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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Auto-Responders
When someone joins your list, you probably want to nurture that relationship so that they will eventually become a product buying, money paying customer. Am I right?
Simplero offers two great ways to do this; Autoresponders and Automations.
Autoresponders are simple emails that are automatically sent based on a specific number of days after someone joins a list.
Automations give you a bit more flexibility, as they can be scheduled based on a specific date, number of weeks, months, or even based on certain behaviors.
If you're using an autoresponder, you can link it with triggers or release pages via the standard drip-function. If you're using an automation, you can use the same steps - however, they would be separate action steps in your automation.
If you're not sure which one is the best fit for you, check out this guide.
Auto-Responders
Auto-responses are available for lists and products.
You'll normally always have at least one auto-response, which is sent out immediately after someone subscribes or makes a purchase.
This is the "thank you" email, letting people know that they're awesome for joining your list or buying your product. You always want this auto-responder. (And making it a little fun and more personal helps a lot.)
But you can also add as many other auto-responses as you'd like with emails that are spaced out over any desired time frame. These emails can be sent out after 1 day, 2 days, a week, or on any other schedule.
This is a nice way to give people encouragement over time, to drip-deliver content, and to stretch the engagement over a longer period.
In an auto-response, you can link to media files or just deliver content within the email itself.
Creating an Auto-Responder
- Select Contacts > Lists or Sales > Products from your Simplero Dashboard.
- Select the List or Product you want to create an auto-response for.
- Select the Auto-Responses tab.
- Click the blue + Add auto-response button.
- Enter the Subject and When to send your auto-response and click the Add auto-response button.
- Complete your auto-response information.
- Subject - What customers see.
- Internal Subject - What admin screen calls the email (only you can see this).
- Email body - Type the email you want for this auto-response.
- Triggers: This section is not required for an autoresponder, but it does allow you to have the system perform an automated action when an autoresponder is sent. Check out our guide on triggers for more information about how they work.
- Click the blue Save changes button.
- Then when you are ready to make your auto-response active, click the little grey button that says Draft, and it will change to Active.
If you need to re-order your auto-responses, you can change the number of days that they will go out after, or you can grab the whole auto-response by clicking the dots next to the subject line and drag and drop it where you want.
What happens when you change auto-responses while people are already on the list?
Auto-responses are sent out based on the timeframe you set.
So if someone signed up exactly 7 days ago today, and you add or have an auto-response that goes out 7 days after signup, they'll get that now.
If you add or have one that goes out 8 days after signup, they'll get it tomorrow.
If you add or have one that goes out 6 days after signup, they've missed it.
You can view auto-responses in your admin interface and see how many people missed it (those subscribed longer than when they should've received it, but still haven't).
Next to that number is a button that will send the auto-response to those recipients right away.
Creating an Automation
We have a series of guides all focused on automations here.
Automations are used to build out a sales funnel, drip content for your Evergreen program, or even simply send out a series of emails like autoresponders. There are times when it's better to use an automation instead of autoresponders.
One case is if you want to exclude people from getting the autoresponders. For example, if you want to get people from your list to buy a specific product(s), and you want to exclude the people who have purchased the product already, then you'd want to use an automation. With this process, as people purchase the product, the series of emails won't continue going out to the purchasers.
Another example is if you want multiple sublists in your account to receive the set of autoresponders. In this case you may want to consider adding them into an automation and setting each list with a trigger that starts that automation.
Converting an Existing Autoresponder Series Into an Automation
We know that many of you have autoresponders currently set up for your products and lists, and copying them all over to an automation sounds time-consuming. But don't worry, it's not! And it will be well worth the time to have all the flexibility that automations provide.
Here's how to do it:
- Head to Contacts > Lists or Sales > Products from your Simplero Dashboard.
- Select the List or Product with the Auto-Responder Series that you want to convert to an automation.
- Select the Auto-Responses tab.
- Click the "..." button at the header's far right to Convert to automation... and click OK to confirm that you really want to convert to an automation.
- Viola! You will now be redirected to an automation screen where you can work your automation magic into the series!
You can now also direct other lists to this same automation. If your autoresponders are the same in several places, go to those other lists/products, shut off the autoresponders, and add two triggers to start and stop this automation upon subscribing and unsubscribing.
But what happens to your list/product?
Everything is done for you!
- The autoresponders you just converted have now been turned off.
- The start and stop triggers to control people being in the automation based on their subscribing and unsubscribing activity have automatically been created for you.
- All the emails are now in your email library with the same internal name as they had when they were an autoresponder so that you can easily use them again and again in other automations or as broadcasts.
There's really nothing else for you to do unless you want to go back and rename the emails in your email library (to remind yourself where they came from if they're list or program-specific, for example).