Participants 101 and Simplero IDs

How Simplero IDs Are Assigned or Generated

When someone needs a login, typically if they purchased a product that has a site or a space associated with it, we will automatically set people up with a Simplero ID to log in and notify them about it by email.

The way it works is this:

  1. If they're already logged in, we'll use their current Simplero ID. Easy peasy. No need to create additional ones.
  2. If there's already a Simplero ID that's connected with the email address they used for the participant on a purchase, we'll use that. Again, no need to get another Simplero ID.
  3. If there's not, we'll create a new one. It'll be based on the part of the email address before the '@' sign, and we'll generate a password for them, which we'll include in the email we send to them. We'll also let them be logged in right away, so they don't have to take that extra step.

 

How to issue a Simplero ID

  1. Click on the contact in your account you want to issue an ID for
  2. In the right hand side bar You'll see a section called Simplero ID with a setup link next to it. 
  3. Click the Setup link
    Simplero ID 1.png

A Simplero Id can also be added via the participants screen within a product by scrolling down to the participant box
Simplero ID 5.png

Now your user will have a Simplero ID and will receive en email with the login ID and password

 

How to Remove a Simplero ID

  1. Click on the contact in your account you want to remove an ID from
  2. In the right hand side bar You'll see a section called Simplero ID  
  3. Next to the users ID You'll see a link Remove
    Simplero ID 2.png
  4. When you click the remove option you'll need to confirm your desire to remove the ID from the contact
    Simplero ID 3.png

The Simplero ID can also be removed from within the purchase if you scroll down to the participant section. 
simplero id 4.png