How To Guides
Course Content
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Your Account
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How the Trial Works
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How to Change Your Plan and Billing
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How to See Your Account Overview
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Account Administrators
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Changing Your Time Zone
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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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Simplero Search and Filter Option
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Setting Brand Colors
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Places to Change Colors and Graphics
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Setting Labels
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The Notice Box
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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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Flex Plans
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Billing at Simplero
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Your First Three Wins
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Getting In-Person Help with Concierge
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Cookie Consent Banner
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Domains and URLs
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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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Product Catalog
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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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Your Media Files
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Landing Pages
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Forms
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Form Fields
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Creating Opt-In Form
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How to Setup List opt-in Forms8:53
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Embedded Opt-In Forms
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Utilizing More Than One Opt-in Form
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Sign-up Forms on Your Simplero Sites
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Viewing Custom Questions On Order Forms
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Default Opt-in Box on Order Forms
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Use Merge Fields to Register a Subscriber for a Webinar
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How to Install Google Analytics Tracking Code3:13
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Lists & Contacts
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How to Manage Your Lists and Contacts
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Creating a List
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List Confirmation
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Unengaged Subscribers and Contact Cleanup2:29
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Exporting Contacts from my List
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Merging Duplicate Contacts
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Changing a Participants Email Address
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Seeing What Your Customers Sees
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Tags
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Segments
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Do Not Contact and Bounced Emails
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Preferred Sender Program
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Cold Contacts Tracking
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Broadcasts
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Broadcast Overview
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Email Template Design
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Email Font Size
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Creating a Broadcast
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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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Auto-publishing a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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Newsletter Scheduler
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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 footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Other Customer Communications
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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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Page Access
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How to Use Auto-Publishing Pages (AKA Dripping Content)
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Courses5:12
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Quizzes
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Course Preview
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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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Podcast Feature in Membership Sites (RSS)
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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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Auto-publishing: A Visual Representation
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Membership Groups
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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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Product Pricing
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Payment Processor Setup
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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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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Credits
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Global Coupons
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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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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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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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Collecting an Outstanding Balance
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Upsells
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Downsales
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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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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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Troubleshooting Payment Processor Issues
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Understanding Your Change in Monthly Recurring Revenue Graph
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Purchases and Participants
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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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Renewal Notifications
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Invoice Settings
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Invoices and Expenses1:31
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Retrying Failed Charges
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Automation
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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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Using Automations for Sales Funnels
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Duplicate Automations in Different Languages
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Email Library
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Triggers Overview
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Adding a New Trigger to an Existing List or Product
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Triggers on Link Clicks
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Triggers on Prices
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Abandoned Cart Trigger
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Global Triggers - Targeting and Re-Targeting Leads
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Working with Webhook Triggers
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Bulk Actions
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Global Snippets
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What is the Difference Between Automations and Auto-Responses?
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Marketing & Affiliates
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Integrations
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Integrating Simplero With Your Website
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API Keys
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Zapier
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Acuity Scheduling for Bookings
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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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Twitter
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How to Configure PayPal Payment Processor3:15
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Authorize.net
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How to setup MobilePay
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Install Google Tag Manager on Simplero
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Facebook Messenger Chat
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Embed a Facebook Page Widget
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Facebook Pixel and Verifying Domains2:12
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How To Use the New Zoom Integration
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Trouble Shooting
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Can't access the content they purchased?
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Email Shows "Read" But not "Delivered"
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Troubleshooting Stripe payment issues
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Troubleshooting Email Addresses
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Troubleshooting Opt-in Form Issues
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Why is my E-mail not being delivered?
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Troubleshooting Forum Notifications
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Troubleshoot Price Issues
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Debug a Facebook Share / LinkedIN share
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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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Troubleshooting Space Access (A deprecated feature)
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Microsoft Says a File Has a Virus
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Deprecated Features
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Spaces (deprecated)
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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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Nerdy stuff
How To Use the New Zoom Integration
We've got an exciting new integration with Zoom that allows you to sync all your meetings and webinars in Simplero! This integration lets you track upcoming events and attendance details. You can also add multiple triggers based on your webinar events and participants to perform powerful actions. Plus, people who register for an event in Zoom can automatically become Contacts in your Simplero account.
To use this feature, all you need is a Zoom account.
Let's dive into it!
Installation
To get started, you first have to connect your Zoom account to Simplero. To do so, you can click on Content > Events on the navbar and then click the button that says "Connect with Zoom now."
After this step, you'll be directed to Zoom to authorize the Simplero integration (you might need to log in to your Zoom account if you haven't already). Once you click authorize, you'll be redirected to this page:
Once you've authorized the integration, we'll automatically start syncing your meetings and webinars. This might take a minute or two, and the page will automatically refresh when we're completely synced with Zoom.
That's it. Pretty simple, right?
Usage
Once the syncing is complete, you'll see a page similar to the one below that lists all your upcoming and past events. But that's just the start; there are so many more things you can do now!
We'll keep all your events synced with Zoom automatically and in real-time. That means, if you modify your webinar or meeting event on Zoom, the changes will be reflected in Simplero in a couple of seconds.
When someone registers for your webinar on Zoom, they'll show up as a Contact in Simplero as well.
You can also always trigger manual sync with Zoom using the "Sync events from Zoom" button on the top right of the Events page in Simplero.
Here are a few things you can do with this feature:
- You can click on event names to view more info about the event, see participants, and add triggers.
- You can click on the "Participants" tab to view all the participants that were registered for an event (if registration is enabled).
- You can filter the participants by their registration status like "Pending," "Approved," or "Cancelled."
- You can also filter by "Attendees" or "Absentees."
- And you can perform various actions on participants like you can on a Simplero contact, such as sending a broadcast, giving access to a course, etc.
- You can click on the Content tab to add triggers to your events. This means you can start registrants in automations, add tags, and do whatever you can do with Simplero triggers!
New Triggers!
Plus you can now use the following new triggers anywhere:
- A participant registers for an event.
- A participant's registration is approved.
- A participant's registration is denied.
- A participant's registration is canceled.
- A participant's registration is canceled by the participant.
- A participant joins an event.
- A participant leaves an event or event ends.
You can add these triggers in your automations or by clicking the "Content" tab on the events page.
New Actions!
You also get these four new actions related to events that you can perform on any contact:
- Register for an event.
- Approve registration for an event.
- Deny registration for an event (if the registration is pending).
- Cancel registration for an event (if the registration is already approved).
For example, if someone subscribes to your list, you approve their registration for an event. Think of all the other possibilities!
Note: The registration triggers and actions will only work on events that have registrations enabled.
Link to the Event in Your Email
You can now also link to your upcoming events in your calendar using our link dialog. To do that, click the link icon circled in the image below, select "Upcoming events," and then select the event you want to link to.
This will add a link that will allow your recipients to view your event details and save them to their calendars.
Limitations
- Meetings that use a Personal Meeting ID (PMI) are not supported and will not work correctly. Please make sure that when you create a meeting, you choose "Generate meeting ID automatically." This should be the default already, but if you've changed it before, you need to switch it back for our integration to work properly.
- Only scheduled meetings are supported; instant meetings are not.
Uninstallation
Uninstalling the Zoom integration is also pretty simple. You have two options here.
- You can do it from Zoom, like this:
- Log in to your Zoom account and navigate to the Zoom App Marketplace.
- Click Manage > Installed Apps or search for the Simplero app.
- Click the Simplero app.
- Click Uninstall.
- You can do it from Simplero, like this:
- Click Settings on the navbar, and then click on Integrations in the sidebar.
- You'll see your Zoom integration listed in the Active integrations list.
- If you want to delete the integration but keep the associated data in Simplero, click "Remove integration and keep associated data."
- If you want to delete the integration and all the associated data like Events, Participants & any associated contact records, click "Remove integration along with any associated data."
Note: If you remove the integration and associated data, we're legally required to delete all the associated data like events, participants, and customers that came from Zoom within ten days. If you chose this option, we'll disable your integration but keep your data around for a week before deleting it permanently. We'll send you two reminder emails about the soon to be deleted data in case you change your mind and want to give us your consent to keep it for you.
If anything is unclear or if you need help, reach out to our amazing support team by creating a support ticket. We'd love to help you!