Help

Prices 101 - What You Need to Understand about Prices in Simplero

Video (7 MB) HD Video (13 MB) Audio (3 MB)

Set Pricing

  1. Select Products from your Simplero Dashboard
  2. From the Products tab, select a product from your list
  3. Select the Prices tab
  4. In the List Prices, a Simple price will show. This is the price you entered when creating the product. You can edit this price by selecting the Pen icon within the Simple price box.
  5. To add a new price or payment plan, select the white "Add a list price" button on the left-hand side. 

    Add_price_button
  6. You will be directed to the price creations screen. Set up your price as such - price 1 virtual product only, price 2 virtual product + Tangible product. Remember to include shipping if applicable.

    Price_creation_screen
  7. Complete each of the following fields:
    • Name - This will be shown next to the price on the checkout form. For example, "Early Bird" or "Payment Plan".
    • Type of Price - For example, "Purchase" or "Subscription".  The type cannot be changed after you've created the price.
      •  Purchases
        • 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 pay.) 
        • Amount - How much the person will pay upon purchase.
        • 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.
          With installments, your order form will tell them the total amount they are paying over how many payments. When they select it , it will give them a break down of the payment schedule. 
          • Select the monthly payment amount after the initial purchase.
          • Select the period of time between payments.
      • Subscription
        • Gives them access for a limited period of time for each payment they make. 
        • Amount - How much the person will pay upon purchase.
        • How long that payment will give them access to the product. 
        • If you want them to have a trial period you will fill in this amount of time.
        • 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. You can learn more about subscription settings in this guide.
    • Access - Will this product be accessed through Published, Coupon code, or Secret link.
    • Availability for this price - Set the number of seats available at this price.
    • Quantity - Set the minimum quantity per purchase to qualify for this price.
    • Engagement - The required lists or products must be registered to the email used to purchase, or the logged in Simplero ID.
    • Payment options - This is the Payment Processor Options. This was set up in the Settings section. Choosing the default "Unrestricted" allows all your selected payment processors to be available to your purchaser. 
    • Triggers - Save first, then you can add triggers
  8. Select the blue Create price to save.

To learn more about the different price options such as limited seating, multiple seat purchases, discounts, coupons, and secret prices, please see our guide. 

 

Duplicating a price

  1. Select Products from your Simplero Dashboard
  2. From the Products tab, select a product from your list
  3. Select the Prices tab
  4. From the List Prices screen, click the Duplicate icon on the top corner of that price box

    Duplicate_icon_in_price_list
  5. Or, select the price you wish to duplicate and you will be taken to the Edit price screen. Click the Duplicate price button in the upper right corner

    Duplicate_price_button
  6. In the Edit price screen, make all the changes you want and click the Save changes button on the bottom of the page
  7. You will now see the Copy price in your List Prices. Click the Enable link in the upper right corner of that duplicate price to make it available

    Enable_link_for_list_price

 

Skip to Editing a Price
Switching Payment Processor Mid-Stream