How To Guides
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Your Account
- How the Trial Works
- Before You Activate
- Your Plan and Billing
- Your Account Menu and Screen
- Account Administrators
- Changing Your Time Zone
- Merging Multiple Simplero IDs
- Password Security
- Submitting a Feature Request
- Submitting a Help Ticket
- Simplero Account FAQ
- Transaction Fees and Credits
- Closing your Account
- Simplero Search and Filter Option
- Setting Brand Colors
- Custom Colors in the Wysiwyg Editor
- The Notice Box
- Default Account Currency
- Default Account Email Contact Information
- Account Location and Language
- Account Terms
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Domains and URLs
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Site
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Your Media Files
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Forms
- Form Fields
- List opt-in forms
- Embedded Opt-In Forms
- Full Page Landing pages
- Utilizing More Then One Opt-in Form
- Sign-up Forms on Your Simplero Site
- Webinar Jam Landing Pages
- Personalized or Quiz Style Landing Pages
- Viewing Custom Questions On Order Forms
- Track Parameters
- Tracking Pixels
- Defualt Opt-in Box on Order Forms
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Lists & Contacts
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Broadcasts
- Broadcast Overview
- Email Template Design
- Email Font Size
- Creating a Broadcast
- Emailing an Individual or Single Contact
- Resend a Broadcast
- Handle Replies to Mass Emails with Ease
- Expiring Links
- Insert Option for Broadcasts
- Magic Content URL
- Interpolation Keys
- Insert and Editing Media in a Broadcast
- Editing a Link Incorrect Link in a Broadcast
- Auto-publishing a Page in a Broadcast
- Using Emojis
- Subject Lines and Preheaders
- Newsletter Scheduler
- Deliveries
- About Open Rates for Broadcasts and Auto-Responses
- How the Sending Limit Works
- What Does the Secretive Options Mean
- Why Simplero Doesn't Do Fancy Graphic Emails
- Delaying Normal Broadcasts During an Email Funnel
- What Is the Spam Check on Emails?
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Other Customer Communications
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Membership Sites
- Creating a Membership Site
- Membership Site Blog
- Membership Site Forum
- Membership Site Pages
- Page Access
- Auto-publishing AKA Dripping pages
- Courses
- Quizzes
- Course Preview
- Membership Site Navigation
- Membership Site Redirects
- Membership Site Theme
- Podcast Feature in Membership Sites
- Free and paid access to a single membership site
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Products
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Product Pricing
- Payment Processors (Setup and FAQ)
- Understanding the Manual Payment Processor
- Switching Payment Processor Mid-Stream
- Prices 101 - What You Need to Understand about Prices in Simplero
- Editing a Price
- Campaign and Discount Pricing
- Multiple Seat/User Pricing
- Secret Prices and Coupon Codes
- Global Coupons
- Subscriptions Prices
- Gift Pricing
- Pay-What-You-Can
- Price Restrictions
- Quoting Prices in Multiple Currencies
- Collecting Tax
- EU Vat
- Taxes on Multiple Currency Products
- Date Specific Installments
- Trial Period (Free or Discounted)
- Giving a Paid Customer a Free Month
- Free Products
- Max Participant Products
- Collecting an Outstanding Balance
- Upsells
- Downsales
- Order Bumps
- Order Forms
- Order form vs Freebie Link
- Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
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Purchases and Participants
- Participants 101 and Simplero IDs
- Purchases 101
- Editing a Purchase
- Charges & Payments Box in the Purchase
- Purchase Summary
- Moving a Purchase
- Adding a Charge to an Existing Purchase
- Editing a Charge Amount
- Manual Product Purchase
- Manual Credit Card Charge
- Manual Payment or Partial Payment Collection
- Editing and Resending an Invoice
- Refund Period
- Full and Partial Refunds
- Credit to Transactions
- Collecting Money Outside Simplero
- Stopping My Customers Subscription Payments and Keep Their Access Open
- Migrating a Customer's Purchases from Another System
- How to Test the Purchase Process and Sending of Login Credentials
- Renewal Notifications
- Invoice Settings
- Invoices and Expenses
- Retrying Failed Charges
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Automation
- All the Ways You Can Automate Things in Simplero
- Automations- Creating and Managing
- Starting an Automation
- Stopping, Pausing, Resuming an Automation
- Reentering or Starting Mid Automation
- Time Zone Specific Automations
- Flows
- Advancing a Flow in an Automation
- Using Automations for Sales Funnels
- Duplicate Automations in Different Languages
- Email Library
- Triggers Overview
- Adding a New Trigger to an Existing List or Product
- Triggers on Link Clicks
- Triggers on Prices
- Global Triggers- Targeting and ReTargeting leads
- Working with Webhook Triggers
- Bulk Actions
- Global Snippets
- What is the Difference Between Automations and Auto-Responses?
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Affiliate Programs
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Integrations
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Trouble Shooting
- Can't access the content they purchased?
- Email Shows "Read" But not "Delivered"
- Troubleshooting Stripe payment issues
- Troubleshooting Email Addresses
- Troubleshooting opt-in form issues
- Why is my E-mail not being delivered?
- Troubleshooting Forum Notifications
- Troubleshoot Price Issues
- Debug a Facebook Share
- When PayPal Payment Don't Show in Simplero
- Quick Pay Payment Don't Show in Simplero
- Troubleshooting Space Access (A deprecated feature)
- Troubleshooting Videos Not Playing
- Troubleshooting Upload issues
- Microsoft Says a File Has a Virus
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Deprecated Features
- Spaces (deprecated)
- Space FAQ (deprecated)
- Space and Space Page Access (deprecated)
- Page Types (deprecated)
- Once Space Multiple Products/Classes (deprecated)
- Free Spaces and Spaces with both Free and Paid content (deprecated)
- Multi-Language Spaces (deprecated)
- Postponing Access to a Space Until Later (deprecated)
- Adding a Subpage to Subpage (deprecated)
- Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
- Embedding Videos in Your Spaces (deprecated)
- Resurrect a Deleted Space (deprecated)
- Podcast Feature in Spaces (deprecated)
- FAQ Page in Your Space (Deprecated)
- Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
- Deprecated Landing Pages, Deactivating
Prices 101 - What You Need to Understand about Prices in Simplero
Set Pricing
1. Open Product
2. Select the Prices Tab
3. A simple price will show, this is the price you entered when creating the product. You can edit by selecting the red "edit" Link within the simple price box.
4. To add a new price or payment plan select the White "Add a List Price" Button on the left hand side.
5. Complete each of the fields
1. Name- What the customer will view the price name as. Such as Early Bird or Payment Plan.
2. Type of Price:
Purchase: Gives them forever access to the product once they have paid the full cost of the product. (If they default on a payment plan their access will be canceled until they bring their plan current.)
3. Amount- How much the person will pay upon purchase.
4. Number of Installments (This is used for payment plans on a purchase) - Type the number of payments you want them to make. Once you have put in a number of 1 or more hit enter and 2 more boxes will pop up for you to set-up your payment plan.
4a. Select the monthly payment amount after the initial purchase.
4b. Select the period of time between payments.
With installments your order form will tell them they total amount they are paying over how many payments. When they select it it will give them a break down of the payment schedule.
Subscription: Gives them access for a limited period of time for each payment they make.
3. Amount- How much the person will pay upon purchase.
4. How long that payment will give them access to the product.
5. If you want them them to have a trial period you will fill in this amount of time.
6. Subscription Settings- Here you can select their renewing options and if you want them to have to commit to a specific amount of time. Such as a 1 year commitment.
6. Payment Processor Options: We set these up when we set up your settings. Choosing the default "unrestricted" allows all your selected payment processors to be avail to your purchaser.
7. Select the blue "create price" Button.
Duplicating a price
1. Open Product
2. Select the Prices Tab
3. Locate the price you want to duplicate
4. select the duplicate button
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