Course Content
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Contacts
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Lists
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Creating a List
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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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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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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
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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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Automations: Creating and Managing
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Starting 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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Email for automations
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Done For You Campaign
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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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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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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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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, Subtitles and Transcripts
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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 Media2:22
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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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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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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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Using Simplero With Your Existing Website
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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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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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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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Trial Period (Free or Discounted)
Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until some fixed date in the future, because all the content isn't going to be available until then. Or just as a promo.
The trial period option allows you to accomplish this. By telling this system how many days after you purchase before you want to begin charging the customer.
What Happens When a Trial Period Ends?
When the trial period ends, your customer will be charged for the continued subscription if they haven't already canceled. If you have a minimum commitment period that period will begin now preventing them from canceling on their own.
You may also want to set up a notification email letting them know their subscription is going to end. Below is the step by step instructions for creating such a notification.
Free Trial on a Subscription Price
Select Products from your Simplero Dashboard
In the Products tab, locate and select the product you want to offer the price on
Select the Prices tab
Add a new list 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
Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as campaign availability, number of subscriptions available, or restrictions such as having to be on a list or another product first.
In the Type of price section, select the Subscription option
In the Amounts section, input the number of days/weeks/months/years you want them to have free access under the Optional free trial before the recurring payments begin. At the end of those days, their payments will begin based on what you put in the "Amount for each recurring period" field.
Complete any other relevant fields such as campaign availability, number of subscriptions available, or restrictions such as having to be on a list or another product first.
Click the Create price button
Discounted Trial on a Subscription
Select Products from your Simplero Dashboard
From the Products tab, select the product you want to offer the subscription price
Select the Prices tab
Add a secret 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
Complete all relevant fields for the subscription price such as Name, Type of price, Amounts, etc.
In the Type of price section, select the Subscription option
In the Amounts section, enter the amount of the trial period and time your participant will have access for after paying this amount in the field titled "How long does this give access for"
Click the Create price button
Go back to the List Prices screen, select and edit the price you've just added
Scroll down to the Subscription periods section and click the Pencil icon to edit the price
In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
Click the Save changes button
Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
Complete the fields in the Installment pop-up screen and click the Save changes button
Scroll down to the bottom and click the Save changes button
Free Trial on a Purchase
Select Products from your Simplero Dashboard
From the Products tab, select a product you want to offer campaign pricing
Select the Prices tab
Click the + Add a price button in the top right corner or the + Add a list price button on the bottom of the List Prices section
You will be directed to the price creations screen. Set up all your price settings such as Name, Type of price, Amounts, etc.
In the Type of price section, choose the Purchase as the type of price
In the Amounts section, enter the amount $0, the number of installment (min. 1), the amount for each of the following installments, and enter in How long between each installment. This time amount should be the time you want to offer a free trial for. (If your free trial is less time than what is between the installment payments then only put in 1 and continue to follow the steps)
Finish filling in any other relevant fields to your list price and click the Create price button
If they get a free trial and have 1 installment to purchase or if the free trial period matches their installment periods then you are done and can activate your price. If the installment period is more time than you are giving in the free trial then continue on.
Go back to the List Prices screen, select and edit the price you've just added
Scroll down to the Subscription periods section and click the Pencil icon to edit the price
In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
Click the Save changes button
Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
Complete the fields in the Installment pop-up screen and click the Save changes button
Scroll down to the bottom and click the Save changes button
Discounted trial on a purchase
Select Products from your Simplero Dashboard
From the Products tab, select a product you want to offer campaign pricing
Select the Prices tab
Click the + Add a price button in the top right corner or the + Add a list price button on the bottom of the List Prices section
You will be directed to the price creations screen. Set up all your price settings such as Name, Type of price, Amounts, etc.
In the Type of price section, choose the Purchase as the type of price
In the Amounts section, enter the amount $, the number of installment (min. 1), the amount for each of the following installments, and enter in How long between each installment. This time amount should be the time you want to offer a discount for.
Finish filling in any other relevant fields to your list price and click the Create price button
If they get a discounted trial and have 1 installment to purchase or if the trial period matches their installment periods then you are done and can activate your price. If the installment period is more time then you are giving for the trial then continue on.
Go back to the List Prices screen, select and edit the price you've just added
Scroll down to the Subscription periods section and click the Pencil icon to edit the price
In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
Click the Save changes button
Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
Complete the fields in the Installment pop-up screen and click the Save changes button
Scroll down to the bottom and click the Save changes button
Please note your payment processor may have a minimum charge. For example, Stripe requires a minimum $0.50 payment.
Cancelations
Note that if your customer chooses to Cancel after experiencing their trial they will only be able to cancel themselves if you have set it up as a subscription price. If you choose the "purchase" price type then they will need to contact you and you will need to go in and manually cancel them.
To cancel:
Select the Lists & Contacts from your Simplero Dashboard
Select the Contacts tab
Locate and select the customer name
Go to the Purchases section, find the product purchase in their customer screen and then click on it to open up the details screen
In the Purchase summary screen, select the Cancel button and confirm your selection to cancel
Notification of Free Trial Ending
Create the notification email in your Email Library that lets them know their Trial ends in X # of Days and they will begin to be charged.
Create an Automation with 2 steps:
Step 1 - Wait X number of days (the number of days will be how long to wait from purchase before sending the free trial ending email. For example, the free trial is 30 days, you want to send the notification email 5 days before they are charged then this step would be to wait 25 days)
Step 2 - Will send the Templated email and select the email from the email library
Go to your free trial price and add a trigger to the price
The trigger should read: "Billing Contacted Activated" "Start automation" Select the automation you created in step 2
Make sure to click the Save changes button when done.
Give Them the Option to Cancel
If you want to give them the option to cancel their purchase right in the notification email you will need to follow these additional steps...
Create an automation with a single action step to "Cancel a Purchase"
Copy the URL for the one-click start automation
Create the notification email in your Email Library and paste in the URL wherein the copy you mention Canceling the purchase.
Make sure to click the Save changes button when done.