Course Content
-
0 / 26
Your Account
-
How the Trial Works
-
How to Change Your Plan and Billing
-
How to See Your Account Overview
-
Account Administrators
-
Changing Your Time Zone
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Simplero Search, Filter, and Save Views2:04
-
Setting Brand Colors
-
Places to Change Colors and Graphics
-
Setting Labels
-
The Notice Box
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Flex Plans
-
Billing at Simplero
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Cookie Consent Banner
-
Opt-In Form Designs
-
-
0 / 6
Domains and URLs
-
0 / 18
Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Product Catalog
-
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
-
-
0 / 11
Your Media Files
-
0 / 4
Landing Pages
-
0 / 10
Forms
-
Form Fields
-
Creating Opt-In Form
-
How to Setup List opt-in Forms8:53
-
Embedded Opt-In Forms
-
Utilizing More Than One Opt-in Form
-
Sign-up Forms on Your Simplero Sites
-
Viewing Custom Questions On Order Forms
-
Default Opt-in Box on Order Forms
-
Use Merge Fields to Register a Subscriber for a Webinar
-
How to Install Google Analytics Tracking Code
-
-
0 / 16
Lists & Contacts
-
How to Manage Your Lists and Contacts
-
Creating a List
-
List Confirmation
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Retargeting Not-Engaged Subscribers and Contact Cleanup
-
Exporting Contacts from my List
-
Merging Duplicate Contacts
-
Changing a Participants Email Address
-
Seeing What Your Customers Sees
-
Tags
-
Segments
-
Do Not Contact and Bounced Emails
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Preferred Sender Program
-
Unengaged Contacts Tracking
-
-
0 / 28
Broadcasts
-
Broadcast Overview
-
Email Template Design
-
Email Font Size
-
Creating a Broadcast
-
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
-
Newsletter Scheduler
-
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 footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
Magic Login Link
-
The New Simplero Editor - Beta
-
-
0 / 7
Other Customer Communications
-
0 / 19
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 Pages (AKA Dripping Content)
-
Courses
-
Quizzes
-
Course Preview
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Podcast Feature in Membership Sites (RSS)
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Auto-publishing: A Visual Representation
-
Membership Groups
-
How to Use Engagement Badges
-
-
0 / 12
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
-
-
0 / 35
Product Pricing
-
Payment Processor Setup
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Credits
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Global Coupons
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Collecting an Outstanding Balance
-
Upsells
-
Downsales
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Troubleshooting Payment Processor Issues
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
-
0 / 21
Purchases and Participants
-
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
-
Renewal Notifications
-
Invoice Settings
-
Retrying Failed Charges
-
-
0 / 20
Automation
-
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
-
Emails for Automations
-
Triggers Overview
-
Adding a New Trigger to an Existing List or Product
-
Triggers on Link Clicks
-
Triggers on Prices
-
Abandoned Cart Trigger
-
Global Triggers - Targeting and Re-Targeting Leads
-
Working with Webhook Triggers
-
Bulk Actions
-
Global Snippets7:18
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 11
Marketing & Affiliates
-
0 / 22
Integrations
-
Using Simplero With Your Existing Website
-
API Keys
-
Zapier
-
Acuity Scheduling for Bookings
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
Twitter
-
How to Configure PayPal Payment Processor3:15
-
Authorize.net
-
How to setup MobilePay
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Install Google Tag Manager on Simplero
-
Facebook Messenger Chat
-
Embed a Facebook Page Widget
-
Facebook Pixel and Verifying Domains2:12
-
How To Use the Zoom Integration
-
How to Integrate WiserNotify With Simplero
-
How to Integrate Group Collector With Simplero
-
How to Integrate Interact Quizzes With Simplero
-
Pipedream
-
-
0 / 15
Trouble Shooting
-
Can't access the content they purchased?
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Stripe payment issues
-
Troubleshooting Email Addresses
-
Troubleshooting Opt-in Form Issues
-
Why is my E-mail not being delivered?
-
Troubleshooting Forum Notifications
-
Troubleshoot Price Issues
-
Debug a Facebook Share / LinkedIN share
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Troubleshooting Space Access (A deprecated feature)
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Microsoft Says a File Has a Virus
-
-
0 / 16
Deprecated Features
-
Spaces (deprecated)
-
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
-
-
0 / 3
Nerdy stuff
-
0 / 1
Events
Basic Events
Do you have an incredible event coming up? Wouldn't it be great if you could give your contacts a way to easily add your events to their calendars? With the new Simplero feature, Basic Events, you can! Read on to see how simple it is.
Create a Basic Event
1. Click on Events from the Content dropdown.
2. Click on the Create a basic event button on the far right.
3. Fill in the event details and select the Create event button.
Manage a Basic Event
You can update the details of an event at any time on the newly created admin page:
There are two additional buttons displayed on the top right corner now:
Join URL: Link to the URL where the event will take place.
View Event page: Link to a newly generated page (like below) that contains the event info and the option to add the event to different calendars. This is the link to share with your contacts.
Recurring Events
On the Event Edit tab scroll down to Recurring Settings, then click on ‘Recurring’ to see all the occurrence options underneath:
1. When do you want this event to repeat:
Daily
Weekly (fe: on Tuesdays)
Monthly
At a specific time of the month (fe: the third of every month)
At a specific day of the week (fe: every Tuesday of the second week of the month)
2. Repeat Interval: the minimum time required before the pattern can be repeated. Generally stays on 1 unless you would like to set up gaps between repetitions.
Event will finish by
After a count of occurrences (fe: 2 repetitions)
On a specific date (fe: Jan, 1st 2023)
Example: set up a recurring event that repeats weekly every second Tuesday until April 1st:
Now in Beta
Request registration to basic events: Automatic and Manual approval can be set up on the Registration section in the Event settings.
Automatic registration
The Register button will now be visible on the Event page for your members to register for the event.
They’ll see the confirmation at the top right away and the option to cancel the registration if they change their mind or cannot make it:
The participant will now show as Approved on your dashboard where you can also cancel the registration manually if needed:
Manual registration
In this case, the participant will see their registration as Pending as soon as they Register to the event.
The participant will now show on your dashboard with the options to approve of deny registration:
There are also a few triggers that have been added alongside with this new feature:
While in Beta, we are taking feedback and improvement requests to make it work best for you! Don’t hesitate to let our Support team know!