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Creating a Product

Okay, so you have an amazing product; now it's time to set it up in Simplero so that you can start bringing in sales! We've made creating a product as simple as can be, here's how: 

Add a Product

  1. Select the Sales tab from your Simplero Dashboard and choose Products.

  2. From the Products page, click the Create new product button in the upper right corner.

  3. Enter the information for your new product:

    • Name - the name for your product (this is the only required field)

    • Product type - what you're selling

    • Product card - type a short summary for checkout and user accounts

    • Price - set a base price (you'll be able to set-up payment plans and subscription pricing later)

    • Tax settings - select the applicable options

    • Welcome email - write the email that will be sent when a purchase is made 

  4. Click the Create product button to save.

If at any time you would like to change any of the above information, you can do so in the "Configure" tab within the product.  

  1. From the Products tab, locate the product name and click the Wrench icon to the far right side of that product.

  2. Or, locate and select the product name and select the Configure tab.

  3. Make the changes you want for your product.

  4. Then scroll down and click the Save changes button.

Adding an Agreement

To request the participant of a product to sign an agreement before activating their participation, navigate to the product Configure tab and scroll down to the Agreement section.

As soon as the payment has been processed in the order form, the participant will be prompted to sign the agreement before redirecting them to the purchase/content page.

You can also set up the agreement to be prompted prior to processing the payment by enabling the checkbox under the agreement content:

If the participant is different to the purchaser, the Agreement will get sent to the participant email for them to sign it instead.

You'll find the link to the agreement request on the purchase >> participant section:

You can, at any time:

Activate & execute agreement: activates the participant and signs the agreement on their behalf.

Activate: activates the agreement without signing the agreement

Sales Page

To create a sales page for your product, check out our guide on designing landing pages

If you have questions or need any help, click the "Need help?" button in your account. Simplero support is here for you!

Last updated 23 Aug 2022.