Course Content
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Contacts
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Lists
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Creating a List and Importing Subscribers
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List Confirmation
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Manage Your Lists
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Deleting a List
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers
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Exporting Contacts from my List
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Create a List Opt-in Form
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Utilizing More Than One Opt-in Form
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Integrating a Simplero Signup Form onto another Site
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Troubleshooting Opt-in Form Issues
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Auto-Responders
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Resending Auto-responders
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Deadline-Funnels
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Segments
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Notes and Tags
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Support Tickets
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Surveys
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Main Website
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Website Overview
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Website Settings
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Website Pages
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Website Blog
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Website Navigation
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Understanding SEO
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Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
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How to Customize Your Website Theme
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Save As Template Feature
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Editing your Theme Code
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Save Website to Phone Home Screen
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Create Your Own 404 Page
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Social Sharing
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Social Sharing Image
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How to Create Anchor Links
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How to Add a Custom Font to Your Simplero Website or Membership Site7:14
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How Can You Add the Pinterest Save Button to Your Website Images?2:21
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Split Tests
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Site Redirects and Shortlinks
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Why does Simplero remove my HTML code?
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Triggers
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Broadcasts
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Broadcast Overview
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Email Font Size
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Creating a Broadcast
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Quick Emails
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Send an Email to an Individual or Single Contact
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Resend a Broadcast
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Handle Replies to Mass Emails with Ease
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Expiring Links
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Insert Option for Broadcasts
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Magic Content URL
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Interpolation Keys
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Editing an Incorrect Link in a Broadcast
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Dripping a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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Email Deliveries
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About Open Rates for Broadcasts and Auto-Responses
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How the Sending Limit Works
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What Do the Secretive Options Mean
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Why Simplero Doesn't Do Fancy Graphic Emails
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Delaying Normal Broadcasts During an Email Funnel
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What Is the Spam Check on Emails?
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Editing the email prefix and footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Magic Login Link
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Code in emails
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Email Shows "Read" But not "Delivered"
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Troubleshooting Email Addresses
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Why is my E-mail not being delivered?
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Bounced Emails
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Spam reports
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Newsletters
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Landing Pages & Forms
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Full Page Landing Pages
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Embedded Forms
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Link Sign-up Forms to Your Simplero Sites and Pages
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Personalized or Quiz Style Landing Pages
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How to Use Simplero Landing Pages With WebinarJam
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Landing Page Statistics
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Conditional content
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Page builder 2.0 - Style guides
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Page builder 2.0 - Sections and Elements0:28
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Affiliate Programs
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Automations
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All the Ways You Can Automate Things in Simplero
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Creating Automations
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Configuring an Automation
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Editing an Automation
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Starting an Automation
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Duplicating and Deleting an Automation
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Excluding Customers from an Automation
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Stopping, Pausing, Resuming an Automation
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Reentering or Starting Mid Automation
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Time Zone Specific Automations
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Flows
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Advancing a Flow in an Automation
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Duplicate Automations in Different Languages
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What is the Difference Between Automations and Auto-Responses?
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Emails for automations
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Done For You Campaigns
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Funnels
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Products
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Creating a Product
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Closing a Product
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Deleting a Product
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Creating Multi-Level Access Products
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Membership Levels
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Combining a Tangible Product With Your Online Product
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Tiered Pricing in a Single Product
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Evergreen Course
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Student Paced Course
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Connecting Content to a Product
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Selling a Downloadable Product
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Purchase Confirmation Thank You Page
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How to Create Product Prices in Simplero
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A Warning about Editing an Active Price
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Campaign and Discount Pricing
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Subscription Prices
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Gift Pricing
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Pay-What-You-Can
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Price Restrictions
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Quoting Prices in Multiple Currencies
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Date Specific Installments
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Milestone Installments
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Trial Period (Free or Discounted)
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Giving a Paid Customer a Free Month
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Free Products
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Participant Limit
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Upsells
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Downsells
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Order Bumps
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Order Forms
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Order Form vs Freebie Link
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Authorize-Only Pricing
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Understanding Your Change in Monthly Recurring Revenue Graph
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Troubleshoot Price Issues
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One product - Two Languages
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A product for each language
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Catalog
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Purchases
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Participants 101 and Simplero IDs
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Purchases 101
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Forecasts
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Editing a Purchase
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Charges & Payments Box in the Purchase
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Purchase Summary
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Moving a Purchase to Another Product
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Adding a Charge to an Existing Purchase
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Editing a Charge Amount
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Adding, Editing, and Canceling participants
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Manual Product Purchase
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Manual Credit Card Charge
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Manual Payment or Partial Payment Collection
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Refund Period
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Full and Partial Refunds
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Credit to Transactions
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Collecting Money Outside Simplero
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Stop Customers Subscription Payments and Keep their Access Open
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Migrating a Customer's Purchases from Another System
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How to Test the Purchase Process and Send Login Credentials
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Can't access the content they purchased?
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Troubleshooting Stripe payment issues
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When a PayPal Payment Doesn't Show in Simplero
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QuickPay Payment Doesn't Show in Simplero
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Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
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Troubleshooting Payments and Refunds
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Viewing Custom Questions On Order Forms
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Changing a Participants Email Address
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Receipts and Tasks
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Pipelines and Deals
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Membership Sites
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Creating a Membership Site
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Membership Site Blog
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Membership Site Forum
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Membership Site Pages
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One Membership Site with Multiple Products/Classes
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Site and Page Access
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How to Use Drip Content
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Membership Site Footer Navigation
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Membership Site Redirects
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Membership Site Theme
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Embedding Videos on Your Site
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Free and Paid Access to a Single Membership Site
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Dripping: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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Troubleshooting Forum Notifications
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Deleting a Membership Site
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Multi-Language Site
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Chat
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Courses
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Events
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Media Library
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Uploading Media Files
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Video versioning
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Captions, and Subtitles
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Transcripts
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Bookmarks
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Image Sizes Across Simplero
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Can You Download an MP3 on an iPhone?
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Picking a Different Video Still
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PDF Stamping
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Protecting Your Content
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Editing Images
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Embedding Content
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Insert and Edit Media3:15
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Images on Order forms
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Restricting Downloads
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Troubleshooting Lost Images
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Microsoft Says a File Has a Virus
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Video Analytics
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Worksheets
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Scheduling Links (Beta)
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Account Settings
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How the Trial Works
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How to See Your Account Overview
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Changing Your Time Zone
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Default Account Currency
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Default Account Email Contact Information
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Account Location and Language
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Account Terms
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Cookie Consent Banner
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Using Your Custom Domain (URL) With Simplero
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GoDaddy Domain
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UnoEuro Domain
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Setup a Custom Email Domain
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Understanding DKIM and SPF
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Preferred Sender Program
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Add an Email Filler Copy
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Billing at Simplero
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How to Change Your Plan and Billing
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Account Administrators
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Setting Labels
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Merging Multiple Simplero IDs
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Password Security
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Submitting a Feature Request
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Submitting a Help Ticket
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Simplero Account FAQ
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Closing your Account
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Your First Three Wins
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Getting In-Person Help with Concierge
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Global Snippets7:18
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Running an International Business
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Simplero Translation
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GDPR and DPA Agreement
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GDPR Consent
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Right to be Forgotten
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NPS Surveys
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How to Get Help in Simplero
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Child accounts
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Marketing Settings
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Sales Settings
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Payment Processor Setup
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How to Configure PayPal Payment Processor3:15
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How to set up PayPal Payouts
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How to setup MobilePay
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Authorize.net
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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Credits (soon to be known as Points)
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Global Coupons
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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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Collecting an Outstanding Balance
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Troubleshooting Payment Processor Issues
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Default Opt-in Box on Order Forms
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Renewal Notifications
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Receipt Settings
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Retrying Failed Charges
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Contacts Settings
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Integrations
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API Keys
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Leadpages
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WebinarJam
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EverWebinar
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How to Integrate Simplero with Mailchimp
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How to Integrate WiserNotify With Simplero
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How to Integrate Group Collector With Simplero
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How to Integrate Interact Quizzes With Simplero
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Zapier
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Pipedream
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How To Use the Zoom Integration
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Acuity Scheduling for Bookings
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Twitter
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TikTok Pixel
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Embed a Facebook Page Widget
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Debug a Facebook or LinkedIN share
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Facebook Pixel and Verifying Domains2:12
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Facebook Messenger Chat
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Use Merge Fields to Register a Subscriber for a Webinar
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Using Simplero With Your Existing Website
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Google Tag Manager
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AI Bot
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Deprecated Features
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Spaces (deprecated)
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Troubleshooting Space Access (A deprecated feature)
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Space FAQ (deprecated)
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Space and Space Page Access (deprecated)
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Page Types (deprecated)
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One Space Multiple Products/Classes (deprecated)
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Free Spaces and Spaces with both Free and Paid content (deprecated)
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Multi-Language Spaces (deprecated)
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Postponing Access to a Space Until Later (deprecated)
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Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
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Embedding Videos in Your Spaces (deprecated)
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Resurrect a Deleted Space (deprecated)
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Podcast Feature in Spaces (deprecated)
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FAQ Page in Your Space (Deprecated)
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Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
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Gift Pricing
What is Gift Pricing?
Simplero allows a purchase to be gifted to someone else. This is an excellent way to encourage more sales, new customers, and even duplicate sales from the same customer.
How to Offer a Purchase as a Gift
On the order form, there’s an option to check a box saying “Allow customers to give this as a gift”.
When you check this, we will ask the purchaser on the order form when it should be delivered, and optionally offer to pass along a note to the recipient.
We don’t reveal the giver, so they need to put that in the note if they want the recipient to know.
A gifted purchase is not considered active until the time & date it’s being delivered, which is chosen by the giver. Until then, it’s in a pending state, waiting for the gift time/date to be released to the participant.
Once the delivery time/date arrives, the participant will get a gift email, any immediate auto-responses, and possibly login information if there’s a Membership Site involved with the product.
How to offer a subscription as a gift
Subscriptions are a little more complicated. The date the recipient's access will end corresponds with the date of payment renewal (not the access date). Read on for details!
Let's say you want to give your customers an opportunity to purchase your product as a gift subscription for Christmas. Here's how you would do that...
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Select Products from your Simplero Dashboard
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From the Products tab, select the product you want to offer the gifting subscription price
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Select the Prices tab
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Add a subscription price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner
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Complete all relevant fields for the subscription price such as Name, Amounts, etc.
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In the Type of price section, select the Subscription option
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Insert the amount of time your participant will have access for after paying this amount in the field titled "How long does this give access for"
For the Christmas gift scenario, you would want to set the installments like this if there is less than one month to Christmas.
Gift Pricing FAQ's
When are the payments charged?
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The first subscription period is charged immediately (you can set it to 0 if you want, see example above)
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The participant is activated on the day that is set in gifting options
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The purchase subscription period follows the day of purchase not the day of gifting. If the subscription is not renewed, the access will end on the day the purchase period ends.
Can the buyer send a personalized gift message to the recipient?
Yes, they will make this choice during the checkout process. All they need to do is type out the message to the recipient and Simplero will take care of sending the message to them.
Can I turn the gift option off?
Yes. Go back to the Order Form, uncheck the box that says “Allow customers to give this as a gift”
Will the auto-responders/automation send to the recipient even if they have a later activation date?
Yes, but since the purchase is in a 'Pending' state until the activation date, the auto-responses will go out based on the date of activation. The same is true for the automation (if any) assuming it is triggered by the activation of the purchase and not in some other way.