Course Content
-
0 / 8
Contacts
-
0 / 16
Lists
-
Creating a List
-
List Confirmation
-
Manage Your Lists
-
Deleting a List
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Retargeting Not-Engaged Subscribers
-
Exporting Contacts from my List
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Create a List Opt-in Form
-
Utilizing More Than One Opt-in Form
-
Integrating a Simplero Signup Form onto another Site
-
Troubleshooting Opt-in Form Issues
-
Auto-Responders
-
Resending Auto-responders
-
Deadline-Funnels
-
-
0 / 3
Segments
-
0 / 2
Notes and Tags
-
0 / 7
Support Tickets
-
0 / 19
Main Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Editing your Theme Code
-
Save Website to Phone Home Screen
-
Create Your Own 404 Page
-
Social Sharing
-
Social Sharing Image
-
How to Create Anchor Links
-
How to Add a Custom Font to Your Simplero Website or Membership Site7:14
-
How Can You Add the Pinterest Save Button to Your Website Images?2:21
-
Split Tests
-
Site Redirects and Shortlinks
-
Why does Simplero remove my HTML code?
-
-
0 / 8
Triggers
-
0 / 32
Broadcasts
-
Broadcast Overview
-
Email Font Size
-
Creating a Broadcast
-
Quick Emails
-
Send an Email to 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
-
Editing an Incorrect Link in a Broadcast
-
Dripping a Page in a Broadcast
-
Using Emojis
-
Subject Lines and Preheaders
-
Email Deliveries
-
About Open Rates for Broadcasts and Auto-Responses
-
How the Sending Limit Works
-
What Do 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?
-
Editing the email prefix and footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
Magic Login Link
-
Code in emails
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Email Addresses
-
Why is my E-mail not being delivered?
-
Bounced Emails
-
Spam reports
-
-
0 / 1
Newsletters
-
0 / 7
Landing Pages
-
0 / 11
Affiliate Programs
-
0 / 10
Automations
-
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
-
Duplicate Automations in Different Languages
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 1
Email for automations
-
0 / 2
Done For You Campaign
-
0 / 38
Products
-
Creating a Product
-
Closing a Product
-
Deleting a Product
-
Creating Multi-Level Access Products
-
Membership Levels
-
Combining a Tangible Product With Your Online Product
-
Tiered Pricing in a Single Product
-
Evergreen Course
-
Student Paced Course
-
Connecting Content to a Product
-
Selling a Downloadable Product
-
Purchase Confirmation Thank You Page
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Upsells
-
Downsells
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
Troubleshoot Price Issues
-
One product - Two Languages
-
A product for each language
-
-
0 / 2
Catalog
-
0 / 26
Purchases
-
Participants 101 and Simplero IDs
-
Purchases 101
-
Editing a Purchase
-
Charges & Payments Box in the Purchase
-
Purchase Summary
-
Moving a Purchase to Another Product
-
Adding a Charge to an Existing Purchase
-
Editing a Charge Amount
-
Manual Product Purchase
-
Manual Credit Card Charge
-
Manual Payment or Partial Payment Collection
-
Refund Period
-
Full and Partial Refunds
-
Credit to Transactions
-
Collecting Money Outside Simplero
-
Stop Customers Subscription Payments and Keep their Access Open
-
Migrating a Customer's Purchases from Another System
-
How to Test the Purchase Process and Send Login Credentials
-
Can't access the content they purchased?
-
Troubleshooting Stripe payment issues
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Viewing Custom Questions On Order Forms
-
Changing a Participants Email Address
-
-
0 / 2
Receipts and Tasks
-
0 / 2
Pipelines and Deals
-
0 / 18
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Site and Page Access
-
How to Use Drip Content
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Dripping: A Visual Representation
-
Membership Groups
-
How to Use Engagement Badges
-
Troubleshooting Forum Notifications
-
Deleting a Membership Site
-
Multi-Language Site
-
-
0 / 10
Courses
-
0 / 2
Events
-
0 / 17
Media Library
-
Uploading Media Files
-
Video versioning
-
Captions, Subtitles and Transcripts
-
Image Sizes Across Simplero
-
Can You Download an MP3 on an iPhone?
-
Picking a Different Video Still
-
PDF Stamping
-
Protecting Your Content
-
Editing Images
-
Embedding Content
-
Insert and Edit Media2:22
-
Images on Order forms
-
Restricting Downloads
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Troubleshooting Lost Images
-
Microsoft Says a File Has a Virus
-
-
0 / 3
Worksheets
-
0 / 6
Scheduling Links (Beta)
-
0 / 35
Account Settings
-
How the Trial Works
-
How to See Your Account Overview
-
Changing Your Time Zone
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Cookie Consent Banner
-
Using Your Custom Domain (URL) With Simplero
-
GoDaddy Domain
-
UnoEuro Domain
-
Setup a Custom Email Domain
-
Understanding DKIM and SPF
-
Preferred Sender Program
-
Add an Email Filler Copy
-
Billing at Simplero
-
How to Change Your Plan and Billing
-
Account Administrators
-
Setting Labels
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Global Snippets7:18
-
Running an International Business
-
Simplero Translation
-
GDPR and DPA Agreement
-
GDPR Consent
-
Right to be Forgotten
-
NPS Surveys
-
How to Get Help in Simplero
-
-
0 / 10
Marketing Settings
-
0 / 18
Sales Settings
-
Payment Processor Setup
-
How to Configure PayPal Payment Processor3:15
-
How to set up PayPal Payouts
-
How to setup MobilePay
-
Authorize.net
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
Credits (soon to be known as Points)
-
Global Coupons
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Collecting an Outstanding Balance
-
Troubleshooting Payment Processor Issues
-
Default Opt-in Box on Order Forms
-
Renewal Notifications
-
Receipt Settings
-
Retrying Failed Charges
-
-
0 / 2
Contacts Settings
-
0 / 21
Integrations
-
Using Simplero With Your Existing Website
-
API Keys
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
How to Integrate WiserNotify With Simplero
-
How to Integrate Group Collector With Simplero
-
How to Integrate Interact Quizzes With Simplero
-
Zapier
-
Pipedream
-
How To Use the Zoom Integration
-
Acuity Scheduling for Bookings
-
Twitter
-
TikTok Pixel
-
Embed a Facebook Page Widget
-
Debug a Facebook or LinkedIN share
-
Facebook Pixel and Verifying Domains2:12
-
Facebook Messenger Chat
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Use Merge Fields to Register a Subscriber for a Webinar
-
-
0 / 17
Deprecated Features
-
Spaces (deprecated)
-
Troubleshooting Space Access (A deprecated feature)
-
Space FAQ (deprecated)
-
Space and Space Page Access (deprecated)
-
Page Types (deprecated)
-
One 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)
-
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)
-
Deactivating Landing Pages (deprecated )
-
How to Embed a PDF into a Course
-
Order Forms
Simplero currently has 2 versions of the Order form coexisting until the Order Form 2.0 takes over the current version.
It’s optional for you to enable the new Order Form 2.0. However, we strongly encourage you to use the new version, since the old one will be phased out eventually.
A quick glance at the differences between the two.
Firstly, the admin side is exactly the same. That won’t change when you turn On the new Order Form 2.0. The Order Form Settings are located under Products > Product > Order Form tab.
The main difference between the 2 is that the old form is set up as one step checkout:
While the new one is splitted into 3 steps described below: Checkout, Billing info, and payment.
You can turn On the Order Form 2.0 in your Simplero Labs.
Checkout
Choose whether you want the "yes to news and marketing emails" checkbox to appear and if it does, what list the purchaser should be signed up to.
Here's what you'll need to do if you want the checkbox to appear or not...
Under the Options, mark the box Hide the checkbox where we encourage them to accept marketing emails if you want to exclude the email checkbox on the order form or choose the relevant list from the drop-down menu. If you don't change anything people who check the yes to emails box on the order form will be signed up to your house list as usual.
Click the Save changes button when done
*Note that the option to accept marketing emails will not show up if they are already subscribed to your house list/the list you’ve specified.
Adding a custom copy to the order form
If you’d like to add info about the product on the order form directly, you can using the Options Before, After and on the side-bar custom copy:
To add images to the product order forms check out this guide.
Billing info
In this second step, we collect Participants’ contact details and any custom fields you’ve added to the Product Order form settings.
We also present all the available prices and a summary of the order on the right sidebar.
Adding Fields to order Forms
See the Form Fields guides to make sure all field options are available to you.
In the Order form tab, click on Add participant field:
Click on the field you want from the right side to be added to the list:
Payment
The last step will show the payment methods available to the product and price selected, the terms and the order summary on the right sidebar.
You might be wondering if it’s possible to have the new order form 2.0 on a one-step format. The answer is “not yet". But it’s coming.” That’s one of the reasons the old order form is still alive. It won’t be long before we have the new order form 2.0 to support one-step checkout and the old order form phased out.
Embedding the Order Form on a Site/Landing Page
You can easily embed an order form in a modal anywhere on your site or landing page by using the simplero link dialog.
When inserting a link, just choose 'Products', select your product, then click on 'Popup order form'.
This is how it looks like on the page:
NOTE: Popup order forms do not support coupon codes as of yet, however, this is planned to be added.