Contacts are individuals who are part of your customer or subscriber base. Simplero's contact management system allows you to store and organize your contacts’ information. Managing contacts effectively helps optimize marketing efforts and drive business growth.

Lists

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A list is a group of contacts who have opted-in to receive emails from you, and knowing how to manage and nurture your list(s) is essential to running an online business. Often, a list is referred to as your newsletter, but you might also have a list for a webinar, a summit, or a specific free content download.

Creating a List and Importing Subscribers

In this guide... Creating a list Configuring Confirmation(aka Double opt-in) Importing Subscribers Manually Upload CSV file Copy from Current List Create a signup form Choose the list content To Create a List Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the blue Create new list button in the upper right corner: Give your list a name: This will create the list and take you to the Configure tab: Setting up Confirmation (aka Double opt-in) Simplero has a default confirmation set-up but if you would like to edit it and personalize it you can do so in the Configure tab of your list. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to edit Select the Configure tab Note that Double opt-in is automatically enabled. You can toggle it on or off as desired. Edit your Confirmation email by selecting Customize the confirmation email: Click the blue Save changes button at the bottom. Adding Subscribers There are 2 ways to access the spot to add subscribers: Subscribers Tab: Select Contacts from your Simplero Dashboard Choose Lists from the dropdown menu Select the list you want to edit Select the Subscribers tab Click on the red + Add subscribers button: Import Contacts Button: Select Contacts from your Simplero Dashboard Choose Lists from the dropdown menu Select the list you want to edit Click on the white Import contacts button in the top right-hand corner: There are 3 ways to add subscribers (from either place above): Enter Manually: This section allows you to manually enter the names and email addresses of your subscribers. Follow either set of steps here (Subscribers tab or Import contacts button) Select the Enter manually tab: Enter the email address and name in the box, separated by a comma Choose your Options and click the blue Import button when done to add your subscribers: Upload CSV File: This feature allows you to import a list you have saved in CSV format. Before importing, make sure the encoding of the file is UTF-8. That's an indication of how special characters - basically anything but the 26 letters of the English alphabet and the digits 0-9 are stored. If it's not UTF-8, then it's probably going to get rejected by Simplero, and you'll need to change the encoding before uploading. Here's an online tool that can help you detect encoding and convert it to UTF-8. Follow either set of steps here (Subscribers tab or Import contacts button) Select the Upload file tab. Click the Choose file button to choose your subscribers list from your computer: Choose the columns. However, if you have a custom field to import, you must first add the custom field in your contacts Select Settings >> Custom fields from your Simplero Dashboard Add the field Now go back to your CSV upload process and then select the appropriate field option from the drop-down menu: Once you're happy with that, click the Save changes button *Note that if your file was downloaded as a zip file you will need to open the zip file and save the CSV file before importing * If you are migrating from another mail platform check out our guides on Migrating 3. Copy from the current list: Follow either set of steps here (Subscribers tab or Import contacts button) Choose Copy From Current List Choose which list or product you want to copy your subscribers from Click on Copy now Create a Signup Form Navigate to the Signup Forms tab on your list. Choose to either create a Full landing page or an Embedded form and follow the instructions in these guides for the next steps: Full Page Landing Pages Embedded Landing Pages Content The content tab in your list can be used to give a customer a freebie opt-in such as access to a membership site or a downloadable product. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to give access to content Select the Content tab: Click the white + Add file button under the Lead magnet content section to add media files OR Check the white Box next to the name of your existing site under the Membership sites section to give them access to a membership site You can add another membership site via the blue link Scroll down and click the blue Save changes button

List Confirmation

A double opt-in is an email that’s sent to a customer to confirm their desire to subscribe to a list: Why We Do Double Opt-In When someone signs up, we have no way of knowing whether the email address they entered on the signup form actually belongs to the person who entered it. Anyone who knows your email address could put that into any signup form out there. That sucks. So without double opt-in, we have no certainty that it was actually that person who wanted to get emails, and that can be a problem if that person decides to go after you for spamming. Having the electronic paper trail of a double opt-in keeps you safe. Our double opt-in feature is designed to solve this problem 💥 It's true that some people are not going to confirm. They forget. They change their minds. They get busy. The email doesn't reach them. Whatever the situation, you will lose a small percentage of subscribers. Why Double Opt-in Gets You More Sales It’s also true that the subscribers you do get will be more committed. They've actively confirmed, which means you know everyone on there really does want your emails. That's a good feeling to have. There's also a psychological trigger known as Commitment and Consistency that'll start playing in your favour. What it says is basically that we have a tendency to stay congruent with our earlier choices, no matter how small. So the simple act of confirming their wish to receive your emails is going to make them more likely to want to continue to receive and read your emails, and possibly even buy from you later. In short, it's always a good idea to require double opt-in. Also know that if the person has already confirmed their subscription for one list, we don't require them to confirm again when subscribing to another list. Once per business should be enough. The only times I wouldn't do a double-opt-in is if I'm making a quick throw-away list for, like a party invitation or something, where it's really no big deal. Writing a Compelling Confirmation Email The next piece is to make sure you write a compelling confirmation email: In the email, remind them why they signed up. Remind them of the benefit to them: The free gift they receive, or the awesome insider tips, or whatever it is. You really need to make sure that you seal the deal in that email. Use the text on the button wisely. Maybe they want to click that button. That's it! You're in the clear, legally. People get their stuff and they're going to love you more and buy more from you. What's not to like about that? How it works Someone requests to be added to your email list by adding their name and email to your signup form. Simplero sends them an email asking them to confirm. They need to click a special link in this email in order to be put on the list. Once they've clicked the link, their subscription is active, and they will receive auto-responses, have access to freebie content, and anything else that comes with being a subscriber on the list. Unconfirmed list subscribers When you're using double opt-in ("requires confirmation") on your list, it will mean that some of the people who subscribe may not confirm their subscription. A typical unconfirmed rate is between 5% and 20% of signups. There are many possible explanations for why people don't confirm their subscriptions: They change their minds They get worried about spam and whether they can easily opt-out again They realize they're already subscribed with another email address They get busy with other stuff and forget They forget why they signed up They can't figure out how to click the link (if they can't click the link, chances are they won't be buying from you anyway) Their mail client makes it difficult to click the link Someone else signed them up by entering their email address in the form They mistyped their email They deliberately wrote a bogus email in the field It's some kind of bot that for God knows what reason, enters bogus email addresses into your form The confirmation request email gets mis-filed in their junk folder The confirmation request email gets deleted by their email provider because they think it's a spam One thing you can do is be very explicit about: The fact that they’ll need to confirm their subscription Why they need to go through that cumbersome step (prevents spam) What benefits confirming will bestow upon them The benefits should be iterated both on the web page they’re redirected to after signing up that says "you need to click the link to confirm your subscription", as well as in the email requesting confirmation. If you want to research this for your own list, write a random sample of the unconfirmed people and ask them if they've gotten the confirmation request email, and why they haven't clicked the link to confirm. That should give you a good indication of where the problem may lie in your case. There's usually no silver bullet, but the more "holes" you close, the better confirmation rates you'll get. Resend email asking for confirmation If your subscribers didn’t confirm their subscriptions to your list, you can remind them to do so. Head to Lists >> Choose the list >> Subscribers Select the tab Unconfirmed Add a checkmark to the contact(s) Click select action and select Resend email asking for confirmation or just select the Resend Icon (an envelope):

Manage Your Lists

Below are some of the best practices for managing your lists and contacts. House List Most businesses should have one main email list that they send regular newsletters or emails to. In Simplero, this will be the list marked with a little house next to it. The house list, we call it affectionately. If you have multiple distinct audiences, you might have several main lists. When you send broadcasts, you want to always send them to your house list, unless it's specific to one of your sub-lists. Additional or Sub-Lists Create sub-lists for events, webinars, or opt-ins. While it's important to create sub-lists for specific events, webinars, or opt-ins, you still want to add those subscribers to your main list, so they receive your regular emails and newsletters. For campaigns, typically, it's best to wait until the campaign is over before you add subscribers to your main list. To add subscribers to your main list: Navigate to Contacts>>Lists on your dashboard menu: Select your House or Main list: Select the Import contacts button and then Copy from other tab. Select from Lists or Products and mark the options you want for your Import options and Auto responses: Click the blue Copy now button to save. For evergreen funnels or special offers, you can add subscribers to your main list right away. In this case, the easiest way is to set up a trigger on the sub-list that also adds subscribers to the main list. You can temporarily pause emails to that list while subscribers are in the funnel by using triggers or adding a step in your automation funnel. Check out our guide on triggers for more on setting those up. When you're done with a sub-list, just click the little star next to the list on the overview, and we'll hide it from then on. It's not too hard to find - but this way, it won't clutter up your main list screen anymore: Again, we want to emphasize that unless a broadcast is specific to sub-lists, it's always best to email the main house list. If you have your sub-lists set up with a trigger to auto-add everyone to the main newsletter, you won't have to worry about missing any contacts! Adding to Your House List From a Product When you send newsletters and sales promos, we always encourage sending them to your house list, so it's a good idea to get people from your products into your main list. This can be done through a trigger on the product or by having an option on the order form allowing the customers to choose if they want to be on that list. On the Order form tab for your Product, you’ll see three options under Options >> Email opt-in check box: Default: The opt-in check box on the order form will add them to your House List. The check box label will use the default label you added via Settings >> Privacy >> GDPR consent message for the checkout form: Because this label is default and account-wide, it will automatically translate to the customer’s browser language (as long as you didn’t force the order form to be in your default language under Account Settings >> Localisation). Custom: This allows you to override the label and sub-label for the opt-in check box. You can also choose a different list other than your House List to add them to when they check the box: None: This removes the check box from the order form altogether: Importing a List From Another Server When you import subscribers to a current list, you'll want to do so before turning your Autoresponders ON or adding a Trigger to the list to start an automation. This way, previous subscribers don't receive the welcome sequence a second time: If the import is made via Upload file, activate the checkbox at the bottom to not send auto-responses/welcome emails: How Does Simplero Remove Duplicate Emails When Sending a Broadcast to Multiple Audiences? Great question! When sending a single broadcast to multiple audiences (or “classifications), Simplero will automatically remove the duplicate emails. Let's say you have a customer named Sally in all four of the following classifications: Zebras Rock (the house list) Apples and Bananas (tag) Xylophone Course (product) Laughing Hyenas (segment) If you send a single broadcast to all four classifications, Simplero will remove duplicate emails from those classifications in alphabetical order. In the example above, this means the broadcast would get sent to Sally once, via the Apples & Bananas tag. This isn't ideal, as Sally can't unsubscribe from a tag or a segment. That's why we always recommend sending broadcasts to a list or a sublist. This way, your contact can unsubscribe. We encourage our users to not overdo it with sending broadcasts to multiple classifications. If a contact is on more than one classification, they have to unsubscribe from each one separately to stop getting emails from you. It's best to make it easy for your contacts to know what they've signed up for by adding them to a minimal number of lists with easily understandable names. This makes for a better user experience overall 🎉

Deleting a List

Deleting a List Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to delete Select the 3 dots in the upper right side of the Navigation Bar. Then press the Delete button: Click OK on the popup to confirm your request to delete your list: Note that this will also delete any sign-up forms and auto-responses on that list. However, it will not delete the actual contact records of your subscribers - just their association with the list.

Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume

Auto-subscribe and Auto-unsubscribe These are special links that you can insert into a broadcast, auto-response, or library email, which, when the recipient clicks it, will auto subscribe them or unsubscribe them to/from the list you copied the link from. One of the things that it's particularly useful for is a one-click opt-in to a list. You can use this for a super quick opt-in to an event, to set up a sublist for people who are interested in a given topic or product, and so much more 🎉 Just grab the link, insert it into an email, broadcast or auto-response, and you're good to go! Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select your list Click on the ink icon in the top right corner to see the links for Auto subscribe URL and Auto unsubscribe URL: Click the clipboard icon next to Subscribe or Unsubscribe to copy the URL Insert this link into an email, broadcast or auto-response REMINDER: These links don't do anything on their own. They only work when you put them in a broadcast, auto-response, library email or "Thank You Page", and only when you send it out for real, not in a preview. Also, we’ll show a successful page as soon as they subscribe/unsubscribe using these links (using your company logo): Unless you’ve set up your own Custom Page in the List Content tab: Other Unsubscribe Options Aside from giving your customer the option to unsubscribe in an email body with the auto-unsubscribe link, Simplero offers them the option to unsubscribe in the footer of your email broadcast. By clicking that unsubscribe link, your customers are taken to their account page where they can see all the lists they’re subscribed to and edit their subscriptions. Unsubscribe from All Lists Often times a customer will unsubscribe from a list not realizing they’re on multiple lists with you. In turn, they get upset when they continue to get emails. If they email you, we recommend two things... First: As we mentioned above, be sure to direct them to the guide on how to unsubscribe themselves. Second: Be sure to always send emails to your main newsletter list unless they’re specific to a sub-list or product. Of course, if you desire to automate it for them you can add a trigger to the list - so when someone unsubscribes, they’ll also be unsubscribed from all lists. Suspend or Resume a List Subscription This is useful if you want people to go through an introductory sequence when they subscribe to your list, and you don't want them to get your normal newsletters until the intro sequence is over. It’s also great if you’re using a sublist that filters to your house list, but don't want your subscribers to get emails from both at the same time. Here's what to do: Create a trigger on Subscribe that starts an automation Create a trigger on Unsubscribe that stops the automation (This is important! Otherwise they'll keep getting your intro sequence even after they've unsubscribed, and we don't want that) The first step of the automation is to suspend the subscription to the list that you want to pause emails from The last step of the automation is to resume the subscription to that same list In-between you can do anything you want—emails, texts, webhooks… all of the fun stuff ✨

Retargeting Not-Engaged Subscribers

As an online business owner, there are times when you might want to find subscribers that have not engaged with you lately. You might want to reconnect with them (this is called retargeting) or perform an action on a group of contacts, like providing access to a membership site or updating their lead score. Often people just want to run a cleanup and get rid of old subscribers and dead leads who count as a contact in your Simplero account, but aren't likely to bring in future business. While you may consider deleting contacts that have been unsubscribed from your list for a while or have marked themselves as "Do not contact", in Simplero we recommend cleaning up contacts that didn’t re-engage after going through a retarget process. This guide will show you how to locate these subscribers and give you some options for what to do with them. But First, a Few Helpful Definitions Not engaged during… - A filter you can set to see who is not opening/clicking on your emails during a certain period. Unconfirmed - People who signed up for your list but didn't click the link in your double opt-in confirmation email. They're not considered active subscribers to your list. Inactive - A list view that includes people who are unconfirmed, haven't given you GDPR consent, and/or have opted for "Do Not Contact." Unsubscribed - Contacts who requested to be excluded from the list content. Do not contact - Your subscribers will have the option to mark themselves as "Do not Contact". They’ll be unsubscribed from all lists automatically and excluded from any further communications. Locate Not-Engaged Subscribers Within a Specific List Select Contacts from your Simplero Dashboard. Select Lists from the dropdown menu. Select the List you want to search. Select the Subscribers tab. Click the Filter option and select Not engaged during... Select your Date Range or click the hyperlink for This month, Last month, This quarter, etc. Click the blue Apply button. This will give you a custom view of your not-engaged subscribers for that specific list during the time period you chose. In your filtered not-engaged list, you can then select a subscriber and pick an action from the list. You can add the subscriber to a new list, unsubscribe them from a list, start them in a re-engagement automation, assign them a tag, or something else: Click the box next to their name and click the Select action drop-down list to perform an action. Once you select an action, a pop-up screen will open, and you can complete it. If you’d like to delete a subscriber: Check the box next to his/her name. Click the Select action drop-down list and select the Add a tag option. Type to create a Tag or select a tag from your drop-down list and click the blue Add a tag button: Select Contacts from your Simplero Dashboard. Select the Tags tab: Click on the Tag you've just created. If you want to delete all the contacts in this tag, click the box at the top of the list of names to select all contacts: Review the list carefully before deleting. Keep in mind it is not possible to restore multiple contacts simultaneously once they've been deleted. Click the Select action drop-down list. Select the Delete option and click OK to confirm your action. OR simply press the trashcan icon: Locate Not-Engaged Subscribers Via a Segment It's always best practice to go with locating not-engaged subscribers via the list option above. However, there might come a time when you prefer to see a particular segment, such as the people who weren't engaged for a specific series of emails. NOTE: If you use this method and send the same broadcasts to multiple lists, it won't return the desired results. Here's how to find not-engaged subscribers using a segment: Select Contacts from your Simplero Dashboard Select the Segments tab from the dropdown menu Click the red Create a segment button in the upper right corner: In the Include section, select any lists or emails you want to remove not-engaged subscribers from. For example, if it's for a specific Broadcast, select the Group Type "Broadcast recipients" and choose the Broadcast Name as the Source: In the Exclude section, click the + Add exclude... button to select any lists or broadcasts you sent during the period you're interested in. For example: If you want to find anyone who hasn’t opened an email in the last six months, then exclude all broadcasts sent to the list during that time. To do this, you would select the Type "Broadcast Recipients" and choose all the broadcasts that were sent over the past six months as the Source. Make sure to click the Add Member Group button. After these steps, you'll have a segment of people who haven't opened an email in the last six months or whatever time frame you selected. So, Now What? You have a few options for what to do with this segment or custom view: Perform an Action You can "perform an action” in two places. 1. If you’re locating the not-engaged subscribers through the list: Once you have that view, check the boxes next to their names, and a drop-down menu will appear at the top where you can choose the action: Remember that if you would like to delete these not-engaged subscribers, you need to give them a tag. Go to Contacts >> Tags and select the tag you just created. Then click the box at the top of the list of names to select all the contacts in that tag and use the drop-down menu to delete them (see instructions above for "how to delete subscribers"). Remember to review the list prior to deleting. 2. If you created the list via a segment: Go back to your Segments and select the segment you want to perform an action on. Then look in the upper right corner and click the Perform action... button: The Trigger screen will appear so you can select the action: To delete contacts on the segment, click on the "View contacts" icon at the bottom of the segment: You'll be redirected to the Contacts view with the segment filter applied to it. Check the box next to the contacts and select the action delete: Retarget You can set up an automation that sends an email or series of emails to the selected group to retarget them for engagement. To do this, perform an action to put these people in a new list and start that new list in the automation. Unsubscribe If you want to unsubscribe not-engaged subscribers from your list, perform an action and choose “Unsubscribe from a list.” Select the list you searched to create your custom view, the list you added in the include section of the segment, or the lists the broadcasts were sent to. You'll also be able to unsubscribe them from all lists if you want to delete them eventually or run a contact cleanup: If you’ve been through your not-engaged contacts and already went the extra mile to retarget those possible leads, but there are still some contacts you haven't heard back from… It might be time to consider cleaning up those contacts you could be getting billed for and that, at the end of the day, aren’t returning any value to your business.

Exporting Contacts From My List

If you want to export your contacts from your list, you can do so by downloading them as a CSV or an Excel file. Follow These Steps: Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to export contacts from Select the Subscribers tab In the table, click the Download button and you'll see the CSV or Excel option menu Choose the file format you wish to download and then Save it: Want to also export your custom fields? To do so, follow the steps below: Navigate to Contacts from your Simplero Dashboard Select Contacts Filter by the List of Subscribers Add columns including the custom fields you’d like to include in your export Download the current view It's that easy!

Preventing SPAM Contacts

Simplero has a number of built-in mechanisms to prevent spammers from ending up on your contact list. All of the following spam checks are automatically built into your Simplero account. You don't need to do anything to enable them. If Simplero detects that a user signing up to your list is suspicious, we make them go through an extra step (Captcha) to first confirm they're human. There is a long algorithm and series of checks we do to determine what is "suspicious." Finally, Simplero has a periodic job that removes spam signups that got through. So while you can delete them yourself, we'll also handle this for you weekly. Even though lots of work has been done to combat spam in Simplero, it's possible that some Spam still slips through. If you notice an increased rise in spam, please contact Simpero Support and we'll see if there's something we can do.

5 Kick @$$ Strategies to Build your List

Create a List Opt-in Form

You have two choices of opt-in forms which include: So what is the right one for you? It all depends on what you’re looking for, so let's assess the difference: A full-page landing page is ideal when you have more information to convey. A great example of this would be if you have a list sign-up for a webinar. Here you’d want to convey to them the date, why they want to be on your webinar and what they will learn. Bottom line is, your opt-in needs to be more like a sales page and not a pop-up box - so a full page landing page is the way to go. Embedded opt-in forms are great when you don't have a lot of information to convey to your lead before getting them on a list. An example would be getting them on your newsletter email list. Here you’d only need to convey to them that is what they’re doing, and then collect their name and email. Embedded opt-in forms are generally pop up boxes that could appear if your lead clicks a link, or scrolls to a certain point on a page. Or maybe it comes up when they land on a page of your website or when they try to exit. But it can also exist as a permanent form on your website home page (or any page you desire). Use the Raw HTML code if you want to use the form somewhere else. This type of signup form has no styling from Simplero. You add the styling in whatever system you use to display the form, such as a WordPress page, Leadpage or WebinarJam. You can't make any edits within Simplero to this form. Related content For step-by-step instructions on creating Full page landing pages, check out this guide. For step by step instructions on creating and embedding opt-in forms, check out this guide. Occasionally the need may arise to have more than one opt-in form on a single landing page. Maybe you have one webinar being held on different dates. We make that easy with the creation of a single landing page mixed with multiple embedded opt-in forms. For a step by step instructions on this, check out this guide.

Utilizing More Than One Opt-in Form

Did you know you can use more than one opt-in form on the same page? Having multiple opt-in forms gives you a greater opportunity to gather customer information and start building valuable relationships. It takes a minute to get it all set up, but this could be a great option for your business! Here's how to use more than one opt-in form: Create each of your opt-in forms (see instructions here). Create your landing page (see instructions here). Make sure you have a button or text on each opt-in form that will be used to trigger that form: Go to your first opt-in form and copy the Manual Trigger code for multiple opt-ins: Select Marketing >> Landing Pages Go to the Opt-in tab and filter by the List. Click on the Embedded landing page Stay on the Content tab and scroll down to the Manual trigger code In the Manual trigger section, copy this code (<a href="#simplero-landing-page-171284">Show the form</a>) and paste it into a blank Notepad or Word document: Go to your second opt-in form and copy the embed code: Select Marketing >> Landing Pages Go to the Opt-in tab and filter by the List. Click on the Embedded landing page Stay on the Content tab and scroll down to the Embed Code section Copy this code (<script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script>) Go back to your Notepad or Word document where you copied the Manual trigger code. Within the Manual trigger code, find where it says "Show the form" and replace that text with the Easy embed code: Manual trigger code: <a href="#simplero-landing-page-171284">Show the form</a> Easy embed code: <script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script> Your code should end up looking like this: <a href="#simplero-landing-page-171284"><script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script></a> Copy all the code from your Notepad or Word document and paste it into the code of your landing page. Repeat steps 3-7 for each opt-in form: Note: One opt-in can be an auto pop up, but the others need to be manual as it gets messy if they're all set to automatically pop up.

Integrating a Simplero Signup Form Onto Another Site

If your main website is hosted with Wordpress, Squarespace, Wix or some other provider, it's fairly easy to integrate a Simplero Signup flow onto that site. Then users can fill out a form using your Wordpress design and be added to your Contact list in Simplero. Here's how it's done: Select Marketing >> Landing Pages >> Create a new landing page. Create a New Signup Form and select Embedded Form Follow the steps in this guide to create your Embedded Form On the Content tab, scroll down to the Embed Code (required) section and copy it to your clipboard: Paste the Embed Code into a Script or source code section on your external website.

Troubleshooting Opt-in Form Issues

If your Opt-in Form is not appearing on your website, we encourage you to check out the settings and be sure you don't have limits set that have been reached. Select Marketing >> Landing pages >> Embedded tab Locate and select the signup form name Select the Settings button on the header's top right corner: If the landing page Presentation is set to Modal, scroll down to the Restrict Views section and check your settings. If you want the same person to see this opt-in every time, set your limit to 0 days and 1000 times: If the landing page Presentation is set to Inline, scroll down to the Already Converted section, select to "Show message" or "Show the form". Otherwise if you select “Show nothing” and you’ve already opted in yourself, but then try and view again, it will not show: When “Someone submits a signup form” trigger doesn't send out the email If you have this trigger set up and it doesn’t fire, check if the list has Double opt-in enabled via List >> Configure: If it does, we won't send an email unless they’ve already confirmed their subscription. If they haven’t confirmed their subscription, their status will be Unconfirmed under List >> Subscribers: Since the trigger fires right after submission, they might not have confirmed their subscription yet by the time we've fired the trigger. We suggest you set up an automation instead of sending the email directly if your list has Double opt-in turned On. Using a SquareSpace Website? When using SquareSpace you cannot utilize the function that allows the pop up to disappear if someone has already converted and if they've seen it "x" amounts of times. If you’ve set up those settings in Simplero, then the opt-in will not appear on your SquareSpace site at all - so you need to verify they’re not active. Also when inserting the code into Square Space the correct block to use is called a "content block". This is where you’ll paste your embed code.

Auto-Responders

When someone joins your list, you probably want to nurture that relationship so they’ll 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 behaviours. If you're using an autoresponder, you can add triggers to it 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 red + 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 in the subject line. Internal Name: What admin screen calls the email (only you can see this). Press the blue + Internal name link on the right-side to add 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 the 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: At the bottom of the page, below the email body box, you'll have checkboxes next to each page and course content that is set to drip. If you tick those boxes, the auto-response will give access to that content as soon as it is sent. Note: The list or product needs to be giving access to the site/course through the content in order to use that option 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 six grey 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 it 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 who 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: Pausing Auto-responses in a purchase It might happen that your customer changes their mind and they want to stop receiving your content for a while. If you are delivering your content via auto-response, you can pause the auto-response series from your purchase screen. In the participant section of the screen, click on the date next to “auto-responder started at” and then click “pause”: You can then resume at any time: After resuming, the auto-responder will continue from the day that you pause it. For example, if you pause it on day 1, it will continue from day 2 when you resume it, regardless of how many days you keep it paused. Creating an Automation We have a series of guides 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 do). 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 entering them into an automation and then adding a trigger to each list 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 over to an automation sounds time-consuming. But don't worry, it's not! And it’ll 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: Voilà! The conversion will happen in the background, and you’ll be notified when it’s complete. If you head to Marketing >> Automations, you’ll see your converted automation at the top of the list: 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). Maximum size of Emails The maximum size of email attachments is 20 MB. If you attach anything over that, we will show a warning. If you ignore it, the auto-response will not go out. In this case, we will send a notification to the admin of your account with the title: Your email has not been sent. You will have to correct your email size and any pending emails will be sent automatically once you fix this issue.

Resending Auto-responders

Resending to Missed Contacts There may be times when you decide to add an autoresponder to your list and want it to go out to people who are already on the list. There is a quick and easy solution for this: At the top of the edit screen, above the Subject area, you will see the MISSED BY # (WHO?) and below that there is a white button that says "Send now": Select that Send now button, and the autoresponder will be sent to anyone currently on the list who did not receive the autoresponder Resending Auto-responders to Re-subscribers Do you have an opt-in such as a quiz or freebie where people might subscribe more than once without unsubscribing first? Do you want to be sure that they get the auto-responders again and again? We have a solution for that. Convert autoresponders to an automation: If there are some of the auto-response emails you only want people to receive the first time they sign up, turn them off by toggling them to DRAFT before converting, and then turn them back on by toggling them to ACTIVE afterward so they are not included in the automation. Make sure not to turn the auto-responses used in the automation back on after the conversion turns them off, otherwise, people will get them twice. Edit your automation settings to allow contacts to enter more than once: Select Marketing >> Automations from your Simplero Dashboard Locate and select the Auto-response name Click the Settings icon in the upper right corner In the Advanced section, make sure Only allow a given contact to run this automation once is toggled OFF: Click the Save changes button Change the start automation trigger from being on subscription activated, to being on "Asked to be subscribed..." Select Lists & Contacts from your Simplero Dashboard From the Lists tab, select the list with the automation trigger you want to change Select the Content tab Scroll down to the Triggers section and click the Pencil icon on the right side to edit the trigger: The Edit trigger screen will open. Click the drop-down arrow and change the start automation trigger from being on Subscription Activated to being on Asked to be subscribed (whether already subscribed or not): Click the Save changes button Now whenever anyone completes your opt-in they will be able to receive your autoresponders in the automation at any time.

Deadline-Funnels

Deadline-funnels are a great way to boost sales and business growth, and now you can create them in Simplero! What's a Deadline-Funnel and How Does it Work? The idea is you make an offer that, for example, is only available for 48 hours after people opt-in, and your emails and landing pages include a countdown timer to that point in time, to add urgency to the decision. An example of a Deadline-funnel setup would be: Have a List signup that sends an autoresponse The Autoresponse has a countdown and a link to a landing page The landing page has a countdown and a link to the product order form with a secret price Your core feature to set up a deadline funnel is the Countdown timer. Setting up a Deadline-Funnel Using a List Sign-Up Model Create your list and Auto-response including a Countdown timer: Setup your countdown timer. Choose Count down to a period after activation to make the timer Evergreen (so it counts down from the time each client signs up for your list or purchases your product). In the example below, the countdown will run until two days after the user signs up to this list: Create a landing page and include a countdown timer section. Note that you will need to choose a landing page with the Legacy Builder for now (this feature is not available yet on the 2.0 Builder): Setup the same time period and customize an end countdown message too! Add a link to the product secret price: Include the link to this landing page in the list Auto-response by clicking on the link icon in the Landing Page Settings to copy it: Then paste it into the Auto-response (using the full URL, a hyperlink or a button): Other Setup Examples Products >> lead to a deadline-offer via an auto-response sent right after purchase: Automations >> instead of using the Auto-responses tab, fire an automation with purchase/subscription triggers via the Content Tab of the Product/List under the Automations section: In the automation, include an email with the countdown feature and the link to the landing page with the countdown section! Broadcasts >> insert a countdown on your broadcast as well as the link to the landing page. Make sure your recipients are either list subscribers or participants of a product: Note! If we don’t have activation at info, the page section will count down from the specified fixed time.

Segments

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Segments are very useful for identifying a specific group of customers in your contacts that's not on a single list or in a single product. For example, you may want to find out who is on a specific list but has not purchased your product. Or maybe you want to see the group of people in your newsletter who have shown interest by clicking on the sales link that you sent in a series of emails.

In Simplero, we can identify these groups and more using the segments feature.

Please note, we don't recommend emailing segments as there's the potential for someone who has unsubscribed to receive an email depending on how the segment is determined.

Create a Segment

Create a Segment Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Click the red Create a segment button located in the upper right corner. In the Include section, choose where you're collecting these contacts from (e.g., a list, broadcast, product, auto-response, automation, space, etc.). Then Select Sources (which list, broadcast, product, etc.). Specify any additional Conditions for this member group. Click the blue Add Member Group button, and this will start populating all the contacts for that segment. Click the white + Add include... button to add as many member groups as you would like, and repeat step 4 until everyone you want to include is listed. Optional stop point If you are looking to exclude a group of contacts, click the white + Add exclude... button under the Exclude section. Complete each drop-down that appears, select the list, broadcast, tag, etc. that you want to exclude, and click the Save button. You should now see a list of everyone in the segment.

Perform an Action

Perform an Action for Your Segment: Now that you've got your segment, you have two options for performing an action to it. Option 1: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Create your segment or select your segment from the list. Select the Perform action... button from the top action menu. The Perform an action pop-up screen will open. Click the drop-down list in each field to select the action you want to perform for this segment, and then click the Go do it! button. Option 2: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Locate the segment from the list by clicking the box next to the segment name. Click the lightning bolt icon on the far right side of the segment name Send a Broadcast to a Segment You have two options for sending a broadcast to a segment from the segment screen. Option 1: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu Create your segment or select your segment from the list. Select the white Send broadcast button from the top action menu. Option 2: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu Locate the segment from the list by clicking the box next to the segment name. Then click the Envelope icon on the far right side of the segment name. Note: When sending an email to a segment, the system doesn't recognize if someone has unsubscribed to a list. Therefore, you'll want to exclude people who've unsubscribed from the list or canceled their purchases for the groups you included.

Conditional Segments

Create Conditional Segments Sometimes you may need to create conditional segments. For example, you may want to know who has purchased both products A and B versus who has purchased either product A or B. Currently, Simplero isn't set up for conditional segments like this with a single button click, but don't worry, it can still be done! Here's how: Create a tag for each condition item you want. In the example above, you would create two tags. For this example, we'll call the first tag "Purchased A" and the second "Purchased B." An example tag would look like this: Create your first segment (follow the instruction on this lesson on how to create a segment). Set it up to only include the people who have purchased Product A and click Save changes. At the top of that first Segment screen, select the Perform action... button, choose the action Add a tag, select the tag you've created for "Purchased A," and click the Go do it! button. (Your action will be performed in the background). Create your second segment (follow the instruction above on how to create a segment). Set it up to only include the people who have purchased Product B and click Save changes. At the top of that second Segment screen, select the Perform action... button, choose the action Add a tag, select the tag you've created for "Purchased B," and click the Go do it! button (Your action will be performed in the background). Now Perform another action to these two segments. This time the action will be to Remove a tag. Go back to your Segment list and select the first segment you created. At the top of that first Segment screen, select the Perform action... button, choose the action Remove a tag, select the tag you've created for "Purchased A," and click the Go do it! button (Your action will be performed in the background). Go back to your Segment list and select the second segment you created. At the top of that second Segment screen, select the Perform action... button, choose the action Remove a tag, select the tag you've created for "Purchased B," and click the Go do it! button (Your action will be performed in the background). What this will do is remove that tag from anyone in product B who has also purchased Product A. This is because if the tag isn't there already, nothing will happen to that contact, so the people who've only purchased Product B won't have a tag removed and will be left untouched. Then you're going to create one last segment. This time you'll include everyone who has Purchased Product A and everyone who has Purchased Product B. Then you'll exclude anyone who has the tag "Purchased A" and exclude anyone who has the tag "Purchased B" (this excludes people who have only purchased one product because they will have one of those tags). An example segment would look like this: When you're done, you'll be left with only the people who have purchased both Product A and Product B. If you get stuck or have any questions, contact Simplero support. We'd love to help you!

Notes and Tags

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Notes and Tags are two powerful tools that simplify keeping track of important information related to your online business. With Simplero Notes, you can easily attach notes to contacts, allowing you to keep a record of important details such as specific customer requests or purchase history.

Simplero Tags enable you to group together similar contacts or products for streamlined communication and organization. Efficiently tagging items also allows you to create targeted email campaigns which result in higher engagement rates from customers.

Simple…

Notes

Keep track of each of you customers journeys and updates using Notes! You can add Notes from the contact record directly. Navigate to your Contacts Page, then choose the contact you’d like to add a note to. Scroll down on the contact page to the section ‘Notes’. Click on Add note. A popup will show up where you can add: A title Kind: Note, Session, Phone call, Meeting. Note: the content of the note. Advanced settings Labels: to better organize your Notes. Learn more about Labels in this guide. Whose note this is: the owner of the note. Private: check the box if you don’t want other admins in your account to see this note. Click on Create note Manage Notes Navigate to Contacts >> Notes tab. Use Columns to choose what info to see on the Notes table (Poster, Contact, etc). Then use the Filter to help you locate specific notes based on Contact, Kind, Label, Poster and Private Status. From this page you can edit and delete notes directly using the pencil and the bin icons on the right. Go note it!

Support Tickets

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We all know that customer service is vital to any business. Keeping customers happy means they will become longtime customers. But as a business owner, your inbox is probably pretty full and customer emails can get lost in the mix, meaning you could miss the opportunity to support and wow a customer.

Simplero makes the customer service part of business a little easier with our built-in support ticket feature.

Set up Support tickets

You forward your support email address, to an email address that Simplero provides when you turn on the feature. All emails to your support email address (often something like support@mybusiness.com) will then show up as support tickets inside your Simplero account. You or your team can then respond to them and begin a conversation with your customer. When you have addressed their concern, you can mark the ticket complete and it will save in your Simplero account so you have it for easy reference. Let's help you get set up... First, enter the email that you will tell your customers to write to when they need support on your Account Settings. This may be something like support@mybusiness.com. This will link to when customers click on the 'Customer Service' link in the default Footer Navigation menu on your Site and your Membership Sites: Now, turn on support tickets: Select the Settings gear icon from Simplero Dashboard Select Support tickets: Switch the box that reads "Use Simplero's support ticket system for your customers" ON: Set up an email forward from your preferred support email address to the email address in the Support email section (jump down to this section for more info): Choose which sites you’d like the Support widget to show up on: If you want to send an automatic reply to your customers after they submit a help ticket, enter that in the Auto-Reply section. This could explain how often you check the support email or give them some helpful information that might enable them to solve their problem: You can send SMS to this number when a super-urgent ticket is opened under the Unassigned Tickets section: You can get notified if someone puts a thumbs up or a thumbs down a ticket via the Ticket Ratings section: You can create flags (or categories) for your tickets so customers can flag their ticket with a specific value a value when creating it (Priority level, Ticket Type, etc): Set the default assignee for your support tickets under the Settings section. This person must be an Administrator on your account with Support tickets permissions. Alternatively, you can leave tickets Unassigned: You can also set up Simplero to create a support ticket when someone replies to any of your emails: Click the blue Save changes button Forward Your Email Reminder to forward the email address that you tell customers to write to when they need support to the custom ticket email address we provide you. That email address will appear in several places on the Settings > Support page and will look something like this: You will need to do this through the company that provides you with your email address (Gmail, GoDaddy, One.com, etc). Go See What It Looks Like Select Contacts from your Simplero Dashboard Select the Support Tickets tab: Support tickets should now be an available option (If you don't see it, that means that you didn't save your settings in the steps above. Go back to the beginning of this guide and turn on the setting). From this screen, you can change the default assignee (so your team members can take turns, perhaps) and turn on SMS Alerts, which would send a text message to the Admin who turned on the Alerts whenever a new ticket is received. Simply click the Assignee button to assign another member and click the SMS Alerts off button to change the alert setting: You can also click the three dots in the top right hand corner, and you’ll see the following options: Create a ticket on behalf of a contact Edit the ticket Pipeline Manage macros Forward emails to tickets

Using Support tickets

When someone emails your support email address (support@mybusiness.com, or whatever email address you have set up), the email will filter to Communication - Support Tickets and then into the New tab. Each email will show in a list like the image below: To view and respond to the ticket, select the ticket subject. You will be redirected into the ticket where you can read it. There will also be a box to write your response. Update the ticket to the next stage, by default you have 5 options: Solved - You are closing the ticket. You will still have access but it will be filtered down to the bottom of the support ticket page under "Closed" On Hold - You are responding but placing the ticket on hold for some types of reasons Pending - You are responding but want more information. It will move into a "Pending" section in your list Open - You are responding but want to keep it under your radar. For example, to follow later on. New - The ticket will stay on the list of support tickets right where it is Type your response and click Send response below the editor. If you want to converse about the ticket with a team member, check the box below where you type your response that reads "Private message not visible to submitter." Reassign the ticket to who you want to engage with, make sure it’s in the Open stage, and then click the send response button at the bottom. Tagging support tickets using Facets This is a great tool to manage your support tickets and then, be able to filter valuable data. For example, in Simplero we use facets to be able to tag tickets by topic: You can add a facet to a ticket on the right side of the ticket page: Learn more about how Facets work here.

Tickets search tool

Located at the right sidebar of your tickets you will find a Search bar tool: Things you'll need to know >> Search results will be a list of solved support tickets + knowledge base site's content. There will be 10 items at the most Tickets and knowledgebase content are ranked, but tickets always appear above knowledgebase content. Marking a ticket as canonical (using the pin icon) will boost its ranking in search results.

Create a new ticket on behalf of a contact

If you wish to reach out to any of your contacts internally through the support tickets system, click on the small "..." in the upper right corner and then click "Create ticket on behalf of contact" and follow the instructions below: It may happen that you'd like to start an internal communication with someone that is not one of your contacts yet.. You can add them here to be able to do so: As soon as you Create the ticket, an email notification will be sent to your contact for them to reply to you directly!

Re-Assign functionality

If you would like the ticket to get automatically re-assign to the default assignee when receiving a reply, then switch the toggle to ON. Note you can set the default assignee at the Support Tickets setting page or at the Support Tickets dashboard page. This feature is particularly helpful when you have a large team working on Support Tickets and would like to speed up your response-back time.

Create and manage Macros

Make it easier for your Support Team to respond by having pieces pre-made. This feature is only available in the New Simplero editor, which must be enabled with the ProseMirror feature flag in your Simplero Labs for this to work. You’ll now find the Macros icon at the end of the Editor options to either insert a saved Macro or create a new one from the text already typed in the ticket: Give it a name, edit the Body if needed and save the Macro: It will now be available on any ticket in your account. You can also manage existing Macros on the top right corner of the Tickets page: On this page you can Create Macros, edit and delete them:

Tickets Stages

By default, you’ll have 5 different ticket stages created in your account: New, Open, Pending, On Hold, and Solved. You can edit these stages, remove them, or add new ones using Pipelines. Navigate to your Account Settings > Pipelines > Tickets tab. Click on Tickets Default pipeline. Use the Edit, Delete, and Add Stage buttons, or use the farthest left icon to drag stages to a different order: You can also create new ticket pipelines. For example, if you have different teams communicating with your members. You can then move support tickets to a different Pipeline from the Support tickets view by checking the box next to the support ticket and choosing Move to pipeline from the Select action… menu:

Surveys

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Get feedback about your content, and services using Surveys.

Build your own set of questions by choosing from all available custom field types.

Find all responses in one place so it’s simpler to follow up with your members.

Build your survey

Create a survey from your Simplero dashboard >> Contacts >> Surveys >> Create new survey: Start designing your survey questions either from the Content builder or the Table view, whichever is easier for you. The Builder Click on Add field to get started: Scroll through the survey previewer on the right side of the page to see all of the field options: Use the dots icon on the far right to drag the field to a different position. The Plus button at the bottom of the active field will add a new field right below this one. Use the edit, duplicate and delete icons to perform these actions on the active custom field: You can also add conditions to show sections based on responses provided in other sections of the survey: Page Elements There are special items you can add to your survey in addition to custom fields: Headings: Include a subheading once you select it. Dividers: Add a horizontal line across the survey. Commonly used for long surveys. Sections: Make fields collapsible. Sections contain all custom fields below them until the end of the form or until the next section. File Uploads: Give your recipients the ability to attach a PDF, document, image, etc. Hidden Fields: Render a hidden field with a predefined name. If a URL parameter is set, its value will be passed as the value of the hidden field. Table View Click on Add field at the top right corner to open the Fields side panel: Now choose which type of question to add to your survey. Survey Preview You can see a Preview of your Survey on the ‘Content’ tab. Once you’ve finished building your survey, you’re ready to share it with your members on the URL provided at the top right corner. Embedding your survey in a different page You can copy the embed code of your survey by clicking on the three dots on the top right corner: You can then place it on your pages or courses.

Survey Settings and Triggers

Access the Survey’s settings page from the icon at the top right corner: You can set up a Customized Thank You page where we’ll redirect users to after they submit a response in the Confirmation section. Set up Automatic Notifications and Automations to start automatically when responses are submitted. Add a Trigger when someone submits a response. For example, send an email or assign a task to someone on the team:

Manage Survey's Responses

Navigate to the Survey page >> Responses tab. You’ll find all submitted responses including their survey answers for a quick overview: Send Survey Responses in an Email Maybe you want to send a customer their responses to your survey via email. Well, now you can! Just follow these steps: Select Contacts on your Simplero Dashboard Choose Surveys from the dropdown menu Select the survey you want to grab the answers from Click on the first question in the survey and press + Key on the right column that slides in: This will open up the Interpolation key section where you can add a word (like radio or radiobuttons) to serve as the “Key” for this question: Now go to your email and paste wherever you want to display the answer to that question. Replace interpolation_key with the Key you chose for that question - for our example above, would become Repeat steps 4-7 for each question in the survey. Et voilà! Now if you send the email to someone who filled out the survey, it will populate their answers in each Key automatically.

Main Website

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Your website is your virtual business card and it is usually the primary website for your business. Simplero's Website is a full-featured website that includes a Blog and Pages where you have control over the content.

Website pages are extremely versatile; they can basically be anything you want t…

Website Overview

Simplero's Marketing Website section is a full-featured website that includes a Blog and Pages where you have control over the content. The first tab you will come up with is the Activity page: You can find who has recently visited your site and any posts or comments registered in your Site blog and courses. You can also set up Redirects, customise Engagement Badges by clicking the three dots next to the Configure tab: Customise the Style, Layout and Navigation of your Website You can configure the Site Navigation/Footer links by pressing Edit Layout & Navigation: You can configure the Style (colours, fonts, etc) by selecting the Style Guide:

Website Settings

Navigate to your Marketing >> Main website >> Configure tab to edit the following settings: Name and title Site URL Graphics Custom Domain Community features Notification settings Signup forms Social media links Meta data Triggers Advanced settings (Not Found Page, etc) Click on a setting above to jump down to that particular section in this guide 🥂 Name and title In this section, you will be able to edit the Name and title of how your website site appears in the Configure tab. You will also be able to select which page on your website is the Home page. Site title - this will how in the browser tabs and title bar. If you don’t add a logo to your Site Theme, we will show the Site Title in the top right-hand corner of your website. Click here to learn how to add your logo. Home page - select a Page or Course on your site that you want your Home page to be. Internal name - only you can see this name within your Simplero admin interface. You can keep it the same as the Website title or enter a new name. Labels - add any labels here if you'd like, or create a new label by typing the name directly. Site URL This is the web address that your site will be available at. You can hide the site from non-admins until you’re ready to launch and choose a landing page to show instead: Graphics The Card Image will appear on your customers’ Account Overview in their profile, where the sites they have access to are listed. We provide the following size recommendation for best results: 700 x 380 pixels The Favicon is the tiny icon that appears next to the page title in the browser tab. We provide the following size recommendation for best results: 48 x 48 pixels The Logo replaces the site title, or appears next to the site title if you have the Show site title even when logo is uploaded toggle is on: You can upload a version of the logo for light mode and dark mode. This means when a user visits the website in light mode, we’ll use the Logo for light mode (and vice versa for the dark mode version). Feed Page Simplero offers a system-generated page called the Feed Page that you can use on your site (it’s optional!) You can use it as a home page, or access it by typing adding /feed to the end of your Site URL. You can add it to your Navigation and Footer links using Layouts. This is where you can add a description that displays at the top of this page: Custom Domain If you’ve purchased a custom domain outside of Simplero and verified it in your Settings >> Change Your URL page, you can point that domain to this site here. If you have no domains verified in your account yet, you can press the white + Add domain button to add one to your Settings: Community Features Everything that has to do with liking or commenting on your Site’s Course lessons, Forum posts and Blog posts! You can also add an email address to notify of any posts or comments requiring moderator approval (based on the settings you configure for that). If you are on the Rule The World, Scale or Skyrocket plans and it's the first time you’ve come across Badges, learn more about Engagement badges here! Notification Settings NOTE! It’s best practice to host courses on a closed Site, since it’s much easier to control access to them in this case (instead of your Main Website, which is always public). However if you do host any of your Courses on your Website, participants would become Members of your Website. This is also the case when using the Blog on your Website. In this particular case, members would have the option to receive certain notifications related to the site. Choose the default settings for new members in this section: You can also disallow commenting by replying to email notifications. Signup forms This section lets you add an opt-in form(s) you've created in Simplero to every page of your site all at once. See our guide here for more detailed information on linking your different Simplero opt-in forms to your site. Social profiles (Social media links) This section is where you add all the URLs to your social media sites such as Facebook, Instagram, Pinterest, etc. so people can click on the icons from your Site footer and view your social media: As soon as you add your social media links on the section above, they’ll show up on your Site footer (example below): Meta data We have the Meta Data section where you can place your Meta title and description. You can also upload an image that’ll be shown when people share content from your website. NOTE! The picture should be at least 200 × 200 for Facebook to accept it. Triggers Add a trigger that fires based on different actions that members take on the site, such as when… A new member joins A member logs in A member uploads a profile photo A member creates a forum post A member is absent/has not logged into the site for a certain amount of time Here’s our guide on Triggers if you need an overview of how they work. Advanced Settings Configure the Advanced settings for your site, such as adding a Support Ticket widget, a Custom 404 not found page, etc. Not Found Page What do you want us to show when a page or content on the Main Site is not available: Simplero's built-in or your own Not Found page 😀 Here’s our guide on how to set up a Custom 404 Not Found page. FAQ SEO consequences of migrating your existing site to Simplero Assuming you moved over the domain name, and use our blog migration tool to migrate your blog posts from your external site (on Wordpress, for example), all of your blog posts will still be served at their original URLs, though we will redirect them to the new URL. As for all the other URLs, those will change. You can set up redirects for those manually, just like you'd need to move them over or recreate them manually in Simplero. How this all affects SEO, we're not experts enough to say. To Learn about your site URL check out our guides here on custom Domains and URLs We also have a free Mastering SEO Webinar Series in our Simplero University (anyone with a Simplero account has free access to the this) with a video on SEO for a Website Migration to Simplero: How to Preserve Rankings & Results 💻 Remove "Powered By Simplero" From the Footer For those on the Rule the World, Scale or Skyrocket plan you can remove the "Powered by Simplero" from the Footer by visiting: Settings >> Logos >> Advanced Settings: If you choose to show Powered by Simplero in your Footers, you can turn them off for specific sites using Layouts. You can also choose to use the Simplero Affiliate ID in place of the logo. Notice something out of date or missing with this guide? Email the support team and we'll get it fixed!

Website Pages

Website pages are extremely versatile; they can basically be anything you want them to be. In Simplero, when you choose to add a new page, you have a bunch of options. Some site pages are pre-formatted for you, like the blog and forum, while others like the content page, you design yourself. This guide will show you a few ways to design a page that is unique and right for your business. Below are a few key things you might want to know when designing a content page. Click on a section to jump to it directly: Adding a Page Editing an Existing Page Designing Your Products Page Favourites Social Media Sharing Removing a Page Website XML Types of Pages You Can Design There are endless options for types of pages you can design for your website, but here are a few of the popular ones we've seen: An About page A Sales page for a product in Simplero (instead of using the templated ones available in the product) An Opt-in page connected to a list (instead of using the templated ones available in the list) A featured Products page Favourites page There are so many more options! How to Add a Page Select Marketing from your Simplero Dashboard Choose Main website from the drop down menu Press the Edit layout & navigation button in the top right-hand corner: Press the + button on the left next to Main navigation, and choose the Page you want to add from the popup list. In the screenshot below, I chose to add a regular Page so I can build it out: Once you choose the Page type that you want to add, this will create the Page and add it to the list of items on your Navigation menu on the left. You can then click on the title of the Page to go to that page directly (if you chose to add a blank Page): You can also press the pencil icon next to the page to edit the label we display on the Navigation menu for that page: To add a subpage, simply select the three dots next the page you want to be the mother page, choose + Add under this and follow step 6 to add a page and customise the title: To rearrange menu items, just drag and drop the titles. NOTE! Head to this guide for more information on how to use the Layouts feature 💥 Editing an Existing Page How to Edit an Existing Page Select Marketing from your Simplero Dashboard Choose Main website from the dropdown menu Select the Pages tab Click the page name of the page you want to edit: You will be redirected to the Editor screen. Be sure to review our guide on how to edit the sections and elements on the page. In the Sections column on the right side, you can add or delete sections, or move the sections around: Click the pencil icon next to the title in the top left-hand corner to change the page name: Press the three dots in the top right-hand corner and choose Settings from the dropdown menu to update the URL, Search Engines and Social Settings and Publish Status: Make sure to press the Save changes button at the bottom. NOTE: Looking to add Call to Action buttons to your Website page so you can turn it into a Sales or Opt-in page? Check out this guide. Want to convert your existing Landing Page to a Website Page? Check out this guide. Designing Your Products Page We all want our customers to be fully aware of the products we're selling. There are a few ways you can do this on your Simplero website. You can add a Products section to your page that features all of your Listed Products, or features specific products: You can create a sales page for every product or a single sales page that talks about all your products with buttons that link to their order forms. You can also use the pre-formatted Product Catalog page. This page is determined by your products catalog. From there, you'll be able to add categories and list and unlist products: Favourites Your members can save their favourite lessons across your site courses using the heart icon displayed on the course overview: Favourite content is saved at the site level and can be reached on the site URL /favorites (www.example.com/favorites). Adding a Favourites page to your site will improve your members’ experience as they will have their favourites handy from anywhere on your site: Social Media Sharing We know you and your customers want to share your website on social media. But sometimes those shares don't look the way you want them to, and Facebook prevents users from editing the share. We know this is to protect against the false representation of the shared site, but for legit companies like you, who want their business represented beautifully, this can make things a little harder. But Simplero makes it easy for you to control what image will be in that share, giving you some say in how your website is represented. All you need to do is follow the steps below: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Press the Settings icon next to the page you want to edit: Scroll down to the Search engines and social section. For the Social sharing image, click the Choose file button: Choose the image you want to display. NOTE! The image must be at least 200 x 200 to be accepted by Facebook, but the recommended size for the image is 1200 x 628. Select the blue Save changes button. To edit multiple pages in a row, or to see which ones have already been updated, you will also find these settings on the very convenient Marketing >> Main Website >> Pages >> SEO tab: NOTE! If you add the social sharing image and it doesn't appear when you try to share the page on Facebook, run it through the Facebook Sharing Debugger tool and scrape it a few times until the image appears. See below: How to Remove a Page Select Marketing from your Simplero Dashboard Choose Main website from the dropdown menu Select the Pages tab Check the box next to the page you want to delete Press the trashcan icon: Website XML To see your sitemap XML, for sending to Google, for example - just add /sitemap.xml to the end of your URL, like this: https://simplero.com/sitemap.xml

Convert an Existing Landing Page to a Website Page

Convert an Existing Landing Page to a Website Page Maybe you want your sales page to exist as a page on your site, but you already created it under Marketing >> Landing Pages and forms and you don’t want to build the whole thing again from scratch. We gotchu covered 🎉 Here are the steps: Head to Marketing >> Landing Pages and forms. Check the box next to the landing page you want to convert. Press Select action… and choose Move to Site from the dropdown: FUN FACT! You can also convert your website pages to landing pages the same way, via Marketing >> Main Website >> Pages. Just select your page and choose Turn into a landing page… from the Select action… menu: OR: view your website page from the front-end (not in editor view), press the S in the top right hand corner, and choose Convert to Landing Page from the dropdown menu: Et voilà! You’re all set 🥂

[Legacy Builder] Adding Call to Action Buttons to Turn a Site Page Into a Sales or Opt-in Page

Adding Call to Action Buttons to Turn a Site Page Into a Sales or Opt-in Page Some people prefer to design their own sales or list opt-in page on their Simplero site directly, instead of using a standalone sales page. This is easy to do by creating a content page and adding a call to action button to it wherever you want. NOTE! This guide shows how to add a button to pages that use our Legacy builder, which is a deprecated feature. To add buttons to a page that uses our 2.0 builder, head to this guide. Once you've created the content page, here's how to add the Call to Action button: Option 1: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Click the blue Editor pencil button next to the page you want to edit. You'll be redirected to the edit interface screen. In the Sections tab, select the blue + Add section tab: In the Content options menu, select the Buttons tab and click the blue Add button: Determine the Appearance of the Button: In the Content section, click on Button: Enter a Label for your button (e.g., "Click Here to Sign Up!"). Enter the link you want to send users to (this could be a product sales page, order form, list opt-in, online scheduler, wherever you want them to end up). Select the blue Save changes button. Option 2: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Click the blue Editor pencil button next to the page you want to edit. You'll be redirected to the edit interface screen. In the Sections tab, select the blue + Add section tab: In the Content options menu, select the Text tab and click the blue Add button: Write out the Label for your button (e.g., "Click Here to Sign Up!"). Highlight the text and click on the Insert Link icon in the Text Editor: Add the Link for the button under URL, or choose it from the dropdown menu. Check Display as button. Check Open in a new window (optional). Hit the Insert button to save your changes: NOTE! If you don't put a link into the URL section, the button will not be created. If you don't have a link yet but still want to create the button, you can click on the URL section and choose your homepage from the dropdown menu. Then you can go back and add the correct link later.

Website Blog

Blog The Blog is a great way to market to your customers, leads and anyone who should already know about you. Keep up a regular post schedule, and you can build yourself a loyal and engaged audience. To Enable your Blog: Select Marketing from your Simplero Dashboard. Choose Main Website from the dropdown menu. Select the Blog tab Click the hyperlink that says "enable the blog": Toggle ON the option that reads "I want a blog on my site": Click the blue Save changes button The next section allows you to control the availability of commenting on your blog. Allow/Prohibit Commenting on Your Blog Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab. Select the Settings icon in the top right-hand corner: In the Comments on blog posts area, select an option on how you want to allow comments: Allow Non-Simplero user comments or Login-less comments Do you want people to be able to comment on your Simplero site without being a Simplero user? It’s easy to set-up: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Configure tab. In the Community Features area, toggle ON the option that reads Allow comments without login under Comment security: Click the blue Save changes button Adding a Blog Post Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab. In the upper right corner, select the blue Add a blog post button. If it's your first blogpost, you’ll also see a red + Add your first blog post button that you can select: Complete your Blog post information: Title, URL, Poster, Categories, Featured Media, Body... In the Publish status section, select the publish/schedule option and choose how you want to allow comments on this blog post in particular: Draft - if you want to place it on hold for publishing at a later date Published - immediately post Schedule - post it at a specific date Select the blue Create blog post button Adding a Blog Category Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab, then Settings. Press the + Add a category' button on the right sidebar: Enter the Name of category in the pop-up screen: Click the blue OK button when done. Managing Comments The Comments page allows you to quickly view any comments left on your blog posts (and forum posts!) from your public site: In the list, you can see: Commenter - Who posted the comment. Comment - About the comment (hyperlink to take you directly to the blog/comment where it’s viewable on the public site). On - Links the blog post they commented on. Replies - If anyone has replied back to this comment. Reactions - If anyone has reacted to this comment. Status - Whether the comment has been approved or rejected. Attachments Count paper clip icon - The number of attachments added to this comment. "Thumbs up/Thumps down/Send Message/Trashcan icons" - Used to reject or approve comments, reject comments with a message included, or delete altogether. Created - When the comment was made. Updated - The date the comment was last updated. Updated - The amount of time since the comment was last updated. If a comment is a Spam or you want to delete it for another reason simply select the trashcan icon to the right of the comment Customise Your Blog Templates Navigate to the Blog tab on your site, then click on the top right meatballs menu: Edit blog homepage template Edit blog post template Migrating your Website over from Wordpress or another Platform? Check out our Migrating course with instructions on how to bring over your blog.

Website Navigation

Effortless site navigation gives your customers the best experience when they visit your website and helps reduce bounce rate! Read on for all you need to know to build your site navigation in Simplero. In this guide, we cover: How to Configure Footer Navigation How to Create a Navigation List How to Edit a Navigation List How to Delete a Navigation List How to Configure Dropdown Menus Footer Navigation All websites include an editable Footer navigation. You can add links to the footer navigation, just like other navigation lists, but the included footer navigation comes preset with two links: Terms and conditions - this link will take visitors to a page with the terms you set up in your settings. Customer service - this link will open up the email service on the user's computer and autofill the "to" field with your email. You can edit that email address through your account settings. These links will show up on the Default Footer for your website (wherever it’s used). Create a New Navigation List Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. In the upper right corner, click the blue Create new link list button: Give your navigation list a Name and Handle. The handle is important as it's a key used to refer to this navigation list from within your theme: Add the Links you want by selecting the + Add link button. Type in a Label and select a Link to a page from the drop-down menu: Repeat steps 6 and 7 until all Links to pages are added. Select the blue Create navigation list button when done. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Use a Navigation List To use the navigation list you've created, you'll need to edit your theme. Then in the footer section, you can add and select your navigation list. Edit a Navigation List Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. From your Navigation Lists screen, select the list you want to edit or click the white Edit list button. You'll be taken to the creation screen: From the creation screen, you can change the Name, Label names, Add new links, and even remove a label by selecting the blue trashcan icon to the right of the label you want to remove. Click the blue Save changes button. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Delete a Navigation Link Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. From your Link list dashboard select Edit list: 5. You will be taken to the creation screen. 6. From the creation screen, click the blue trashcan icon to the right of the label you want to remove: Click the blue Save changes button. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Create a Dropdown Menu To use this new feature, you need to first create a dropdown folder. Do this from the Page editor, the same way you add a page to your Site. Click + Add and choose Folder: Drag it to represent the menu order you'd prefer. Drag Subpages under it. NOTE! The dropdown folder is not a page itself. It only contains pages. Any existing top-level pages need to go under the new dropdown folder. If you click on the name of your dropdown folder (from the public view) you can choose a page from the folder to navigate to. It works exactly the same way on both websites and membership sites. Use Dropdown Menus Instead of a Sidebar Turn off the sidebar menus by customizing the theme settings. If you have sidebar enabled and you want to remove it, you'll need to turn it off in two places: On the individual page under the Page Settings: Or in the Theme for the site under the Sidebar section: We wanted to provide the option to have both a dropdown and sidebar for those who prefer it that way. If you have subpages and are using a sidebar, you'll still see that. We didn't want to surprise anyone by moving their pages around! Drag Subpages to your Dropdown menu 1. If you have already-made pages and you wish to add these to your Dropdown menu then start by navigating to Websites >> Pages >> Edit menu & pages: 2. You will be taken to the editor area for your navigation. 3. Here you can drag and drop your pages into your folder by pressing and holding down the 6 grey dots to the left of your page name and dragging it under your dropdown folder: NOTE! You need to drag the sub-page so it’s indented underneath the dropdown menu (which tells the system to put the page into the folder). Here's How Dropdown Menus Look On Websites or Membership Sites: Here's How Dropdown Menus Look On Mobile Devices:

Understanding SEO

What is SEO? Search engine optimization (SEO) refers to techniques that help your website rank higher in search engine results pages (SERPs), making it more visible to people who are looking for solutions that your brand, product, or service can provide via Google, Yahoo, and Bing. SEO works by optimizing website pages, conducting keyword research, and earning inbound links (backlinks). Generally, results of SEO can be seen once the webpage has been crawled and indexed by a search engine. Several ways to improve the SEO of your site pages include title tags, keywords, image tags, internal link structure, and inbound links (backlinks). Additionally, search engines look at site structure and design, visitor behavior, and other external, off-site factors to determine how highly ranked your site should be in their SERPs. Why is SEO important? SEO helps people find information and discover pages on the internet, but is especially important for businesses, as it ensures they’re answering their audience’s biggest questions on search engines, while driving traffic to their products and services. Keep in mind...Just because you’re ranked high on the first page of Google, doesn’t always measure SEO success. You appear high on search engines, get a ton of traffic, but then your visitors realize your company isn’t what they were looking for. You don’t convert customers from this traffic, and ranking high for this particular keyword is futile. If you rank well on subsequent pages, you may have less traffic, but still have a high clickthrough rate. The amount of traffic to your page is less important than how qualified that traffic is. SEO Best Practices 1. Write high-quality content No matter what niche your website is in, always provide helpful and actionable guidance when you start writing. If you are giving the users the information they want, your content can be as long as you need. However, note that longer articles tend to rank higher in Google. In order to write the best about a specific subject, do your research and check what is already ranking high in Google, for your keywords. You have to find posts that have proven to be successful on social media and also at attracting backlinks. Have a look at the top 10 results and make improvements to the content that already exists. It’s no secret that you want to use your keyword a handful of times on your page. But you may not know that the location of your keyword also makes a difference. Specifically, you want to mention your main keyword at least once at the top of your page. Why does this matter? Google puts more weight on terms that appear at the top of a webpage. 2. Do keyword research Perform keyword research prior to any new writing. The best tool to use is the free Google Keyword Tool. Click on ‘Search for new keyword and ad group ideas’ and enter the main keywords you want to target. You’ll then get a list with keywords suggestions based on what users are searching in Google. Another method to find what people are searching for is to type in Google your main keywords, and check the suggestions based on the most popular searches. Also, if you scroll to the bottom of the Google page, you can see some more search related queries. Focus on keywords that have higher search volume, but don’t neglect long tail keywords, which are search phrases with longer word counts. Their length makes them more specific than searches with fewer words. If optimized right, you can get more traffic from keywords with less search volume. Keep in mind that you must write for your readers, and not for Google’s spiders. Don’t do keyword stuffing, which is when you insert a large number of keywords into Web content and meta tags in the attempt to artificially increase a page's ranking in search results and drive more traffic to the site. Filling pages with keywords results in a negative user experience, and can harm your site's ranking. Focus on creating useful, information-rich content that uses keywords appropriately and in context. 3. Use unique title and meta descriptions Meta descriptions don’t carry as much value as they used to, but they still have an important role for SEO. Each of your pages should have a unique title and meta description. Make sure all are unique and you don’t have any duplicate ones. Google has stated that you should avoid “duplicate or near-duplicate versions of your content across your site.” This rule applies to every piece of content on your website, including: Title tags Meta description tags Product pages Landing pages Image alt text Category pages 4. Highlight your data with Google Webmaster Tools Go to Google Webmaster Tools and click on ‘Search Appearance’ and then on ‘Data Highlighter’. Click on ‘Start Highlighting’. You will be asked to choose what type of data you want to highlight. If you have a simple content blog, choose articles. If not, choose what is the most appropriate category for your website. Once on the highlighter page, simply click and drag your mouse over your website’s title and choose ‘title’. Do the same for your ratings, author, date published, image and so on. Google will ask you to repeat the process a few times until they will understand the patterns your website is following. Once finished, click ‘done’ and that’s all. When Google will crawl your site again, they will better recognize your data structure. By highlighting your website, you help Google better understand your site’s data. Data highlighter allows you to highlight parts of your website through Google Webmaster Tools, without having to make any code changes. That will help you display ratings, prices, and reviews along with your rich snippet in organic results. Even further, this will increase your chances of getting a Google Knowledge Card or Panel featuring your website. Google Knowledge Panels are a type of rich results in Google’s search results pages. They can show information about all kinds of things and appear on the right side of your screen in the desktop search results. It shows details on the particular entity you’re searching for. If you want to be found for search terms like your name, brand or business name, a Knowledge Panel is really useful! If Google decides to show you or your business in this panel, you pretty much dominate the search results on the right side of the screen in desktop search. In mobile, the panel will appear between other results but is pretty dominant as well. A Knowledge Panel will, therefore, make sure your company or brand will stand out in the search results when people are specifically searching for it. That’ll give you lots and lots of clicks. This does make sense: if people are searching for you or your brand name, they probably want to find your website. So Google’s providing them with the best result. 5. Submit your sitemap to Google Having a sitemap for your website plays a crucial role in SEO. It helps Google easily crawl your pages and index your website. Head over to Google Webmaster tools and from the right side menu, click on Crawl-Sitemaps. There you can submit your sitemap to Google. 6. Avoid having 404 errors on your website Having a few 404 errors will not ruin your rankings completely, but they can lower your user experience, which ultimately can affect your SEO performance. 7. Promote your website through guest blogging The benefits of guest blogging are endless and often underrated. By tapping into already established communities, you can increase your reputation, build high-quality backlinks, get more exposure to your website and much more. 8. Use what works for your competitors If you could get about 50% of the websites that are linking to your competitors, to link to your website, that would mean you can easily outrank them, right? Of course, by having all the top links of all your main competitors, you could easily get an advantage ahead of them. You have to be up to date with all the backlinks they are building or earning, and try to replicate them. For this, you can use an SEO tool, like Monitor Backlinks. After connecting your account with Google Analytics and adding your competitors, you get a list with all the websites that are linking to them. The most useful feature is that it automatically compares your links with your competitor’s and highlights the ones you have in common. 9. Keep track of your backlinks Keeping track of your backlinks is just as important as building them. That’s because SEO relies on the quality of the backlinks your website gets. The more high-quality links you have, the higher you will rank in Google. Building backlinks is not enough. You also have to monitor every link your website is earning. Not knowing who links to you or when links are being removed can cost you a lot of traffic. After all, no one would want to be a victim of negative SEO. 10. Speed up your website Your website loading speed is one of the most important rankings factors in Google. No one likes slow websites, and neither does Google. Studies show that a visitor expects a website to load in no more than 2 seconds. If it takes more than 4 seconds, users usually lose patience, and the chances of clicking the back button are increasing with every second of delay. To find suggestions to speed up your website, you can use Google PageSpeed Insights tool. Optimizing your images is one of the first things to do if you want to speed up your website. Never use pictures at a higher resolution than the one you need to display on your posts. The slower your website is, the more complicated it will be for Google’s bots to crawl your pages. 11. Use smart URLs for your posts Your URLs should include your main keywords, but make sure you keep them short and friendly. Try to limit the number of characters as much as possible. For example, you can drop adverbs from your URL. Use hyphens instead of underscores and try to maintain a consistency. 12. Remove duplicate content from your website Duplicate content is your website’s worst enemy. Google is very serious about penalizing websites with duplicate content, descriptions or titles. Use tools like Google Webmaster Tools to detect when duplicate content problems occur on your website. 13. Consistently add fresh content Websites with fresh content added on a regular basis are given more authority, and rank higher in the search results. Fresh content tells Google you are maintaining your website. 14. Build a strong internal linking system When writing a new post, always link to previous relevant articles you have written. That will help your users spend more time on your website by visiting other useful articles. A better average time on your website leads to a lower bounce rate and a greater user experience. Make the navigation through your website as smooth as possible. 15. Optimize your images Name Your Images With Descriptive Filenames: Google can’t “see” images (yet). And your image’s filename is one thing that helps them understand the content in your image. Use Image Alt Text: Google has said that they largely rely on alt text to understand images. It takes a few extra seconds to write alt text for each image, but it’s worth it. Just like with your filename, you want to write descriptive alt text that lets search engines know what your image is all about. Here’s our guide on how to edit Alt Text for your images. 16. Don’t just build backlinks to your homepage When building backlinks to your website, you have to make everything look as natural as possible. It’s normal that a website has most of its links to the homepage. However, if the website has nothing but backlinks linking to the main page, it can raise a flag to Google. For this reason, you should also build backlinks to your other pages. Use Keyword-Rich Anchor Text: Google uses your anchor text as a clue to what a page is all about. For example, the anchor text in these links helps Google understand what each page is about. Needless to say, you want to use anchor text that includes your main keyword. Send Authority to Pages That Need It: In general, you want to internally link to pages that don’t have much (if any) link authority. When you do, you’ll send much-needed authority to that low-authority page… which can boost its Google rankings. 17. Track Your Results With The Google Search Console If you don’t have the Google Search Console setup, you’re flying blind with your SEO. The Search Console is like a live dashboard that lets you know how your site is doing in the SERPs. Recommended: Checking these 3 reports on a regular basis. Performance: This data lets you know how many people see and click on your site in Google search. You can also see the exact keywords that people use to find your content… and where you tend to rank. This is all super valuable on its own. But the real value is tracking your impressions and clicks over time. If they’re moving on’ up, it’s clear that these SEO best practices are working. If not, it may be time to try a different approach. Coverage: The coverage report lets you know which pages from your site Google has indexed. It will also let you know if it’s having trouble fully-crawling any of your pages. If you see “errors” and “warnings” here, fix these ASAP. After all, if Google can’t index your page, it won’t rank for anything. Fortunately, Google doesn’t just tell you: “We can’t index this page”. They usually let you know what’s causing the issue. Enhancements: The main thing to pay attention to in this report is “Mobile Usability”. Considering that Google’s index is now mobile-first, you definitely want to make sure that your site is easy to use on mobile devices. Where to find SEO Parameters in Simplero You will find an SEO tab in your website and membership site pages which allows you to customize the Meta data, Description and Social image in one click: How to find your Sitemap in Simplero To find your sitemap, for sending to Google, for example - just add /sitemap.xml to the end of your site URL, like this: https://simplero.com/sitemap.xml H tags in the text editor H tags are HTML heading elements. They indicate the structure of your content inside your site. Using them wisely will help improve your website's SEO and user experience. While editing your site, click on "Format" to choose the different headers. The image below shows how they translate to H tags for SEO purposes: NOTE! If one of your website pages uses the 2.0 Builder, you’ll need to format the headings using the Style Guide for that builder instead. This guide was written by Herter Rosenthal, a former member of Simplero's Concierge team, in early 2021. Thank you so much Herter! If you'd like the most up-to-date help with SEO, please reach out to our trusted partners, Pathfinder SEO, for coaching, assessments, and Simplero-specific guides.

Page Speed Optimization - How Simplero Automatically Makes Your Pages Load Faster

How fast your web pages and funnels load makes a big difference for both your user experience and your conversion rates. In fact, Google and other ad platforms penalize you for running ads to pages that load in longer than 3 seconds. This would make your ads cost more and reach fewer people. One of the biggest factors in how fast your pages load is your image size and caching. Simplero automatically converts the images you upload into the gold-standard WebP format. This reduces image size without losing quality and massively improves page load speed. If for some reason you would like to disable the WebP conversion for a file, you can do that from the right side-bar of the image asset in your media library: NOTE! Sometimes, the WebP version is bigger than the original. In those cases, we won't convert to WebP. We also don’t convert files uploaded to the liquid code of your theme (most people never do this). If you upload a .webp file to your theme, we will choose that one over a file with the same name but a slower-loading format. To automatically improve your page load speed, we also: Resize images depending on their use and the type of device being used Strip out unnecessary meta-data

How to Customize Your Website Theme

You want your website to stand out and be unique to your brand, right? (pssst..you do!) Well, with Simplero, you can make that happen by customizing your site theme. Here's how to Edit and Customize the Theme: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to Configure tab and choose Theme: Select the blue Customize theme button: You'll be directed to the theme customizer interface, which looks like this: From the customizer interface, you can edit several areas of your website: Colour - You can change the colour of your Background, Text, Buttons, Header, Footer, and Sidebar. When you click on the option you want to change, then a colour screen will pop up. From here, you can either type in your colour code, scan for your preferred colour, or select Accent colour, Background colour, Button colour or Text colour. NOTE! Success Accent colour is the "complete lesson" button found in course lessons. The heading colour updates the module names, not lessons. Typography - You can change the font of your Headings and Body text, and choose which font to use for your buttons: Navigation - You can choose the Location (Top or Side), change the Appearance, add a Logo image, Favicon Icon, and a Call to Action, and choose your Header options: Announcement Banner - You can add a banner at the top of your site to announce a new offer, blog post, lead magnet, etc: This is what it looks like in real-time: Footer - You can choose the Style, add a Logo image and choose to show Payment methods or your Address: Cookie consent - You can design the Position, Layout and Colour of your Cookie Banner here: Sidebar - You can choose the viewing options (Visible, Position) and add Content to the sidebar: Blog and Products - You can show the sharing button for blogs and products: Assets - Add any Additional CSS or Javascript Files here. Make sure to save your edits by clicking the blue Save changes button!

Save As Template Feature

The Save as Template feature can save you time when you're creating your Website pages, Membership sites and Landing pages. Saved templates are available account-wide on any site page and landing page regardless of the theme they were created on. NOTE! This guide only relates to saving sections as templates in the Legacy Editor (it won’t work for pages that use the 2.0 Builder). To Create a Template From your Website Pages, Membership Sites, or Landing Pages: Click on the blue Edit button located in your Pages tab and to the right of each page title: You will then be taken to Editor mode. In Editor mode you have the option to edit, add and remove the various sections your page consists of: In this example, you will see the tab for Sections which has Hero, Sharing and Text: Let’s say for example you really like the format of the Hero and/or Text section and you want to be able to use the same Section on another site/page later such as your Landing Page and/or Membership Site. Well, this is where the “Save As Template” feature is useful. Here’s how: For this example, select the Hero section: Scroll all the way to the bottom on the left side of the page and select Save as template: A pop-up screen will appear, type the name for the template and click the blue Save template button: You now have a template of your Hero section to use again later. NOTE! You can save any of the sections you may have on your site/page as a template by simply following the steps above. To Use your Template In any of your pages, select the + Add Section: Select the Templates tab: Select the section you just saved as a template: Click Add button to add it to your site/page: The section is now part of your site/page and you’re all set to make any additional edits to the section: Make sure to click on the Save changes button when you’re done! Deleting Templates Select the pencil next to the name to 'edit' the template: Then you'll see a pop-up that allows you to delete it:

Save Website to Phone Home Screen

Have your users ever asked you if there is an app for your Simplero site? Or have you ever wanted to make it super easy for your customers to return to your membership site? Well, now you can save your site to a phone's home screen and teach your customers to save it in three easy steps: Step 1: Set the icon that will appear on the home screen. Add your icon to your Media Library. This is what will eventually appear on the home screen and make your site look like an app. It's best if it's a square image. Select Content from your Simplero Dashboard Select the Media Library tab Copy the link to that Media File by clicking on the Clipboard icon to the right of the file name: Go to the Configure tab of your Membership site or Website. Scroll down to the Advanced settings section and select Add custom tracking code: In the Custom tracking HTML code section, add this statement: <link rel="apple-touch-icon" sizes="128x128" href=""> Insert the link to your icon Media File between the " " in the href section so that your code now looks something like this: <link rel="apple-touch-icon" sizes="128x128" href="https://a.simplerousercontent.net/uploads/asset/file/2779576/alphabet-1896897_640.png"> Click the blue Save changes button Step 2: Test it out to make sure it looks the way you want it to. Open your browser on your phone. If you have an iPhone, you have to use Safari due to a limitation that Apple imposes. Android users can use any browser. Search for and open your Simplero Website or Membership Site Click the Menu Icon for your phone to open the phone's menu and then click "Add to Home Screen". You can edit the name of the 'app' if you want to. Go to your Home Screen and see your new 'app' for your Simplero Site Step 3: Teach your customers to do this by sharing the instructions in the second step of this guide with them! You can simplify it. Send them a link to your site and say 'go here'. Then continue with the instructions in points 3 and 4 above.

Create Your Own 404 Page

A '404 Page Error' or 'Not Found Error' is the web page that's displayed when a person tries to go to a page that doesn't exist on a website. Maybe they made a typo when typing the web address, or maybe the page was deleted. When this happens with your Simplero website, we direct them to a default 404 error page. However, you can set your own 404 Page so that you can give your audience a customised 404 experience. Perhaps you'd like the opportunity to ask them to opt-in to your newsletter, browse your product catalog, or showcase your humour or personality 🎉 How to Set Up Your 404 Page Decide which page on your website you want the 404 page to be. You may want it to be a page of its own that you create for this purpose, or you may just want to redirect them to your homepage or another page on your site. If you want to redirect them to an existing page (like your home page or product catalog) for your 404, skip to point 3 below. If you want to create a New Page for your 404, do the following: From top menu, go to Marketing and Select Main website. Next, select the Edit menu & pages button: Choose +Add, then Page. Give it a title, then press +Add again: On the Settings for the page, make sure you check the button "Hide from Main Navigation": Add sections to the page and customize as desired: Go to the Settings for the page and set to Published: Once you’ve created your page, go to Main website >> Configure. Scroll down to Advanced >> Custom 404 Not Found Page, choose which page on your site you'd like to set as the 404 page and press Save Changes: That's it! Now when a customer tries to visit a page that isn't there, they’ll see your custom 404 page instead.

Social Sharing Buttons

Social Sharing buttons (Facebook, Twitter, Instagram, etc) at the bottom of your Emails and Pages allow your customers to share those emails and pages to their social media accounts and spread the word about your amazing business 🎉 Social sharing buttons are an important way for you to generate brand awareness. NOTE! If you’re looking to add Social Media Icons to the default footer of your Website and Membership sites that link to your social media accounts, head over to this guide. Simplero offers several places to add your Social Sharing Buttons… Click on a title below to jump to that section: Website and Membership Site Pages Landing Pages Email Templates How to add Social Sharing Buttons to your Site and Landing Pages When you add Social Sharing buttons to your pages, you'll see buttons on the bottom of your page. These Sharing buttons will show in addition to the Social media icons you’ve already added to the bottom of your footer via your Site configuration page (see this guide). If you prefer, you can turn off the Default footer in your Page Settings so your page only shows the Sharing buttons: Website and Membership Site Pages: Head to the Site (Marketing > Main Website or Content > Membership Sites and choose the Site). Select the Pages tab. Click on the Editor button on the left next to the Page title (ie. Home or About): In the Sections tab, click the + Add section button: Find and select the Sharing section: Click the Save changes button and you're all set. NOTE! Social Media Icons and Social Sharing Buttons each serve a different purpose, so it’s valuable to include both on your pages. But sometimes you might just want to show the Social Sharing buttons on the page and hide the Social Media Icons in your Website Footer. If that’s the case, here’s how to do it… Select the Page Settings from the Editor, scroll to the Layout section and mark the Hide footer box Click the Save changes button and you'll now only see the Social Sharing buttons on the bottom of your Page (the Footer will be hidden). Landing Pages: The following steps are for landing pages using our Legacy Editor. Click here to use our 2.0 builder instead. When you add Social Sharing to your Landing page, you'll see the social sharing buttons on the bottom of your page (just like with Site pages). Here’s how to do it: Select Marketing from your Simplero Dashboard. Choose Landing Pages & Forms from the dropdown menu. Click on the Editor button to the right of the Landing Page you want to edit (make sure it uses the Legacy Editor - not 2.0): In the Sections tab, click the + Add section button: Find and select the Sharing section: Click the Save changes button and you're all set. NOTE! To hide the Social Media Icons and just show the Social Sharing Buttons on your Landing Page: Select the Appearance tab from the Editor and mark the Hide footer box: Click the Save changes button and you'll now only see the Social Sharing buttons on the bottom of your Page (the Footer will be hidden). Email Templates Select Marketing from your Simplero Dashboard. Select the Email broadcasts tab. Select the three dots in the top right corner and choose Email designs from the dropdown menu: Select a Template: Scroll down to the Social section and mark the box to Include social sharing links in emails sent to lists: Click the Save changes button and you will now see the Social Sharing button on the bottom of all emails using this template: NOTE! Sharing links will only show when the broadcast is sent to a List, since this is the only case there will be a public, sharable URL.

Social Media Icons

Social Media icons on your Emails and Pages link directly to YOUR social media accounts, so customers can connect with your business on a deeper level outside of Simplero 💥 NOTE! If you’re looking to add Social Sharing buttons that your customers can click to share your pages and emails on their social media accounts, head over to this guide. Why add Social Media icons to your Sites and Pages They’re another way for you to connect with your current or potential customers. Social media is more interactive than just having a website. They can show how you communicate and engage with your customers. Customers don't just want to visit your website to know who you are and what you offer — they may also go to your Facebook page, Twitter, Instagram, YouTube, etc. to find out your relationships or interactions with the community. Simplero offers several places to add your Social Media Icons: Website and Membership Site Default Footers Landing Page Default Footers (Using the Legacy Editor) It also offers a custom section for pages using the Legacy Editor called Custom Footer with Links that you can add your Social Media Icons to. Jump down the page to learn how to use the Custom Footer with Links. To use Social Media Icons as part of your Site(s) or Page(s) Footers, you must enter all your social network URLs in the Social profiles section under your Site configuration. Here’s how… Adding Social Media Icons to your Main Site or Membership Site: This is where you’ll enter your Social profiles for Facebook, Google+, Instagram, etc. Once you've entered all or some of your social media information, you’ll see the icons on the bottom Default footer of your website (wherever you’re using it). Head to your Site (Marketing > Main Website or Content > Membership Sites and select the Site). Select the Configure tab. Scroll down to the Social profiles section and enter the links to your various social media: Facebook Profile, App ID & Page ID Instagram Youtube TikTok LinkedIn X/Twitter Pinterest Snapchat Vimeo Scroll to the bottom and click the Save changes button and your Social icons will now appear on the Default footer of your site (wherever you use that footer). Adding Social Media Icons to your Landing Page: When you create your landing page, it will automatically use the default footer from your Main Website (with the social media icons you added to the Configure tab of the site above). NOTE! You can hide the footer altogether by clicking the Appearance tab and selecting Hide footer: Using a Custom Footer with Links: Instead of using the Default Footer, Landing Pages and Site Pages that use the Legacy Editor have the option to use a section called the Custom Footer with Links instead. This section allows you to add your social media icons, custom links and custom text directly on the footer! Here’s how: On your page, press + Add section: Select Custom Footer with Links and press Add: On the left side of the page, you’ll see the following options: Hide the default site footer on this page if it is not already hidden - We automatically check this box, so you don’t end up with two footers on the same page. Padding - Adjust the padding of the footer. Use a custom socials icon colour - The colour of the social media icons will follow the Theme colours for the Page or Site, unless you change the colour here. Add/Edit/Remove Social Links and Footer Links - Customise your Social Media Icons and other links in the Footer. On the right side of the page, click on the footer directly to edit the text: Et voilà!

Search Engines and Social Sharing Image

A Social Sharing Image will display on social networks such as Facebook, Twitter, Instagram, Google+, etc. when you or your customers share the URL to your Simplero Sites and Pages on social media. It’ll also appear as a Meta Image that displays when someone finds your Page on a Search Engine such as Google, etc. For tips on how to add Social Sharing Buttons to your Sites and Pages so customers can share your content, please see this guide. Simplero provides you with several places to use a Social Sharing Image: Landing Pages (using the Legacy Editor) Website and Membership Site Pages Here’s what you need to do first: Select an image you want to use as your Social Sharing image Configure the image so it has the recommended size We recommend the size for the image is 1200 x 628 pixels and Facebook requires that your image is at least 200 x 200 pixels Upload your image to your Media Library If you don't select an image, the first image on the page will be used if there is one available. Now Let's Set Up Your Social Sharing Image! Landing Pages: Full Themed The following steps are for landing pages using our Legacy Editor. Click here to use our 2.0 builder instead. Select Marketing >> Landing pages and forms from your Simplero Dashboard. Search for the Landing page you want to use (make sure it's under the Full Legacy filter): Click the Settings icon to the right of the Landing Page Title: Scroll down to the Search engines and social section. In the Meta image area, click on Choose file to add your image The Choose media file screen will open. Click on the image title from your Media Library that you'd like to display when you share the Page on Social Media and Search Engines: The screen will close automatically and take you back to the Landing Page Settings. You can also customise the Title and Description that will appear when the page is shared on social media or comes up in a search engine. NOTE! If you don’t enter a description, it’ll be automatically generated from the content of the page. And lastly, you can preview how the page will appear on search engines or social media under the Social Sharing Preview section: Website and Membership Site Pages You can customise how your overall site shows up on search engines and social media, as well as each individual page on that site. Here’s how: For the Overall Site: Go to the Site (via Marketing >> Main Website or Content >> Membership sites and select the Membership Site). Click the Configure tab: Scroll down to the Meta data section. Under Default image, click on Choose file to add your image: The Choose media file screen will open. Click on the image title from your Media Library that you'd like to display when you share the Page on Social Media and Search Engines: The screen will close automatically and take you back to the Membership Site Configure page. For Membership Sites Only: You can also allow the Facebook crawler to access meta data of private pages: For Individual Pages on the Site: Go to the Site (via Marketing >> Main Website or Content >> Membership sites and select the Membership Site). Click the Pages tab and click on SEO: Now you can add a Meta title, Meta description and Social image for each page, all in one spot: Want to Test Your Social Share Images? Try testing your link using one of these sites: https://www.opengraph.xyz/ https://linkpreview.xyz/ Is your social sharing image not displaying correctly on Facebook? Follow the steps in this guide to use the Facebook debugger tool.

How to Create Anchor Links

Anchor links let you link to a particular part or item on a page from the click of a button or link on that same page. Here’s How to Add One to Your Landing/Website Pages Add Anchor Link to a Button: Buttons can jump to a Section or Element. Here’s how… Jump to a Section: Head to Marketing >> Landing Pages or Marketing >> Main website Click on the page you want to add the anchor link to Add a button to the page Press Action and choose Scroll to section Under Section, choose the section on the page you want to jump to when clicking the button: Jump to an Element: Follow steps 1-3 above Press Action and choose Go To Under Link, press Type or Select a Link and choose On Page Items from the dropdown: Then choose the element on the page that you want the link to jump to: Add Anchor Link to Hyperlinked Text: Follow steps 1 and 2 above Add text to the page using an Element Highlight the text you want to hyperlink and press the link icon: Under URL, press Type or Select a Link and choose On Page Items from the dropdown: Then choose the element on the page that you want the link to jump to: Press Insert to save the hyperlink Now the Button or Link will jump down to the section you anchored it to! NOTE! You can rename the sections and elements on your page to make it easier to find the one you’re looking for. Just press the pencil icon next to the name of the Section on the list of Sections: Or you can click on the title of the Section or Element and press the pencil icon next to the title: You can also rename Rows and Columns, but you can’t anchor link to them. Link to an Anchored Section on a Different Page Follow the steps above to add an Anchor Link View your page in a new tab from the front-end Click on the button or text that jumps to the section you anchor linked: This will jump down to the anchor linked section. Now copy the URL of the page (it should have a # with a string of letters and numbers after it): Now head to the other page where you want to link to the anchored section and paste this link into the URL section of the button or hyperlink on that page: This will jump to the anchored section on the other page. Happy anchor linking! 🎉

7:14

How to Add a Custom Font to Your Site (Legacy experience only)

Note: This is only for legacy experience sites. The new community experience doesn’t allow CSS in the site so you can’t add a custom font. In this video I'll show you how to add a custom font to your website or membership site theme. Custom CSS Workshop I mention in the video: https://www.crowdcast.io/e/custom-css-workshop Webfont Generator Tools: https://transfonter.org/ https://www.fontsquirrel.com/tools/webfont-generator Code Snippets + Instructions from Video: STEP 1: Bring in the font... @font-face { font-family: 'James fajardo'; src: url('https://us.simplerousercontent.net/uploads/asset/file/3553187/James-Fajardo.ttf') format('truetype'); font-weight: 400; font-style: normal; } STEP 2: Assign that font-family to different elements (headers, buttons, body text, etc)... body, h1, h2, h3, h4, p, a, .btn { font-family: 'James fajardo', sans-serif; } Et voilà 🎉

2:21

How Can You Add the Pinterest Save Button to Your Website Images?

Want to add those snazzy Pin-It buttons to your images in Simplero so that your audience can save them to their Pinterest boards? Well, now you can, and it's super easy! Here's How to Add the Pinterest Save Button: Head to this page on Pinterest. Click on the black "Save Button" tab below the title. You'll see a couple of configuration options you can play around with to make the button Round or Large or to customize the Language of the button. Copy the Script Code below the preview image. Head over to your Simplero Account. If you only want the buttons on your Website (or Membership Site) and Blog: Head to Marketing >> Main website >> Configure (or Content >> Membership Site >> Configure) and paste the Script Code under Advanced Settings >> Add custom tracking code >> Body section at the bottom. Click the blue Save Changes button: The Pin-It button will now appear on the images on your Website (or Membership Site) and Blog, like this: If you want the buttons to appear on all the images on your account: Head to Settings >> Tracking and paste the Script Code under Global Tracking code >> Custom tracking HTML code for BODY section of all pages. Click the blue Save Changes button. The Pin-It button will now appear on all the images on your account, like this: That's a wrap - now your images are officially Pinn-able!

Split Tests

Why split test? Split tests are a great way to optimize the performance of your landing pages and web pages. You want your pages to convert viewers to subscribers or purchasers at the highest possible rate. So you might split test your pages to evaluate which page section Layout, Headline text, or the combination of Colours and Media resources you use results in the best conversion rate. How to split test in Simplero When creating a Split Test, you start by choosing which of your existing pages you want to run the test on. This is called the Control page. (Put your science hat on. We're talking experiment with controls and hypothesis here...) Then, you create one or more copies of that Control page in order to test specific changes (like headline text, or image choice). Those new pages are called the Variants and they will be generated when you set up the Split Test. They are also referred to as 'Challengers'. Once a Variant is created, you'll get access to the page editor to make the changes. You might want to rename the Variants to keep everything straight. You'll then tell Simplero what percentage of the page traffic to send to which page in the test. This is called the page weight. You send all traffic to the URL of the Control page, tell us what percentage of that traffic to send to the Control and each Variant and and we will do the rest for you in the backend. If your Control is already giving you high conversion rates, you might consider giving it a higher weight, minimising the risk of losing conversions while running the test. You can create Split Tests on web pages and on landing pages. For the purposes of this guide, we'll use the web page example. It works exactly the same way for landing pages. Create a Split Test Navigate to your Site's Pages tab and hover over the page you would like to start a Split Test on: As soon as you click "Start Split Test" you'll be able to give the test a Name, add Variants and set the Control and Challengers weights: Editing the Control & Variants You can edit a Split Test while the test is on Setup and Active status. Make changes to the design of the Control and Variants via Edit the internal name of the Control and Variants hovering on their names to then click on Do you want to make small changes to the Control on a new Variant? >> Duplicate Control You already have an existing page on your site that you'd like to test against this Control? >> Create new Have you worked on the changes on the Variant and want to compare it against a third Variant with tiny little changes? >> Edit the weights dragging the indicator on the progress bar resource. Editing the Test URL When starting the Split Test, we randomly send traffic to the Control into the different Variants (Challengers) you create on the test. The URL displayed for these pages can be either the Control's URL or a custom URL. Start the Split Test Before you start the Split Test, check these things: Control page and Variants designs ✔️ Weights to distribute the traffic on each of the Variants ✔️ Set up URL as the Control or set up a custom URL ✔️ If all the above tasks are completed now, then you are ready to start the test! You need some more time to finish up the checklist... Save changes and start later instead. You'll be able to access the Split Test editor via your Site >> Pages (click the label next to the page from the split test): Choosing a Winner & End of the Split Test You've had your test running for a while and collected enough conversion rate data, in other words, you know which one is the winner. Click on the active test (green label): Choose the winner and end the test: From now on, all traffic to the URL will be redirected to the winner Variant. The winner will replace the page on your site completely (including the Page Editor). The Variants/Challengers will disappear. Completed Tests They will show on a grey label next to the page name: You'll now be able to start new split tests on this page if you wish to :) In a completed Split Test you'll find the test result data. If you would like to delete the split test now that it has been completed, you can do so on the delete option by pressing the three dots and selecting Delete in the top right corner:

Site Redirects and Shortlinks

Site Redirects Redirects is a fun feature with Simplero that let's you make a customised link that lives on your Simplero domain and redirects anyone to a page anywhere in internet land. Think about Bit.ly but with your Simplero Domain! Let me show you how: Select Marketing >> Main website from your Simplero Dashboard". Select the three grey dots and choose Redirects from the dropdown: Click the blue Add a redirect button located in the upper right corner: NOTE! You’re limited to 15 characters. A pop-up window will appear with two boxes: Box 1: Path on your site - In this box, you’ll enter the path or extension that you want to appear at the end of your Simplero domain. For example, if your Simplero domain is demo.simplero.com and you type Hello in this box, then the link you're going to be giving people is demo.simplero.com/hello Box 2: Redirect to this URL - In this box you will copy and paste the URL of the actual page you want them to go to. This could be a landing page you created in Simplero, an order form link, or anywhere else. The options really are endless. Click the blue Save button and you're ready to use the Redirects URL NOTE! This feature is only available if you have an activated Simplero site. If you don’t have an activated Simplero site, check out Shortlinks below. Troubleshooting a Redirect that’s not working NOTE! Make sure the URL you are using is not an existing live page. We can only redirect slugs that are not being used already! An example: If home is currently an existing page on your site: ...the first redirect won't work, while the second one will: You’ll see an error notice when creating the Redirect if you try to add a path that’s already being used on an existing site: Shortlinks With Shortlinks, you can make a pretty or shortened link that directs anyone to a page anywhere in Internet land. To create a shortlink: Select Settings form you Simplero Dashboard. Select the Shortlinks tab: Click the blue a shortlink button located in the upper right corner. NOTE! You’re limited to 15 characters. A pop up window will appear with three boxes: Box 1: Shortlink - In this box, you’ll write the path or extension that you want to appear at the end of the shortened domain. For example, if you type Hello in this box then the link you're going to be giving people is simpl.ro/hello Box 2: Redirect to this URL - In this box, you will paste the URL of the actual page you want them to go to. This could be a landing page you created in Simplero, or Maybe an order form link. The options really are endless. Box 3: Labels - Give your shortlink a label so you can organise it in Simplero: Click the blue Save button and you're ready to use your Shortlinks URL. **Shortlinks also allow you to create and share QR codes for your links After saving your link, you’ll see a QR code button on the left side. Click that button and choose how you’d like to download the QR code.

Why does Simplero remove my HTML code?

When you enter HTML code in our WYSIWYG editor, we scrub your HTML code pretty hard. There are several reasons for this. Security. Allowing unlimited HTML brings a bunch of security risks, known as "cross-site scripting" attacks, or XSS for short. By restricting the HTML, we eliminate that. Content Spam. Spammers have long used links as a way to game Google. We prevent that from working. Because when you copy-paste content from other programs into the wysiwyg editor, it'll usually come with a bunch of markup that you don't want. MS Word is especially awful in this regard, but other software does it too. Fonts, colours, background colours, and other things that you don't want, in addition to just awful and bloated markup that introduces weird problems. By restricting HTML, we manage to remove most of the unwanted markup. You as an admin are allowed more freedom than your end customers. I hope this explains the reasoning.

Reserved slugs

Simplero comes with some built-in pages that have special URLs. For example, yourdomain.com/blog is set aside for a blog page that we create for you. To keep things running smoothly, each URL can only be used for one page. So, you won't be able to use these reserved URLs for any other pages on your site. Currently these are the reserved URLs we have so far: events (only when your site uses the New Community Experience) calendar history courses groups feed leaderboards join playlists blog products terms privacy-policy Let us know if you have any questions!

Triggers

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Triggers let you take certain actions when something happens. In other words, they are If-then rules that trigger actions based on specified events. Triggers are designed to help you automate various tasks and streamline your online business operations.

There are several locations where you can create a trigger in Simplero: lists, products, links, tags, worksheets, prices... among others. They can be triggered by a variety of different events and execute many different actions.

By utilizing triggers effectively, you can save time, engage with your audience, and deliver personalized experiences to your customers and subscribers.

There are several locations where you can cr…

Sending a Text Message

Triggers Overview

Triggers let you take certain actions when something happens. To see what the possible actions are... Select Contacts >> Lists from your Simplero Dashboard Select one of your Lists Select the Content tab Scroll down to the Triggers section, click the + Add trigger button, and see what the options are. We frequently add new ones. Examples of actions you can take are: Add to a list, add a tag, start an automation, send an email or a text message, etc. Triggers currently exist on: Lists: Subscribe/Unsubscribe Products: Activate/Deactivate both for billing contact AND for the participant Prices: Someone purchased at that price Auto-Responses: sent. This was a "poor man's workaround" for when we didn't have automations Links: Clicked (for links in broadcasts, auto-responses, and library emails) Affiliate programs: Affiliate registered, approved, rejected Worksheets: Response submitted Tags: Tag added, Tag removed Lessons in Courses: Lesson marked complete, marked not complete Membership sites: For example you can use a trigger for "a member has not logged in". This trigger also works for the app! Fields: When the value of field has changed Field Options: When the form option is selected Landing Pages: When someone subscribes or submits the signup form Subscribes means if they’re already on the list and try to sign up on the form again, this trigger won’t fire again Submits means if they’re already on the list and try to sign up on the form again, this trigger will fire again Surveys: Response submitted Events: Registration is created, approved, cancelled, cancelled by the participant, or denied. Also when someone joins an event or leaves an event/the event ends Scheduling Links: Someone books a slot on your calendar Pipelines: An entry is created Pipeline Stages: Pipeline stage entered, Pipeline stage left Notices: Notice is viewed, Link is clicked or Notice is dismissed Funnel Steps: Funnel step entered, Page viewed, Opt-in, Purchase: Activated first time only, Response is submitted, or Event is scheduled. There are several locations where you can create a Trigger: (not a complete list) List under the Content tab Product under the Content tab Autoresponder A Link in a Broadcast Tag Worksheet Price a Course Lesson On some Custom form fields Survey The drop-down options will vary by the location where the tag is added. Conditions on Triggers You can add conditions to run the trigger: Set it up to Only fire once per contact - This means if you have the same trigger in several locations within your Simplero such as on a List and on a Product then the system will only attempt to perform that action one time ever for each contact: Or temporarily disable the trigger. GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer.

Adding a New Trigger to an Existing List or Product

How Triggers Work on a Product When creating a trigger for a product, you have several options for the trigger event. Here are a few examples: Purchase: Activated, first time only Purchase: Activated Purchase: Deactivated What do those mean? First, the distinction between Purchase and Participant. When you create triggers on "Purchase", the trigger fires for the billing contact on the purchase (the person who bought the product). For triggers on "Participant", the trigger fires for the participant(s) on the purchase (the contact(s) who receive the content). In 98% of cases, those are the same (the person buys the product for themselves). But in cases where one person is the billing contact and another person is the participant in the course, (the purchaser buys the product for a friend as a gift, for example)… it matters. It also matters when there’s more than one participant for the same product. In that case, the triggers on Participant will be invoked once for each participant. The second half should be self-explanatory: "Activated" triggers run each time a purchase is activated. Which means if it's cancelled, and then activated again, it'll run again. If the purchase enters the "Failed" state because an instalment remains unpaid longer than your settings allow, and they come back and bring their payment in order, the Activated triggers will run again. The "Activated, first time only" triggers only run the first time someone purchases the product (if they purchase multiple times with the same email). The "Deactivated" triggers run each time the purchase goes from an active state to an inactive state, which could happen due to failed payment, cancelling or expiring a subscription, a refund, etc. If you want to use triggers to grant access to some resource, e.g. you want all the active participants to be on a mailing list in MailChimp, or you want to use Webhooks to manage some external service that people get when they purchase through Simplero, you'll want to use the "Participant: Activated" and "Participant: Deactivated" trigger events to manage access to that external resource. Adding Triggers to an Existing Product Your business is always changing and we realize you may need to add a trigger to an existing List or Product. Maybe you want to create a sales funnel for your List or some kind of nurture sequence for your product. Or maybe you’re converting a product to be evergreen. Whatever the case, if you add a trigger after there are already subscribers or purchases, the new trigger will not affect those previously on the list. However, what if you want the trigger to apply to the previous members? You have two options for how to do this. Both work equally well - but if you have a long List or Product, then I suggest going with option 2. Option 1- Product Bulk Action Select Sales >> Products from your Simplero Dashboard In the Products tab, locate and select the product Select the Participants tab Check the boxes next to the Participants name you want to perform the trigger for Once all the Participants have been selected, click the Select action... drop-down list and select the action you need: Option 2 - Create a Segment Select Contacts >> Segments from your Simplero Dashboard Select the Segments tab Create a segment that only includes the List or Product that you’re adding the trigger to Perform an action to the segment - Use the same settings that you used when creating your trigger GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer.

Triggers on Link Clicks

Triggers on Link Clicks You can add a trigger to run some action when a link included on a Broadcast or auto-response is clicked. This is super useful to catch people who are interested enough in an offer to click a link about it, but may not have bought the program yet. Simply go to your broadcast or auto-response, find the link, and click Edit. Select Marketing from Simplero Dashboard Choose the Email broadcasts tab Locate and select the Broadcast name you wish to edit Scroll down to the Link check box and click the Pencil icon to edit and add a trigger that will fire when they click this link: In the Edit link screen, scroll down to the Trigger section and click the +Add a trigger button: The trigger can Add a tag, Notify you, add them to another List, or any of a number of other actions Click the Save changes button NOTE! GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer.

Triggers on Prices

Why would you add a Trigger to a Price? There are several times when adding a trigger to a price would be helpful... You want to offer different access/content for different price points. You can, of course, set up a multi-tiered product system or maybe a single product with tiered pricing. But sometimes maybe it's as simple as giving access to one page in the site. Or maybe that price includes one on one support and you only want to send an email to let them know how to book that support with you. Rather than set up a whole new product you can use the trigger to give them access to a page, set them in an automation, send off an email from the email library, or any of the other things available via triggers. You want to be notified if someone buys at a certain price point. You can use the trigger option to send you a notification when someone buys at the price point. This is great if say you are combining a product you need to mail with your online course and need to know when someone purchases the price point that includes the item you need to mail. NOTE! If your product is set up to allow the Purchaser and Participants to be different, you may want to look closely when you set up a trigger. Triggers that fire based on the purchase will cause the action to occur for the purchaser, whereas triggers that fire based on the participant will cause the action to occur, you guessed it, for the participant. Adding a Trigger to a Specific Price Select Sales >> Products from your Simplero Dashboard Locate and select your product Select the Prices tab Locate and select the Price you want to add a trigger Click the Pencil icon to edit located in the top right of that Price list: Scroll down to the Triggers section and click the + Add a trigger button: Complete the fields for your new trigger and click the Save changes button NOTE! GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions for your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer.

Abandoned Cart Trigger

No one wants to deal with the let down of a customer who starts a checkout process but doesn’t make the purchase. Luckily, often those customers just need a little nudge in the right direction. An automated abandoned cart trigger is the perfect nudge, and at Simplero, we’ve got you covered. With an abandoned cart trigger, when a customer doesn’t complete their checkout, you can easily follow-up with them, which means better conversion rates and more. Abandoned cart triggers also allow you to learn about why your customers aren’t completing purchases, and they can help you better direct customers to the right product. So with one simple solution, you can enhance customer relationships and customer experience. Plus, because abandoned cart triggers are automated - so you get these benefits without spending more time or energy. As soon as your customers enter the information in the order form and try to submit, the timer for abandoned purchase triggers starts. So if a purchase is not completed within 30 minutes after the first step is submitted, we'll fire the purchase abandoned trigger. Ready for more completed orders? Here are the steps to setup an abandoned cart trigger: 1. Sales >> Products - select the product you want to add the trigger to. 2. Click Content tab and "add trigger" button at the bottom. 3. Use the Purchase: Cart abandoned for 30+ minutes option for When this happens: Now when a purchase is abandoned for 30+ minutes, this trigger will fire. In this example they would be put into an automation - you can call it your "Abandoned Cart Automation", where you can add an email sequence enticing them to complete their purchase. When does the trigger fire? It depends on the payment processor that your customer selects: For Stripe purchases, when the customer enters their card details if they are incorrect For other payment processors where your customers get redirected outside Simplero (such as Paypal or Quickpay) -The abandoned cart is created as soon as they get redirected to the new window, if they don’t complete the purchase For manual payment processors - We don’t create an abandoned purchase

Account Triggers - Targeting and Re-Targeting Leads

Targeting leads based off their interaction with you or Retargeting your leads is a great way to drum up sales from warm leads. To learn what lead scores are and how to use them in Simplero, start with this guide. In Simplero, you can target and retarget your leads automatically via our Account Triggers function: Account Triggers can fire in multiple cases... Lead Score Goes Above Value Lead Score Goes Below Value These first two cases (lead score goes above/below value) have the trigger perform based on your customers’ lead score. For Example: Let’s say you have a product with a trigger that increases their lead score when they purchase (which you can add via Product >> Content >> Triggers): And you have a list with a trigger that increases their lead score when they sign up for your freebie (which you can add via List >> Content >> Triggers): Maybe you’ve added the trigger on multiple lists and products. Now you can set up an Account Trigger via Marketing >> Triggers that performs an action when their lead score goes over a certain amount (like sending them an email with a coupon code to one of your products as a thank you for engaging with you): Another example would be to add them to a sales funnel automation when their lead score drops below a certain amount or increases above a certain amount, so you can retarget leads who are losing contact with you or stay in contact with your hot leads. Page is Viewed This third option is based on their viewing of a URL. Let’s say you have a customer who viewed your sales page but didn't order the product. You can now set up an Account trigger that adds a tag every time the sales page is viewed: Then you can create a segment that includes everyone with the “Visited Sales Page” tag, and excludes anyone who purchased the product to see who viewed the page but didn’t buy. Here’s our guide on how to create a segment. NOTE! When using the option “Page View”, you can’t just use any old page. A few things need to be in place on the page first: The page needs to have a Simplero Embedded Opt-in Form on it. The contact needs to have clicked on a link via a Simplero broadcast and not have cleared their cookies since doing so. Contact Becomes Cold (Unengaged) Contact Becomes Uncold (Engaged) For numbers 4 and 5, you can perform an action when a contact becomes engaged or unengaged per the options you configured in your Unengaged Contacts settings. Here’s our guide on configuring your Unengaged Contacts settings. Customer Note is Added Customer Note is Removed Numbers 6 and 7 cause the trigger to perform an action on a contact when you add or remove a note from their contact record. “Do Not Contact” was Turned OFF for a Contact “Do Note Contact” was Turned ON for a Contact Here’s our guide on how the Do Not Contact feature works. NOTE! GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR. Actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer. Retargeting by Lead Score The Lead Score function in Simplero allows you to not only target leads and drop them into a sales funnel, but also retarget them if their lead score starts to drop. To do this automatically, follow the steps below: Create your sales funnel Automation via Marketing >> Automations Select the Marketing from your Simplero Dashboard Select the Triggers option Click the Add trigger in the upper-right hand corner: Select one of two options: Lead Score Goes Above a Value - Select this option if you are looking to target leads when that is a super level of "warmth" Lead Score Goes Below a Value - Select this option if you want to retarget leads who appear to be losing association with your business: Now select Start automation for Action when Lead score above: Enter a Value for your lead score under Lead score goes above/below value: For example: If I give them 1 point for every product and list they purchase from me, I might put in when they drop below a 2 - assuming my average customer is in 1 product and 1 list giving them a lead score of 2. This would allow me to retarget anyone who unsubscribed from a list or canceled their product purchase. Select the automation you created in step #1 Set any conditions you desire and click the Save changes button Retargeting when a URL is Viewed Do you want to target people who have viewed a specific page on your site? Create your sales funnel automation Select the Marketing from your Simplero Dashboard Select the Triggers tab Click the Add trigger in the upper-right hand corner Select the option that reads Page view: In the Action when Page View section, select Start an Automation: Add the URL of the page to the URL section Select the Match type Select the automation from step #1 via the Automation section: NOTE! You can also create the automation here if you haven’t done so yet… just press + Create new automation, type the name of your new automation and press Create: Set your conditionals you desire and click the Save changes button NOTE! Remember when using this option, the page being viewed needs to have a Simplero embedded opt-in form on it - and whether or not the person completes the form doesn't matter. So maybe just embed your newsletter opt-in form on the page, or you can even embed it using the trigger option so the form doesn't show unless someone wants to see it. And second, remember that the contact needs to click on a link to the page at some point from a Simplero broadcast first- so you may want to direct them to this URL from a broadcast rather then texting it or sharing it on social media or a course lesson.

Working with Webhook Triggers

How to Work with Webhook Triggers Triggers have the ability to post to what's called a Webhook. A Webhook is a specific URL that you define that will receive an HTTP POST request that contains some information. In this case, it'll be a JSON document with information about the object your trigger is on: Let's take an example: If you create a trigger on a product to fire each time a purchase is activated for the first time, then when a purchase is activated for the first time, we'll post to that Webhook with a JSON representation of the purchase. If you set the trigger to happen when a participant is deactivated, then the JSON document will be for the participant. The easiest way to get started with this is to use RequestBin. It's a free service that will provide you with a Webhook endpoint that you can enter into Simplero. You can then go see exactly what's posted. Once you've written your own code, you can change the Webhook URL in the trigger in Simplero. Manage your Webhook Triggers Navigate to your Simplero dashboard >> Settings >> Integrations: Scroll down to the Webhooks section. You’ll find here all webhooks that are being used in your Simplero account and can also create new ones using the button at the bottom: + Create new webhook.

Broadcasts

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Simplero Broadcasts is an innovative email marketing tool designed to offer entrepreneurs and business owners the ability to communicate with their clients and followers effectively.

Users can reach out to their audience through customized emails that include: promotions, event announcements, or any other kind of marketing material.

Streamline your email marketing, reuse saved templates, and monitor analytics with Simplero’s clear and concise broadcasting dashboard.

Broadcast Overview

In most online systems, if you want to email a group of people, you've got to get them on a list. Always a list. So then when someone buys something from you, those online systems make it so you'll need to get them on a list also or they won't receive your emails. And then if they opt for a refund, or cancel their subscription, those online systems make it so you'll need to remember to get them off your list, or they'll keep getting the emails forever. Not so with Simplero. In Simplero, every collection of people (with emails) is automatically something you can send emails to. That means you can send an email to: A List(obviously) A Product (every participant in your course or workshop or membership in good standing) An Affiliate program (all your affiliates in that affiliate program) A Membership site (all the members of that membership site) A Tag (contacts whose contact information has been tagged with the same tag) You can send broadcast emails, auto-responses, or even text messages to them. As long as they have not unsubscribed or canceled or fallen behind on their purchase, you can email them. In Simplero you also have the option to email individuals or groups of individuals not connected to each other through one of the above avenues. That means you can email: Individual contacts (send an email to a single person) A group of individual contacts (select two or more people from a contacts screen, or within a product or list) A created segment (contacts that are not on a single list or in a single product) It is important to note that we at Simplero highly recommend using caution when emailing tags, individuals, and segments. Your contacts are not able to unsubscribe from these groups the way they can from a list or a product and you may accidentally email someone who no longer wanted to hear from you. A broadcast can be sent to multiple groups of people at the same time. For example: You can send it to three different lists at once To multiple products A combination of lists and products Everyone on a list who is not also on a product. You choose this with the include/exclude buttons on the recipients screen. And you can choose the date and time a broadcast should be sent in the future, or send it out immediately. Read our List & Contact Best Practices for more on this! Quick Send You'll find the action 'Send quick email" pretty much everywhere you can send a broadcast from. In action tables it will be right at the top of the Communication section: As soon as you click on Send quick email, the modal below will open up for you to start typing your email: NOTE! You'd like to know... Sender and Reply to settings will be in the Emails section on your Account Settings: For Simplero to be able to handle replies to your broadcasts you’ll need to enable the checkbox “Process and filter email replies and forward them to you” in your Account Settings: The template we will use is your default Email design (the one with the star!): Delivered quick emails can be found on your Delivered Broadcast page.

Email Font Size

Edit the Default Font Size of Your Emails To edit the default size of the font in your email, you will need to edit at the email template level: Select Marketing from your Simplero Dashboard Choose Email Broadcasts from the dropdown menu Click the three grey dots in the top right corner and choose Email designs from the dropdown menu Locate the email template you’re using with the font you want to change Click on the template - this will take you into the default screen to edit the template. Scroll down to the Body text section, select the font size by clicking the drop-down menu list: This will update the font size for any text that is set to "paragraph" in the broadcast. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more Edit the Font Size in a Specific Email To edit the font size manually in a specific email, you can do that at any time by highlighting the text in your email and clicking on the font size button to pick a size:

Creating a Broadcast

How to Create a Broadcast in Simplero Your WYSIWYG Tools Editing Emails After Delivery Recipient Counts Testing and Email Previews Editing the Legal Footer Navigate to Email Broadcasts From your Simplero Dashboard, go to Marketing >> select Email Broadcasts. Create a New Broadcast Click the blue Create new broadcast button in the upper right corner of the screen. Choose a Template Next, choose a template for your broadcast. You can either use a custom email design if you’ve created one or stick with the default options. The default choices are usually either Plain or Simple. The Plain template is unformatted and bare-bones, while the Simple template, though still basic, is contained within a structured layout, making the content less likely to overflow the view. Once you click Start Writing, you'll move on to the content step of your broadcast—this is where the magic happens. Here, you can insert your subject line and craft your email content. Composing Your Broadcast Sender Information: Enter the Sender name, Email from, and Reply-to details. You can override your default settings if needed. Subject Line: Give your broadcast a clear and engaging subject. Internal Name: Assign an internal name for easy identification in your broadcasts screen. Pre-header: Create a catchy pre-header that will appear as the first line of your email in recipients' inboxes. Email Body: Write your email content. Use the Media Library icon to add images as desired. Once you're done, click the red Save and Next button. Selecting Recipients Include Contacts: Choose who will receive your broadcast by selecting Type of contacts, Sources, and Conditions in the Include section. Only selected contacts will receive the broadcast. Exclude Contacts: Specify any contacts you wish to exclude from receiving the broadcast in the Exclude section. These exclusions are applied after the inclusions. You can add multiple groups in both the Include and Exclude sections by clicking the + Add include and + Add exclude buttons. Tips for Choosing Recipients When sending out broadcasts, you can choose your recipients in two ways: Include Recipients: Select specific lists, contacts, purchasers, participants, affiliates, site members, tagged contacts, or other segments to include in your broadcast. Exclude Recipients: Similarly, you can exclude specific groups to avoid sending to certain recipients. For example, if you’re promoting a new product to your list, include your main list in the broadcast but exclude anyone who has already purchased the product. This way, you won’t bother those who have already made a purchase. Key Point: You only need to exclude contacts or lists that are specifically relevant. There’s no need to exclude each product or list that isn’t part of the broadcast. Click the red Next button at the top-right of the screen when finished selecting your recipients. Review and Schedule Schedule Delivery: Choose when you want your broadcast sent—either immediately or at a later time. Set the delivery date and time if scheduling for later. Send a Preview: Enter an email address in the right sidebar to send yourself a preview. Preview Modes: Switch between Web and Mobile previews to see how your email will look on different devices. Send Broadcast: Click the red Queue button in the upper right corner to send your broadcast. If sending immediately, it will say Send broadcast now. If scheduled for later, it will say Queue for delivery later. If you're not ready to send, you can Save as draft instead. Navigation and Editing All sections in the broadcast header are clickable, allowing you to move back and forth through different steps if you need to make any changes. Back to top Your WYSIWYG Tools You can use the WYSIWYG editor to enhance your email by adding images, links, buttons, and personalized content. WYSIWYG stands for "What You See Is What You Get," meaning the content you create in the editor will appear the same way to your recipients. To customize and insert content into your email body, you have two options for adding media, such as PDFs, images, audio, and videos. You can either add media from your Simplero media library (icon pictured on the left below) or import files directly from your computer (icon pictured on right below). Next, you can easily add links and buttons to your email. For detailed instructions on adding a button to a broadcast, please refer to [this guide]. To add links, use the icon shown below. You can either highlight your text and then click the icon, or click the icon directly to open the link modal and enter all the details. Finally, let's talk about personalized content—who doesn’t love receiving emails addressed just to them? You can create that personalized experience for your customers in Simplero as well! Just click the icon shown below and select one of the personalization options from the dropdown menu. This feature automatically populates information based on who is viewing the content. For example, it will insert the viewer's name, making the email feel more personalized. Back to top Understanding How Recipients Work The recipient count in your queued broadcast may not match the count in the list you're sending to. This is because the system automatically excludes hard bounces, duplicates, and do-not-contact addresses, which will affect the final delivery count. Additionally, if you're sending an email to subscribers or product purchasers, the broadcast will include all purchasers and active subscribers at the time of delivery, even those who just purchased or subscribed, even if they are not reflected in the initial recipient count. You can refresh the recipient list to see an updated number, but keep in mind that this count is not dynamically updated as the list grows. Back to top Editing Emails After Delivery Unfortunately, once the broadcast has been sent, there’s no way to stop or edit the content. However, you can still update the links. Simply click the pencil next to the link in your broadcast delivery report: Back to top Testing and Email Previews Note: When sending yourself a preview email, if you don’t choose to view the email as if it’s sent to you with your name, the preview will appear in your inbox with the name selected in the "preview as if" dropdown. Please remember, this is just a preview and is not an indication of any issues with email delivery or what your recipients will see. This behavior is expected. Note: Auto-subscribe/auto-unsubscribe links cannot be tested in a preview email. If you try, you'll receive a "bad link" error message. To test those links, you'll need to deliver the email to yourself first, then copy and recreate that broadcast to resend. Back to top Editing the Legal Footer in Emails You might notice an additional footer at the end of your email. This is a legal footer, automatically generated by Simplero, and it cannot be edited. Including an unsubscribe option in your email footer is essential for compliance and maintaining trust with your audience. It helps prevent your emails from being marked as spam, which improves deliverability, ensuring your messages reach the inbox instead of being filtered out. Learn more about email footers (and prefixes) in this guide. Back to top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Quick Emails

Sending Quick Emails in Simplero Need to send a quick email to a customer without creating a full broadcast? Simplero makes it easy! From any list in your Simplero account, you can swiftly send an email to one or multiple clients. When we say "list," we mean you can send a quick email to: Purchasers of a product Participants of a product List subscribers Your contact list Event participants Members Groups Course members You'll also find this option in individual contact records and within automations. Essentially, anywhere you have a list of contacts, you can send a quick email. Let's take a closer look! How to Send a Quick Email Inside contact records, you can send a quick email by finding and selecting this icon: You can also send a quick email directly from any list. Simply search for and select the contact(s) you wish to email. You will notice a new Select action... dropdown menu, click to expand the menu options. Scroll to the Communication section of the menu, and choose Send a quick email. Upon clicking, the quick email modal will open. Fill in all of your email details, and once you're done, simply click Send quick email. What Email Template Do We Use? When you send a quick email the system will use your default email template. To find your default email template, open your settings, and Email Designs. The starred template is your default template. How to Manage Quick Emails? Your delivered quick sends can be found in your Delivered Broadcasts with your other deliveries. Where Do Replies Go? Replies will be sent to the reply email you specify when composing your email. If you prefer, we can handle the replies for you. Just enable the relevant setting in your account settings to manage your replies directly in Simplero. Simplero will catch replies to your broadcasts, auto-responses, and library emails, filter out people's vacation responses and other junk, and then forward the replies to the email address you choose, where each reply will get a slightly different subject line, so the replies end up in their own separate threads in most email programs. Open settings from your dashboard, and select Account Settings: Scroll to the section titled Emails, and enable the Process and filter email replies and forward them to you. You can find your replies in Simplero by opening the quick email from your delivered email broadcasts and navigating to the Replies tab. That's it! ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Send an Email to an Individual or Single Contact

Emailing an individual subscriber Do you want to send a direct email to a single contact or a select few contacts? You have three options to do so: Option 1: Send Email from your Email Library. Great if you want to keep your email to send to other customers. Option 2: Write your email in real-time from the Contact's profile. Great if you want the process to be as quick as possible Option 3: Add individual contact(s) to a broadcast. Similar to the above. Great if you already started writing it as a broadcast. {Note: If you want to send this email to more than a handful of people you might consider adding them to a new list that you use just for this purpose} Option 1: Send Email from your Email library Create your email and save it in your email library (email library) Select Marketing from your Simplero Dashboard and select Email for Automations: Click the + Create new email button in the upper right corner Complete all fields and click the blue Create library email to save Go back to your Contact list Select Contacts from your Simplero Dashboard then select Contacts: Locate the contact(s) you want to send the email to and click the box next to their name Click the Select action... drop-down menu at the top and choose the Send email... option The Send email pop-up screen will open. Select the Email to send from the Library emails drop-down list. Choose the email you wrote in step 1 Click the Send email button and you are good to go! Option 2: Write your email in real-time from Contact's profile Select Contacts from your Simplero Dashboard Select Contacts from the dropdown menu Then make sure you click on the All tab so you see all contacts Locate the contact(s) you want to send the email to and click on their name to open their profile In the upper right corner, click the white Send broadcast icon A new Broadcast screen will open where you can create your email and your customer will be added as a recipient Send your broadcast (see the guide on how to create a broadcast) Or send a quick email! See this other guide to know more about quick emails. Note! This will not work and you will not have the option to do this if the "Do Not Contact" is turned ON. Option 3: Add individual contact(s) to a broadcast Select Marketing from your Simplero Dashboard. Select Email Broadcasts from the dropdown menu Select the red + Create new broadcast button in the upper left corner Complete your Broadcast information: Select an Email email design template (see guides) Enter the Sender name, email from and Reply-to information if you want to override your account default settings Give your broadcast a Subject name that your reader will see Give your broadcast an Internal name that is what you will see in your broadcasts screen Type Email body and insert images as desired by clicking the Media library icon Click the red Next button: Choose recipients >> Select Specific contact. Start typing the name of your Contact, select from the drop-down list and then click the blue "Save changes" button Click on Next. then Queue the Broadcast delivery.

Resend a Broadcast

Now more than ever, you can easily resend a broadcast to those that didn't open the first time, or to those who have been added to your list (or product or whatever), since the last broadcast. Go to a Broadcast that you've sent: Select Marketing from your Simplero Dashboard. Choose Email Broadcasts from the dropdown menu Click the Delivered tab, locate and click on the broadcast you've sent: You'll see the Broadcast overview and if you look in the top-right header, you'll see a Resend to… button. Click on that, and you’ll find the following options to choose from: Same people New subscribers Unopens Opens Non-clicks Clicks Non-replies Replies All of them will create a duplicate of the broadcast, with the same recipients, but with one additional twist: Same people will send to the same recipients. New subscribers will exclude anyone who received the broadcast, so it only includes people who came on board after the broadcast was sent. Unopens will send to anyone who didn’t open the email. Opens will send to anyone who opened the email. Non-clicks will send to anyone who didn’t click within the email. Clicks will send to anyone who clicked within the email. Non-replies will send to anyone who didn’t reply to the email. Replies will send to anyone who replied to the email. Enjoy!

Handle Replies to Mass Emails with Ease

I bet you've experienced this: Each time you send a broadcast to hundreds or even thousands of recipients, you brace yourself for the inevitable flood of vacation and out-of-office responses. And if you encourage people to reply to you—or if they do, anyway, which is great, you want the interaction—then you end up with one long thread of replies and your replies to them and back and forth. They all end up in one long thread in most email clients, and it quickly becomes a jumbled mess that's almost impossible to keep track of Well, not anymore. Enter the option to Let Simplero Handle Your Replies! If you turn this feature on, we'll do three simple things: Filter out auto-replies like vacation and out-of-office emails Create a new, unique subject line for each reply, so they end up as separate threads Add a helpful link to the admin page for the contact And then we forward the email on to your regular reply-to email address. It's pretty simple, but it makes your life so much easier. It will make you fall in love with engaging your community again. How to set up Simplero handling replies Select the Settings gear from your Simplero Dashboard Click on the Account settings tab Scroll down to the Emails section and toggle ON the Process and filter email replies and forward them to you option: Now Simplero is set up to manage any replies to your emails sent from Simplero. NOTE! If the Reply to email on your broadcasts is the same one set up for running support tickets through Simplero, then the replies will filter to your support tickets.

Expiring Links

Create a sense of urgency in your offerings using Countdowns and Expiring links As a business owner you probably already know that one of the biggest ways to strum up sales is to create a sense of urgency. Creating a sense of urgency gets customers excited to buy right then, it makes them feel like if they don't have it now they will lose out entirely. And who wants to miss out on something good? In Simplero broadcasts you can create a sense of urgency in two ways: Countdown timers Expiring links Countdown Timers are a built-in interpolation key that can be quickly inserted into Simplero Broadcasts. These allow your customers to clearly see how much time they have left before they’re left out of the fun. Of course, then the question comes: What happens after the time is up? That super special sale might be over - but your customers still have the link in their email, so what are you as the business owner to do? You wouldn't want to take down the sales page, or you’ll lose those potential customers. So instead we suggest you expire the link and create a redirect! This way your leads and customers can still click the link but instead of being taken to the super special sale they missed out on, they’ll go somewhere new and special for those who missed it. In the instructions below, you’ll find instructions on how to expire a link in an email broadcast and add a new link to redirect them to so you don't lose those valuable customers. Expiring a link within your broadcast (NOTE! This also works with auto-response emails and library emails) Select Marketing from your Simplero Dashboard Select the Email Broadcasts from the dropdown menu Locate and click on the Broadcast name that contains the link(s) you want to expire NOTE! You must have some kind of link(s) in the Body of your broadcast email in order for the Links box to show Locate the Links box and click the Pencil icon next to the link to edit: In the Edit link screen, turn ON the Expire link switcher: In the Expire link this long after email is sent area, enter the number you want to expire and click the drop-down arrow to select if you want expiration in days, hours, minutes, etc. Paste or enter the destination link you want your customer to be redirected after the link has expired (optional) Click the blue Save changes button IMPORTANT! If they click on the link before the expiration and save it in some way, they won't have access to the URL if they access it after the expiration period. They will not get an invalid link - instead, they’ll be redirected to the other destination link you've entered after the expiration. NOTE! These steps can also be used if a link in your broadcast is broken or incorrect in some way. Simply edit the link in the email body of your Broadcast. Select Marketing from your Simplero Dashboard Select the Email Broadcasts from the dropdown menu Locate and click on the Broadcast name that contains the link(s) you want to expire In the Broadcast information page, highlight the link and then select the Paperclip icon in the Body section In the Edit screen, enter or paste the new URL in the email body and click the blue Update button when done: Want to send a limited time offer? If it’s a price link you are looking to expire, that can be done via the price itself and will prevent people from bookmarking the price for later purchasing. If you’re sending a sales email as an auto-response, follow the steps below: Go into the product you’re promoting Create a secret price In the price you’ll find a section called Access control: Under this, choose the list you are setting up the auto-response for and since when after they subscribe to that list you'd like this price to be available for: Save price Copy the the direct link to the price: Paste that link in your auto-responder If this is a broadcast to one or more lists where people have subscribed at different times, follow the steps below: Create a new list and copy subscribers to this list that you want to receive the special price: Go into the product you are promoting Create a secret price - in the price, you’ll find a section called Access control: Under this, choose the list you just created and since when after they subscribe to that list you'd like this price to be available for: Save price Copy the the direct link to the price: Create a broadcast and select this new list as your recipients. Paste in the secret price link to the broadcast. NOTE! The days of engagement are based on a 24 hour period. If a user opts in at 2pm, the link expires at 2pm on the given date.

Insert Option for Broadcasts

Interpolation keys make it easy to auto-populate information into an email that is unique to the reader. An example of a common interpolation key is Name. Anyone who has ever sent an email broadcast has probably used the word name somewhere in the body and expected to fill in with the contacts name. This is called an Interpolation key or a Merge field. Simplero offers you a few simple ways to auto-populate different information into the email: The insert dropdown in the body editing menu Creating your own Below you’ll find instructions on how to use Insert options. Insert drop down Select Marketing from your Simplero Dashboard Select Email Broadcasts from the dropdown menu Locate and click on the Broadcast name to edit the email body On the Broadcast editor page, click the Content tab in the header. In the menu for editing the body of a broadcast, email library email, or autoresponder, you’ll see the Insert icon (if you’re using the Legacy editor) or the { icon (if you’re using the New Simplero Editor). When selected you’ll find a drop-down of preset commonly used Interpolation keys: Once you select an option from the drop-down list, you will see code placed into the email. For example, in the image below the First Name was selected - and you can see in the email where their name will be placed as it says NOTE! When using this feature... If you select the first name and they have not registered with their name it will say reader by default - unless you’ve changed that in your Account Settings. If you haven’t issued the user a Simplero ID and password, using those options won’t work either. This would happen if you connected a site to a list or product after they had already registered in which case in the content screen you will see a big orange button that says issue Simplero IDs. You will need to select that first. The password will come through blank if they changed it. When a new Simplero ID is automatically created for a user, we also auto-generate the password. That password can be emailed to the customer, as that's the only way they’ll know their password. However, after that first auto-generated password, if they change it, it will then be stored in our database using a one-way encryption scheme called bcrypt. This is good security practice and is done to ensure that even if our database was to be compromised and some hacker get access to it (knock on wood), they wouldn't be able to read the passwords. They're stored this way so they're very hard to unencrypt. When you log in, we encrypt what you type using the same scheme, and test if the encrypted versions match. Long story short: We don't know what someone's password is after they've changed it, so we can't include it in the emails.

Magic Content URL

Understanding the Magic Content URL in Your Emails When you write an email, you can add a link. You can link to web addresses, such as http://simplero.com, or to one of your site. You can link to an email address, such as hello@simplero.com. OR you can link the "magic" content URL… What is the magic content URL? To answer that, you need to understand how Simplero works "under the hood". We have several objects in Simplero. One of the central objects, of course, is the Contact object. A contact has name and email, plus whatever custom contact fields you've added. Though, when you're sending a Broadcast to a List, we're not just sending that broadcast to the Contact subscribed to that list. We send it to the Subscription on the List. The Subscription, in turn, is a "wrapper" around the Contact, with extra information. When you send to a Product, we don't send it to the Contact, we send it to the Participant or the Purchase. The Purchase or Participant will be a "wrapper" around the Contact, which will have extra information. Here's the breakdown: Lists have Subscriptions Products have Purchases and Participants Membership Site have Members Affiliate Programs have Affiliates Segment have Segment Members Tags have Taggings Each of these can have their own magic Content URL. Subscription - the Content URL will be a link to the page that confirms their subscription, which will also be where they can download any content for the list Purchase - the Content URL will link to the page where they can manage the billing and see the invoices for this purchase Participant - the Content URL will be where they can get the content for the product. If Purchase contact and Participant content are the same, the Content URL for both will be the same and include both billing stuff and content. Otherwise, they'll be separate. Affiliate - the Content URL will be their affiliate center where they can get affiliate links and see their earnings Site Member - it'll be a link to Membership Site Contact - it'll be a link to the page where they can manage their subscriptions and change the email address. This is the same link you'll get to by clicking the unsubscribe/manage subscription link at the bottom of emails Tagging - it'll be the same as for the Contact. Segments and Automations Are Special Segments are tricky because each member of a segment is actually the wrapper object. So if you create a segment consisting of all the purchasers who completed a purchase of a product, each Segment Member is actually going to be a Purchase object. So for a Segment Member, the Content URL will be the same as for the wrapper type that is the Segment Member. I hope that makes sense. This stuff gets complicated fast. Automations as well are not populated by just contacts. They're populated by their wrapper objects such as a Purchase or Participant or Subscription, etc. So What If I Just Want to Link to a Page in a Membership Site? Easy. Just go to the page in the Membership, copy the URL from your browser's address bar, and insert it into the email as the same way you would a link to a story on Buzzfeed. No magic required. I hope this helps clarify things.

Interpolation Keys

What if I want to create my own Interpolation Key? We realize the input screen is limited to the common ones and there may be times when you would prefer to pull other specific information your contact provided when they subscribed to your list. You can do this by creating an interpolation key when you create your form fields. To add an interpolation key for custom fields, follow the steps below... Select Settings from your Simplero Dashboard Select the Custom Fields tab Select any field from the "Contact fields" already in use: To edit, click the Pencil icon located in the far right of that field: Press + Key and enter the new Name for interpolation key. Then click the blue Save changes button: To Use Interpolation Key To use the Interpolation Key in your broadcast or autoresponder, simply go to Settings >> Custom Fields and press the clipboard icon to copy the key. Then you can paste it into your email: Special cases when added to an email: Facebook URL fields, telephone fields, and Twitter handle fields all ordinarily output an HTML link. In these cases you will follow the format below when adding these interpolation fields to your emails: URL fields: Note the spacing between text and brackets and the "_plain" at the end of the key Common Interpolation Keys and Where to Use Them Interpolation Keys Interpolation keys will fetch the data in the key and present it on the receiving end for the customer. These are primarily used in Emails. See our guide on common Interpolation Keys Liquid Objects Liquid is a templating language that allows you to display dynamic content on web pages. So we need this key to be dynamic, because it’s based on a user dynamically visiting a site or a page. Liquid objects are similar to interpolation keys, except they need to be used for web and course pages specifically. See our guide on common Liquid Objects

Editing an Incorrect Link in a Broadcast

Editing a link within your broadcast that was previously sent To correct the destination link: Select Marketing from your Simplero Dashboard Choose Email Broadcasts from the dropdown menu Make sure you’re looking at the Delivered or All tab: Locate and click on the Broadcast name that contains the link(s) you want to edit The Broadcast page will open. Click on the pencil icon next to the link you want to edit under the Link section: NOTE! You must have some kind of link(s) in the Body of your broadcast email in order for the Links box to show. Update the link to the correct URL under Destination and save your changes:

Dripping a Page in a Broadcast

Dripping is designed for the situation when you want people to have access to the content at different times, or access to each part of the content over time. You can also drip a site, as well as a course lesson or module. It's what lets you do evergreen products and drip-content, where a module is released each week following their purchase - regardless of when they chose to buy. Or allow you to use the same site over and over again for different groups/classes going through the same course. For this reason, they're optimised for use with Auto-Responses and Automations, which are also designed for things happening at different times for different people. If you wish to drip a page in a Broadcast... Select Marketing from your Simplero Dashboard Choose Email Broadcasts from the dropdown Select the blue Create new broadcast button in the upper right corner: Complete your Broadcast information: Select an Email email design template (see guides) Enter the Sender name, email from and Reply-to information if you want to override your account default settings Give your broadcast a Subject name that your reader will see Give your broadcast an Internal name that is what you will see in your broadcasts screen Type Email body and insert images as desired by clicking the Media library icon: Click the red Next button Choose recipients >> IMPORTANT! Be sure to select a list or product that is giving access to this page. You cannot have additional recipients that do not have access to that same page; if you do, the drip option won't be available. If you haven't given access to a site yet, go to the List or Product, then go to Content, under Site click "Add existing site" and select the site (see our guide) Click the red Next button at the bottom of the screen After you've selected your recipients and your list or product, go edit the content section. You'll now see a set of checkboxes under the editor, where you can choose to release pages/lessons on the site: Check the page you want to drip. This will place a link in your email with the page title. You can use that link in the broadcast, edit the text of it, or delete it. As long as the page is checked, the recipients will get access. Click on Next. then Queue the Broadcast delivery: IMPORTANT! If you give access to anything using a broadcast, you will only be able to revoke that access manually. Revoking manually means going into each person's contact record and clicking the 'manage access' link under the appropriate Site and then un-ticking the boxes next to the content that you do not want the person to have access to anymore. You will not be able to revoke access using a segment or an automation. Check out our guides: How to Use Drip Pages (AKA Dripping Content)

Adding Emojis to Your Broadcasts

You can now use Emojis in the email body of your Broadcasts. Simplero makes it simple(ro)! Select Marketing from your Simplero Dashboard Choose Email broadcasts from the dropdown Press the Create new broadcast button in the top right corner, or click on an email you want to edit that’s already in draft mode: Click on the Emoji icon in the editor of the Email Body to pick an emoji: Et voilà! Adding emojis to your emails just got easier 💃🕺

Subject Lines and Preheaders

With billions of emails sent daily, how can you stand out in the crowd and not get clicked into the trash? The email subject line is by far the most important factor in a successful email campaign. It’s what determines whether or not people will actually open and read the rest of your email. We have a great blog on How to Write Effective Subject Lines - check it out if you’ve got writer's block. But in Simplero we do offer a couple features to help support your subject lines and boost your open rates. We offer... Subject Prefix A/B Split Testing Preheaders What is a Subject Prefix? The subject prefix helps your customers identify ALL sent from you (via a particular list). Especially if they’re subscribed to multiple lists, this feature will become your best friend… trust us! For example, let’s say your customer is subscribed to 5 different lists. The customer might start to get confused which list each email is from. In this case, adding a subject prefix for each list will tell the customer which list each email came from. To set up your subject prefix... Select Contacts from your Simplero Dashboard Choose Lists from the dropdown menu Select the list you want to add a subject prefix to Select the Configure tab Scroll down to the Advanced Settings section Add your Prefix to the “Add a prefix to the subject line of emails to this list” section Click the blue Save changes button: When you send out an email to that particular list, we’ll automatically add the prefix to your subject line. A/B Split Testing When you first create a broadcast, you’ll have the option to set up split testing of your subject lines. By doing this you can split your broadcast with 2 different subject lines and test the subject lines with a small portion of your recipients your email broadcast. After a period of your time, that same broadcast will be sent to the rest of the recipients with whatever subject line had more opens. NOTE! If your recipients for a broadcast is less than 2000 contacts, split testing is not advised as it will not be entirely accurate. But we know you've got a large list, so let's look at how to do it... Select Marketing from your Simplero Dashboard Choose Email Broadcasts from the dropdown menu Create a new broadcast by clicking the blue + Create new broadcast button in the upper right corner: Add a Subject line. Click A/B test the subject icon: Enter your Alternative subject line Enter the percent (%) of recipients you want the two emails to send the test to Enter the number of minutes for how long you want to give the test a run before the broadcast is sent to the remainder of your list. Preheaders A preheader is a line of text at the very top of your email, which means it’ll show up in people's inboxes just below the subject line as the first line of text: Preheaders are a great opportunity to give a brief summary of what your broadcast, autoresponder or automation email is about, or maybe just to peak people's curiosity. You can start using them in all your emails today by editing the preheader along with the subject line and the body of your emails like you're used to. For example, you can add a Preheader via the Edit screen in a broadcast: Select Marketing from your Simplero Dashboard Select Email Broadcasts from the dropdown menu Locate and click on the Broadcast name to edit the email body In the Broadcast editor page, click the content section located in the header: In the Broadcast Edit screen, enter what you want in the + Preheader field:

Email Deliveries

How is Simplero's Deliverability It's really hard to get good comparative data on that, but I know we have a very good deliverability. We work with a leading email deliverability provider, SendGrid, and we have a very high reputation score with them (99%+). As a result, we're in great standing with respect to the different mail providers that your email will end up with, which means there's a very high probability that your emails will go through. In addition, we work hard to keep it that way. If you’re having trouble with your deliverability, check out our troubleshooting guide. What Is the Spam Check on Emails? We run your emails through SpamAssassin, a very popular spam ranking software, to check for known spam email red flags. It's mostly informational, to help you steer clear of things that will trigger spam filters based on SpamAssassin. Athough if you have an exceptionally high spam score, we’ll refuse to send your email. It’s not a reflection of how many people reported your email as spam - it's only about how your email is being ranked by the SpamAssassin software.

About Open Rates for Broadcasts and Auto-Responses

The figure for percentage in Open Rates is very inaccurate. This is not unique to Simplero as it is an internet-wide phenomenon. Open rates are basically useless as an absolute number, and only useful as a relative number, like a barometer. Meaning, you can test different subject lines and times of day for sending email, and see if your open rates are higher this time than they were before. Here's why: The way they're measured is by inserting a tiny invisible image into the body of the email. When the email client tries to show this image, it calls our server, which registers it as a sign that this email was opened. However, many email programs, including Hotmail, Gmail, and MS Outlook, by default block all images in emails, and your reader has to actively choose to show images in order for the image to be shown so that we can register when the email was open. For this reason, only about half of all opens will be counted. That's the way all mailing list tools work. What you can do with these numbers: You can test different subject lines and different times of day for sending out your broadcasts and see if that changes the open rates upward or downward. The sender name, the subject line and time of day, and perhaps the first few words of the body of the email (Gmail shows this on the overview page), as well as your relationship with the recipient, is what determines whether they'll open the mail. You can use the relative change in opening rates as an indication of how well these parameters worked. What about clicks? Clicks are 100% accurate. When someone clicks a link, we know for sure, because the click goes to Simplero first, then redirects to the URL you've chosen. While it's true that we could count a click as an open (when someone clicks, we know they've opened the email, even if the hidden image was never requested). But then the presence or not of links in the email - or the popularity of certain links - would skew your open rates, and you would no longer be able to meaningfully compare open rates between broadcasts. For this reason, you may experience click rates that are higher than your open rates. It is counter-intuitive, but there's a reason behind the madness. And what about bounces and spam reports? Bounces and spam reports are generally very reliable. When someone marks your email as spam in Hotmail or Gmail, we'll know for sure. When someone's email bounces, we know. What if an email still doesn't go through to the recipient? Mail providers oftentimes delete an email that they think is spam, without even delivering it to the spam or junk mail folder. That's a huge frustration to someone trying to send a legitimate email that people want, but it's the way it is. We constantly work with providers in order to ensure that your email goes through, but we can't 100% ensure it. That is ultimately up to the email providers such as Gmail, Hotmail, Yahoo, etc. Therefore, you have to make sure you configure the domains that you send email from under the Settings in your Simplero. This is a big help to ensure your email will be delivered. See our guides on how to set up your Custom Domain and reach out to support@simplero.com if you need our help with it! What’s the difference between Sent and Delivered on my broadcast report? Most email providers will let us know that the email has been delivered successfully to the recipient's inbox, but unfortunately, not all of them do. For those email providers that we don’t have a confirmation of receiving the email on their end, we can only assure that the email has been Sent. Mail Privacy Protection Mail Privacy Protection is a new option located in the Apple device settings of iOS 15 and macOS 12 Monterey. When users open the Apple Mail app for the first time after downloading the newest operating systems, they receive a prompt to choose if they would like to protect their privacy. If the users decide to protect their privacy, this option enables MPP and hides their IP address. In other words, the email program or service is trying to hide whether the user actually opened the email or not. It causes the open event to fire even if the user did not open the email. Simplero's email provider has a logic to tell whether a user has MPP enabled, but it only tells you that fact; it doesn't know if any given open was an MPP open or a true open. For example, out of 3,197 deliveries that have been "opened", 2,413 were detected by Simplero's email provider as being from a device/service with MPP enabled. This means we can't tell if this is a "true" open or an MPP, privacy-enabling automated open. We represent this information in your Broadcast reports as MPP Opened and Opened. You can learn more about MPP on this post.

How the Sending Limit Works

Unfortunately, we've had problems with scammers opening up accounts with stolen credit cards in order to use our mail servers to send out spam and phishing mail. We've had to put several measures in place to stop this problem, and we've succeeded. The scammers have moved on. One of those measures is a limit on how many emails you can send until we've been in touch with you. You don't need to worry about it. We'll never prevent you from getting another opt-in, and we'll warn you well ahead of the limit becoming an issue for you. Once it does, Simplero will let you know that it's time to raise the limit, and will notify you of exactly what to do to raise it. We promise to be quick to raise the limit, once you've sent us the information that we ask for. It's all handled pretty seamlessly. Just go with the flow, and it'll all work out. Happy emailing!

What Do the Secretive Options Mean

This feature is useful when you want to hide the broadcast from your archive or prevent people from viewing it on the web. To see the Secretive Options: Select Marketing from your Simplero Dashboard. Select Email Broadcasts from the drop down menu Click the Delivered tab, locate and click on the broadcast you've sent (You can also select your broadcast from the "All" tab): You'll see the Broadcast overview and if you look on the bottom right corner, you'll see the Secretive Options section: Remove web version means we remove the ability to view it online in the browser. For example, Google happens to find the email and someone clicks on the link. Well, when they do that they won't be able to view it. Allowing your customers to access your archive of emails: When a customer signs up to a list, you can allow them to access an archive of the previous emails sent to that list. To do so: Select the Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to set the Archive option for Select the Configure tab Scroll down to the Advanced Settings toggle the “Let people access an archive of emails sent to this list” option ON Choose the option you want for Archive Public - URL will be public and searchable Secret - URL will be unique and hard to find Click the blue Save Changes button How will my customers access the archive? They will need to click the “manage your preferences” link on any email that you sent to that list: This will open a page showing the lists they are subscribed to. The ones that have the archive option active will show as hyperlinks: If they click on the list, it will show a list of all emails sent:

Why Simplero Doesn't Do Fancy Graphic Emails

Most mailing list systems out there let you design your own fancy graphic email template, complete with header graphic, a sidebar, and sometimes complex 3-column setups. Simplero doesn't offer that because simple emails make you more money and build better relationships. Here's why: It turns out that the emails that get opened most and get the best response are emails that feel like they're written directly from you to your recipient. Just a few friends talking with each other. It's personal, and it looks and feels like a personal email. Most people don't use a fancy 2- or 3-column email template when they're just writing with their closest friends. It would feel decidedly off. Like "why are you talking to me like you're all formal and stuff? It's me! Hello!?!". That's what it tends to feel like when you "dress up" your email or newsletter too much. Studies also show people read more and click the links more in emails that are simple text emails instead of fancy graphic emails. It converts better. Translation: You make more money! Content is "King" Simple emails let you focus on what's important, namely the content. We do make it easy for you to make subheads (like the one above), as well as bullets, indentations, images, links, bold, italic, insert images, and those kinds of things. They increase the value by making it more clear and readable. But the critical ingredient of your emails is your words, your content - and the more you focus on those and not the design and layout, the more value for your audience. And that translates into a better relationship and - more money! For some cases, it does make sense to use a fancy graphical newsletter. A number of my customers use MailChimp or CampaignMonitor alongside Simplero for precisely this reason. You can use those other systems for your main newsletter, and use Simplero for setting up a quick landing page for a webinar, or for emailing your customers about the courses they're participating in. That's a perfectly fine and legitimate way to arrange yourself if you have that need. However, for most of us, the simple plain text email works best - easiest to write, easiest to read, and most profitable for you. That said... Simplero does let you create simple email design templates with a header graphic, choose your font size, or even provide your own fully custom HTML template. Here’s how: Select Marketing from your Simplero Dashboard Select Email Broadcasts from the dropdown menu Click the three dots in the top right corner and choose Email Designs from the dropdown Select from the list of email designs and make any edits as you wish:

Delaying Normal Broadcasts During an Email Funnel

This guide is going to show you how to make it so that new subscribers do not receive your normal broadcasts until after they have completed an automation. This works when you want to exclude them from receiving broadcasts while they’re in the middle of the initial email series they opted in for or if they are in a sales funnel. To do this you’ll want to add a tag to the people in the sequence, exclude that tag from all broadcasts, and then remove the tag when the sequence is finished. Again, this is so the recipients of the sequence are not bombarded with emails. Follow the steps below for adding such a tag depending on the type of sequence you are using. Here's how to delay normal Broadcasts during an Email Funnel: Create your Automation with the emails you want them to receive… Select Marketing from your Simplero Dashboard Select Automations from the dropdown menu Click the blue + Create new automation button in the upper right corner: Choose your trigger type and the name for your Automation in the pop-up screen, then click the OK button: At the beginning of the automation add an action to add a tag to the contact: Click the blue + Add a step button for your automation: Select Action for the steps Click the drop-down arrow to select the option to Add a tag Type your tag or select from your tag list Click the Save changes button At the end of the automation add an Action to Remove a tag Click the blue + Add a step button for your automation Select Action for the steps Click the drop-down arrow to select the option to Add a tag Type your tag or select from your tag list Click the Save changes button Then when you send your normal broadcasts make sure to exclude the tag from the recipients This can also be done when you are using Auto-Responses. Here's how... Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to create auto-responses for Select the Auto-Responses tab in the upper right corner or in the middle of the screen if you have no auto-responses yet 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) Email body - Type the email you want for this auto-response Triggers - Scroll down and click the +Add trigger button and complete the trigger box as follows: When: Auto-response is sent Do this: Click the drop-down arrow to select the option to Add a tag Type your tag or select from your tag list Click the Save changes button Add the last auto-response, following the above steps but this time create one to Remove a tag

What Is the Spam Check on Emails?

You'll notice the Spam Check section on the right side bar of your broadcast summary page: We run your email through SpamAssassin, a very popular spam ranking software, to check for known spam email red flags. It's mostly informational, to help you stay clear of things that are going to trigger spam filters based on SpamAssassin. These are the main checks SpamAssassin will report back on: If you have an exceptionally high spam score, we will refuse to send your email. NOTE! This is not a reflection of how many people reported your email as spam, it's only about how your email is being ranked by the SpamAssassin software. To know who has reported your email as spam and what to do in those cases, check out our guide on How to Manage Your Lists and Contacts.

Editing the Email Prefix and Footer

Customizing Email Prefix and Footer in Simplero Simplero allows you to personalize the email experience for product purchasers, participants, list subscribers, and site members by customizing both the prefix and footer of your email messages. Email Prefix When enabled, this setting allows you to add a custom prefix to the subject line of all emails sent to selected groups. This prefix appears at the beginning of the subject line for each broadcast email sent to these recipients. Example: If you set the prefix to “Site Name,” each broadcast email to your site members will show a subject line like: “Site Name - Your Custom Email Subject Line.” Custom Footer You can also create a custom footer for specific customer groups. This footer will only display when emailing the designated group, allowing you to tailor footer content to fit the audience. Customizing Emails for Products Enable the Email Prefix: Start by navigating to your Sales menu. Click on Products to view your full product list. Select the product you want to customize. Once you're inside the product, go to the Configure tab. Scroll down to the Options section, and enable the setting for "Add a prefix to the subject line of emails to this product." Now, enter your preferred prefix. This prefix will automatically be added to the subject line of emails sent to purchasers or participants of this product. Enable the Product Footer: Directly below the prefix setting, enable the option for "Add text to footer in emails to this product." Now, you can customize the footer text that will appear in all emails sent to purchasers of this product. Customizing Emails for Lists Enable the Email Prefix: Start by navigating to your Contacts menu. Click on Lists to view all your lists. Select the list you want to customize. Once you're inside the list, go to the Configure tab. Scroll down to the Advanced Settings section, and enable the setting for "Add a prefix to the subject line of emails to this list." Now, enter your preferred prefix. This prefix will automatically be added to the subject line of emails sent to subscribers of this list. Enable the Email Footer: Directly below the prefix setting, enable the option for "Add text to footer in emails to this list." Now, you can customize the footer text that will appear in all emails sent to subscribers of this list. Sites Open the site for which you would like to enable the custom prefix, and select the configure tab. Scroll to Advanced Settings, and enable Add a prefix to the subject line of emails to this site: Save your changes. Editing the Legal Footer in Emails You might notice an additional footer at the end of your email. This is a legal footer, automatically generated by Simplero, and it cannot be edited. Including an unsubscribe option in your email footer is essential for compliance and maintaining trust with your audience. It helps prevent your emails from being marked as spam, which improves deliverability, ensuring your messages reach the inbox instead of being filtered out. Bottom Filler Copy In certain Simplero plans, you can also add a bottom filler copy (aka Open Rate booster) to help with your email deliverability. You can learn more about it in this guide. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Creating a Button in a Broadcast

How to Create a Button in a Broadcast Using buttons in an email broadcast is often better than using just a standard link. Buttons enhance the user experience by being more visually appealing, easier to interact with, and clearer in their intent, leading to better engagement and higher conversion rates. You can add a button to your email broadcast by linking existing text, or by editing a link. Link Text & Display as a Button Highlight the text you want to turn into a link. This will bring up the editor options, where you can click the link icon, as shown here: This will result in a modal pop-up. From there, you can either select an existing page in your Simplero account (including order forms, funnels, landing pages, etc) or insert a URL. Set the button text as you would like it to appear. The most important step is to check the Display as a Button box, adjust any other settings, and then save your changes. End result: Edit a link & Display as a Button If you have a link/URL copied to your clipboard, you can easily paste it directly into the body of the email. Once the link is pasted, click on it to bring up a modal that offers the option to edit. Click the Edit button to modify the button label. Remember to select the Display as a Button checkbox before saving your changes. That's it! This works for any link, and any text! ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Delivery vs. Deliverability

Understanding the Difference Between Email Delivery and Deliverability When it comes to sending emails through Simplero, it’s important to understand the distinction between two key concepts: delivery and deliverability. Although these terms sound similar, they refer to different stages in the journey your email takes from you to your recipient. Delivery: Reaching the Recipient’s Email Provider What is Delivery? Delivery refers to whether or not your email successfully reaches a recipient’s email provider (such as Gmail, Outlook, or Yahoo). Simply put, if the provider accepts the email—regardless of which folder it lands in (Primary Inbox, Spam, Promotions, etc.)—the email is considered delivered. Factors Affecting Delivery: Validity of the Recipient’s Address: The email address must exist and be able to receive mail. Domain and DNS Configuration: If the domain associated with the recipient’s address doesn’t exist or is misconfigured, delivery will fail. IP Reputation and Blocklists: If the sending IP is blocked by the receiving server, the email won’t reach the recipient. Here’s how Simplero’s email delivery works: We send data to SendGrid and tell them to send an email. Sendgrid is our marketing and transactional emailing platform that acts as the go-between for Simplero and your email recipients. SendGrid communicates with the provider (Gmail for example) Gmail receives the email and decides what to do with it At this point, they will either deliver it, delay (retry) or bounce it If we get to step 3 above and Gmail doesn't reject it, then it was effectively delivered. And as further reassurance, most email providers nowadays do have a high rate of delivery but it’s not a guarantee that those communications will land specifically in a recipient’s inbox. Typical Delivery Rates: Currently, Simplero’s delivery rate—through SendGrid—is about 98%, reflecting that almost all valid emails sent through the platform successfully reach their intended email providers. Deliverability: Landing in the Right Folder What is Deliverability? Deliverability, sometimes referred to as “inboxing,” focuses on where your email ends up after it’s delivered. Even if an email makes it to the recipient’s email provider, the provider then decides where to place it. Will it go into the Primary Inbox, Spam/Junk folder, Promotions tab, or another folder? Factors Affecting Deliverability: Sending Domain Reputation: Consistent, reputable sending habits help you earn trust with email providers. IP Reputation (Managed by SendGrid): Good engagement over time helps maintain a positive IP reputation. List Hygiene: Removing invalid addresses, inactive subscribers, and spam traps keeps your list clean and trustworthy. Email Content: Relevant, non-spammy content encourages engagement (opens, clicks) and signals to providers that your emails are welcome. DKIM/SPF Alignment: Properly configured authentication protocols help prove you’re a legitimate sender. Sending Frequency: Consistent but not overwhelming sending patterns build trust with email providers. Improving Deliverability with Simplero: Better List Management: Avoid sending repeated emails to subscribers who never open them. It’s better to keep an engaged list than to push mass emails that trigger spam filtering. Optimized Content: Send value-packed, relevant emails to encourage subscribers to open and click. Authentic Authentication: Set up DKIM and SPF records properly. Adjust Your Sending Strategy: Don’t flood inboxes. Instead, send at a rate that maintains good engagement. This is a great guide to email deliverability from SendGrid. Whitelisting: Getting on Your Subscribers’ Good Side If subscribers find your emails useful but they end up in spam, encourage them to whitelist your sending address. Whitelisting ensures that future emails appear in their Primary Inbox. How Subscribers Can Whitelist Your Address (Gmail Example): Watch Video Instruct subscribers to add your sending address to their contacts. Suggest they move your email from the Promotions or Spam tab into the Primary tab if needed, training Gmail to treat your emails as important. It’s always best to encourage whitelisting during signup, setting expectations early that your emails are worth their direct attention. Spam Traps, Invalid Addresses, and Frequent Reporters What Are Spam Traps? Spam traps are addresses used by ISPs and blocklist operators to identify senders who aren’t using best practices. They look like valid emails but are never used by real people. Sending to spam traps can damage your reputation and affect deliverability. Invalid Emails and Frequent Reporters: Invalid Emails: Addresses that no longer exist or can’t receive mail. Frequent Reporters: Recipients who frequently mark emails as spam. Continuously sending to these addresses can harm your sender reputation. Avoiding Problematic Addresses: Keep your list clean by removing invalid emails and those who never engage. Use double opt-in and ensure that you only send to people who explicitly requested your emails. Simplero’s Built-in Protection: Simplero uses Zerobounce, an email validation tool, to identify spam traps, invalid addresses, and frequent reporters. These contacts are automatically marked “Do Not Contact” so they don’t hurt your sending reputation. You can then correct or remove these addresses as needed. Read more about Spam Traps, check out Zerobounce's blog post about it here. In Summary Delivery: Your email is accepted by the recipient’s email provider. Deliverability: Where the email ends up after delivery (Inbox, Spam, etc.). By understanding these differences and following email best practices, you’ll not only ensure that your emails are delivered but also increase the likelihood that they’ll land right where you want them: in your subscribers’ inboxes, ready to be opened, read, and enjoyed. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Magic Login Link

Using Magic Login Links in Simplero Want to restrict access to your content without requiring a password? Simplero's Magic Login Links feature is the solution. What Are Magic Login Links? Magic Login Links allow users to access restricted content directly from an email, without needing to log in with a password. Users can request a Magic Login Link from a login page or use it as an alternative to passwords for any restricted content. Key Points to Know: Link Expiration: For security, Magic Login Links expire in 48 hours. If a user clicks on an expired link, they'll be notified, and a new Magic Login Link will be sent automatically. Link Requirements: Magic Login Links work when sent via a Broadcast, Email Automation, Auto-response, or Simplero Trigger, and the content must be hosted on a Simplero Site. How to Create a Magic Login Link: In the Broadcast or Email Editor, highlight the text where you want to insert the link and use the link icon to set up the link. Then paste any URL to your content and enable the Magic Link option. That's it! The link to the content is now Magic! Why do customers receive a second notification with a new link? When a user has access to content across multiple Simplero accounts, automatic access is granted via a Simplero notification. If the original link has expired, the user will be prompted to check their email for a new Magic Login Link. This is a safety measure that cannot be changed. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Code in Emails and Web/Course Pages

Interpolation keys, Liquid objects, and Global snippets are powerful components that help you when building dynamic, personalised, and functional content for pages and emails. What are their main differences? Interpolation keys: Interpolation keys are placeholders that dynamically pull specific pieces of data from your system or database. When viewed by the end user, they are replaced by the corresponding value - such as a user’s name, order details, or current date. In Simplero, they are used in emails. Liquid objects: Liquid objects are part of the Liquid templating language, which is widely used in platforms for creating dynamic content. They provide flexibility for developers and content creators to display dynamic data on a page. In Simplero, they are used in website and course pages. Global snippets: Global snippets allow you to create custom text one time and then place that snippet of code anywhere you want, which will display the text. This allows you to have a uniformed message across your platform. If you update the snippet, this will automatically update the text in all the places where you’ve added the code. In Simplero, you can add these snippets anywhere. Here’s our guide on Global Snippets for more information. NOTE! For each of the keys in this guide, you need to put brackets around them - like this: For example… ...and so on 🤓 Interpolation Keys Interpolation keys will fetch the data in the key and present it on the receiving end for the customer. In Simplero, these are used in Emails. Contact Related Keys: name: first names firstname: first names lastname: last name fullname: first and last names email: email ref: affiliate ref string of referring affiliate username: their Simplero ID password: their password, if it was auto-generated by the system. If they changed their password, this will be blank. signup_reminder: reminder of why they signed up subjectprefix: prefix for the subject from the list, product, or affiliate program sent to footer: footer text from the list, product, or affiliate program sent to content_url: link to content for this list subscriber / purchase / participant / affiliate manage_url: subscription page ref: affiliate that referred this contact (if the contact is linked to an affiliate of ours) own_ref: affiliate name (when contact is an affiliate of ours, otherwise will show empty) contact_admin_url: contact record admin page Purchase Related Keys: purchase_url: purchase thank you page edit_purchase_url: manage payment page purchase_id: purchase ID product_id: product ID product_name: product name product_internal_name: product internal name product_key: product internal name - URL paramaterized product_category: product category product_category_key: product category - URL paramaterized quantity: quantity price_name: price name currency_code: currency code coupon_code: coupon code received_price: received price received_tax: received tax received_total: received total incoming_price: incoming price incoming_tax: incoming tax incoming_total: incoming total sales_price: sales price sales_tax: sales tax sales_total: sales total last_charge_tx_id: last charge tax ID last_charge_tx_gateway_id: last charge tax gateway ID company_name: company name system field collected in order forms vat_no: vat number system field collected in order forms Events Related: event_time: event time event_title: Title of your event event_description: Description of your event event_location: Location of your event event_url: Link to the event organizer_name: organizer name organizer_first_name: organizer first name organizer_email: organizer email link_name: Scheduling link name scheduler_name: scheduler name scheduler_first_name: scheduler first name scheduler_email: scheduler email Other: manage_url: link to manage their subscription open_image_url: URL of the image we use to track open rates field.(interpolation key) for each custom field with interpolation key set field.(interpolation key)_(subfield) for each custom field with interpolation key set & subfield field_(id) for each custom field field_(id)_(subfield) for each custom field and subfield global.(key) for each global snippet Special cases: Facebook URL fields, telephone fields, and Twitter handle fields all ordinarily output an HTML link. In these cases you will follow the format below: URL fields: (note the spacing between text and brackets and the "_plain" at the end of the key) What if the Key Appears Blank in the Email? Interpolation Keys are object-oriented, which means the object that triggers the automation email (or the recipients of the broadcast) need to match the object where the key was added. If not, the key will appear blank for the recipient. Here are some examples: If you add an interpolation key from a… Scheduling Link… …to an automation email - then the trigger that starts the automation with that email needs to fire on the scheduling link. …to a broadcast - then the recipients of the broadcast need to be the event participants from the meeting they scheduled. Survey… …to an automation email - then the trigger that starts an automation with that email needs to fire on the survey. …to a broadcast - then the recipients of the broadcast need to be the survey respondents. Purchase… …to an automation email - then the trigger that starts the automation with that email needs to fire on the purchase. …to a broadcast - then the recipients of the broadcast need to be the purchasers of the product. An automation triggered by a purchase, for example, cannot have emails that use a key for an event - the event key will appear blank in the email when the recipient sees it. Liquid Objects Liquid is a templating language that allows you to display dynamic content on web pages. So we need this key to be dynamic, because it’s based on a user dynamically visiting a site or a page. Liquid objects are similar to interpolation keys, except they need to be used for web and course pages only. customer: Contact object field: Contact custom fields object global: Global snippets object internal_name: course, product, site, group and worksheet Common Liquid Objects: customer.first_names: contact’s first name customer.last_name: contact’s last name customer.name: contact’s full name customer.email: contact’s email account.name: your account name NOTE! Some of these liquid objects can also be used in emails like interpolation keys, but they must be used for web/course pages (interpolation keys will not work for pages). For the following Liquid Objects, you don’t need to add more brackets around the brackets displayed below: Here's an example of how to use multiple if statements: Global Snippets Here’s our guide on Global Snippets for more information. Combining Global Snippets with Interpolation Keys or Liquid Code If you insert a global snippet using {{global.some_key}} , these will be replaced as the very first thing when processing the email or the page. This means that your snippet can contain other interpolations, or even Liquid code, and those will be evaluated in the exact same way as if you'd typed the contents of your global snippet directly. However, if it contains another global snippet, then that won't be replaced in the same way again. It will work, but it'll be interpreted as a Liquid expression. Also, if you use the global snippet in a Liquid expression, eg. {{ global.some_key | upcase }}, then we will NOT be evaluating any other interpolations or Liquid code inside that global snippet.magic li

Email Shows "Read" But not "Delivered"

In some instances, an email may show as read by your customer but could be reported to you as not delivered. The reason for this discrepancy is most likely the result of one of two things. Your customer has virus/spam checking software loaded and set up on their email that scans the email before delivering it to their inbox. This type of checking software will cause the email to be reported as read. Your customer is using a program such as Unroll.me which takes all their emails and filters them into a single email and stores them for them rather than delivering them to their inbox. If you go to their contact page and scroll down you will see two boxes Emails sent - will list all emails they have ever been sent to Activities - will show all activity connected to them including when emails were sent, opened, and if links were clicked on.

Troubleshooting Email Addresses

Do you have a customer claiming to not be getting emails, or not being about to access their account? One of the first things you want to check is if their email is typed incorrectly. It happens everyone makes a typo from time to time, and if this is your customers first time ever accessing a Product on Simplero that little typo can prevent them from being able to do or see anything including their account where they would normally update it themselves. The safest way to fix it is this: Select Lists & Contacts form your Simplero Dashboard Select the Contacts tab In the Search field, enter your contact's name Click on the contact and you'll be directed to the Contact Info page Click the white Edit contact button or the Edit hyperlink as shown in the picture below In the Contact info page, type the new Email address Scroll down to the Purchase and participant info section and check all the places that the email address needs to be updated Click the blue Save changes button While in the Contact Information page, scroll down to the Purchases section and select from the product list Scroll down to the Participant section and remove the Simplero ID: Also, if the switch next to "Emails:" says "OFF", which it might do if the email has bounced, switch it back to "ON" Once that's done, you can send a new one Once that's done, you'll see the new Simplero ID In this case, it's the same, of course, but if you changed the email address, it'll be a new one. We realize this isn't as simple as we'd like it to be, and maybe we'll come up with a good way to make it simpler in the future, but this is how you do it.

Why is my E-mail not being delivered?

Why Is This Person Not Receiving My E-Mails? There are a few reasons why this may be happening: The User Unsubscribed from your lists. You can check this by to the customer's purchase page. Select the Lists & Contacts from your Simplero Dashboard Select the Contacts tab Search and select your contact's name In the contact's overview page, scroll down to the Lists subscribed to box and check if any of them show unsubscribe You can also scroll down to the Activities box and check the activities log If it’s a purchase, remember that there’s separate email ON/OFF switches for the purchaser (billing contact) and the participant. The DO NOT CONTACT setting for the contact is switched to ON Their email is inaccurate and so it bounced. See our guide on correcting email addresses. They are using a problematic mail server. The activity log will show whether it was sent and whether it was acknowledged to have been received by the receiver’s mail server. However, many mail providers (I’m looking at you, Hotmail) does decide to throw away perfectly good email after saying “yes, we’ve got it”, without informing neither us nor the recipient. Thank the aggressive spam filters. It’s a real bummer. The best approach is to have your customer contact their mail provider and ask them to make sure that emails from you are delivered. If they refuse or don’t respond, it might be time to find another email vendor. A good rule of thumb is that if you’re not paying for it (such as in the case with Hotmail, Gmail, Yahoo Mail, etc.), you are the product being sold, you are not a customer. We warmly recommend fastmail.com as a very reliable paid email service that will actually service their customers. Gmail is fairly good as well, even though, yes, you are the product being sold when you use it. You are sending from a problematic email address. If you've configured your emails to be sent from an email address with a common provider such as Gmail, Hotmail or similar, many email providers will filter out the email. This is because Simplero is not sending directly from your email address, but rather as your email address. When mail servers see a mail from such as a Gmail address that isn't coming directly from Gmail, they tend to throw them away – no questions asked and no information given. If you're serious about your business, you will need to get an email address on a domain that you own. Fastmail is a phenomenal choice for hosting all your incoming email on your own domain. See our guide on verifying your custom domain. Another thing to note with your email address is how long you've been with your email server or are you jumping around. If you jump from different Email programs you never get a chance to build a reputation which reduces your deliverability. Stick with us for a while and you should see it rise. Your email was Image heavy. Emails should be at most 60% text and 40% image or they run the risk of being blocked as spam from mail servers.

Bounced Emails

Spam reports

What happens when a contact marks an email as spam? If the broadcast that has been reported as spam is linked to a list, we will automatically unsubscribe the contact from that list. You can find who's marked your broadcast as spam on the broadcast report: And we'll show the spam report and opt-out event on the contact record Activity log:

Newsletters

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Newsletters offer robust and effective scheduled email marketing for businesses of all sizes. Customizable templates ensure that your content is visually appealing while providing the flexibility to create unique branded designs.

Simplero’s easy-to-use interface lets you establish a weekly, biweekly, monthly, or customizeable automation schedule for your engaging email broadcasts.

Simplero's comprehensive analytics dashboard tracks essential metrics such as open rates, click-throughs, bounces, and unsubscribes to help optimize your marketing efforts.

Simplero’s easy-to-use interface lets you establish a weekly, biweekl…

Newsletter Scheduler

Connecting with your customers is a great way to create loyalty and build lasting relationships, and consistent newsletters help you do just that. Newsletters keep your customers and subscribers updated on everything you've got going on, like what podcasts you're featured on, interviews you're doing, new products you have, new blog posts, programs and courses you're launching, and so much more. But we know you're busy, and it's not easy to write a newsletter every single week. That's why the newsletter section in Simplero helps make it simple. With Simplero's newsletter scheduler, you can set up the foundation for your newsletter that covers your Newsletter name, Recipients, Email Settings, and the Schedule. Once you set up your schedule, you'll be able to see all the drafts, queued, and delivered newsletters in one place. From the same screen, you can write as many newsletters as you want in advance, easily find them, and schedule them to be delivered at the perfect time. This process gives you a chance to get ahead of the game, and once you schedule your newsletter, it's set it and forget it! You can also create a reminder so that you get notified when it's time to write or send another newsletter, so you never miss a chance to connect with your customers. Creating a Newsletter The first step to using the newsletter section is to set up the basic framework for your newsletter. This is where you set up your newsletter name, who it goes out to, where it's sent, how often it's delivered, and when you want to be reminded about writing it. Here's the step by step: Select Marketing from your Simplero Dashboard. Select Newsletters from the dropdown menu Create a Newsletter by clicking the blue Create a newsletter schedule button in the upper right corner. Enter the information for your New Newsletter Schedule. Give your newsletter schedule a Name. Set your schedule (either weekly, biweekly, or monthly) and choose your start date. Choose the List (or lists) the newsletter will go out to. Set your Email settings such as Subject line, Sender name and email, and Reply to email. Set up your Reminder schedule. Click the Create newsletter schedule button when you're done. Once you've set up your newsletter, you're ready to write! Select Marketing from your Simplero Dashboard. Select Newsletters from the dropdown menu Click on the Newsletter Name you've just created. You'll be directed to the Queue for that newsletter. Click the Write a newsletter button. You'll be directed to the Broadcast screen where you will enter the subject and name, choose the split-test option, etc., like you would with any other broadcast. Complete the information and click the Next button. You'll be taken to the Broadcast overview screen. Once you've completed all edits, click the blue Queue button. Not ready to schedule your newsletter? Have more edits to make? That's ok! Don't hit that Queue button and keep your newsletter as an easy to find draft. Just head back to that specific newsletter schedule when you're ready to publish. This allows you to write as many newsletters as you want ahead of time, saving you time in the long run and helping you put out better content. Notes: The Draft, Queued, and Delivered newsletters will also appear in the broadcast section. If the recipients of the newsletter are subscribers to a list, the sender settings will be the ones set up on the List>>Configure tab, overriding the settings on the Newsletter Schedule. If you ever need to edit your Newsletter Settings, access them through the navigation header.

Landing Pages & Forms

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Landing Pages are a powerful tool for businesses looking to improve their online presence and convert more visitors into customers. The platform offers a wide variety of customizable templates that can be tailored to fit any brand or industry. Simplero's easy-to-use editor makes it simple for even non-technical users to create stunning, responsive landing pages without the need for coding skills.

Additionally, Simplero integrates seamlessly with other popular marketing tools like Google Analytics, Facebook, and Mailchimp, which enables businesses to drive traffic to their landing pages and track results efficiently.

Full Page Landing Pages

You have 2 options for a Stand Alone Landing page in Simplero: Make it a List Sign-up page Used to advertise freebies and lead magnets Make it a Product Sales page Used to advertise paid products Creating a landing page Select Marketing from your Simplero Dashboard Choose Landing pages from the dropdown menu Click the Create new landing page button in the upper right corner Pick your template. You can choose between the Legacy editor or the Builder 2.0 editor, which will each show the templates that use that particular editor: Once you've chosen your template, you will be redirected to the Editor. The following instructions are for the Legacy editor. Click here for instructions on how to use the Builder 2.0 editor. Landing Page Editor While on the Editor page, and when you are done working on the Full Landing Page design, Save changes and click on Back at the top left corner to access the Landing Page >> Settings tab. In the Settings tab, complete all the necessary fields and make sure to click the Save changes button when done ... Link a List and Products to a Full Landing Page Click the blue Editor button from the Overview tab to make additional changes to your landing page. When you click the Launch Editor button, you will be redirected to a page where you can edit the Sections and Appearance of your landing page. (Note that Santa Fe Chic features are exclusive to this Landing page template and cannot be found on any other Landing Page templates editors). From the editor screen, if you chose to create a List Sign-Up landing page, make sure to select your list. In the Sections tab, select the List signup form section or press +Add section and then select the section: Scroll down to the Form section. In the List area, click the drop-down menu and select your list: Make sure to click the blue Save Changes button when you finish your edit. From the editor screen, if you chose to create a Product Sales page for your landing page, here's how to add your Products to the page. In the Sections tab, click the blue + Add section link: In the Add section screen, scroll down to the Products section. Select Featured products section and press the blue Add button: In the Featured products, go to the Content section and click on one of the Product tabs. In the Product area, click the drop-down menu and select your product. You can also add or remove a product (click the blue + Add product or the blue Remove product link) Click the blue Save changes button Set up a Funnel Using the 3 dots menu at the top right, choose between: Turn into a funnel… We will create a new funnel including this landing page in it! Keep building the funnel around it. For example, add a Thank You Page on the next step of the funnel. Add to existing funnel… If you already have a funnel on the way and would like to have your landing page be part of it. We will create a new step in the funnel that includes this landing page. You can then drag it around the funnel to the step you want it to be in. Learn more about how funnels work here. Full Landing Pages Themes With every new landing page, an individual theme will be generated along with it. You can customize this theme as well as choose an existing Theme on the Editor>>Appearance tab: *NOTE: If the Landing page has been created as New, then the theme will be generated as a copy of the current System theme (website/membership site theme). If the landing page is a result of duplicating an existing Landing page, then the new theme will be generated based on the original Landing page. You will also find the landing page theme and link to customize it on the landing page tab >> Theme: Expiring a landing page/adding a countdown timer If your landing page is time sensitive such as in the case of creating a sign-up form for a Tele Summit: In the Settings page, you will have the ability to add an expiration date and to tell the system where to direct users to once that time and date have passed: In the Landing Page Editor, you also have the option to add a Countdown Timer section to your page that will count down to the time and date that you add under the Countdown section when you select “Count down to a specific date”: To know more about how to use this section when selecting “Count down to a period after activation”, have a look at our Deadline-Funnels guide. Do you still have questions about Full Landing Pages or is there a specific topic you are missing in this guide? Let our Support team know :)

Embedded Forms

If you prefer a video explanation, head to our How To Videos Opt-in forms are a great way to grow your email list, increase conversions, and build an engaged audience. And having opt-in forms that are personal and customized can help a lot. That's why we put together this guide to show you how to customize your opt-in forms in Simplero. Navigate to Marketing > Landing Pages & forms, then click on Create new embedded form: Pick a template: Design the opt-in form on the Content tab: a) You can have custom designs for desktop/mobile views. b) Edit the content by clicking on the text directly. c) Customize the style of the form objects using the options on the right sidebar. d) Select which fields to show on the form or Add new custom fields: Navigate to Settings at the header's top right corner: You'll be able to: a) Edit the embedded form internal name, and turn On/Off to make it Live. b) Presentation: Choose how the opt-in form is shown on the page. c) Restrict views by device or time. d) Conversion Action: Choose what the form is used for. Opt in to a list Got to a product order form Go to a URL No action (just a popup) e) After Conversion: Choose what we should do when someone has signed-up f) Trigger: Choose what causes the opt-in form to be displayed. g) Advanced Settings: Teaser Mode: Customize a teaser when the form is closed Expiration: To turn the form off automatically on a certain date in the future Blacklist URLs: Add exception pages where you would not want this embedded form to be displayed over other settings anywhere else Custom CSS code h) Triggers: If something needs to happen after they sign up to this form, you would trigger that here. Save changes To embed the form on another page… In the content tab, copy the Embed Code that you'll paste into the source code (or using the Script section) on the page where you want the form to show (your landing page, your website homepage, etc.) This can be inside Simplero or on an external page: Continue to the next lesson to learn how to integrate an Embedded form on a Simplero page using the section Script.

Embed Sign-up Forms to Your Simplero Sites and Pages

Important notes! This is not possible to do while on trial as adding embedded code is not available. If you prefer to watch this on a video, you can head to our How To Videos where this is explained in minute 11:20. If you'd like an embedded sign up form to show in ALL pages of a Simplero Site, then navigate to the Site >> Configure page and scroll down to the Signup forms section: You'll be able to choose from the existing embedded forms in your account. Done! To know how to create an Embedded Form go back to the previous lesson, Embedded Forms. Embed an Opt-in Form on a Simplero Page Navigate to the embedded form. Shortest way is from the Landing pages table, click on the Embedded view and then filter by List: Once you've located the Embedded form, click on it and scroll down to the Embed code section on the Content tab. Copy the script using the Copy to clipboard icon: Go to the Site Page you'd like the embedded opt-in form to show up. Head to Website >> Pages, then access the Editor for that specific page on the Website by clicking on the page name: Add a Script section, and replace the dummy text with the script you just copied: The Embed form will now show up according to the Presentation settings on the Embed form. NOTE: The form will appear blank on the Editor page once you add the embed code and save your changes, but it will appear on the front-end of the page according to the Presentation settings on the Embed form. Click View Page On Site in the top right-hand corner to see it in action: Embed a Manually-Triggered Opt-In to a Button NOTE! This process only works if your page uses the Legacy Editor. If your page uses the 2.0 Builder, follow the steps in this 2.0 guide to create your popup and connect it to a button on the page. If your page uses the Class Editor, follow steps 1-5 described above in the “Embed an Opt-in Form on a Simplero Page” section first (make sure to embed the form into a Script section, etc). Then add the following instructions: Head to the Embed Form Settings page and select Modal under the Presentation section: Then scroll down to the Trigger section and select Manual trigger only: On the Embed Form Content page, scroll down to the section Manual Trigger and copy the piece of code using the Copy to Clipboard icon: Navigate to the Simplero Page you'd like to link the Embed form to. Click on the section you want the button to show up on, then the Source Code icon. Paste the code into the Source Code section: Press Ok and Save. A link now shows up and triggers an embedded opt-in form. Now select the link that got created and click on the Insert Link icon: Edit the Text to Display and click on Display as Button. Then press Update: HERE IT IS IN ACTION: Try it out here! This button is live! Keywords: Embedded form, Link, Embed

Personalized or Quiz Style Landing Pages

Have you ever wanted to create a personalized landing page or thank you page? Something more than just including a visitor's name? A landing page or thank you page that really stands out and makes users feel special? Well, you can! You can create a personalized message based on how a site visitor or customer completes an opt-in or order form. Or maybe you've wanted an opt-in quiz on your site. Quizzes are fun and insightful for customers and are a great way to bring in new leads for your list. Now, you can create these personalized options on your Simplero landing pages and site using our radio button form fields and Global snippets. Here's how: Create Your Custom Radio Button Form Field To make a personalized landing page, the first step is to set up your custom form field. You want to add the custom form field and make sure to add an Interpolation key that makes sense with the field. How to add fields: Select Settings from your Simplero Dashboard. Select the Custom fields tab. Press Add custom field to see the Field types on the right: Click on the field you want to show in your form. For example, select the Radio buttons from the Custom fields section from the right side of the screen: Edit the field on the right side of the page. The changes will auto-save: Interpolation Keys on Custom Form Fields For each field you add to your forms, you can also now add a customer Interpolation key. The Interpolation key allows you to transfer the information that's filled in a field to an email broadcast. Here's how you do it: Select the Settings gear icon from the top right-hand corner of your Simplero Dashboard. Select the Custom fields tab. Press the Add custom field button in the top right-hand corner. Choose the Field from the right side of the page. You'll now be able to edit the field. Press + Key and a box will appear that says "Interpolation key": Fill in that box with a label (all one word) that represents the field information you're bringing over. For example, if it was a phone number field, the Interpolation Key would be phonenumber. Click the blue Save changes button and close out of the Editing area for that field. Copy the link to the Interpolation Key using the clipboard icon next to the field: Now when you create your broadcast or landing page, you can paste in your Interpolation key in the body of text, and the unique information the customer put into that field will appear for them when they read the email. Sticking with the example of the phone number, you would paste wherever you want this field to appear. Create Your Global Snippets The Global snippets are going to be the response that appears based on what's chosen in the form field. Select Settings from your Simplero Dashboard. Select the Global snippets tab Scroll down to the Global snippets section and click the white + Add a global snippet button: Enter an Interpolation key in the Key box area. This is a bit of text you're going to add to the snippet code, so it knows what text to populate. For example, if the text describes the colour blue, you might use colourblue as your key: The box to the right is where you'll write the text that you want to populate wherever you paste in the key: You can then select the white + Add a global snippet button to add as many snippets as you'd like. Click the blue Save changes button at the bottom of the page. To access your global snippet, use the field and replace "key" with the key you chose. So for this example, I would use . Wherever I paste this key, the text "Your favourite colur is blue! Yay!" will populate. Now You're Ready to Set Up Your Landing Page... Create your landing page as usual, either as a stand-alone landing page or as a page on your site or membership site. Here are our guides on how to set up a landing page or add a page to your site. You can also choose to edit the Simplero default thank you page on your list or product via List >> Content >> Thank You Page or Product >> Content >> Thank You Page and use this there. Wherever your landing page is, click into the text field and write the copy the way you want it to appear. Use the Interpolation keys wherever you want the custom response to show. For example, you would use Interpolation keys like this to show a certain portion of text depending on which radio button option they choose: Note: You may have more than three options for the radio button, which is fine. You'll just continue adding the different radio button options and the corresponding interpolation keys.

How to Use Simplero Landing Pages With WebinarJam

Do you use WebinarJam and feel their landing pages are too impersonal? Do you want full control over your landing pages? If you're thinking yes, then we've got great news for you. You can create beautiful, customized landing pages in Simplero and use them with WebinarJam! 🎉 You just need to make a few changes to the code you get from WebinarJam. Here's how: Find Your Landing Page URL in Simplero Locate your landing page URL on the Content tab of the landing page by pressing the Link icon in the top right-hand corner: Create Your Webinar in WebinarJam On the Registration page, choose the template called "Your own design on your own website." Click "edit this template." Paste the URL for the landing page you just created in Simplero and save: Finish Setting Up Your Webinar Go to Your Links and copy the code from the Embed registration button in your own site field: Paste the code into a text editor outside of Simplero (not directly into your landing page!) and delete all the code related to the WebinarJam "register now" button.That part will break the landing page if it's added in Simplero, which is why you need to do this part outside of Simplero. The code looks something like this: <link href="//app.webinarjam.net/assets/css/register_button.css" rel="stylesheet"><div style="margin:auto;width:300px;"><div class="embedded-joinwebinar-button"><button type="button" class="btn btn-default css3button" title="regpopbox_123455_12345678"><span>Register now</span></button></div></div><script src="//cdnjs.cloudflare.com/ajax/libs/jquery/1.11.1/jquery.min.js" language="javascript" type="text/javascript"></script><script src="//app.webinarjam.net/assets/js/porthole.min.js" language="javascript" type="text/javascript"></script><script src="//app.webinarjam.net/register.box.js" language="javascript" type="text/javascript"></script><div id="frameContent" style="-webkit-overflow-scrolling: touch !important; overflow: auto;top: 0; left: 0; background:#fff;position: fixed; width: 100%; height: 100%; display:none; z-index:2147483647;"></div><img src="//app.webinarjam.net/tracker?action=registration&webicode=12345678&memberid=12345" style="visibility:hidden; height:0px; width:0px; border:none;"> Copy the rest of the code. Add the Code to Your Landing Page Go to your Landing Page Editor in Simplero, and paste the code either in the source code of a Text section or body text for the CTA. You have to use the source code <> function in the editor and paste the code in the popup window that appears: Finish designing your landing page. Et voilà! 🤌

Landing Page Statistics

Simplero makes it easy for you to see if your Landing page is converting. 🤓 Select Marketing from your Simplero Dashboard. Choose Landing pages from the dropdown menu. From the Full tab, locate and open the Landing page you want to check. Click on the Content tab. At the top of this screen, you'll be able to see... Total Views is how many times your landing page has been viewed all together Unique views are how many unique visitors your page have had Conversions are how many of your visitors that converted into a lead/customer Conversion rate is how many of your unique visitors that converted into a lead/customer Scroll down to see the Statistics of your Landing Page in graph format: Note: If you use the same landing page for new campaigns, you can reset the stats on the little red button before starting your campaign: Detailed Views data Find detailed data from your viewers on the Views tab including the IP, URL, Referrer and tracking parameters: How Simplero categorizes views as “Unique” When users visit the landing page, we set a cookie on their browser, then request the browser to send that cookie back whenever the visitor loads the page again. If we get the cookie back from the browser, we mark the view as Repeat. If there’s no response from the browser, we mark the view as Unique. But what happens if the browser doesn't send the cookie back? Be aware! Everyday privacy policies are making it harder and harder to track user activity. Most browsers tend to block cookie requests now, which causes most tracked views to be marked as Unique instead of Repeat.

Conditional Content

What Conditional Content is Used For To create one unique email or site content to be shown to specific contacts only. For example, send an email to your list but show different content based on the tags the contact has. Writing Conditional Content These simple lines of code will allow you to show content to contacts who have a specific tag: You can use it pretty much everywhere you find the text editor including lessons, sites and landing pages, emails... Are you looking for more advanced options? >> Check out this guide for further resources and learn how to write Liquid code!

Page Builder 2.0 - Style Guides

Enjoy a more flexible way of building landing pages using the new Page builder 2.0! Any changes you make will be autosaved as you work on your landing page. Also switch between the different screen sizes to create specific content for each, and Publish your page when you are ready to make your changes LIVE! You can also see if there are other users currently on the same page., so you don’t step onto each other’s changes! Style guides and Style libraries You can have as many style guides as you like and use them for pre-formatting sections, rows, columns, and elements. You’d normally want to start defining your style guide first, before you start building your page sections. NOTE! This guide shows how to manage landing pages style guides (from your 2.0 Landing pages). To manage system wide style guides (from the Account Settings), head to this guide. Click on Style Guide button to customize its colours, fonts, buttons, borders, and shadows: You’ll notice that in every level of the landing page (sections > rows > columns > elements) there’s a settings button that will open up the format settings on the right sidebar. We’ll pull the colours set up on the style guide, but you can override/customize them using the 3 dots option on the far right for each of them: To create a new style guide or pick from another existing style guide, click on Change at the top left of the style guide editor: Then click on Create a new style guide or select from the existing ones: Style guides are available across your account and can be used in multiple landing pages at the same time. Warning! If you make any changes to a style guide that is used across multiple landing pages, these changes will apply to all of them unless you’ve used custom formatting.

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Page Builder 2.0 - Sections and Elements

Add a Section The first thing you need to add to your landing page is a section: Options will show up on the right sidebar. Set the width first: Then the number of columns you’d like: When you hover on the section, you’ll be able to perform several actions: Open the section settings, duplicate the section, or delete the section. Open the column settings, duplicate the column, delete it, and adjust the column width. Add an element to the column, add a new row, or add a new section. Add an Element Wherever there’s a plus button, you can add an element to it. Click on it to pick among the different element types! On the right sidebar you’ll be able to choose between general, media, and form elements: General: Bullet list, Headline, Paragraph, Preheadline, Subheadline. Type in the text directly on the element preview. Note that when you select the text, a floating text editor will also be displayed for text formatting: Media: Audio, Image, Video. Pick the media file from your library using the +Add button on the right sidebar. You’ll also have the option to customize other media specific settings like Alt text or Link URL: Form: Button, Input, Order form. Buttons There are 4 actions available to fire when someone clicks on a button: Opt-in to a list Go to another URL or section on the page Open a popup Input Select the contact field the input will be used for, then choose a label style (Above field, inline, or floating): Inputs are generally used alongside buttons to build an opt-in form, but they are not limited to that use case. Order form Embed an order form for any of your products. This is a great way to customize product checkouts: You can also choose which price is automatically selected via “Lock Price”: And you can add a “Decline Offer” button beneath the payment button: Add a Popup With the Page builder 2.0, it’s easy to add a popup to your page. Click on the popup button to customize the popup content, and format, then click on ‘Add section’ to add elements to your popup or start from a template: Only Show on Some Devices To show your section only on some devices (mobile, tablet, or desktop), hover over that section and click on the eye icon appearing. Then choose the devices that you want to show it on. You can also hide it from all visitors by clicking on next to the section title. Saved and Global Blocks You can save any section/row/element as a Saved Block and use it later in any other page. You can also save it as Global Block. Any change you make to a Global Block will be automatically updated everywhere you're using that Global Block! This very powerful feature enables you to do things that were either not possible or very hard to do with the old builder. Save it as a Saved or Global Block: See and select your Saved and Global Blocks when you add a new section: Edit the Global Block: Your changes will update everywhere the Block is in use:

Page Builder 2.0 - Responsive Mode

When working on Page Builder 2.0, we can switch from the top icons to see the preview of our page on Browser, Tablet, and Mobile: We also have the ability to edit their settings individually, which is called "responsive mode". When using the tablet or mobile view, you will see a banner warning that responsive mode is active. Tablet View: Mobile View: When in responsive mode, only edits made on the right-hand panel will apply exclusively to the view from the limit px indicated via the banner. Moving or adding elements will edit all views. Automatic Stack of Row Columns In Mobile view, rows with several columns will automatically stack in individual rows. You can adjust the way rows are stacked (reverse stack) or to not stack at all (none). For example, the automatic stack order of the Bourbon design is the first column (text) at the top, then second column on the row (image) below it: “Stacked in reverse order” under Row Settings > Advanced allows you to place the image at the top, then the text below it: If you want to hide or show elements per view, you can hide elements based on view as explained in this guide.

Page Builder 2.0 - Version History

You can see every change that has been made to your landing pages via the Version history. Locate the 3 dots menu on the top right corner of the page editor to select it: You can click on any version to see the changes made on the page, and restore the version via the 3 dots dropdown menu next to it. We will also highlight the change that was made for easier recognition: Undo & Redo Use the back and forward arrow buttons at the top of the editor to go back and forward through the changes you’ve made:

Affiliate Programs

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Affiliate programs are an essential marketing tool that can help you create a robust referral network. With Simplero's affiliate program, you can invite individuals or businesses to promote your products or services and earn commissions for successful referrals. This program incentivizes affiliates to drive traffic to your offerings, expand your reach, and increase sales.

Simplero's platform makes it effortless to manage your affiliate program, track affiliate performance, and provide affiliates with the necessary tools and resources to succeed. By leveraging the affiliate program feature in Simplero, you can tap into the power of collaborative marketing, boost brand awareness, and scale your business through the collective efforts of your dedicated affiliates.

Create an Affiliate Program

Navigate to Marketing and then Affiliate programs from your Simplero Dashboard Select the + Create affiliate program button in the upper right corner or in the middle of your screen Complete all fields for your new affiliate program and click the Create affiliate program button to save Now to your Products, select Products from your Simplero Dashboard In the Products tab, locate and select the Product you want to add to the program Select the Selling tab within the product Scroll down to the Affiliate Settings section and click the + Add affiliate program button Choose your affiliate program (Option to override the standard commission) and click the Save changes button Repeat steps 5-7 until all products have been added to the program.

Set up Commissions

Commissions Navigate to Marketing >> Affiliate Programs >> Choose the Affiliate Program >> Configure tab and scroll down to the Commissions section: To set up a percentage commission, choose "Percentage": Commissions are by default recurring. If you’d like to setup a specific duration of the commission, scroll down to Payout Settings >> Sunset recurring commission: Alternatively, set up a "Fixed amount per purchase" instead:

Adding Affiliates to your Affiliate Program

You have two options for adding affiliates to the program. Option 1: They can register themselves To self-register, you will need to share the registration link with them. Select Affiliate programs from your Simplero Dashboard Locate and select the Affiliate Program name In your upper right corner, press the three grey dots and see the Registration option in the dropdown: Select the Clipboard icon and it will be copied to your clipboard You can now paste the link and share it Option 2: You can register your affiliate Select Marketing >> Affiliate programs from your Simplero Dashboard Locate and select the Affiliate Program name Click the Create affiliate at the top right corner: Fill in all necessary information, including their PayPal email address for payout: Click the Create affiliate button to save. Sharing Affiliate Links Affiliates can access their Links via their Affiliate account. You can always direct them to this guide on how to find their affiliate account. You can also share their link with them in a Broadcast. To do this, you would paste in your Simplero Sales page or order form URL followed by

Paying your Affiliates

You have three options to pay out Affiliates.: Paypal Masspay, PayPal Payouts and Manual Pay. Paypal Payouts Payment Set up PayPal Payouts in your PayPal Account if you haven’t yet. Open your Affiliate program Select Affiliate programs from your Simplero Dashboard Select the Affiliate program Select the Configure tab within your Affiliate program and Scroll down to the Payout Settings > choose PayPal Payouts and Save. Go to the Affiliate Program > Summary tab. Select the Run via PayPal Payout now... button in the right sidebar You can also set up an automatic payout using the scheduling settings under PayPal Payouts option: On the Summary tab you’ll see when the next Payout is scheduled for, but also will be able to manually run the payout at any time. Note: Some users may not be able to use PayPal Payouts per PayPal's Terms of use. If this is you, then you will want to use the Manual payment option. Set up Payouts notifications When using PayPal MassPay and PayPal Payouts, you can also override PayPal notifications sent to your affiliates: Manual Payment Go to PayPal In another browser, open your Affiliate program Select Affiliate programs from your Simplero Dashboard Select the Affiliate program Select the Summary tab within your Affiliate program and click on "See payable affiliates and run manual payout" Locate and select the Affiliate you want to pay Copy the Email address and note the Amount you are paying. Go to PayPal and make payment Click the green Mark Paid button in the far right next to the Affiliate name Repeat steps 3-7 until all are paid out Paypal MassPay It's only available on accounts where it had been previously installed since it's a deprecated feature in PayPal. If you already had it in your account, then follow the steps below: Open your Affiliate program Select Affiliate programs from your Simplero Dashboard Select the Affiliate program Select the Summary tab within your Affiliate program Select the Pay via PayPal Payouts Mass Pay... button in the right sidebar

Affiliate FAQ

Offering a Flat Fee ・ Customize Commission Per Purchase・Change Commission After Purchases Are Made・How to Pay Affiliates ・Retire Vs Reject・Existing Contacts・Commission on Own Purchases ・Sidemenu FAQ・Commission FAQ Meaning of Affiliate State An affiliate can be in one of four distinct states: New: The affiliate has applied, and you haven’t yet decided whether to let them in or not. Approved: They can refer new customers and continue to receive commission on past referrals Rejected: We are not accepting new referrals from this affiliate, and any past referrals will no longer incur a commission. Retired: We are not accepting new referrals from this affiliate, but any past referrals with installments or recurring payments will still produce a commission. Can We Offer a Flat Fee Instead of a Percentage for Our Affiliate Commissions? Yes, you can! (there’s an if though… if you are on Scale, Skyrocket, or the deprecated Rule The World Plan). You can set it up in several places across the platform at the Affiliate Program Level >> Configure tab (this will apply to all affiliates new purchases unless they have a different setup at the product or specific affiliate level). This would be a one time payout of a fixed amount. At the Affiliate level, you'll select the affiliate you want to adjust then click the edit icon in the top right corner: Scroll down to the commission section. If you choose an option different to inherit from the affiliate program, we will override the settings for this affiliate's new purchases only. At the Product Level, you'll want to select the Selling tab-> Affiliate Section, then you can edit it and allow for a flat fee specific to that product. You can read more about this in our Override the Default Affiliate Commission guide. Note! FREE purchases won't get credited Fixed Amounts. They will if the price is $0. Can I customize the affiliate % by purchase? Each purchase can now have its own affiliate commission percentage. Ifyou want to reward a particular affiliate with an extra commission for a certain referral, you can just change the percentage for that purchase alone, and it won't affect anything else. You can do that by clicking the edit button on the purchase. What happens when I change the affiliate commission after purchases have been made? If you change the commission for an affiliate, this will only affect new purchases, not existing ones. This is great if you want to change commissions over time without affecting what's already purchased. When and How Are My Affiliates Paid? You can pay your affiliates anyway and any time you want. We support PayPal MassPay as a way to do it automatically, that works if you had already set up Masspay in the past, since it's now a deprecated feature in PayPal. Now, we have PayPal Payouts available through Simplero. Click here to know more about Paypal Payouts Mass Payment option. PayPal requires you to sign up for that service specifically. You will need a Paypal Business Account. However, if you want to pay your affiliates cash, check, wire transfer, western union, anything else, you can totally do that too. And you don't have to pick just one method, by simply choosing Manual. If you pay your affiliates manually, just make sure you register the payment on that affiliate, so we know how much has been paid out and how much is still owed. We have a handy manual payout screen that lets you easily see all the people to whom affiliate commission is owed, and lets you check them off as they're paid. If you want to use PayPal MassPay, you hit a button whenever you want us to pay out what's owed to affiliates and if you have given us their PayPal email address, we'll email you a report of how it went when we're done. Paying Your Affiliates Check our guide on Paying your Affiliates to learn your options. NOTE! Simplero does not send your affiliates an invoice for their payouts. They will get an email notification from PayPal, and they should be able to get an invoice directly in PayPal. Retiring vs Rejecting an Affiliate Reject action will stop the affiliate from getting a commission on current active purchases. New purchases created using their affiliate link will no longer link the new purchase to a rejected affiliate. If an affiliate is Retired new purchases using their affiliate link will no longer attach the new purchase to the retired affiliate. Existing commissions currently active to a retired affiliate will continue. Existing contacts and Affiliate links In some cases, you might have an existing contact in your account (without being attached to an affiliate) that eventually purchases one of your products using an affiliate link. The new purchase in this case will be credited to the affiliate while the contact will not. Contact record: Purchase: Can Affiliates use their own link to buy and therefore be awarded for their own purchases? This option exists. It is disabled by default, but available to enable this functionality on the Affiliate Program >> Configure >> Advanced Settings. Sidemenu FAQ Below we'll go through what the different sections for the right side menu means: Sold: The total amount sold for the affiliate. Received: The total amount received for the affiliate. Delayed: You can setup a delay period for the payout, which you control in the settings. The amount here, is what hasn't passed the delay period yet. Incoming: Future payments on other purchases. Commission FAQ Delayed: Is the delayed commission which has not passed the payout period setup yet. Earned: Total amount earned of commission for the affiliate for all purchases regardless if the payment has processed or not. Paid: Total amount processed and paid to the affiliate. Owed: What the affiliate is owed. These would be purchases paste the payout period.

Affiliate Tiers

Having affiliates market for you is awesome. They refer customers to you, you both make money, and the customer gets a product that really helps them in their lives. It's easy for your affiliate, it's easy for you, and you only pay a commission on the sales you actually make. Much better than paid advertising where you pay per click, no matter whether you make a sale or not. Some great affiliates also have networks of other great affiliates, and they can help you by making introductions, so you get even more affiliates to refer customers to you. But how does that affiliate benefit from that? Until now, they haven't. However, now they can have affiliates register using their own personal affiliate registration link, and they'll get a cut of the commission. How much is up to you to decide, but 5% is pretty typical. You also get to decide whether that comes out of the downstream affiliate's commission, or it comes out of your take-home amount. So if affiliates normally get 30%, and the upstream affiliate gets 5%, you could make this become… 25% to the downstream affiliate, 5% to the upstream affiliate, and 70% to you 30% to the downstream affiliate, 5% to the upstream affiliate, and 65% to you, etc. It’s up to you how you want to do it. To get started, go to your affiliate program... Select Marketing from your Simplero Dashboard Select the Affiliate Programs tab There are 2 ways to Edit your Affiliate program 1) Locate your Affiliate program and click the Gear icon in the far right: 2) Locate and select the Affiliate program and click the Configure button on your menu bar: Scroll down to the Advanced settings, and toggle ON the option "Use a 2-tiered affiliate system": Now, every downstream affiliate will receive the same commission as the existing upstream affiliates. In order to change this, you can enter what commission the upstream affiliates should receive from the purchases registered to their downstream affiliates. NOTE! The percentage is calculated from the purchase's total amount - not from your share or the affiliates' share alone. Click Save changes After that, each affiliate will see a link they can give out for other affiliates to register. The registered affiliates will be downstream to the affiliate they register with (their upstream affiliate). NOTE! The purchases the upstream affiliates earn commission from through their downstream affiliates are not displayed on the affiliate's account. The upstream affiliate can only see the total amount earned through their downstream affiliates in the overview:

How Affiliate Links Work

An Affiliate link works by setting a cookie in the browser of the user clicking it, before taking them to whatever the destination for the affiliate link is. When the customer who clicked the link comes to opt-in to a List or Purchase a Product, the cookie will let us know that they were referred by an affiliate, and which one. The affiliate link itself can take people to any URL you want. The links work by taking customers on a small detour through a Simplero URL first, to set the cookie, before they're sent on to their final destination. By default, we provide an affiliate link to the sales page and the order form for each product included in the affiliate program. You can also add External affiliate links, which can go to any URL you choose. These work for truly external pages as well as Simplero landing pages or webpages. What Affiliate Links Look Like? Affiliates links, other than "External affiliates links", are generally any URL on yourdomain.simplero.com with the addition of "?ref=(affiliate-ref)". The affiliate-ref consists of a number, a hyphen, and a string, e.g. "123-michele-rosslyn". You can drop the hyphen and what comes after it, and just use the number. So these two URLs are equivalent: http://yourdomain.simplero.com?ref=123-michele-rosslyn http://yourdomain.simplero.com?ref=123 Now, there is an exception. Opt-in links look very different to the above: By copying the link on the Affiliate record you will notice that it actually looks like this: https://smpl.ro/al/GGwusRxg9NELX7fpkXCwuhfD/20330-Affiliate-Name That is the link that your affiliates will need to integrate to be able to track down the user clicks and opt-ins. Pitfalls By design, we redirect the Opt-in URL generated with the format: https://smpl.ro/al/GGwusRxg9NELX7fpkXCwuhfD/20330-Affiliate-Name to https://domainname.com/?ref=20330-Affiliate-Name. If, for whatever reason, the affiliate uses the link https://domainname.com/?ref=20330-Affiliate-Name instead of the one generated on their affiliate dashboard, we won't be able to track the user clicks, although we will still be able to register any Opt-ins under this affiliate. To avoid this misleading result, we encourage you to have your affiliates use the link generated on the affiliate dashboard in all cases. The system is very effective, though not perfect. If customers change to another browser, we won't get the cookie back, and so we can't know they came from this affiliate. If they clear their cookies, we'll also lose the information. Cookie Settings When creating your affiliate program, you get to choose how long we should set the cookies for. The default is three years, but you can change that. You also get to choose between first-cookie and last-cookie. This says what to do in the case where a customer clicks on affiliate links from two different affiliates. First-cookie wins - the first cookie that was set gets to stay, and the second one is ignored. The commission goes to the first affiliate. Last-cookie wins - the second affiliate link click will override the first cookie set, and the commission goes to the second affiliate. You can use this strategically in your campaign. First-cookie rewards affiliates who mail early in a campaign, who gets things going. Last-cookie rewards affiliates who do the final push towards making the sale at the end of the campaign. Setting Affiliate for Contacts When a contact opts-in to a List via an affiliate, we'll register that contact to that affiliate too. If that contact ends up buying something, and the affiliate belongs to an affiliate program that covers the product purchased, then we'll still credit the affiliate with the purchase, even if the cookie has gone missing. For this reason, it's a good idea to get your affiliates to mail on an opt-in to some free gift ("lead magnet"), so that we get the tracking out of cookies, which are unreliable because people may delete them, and onto the contact record, where it's going to stay. You have control over how long an affiliate should be associated with a contact via the Side-server policy settings. Don’t store affiliate association server-side: new contacts will not get associated with the affiliate so if unknown contact purchases today from an affiliate, the affiliate will get credit for the purchase. If tomorrow the same contact purchases from your store catalog, we will not credit the affiliate for that second purchase. Store affiliate association server-side forever: new contacts will get associated with the affiliate they got engaged through. Any future purchases will always be credited to the affiliate for this contact. Expire affiliate associaton server-side after a specific period: set up for how long the contact should remain attached to the affiliate they got engaged through so only purchases created during this time get credited to the affiliate. Passed the time, the contact will no longer be attached to the affiliate.

External URLs

Affiliate links with an External URL that is NOT the products sales page Select Marketing >> Affiliate programs from your Simplero Dashboard Locate and select the Affiliate program you want to add the link to On the right sidebar, under the area for External affiliate links, click the Add hyperlink Enter the Label and Destination for your external affiliate link Click the Save changes button when done This link will now appear in the list of links available to your participants Be aware that we won’t be able to record clicks on the external URL. We only record the entering click. Sharing an external Link with the Affiliate When you are ready to let your affiliates know that there is an external link they can share and receive affiliate credit on it is easy to pop their link in an email broadcast. Add the External link to your affiliate program by following the steps above Go back to your Affiliates program screen and select the affiliate program Select the Affiliates tab and select the affiliate name You will be directed to the Affiliate information screen Scroll down to the Affiliate links for this affiliate box Simplero will mask it and you will copy that masked link by clicking the Link icon next to the page name Simply paste this link in your Broadcast, remove the number and affiliate name and then add to the end of it For example: This is the link it tells you: http://smpl.ro/al/ReMpLgqxT4q97Fr9neRWpdpX/7158-Simplero You want to keep: http://smpl.ro/al/ReMpLgqxT4q97Fr9neRWpdpX/ add this to the end of the URL http://smpl.ro/al/ReMpLgqxT4q97Fr9neRWpdpX

Affiliate Link in a Broadcast

Including an Affiliate Link in a Broadcast Sometimes you want to send a broadcast or swipe copy via a broadcast to your affiliates that would include their custom affiliate link. We obviously don't want to email them all individually and paste in their link. So how do we ensure we get them their custom link? The following will only work when the email is sent to the Affiliate program (not to individual contacts). Choose the name of your Affiliate program when you choose 'recipients' for your broadcast. Create your Broadcast as you would normally Where you want their affiliate link to be you are going to paste the URL to your sales page follow it with a "?ref=" and then select the Insert button and choose Affiliate ref option So it will look like... Be sure to hit enter after inserting the reference code so that it hyperlinks the whole line. Otherwise, it will not come through properly in the email to your affiliate. Important! If you use an External Sales Page URL If you are using an External sales page you will need to grab the smpl.ro URL for that sales page. This is not the regular URL the page lives on. Where do you get that URL? Simple! First, you want to be sure you have set it up in the product correctly. Select Products from your Simplero Dashboard In the Products tab, locate select your Product Select the Selling tab Scroll down to the Primary sales page section and be sure you have checked External page option and have the Link to the sales page Now go into your Affiliate program Select Affiliate programs from your Simplero Dashboard Select the Affiliate name You will be directed to the Affiliate information screen Scroll down to the Affiliate links for this affiliate box Find the product you want them to promote and copy that Sales Page URL by clicking the Link icon Paste the URL in a text document (e.g. Notepad) so that you can see the whole URL Replace the part after the ? with the merge field code that inserts the affiliate's reference ID as described in the first part of this guide. It will look something like this:

Tax Reporting for Affiliates

Some countries require that you have certain documentation from your affiliates in order for you to pay out affiliate commissions without risking being on the hook for any taxes due on that commission. In order to make that as easy as possible on everybody, Simplero now has a new feature that handles all of that for you. You tell your affiliates what you need, and Simplero will ask for it. All you need to do is review it, and click to either approve or request that they do it over. Once it's approved, payouts can happen as normal. We separate the regular affiliate approval from documentation approval, so that your affiliates can be linking and tracking, even while the paperwork gets sorted. To start using this... Select Marketing >> Affiliates programs from your Simplero Dashboard Create an affiliate program or make changes to an existing one It's a new setting for the affiliate program, which lets you choose to require documentation, optionally have that documentation only be required from affiliates in your own country, and then you can just write whatever information is required for that documentation in a big old text field. Select Marketing from your Simplero Dashboard Select the Affiliates tab and select the Affiliate name Select the Registration tab Scroll down to the Documentation section Mark the box for "We need specific documents from affiliates (eg. a completed W-9)" and mark the box for the United States only if applicable Enter additional information to Explain to affiliates what's needed Click the Save changes button

Override the Default Affiliate Commission

Overriding Affiliate Commission by Product Each program has a default commission. However, you can override this at the product level when you add the product. The box that will appear will ask you to fill in the commission for this product if it's different from the programs default percentage. Select Products from your Simplero Dashboard In the Products tab, create or select your Product Select the Selling tab Scroll down to the Affiliate Settings section and click the + Add affiliate program If a program and product are already connected and you want to change the % you can do so by simply clicking the Edit link to the right of the program name Complete the fields accordingly and click the Save changes button Override the Commission for a Specific Affiliate You can also override the commission for a specific affiliate. This is especially useful if you want to pay a star referrer a little more than the rest or reward a long time affiliate. To do this you will find the affiliate within the program and edit their affiliate information Select Marketing and then Affiliates from your Simplero Dashboard Select the Affiliate program Select the Affiliates tab within the Affiliate program and select the Affiliate name OR click the Pencil icon to edit You will be directed to that Edit screen if you click on the Pencil icon You will be directed to the Affiliate information screen if you click on the Affiliate name In the Affiliate info box, click the Edit hyperlink Scroll down the Commission section and input how much (percentage or fixed amount*) you'd like them to be paid and for how long*. *(Scale and Skyrocket Plans only) Click the Save changes button

Automations

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Automations are advanced software tools designed to streamline marketing and sales operations. Simplero’s platform features a powerful scheduling system that automates tasks such as email campaigns, list management, and custom workflows.

The intuitive interface makes it easy to set up complex automated sequences that offer a range of customizable triggers and actions.

Simplero Automations enhance productivity for small business owners, helping them optimize their workflow while freeing up time to focus on the bigger picture. Its extensive marketing capabilities help drive growth by enhancing customer engagement, generating leads, and increasing conversion rates—ultimately leading to increased revenue generation for the business.

The intuitive interface makes it easy to set up complex autom…

All the Ways You Can Automate Things in Simplero

We get a lot of questions of nature "I want to do this (long explanation follows), can you think of a way that I can accomplish that with Simplero?". At Simplero support we can give you the most simpler solution we can think of to accomplish your goals. If what you are trying to achieve is not supported in Simplero, it's your’s and your team's job to figure out how you might combine them to do something sort of like what you're looking to do. We give you the math, you solve the equations. Deal? Below, we give you an overview of all of the ways that you can automate things in Simplero, in one location. We will only summarize the way each one works and you can then check the full manuals to learn more details about each one. In this guide, we cover: Triggers Automations Segments Tags Auto-Responses Countdowns and Expiring Links Third-Party Integrations Triggers Triggers let you take certain actions when something happens. In other words, they are If-then rules that trigger actions based on specified events. They exist in many places inside Simplero and there are heaps of different actions they can execute. Have a look at our Triggers Overview manual to learn where they are and how to use them. There are many different combinations of trigger + action that you can create. Some commonly used cases: When a customer purchases a product —> Add them to a list When a list has a new subscriber —> Add a tag to that contact When a customer clicks a link on an email —> Add a tag When a course lesson has been completed —> Send an email When a worksheet response is submitted —> Notify the administrator Triggers are designed to help you automate various tasks and streamline your online business operations saving you many hours of manual work! Learn More about Triggers GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice should you have a question about compliance please consult a lawyer. Automations (only available in some plans) Automations are simple straight-forward sequences of actions. The actions are essentially the same as for triggers. Each step in an automation is either an action or a Wait period. You can wait for pretty much any amount of time, from a minute, up to years, and you can further restrict it to be a specific day of the week, weekday, or weekend, or a specific time of day, in either your account time zone or the customer's time zone. We don't do branches or anything like that yet. They're simply sequential. However, you can add conditions to each step so they only apply to some of your contacts. Learn More about Automations Segments Segments let you create groups of contacts. You can collect people based on lists, products, affiliate programs, emails received, opened, clicked, or not opened, and things like that. You can also exclude people using the same criteria. To see exactly what your options are, play around with the drop-downs. You can also add additional conditions to the segments. Segments are very useful for identifying a specific group of customers in your contacts that are not on a single list or in a single product. For example, you may want to find out who is on a specific list but has not purchased your product. Or maybe you want to see the group of people in your newsletter who have shown interest by clicking on the sales link that you sent in a series of emails. What can you do after creating the segment? You can do any action that you can do with triggers or automations. It's a one-time thing, like a broadcast. So you can say "start this automation now for everyone who's currently a member of this segment". You can't do triggers that say "Whenever someone new is a match to this segment, do this". Sorry. The other thing you can do with them is send broadcasts. They become a recipient just like lists or products or tags. Learn More about Segments Tags Tags are pretty amazing. You can add them to contacts, and you can remove them. You can do this using actions on triggers, automations, or segments, or you can do it manually. What can you do with tags? You can see them on the contact. You can create a segment based on them. You can send broadcasts to them. Tags are vital to using conditionals on triggers and autoresponders. Which run off the if/then statements. If this tag exists, or if this tag does not exist, then do this (trigger/automation). Learn More about Tags Auto-Responses Autoresponders are simple emails that are automatically sent based on a specific number of days after someone joins a list or purchases a product (Note: For products, they are sent to the product participant, not the billing contact). Each email can be sent x days after the original opt-in or purchase. Not a half day. Not 30 minutes. Just in increments of a whole day. Learn More about Auto-Responders Countdowns and Expiring Links As a business owner you probably already know that one of the biggest ways to strum up sales is to create a sense of urgency. In Simplero broadcasts you can create a sense of urgency in two ways: Countdown timers Expiring links (a certain period after the email is sent) You can add them to your emails (broadcast, auto-responses, and library emails). Learn More about Countdowns and Expiring Links Transferring information in and out of Simplero Do you use other apps that you would like to connect to Simplero? There are also ways to automate this! Zapier Zapier is a service that connects the web apps you use to easily move your data and automate tedious tasks. They have 300+ popular apps on their roster; think Gmail, Salesforce, Basecamp, etc. Zapier operates on an "if this happens, then do this" principle. Technically, we call them triggers and actions. This lets you automate things in Simplero in response to outside events, as well as cause things to happen in other systems in response to events in Simplero. Learn More about Zapier Simplero API An API key is like a login/password that other software applications can use to interact with your Simplero account on your behalf using our API. Be careful who you give them to, as they're just like giving people admin rights to your account. If you or your developer wants to access our API directly, please see our documentation on GitHub. Learn More about Simplero API Webhooks One of the actions that you can take in triggers, automations, and segments, is to post to a Webhook. This is a super nerdy option, but it can be super helpful if you have a nerd handy and need to do something in some other system in response to what's happening in Simplero. Again, we have the triggers and automations and the payloads are what they are, but if they work for what you're trying to do, that's awesome! Learn More about Webhook Triggers That's it! Now go create something amazing using these tools! Most of all, have fun and play with it! You don't need to figure everything out from the get-go, and you don't need to get everything exactly the way you envision it. Baby steps and flexibility are the aim of the game. If you need help with this, have a look at all the ways you can get help in Simplero.

Creating Automations

Adding an Automation Select Automations from your Simplero Dashboard In the Automation tab, click the + Create new automation button in the upper right corner Give your new automation a name and click the OK button Choose what it will be based on or leave it flexible if you are not sure or if it will be a combination of them. Give your Automation a name. Select the + Add a step button for your automation Complete all appropriate fields and click the Save changes button Repeat steps 6 and 7 until all steps for your automation have been added. Types of steps When adding a new step, you will have 4 options to choose from 1. Action Action steps perform an action to the contact or an object related to the contact (a purchase, a tag). You will see a dropdown menu with a large list of actions you can choose from. Depending on the action you choose, it will give you further options. For example, if you choose to subscribe a contact to a list, it will ask you which list and give you the option to skip the welcome email and auto-responses: 2. Wait steps After selecting ‘Wait’, you will see several options for Wait steps: A while - general wait time such as a number of days or minutes. You can also choose to wait for a day of the week and at least a specific time. A specific time - Waits for a specific date and time in your Simplero account time zone (if the date is in the past, new contacts will continue the automation) A specific time in the contact’s time zone - Waits for a specific time in the contact’s time zone. For example, if you set up to wait until Sunday at 7 pm, your European contacts will receive the email first (at their 7 pm), and a few hours later the email will be sent to contacts located in America. A custom field value - The date will be based on a custom field that you set up for your contacts, for example, a customer’s Birthday. To use this option you will have to first set up your fields. Learn how to do it in this manual. Product start date - This option is only available when it’s connected to a product, and a start date has been added on the Configure tab > Options within the product. Subscription renews/ expires - This option can be used when an automation is in conjunction with a subscription purchase. Event start - Based on an event date (learn how to create events in this manual) Event end - Based on an event date (learn how to create events in this manual) Important: Editing an automation wait step affects those already waiting in that step. For example, John enters the wait step 7: wait 1 day. If you change step 7 to wait 1 week, John would now wait 1 week in that step, not 1 day. We do not recommend making changes to steps where there are currently active contacts. 3. Go to Goes directly to another step in the automation. This might be useful when adding conditions. For example, if you want your customers with a certain tag to move directly from step 10 to step 20 instead of going through every single step. It can also be useful when you want to start directly on a specific step. See how to do that in this guide. 4. Stop Stops the automation for that contact. Once stopped they won’t be able to get back to the step where they were. If you want them to simply pause for a while and then continue, you can pause the automation instead. Sending Emails through an automation One of the most common actions to perform in automation is sending emails. To do that: + Add a Step Choose the Action Send email You have two options now: Option One: Create a unique email for this automation step >> Add a Subject and the email Body >> then Save changes. You can then save a copy of this email in your email library so you can use it in other Steps or Automations. Option 2: Reuse an existing Email from the Email for Automations library: Then you will be able to choose from the dropdown from your email library: Learn more about the Email Library in our guide Emails for Automations

Configuring an Automation

Automation Settings Select Automations from your Simplero Dashboard In the Automation tab, select the automation name you want to add conditionals to Navigate to the Settings on the top right corner. Object Type When you create an automation, you get to pick an object type for it. Think of it as a context where the automation will used. If the automation starts when someone subscribes to a list, the object type would be ‘List subscriber’, but if it starts when someone purchases a Product, then it will belong to the object type ‘Purchase’. If you create an automation using an object type, and then choose a start trigger that doesn’t belong to it, we will let you know through the warning below: So what if you are using the automation in multiple contexts or objects? You can simply pick the object type ‘Flexible’ and that will allow any sort of trigger to start the automation. Note! Only Flexible type will allow you to manually add contacts to the automation. Conditions Scroll down the Conditions section where you will have 2 options... Toggle Off: Always run means that every time a contact enters the automation they will be allowed to go through it assuming of course that you have the settings set to allow him/her to enter it more than once. Toggle On: Set up a condition so that only contacts who comply with the condition will enter the automation. Advanced Options You can also set up more Advanced conditions in the section below. Only allow a given contact to run this automation once - If On, we will prevent a contact from entering the automation if they have been in it before. Allow contacts to be in this automation multiple times at the same time -If Off, we will prevent contacts from starting the automation if they are currently in it. Force automation flows to always be on the contact - If On, we will associate the flow with the contact, instead of the subscription, or purchase… that started it for them. Customize confirmation pages for 1-click action links - You can customize the start/stop/pause/resume confirmation page for 1-click links. This is useful when you are adding, for example, a link to start an automation on an email. Advanced Automation Step Settings Internal Note You can add a note to any automation step. These are internal notes for your reference. This is a great way to help you remember down the line why you set up a condition on a step, or maybe you run a seasonal course and need to remember to update certain action steps each round. Add Conditions If you toggle this option on, you could exclude some contacts to run the steps only under certain conditions (ie. if the contact has a tag, or, if is subscribed to a list, has purchased a product…). This option is helpful to exclude contacts to run specific steps on the automation. You can create several conditions for the same step using And and Or connection: Skip Step if wait step exceeded If you have a waiting step set to a specific date, let’s say wait until May 5th 2022, to then give access to a course lesson and send an email. If a contact starts the automation on May 6th, you may want to skip sending the email but allow getting access to the lesson. In that case, Step#2 would be set to skip if the last wait step was exceeded (do not fire this step if we are past May 5th).

Editing an Automation

Editing an Automation From time to time you may want to update an automation. Maybe you want to add a step, remove a step, make a change to an email that is being sent or rearrange the steps of your automation. This is not a problem, follow the steps below to edit the automation. But please NOTE...when you edit an automation the change will only affect the people who have not yet reached the step where the change is made. What does this mean? If you are editing a wait step - People currently in that wait step will be affected. They receive the new wait rule. If you are adding a step - Only people who are in the steps prior to it will receive the additional step. If you add a step to the end of the broadcast - People who have finished the automation will not be affected. If you make a change to the broadcast - Only people who have not yet received the broadcast will see the new version. Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate and select the step you want to edit Select the Pencil icon on the far right side within the step box and make the edits Note: If you make changes on the fly to an automation that's already running, note that the change will only affect the people who have not yet reached the step where you made the change. Changing an automation wait step affects those already waiting in that step. For example, John enters the wait step 7: wait 1 day. If you change step 7 to wait 1 week, John would now wait 1 week in that step, not 1 day. We do not recommend making changes to steps where there are currently active contacts. Rearranging Steps of an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Select and hold the Double dotted lines to the left of the automation step and drag it to the desired location within the automation We don't recommend rearranging steps where there are currently active contacts. Removing a Step in an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate and select the step you want to remove Select the Trashcan icon in the far right side within the step box Click OK to confirm your removal of the step We don't recommend deleting steps where there are currently active contacts on. Adding a Step in an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Select the + Add a step button below your current steps Complete all appropriate fields and click the Save changes button You can also click the (Plus) + icon to Add step after this step Select and hold the Double dotted lines to the left of the automation step and drag it to where you want it in the sequence Duplicating a Step in an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate and select the step you want to duplicate Select the Paper icon in the far right side within the step box You will now see a duplicate step within your automation Select the Pencil icon in the far right to update the name of your automation Click the Save changes button Editing an email that is part of an automation On the automation Steps tab, locate the step with the email you’d like to edit, then click on the edit icon at the far right: If the email is unique to that step, you will be able to edit the subject and email body on that same screen: And Save the changes. Duplicating Steps that contain Emails Duplicating steps containing unique emails will make a second copy of the email. It will then be unique to that new step and you can edit one without affecting the other. Any changes made to the email linked on Step#3 will not apply to the email linked on Step#2. They are independent of each other. There are 2 ways of duplicating an automation step that contains an already saved library email: Duplicate the ste and reuse the Library email >> any changes made on either the original or the duplicate will affect both steps (they are using the exact same email! Duplicate the step and duplicate the library email too >> any changes made on the original will not affect the copy, they are linked to different emails! Disable steps You can turn off an automation step, for example, if you don’t need it to run temporarily. Click on the step edit button, then turn off the ‘Live’ toggle. Disable the Automation You can disable the automation by turning off the live toggle in the top right corner. This will stop new flows but will not pause flows that area already in the automation.

Starting an Automation

How to Start an Automation Automations don't start by themselves. Some other systems will have a "trigger" event as the first step of the automation. We don't. In Simplero, the first step in the automation is no different than any other step. So unless you start the automation for some contacts, the automation just sits there, doing nothing. Okay, so how do you start it? There are 4 ways: Using the Automation Picker Set up a trigger on a list, a product, an affiliate program, or something else, and have the trigger start the automation when the event happens Create a segment and run an action for that segment that starts the automation Manually by going to a contact page and clicking Start automation With the "Start automation" and "Stop automation" special links that you can include in an email from Simplero. You find these in the top right Links button on the header. Unless you do one or more of these, the automation just sits there, bored to tears. Don't let that happen to your automation. Give it purpose. Add some people to it :) Automation Picker You can set multiple automations to start/stop automatically using the Automation picker. You can find this function under the content tab for Surveys, Lists, and Products; and under settings for Affiliate programs, Tags, Lessons, Worksheets.. Just select the automation from the dropdown menu, and click on Save changes button Set up a trigger on a list, a product, an affiliate program, or something else Locate the list, product, or program where you will be adding the trigger In the Trigger section, add a trigger, select the action to Start Automation, choose the automation you want to activate and click the Save changes button. Note that if you are adding the trigger to a list, the trigger will only be activated the first time subscribes and not active subscribers resubscribing unless you have set the trigger to be "Subscription: Asked to subscribed (whether already subscribed or not)" Create a segment, and run an action for that segment that starts the automation Create a Segment of the people you want to perform the action to Select the Perform action... button at the top of the segment Select the action to Start Automation, choose the automation you want to activate and click Got it! to save Simplero will now perform that action in the background. Manually by going to a contact page and clicking Start automation Select Lists & Contacts in your Simplero Dashboard Select the Contacts tab Search and select the contact In the Contact screen, scroll down to the Automations box Select the Start automation hyperlink in the upper right corner of that box Select the Automation you want to start and click the Start automation button to save 1-Click Automations With the "Start automation" and "Stop automation" special links that you can include in an email from Simplero. Select Automation from your Simplero Dashboard. In the Automations tab, locate and select your automation. In Automation header, under the Links button in the top right corner. Select the Clipboard button next to the one you want to use and paste it in a broadcast. Note: These links only work when used in a Simplero broadcast as they are coded to read the contacts email address and if they were outside of Simplero they are unable to pull the necessary information. FAQ If starting an automation manually or via a Segment > Perform action, contacts fail to start the automation, check that the object type is set to FLEXIBLE. Starting automations manually is only available when the object type is set to Flexible.

Duplicating and Deleting an Automation

Duplicating an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Select the three dots button on the top right-hand corner You will now be able to choose Duplicate & reuse emails or Duplicate&copy emails in the automation. Select the Settings button on the tab bar Update the name of your automation Click the Save Changes button Update or add steps as needed to the automation Warning! If you duplicate an automation, any Library emails linked to the original will be reused in the new automation. Deleting an Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Select the Three dots button You can now click Delete Click OK to confirm your deletion The automation will now be removed from your Simplero account. Any emails that were created within will still exist in your email library.

Excluding Customers from an Automation

Excluding people from an Automation based on a condition Is one of your opt-ins linked to a sales funnel automation for a specific product? If so it is likely you don't want people who have already purchased that product to go through that sales funnel. It's a bit redundant since they already bought it and it could possibly frustrate them. So how do we remedy this? Below you will find the steps for how to exclude someone from entering an automation. Select Products from your Simplero Dashboard In the Products tab, select the product are selling through the sales funnel Select the Content tab of that product Scroll to the Triggers section and you will add a trigger that adds a tag to the contact upon purchasing Locate or create your sales funnel automation Go to the Settings of your Automation Scroll down to the Condition section and select the condition "Doesn´t have this tag" and select the tag you added in step 4 Want to exclude multiple groups of people? Are you using your automation as a sales funnel where you are selling more than one product? If so you likely want to exclude people from any of the products being sold so that they aren't being resold a product they already have bought. The conditional option above only allows you to exclude people based on a single Tag. So you could add that same tag to anyone in any of the products being sold. However, If you have used different tags for the different products then you will need to do a bit of extra work. Below are the steps you would need to follow for each of the tags you want to exclude from an automation not covered via the conditionals in settings. Select Products from your Simplero Dashboard In the Products tab, select the product are selling through the sales funnel Select the Content tab of that product Scroll to the Triggers section and you will add a trigger that adds a tag to the contact upon purchasing For example, I have 2 products I am going to sell in my sales Funnel, Product A, Product B. Product A will be tagged A, Product B will be tagged B Create your sales funnel automation with all your wait steps and sales emails as you would for someone who has never purchased anything from you. Go to Tags Select Lists & Contacts from your Simplero Dashboard Select the Tags tab Locate and select Tag A, the once you've added in step 4 Add a Trigger to Tag A that says when {When Tag is removed, Stop Automation, select the sales funnel automation from the above step 5} Repeat steps 3 and 4 for Tag B Open up the sales funnel automation you created in step 5 Add an action step to remove the Tag A and move it to just before you sell Product A Repeat step 8 for Tag B Now when a participant goes through the automation If they have purchased one of those two products they will be removed from the automation and never go through any of the steps that occur after their tag has been removed.

Stopping, Pausing, Resuming an Automation

Pausing or Removing a single contact from an automation Sometimes its necessary to temporarily pause an automation or stop/remove a contact from automation altogether. Here's what you need to do: Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate the Step where the contact is in and click on the contacts You will see the list of contacts and their place in the automation Click on the Pause or Stop icon to the far right side of the contact name The contact will now be paused or removed completely from the automation depending on which you choose To reactive a pause for a contact continue on... To resume a Paused for a contact repeat steps 1-4 above Click on the Play icon to the far right side of the contact name to Resume the automation Stopping an Automation via an Action step You can now Stop an automation via a stop step. This step, like other action steps, can be based on conditions. Just add a new step, choose the "Stop" option, and click the Save changes button. Stopping an automation removes the contact from the automation altogether. Contacts Pausing, Removing, Resuming Themselves Another option is to have a contact pause, resume, or resume themselves from an automation. This can be done through links in a broadcast. For example, at the bottom of the emails for the automation, you could include a line that says Not interested in this topic but still wants to hear from me on other products and services, stop these emails here, and then you would hyperlink the "Here" to stop automation URL. Where do you find the Stop/Pause/Resume URLs? Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation In the top right of the Automation header, you will see a Links button: Select the Clipboard button next to the one you want to use and paste it in a broadcast. Note: These links only work when used in a Simplero broadcast as they are coded to read the contacts email address and if they were outside of Simplero they are unable to pull the necessary information. Pausing, Removing, or Stopping for a Large Group all at once If you know you want to pause, resume, or stop a group of people that are in an automation you can do so in one swoop rather than individually. Create a Segment of the people you want to perform the action to Select the Perform action... button at the top of the segment Select the action to Stop Automation, choose the automation you want to activate and click Got it! to save Simplero will now perform that action in the background. Pausing, Removing, or Stopping for a Specific Product/List If you are using an automation as a sales funnel you will likely want to stop the automation when people purchase that product. Or if a specific product is purchased or contact is added to a list you may want to temporarily suspend an automation while they are participating in that product or that lists autoresponders. Both cases can be done automatically in Simplero. To temporarily pause an automation: Locate the Product or List that the contact will be participating in place of the automation Add a trigger under content within the List/Product. The trigger will be an Action trigger that once Participant is Activated, Pause an automation and select the automation you want to Pause Click the Save changes button Then create a 2 step automation called Resume Automation for automation name Add step 1 which is a Wait step for however long you want them to be paused for Add step 2 that will be an action step to Resume the paused automation Now add the second trigger: Locate the Product or List that the contact will be participating in place of the automation Add a second trigger under content within the List/Product where you were in step 2 This second trigger will be an Action trigger that once Participant is Activated, Start an automation and select the second automation you created Click the Save changes button To stop/remove them from an automation after a purchase or joining a list Locate the Product or List that the contact will be participating in place of the automation Add a trigger under content within the List/Product. The trigger will be an Action trigger that once Participant is Activated, Stop an automation and select the automation you want to Stop Click the Save changes button Note: If you use the 1-Click link to allow a customer to pause the automation themselves you will want to also provide them with a link to resume the automation themselves and let them know to save that email with the link for future access. You could do this a few ways: You could include that link in the same email where they pause their automation. You can add a trigger to the link in the broadcast that starts a minimum of a 2 step automation. Step 1: Wait X amount of time Step 2: Send an email with the resume link If you do this you may want to add a third step that moves them back to the Start of the automation so that it keeps reminding them. If you do that remember to add a trigger to Stop the automation to the Resume link (refer to the instructions above). Start an Automation at a Specific Step One workaround for restarting an automation at a specific step is the following - Add a new step 1 - Skip to step X Restart the automation for the group Delete step 1 after group as gone through it That group would now be in Step X of the automation.

Reentering or Starting Mid Automation

Reentering an Automation From time to time you may want to have a contact go through an automation a second time. There are two ways we can do this, via a trigger or manually. First option: If they are purchasing the same or a second product or joining a second list that goes through the same automation and you want them to go through a second time then you don't need to do anything special just check the Settings of your Automation and make sure the box is unchecked that reads Only allow a given contact to run this automation once. Then as long as the product/list has the trigger to add the contact to the automation when activated (not "first time activated") then they will be entered into the automation and go through the flow again. Second option: You can manually re-enter a contact into an automation. Select Automation in your Simplero Dashboard In the Automations tab, locate and select your automation In the right sidebar of the Automation, you will see stats of the contacts in that automation. Select the hyperlinked number under the Contacts to see the Flow You will be directed to the Flows with the list of contacts Locate the contact name you want to Reenter by clicking the Reenter icon in the far right side Alternatively... Select Lists & Contacts in your Simplero Dashboard Select the Contacts tab Search and select the contact name In the Contact screen, scroll down to the Automations box Locate the Automation you wish to reenter and click the Reenter button in the far right Note If the automation is started by a trigger in a list, an active subscriber to that list cannot renter the automation by subscribing again with the same contact information unless you have chosen the option "Subscription: Asked to subscribed (whether already subscribed or not)" in the "When this happens" field of the trigger. Starting Mid Automation Would you like to start someone into an automation but want to skip the first few steps of it? There are two options in which you could do this. Option 1: Manually starting the automation If you are manually starting them in the automation while at the computer, and no one else is going to join the automation in those 5-10 minutes then follow the steps here.... Add a step at the top of the automation. Use the "Go to" step and select the step you want the contact to skip to Go to the participant screen and manually start them in an automation Select Lists & Contacts in your Simplero Dashboard Select the Contacts tab Search and select the contact In the Contact screen, scroll down to the Automations box Select the Start automation hyperlink in the upper right corner of that box Select the Automation you want to start Click the Start automation button to save Go back to the Automation and verify that they are in the step you desire Remove the action step you added to the automation Option 2: Triggered start to automation If they are going to purchase a product and start in the automation at the time of purchase follow these steps... Duplicate your automation Remove any steps in the copy that you don't want them to experience Create their price in the product (if this is for an individual and the price will be available to no one else then create them a secret price. If you are allowing people to continually sign up after a program has started and just don't want them to get past emails that were maybe date specific such as call reminders then you can use the regular product price). Add a trigger to the price to start the new automation Verify that the original automation is no longer triggered by the product so that the participant won't be in two automatons.

Time Zone Specific Automations

Do you work with customers across different time zones? If so you probably already utilize the feature when scheduling broadcasts to send within customers specific time zone. But did you know you could do the same thing within your automations for evergreen products, sales funnels, and even webinar or event automations that go out at a specific date and time? To do this you will create your automation like normal, however, you will want to pay close attention as you have two options with your wait steps. See below... General Wait Time When using the general Wait step it is very easy to schedule it to be time zone specific. Toward the bottom of the wait step screen, you will see a section titled "In which time zone" Choose the Contact option and the email or action will occur at the specified time within their time zone, not yours. Specific Time Do you want your email to go out at a specific calendar date and time and not just on a general day or time? Maybe you have a webinar that will occur on February 1st at 9 am. Then you will want to follow these steps to make sure it happens at the right time. Select Automation in your Simplero Dashboard In the Automations tab, locate and select your automation Click the + Add a step button Select the Wait step, mark the option for A specific point in time and choose the day before you actually want the action to occur (For example, if I want to send an email on Monday, January 1st at 9 a.m. Then I would choose "Wait for A specific point in time" "January 1st at 9 a.m.") Click the Save changes button Wait A While Select Automation in your Simplero Dashboard In the Automations tab, locate and select your automation Click the + Add a step button Select the Wait step, mark the option for A While and fill in the fields as follow... Wait 1 minute Any day of the month Select the day of the week you want it to go out Choose the time of day For example, continuing with the example above it would be .. Wait 1 minute, Any day of the month, Monday, 8:59am and 9:01 Then under In which time zone, select the Contact and click the Save changes button Add your action step like normal

Flows

The Flows tabs give you a snapshot of all the flows of your automation. It is set to have default views of Active (people currently in an automation), Completed, Paused, Stopped, and All. Each view tells you the name of the automation and who the contact is. The last column in each tab allows you to perform an action either to pause, stop, restart, or reenter the automation. On the Active tab, you also have the option to Continue now icon which will move the contact to the next step in the automation. The Flows tab is here to make it easier for you to see is in your automations and a quick way to control what is going on at the contact level without having to go to the contact directly. This is especially helpful if you have a group of contacts that you are going to be looking to perform the same automation action. To do this... Select Automation in your Simplero Dashboard In the Automations tab, locate and select your automation In the right sidebar of the Automation, you will see stats of the contacts in that automation. Select the hyperlinked number under the Contacts to see the Flow You will be directed to the Flows screen with the list of contacts Check the box on each name on any tab. At the top of the list you will see how many boxes are checked and an Action box next to it that will allow you to perform a batch action

Advancing a Flow in an Automation

Moving a contact from one step to the next manually Sometimes it becomes necessary to move a contact from one step in an automation to the next before Simplero would do it. You have two options to do this. First, from within the Automation: Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate the Step where the contact is in and click on the contacts You will see the list of contacts and the Flows of the automation Locate the contact and click the Continue now icon to the far right of the contact's name The contact will now be advanced to the next step in the automation. Second from within their contact screen: Select Lists & Contacts in your Simplero Dashboard Select the Contacts tab Search and select the contact In the Contact screen, scroll down to the Automations box Select the Continue now icon in the far right of that automation name Advancing a contact to a step further in the automation Sometimes you don't want them to go to the next step but maybe several steps ahead. It is still possible to move them without them having to do each step in between. Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate the Step where the contact is in and click on the contacts Add an action step at the top of the Automation that says "Go to" step, choose the step you want the contact to move to, and click the Save changes button Drag that step to immediately follow the step your contact is in (You located it in step 2). Now looking at the step your contact is in. Locate the contact and click the Continue now icon to the far right of the contact's name Your contact will now be advanced to the next step in the automation. Which will move them to the step you want them to go to Once the contact is in the correct step you will want to go back and delete the step you created in step 4 above, so that no further contacts jump steps in your automation.

Duplicate Automations in Different Languages

Many Simplero users run international or multi country-based businesses and we recognize that sometimes that means you have customers who don't speak the same language as you. This guide is going to teach you how to set up and direct your customers to email sales funnels in their preferred language. Create your automation sales funnel in each of the languages you want to offer. For example, if you want to offer one in Danish and one in English you will have two identical automations with the only difference being the language you write the emails in. Go to the List or Product that will initiate them into the automation. This might be an opt-in list or the purchase of a lesser product then what you are hoping to sell them on with this funnel. In that List or Product, you are going to create a welcome email or autoresponder or locate the one you have already created thanking them for opting in or purchasing. In that email, you are going to add a line that asks them their preferred Language. In this case, we would ask if they speak Danish or English. Here you have two options of what to link the language to: Option 1 Create an automation for each language you are offering with 1 action step. 1) Automation 1 will have 1 action step that will say to add a tag "English" and automation 2 will have 1 action step that will say to add a tag "Danish." 2) Then you will copy the autostart URL for each automation and link it to those words in the email from step 3. Add a trigger to the tag to start the automations created in step 1 above. Option 2 Use the Autostart URLs from the automations in step 1 and link them to the language options in the email from step 3. If you still want them to be tagged by their language you could add an action in the automations from step 1 that assigns the same tags.

What is the Difference Between Automations and Auto-Responses?

Although there are some similarities, there are very important distinctions between Auto-Responders and Automations and it's worth taking the time to fully understand the differences. So let's take a detailed look at the two features. Auto-Responders Auto-responders are always a series of emails. They are always sent based on the number of days since a contact has signed up to your email list or purchased your product. Your first auto-responder is often a welcome email and is sent “0” days from sign-up; meaning it goes out immediately following their sign-up. With auto-responders, you can also deliver content, either by Attaching it to the email or Using the drip feature within a membership site. This allows you to drip release a course through auto-responders. And lastly, an auto-responder allows you to add a trigger to the email. This gives you the ability to create automatic actions triggered by that email being sent. For example, if you want to increase a contact’s lead score for each email in the series they receive you could add a trigger for that. So what don’t auto-responders do? The main thing you can’t do with auto-responders is to exclude contacts from an email or the trigger associated with the email. Auto-responders are all or nothing. If the auto-responder is active on the list it is active for all subscribers. But wait, Automations to the rescue! Automations are a series of action steps. These action steps can be emails or actions that are triggered; such as increasing a lead score like we talked about earlier or adding a subscriber to a new list. These action steps can be broken up by Wait steps. Wait steps will determine when the action occurs. They can be based on the number of days since the automation began or based on the number of days since the previous action step, a specific date in time, a purchase date, a product start date, or even a custom form field value or your contact’s birthday! The action step can also be a “Go to” step which allows a contact to move from one step to another and skip the ones between. Or a Stop step, ending the automation for a contact entirely. These two steps are especially valuable when you want to exclude people from specific actions. Remember how I said you can’t exclude people from an auto-responder? Well, in an automation each step is customizable allowing you to tell the system to perform the step for each person, or only for contacts with or without a specific tag. The last big thing you need to know is that automations are not connected to a single particular list or product in your account. In order to get started into the automation, you will need to add the contact. You can do this manually, by using the auto-subscribe link or by connecting it to a list or product via a start trigger. This gives you a lot of flexibility and allows you to the series again and again across your account (unlike auto-responders which would need to be re-created in each location). Now that you understand the difference between Auto-Responders and Automations. How do you decide which one is the right fit for you and your business? It depends! (You knew I was going to say that, didn’t you?) Chances are that you will need both Auto-Responders and Automations, for different purposes. A course drip released over weeks or months is a pretty straightforward set-up that you are likely not going to use repeatedly, which makes auto-responders the ideal place to set up your emails. On the other hand, if you want to create a sales funnel that your leads can drop into from several different places - since the emails will be the same and you don’t want a contact to get the same email series twice - then an automation will be a much better fit. But we can do better than that. Here are three easy questions that will quickly help you decide the right fit for you every time… Is this the only list or product I want to receive these emails? Do I want everyone on the list to get these emails? Do I want the emails to go out based on the number of days after sign-up? If you answered yes to all three of the above questions then you are looking to set up auto-responders. If you answered no to any of the questions then an automation is going to be a better fit for your goals. Ready to set yours up? Check out these guides: Adding Auto-Responders Creating an Automation

Emails for automations

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Personalize emails with dynamic content and provide a unique experience for each recipient. Import your library of customized emails into your automations to increase efficiency, improve customer engagement, and achieve higher conversion rates. Email for automations assists in automating your email marketing and ensures your audiences receive consistent targeted content.

Emails for Automations

Adding an Email to your Emails for Automations - Previously known as Email Library Select Marketing from your Simplero Dashboard Select the Email for automations Select the Create new email button at the top right corner Complete all fields just like you do in a Broadcast or Autoresponder and click the Create library email button to save. Editing an Email in the Library Select Automation from your Simplero Dashboard Select the Click on Automation emails Button Locate and select the email you want to edit Click the Edit hyperlink in the top corner of the Basic info box or the Email box Make the changes and click the Save changes button Using the Email in your Library You have 3 options for using the emails that are in your email library. Option 1- Generate a Broadcast Select Automation from your Simplero Dashboard Select the Email library tab Locate the email you want to send and click on the Envelope icon to the far right side of the email name Option 2- Add Email to Automation Select Automation from your Simplero Dashboard In the Automations tab, locate and select the Automation name you want to add the email to or create a new automation Add a step to the automation and complete the fields as follows Step type option - select Action from the drop-down list Do this - select the Send email from the drop-down list >> then Pick from email for automations The section ‘Which email’ will appear - locate the email from the drop-down list Click the Save changes button Option 3- Send Email via trigger Add the trigger where desired and complete the fields as follows: When this happens - select from the drop-down list Do this - select the Send email from the drop-down list >> then Pick from emails for automations The section ‘Which email’ will appear - locate the email from the drop-down list Click the Save changes button Sending a unique email through an Automation You can also add an automation step where the action is to Send an email without actually having that email saved in your Library. To learn more about that specific automation step setup, check out our guide Automations: Creating and Managing.

Done For You Campaigns

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Done-for-you campaigns in Simplero are pre-built templates that can be easily installed with just a few clicks. These campaigns are available in the Marketing section under the Done-For-You Campaigns Catalog. Currently, there are five templates offered, including Freebie Giveaway, Product Launch, Course Launch Challenge, Opt-in Sale, and Product Survey. Each template comes with specific content pre-built for various marketing purposes, such as landing pages, mailing lists, sales pages, video pages, automations, and email sequences.

Additionally, Simplero allows users to create their own Done-For-You Campaigns by labeling the objects they want to include and sharing them with other Simplero members for installation.

Done-For-You Campaigns

We are so excited to have created a way to share high-performing campaign templates with you! With a few clicks, you can install the template for one of our campaigns (or on another Simplero user's campaign). You can find them on the Marketing >> Done-For-You Campaigns. As of today, there are 9 Done-For-You templates with the following content pre-built for you. Check on this section as the list keeps continuously growing. Bourbon Lead Funnel: a funnel, a list, and an automation. Course Launch Challenge: specific to the Course Launch Challenge we did at Simplero. Everest Lead funnel: funnel, list, and an automation Freebie Giveaway: a landing page and a mailing list. Opt-in Sale: Tags, and opt-in list, 2 automations, 2 emails, 2 landing pages and 11 broadcasts. Product Launch: Sales Page, video pages and 10-email automation. Product Survey: 3 broadcasts. Reviver Email Sequence: automation Soap Opera Email Sequence: automation Each campaign has its own particular settings when it comes to installing it, but the ones below are common to them all. From the Available tab, click on the campaign name to install… Fill in the installation settings: Label name Label color Prefix for created objects When you get the Campaign installed you will be able to quickly locate which objects belong to it thanks to the label and prefix automatically added to them all: When you install any of the Simplero Campaigns a checklist will show up on your dashboard to guide you through the content we’ve just created for you (so you don’t miss a single bit of it!). And if you would like to use this feature to create your own Opt-In campaign in just a few clicks, read on... You can create your own Done-For-You Campaigns too and share them with any Simplero member to get installed in their account. The first step is to label all those objects (lists, emails, automations, landing pages…etc) that you would like to be part of your new Done-For-You Campaign. You’ll notice that pretty much everything in Simplero can be labeled. That includes whole Sites as well as courses. Important note! If you are looking at installing your campaign including a course on a different Simplero account, you don’t need to label the media assets (videos, PDFs, images) for them to be installed. We do that automatically for you. Once you have labeled all your Campaign items, let’s get the Campaign ready to share! On the top right corner you’ll find the “Create new Done-For-You Campaign” button. Fill the details of your Campaign, choose the label that will the determine which objects are part of it and click on ‘Create Done-For-You template’! Now the template will be visible to all of your account administrators on any Simplero account they log in to. From the account the Campaign has been created on, you will be able to edit it and copy a shareable link: Installing a Campaign using the Share link With your Simplero account dashboard open on your browser, go ahead and paste the Campaign link on the URL and click ENTER. You will now be prompted with the screen below: If you are an admin on multiple Simplero accounts, you’ll be able to choose which account you’d like the Campaign to be installed on. Then, either Install now… or Save it for later Installed campaigns, are listed in the ‘Installed’ tab: If you click on the campaign name, you will be able to see which objects were installed through that campaign. Important notes! The installed course will be located on the Website Courses section instead of on the new site (that’s the closest to cloning a whole site we can get! 😉). Installing Scheduling Links If installing the campaign on the same account then, owner & availability & calendar are preserved. If installing it on another Simplero account, then, we assign the scheduling link to the owner of the destination account. We use the owner's default calendar for creating events (or leave as 'No calendar' if it hasn't been linked). For availability presets, we try to find one availability that's similar to the one we are cloning (and create a new one if it doesn't exist). Segments are not supported in DFY campaigns Have fun with it and let us know how it goes for you!

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How to Create Your Own Done-for-you Templates

If you're someone who teaches others how to do things or manages accounts for people, you're going to LOVE this feature. Even as someone running your own Simplero account, it's a great way to reuse your successful campaigns, and maybe even share them with your friends and the Simplero community. Here's How to Make Your Own Done-for-you Templates From your Simplero dashboard, navigate to Marketing >> Done-for-you templates. This will take you to a page that shows you the templates we've created. On this page, if you click "Create template", you can create your own. You have to first add a specific label to all the elements you want to be included in the Done-for-you template (see video above for more details). Then pick the label, add a name and some other info, and Simplero will gather all of the objects with that label and make a Done-for-you template out of it. You can now share your template with others and reuse it as many times as you want!

Funnels

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A funnel helps you map out the customer journey, optimize marketing efforts, improve conversions, and build stronger relationships with your audience, leading to long-term business growth. It visualizes the stages a customer goes through, starting with awareness of a product or service and progressing through various steps until they make a purchase decision.

It includes opt-in forms, order forms, thank you pages and upsells.

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Create a New Funnel

Navigate to Marketing >> Funnels and click on Create new funnel on the top right corner. Give it a name and start building your sequence of pages: You’ll be able to add a new Landing Page, an Order Form, a Scheduling Link, a Survey, a Split Test, or a Conditional Split: Reorder the steps using the dragging icon (the 6 grey dots). Hover on the step to access the landing page editor, its settings, or to view it on your browser: Note that any custom thank you pages will be ignored, and instead, the user will get redirected to the next step on the funnel. Other functionalities on the funnel builder… Duplicate a step to the next step or delete a step using the … menu on each step card: Duplicate/delete the funnel on the builder by selecting the three dots in the top right corner: Edit the funnel name on the page breadcrumb directly in the top left corner: Additional Notes: Landing pages used in a funnel won’t have the ‘Live’ setting in the landing page settings page. You can’t turn them Off if they are included in a funnel :)

Funnels Steps: Landing Pages, Order Forms, Scheduling Links, Surveys, Split Tests, and Conditional Steps

Funnel Step Options When you add a new step in a funnel, you’ll have six step options to choose from: Landing Page Order Form Scheduling Link Survey Split Test Conditional Split Landing Page Use a landing page to introduce leads to your funnel. These are most likely set up as opt-in forms to your list! Click on Add step >> Landing page: You’ll be redirected to the New landing page flow. Choose a template. You can choose between templates using the Builder 2.0 or the Legacy Editor via the tabs at the top of the popup window: Once you choose a template, it will take you back to the funnel place. Hover over the step with the page and click on the Edit icon: Update the opt-in list (if you chose an opt-in page template). Here's what that looks like on the Legacy builder: And here's what it looks like on the 2.0 builder: Note: If you don’t want to add them to a list, you can simply choose the action “next step in the funnel” as an action for any button Go back to the funnel overview to edit the step name and Landing Page URL: We recommend you now add another landing page to confirm their subscription, and as a transition to your product order form. Note! If you already have a landing page that you’d like to add to your funnel, follow the steps below: Navigate to the landing page via Marketing >> Landing Pages & Forms. Click on the 3 dots menu at the top right corner. Pick one of the 2 options: Turn into a funnel Add to existing funnel Order Form Let’s add a Product order form to your funnel! Click on the ‘+’ button and choose ‘Order form’: Pick the product (or press the blue button to create a new product): Done! We'll show your leads the Product order form presented as a one-step checkout! We recommend you set up a thank you landing page as the next step in the funnel to confirm their purchase. Scheduling Link Wanna add a scheduling link to your funnel? Easy! Right after someone purchases a session with you, for example, you can take them to your Scheduling link right away so they can book an appointment with you 🎉 Here's how: Click on Add step (the plus icon), then click on Scheduling Link and pick your link from the list: Survey Include a survey (as one of the last steps in the funnel, for example) to learn about their experience through the process: Split Test Are you into split testing your landing page performance? With Simplero funnels it’s really simple to set them up and see the results right away. Click on Add step >> Split test: Click on Add branch >> Landing page: You can add as many branches as you like, and adjust their ratio weight to have them displayed across the funnel traffic using the plus and minus buttons shown on hovering: Note! This feature is only available on the Scale and Skyrocket plans. Conditional Split This is a great tool to split traffic based on any condition 😃 For example, you can show Product B's order form if someone has already purchased Product A's order form. Or based on a tag. Or if they are subscribed to a list. There are multiple options for your conditions. To add a conditional step click on Add step (plus button) >> Conditional split. Now add the different branches to split it on. Lastly, click on the button ‘Set conditions’ to determine what makes a contact eligible to one branch or the other: Note that you can also reorder conditions to take preference when we check them: In this example, if you've purchased the funnel product, we'll show you the Thank You page. If you haven't purchased the funnel product (Otherwise), we'll show you the Everest Sales Page. Note! This feature is only available on the Scale and Skyrocket plans. Add Triggers to a Funnel Step: You can set up 2 types of triggers on funnels steps: Page viewed: Funnel page is visited Opt-in: Someone submits a signup form Click on the ‘Add trigger’ button located at the top right corner of the funnel step card. Configure the trigger and press Save changes: That’s it! Check the next lesson on Funnel Stats to know more about the Split test data.

Settings and Stats

Settings You can set up a custom URL for your Funnel through the Settings page: Use advanced settings at the bottom to add custom tracking code to all your funnel stages. Stats You can see stats for each funnel step by enabling the stats view on the top right corner: You’ll be able to see: Page views recorded (Unique and Total) Opt-ins: Only if you have a list sign-up page linked to your funnel Sales and Revenue: Only if there’s a product linked to the funnel Quick note! We currently don’t support tracking in order form pages. So the Page Views cells for Product steps will show empty.

Products

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Create products, manage pricing, establish special offers, and integrate your choice of several payment processors. Simplero's intuitive product interface makes it easy for users to navigate through different aspects of product management: from setting up subscription plans, free trials, or multiple payment options. Get a clear view of all products and services offered to your customers on your website.

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 Select the Sales tab from your Simplero Dashboard and choose Products. From the Products page, click the Create new product button in the upper right corner. Enter the information for your new product: Name - The name of your product (this is the only required field) Product card - Type a short summary for checkout and user accounts Price - Set a base price that you can edit again later (you'll also 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 (after you create the product, find this email in the auto-responses tab) Options - Add a start date for use in automations and require participants to sign an agreement Click the Create product button to save. If at any time you want to change the above information, you can do so in the "Configure" tab within the product. From the Products tab, locate the product name and click the Wrench icon to the far right side of that product: Or, locate and select the Product name and select the Configure tab. Make the changes you want for your product. Then scroll down and click the Save changes button. Adding a Start date Used to start triggers i automations. Adding an Agreement NOTE! The Agreement feature is available on Scale and Skyrocket plans only. 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 Options section. There you’ll find the option to toggle ON “Require participant to sign an agreement”: As soon as the payment has been processed in the order form, the participant will be prompted to sign the agreement before making the purchase Active and 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 Agreement must be signed before paying: 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 page >> Participant section by clicking the See as link under the profile picture: You can, at any time: Activate & execute agreement: Activates the participant and signs the agreement on their behalf. Activate: Activates the participant without signing the agreement NOTE! This feature is only available on Scale and Skyrocket plans. Options You can click on the toggle to show further details that you can configure about your product. Add a Prefix to the Subject line of emails to this product. Add text to the Footer in all emails to this product Override the default Email sender Limit Email invoices: Send email invoices for: All charges Anything except any subscription renewals: note that we will still send an invoice on a change of period when there's a variation on the subscription amount. Only when required by law or payment network regulations Add a message to this product invoices Skip the GDPR consent requirement: if you are handling consent separately or it has already been provided. Custom GDPR consent message Google conversion tracking: if you are using Google Analytics. Add Tracking code Require participants to sign an agreement Use a different word for participants: used when referring to participants added on the order form. Override default Currency: you can override the currency at the product level so that prices are first presented on your chosen currency. You would need to add the currency in your Account settings first. Add a Classification number for your accountant to purchase CSV/XLS downloads Sales Page Navigate to the Selling tab and scroll down to Primary Sales Page section to choose the sales page for your product. You'll be presented with 3 different options: Catalog sales page: Simplero’s default Sales Page. You can add Sales page copy to provide a longer description of the product: Stand-alone sales page: Design the product sales page using Simplero's landing page builder, and select page under Choose landing page: To create a Simplero sales page for your product, check out our guide on designing landing pages. External page: If you already built your sales page outside of Simplero, you can still link it to this product using the External page option: If you have questions or need any help, click the "Need help?" button in your account. Simplero support is here for you!

Closing a Product

Business is fluid and not all products are intended to be on sale forever. When you close a product from sales, it will disappear from your product catalog. But if you linked that product to a sales page that you forget to close, you may have potential customers ending up on the sales page for your closed product with nowhere to go. It's money left on the table and not a great business move. BUT with Simplero it doesn't have to be money left on the table. You can give your customers a place to go! 🎉 On the order form for your closed product, you can give customers the opportunity to get on the list of your choice - maybe a waitlist or your main newsletter. And then you can send them to where you want, maybe your product catalog or another connected product. Here’s an example: Ready to set it up? Select the Sales tab from your Simplero Dashboard and choose Products. On the Products Page, locate and select your product name. Click the Selling tab. In the Catalog section, select the option to Closed - not available for purchase, not listed anywhere: The Closed or sold out section will pop up Fill in the fields as you'd like them to be viewed when the product is closed. This will include selecting the list you want them to be added to, such as your newsletter or a waitlist you've set up for when the product becomes available again. You can also then set where you would like them to go when they select the continue button. This might be your product catalog to see your other products that are available or to the sales page of a related product such as a product that sells the replays for the webinar that they missed. Once everything is set, save your changes and then you can set your product back to listed or unlisted. If your product closes at a specific time make sure you have set the end time under Product >> Selling >> Options and it will automatically convert to your closed settings then, or when you are ready to come back and manually move your product to closed: If your product closes after a certain number of participants buy it, make sure to set the amount of participants under Product >> Selling >> Options and it will automatically convert to your closed settings then, or when you are ready to come back and manually move your product to closed:

Deleting a Product

How to Delete a Product? There’s a quick way to delete a product that does not have purchases. Select the Sales tab from your Simplero Dashboard and choose Products. From the Products Page, select the product you wish to delete. Click the three dots in the top right-hand corner and select Delete from the dropdown menu: Confirm your selection to delete the product NOTE! When you delete a product, the participants will lose access. Why can't I delete my product? If there's no button to delete a product, it's because there may be transactions on the product and you’ll need a way to track them. Sometimes it takes a while from the time a transaction initiates to when we’re notified the payment has gone through. If the product is gone, we won’t have anywhere to put that information, and we may have money that we don't know what to do with. We can't let that happen. So if you don't want to delete the product, you can at least close it or hide it. Here's how... To Close a product: Select Sales in your Simplero Dashboard and choose Products From the Products page, locate the product name you want to hide In the Selling tab, Select closed To hide a product: Select the Sales tab from your Simplero Dashboard and choose Products From the Products page, locate the product name you want to hide Click the Star icon on the left side of the product and that star will turn to hollow and hide the product from your Starred view: Reload the page and that product will be hidden from the list and marked unstarred which is located when you click the Filter and choose Unstarred from the dropdown: If you need it again, simply click the Star icon again and the product will be shown on your product list under the Starred filter.

Creating Multi-Level Access Products

Before you start this... check out our Membership Levels function and see if that serves you better. Creating a multi-level product Do you have a single course or membership group that has multiple levels of access such as a Premium or Basic level? Follow the steps below and we’ll help you set it up! Create a separate product for each level of access. Remember to use an internal name that lets you know which product is at which level. Put your courses and pages that each product gives access to into Dripped status to control who can see what and when: Under each Product Content, make sure you select the Membership site and Courses you want to be associated with that product. Also, ensure you give access to any dripped pages or groups as needed. This can also be done through triggers or automations. What if my customers want to upgrade or downgrade to a different Level? NOTE! This process is different depending on the type of price you’ve chosen to create: Purchase (access forever) or Subscription. See below for more details: Managing the upgrade process when your product pricing type is Purchase: Create a product with just the upgrade cost (NOT the full price of the higher product). So if you have a Basic product that is $50 and a Premium product that is $75, your upgrade cost is $25. So you would create a product called Premium Upgrade and set the simple price to be $25. Add 2 triggers to the Upgrade product you just created: Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example, if they are moving from Basic to Premium you would select the Premium product in the trigger: Add another trigger to remove them from the lower-level access they moved from. For example: Still working with Basic and Premium, this trigger would remove them from the Basic product. Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with. REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Managing the upgrade process when your product pricing type is Subscription: Duplicate your higher-level access product and internally label it "upgrade to product ABC". So if you have a basic and a premium you would duplicate the premium product and then label it "upgrade to premium access" Add 2 triggers to the Upgrade product you just created: Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example: If they’re moving from Basic to Premium, you’d select the Premium product in the trigger: Add another trigger to remove them from the lower-level access they moved from. For example, still working with Basic and Premium this trigger would remove them from the Basic product. Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with. REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Managing the downgrade process when your product pricing type is Purchase or Subscription: You can simply offer them the normal order form for the product with lower-level access. The only thing you need to do is add 1 trigger to the lower-level access product that removes their access to higher-access product. For example, if you have a Basic and a Premium level, the Basic product will have a trigger that says when the participant is activated remove access to the Premium product. REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Best Practices If you want your customers to be able to upgrade between the levels, you probably want them to be able to tell in the membership site what they can’t access at their level of access. A best practice for this is to create a menu page that says "This section is only available to customers with XYZ access" and then provide them with a link where they can upgrade their access. (See instructions above for allowing upgrades). Then set the higher-level access pages to be subpages of this menu page. The menu page setting will need to be set to Published viewable by everyone, and then you will be able to edit the subpages settings to only be viewable by the higher level access products. The reason for this is that the menu page controls the subpages. So if you were to set it to only be viewable by the lower access product, then you would not be able to give access to the subpages to the higher product.

Membership Levels

Membership levels allow your contacts to upgrade and/or downgrade their current membership subscription. This is how it looks like on your users profile end: If you're on the Scale or Skyrocket plans, you can use this feature to set up your membership level group and flexible subscription pricing 🎉 Here are some examples of how you can use Membership Levels: Offer monthly or annual payments to their subscription. Access to their membership site for a longer period of time (extend their subscription). Access to additional content (other membership sites or courses) by showing them relevant Products they can switch onto directly. Before Creating the Membership Level 1) Create your Products via Sales >> Products and give access to the content you wish to offer: 2) Add the relevant Prices, making sure the Type of Price is Subscription: Create a New Membership Level Navigate to Sales > Products > Membership levels via the top right corner 3 dots menu: Click on Create a new group on the Membership levels page: Give it an internal name and select whether you want to allow upgrades only or offer your subscribers a downgrade if they stop their current membership. You can also decide when the upgrade/downgrade should apply: Then select the Products you’d like to be available on this Membership Level (put the best level at the top) and press Create membership level group: NOTE! You can create several Membership Levels. However be aware that Products can only be added to one Membership Level. Edit a New Membership Level Your created Membership Levels are listed on the Sales > Products > Membership Levels page. Access the Membership Level settings by clicking on its name: You can edit the Membership Level's name, what's allowed and the products included: Delete a New Membership Level To delete a Membership Level, click on its name: Then, find the 3 dots on the top right corner to delete it: A confirmation popup will show up on the top of your browser to confirm this action. NOTE! It’s not possible to restore a deleted Membership Level. FAQ I’ve created the Membership Level, but the products I want to add aren’t showing on the drop-down: 1) Check other created Membership Levels! Products can only be part of ONE Membership Level. 2) Check that your products contain subscription prices. Lifetime purchases prices are not applicable on Membership Levels. If I change the Product name or the Price, will those be also reflected in the Product order form? Yes, the product is the same so its name and the price options are directly related. However, the name of the price will ONLY be displayed on the Order Form and not on the Change Plan section of the Manage Payment page: Here’s how the prices looks on the order form: Versus how they look on the Manage Payment page under Change plan: Where do members find their Membership Level options to upgrade/downgrade? Via Simplero Profile > Your Products > Manage payment: What happens when one member has the option to upgrade/downgrade while another doesn’t? Make sure the payment method allows subscription changes. For example, PayPal Subscriptions does not allow changes on your subscriptions, so these options will not show on their Manage payment page:

Combining a Tangible Product With Your Online Product

Simplero is not currently set-up for the sales of tangible products. The reason for this is, we don't have a great shopping cart feature or a way to collect shipping without including it into your price. However, there are times where you may want to include a tangible product with your virtual product. It’s possible, and here's how... Create a Product Select the Sales tab from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, click the blue Create new product button in the upper right corner: You will be directed to the product creation screen: Enter the information for your new product: Name - the name for your product (this is the only required field) Product card - describe what you are selling and add a card image Price - set a base price (you will be able to set-up payment plans and subscription pricing shortly) Tax settings - select the applicable options Write your Welcome email Configure your Options Click the Create product button to save If at any time you’d like to change any of the above information, you can do so in the Configure tab within the product. From the Products page, locate the product name and click the Gear icon in the far right side of that product: Or, locate and select the Product name and select the Configure tab Make all the changes you wish for your product Then scroll down and click the Save changes button Set your Pricing: Select Sales from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, select a Product from your list Select the Prices tab In the List Prices, a Simple price will show. This is the price you entered when creating the product. You can edit this price by selecting the Pen icon within the Simple price box. To add a new price or payment plan, select the blue Add a price button on the top right: You will be directed to the Price creations screen. Set up your prices as such: Price 1: Virtual product only Price 2: Virtual product + Tangible product. Remember to include shipping if applicable. Complete each of the following fields: Name - This will be shown next to the price on the checkout form. For example, "Early Bird" or "Payment Plan". Internal Name - This is the name of the price that you’ll see from the backend as an Admin. Type of Price - For example, "Purchase", "Subscription" or “Points”. NOTE! The type cannot be changed after you've created the price. Purchase: Gives them forever access to the product once they’ve paid the full cost of the product. (If they default on a payment plan, their access will be canceled until they pay). Amount - How much the person will pay upon purchase. Additional Instalments (This is used for payment plans on a purchase) - Type the number of payments you want them to make, in addition to the first payment. Once you have put in a number of 1 or more hit enter and 2 more boxes will pop up for you to set up your payment plan. Amount for each of the following instalments - Select the payment amount after the initial purchase. How long between each instalment? - Select the period of time between payments. Subscription: Gives them access for a limited period of time for each payment they make. Amount for each recurring period - How much the person will pay each period. How long does this give access for - How long each payment will give them access to the product for. Optional free trial - If you want them to have a trial period you will fill in this amount of time. Subscription Settings - Here you can select their renewing options and if you want them to have to commit to a specific amount of time, such as a 1-year commitment. You can learn more about subscription settings in this guide. Points: Allow purchasing this product with points they've acquired through purchases or grants. Here’s our guide on how to set up Points prices. Access - Choose whether this product will be accessed through the main order form (Published), a secret order form (Secret link) or a Coupon code. Triggers - Save first, then you can add triggers. Advanced settings - Allow for… Donations Replace another price when active Limit the date ranges this price is available Limit number of participants at this price Limit the payment processors that can be used Always retain the ability to Autocharge if the payment processor allows for it Authorize-only (for physical products) - You can do an 'authorise' when they purchase, and then you click 'Accept payment' to collect the money once you ship the product. Select the blue Create price to save. To learn more about the different price options such as limited seating, multiple seat purchases, discounts, coupons, and secret prices, please see our guide. Add a Trigger to your product price From within your Product Summary screen Select the Prices tab Locate the price you want to add a trigger to and click the Pencil icon in the far right side to edit Scroll down to the Triggers section and click the + Add trigger button: Add a trigger for a Notification email to your price that includes the tangible product. This notification email can include as much or as little as you want, but should include the Purchase link so you can quickly get to the purchase screen and get their shipping information without having to go into Simplero and search for it: Click the Save changes button Add mailing address as a required field in your Order Form From within your Product Summary screen Select the Order form tab Click the + Add participant field button: You’ll see the list of fields you can add slide in on the right side. Select Shipping Address, and you’ll see it appear under the list of Participant fields back in the middle: Make sure the Shipping Address field is marked as Required: Click the Save changes button

Tiered Pricing in a Single Product

Creating a single product with tiered pricing There are two ways to set up a single product with tiered pricing. 1) The first option would be a product that is evergreen or mostly evergreen. What does this mean? This means your product is set up to be mostly automated, you have most if not all emails are prewritten. You can do live events and drip out content to them. However, all of your interaction with them as far as giving them access will be done via an automation or through an email sent via an automation. 2) The second option is when you want to have real-time, non-automated interaction with the product. Such as being able to decide when you want to email people who purchased at price A vs the people who purchased at price B. A best practice is if your product isn't fully evergreen or you want to reserve the option to send one of the broadcasts at any time to a specific price would be to set up the product with both options in place. This will give you the most control in how you communicate with your participants. Option 1: Automated Product Create your Product Set up your prices - Go to prices and create a price for each tier (For example 1 webinar, 2 webinars, 3 webinars) Create Emails associated with each price in the Email library Create an automation for each price to send emails & give access to content as needed. Add a trigger to the price to start the automation or send the email. To learn more about the different price options such as limited seating, multiple seat purchases, discounts, coupons, and secret prices, please see our guide. Option 2: Non-Automated Create your Product Set up your prices - Go to prices and create a price for each tier (For example 1 webinar, 2 webinars, 3 webinars) Add a tag to your system for each price point Add a trigger to the price to add the tag to the purchase Now when you send your email broadcasts rather than send them to the product you will send them to the tag to ensure it goes to that price and not to everyone.

Evergreen Course

There are two options to set up an Evergreen Course. Option 1 - Set Up an Evergreen Product using Automations Create your Product In your Product, go to the Content tab and link to or create your Membership Site Add all your content to the Membership Site and Course Set any Course Modules, Lessons or Pages to Dripped (unless you want them to have immediate access to a certain piece of content - if you want to give them immediate access, set the content to Published) Repeat for each Module Load or write all necessary emails in your Email Library Create an Automation based on how you want the course delivered. Steps of the Automation will include: Giving access to the Membership Site and Course (if the Product doesn’t already give access to it via Product >> Content). Dripping Course Modules, Lessons or Pages Sending emails (using the emails in your Email Library) Go back to your Product and in the Content tab, add a Trigger to start the Automation Alternate Option: Create a Dated Evergreen Course Follow all the same steps above but instead of using general time parameters in your automation, you would use a specific time for the wait steps - such as “Wait until July 1, 2017”. NOTE! If it’s set up this way and someone joins after the first date specific wait step, they’ll go through all the action steps (the steps in blue) sent on dates in the past. To avoid this, edit the action steps and select “Skip if they weren't here at the time of the most recent wait step”: Option 2 - Set Up an Evergreen Course using Autoresponders Create your Product In your Product, go to the Content tab and link to or create your Membership Site Add all your content to the Membership Site and Course Set any Course Modules, Lessons or Pages to Dripped (unless you want them to have immediate access to a certain piece of content - if you want to give them immediate access, set the content to Published) Repeat for each Module Load or write all necessary emails as Auto-Responders in your product Set your Auto-Responder to release their corresponding Dripped Pages or Modules/Lessons Alternate Option: Create a Student-Paced Evergreen Product This is a product in which they don't get the next Module until they have finished the first. See our Guide here.

Student Paced Course

This guide will show you how to set up a course that is completely self-paced with the modules drip released as the participants move through the course. Setup of a self-paced Dripped course Create your Course Add all your content Set all Modules to Dripped, with the Lessons inside the Modules set to Published. Create a Worksheet the students will receive at the end of each module. This could be a quiz, a comprehension worksheet, questions for them to journal or meditate on, etc. Once the worksheet is created and saved, go into the settings of the worksheet and add a trigger Trigger settings will read... "When submitted" "Give access to the Course Module” Select the page for the next module. (For example, if the worksheet is for Module 1, then the trigger will give access to Module 2) Repeat for each Module Go back into your course and add the corresponding worksheet to the last Lesson of each module Repeat for each module Create a Product Connect the membership site to your product and give access to the course of the product Create a welcome email as an auto-responder and set it to Drip Module 1 Now when they complete the worksheet for Module 1, it will release Module 2 and so on. Extra Optional Steps for including emails with each module Create an email in your email library that will correspond with each module. Go back into each worksheet and add another trigger to send the corresponding email Trigger settings will read... "When Submitted" "Send Templated email" Select the email that matches the module that’s being released. Extra optional steps for deactivating previously completed modules Go back into each worksheet and add a third trigger to deactivate the previous module Trigger settings will read... "When Submitted" "Revoke access to Course Module" Select the module that was completed just prior to receiving the worksheet

Connecting Content to a Product

Linking Content to a Product in Simplero is done via the Content tab on the product itself (Sales >> Products >> Choose the product >> Content). You can link any product to downloadable content or a membership site. We’ve created two guides to help you determine which content type best fits your needs. Check them out below: Selling a downloadable product Membership Sites Also on the Content Tab In the Content tab from within a product, you’ll see a few other sections: Thank You Page - This is the page people see after they complete their purchase. You can add custom text/images our default Thank You Page, or add the link to a custom Thank You Page that you create yourself. Content settings - This section allows you to control if files such as audios, PDFs, and mp3s are downloadable, set the refund period (learn more about that here), and turn off the system-generated login email. Automations - We'll automatically start/stop the automations you select here when a Purchase or Particpiant's state changes. Triggers - Triggers are automated actions Simplero performs when someone purchases, cancels their purchase, and many other purchase scenarios.

Selling a Downloadable Product

E-books, PDFs, MP3s and MP4s all make great opt-ins to give away when people join your list. But giving away content for free isn’t a sustainable business model if you are looking to make any money. So rather than giving all your hard work away for free, why not consider giving a preview or small piece of that work away as an opt-in, and then up selling those people to an E-product? E-products like E-books, Audios, etc are a great way to earn residual income without extra work on your part. Setting up an E-product is simple... Select the Sales tab from your Simplero Dashboard and choose Products From the Product page, select an existing product from the list or create a new product by clicking the blue Create new product button in the upper right corner: Enter the information for your new product: Name - the name for your product (this is the only required field) Product card - describe what you are selling and add a card image Price - set a base price (you will be able to set-up payment plans and subscription pricing shortly) Tax settings - select the applicable options Write your Welcome email Configure your Options Click the Create product button to save From your product, select the Content tab Scroll down to the Content files section and click the + Add file button: Select the file from your Media library or Upload the file directly: Scroll down and click the Save changes button Your product is now ready to sell! Selling and Promoting an E-product within your Simplero Once you have your E-product set up and ready, Simplero offers you several opportunities within your account to get the word out to your customers. So we want to share with you those best practices... Send a Broadcast to your current newsletter list letting them know about your new product Add the product to your Sales funnel Set the product up as an Upsell or Order bump to other related products Create a smaller version of the product to use as an Opt-in for a list and then create an Autoresponder on the list that offers them the full E-product

Purchase Confirmation Thank You Page

After your customers purchase your product, they’ll be redirected to a Thank You page. When creating your Thank You page, we have three options to choose from: Default Thank You Page: Simplero generates a standard thank you page for every product you create. This confirmation page includes a link to the content and assures your buyer their purchase is complete. You can add to custom text, images and videos to this default thank you page, but you can’t customise the rest of the design, ie. change the background colours, add other sections, etc). Redirect to site: when giving access to a site you'll be able to set it to Redirect to the site right after purchase. Redirect URL: OR if you'd prefer to send people to a fully custom thank you page (where you customise the design, layout, add sections, etc), you can do that instead. You’ll need to create your own thank you page inside Simplero (as a landing page), or send customers to an external URL. To Use the Standard (default) Thank You Page Go to your product and click on Content in the menu. Scroll down to Thank You page. Select Show thank you page, and you’ll see the box where you can add the text, images and/or videos you'd like to use: You can also add your customer's personal information to the thank you page. This can become handy if you are selling tickets for a live event, where you need the customer to bring proof of the purchase. To do this in the Legacy Editor, press the Insert button in the body field to insert personal information: If you also want to include information from the purchase, you can find that under the Product >> Configure >> Advanced Settings >> Add tracking code: Click on the button Personalize next to Tracking code for order form. Choose the information you want on your thank you page Copy the code that is generated and paste it in to your Thank you page. Delete the code in the Tracking code section when you have finished your thank you page and remember to save your changes. You can use the same technique for your auto-responses in your product to add personal and purchase information. To Use a Fully Custom Landing Page Go to your product and click on Content in the menu. Scroll down to Thank You Page. Select the option that says Redirect URL and either paste the URL of your Thank You Page into the field or select a link from the options given: SUPER IMPORTANT NOTE! If you use this option, you need to make sure you add the link to the membership site or content provided with the product somewhere on the landing page. If it doesn't have this, your customers will have no way to access it - since Simplero will always direct them to this Thank You Page when they try to access their content.

How to Create Product Prices in Simplero

Now that you've got your product or course up and running in Simplero, it's time to set the price you’re customers will pay! It's easy to create both lifetime access (purchase) prices and subscription prices in Simplero. Think of purchase prices as a mortgage (the customer owns the property at the end) and subscription prices like rent (you only get to stay there as long as you're making payments). Purchase prices can be paid-in-full, or they can be a series of payments made over time. Subscription prices are typically charged at a pre-determined interval, whether it's monthly, yearly, or on some other subscription schedule. Create Prices Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Prices tab. In the List Prices, a Simple price will show. This is the price you entered when creating the product. You can edit this price by pressing the Pencil icon in the white Simple price box. To add a new price or payment plan that will appear on your order form, select the white + Add a list price button on the left-hand side, or select the blue Add a price button on the top right: You'll be directed to the price creation screen. Complete each of the following fields: Internal Name: This will only appear to Admins on the back end to help you remember what the price is for Label on order form: This will be shown next to the price on the order form. For example, "Early Bird" or "Payment Plan." Product variant: keep it in Default unless you are setting up product variants. Live - Keep this box checked to make this price available (enabled) for qualifying purchases from the get-go (right away after you create this price): Type of Price: "Purchase" or "Subscription." The type can't be changed after you've created the price. Purchase - Provides lifetime access, once paid in full. If a customer defaults on a payment plan, their access will be canceled until they pay. For purchases, include the amount (how much is paid upon purchase) and the number of instalments (the number of payments to be made). When setting up instalments, select the payment amount for each payment after the initial purchase and the time between those payments. Subscription - Provides access for a limited period for each payment made. For subscriptions, input the amount, length of access, trial period (optional), and the subscription settings (where you set renewal options or create time-specific commitments). Learn more about subscription settings in this guide. Points - this option will only show if you have enabled the use of Points in your Account test_track. Here’s our guide on how to set up Points in your account. Amounts: Enter the price value at the top. If you’d like to set up multiple instalments, enter how many on the field below How many additional instalments do you wish to charge? Once you add a number higher than 0, you’ll see further settings to configure the Amount for each of the following instalments and How long between each instalment: For more instalment options, first create the price. Then navigate to its settings to edit the instalments individually by pressing the Pencil icon next to it: Access: Determine whether the price will be visible to everyone who sees your order form (Published/List Price) or only to those who have the link to a Secret price or a Coupon code: Triggers: Save first, then you can add triggers. Advanced Settings: Allow donations - when purchasing the product using this price, we’ll show an additional field for them to add a donation amount on top of the price. Replace another price - You can set up a price to replace another price. For example, during an early bird sale or a campaign: We will show the replaced price amount strikethrough on the order form, to make it clear this is a special deal: Limit the date ranges this price is available: This feature lets you set up a limited time for how long this price is available: Limit number of participants at this price - Choose the maximum number of participants who can purchase at this price. Reserve seats for 10 minutes after they open the order form, to encourage them to buy. Show the number of seats left on the order form to create urgency: Limit the payment processors that can be used - The default Unrestricted allows all your enabled payment processors to be available to your purchaser. Learn more about payment processor options here: Always retain the ability to autocharge if the payment processor allows for it. When this toggle is on, your payment processor will attempt to save payment information (like credit card details) to enable automatic future payments or charges without needing the customer to input their payment details again manually. This is useful for one-time charges if you want to have the option to create extra charges for your customer. Immediate cancelation - Normally cancellation is to the end of the period, unless you toggle this “on” for the price. Set a minimum commitment and choose the Commitment length - The time the subscription must remain active before it can be cancelled. For example: Each period may be 1 month, but you offer a lower monthly price in return for a 12-month commitment. Authorize-only (for physical products) - The end-user won't see any difference in the order form. But after they press the Complete Purchase button, you (as the admin) will need to authorize the purchase before we charge them. Minimum Quantity - Set the minimum quantity per purchase to qualify for this price. NOTE! This option will only show up if you Allow the participant to be different from the billing contact via Product >> Order Form >> Options and you choose a maximum number of participants per purchase that’s more than 1: Now go back to the price, and you’ll see this option appear: On the order form, customers can select the number of participants they want to add to their order. We’ll show available prices based on the amount of participants selected. Minimum Quantity and Replace another price combo If you use Minimum Quantity in combination with Replace another price, we’ll automatically show a Volume discount info box to encourage adding participants to the order (so they can receive a discount for it). For the volume discount info box to show, the discount price must be available for a higher minimum of participants and at a lower amount than the price it is replacing: The Volume discount info box is located below available prices: NOTE! This feature is not available for subscription prices. Payment Options - The default "Unrestricted" allows all your enabled payment processors to be available to your purchaser. Learn more about payment processor options here. Triggers - Save first, then you can add triggers. In this location, triggers let you do things like add tags, give access to content, or add people to lists depending on which price they purchase at. Select to save. Product variants Define variants for a product, and have download content depend on the variant you choose. Add a price for that variant, and set up specific triggers per variant: In the content tab of your product you will be able to pick the price variant that gives access to the Product files content: Note that variants are not reflected in any way on the customer order form. They are only designed to simplify managing content access on the admin side. Duplicate a price You can duplicate a price by clicking on the Duplicate icon in the price summary under Product >> Prices: OR by editing the price and choosing the red "duplicate price" button in the upper right corner: This is handy if you just want to make a small change to a price: There are so many more guides about prices in Simplero! Check 'em out if you've got something more customized that you want to offer 💪

A Warning about Editing an Active Price

You can edit a price at any time. We've got a few warnings for you though, if you decide to edit a price that people have already used to purchase. On an Instalment Plan, a change to the price will not affect any customers with currently scheduled instalment invoices. You will need to manually change the upcoming instalments via their purchase page. However, if you change the price to have a different number of instalments, it will change the invoice tracking number on those scheduled instalments. For example: If the purchase is at 5 instalments of $10 and you change it to 2 of $25. They will still have 5 instalments of $10 on their purchase - but instead of saying instalment 4 of 5, for example, it would now say instalment 4 of 2. This is obviously not ideal, so use with caution. On a Subscription, anyone who has already purchased will change to the new price when their renewal comes due. One exception to both cases occurs when a purchase is in processing via an e-check from PayPal or one of the manual payment processors. In this case, the payment is not logged in Simplero until it is complete and the purchase invoice shows as pending; in which case, if you make a change to the price, this change will be reflected on the pending invoice. Don't want to affect current customers? Do you want to change the price options on your product, but want to keep subscription customers at their current rate, or don't want invoice numbers to change on an instalment plan? If so, then you will want to disable the current price and create a new one either from scratch or by duplicating it. Setting a Price Expiration If you want your price to only be available for a limited time and want Simplero to automatically disable it once the time is up, check out this guide for Campaign Prices. Special Note about PayPal If you are using Paypal as your payment processor and a customer has made a purchase via e-check, Simplero will not see the purchase until the payment clears (approx. 7 business days). If this happens and you change the price during the check processing window the customer will either end up with a balance due (if you increase the price) or a credit to their account (if you decrease the price).

Campaign and Discount Pricing

Often times in business there is a desire to reward long-time customers, early buyers, or people purchasing for themselves and friends. There are so many reasons a business owner may want to offer a discount. In this guide, we'll show you how to set up different types of discounted pricing options to help you delight your customers into purchasing from you. Campaign Pricing such as Early Bird, Fast Mover, Flash Sale Select Sales from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, select a Product from your list Select the Prices tab To add a new price or payment plan, select the blue Add a price button on the top right: OR duplicate a previous price if there are other triggers/tags/automations installed in that already existing price that you'd like to duplicate in this campaign price too. You can duplicate a price by clicking on the Duplicate icon in the price summary under Product >> Prices: OR by editing the price and choosing the red "duplicate price" button in the upper right corner: If you chose to add a new price, you’ll be directed to the price creations screen. Set up all your price settings such as Name, Type of price, Amounts, etc: Scroll down to the Advanced Settings and choose to Limit the date ranges this price is available This feature lets you set up a limited time for how long this price is available: Then scroll down to Advanced Settings and choose Replace another price: Select the normal list price for this early bird price to replace from the drop down for as long as the early bird price is set to be available. Finish filling in any other relevant fields to your list price and click the Create price button Now preview your order form. In the pricing, it will show the original price as crossed out and replacing it with your new campaign price. It will look like this until the date you choose in the availability box expire:

Multiple Seat/User Pricing

Multi-User Pricing would be used when you want to sell a product to a company and they want to purchase several "Licenses" from you. Sometimes they know who the users will be and sometimes they don't - they just know they want a certain number of people to be able to access your product. This guide will show you how to set up the pricing both ways. Before you begin! You must make sure your order form has the option to allow multiple seat purchases. Here’s how: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Order form tab. In the Options section, Toggle on the option Allow the Participant to be different from the billing contact. Complete the field Maximum number of participants per purchase that appears when the toggle is on. Make sure to choose a number larger than 1. From here you might also want to toggle on the option Allow customers to give this as a gift: Click the Save changes Setting up the Multi-User price when users' names and email addresses are known Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Prices tab. To add a new price or payment plan that will appear on your order form, select the white + Add a list price button on the left-hand side, or select the blue Add a price button on the top right: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Availability Periods, Number of subscriptions available, or restrictions such as having to be on a list or another product first. In the Minimum quantity section type in the number of seats/licenses that are allowed to be purchased at one time: Click the Create price button to save. You can now share this price with the company. On the order form, you will see a participant section, where buyers can choose from 1 to the maximum number of participants allowed: They will need to know the email address and name of each person they want to use the license for: And each participant will receive their own login information to access the content purchased. Setting up the Multi-User price when users' names and email addresses are unknown First, you will create your simple or secret price. Title it to include the number of licenses it allows, ie. "5 License price". You don't need to add any participant numbers on this one. After that, you’ll create a special price for that specific company or buyer: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Prices tab. To add a new price or payment plan that will appear on your order form, select the white + Add a list price button on the left-hand side, or select the blue Add a price button on the top right: Name your price for the company such as "ABC Company License registration": Then set the Amount to $0: Set the Access to Secret link (to make it a Secret price): Set the limit of seats within that price point to only allow it to be purchased the number of times that matches the license you are giving them. Under Advanced Settings, toggle on the option Limit number of participants at this price. In this example it was 5, so we would set it so only 5 people can use this link: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Limiting dates, Number of subscriptions available, or restrictions such as having to be on a list or another product first. Click the Create price to save. The company will purchase the actual price you created. Then you’ll give them the Secret price link for the $0 price, and they’ll give that to the people who will use the licenses. The Price will be shown as: from the back end. And the order form view from the front end will look like this: Setting up a discount for multiple seat purchases: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Prices tab. In the List Prices, a Simple price will show. This is the price you entered when creating the product. You can edit this price by pressing the Pencil icon in the white Simple price box. To add a new price or payment plan that will appear on your order form, select the white + Add a list price button on the left-hand side, or select the blue Add a price button on the top right: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Availability Periods, Number of subscriptions available, or restrictions such as having to be on a list or another product first. In the Minimum Quantity section type in the number of seats/licenses minimum to qualify for this price: Click the Create price button to save. The Price will have a note about when it applies, in the Prices tab of your product: And on the order form:

Secret Prices and Coupon Codes

Adding a Secret Price Select Sales >> Products from your Simplero Dashboard From the Products list, select the product you want to offer the secret price Select the Prices tab Add a Secret price by clicking the white + Add a secret price button on the left-hand side under the Secret Prices section or the blue Add a price button in the upper right corner: Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc: Make sure the Access is set to Secret Link: Click the Create price to save The price is now set-up. However, it is not available via your product order form. You will need to grab the link from the pricing screen. In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name: You can then paste the link wherever you want to share it. Adding Coupon Codes Select Sales >> Products from your Simplero Dashboard From the Products list, select the product you want to offer the secret price Select the Prices tab Add a Coupon code price by clicking the white + Add a coupon code price button on the left-hand side under the Coupon Code Prices section or the blue Add a price button in the upper right corner: Complete all relevant fields for the Coupon code price such as Name, Type of price, Amounts, etc: Make sure the Access is set to Coupon code. We autogenerate one for you, which you can edit! Click the Create price to save To use this coupon, your customers will paste in the coupon code you provide into the order form and the price will change from whatever list price is selected to the price you typed in on the coupon code. NOTE! The coupon code box only shows when there is an available coupon. Can I make a price/coupon that's only valid x days after someone subscribed? Of course! Here's how to do it: Follow the steps above to create the secret/coupon price you want to offer On the Prices tab, scroll down to the Secret and Coupon Code Prices sections Click on Grab the link or the clipboard icon next to the price you want to use: Go to a Broadcast, or a List and select the Auto-Responses tab (create an Auto-Response or click on the one you already have) Place the Secret/Coupon Code link somewhere in the email body and click the Save changes button Scroll down to the Link section and click the Pencil icon to edit so you can set the link to expire In the Options section, turn on Expire link after a certain period after the email is sent and enter the # of minutes/hours/days after the email is sent that you want the link to expire under After how long. That way, the link in the email will only be valid for the given time. You can also Redirect to another URL after link expires: Click the Save changes button NOTE! The underlying link will still work, so if they clicked on it, then saved the link, it'll still work for them. But then again, they could also just sign up for the list again with another email address. So there's that. The idea here is not to create a bullet-proof system but to create an incentive to buy while they're hot. Sales Page for Secret Prices Do you have a secret price you want to offer to a large group of people and therefore want a sales page linked to it? Generally, for a large group of people, best practice would be to create a coupon code and have them utilise that on your normal sales page/order form. But if you'd prefer to create it as a secret price with its own sales page, here’s how: Create a landing page. You can do this by creating a standalone landing page within Simplero Add a Button that will be the Call to Action they click on and purchase On the Link for the button, here’s how to grab the link from the Link Picker on pages in the Legacy Editor and the 2.0 Builder: For Legacy Editor Pages: Press Type or select a link on the white bar underneath the Link section and select Products >> Choose the Product >> Prices >> Select the Secret Price >> Choose Order Form: For 2.0 Builder Pages: Make sure your Button Action says “Go-to”, then press Type or select a link on the white bar to the right of the Link section: Then select Products >> Choose the Product >> Prices >> Select the Secret Price >> Choose Order Form: OR you can go grab the link manually. Here’s how to do that: Go back to Sales >> Products from your Simplero Dashboard From the Products list, select the product with your secret price Select the Prices tab, locate the Secret price you want to offer and click the Grab the link to copy the URL Go back to your Landing page and add paste the link in manually to the Link section on the button. You are all set, now you can share the URL of this stand-alone landing page and when people click on the button they will be taken to the secret price.

Subscription Prices

Subscriptions are a great idea if you're selling a product or membership that requires regular billing. We've seen Simplero users offer their customers exclusive paid email lists, courses, membership sites, monthly events… the list goes on! Truly whatever you'd like to attach to a subscription price point, Simplero can help make that happen 🎉 Adding a Subscription Price With a Subscription, they buy access for a defined period of time. This is like paying rent. You don't own the apartment, you just get to have it for a while, typically a month at a time - so long as you keep paying. Select Sales from your Simplero Dashboard and select Products from the dropdown From the Products list, select the product you want to offer the subscription price Select the Prices tab Add a subscription price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the red + Add a price button in the upper right corner Complete all relevant fields for the subscription price such as Name, Type of price, Amounts, etc: In the Type of price section, select the Subscription option: Insert the amount of time your participant will have access for after paying this amount in the field titled How long does this give access for: Complete any other relevant fields such as an optional free trial, conditions on the price, etc. Ideally, you’ll have a payment processor that can process automatic charges. PayPal can only be used on a Subscription price if you have PayPal Subscriptions enabled. You can read more about how to enable PayPal Subscriptions here. If you set up PayPal but don’t have PayPal Subscriptions enabled, then leave the price to 'unrestricted' payment processors, people will be able to pay via PayPal and they will receive invoices for future subscription payments (reminding them to pay the charge manual). If you want to require purchasers to use a processor that can process automatic charges instead (such as Stripe, etc) then set the price to Automatic charge only: Other Advanced Settings you most likely don’t need but might consider using: Allow donations: Allow people to donate an amount on top of the listed price. Replace another price: Choose this if you set a time limit on the price (as a limited-time offer, for example) and want it to replace the full price for that limited period. Limit the date ranges this price is available: Allows you to limit the period to purchase at this price. This doesn’t stop subscriptions that are already active Limit the number of participants at this price: Once the maximum number set here has been reached, we will not show this price anymore Limit the payment processors that can be used: For example, if you only want to allow payments using Stripe and not Paypal Always retain the ability to auto charge if the payment processor allows for it: This allows you to create new charges in the future if you need to Immediate cancellation: If Off, it will terminate their access at the end of the period. If On, it will terminate immediately. Minimum commitment: This is used if you want them to commit to a 1-year subscription for example. It will prevent them from being able to cancel before 1 calendar year is up. After that, it will continue to renew per your settings, but they can cancel any time. Authorize-only (for physical products): You will need to authorize the purchase before it is completed. In the meantime it will stay in pending status NOTE! Once you save the price, you’ll have more options Click the Create price button. How to Setup a Subscription with a Fixed Start-Date Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until a fixed date in the future, since all the content won’t be available until then… or just as a promo. First, create your subscription price. Then, give the price two Periods: Period 1: This has $0 as the amount, or whatever amount you want them to pay upon purchase. Press Let the period run until a fixed date: Choose 1 day under How long does this give access for, and select the date you want to charge them on under Extend to at least this date. Make sure to put a “1” under How many times to repeat this period before we move to the next period: Press save changes. Period 2: Add another Period and put the Payment Amount (the actual subscription price), How long it gives access for, and whether you want it to repeat until cancelled: To change a subscription renewal to a different price point If you would like to move an existing customer to a higher or lower level of a subscription, you can do the following: Select Sales from your Simplero Dashboard and choose Products from the dropdown From the Products list, select the product Select the Purchases tab Locate and select the customer name Scroll down to the Charges & Payment box In this box you will see a line of texts labeled "PERIOD ENDS", "AUTO-RENEW" and "PRICE" Select the Price Name hyperlink and choose the new price you want to move them to from your list of price options for that product: NOTE! If you change an existing subscription price, the new price will apply to all existing purchasers of that subscription. The new price will take effect on their next subscription renewal date. If you do not want this to happen, you can duplicate the old price and then disable it. Existing purchasers will continue to renew at the old, disabled, price. You can then create and enable a new price to sell to new purchasers. What happens when a customer cancels? And how do they do that? Depending on the settings you selected for your product, when a customer cancels a subscription they will receive an invoice for that cancellation via email. Also, whoever's listed to receive notifications on that product will receive a notification email with a subject that begins with "[Cancelled purchase]" Per the terms of your product's settings, a customer can cancel their subscription by: Clicking on "My Account" in their membership site (or visiting http://simplero.com/purchases) then selecting "My Subscriptions" and then "Manage Payment" Subscription Changes You can also allow your customers to switch between prices on their Manage Payment page themselves. This option is only available when there is more than one subscription price and each of them gives access for a different period of time (ie. Monthly, Yearly, etc): The change of subscription is executed immediately by cancelling the current purchase and generating a new purchase under the new price. Important notes to take into account: When the current purchase gets cancelled, a prorated amount for the time left on the active subscription is stored as credit and applied on the new purchase. This credit cannot be transferred to a third purchase and can only be refunded via the original purchase. To learn more about our store credit system, read our guide here. This is how it looks on the user’s end: To share instructions to upgrade/downgrade your customers' subscriptions, share the link to our End-user guide: Upgrade/Downgrade your Subscription.

Gift Pricing

What is Gift Pricing? Simplero allows a purchase to be gifted to someone else. This is an excellent way to encourage more sales, new customers, and even duplicate sales from the same customer. How to Offer a Purchase as a Gift On the order form, there’s an option to check a box saying “Allow customers to give this as a gift”. When you check this, we will ask the purchaser on the order form when it should be delivered, and optionally offer to pass along a note to the recipient. We don’t reveal the giver, so they need to put that in the note if they want the recipient to know. Just head to Sales >> Products >> Choose your product >> Order form >> Options and toggle ON Allow the participant to be different from the billing contact to find the Allow customers to give this as a gift option: A gifted purchase is not considered active until the time & date it’s delivered, which is chosen by the giver. Until then, it’s in a Pending state, waiting for the gift time/date to be released to the participant. Once the delivery time/date arrives, the participant will get a gift email, any immediate auto-responses, and possibly login information if the product gives access to a Membership Site. How to offer a subscription as a gift Subscriptions are a little more complicated. The date the recipient's access will end corresponds with the date of payment renewal (not the access date). Read on for details! Let's say you want to give your customers an opportunity to purchase your product as a gift subscription for Christmas. Here's how you would do that... Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the gifting subscription price Select the Prices tab Add a subscription price by clicking the white + Add a list price button on the left-hand side under the List Prices section, or the blue Add a price button in the upper right corner: Complete all relevant fields for the subscription price such as Name, Amounts, etc. In the Type of price section, select the Subscription option: Insert the amount of time your participant will have access for after paying this amount in the field titled "How long does this give access for": For the Christmas gift scenario: If there is less than one month to Christmas, save your price and edit it again to set your Subscription periods like this: Gift Pricing FAQ's When are the payments charged? The first subscription period is charged immediately (you can set it to 0 if you want, see example above) The participant is activated on the day that is set in the Gifting options The purchase subscription period follows the day of purchase, not the day of gifting. If the subscription is not renewed, the access will end on the day the purchase period ends. Can the buyer send a personalised gift message to the recipient? Yes, they will make this choice during the checkout process. All they need to do is type out the message to the recipient and Simplero will take care of sending the message to them. Can I turn the gift option off? Yes. Go back to Product >> Order Form >> Options, toggle OFF the section that says “Allow customers to give this as a gift” Will the auto-responders/automation send to the recipient even if they have a later activation date? Yes, but since the purchase is in a 'Pending' state until the activation date, the auto-responses will go out based on the date of activation. The same is true for the automation (if any) assuming it is triggered by the activation of the purchase and not in some other way.

Pay-What-You-Can

Pay-What-You-Can allows your customer to determine the amount they pay for one of your products. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the subscription price Select the Prices tab Add a secret price by clicking the white Add a list price button on the left-hand side under the List Prices or the blue Add a price button in the upper right corner: Complete all relevant fields for your price such as Name, Type of price, Amounts, etc: Set the price to whatever your minimum price is (can be 0, or any other amount). In the Advanced Settings section, toggle ON the Allow donations option: Finish creating the price as normal and click the Save changes button. Enable the price by clicking the Enable hyperlink at the far right corner of that price box: Now when someone selects that price option for the order form, they can determine how much they’ll pay.

Prices

You can now create special prices for people who already own another product of yours, or people who are currently subscribed to one or more of your lists. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the subscription price Select the Prices tab Add a secret price by clicking the white + Add a secret price button: Complete all relevant fields for the subscription price such as Name, Type of price, Amounts, etc: Click the Create price button You’ll now see the secret price you created show up under the Secret Price section on the Prices page:

Quoting Prices in Multiple Currencies

One of the great perks of running on an online business is that you can sell your product in countries all over the world. Simplero simplifies the process of offering a product to international audiences by offering a product's prices in multiple currencies. In this guide, we’ll show you how to set the default currency for a specific product and quote the price in multiple currencies. Prices in Multiple Currencies Select the Settings from your Simplero Dashboard Choose the Account settings tab Scroll down to the Currencies section Click the + Add currency button and select the currency you want to add (in addition to your Primary Currency) Continue to add until all currencies you accept are listed Now, select Sales from your Simplero Dashboard Choose Products from the dropdown, and locate and select the product you want to offer in a different currency Go to the Prices tab Add a price (Purchase or Subscription) and add an instalment amount From the List Prices, select the price you've just created Scroll down to the Instalments section and click the Add currency button. Then select the currency from the drop-down list (these are the additional currencies you've added to your Account Settings). In the pop-up screen for Add alternative price, enter in the amount according to the listed conversion rate and click the Add price button: Click the Save changes button Default Currency of Product Alternatively, if you want to set all the prices on a specific product to show as a different default currency than your Account Settings default currency, follow these steps: Select Sales from you Simplero Dashboard Choose Products from the dropdown, and locate and select the product you want to offer in a different currency Go to the Configure tab and scroll down to Options > Advanced: Click the Save changes button Now all your prices for that product will show in that currency when customers go to the order form. However your main account currency will also still show. If you are running on international business check out this guide for more support

Date Specific Instalments

You can set up a date specific instalment, such as payments to be made on the first of the month or on the date that a course or product starts. Add your Price as normal and give it an initial Amount Go back to your List Prices and select the Price you've just added In the Instalments section, click the + Add an instalment button: In the Instalment pop-up screen, select the A date tab under the Wait for option and then put in the Due Date and Instalment amount: Click the Save changes button NOTE! If someone purchases after the instalment date, they’ll be charged for the instalment upon purchase - so this would be the purchase amount plus any instalments that have passed.

Milestone Instalments

You can now setup a future instalment without specifying a date to this charge - the charge will be based on a Milestone instead. For example: You could accept an amount upfront, and then charge the rest of the payment upon acceptance into a program. Add your Price as normal Go back to your List Prices and select the Price you've just added In the Instalments section, click the + Add an instalment button In the Instalment pop-up screen, select the Milestone tab under the Wait for option - then enter the Milestone and Instalment amount: Click the Save changes button. A FEW THINGS TO NOTE! You will need to MANUALLY collect the instalment on the purchase when the customer reaches the Milestone you set. The system will not be able to do this automatically. A Milestone instalment can only be followed by another Milestone instalment!

Trial Period (Free or Discounted)

Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until some fixed date in the future, because all the content isn't going to be available until then. Or just as a promo. The trial period option allows you to accomplish this, by telling this system how many days after you purchase before you want to begin charging the customer. What Happens When a Trial Period Ends? When the trial period ends, your customer will be charged for the continued subscription if they haven't already canceled. If you have a minimum commitment period that period will begin now preventing them from canceling on their own. You may also want to set up a notification email letting them know their subscription is going to end. Here’s how to do that: Free Trial on a Subscription Price Select Sales from your Simplero Dashboard and choose Products from the dropdown In the Products list, locate and select the product you want to offer the price on Select the Prices tab Add a new list price by clicking the white + Add a list price button on the left-hand side under the List Prices or the blue Add a price button in the upper right corner: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as number of subscriptions available, etc: In the Type of price section, select the Subscription option In the Amounts section, input the number of days/weeks/months/years you want them to have free access under the Optional free trial before the recurring payments begin. At the end of those days, their payments will begin based on what you put in the "Amount for each recurring period" field: Complete any other relevant fields like Access and Advanced Settings Click the Create price button Discounted Trial on a Subscription Follow steps 1-6 above Under Amounts, add the amount for the discounted rate under the Amount for each recurring period section Go back to the List Prices screen, select and edit the price you've just added Scroll down to the Subscription periods section and click the Pencil icon to edit the price: In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes Click the Save changes button If you want to charge another instalment within this period, go back to the Prices tab and click the + Add an instalment for this period button just below that price: Complete the fields in the Instalment pop-up screen and click the Save changes button: Head back to the Prices tab and edit the price. Under Subscription periods, press + Add another period: Now add the amount you want to continue to charge if they move to this period (the non-discounted rate, for example). Scroll down to the bottom and click the Save changes button Free Trial on a Purchase Follow steps 1-5 under the Free Trial on a Subscription Price section above In the Type of price section, choose the Purchase: In the Amounts section, enter the amount $0, the number of instalment (min. 1), the amount for each of the following instalments, and enter in How long between each instalment. This time amount should be the time you want to offer a free trial for. NOTE! If your free trial is less time than the time between instalment payments, then only put in 1 and continue to follow the steps: Finish filling in any other relevant fields to your list price and click the Create price button If they get a free trial and have 1 instalment to purchase or if the free trial period matches their instalment periods then you are done and can activate your price. If the instalment period is more time than you are giving in the free trial then continue on… Go back to the List Prices screen, select and edit the price you've just added Scroll down to the Instalments section and click + Add an instalment: Complete the fields in the Instalment pop-up screen and click the Save changes button: Scroll down to the bottom and click the Save changes button Discounted trial on a purchase Follow the steps above, but choose the discounted rate for the Amount on the price (instead of $0). NOTE! Your payment processor may have a minimum charge. For example, Stripe requires a minimum $0.50 payment. Cancelations NOTE! If your customer chooses to Cancel after experiencing their trial, they will only be able to cancel themselves if you’ve set it up as a Subscription price type. If you choose the Purchase price type then they’ll need to contact you so you can go in and manually cancel them. To cancel the customer: Press Contacts from your Simplero Dashboard Select Contacts from the dropdown Locate and select the customer name Go to the Purchases section, find the product purchase in their customer screen and then click on it to open up the details screen In the Purchase summary screen, select the Cancel button and confirm your selection to cancel: Notification of Free Trial Ending Create the notification email in your Email Library that lets them know their Trial ends in X # of Days and they will begin to be charged. Create an Automation with 2 steps: Step 1 - Wait X number of days (the number of days will be how long to wait from purchase before sending the free trial ending email. For example, the free trial is 30 days, you want to send the notification email 5 days before they are charged then this step would be to wait 25 days) Step 2 - Add an email that lets them know their Trial ends in X # of Days and they’ll begin to be charged. Go to your free trial price and add a trigger to the price The trigger should read: When Purchase (Activated) >> Do This: Start Automation. Choose the automation, and you’re good to go! Make sure to click the Save changes button when done. Give Them the Option to Cancel If you want to give them the option to cancel their purchase right in the notification email you will need to follow these additional steps... Create an automation with a single action step to "Cancel a Purchase" Copy the URL for the one-click start automation Create the notification email in your Email Library and paste in the URL wherein the copy you mention Canceling the purchase. Make sure to click the Save changes button when done.

Giving a Paid Customer a Free Month

Gifting a Free Month or Extending a Subscription Period Have you ever wanted to give a current customer a free month on the product they are part of? Or extend their subscription period? Well, there’s an easy way to do just that! 🎉 Locate their Purchase. (You can do this by either searching their Name and selecting the purchase, going to the Product and finding them under the Purchases tab, or going to Sales >> Purchases and finding them there). Select Sales from your Simplero Dashboard Choose Products from the dropdown and select the product from your list Go to the Purchases tab Locate and select the Customer Name In the Charges & Payments section, find their Period ends date and click on it to change the date: In the calendar pop-up screen, change it to be one month out or however long you want to extend it for. This will push out the next charge but will not affect future renewals:

Free Products

There are times you may want to offer a product free of charge, such as gifting it to someone or offering it as a promotional purchase. To do this, you have two options: Create a secret price point of $0 Use the Freebie Link See below how to set up both of them: Creating a price point of $0 Go to Prices within the product Create a new secret price or Coupon code and set it at $0 You may want to consider setting up as a campaign price so your purchaser sees how much they’re saving. NOTE! The price doesn't have to be set-up as a secret price or coupon code, but if you choose to add it as a list price it will be view-able on the normal order form for anyone to purchase free of charge. Using the Freebie Link You can also share the Freebie link with your customers to purchase the product free of charge. This will show your order form with no payment options. Just head to Sales >> Products, choose the product, click the link icon in the top right-hand corner and select the Freebie link from the dropdown: In the event that someone shares the link, you can also reset the Freebie link so the link you gave them stops working: Notes about Freebie Link After pasting it into your browser, the freebie link automatically becomes the normal order form URL. This means that copying the link from your browser will direct your customers to the normal order form. To make sure that you share the right link, make sure you press the clipboard icon next to the order Form and share it from there. The correct link will contain the word "freebie" in the copied URL. You can reset a freebie link, making the old link invalid for anyone who has it. To reset it, simply click on the Reset freebie link underneath the Freebie link button: Never plan to charge? If you have no intention of ever charging for the product we highly recommend you set up a list and create an opt-in form where people only give you their name and email address instead of purchasing through a zero price order form. Click here to learn more about creating lists.

Participant Limit

Do you have a product with a limited number of seats? Don't turn those customers away with a sold out page. Let Simplero help you track them so you can recapture the sale when it becomes available again. How "Participant Limit" for a Product Works This feature is useful if you have a limited number of seats available for a workshop or program. Set-up your waitlist or create the URL you want the potential clients to go to Select Sales >> Products from your Simplero Dashboard On the Products list, select the Product from your list Select the Selling tab Scroll down to the Options section and enter the number of participants you can have: Once the participant limit is reached, the product will closed and we’ll show a Closed or sold out message to show to your leads when the product is sold out. You can offer them to subscribe to a waitlist or redirect them to another URL. To edit this message, mark the product Closed at the top of the page: You’ll see the Closed or sold out section appear at the bottom of the page: Once you save your changes, make sure to switch the product back to Listed or Unlisted at the top of the page. Click the Save changes button at the bottom of the page. NOTE! Participant limit is only available on the product type = Normal (which you create by heading to Sales >> Products and pressing the blue Create new product button): It does NOT apply when the product type = Credit, meaning they purchase a certain amount of credits when they buy (which you create by heading to Sales >> Products, pressing the three grey dots in the top right-hand corner and choosing a Credit Type from the dropdown to create a Credit Product with): If you want to have a participant limit on a product that they purchase Credits from: Create a Normal Product. Set up a trigger to issue the credits when the product is purchased. WARNING! There's a risk that you can go over the limit. Yeah, we know. But here's why: If there’s still at least one seat left and you get to the order form, you'll be able to get in. Say for example you've set the number of participants to 10 and so far you've sold 9. When theres’s only one left, and you have more than 1 participant buying the product at the same time, the system will allow all of those participants to purchase the product. As a result, you may end up overselling the product. Sorry about that! The alternative would be is to implement a full-fledged "Ticketmaster". A system with timers and all, and for our purposes, it just doesn't warrant the cost and the added complexity of implementing that, so we opted for the simple solution. What to Do If You Oversell Find out which were the most recent orders and refund those that got over the limit. Reach out to them and explain the situation. Feel free to blame it on us. We've got broad shoulders. Our feelings won't be hurt. Freebie Links Will Override the Limit Freebie links ignore the participant limit by design. Even if you are sold out, you can get someone access with the freebie link. A freebie link is designed for situations like an assistant that needs access to this course. Even if you are sold out and you need your assistant to get on the product, they can with the freebie link.

Upsells

Note! If you want to use funnels for your upsells, head to this guide instead Did you know it's easier to sell something to someone who has already said ‘Yes’? Upsells are a fantastic way to get more products in front of your customers, and Simplero's Upsell feature makes adding Upsells to your products easy! If you’ve ever purchased something, and then been offered something like a limited time offer to purchase a second item right away - then you’ve experienced an Upsell :) To get started with Upsells, you’ll first need to set up at least two products. Then follow these steps: Part 1: Set up a Product to offer as an Upsell: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you will be offering as an Upsell and select the Upselling tab: In This Product as Upsell section, click the + Add offer button. What we’re doing here is configuring this product to offer as an Upsell after someone has already purchased another product. PRO TIP: You can use a secret price if you want to offer this product for less than the list price when it’s used as an Upsell. Complete your New Upsell Offer information and Click the blue Create upsell offer button: Part 2: Connect the Upsell to the Product they’ll purchase first: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you want to add an Upsell to. This is the Product they’ll purchase first before seeing the Upsell. Then, select the Upselling tab: In the Upsells section, click the + Add your first Upsell button: Choose the upsell product you want to offer and click the Add Upsell button. NOTE! See the end of this Guide if you want to use the optional ‘External sales page URL’ You have the option to continue to add Upsell/Downsell offers if you want, depending on whether the customer says Yes or No to the offer. To add these additional offers select the hyperlink to Add another upsell or Add another downsell button next to the ‘Thumbs up’ or ‘Thumbs down’ - as seen below: Here’s our guide on Downsells if you’re unsure what these are. 7. Once your customers have seen the Upsell offers they will be directed to the Thank You page for the original product. NOTE! In order to use Upsells you will need to have a payment processor that allows for automatic payments such as Stripe. The price of an Upsell also needs to be greater than $0. It can be free upon purchase, but start charging at a later time. Part 3: Use an External or Custom Sales Page for Your Upsell (Optional): NOTE! If your custom upsell sales page uses the 2.0 builder, you can follow these steps to add Upsell buttons to the page. Do you want to customise your own sales page and use that for your Upsell? It’s simple - just follow these steps: Make sure your Upsell offer is created. Ensure your Sales page is created with Yes or No options (either text or button) which they’ll click to take advantage of the offer or refuse it. Here’s an example of buttons you could create: NOTE! No need to add the links to the buttons just yet (you’ll get those later). You just need to create the page with the buttons first. Copy the URL to the landing page under by clicking the URL icon in the top right-hand corner: Follow steps 1-4 under Part 2 to connect the Upsell. Choose the Upsell product you want to offer and paste the URL for the sales page you created in step 2 Click the Add Upsell button: Now you’ll see the new offer you just created. Below the title, you’ll see two lines: "Yes” button URL and "No” button URL: Copy the URLs mentioned above by pressing the clipboard icon next to each one, and link the Yes and No text or buttons on your Sales page to the corresponding URLs. NOTE! If your customer accepts to purchase an Upsell, we will show a default thank you page with a link to the main product purchase/custom thank you page, as well as a link to any signed agreements required for the upsell. IMPORTANT! When Testing an Upsell: Upsell links (the ‘yes I want to buy’, ‘no I don’t want it’) buttons will only work if the person has already completed a purchase of the original product. The Upsell works by using the saved payment information from the original purchase. No saved info, no upsell. The test will show a ‘page not found’ error. To test, you need to make an actual purchase of the original product.

Upsells (Using Funnels and 2.0 Builder)

Important - If you are looking to create upsells outside a funnel, head to this guide instead Did you know it's easier to sell something to someone who’s already said ‘Yes’? Upsells are a fantastic way to get more products in front of your customers, and Simplero's Upsell feature makes adding Upsells to your products easy! If you’ve ever purchased something, and then been offered something like a limited time offer to purchase a second item right away - then you’ve experienced an Upsell :) NOTE! In order to use Upsells, you need to have a payment processor that allows for automatic payments such as Stripe. The price of an Upsell also needs to be greater than $0. It can be free upon purchase, but start charging at a later time. Step 1 - Set up two products To get started with Upsells, you’ll first need to set up at least two products: Product A - the one they’ll purchase first, and Product B - the one that’ll function as the Upsell. PRO TIP: You can create a secret price for the upsell product if you want to offer this product for less than the list price when it’s used as an Upsell. Step 2 - Create the Funnel: Inside your funnel, you’ll need to add: The product form for product A The upsell landing page (see step 3) A thank you page - This can be a landing page, a scheduling link, another upsell… whatever you want your customers to see after the upsell Here’s our guide on how to set up a funnel. Step 3 - Create the Upsell Landing page Create a landing page where your customers will choose if they want the upsell. Add two options on the page (buttons or text) for “Yes” or “No” options: Here’s an example of what that could look like: Click on the Yes button you created. Set the Action on the right side to Go to… Then use the Link Picker to search for the upsell product. Once the product is selected, choose prices: This will prompt you to select the price of your upsell. Select the price and then choose 1-click purchase. Using that option, the purchase will be processed right away, without showing a new order form. Click on the No option you created. If it’s a button, follow the steps above but choose This Funnel > Next Step from the Link Picker instead to Go to the next step in the funnel: If it’s text, highlight the text and select the Link icon. Then choose This Funnel > Next Step from the Link Picker NOTE! This option will only appear if you’ve added the next step in the funnel after the Upsell Sales Page step. Aaand you’re all set! Happy Selling! 🎉 Showing a different page depending on the option chosen If you want to show a different page depending on the option that your customers choose: After the upsell page, add a conditional split step to the funnel: This will create two branches - one for each option. Click on “Add branch”: Choose what you want to add after the customer says “Yes” - typically a page: Now click on “set conditions”: And choose the condition “Did purchase funnel product”: On the “Otherwise” branch, add what you want your customers to see after they say “No” to the upsell. Done!

Downsells

Before we get into Downsells, it’s important to know what Upsells are - here’s our guide on Upsells. Using an Upsell is a great way to increase sales for your online business. You get to offer a second product directly after someone purchases something from you - before arriving at the ‘Thank You Page’. The thing is, what if someone says ‘no’? When using the Upsell feature in Simplero, if the customer takes advantage of the Upsell by clicking ‘yes’, they’re directed through the process of purchasing that product. But if they hit ‘no’, we take them to the ‘Thank You Page’ for the original product they purchased. Unless you add a Downsell! That’s right - With Simplero, you have one more feature you can add to your sales funnel… and it’s called a Downsell. Let’s say someone says ‘no’ to the Upsell offer, and instead of sending them to the ‘Thank You Page’, you want to offer them a coupon code for the Upsell product in case they change their mind later, or want to show them a custom page that contains another offer that has a lower price point instead. These are both examples of Downsells. NOTE! To get started with using Downsells, you’ll first need at least two products set up, and one of those products already set up as an Upsell. Here’s our guide on how to set up an Upsell. Once you’re ready to setup your Downsell, simply follow these steps: Create your Landing page to display when someone says ‘No’ to your Upsell. Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you’ve already set up with an Upsell. After you’ve clicked on your product, select the Upselling tab: NOTE! If you’ve arrived at this step and haven’t created an Upsell yet, you need to do so now. Here’s our guide on how to setup an Upsell. In the Upsells section, click on the link to Add a downsell: Select the product offer for the Downsell, and this time paste the URL for the landing page you just created for the Downsell into the External Sales page URL field. Your Product Upsell with the newly added Downsell will look like this: As you can see, you can add as many Upsells or Downsells as you want, per your business needs. We recommend you use no more than two Upsells and two Downsells per product so you don’t negatively impact your customers’ user experience. Happy Selling!

Order Bumps

“Do you want fries with that?” If you’ve ever been asked something like ‘would you like fries with that’, or ‘have you considered adding an extended warranty’ - you’ve experienced being offered an Order Bump. Adding Order Bumps to your products are a great way to increase your average order value. Instead of selling one thing, you can sell two or more at the same time! Order Bump offers are visible directly on the order form prior to checkout. In order for your customers to add an Order Bump to their order, all they need to do is click the checkbox to add the additional item to their purchase. It’s that easy! Here’s an Example of an Order Bump: You might use this feature if you want to sell exclusive content along with your course - or maybe a digital workbook that complements the original product offering. In our experience, adding items that complement the primary product (and are slightly cheaper than the primary product) tend to perform the best. NOTE! To get started with using Order Bumps, you’ll first need at least two products set up. Then follow these steps: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you want to add an Order bump to. Then, select the Upselling tab: Click + Add order bump under the Order bumps section: In the Add order bump pop-up screen, you can add a Label, include a Description, choose a Colour, and select the Product and Price you’d like to set for the Order Bump: You can also choose some of the following options: Hide price until the order bump is selected - Make the order bump price only visible when they select order bump. Pre-select this order bump when order form is opened - Make the order bump show pre-selected when loading the order form. Follow selected price conditions (if applicable) - If the order bump price has any special conditions, they’ll now apply on the order form if you select this option. After you finish adding your Order Bump details, make sure to click the blue Add order bump button to save it. The order bump item will now appear at the bottom of your order form after your Prices and before the Payment information: NOTE! In order to use order bumps, the price needs to be collecting payment information (This would be a price greater then $0 or one with a free upon purchase but charging $x some days later).

Order Forms

The Order Form Settings are located under Sales >> Products >> Choose your Product > Order Form tab: Here you’ll be able to customise each of the following Order Form settings: Purchase fields Participant fields Other options Purchase fields: If you need to ask for Billing Address or Company Name & EU VAT no, you can do that here. NOTE! The less you ask for, the better chance for conversions. Participant fields: In addition to asking for their name and email, you can add other Custom fields for each participant to fill out, like their phone number, etc. (This is optional, of course). See the Form Fields guides to make sure all field options are available to you. In the Order form tab, click on + Add participant field: Click on the field you want from the right side to be added to the list: Other options: Add custom copy to order form - If you’d like to add info about the product on the order form directly, you can using the Options Before, After and on the side-bar custom copy: To add images to the product order forms check out this guide. Allow the participant to be different from the billing contact - Choose the Maximum number of participants per purchase and Allow customers to give this as a gift Only allow sales to customers who have a valid EU VAT no - This will automatically add an EU VAT no field on the order form, and make it required. Use a custom link for the terms to accept - This will override the Terms you’ve added to your Account Settings. Limit to specific payment processors - You can enable payment processors even if they're disabled under Settings > Payment processors. Show sold out prices in the prices selector. Email opt-in checkbox - Choose whether you want the "yes to news and marketing emails" checkbox to appear. And if it does, choose what list the purchaser should be signed up to. Default: This adds them to the newsletter list. Custom: This gives you the ability to edit the marketing checkbox labels and choose a different list to connect it to. None: This will hide the marketing checkbox altogether. NOTE! The option to accept marketing emails will not show up if they’re already subscribed to your house list/the list you’ve specified. Once you've finished configuring the order form, you can see how it looks like using the Order form link on the top right menu of your product: Embedding the Order Form on a Site/Landing Page (Using the Legacy Editor) You can easily embed an order form in a modal anywhere on your site or landing page by using the Simplero link dialog. When inserting a link, click on Type or select a link, choose Products, select your product, then click on Popup order form: This is how it looks like on the page after they click the button: NOTE! Popup order forms do not support coupon codes as of yet, however, this is planned to be added. 1-click purchase on a Site/Landing Page or Funnel You can set up a 1-click purchase by navigating to the Product >> Price >> 1-click purchase option in the Page builder Link picker: If the link is set up in a page inside a funnel AND we know the payment method of the user clicking it, we will process the purchase right away. AND we don't know the payment method, we will show the embedded form to collect the payment info. If the link is set outside of a funnel AND they've purchased any product within the last 12 hours AND we know the payment method, we will process the payment right away. AND we don't know the payment method, we will show the embedded form to collect the payment info. If the link is set outside of a funnel AND they haven't purchased any product within the last 12 hours, we will show the embedded form to confirm the purchase. Order Form Style guides Customise the colour and font of your order forms using the Product style guides 🎨 From the order form page, click on the top left admin dropdown Edit style guide: Make sure you are logged in as an admin to be able to access the style guide. Primary colour for Light mode controls most of the order form coloured elements like the pay button, payment method selector, and order bumps: NOTE! There’s one style guide to control all of your order forms! If you want to customiSe a particular order form, you can do so by creating a stand-alone landing page on Builder 2.0, and adding an Embedded order form element: Then make sure the toggle Use style guide styles is On to use the landing page style guide:

Sharing Your Order Form

Every product contains a default Order form which shows the prices you create, and a Freebie link which allows someone to purchase the product free of charge without putting in payment information. Using the freebie link you can share your product with friends or test the purchase process! To learn more about freebie links, check out our guide on Free Products here. Share the Link to Your Order Form The links for these forms can be found in the Products from your Simplero Dashboard. You can find them by clicking on the link icon in the top right-hand corner and choosing each one from the dropdown: You can press the clipboard icon next to Order Form or Freebie Link to copy the link to your clipboard and paste it wherever you want to share it. To Edit Your Order Form Settings Select the Product from your Simplero Dashboard. In the Products tab, select the product from your list. Select the Order form tab. Then the Order form screen will open and show your form settings. Embed Your Order Form on a Page NOTE! Follow these instructions to embed an order form on a page using the Legacy Editor. If your page uses the 2.0 Builder, you can add the order form as an element to your page and personalise the page around it. Read our guide on how to use the 2.0 builder for your pages. Follow These Steps: Go to Marketing >> Landing Pages & Forms Choose your existing 2.0 Page from the list, or press the blue Create new landing page button in the top right-hand corner to create a new page (be sure to select Builder 2.0 when choosing a template or starting a blank page from scratch). Choose the Width of your section: Choose the Number of columns: Hover over the plus button and click + Add new Element: Select Order Form under Choose element on the right side of the page: Pick a product on the right side of the page, and customise the following options: Lock price - Enable this to select an available price for this order form under the selected product. Decline offer button - Use this option if the page includes an upsell. This would be the “No” option. Disable coupon removal - Hides the option to remove an applied coupon. Limit to 1 applied coupon - Once there's a coupon applied, customers won’t have the option to replace it with another coupon. Use style guide styles - Follow the styles of the style guide for the landing page. See this guide on how to customise the landing page style guide. Custom size - Customise the Width and Height of the order form. Button style - Choose which button style to use that you customised in your style guide. Styling - Customise the Margin. Background - Give the order form element a background image or video. Et voilà! See below for an example:

Authorize-Only Pricing

Sometimes people sell products or services through Simplero that require approval. Maybe you require an application before they’re approved to enter your high-end coaching package, or maybe you need to make sure you can ship to their country before you process their payment for your artwork. Either way, you can use the 'Authorize-Only - Don't Charge Until I Say So' feature in Simplero. This allows the customer to enter their payment information and make a purchase, but does not actually process their card until you give the ok. NOTE! Please check how long authorized funds will be kept, based on your Payment Processor. Funds are not authorized for payment indefinitely. Here's how to set it up: 1) Click on Sales >> Products in your Simplero Dashboard ---> Choose a product 2) Click on the Prices tab ---> Choose a price 3) Scroll down to the Advanced Settings section 4) Toggle the Authorize-only (for physical products) option on: When a customer makes a purchase you will be notified through email. The email that you receive will look something like this (based on the Payment Processor they chose to pay with): 1) Bank Transfer: 2) Credit Card: The customer will be told that their purchase is successful, but it has not actually charged their card until you authorize the purchase. To authorize the purchase: Click View new purchase in the email notification, and it will take you to the Purchases page. 1) Credit Card: In the Purchase summary box select Accept payment... 2) Bank Transfer: In the Purchase summary box select Register Payment... Once the payment/s are processed, the words Paid In Full will appear in the Purchase summary box in green.

Understanding Your Change in Monthly Recurring Revenue Graph

*This guide only applies if you have a product with subscription purchases. Measuring and tracking MRR or Monthly Recurring Revenue and how it changes is essential for any subscription-based business. In Simplero, it’s easy to measure and track your MRR from your Product Overview page. To get there, from your Simplero dashboard: Select Sales, then click Product from the drop-down menu. You’ll be directed to your products page. Once you select a product, you’ll be directed to your Product Overview page. On this page, the fourth graph you’ll see is the “Change in monthly recurring revenue” graph. Remember, this will only be the case if you have a product with subscription purchases! When you hover over the bars, you’ll see a breakdown of your new, expansion, reactivation, churn, contraction, danger, net new revenue and MRR: So what does that all mean? Expansion Expansion MRR is additional revenue from customers that buy the same product more than once. This can happen when an existing customer buys a product again or switches to a purchase price or plan that leads to more revenue. For example, if your customer buys the same $100 product three times, the first $100 will show up as new revenue, and the remaining $200 will show up as expansion revenue. Or if you have a product that costs $100/month for the first two months, and then $200 for the third month, that third month would be considered $100 in expansion revenue. Contraction As you can probably guess, contraction is the opposite of expansion. It’s when a customer makes a move that leads to less revenue for your business. For example, if your customer made three purchases of the same product, each at $100/month, but discontinued two of them, that would be a $200 contraction. This doesn’t happen very often, but here's another example that might: If you had a product that was priced at $100 for the first month but then dropped to $75 the second month, that would count as a $25 contraction for the second month. Churn Churn is essentially the loss of MRR, and it happens when a customer’s last purchase for a particular product expires or is canceled. For example, if your customer has only purchased one product, and they cancel it and have no other product purchases, that’s churn. If your customer has three purchases of the same product, and they cancel two of them, those two will count as a contraction. But if your customer cancels the third purchase, then it’s considered churn. Reactivation Reactivation is when a customer who had previously churned buys your product again. If a customer only has one product purchase and they cancel it (or it expires), but then buy it again (because your product is awesome), that repurchase counts toward your reactivation revenue. Danger Danger lets you know when your product has an unpaid charge for a period of fewer than 15 days. If a customer in this category pays their fee before the 15-day mark, they'll be removed from the danger bar. If they don’t pay before the 15-day mark, then their purchase will be considered canceled and will contribute to your churn. Net New Net New is the difference between the current month's MRR and the previous month's MRR. Right now, it's December - so if your MRR for December is $200 and your MRR for November was $300, net new for December would be $100. That's a lot of information, but don't worry - if you get stuck or have any questions at all, contact Simplero Support. We'd love to help you!

Troubleshoot Price Issues

Why when I go to my order form, I don’t see a price? If you’re having price issues on your order form, here are a few places to check to troubleshoot the problem: The product has no price: Be sure to check that you’ve set up a price on your product and enabled it. The product is not for sale: Be sure to check the product availability and make sure you’re still within the start and end date. Select Sales >> Products from your Simplero Dashboard On the Products list, select the product you wish to check the availability for Select the Selling tab and check the Limit sales to a specific time period toggle under the Options section to make sure it is set up accordingly (if you’ve chosen to limit the time period. If not, turn the toggle off): Now select the Prices tab Select the Price to check the availability settings Scroll down to the Advanced settings and make sure either there’s no Limit date ranges set or that you’re within the parameters of the campaign period: Product has prices that require certain conditions: To check if you set this up... Select the Prices tab Select the Price Scroll down the Access section and check if the “conditions” toggle is turned on: Be sure you have this set up as you desire. If you’ve added any conditions and do not meet the conditions (e.g. purchased the product yourself or signed up on the list yourself), you won’t be able to see the price on the order form (EVEN as an admin)!

Create One Product in Two Languages

Single Product Sales Page Options Option 1- A single Sales Page Create your product as normal Set up your prices to be able to accept all currency options. Create your sales page Now you’re going to share the link to your sales page to your list via a broadcast or social media. When you share the link with your customers in a language different than yours, you will add the following code to the end of the URL to change the language: ?locale=en for English ?locale=da for Danish NOTE! If you choose this option, the custom copy on your sales page will not be translated - only the order buttons and Simplero default items will be translated. Option 2A- Two Sales Pages (one for each language) with the same prices/content Create your product as normal Set up your prices to be able to accept all currency options Create your sales page Create the same sales page in the alternate language Now when you go to share, you will share the sales page that matches the language you want to offer. Option 2B- Two Sales Pages (one for each language) with different prices/content Create your product as normal Create your prices as a secret price. Set the internal name on one to be your primary language The other to be your secondary language Set up your prices to be able to accept all currency options Create your sales page and then link the order button to the URL of the corresponding secret price Create the same sales page in the alternate language and link it to the price labeled internally with the matching language Add a trigger to the price points for content delivery The trigger could be linked to start an automation that will release the content The trigger can give access to the site that was created in the corresponding language The trigger can be sent to send a templated email with the downloadable content attached The trigger could add a tag for the correct language and you can send broadcasts and release content to the tag Now when you go to share, you’ll share the sales page that matches the language you want to offer and your customer should get access to the content in their corresponding language. Content Delivery Downloadable Content If the content you are delivering is something such as an MP3 or PDF, then the suggestion would be to attach the content in duplicate files. For example one in English and one in Danish. These files will be delivered on the thank you page, so we would suggest identifying the files by which language they’re in so your customers can choose the files in their preferred language. If you send an autoresponder with a link to your content in it, a good idea might be to let them know the files are the same but in different languages, and to look for the one in their language. If you’re not sure how to link downloadable content check out this guide. Membership Content If the content you’re delivering is a membership site, then you’ll need to duplicate the content into both languages. There are two options now for delivering content. Option 1 - A Single Membership Site Have a Homepage in English and a second Homepage in Danish (for example). Then the subpages below would be in the right language. Or to just duplicate all the pages so there is one in English and one in your second language. Then set up two identical courses, one in English and one in the second language. You can have all pages published, which would allow all customers to see everything in both languages. Or you can set the pages to dripped, and follow the following steps to release it: Create an automation that would release the primary language pages however you desire. Duplicate this automation, but this time to release the pages in the second language. Send an email autoresponder asking your customers which language they’d prefer to view their site in. Link each language option to the auto-start link in the automation. Option 2 - Multiple Membership Sites Create a membership site in your primary language. Create a second membership site in the second language. Create an automation that will give access to the membership site in your primary language. Duplicate the automation that will give access to the membership site in the secondary language. Send an email autoresponder asking your customers which language they would prefer to view their site in. Link each language option to the auto-start link in the automation.

Create a Product for Each Language

For some people, they would prefer the cleanness of a product for each language rather than trying to set up one product to be viewable/buyable in multiple languages. This guide will show you how to do just that. Create your product as normal Duplicate your product in your second language. Set up your prices to be able to accept all currency options Link your content. (see section below for options) Connect Content Downloadable content Link the content in the correct language to the correct product with the corresponding language. Membership Site Content Option 1 - A Single Membership Site Have a Homepage in English and a second Homepage in Danish (for example). Then the subpages below would be in the right language. Or to just duplicate all the pages so there is one in English and one in your second language. Then set up two identical courses, one in English and one in the second language. You can have all pages published, which would allow all customers to see everything in both languages. Or you can set the pages to dripped, and follow the following steps to release it: Create an automation that would release the primary language pages however you desire. Duplicate this automation, but this time to release the pages in the second language. Link each product to the corresponding automation that matches the language. Option 2 - Multiple Membership Sites Create a membership site in your primary language. Create a second membership site in the second language. Link each membership site to the product in the corresponding language.

Split payments

NMI, Easypay, and Spreedly payment processors offer the option to split payments among several cards. If you are using any of these payment processors and you are on the Skyrocket plan, you can now make it possible for your customers to split their payments into multiple cards. Go to your Simplero Labs page and turn on the feature flag Split payments: Navigate to the Product Order form tab and enable the option: Allow split payments. Note that in order to use split payments there will be an extra payment step added to the checkout flow where they will be entering the different amounts and payment methods. Once the remaining amount is $0, they will see Complete purchase button and will get redirected to the Thank you page. Powerful feature right there! *Only available on Skyrocket plan

Catalog

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The product catalog is a centralized page where you can showcase and manage your available products. There are three types of products: listed in the catalog, unlisted but purchasable via a URL, and closed products that are not available for purchase and not listed anywhere.

You can create custom product categories and assign products to the appropriate categories. With the product catalog, you can effectively organize and manage your products, making them easily accessible to your customers while maintaining control over their visibility and availability.

You can create custom p…

Product Catalog

Your product catalog is a shop page that reflects all the available products you have in Simplero (that are set to Listed). This can be added as a page on your site, or as a section on a page on your site. NOTE! The Product Catalog section is only available on pages with the Legacy Builder. If you’re using a page with the 2.0 Builder, you can read about your options in this help guide. There are 3 types of products: Listed - this product will display in your catalog. Everyone can get to it. Unlisted - this product will not display in your catalog, but is still available for purchase. In other words, you will need to give someone the URL to purchase. Closed - not available for purchase, not listed anywhere. Before adding products to your Catalog Before you add any product to your product catalog you will need to configure the product itself first. Select Sales from your Simplero Dashboard Select the Products tab Choose a product from your list Select the Selling tab and complete the following areas... Availability - Listed, Unlisted or Closed Catalog overview copy - Short description for catalog overview page Primary sales page - select The Primary sales page to use for this product: Catalog page, Stand-alone sales page or External page Sales page copy - Detailed description for full catalog page Click the blue Save changes button See our guide on Creating a Product here. Setting up your Catalog Select Sales from your Simplero Dashboard Select the Catalog tab: Add necessary Product categories located on the right side of the Catalog page Click the hyperlink that reads "Add" in the upper right corner of the Product categories section: Name the Category in the pop-up screen and click OK Repeat steps 4 and 5 until all categories are added Look at the list of Listed and Unlisted products in the middle of your screen and select the drop-down list for each to place them in the correct category: To control if you want a product to be viewable to the public or not via your product catalog, click the List, Unlisted or Closed hyperlink next to each product name to move it to Listed, Unlisted or Closed products: Optional way to control what is viewable Select Sales from your Simplero Dashboard Select the Products tab Select a product from your list Select the Selling tab In the Availability section, select if it is Listed, Unlisted, or Closed in the Listing status box If you select Listed or Unlisted for Listing status, you can also set automatic dates for when that product is available at Options section below:

Shopping Cart

We are currently in the testing phase of our new Shopping Cart. It will be available on the new experience soon. Take selling your products to the next level by enabling the Shopping Cart functionality! Add Products to the Cart Products that are cartable (can be purchased in combination with other products) will now show the option to Add to cart on the catalog, sales pages, and featured products sections: As soon as you click 'Add to cart', the shopping cart icon will show up on the header. The cart icon will indicate the number of products currently stored in your cart and you’ll get redirected to your cart view right away. Any products that are already in your cart will show 'View cart' instead of ‘Add to cart’. If there’s more than one listed price on the Product, the purchaser can choose a price on the cart summary page prior to checkout: Top listed price will be selected by default* Limitations you need to be aware of Currencies may interfere with the Checkout Process If your product prices don’t share at least one currency, we won’t let you move on to the Checkout page until you remove products causing the payment conflict. You’ll just need to edit your prices to support the same currencies and the cart will make them match the common currency: Authorize-only Prices set up as Authorize-only are not supported on the cart. Prices that allow donations There’s currently no way to add a donation amount if any of the prices allow donations. Credits type Prices that can be purchased using credits are not cartable either. Limited payment processors Products where you limit which payment processors to use are not cartable. Checkout Page Once you have finished adding products to the cart, click on Checkout to add your contact details. On the information page you’ll find: Your order section: includes products on the cart, the price selected, and the products’ short descriptions. Discount code field if there are any coupons available Taxes calculated (based on the products’ individual tax settings) Custom fields added on the product's order form tab per product Agreements prior to and after purchase Agreements will show in the same order they’ve been added to the cart one after the other if multiple products require agreements to be signed. This will happen either prior to or after purchase based on each product agreement settings (Product >> Configure >> Options section): Affiliates Affiliates will get attributed when using an affiliate link (cookie) and credited for any products included on the checkout that belong to an active affiliate program. If the cart includes any products that do not belong to the affiliate program, they will of course, not be credited for that product. Upsells and Order Bumps The cart does not support Upsells or Order Bumps. If your product has an order bump or upsell, the order bump or upsell will be ignored/skipped during the cart checkout process. They will still be available when purchased individually via the Buy now button. Cart Theme The Website theme will apply to all cart pages. Also, the header is visible through the first steps of the cart and gets hidden when moving to the Checkout page. FAQ Can I force a product to not show the 'Add to cart' button and be only available to 'Buy now'? Yes, you can exclude a product from being able to be added to the cart using the checkbox on the Product >> Selling tab >> Options section. Is the Shopping Cart available in all Simplero plans? It's available in Scale and Skyrocket only. The Shopping Cart is in an Alpha Testing stage. If you’d like to become an Alpha Tester for the Shopping Cart, contact support to get further information on how to enable it in your account.

Purchases

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Oversee, manage, and work with purchases in a highly efficient manner. This section provides a comprehensive overview of purchase details, including the purchase summary, charges and payments, participant information, emails sent, and activities associated with the purchase.

Cancel, refund, issue credits, or register payments in Simplero’s Purchases dashboard. Visit Purchases 101 in this guide to learn the different purchasing terminology, such as participants, activation, paid, failed, delinquent, and subscriptions.

Cancel, refund, issue c…

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 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: If they're already logged in, we'll use their current Simplero ID. Easy peasy. No need to create additional ones. 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. 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. Let participants of a product set up their Simplero ID and Password If you would rather let partipants of your product set up their own Simplero ID and Password you can do that by turning On the option Do not create Simplero IDs automatically for participants. Let them set their username & password. It is located on the Product Content tab, under Content Settings section: When your customers purchase a product and only if they don't have a Simplero ID set up yet, they will be prompted with the option to do so: Once they've saved their credentials they will be redirected to the product Thank you page. Note! As an admin you can also visit the participant purchase page. When the product allows participant to set up their Simplero ID and password and they haven't yet, you'll see a banner at the very top with instructions. Remember, only you as an admin can actually see this banner. Another Note! You’ll need to make sure and manually add an Auto-response or Automation email to the product that includes the link to the membership site, if you want them to receive this via email. How to Manually Issue a Simplero ID Click on the contact in your account you want to issue an ID for In the right hand side bar You'll see a section called Simplero ID with a setup link next to it. Click the Setup link A Simplero Id can also be added via the participants screen within a product by scrolling down to the participant box 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 Click on the contact in your account you want to remove an ID from In the right hand side bar You'll see a section called Simplero ID Next to the users ID You'll see a link Remove When you click the remove option you'll need to confirm your desire to remove the ID from the contact The Simplero ID can also be removed from within the purchase if you scroll down to the participant section.

Purchases 101

How to work with purchases. Cancel, refund, or make it free. Issue credit notes, incur additional charges, register payments, and return money to the customer. All is explained right here. Purchases Screen Select Sales >> Purchases from your Simplero Dashboard Search and select your customer name to take you to the purchase page directly The first box is the Purchase summary The second box is Charges & Payments The third box is the Participant box where you can View how they answered questions on the Order form, Manage site access, Troubleshoot password issues. The fourth box is the Emails sent that have gone to the participant via the product in the purchase The fifth box is the client's Activities associated with the purchase Purchase Terminology Some things about the language we use about Purchases that can be useful to know and understand. Activating a Purchase Activation is when the purchase is first considered to have gone through. In most cases, it'll be when payment has been made. If there are multiple installments, it's when the first payment has been made. If it's a subscription, it'll be the payment for the first subscription period. If it's a subscription where the first period is free, it'll be when we have a payment method that we can auto-charge, such as a saved credit card number. If there are multiple installments or it's a subscription, and the payment processor supports auto-charge, we'll get the payment information so we can charge in the future. Before activation, the purchase will be in an Abandoned state. This just means the customer never finished activating their purchase. It happens a lot. I bet you've put stuff in a cart on some site and never bought. We all do it. It's nothing to get alarmed about. There's a special case when a purchase is being paid for outside of Simplero, such as with a bank transfer or cash. These purchases will be in Pending state until you register the payment. Once the payment is registered, it'll be activated. Paid and Failed An activated purchase will go to the Paid state. This is the state where they have access to content and emails, and everything is hunky-dory (that means a-okay... it's good, it's positive). Later on, if they fail to pay an installment or renew their subscription after several attempts, they'll go to Failed. When failed, we've given up. We've cut off their access. We won't try to collect it anymore. Subscriptions Subscriptions work this way - People pay for a given time period. After that period is up, they have to either renew for another period, or their subscription ends. It's like paying rent. If you stop paying, you gotta leave the apartment. When the subscription period ends and it needs to be renewed or stopped, you'll see the "Period ends" date That row that starts with "PERIOD ENDS" under "Charges & Payments" on a purchase shows you when the current subscription period is over and what happens then: To the left is the date it ends. The price that we renew at is shown here: "Subscription price, period 1". If you click it, you'll be presented with alternative options for what price it'll renew. The amount shows how much will need to be paid for that period. Note that there may be multiple installments for one period. This will be explained in a bit. Next, we show which payment method we'll use to try and collect the payment for renewal. Again, you can click it to choose another one. And finally, we show when the customer's subscription commitment. Commitment is quite simple but can be confusing. If set, it simply means that until this date, the customer cannot cancel or downgrade or upgrade their subscription. You as the admin can still do these things, but they cannot. It's like when you sign up a 12-month lease on your apartment. You still pay rent every month. What it means is that you cannot get out of your lease until the 12 months are up. Subscriptions, Periods, Installments When you define the price for a subscription, you can define multiple periods, and each period can have multiple installments. Each period says how long they get access for, what they pay, and whether there's a limit to how many times they'll repeat that particular period. The "what they pay" part can be nothing, it can be a single amount, or it can be a series of payments, called installments. For example, for a 2-week free trial, create a first period that lasts 14 days and costs $0, and the repeat number to 1. You don't want them to keep renewing for another 14 days at $0. You want them to then flow into the next period where they (surprise!) pay! You can also, if you want to be fancy, define a period that has them paying multiple installments. Say the period is 6 months, and they pay $99 when they renew, and then $50 a month later. Or $0 to renew, and $100 after 3 months. However you'd like to be fancy, you can do it. Activities: Purchase and Participants Beware that there are separate activity logs for the Purchase and for each Participant. Activities relating to billing will be under the Purchase. Activities related to content will be under the Participant. The list of Emails sent is also divided between the purchase and each participant. Simplero ID and Email settings: Purchase and Participant The same is the case for Simplero ID and email preferences. There are separate settings for the participant and for the billing contact. Everything on the right side relates to the Purchase, that is, the Billing contact. Each Participant will have their own box in the middle of the screen where everything related to that participant. The edit button in the navigation will edit settings for the purchase, that is, billing-related stuff The "Edit" link in the Participant box will edit that participant. When changing who the billing contact is, make sure you change both name/email AND the linked contact record. Each purchase can have a separate name/email, and still, be attributed to the same contact. The same goes for the participant. There are 3 different types of subscriptions to a Product: Marketing Emails: This setting applies to the purchaser only. It’s currently used to signup the customers who purchased products to the Optin list of that product. Regular Emails: This setting applies to the purchaser only. If you send any auto-response or email from the Product > Purchases table view, those emails will be skipped for the purchases which have this toggle OFF. When creating a broadcast, the email will still be sent to the recipient regardless of this toggle being ON or OFF. Content Emails: This setting applies to the participant only. This is how they match on the Purchase admin side: Sending a Broadcast to Purchasers wanting marketing allows you to exclude purchasers with Marketing emails Off. Participants wanting content emails will exclude participants with Content Emails Off.

Forecasts

Forecasts Do you want to plan the future of your business? Simplero calculates an estimate of future customer renewals based on current active subscription purchases. You can access the Forecast on the top right corner of the Purchases page. You will then see the forecast based on the assumption that all installments are paid and all subscriptions continue to renew: You can also export a CSV of these estimates by clicking on the blue Export CSV button in the top right-hand corner:

Editing a Purchase

Occasionally you may run across a need to edit someone's purchase, such as the billing contact email, address, or maybe the currency or taxes or discount the purchase. Or maybe the subscription settings need to be updated. Well, you can easily do this on the Purchase screen... Locate the purchase either within the Product or via the Purchases tab under Products You will be taken to the Purchase screen. In the upper right-hand corner of this page, click on the Edit button: You will be directed to the Edit screen. From here scroll down until you locate the area you want to update Scroll down and click the Save changes button. Updating an Affiliate on the Purchase If the product is part of an Affiliate program and you need to change the Affiliate on the purchase, follow steps 1-4 above and scroll down to the Affiliate section: NOTE! Changing the affiliate will reattribute all pre-existing charges. Commission amounts on pre-existing charges will not be changed though. You can read more about Affiliate Purchases in our guide here. Updating a Discount If the price was a "Purchase" and not a Subscription you will need to calculate the full discount of their purchase so if it's $30 over 12 instalments, the amount you’ll put in is $360. If you’re updating a "Subscription" then you’ll put in the discount amount that comes off the instalment and you can check the box to apply to future instalments. Once you save your changes, you’ll need to go in and manually update any invoices that were already generated on a completed purchase. This will not occur automatically by updating the purchase. Other Things to Note If you’re updating currency you will need to make sure all currency options are set up in your Account settings. If you’re updating the date of the current access period, this will affect when the contact is billed next. If you’re updating how long has the customer committed to remaining subscribed until this will prevent your customer from canceling their subscription prior to the date you enter.

Charges & Payments Box in the Purchase

The Charges and Payment Box in a purchase screen is broken into 5 sections Summary of purchases Details of Charges Details of Payments Statement details Transaction details To locate it... Locate the purchase either within the Product or via the Purchases tab under Products You will be taken to the Purchase screen where you'll see the "Charges & Payments" box Summary Tab The Summary tab is going to give you a brief picture of the charges associated with the purchase. This tab will also show you the receipt due date, receipt # if processed, what it's for, the amount, and payment method. It's broken into two lists. The first is the charges that have already been processed. Here you can.. Click on the Receipt # and see a preview of the receipt the customer received. Resend the receipt by clicking on the Envelope icon to the far right of the charge. Edit the information about how the charge was processed by selecting the Pencil icon to the right of the charge. Please note that this will not create a refund or a new charge but it will affect your reported revenue and taxes in Simplero. Create an identical new charge by selecting the Arrow icon next to the processed charge. Below the completed charges you will see any charges that are to come due. You will see this if the customer has purchased a product on installments. In this section, you can... Change the charge date by clicking on the receipt date to underneath the UPCOMING CHARGES. Update the credit card on file manually by clicking on the 4 digit card number that appears underneath the CHARGE TO. Resend the reminder by selecting the Envelope icon to the right of the charge. Edit the amount, date of charge, Qnty, or tax by selecting the Pencil icon to the right of the charge. Delete the charge by selecting the Trashcan icon to the right of the charge. Charges Tab In this tab, you can... Click on the Receipt Number and preview the receipt Click on the Envelope icon of the processed charge to resend the receipt Click on the Envelope icon next to the future charge to remind the customer Click on the Pencil icon to edit the charge Click on the Trashcan icon to delete a future charge Payments Tab In this tab, you can see all the payments that have been processed. If you'd like to preview the receipt simply select the receipt number. If you click on the credit card number you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor. Statements Tab This tab allows you to see a view of the processed payments including balance underneath OWED TO US. This would be helpful if a partial payment was made and you want to see the balance due. If you click on the credit card number you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor. Transactions Tab This tab will give you a view of exactly what happened associated with the purchase. You can see the payment PROCESSOR, if you click on it it will take you to the payment processor edit screen. You can see the STATE of the charge such as if it Succeeded or Failed. You are also able to see the Transaction ID which will be helpful to you when working with your payment processor support. You'll also have Action Buttons to choose from. At the bottom of the Charges & Payments box, you have Action buttons. Add a charge: This button allows you to manually add a charge to your customers' purchase. This could be used if you decide to break their payments into smaller amounts, or if they have decided to purchase an add-on. Issue a credit: This button allows you to put into the system if you owe the customer money. This is usually used for processing a partial or full refund. Adjust collected tax: This allows you to either refund tax you've collected or collect an additional tax. This adjusts the collected tax without affecting anything else. Do this if the initial tax percent was wrong. Register payment: You would use this button if they have paid you outside of simplero such as in cash. Manual Collect: Allows you to collect a manual charge just like the add a charge button. However, this is instant and not in the future. This will be done via the payment processor that is on file for this customers purchase. Return money: This allows you to return money to the customer through their credit card without creating a credit note.

Purchase Summary

Purchase Summary Box In this box, you can... Change the Published price of the purchase by clicking the Change link underneath PRODUCT Cancel a purchase - The customer will never get charged again and their access will be canceled (unless you tell the system to keep access - you will be prompted) Pause a purchase - The customer will not have access to its content while their purchase is in Paused status. Notes: - If the purchase uses a subscription price, once the purchase is manually resumed, it will set the renewal from the resume date onwards adding on top any subscription time left before pausing. For example, a customer has a monthly subscription that renews on April 30th. You pause the subscription on April 26th, meaning they still have 4 days left in their paid subscription. On July 1st you resume the subscription. The next renewal date will be on the 5th of July since they had 4 days left from April’s subscription. - If the purchase has any current scheduled installment charges, they will continue to charge while the purchase is paused, unless you delete them manually. - Auto-responses will not be sent while the purchase is in paused status. Once the purchase gets activated again, they only resume from the number of days ago that the subscription was actually activated. Missed auto-responses while the purchase was paused won’t be resent. For example - If a customer activates and then pauses on day 2 and resumes on day 5, auto-responses on day 1 will be sent. Any auto-responses between days 2 and 5 will not be sent. Auto-responses from day 6 onwards will be sent. Convert a paid product to a freebie - The customer will retain lifetime access and will not be charged any future payments Refund a purchase Move the purchase to a different product - Moves them from this product to another product of your choosing You can also edit the purchase on the top right corner: If the purchase is an upsell/downsell/order bump from another product, it will be indicated at the top of the Summary section: And the other way round. If a purchase has a linked upsell/downsell/order bump, we will list them at the bottom of the summary section:

Moving a Purchase to Another Product

Do you have a customer who mistakenly purchased the wrong product? Or maybe you are closing a product and want to move current participants to another product? If you want the person to still have access to the original product and its content (such as in the case of an upgrade), you'll want to use the "Purchase Product Without Paying" action. If you want to completely move the person to the new product and revoke access to the original product and its content (like in the case of a mistaken purchase), you'll want use the "Move..." button. 'Purchase Product Without Paying' Action - How to Use There are several ways you can apply this action. Here's how: Option 1 - Automated via a trigger This would be used when you are going to move every purchase in a product such as in the case of an upgrade. Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. Option 2 - Using a Segment You would set up and Perform an action to a segment by selecting the same options as in the trigger screen of option 1. This option would be used if you are moving multiple purchases at one time that exist in the system. Such as in the case of closing a product and moving everyone to a new product. Option 3 - Apply via Contact Action If you want to apply it to just one or a few people, you can do this on the contact list (Dashboard sidebar > Contacts). Just search for who you want and select them, then from the Select Action drop down menu, choose 'Purchase a Product Without Paying' and select the product you want to add them to. 'Move...' Button - How to Use The move button is accessed through the person's purchase page, and can only be done manually on a single contact at a time. Again, this is most likely used if the person mistakenly purchased the wrong product. It will override the first product and remove access to it and its content. Select Products from your Simplero Dashboard Select the Purchases tab Locate and select the customer name In the Purchase summary box, click the Move to another product… button Choose the new product and whether you’d like triggers on the current and destination products should fire. These include participant and purchaser triggers set up on the product content tab. Note about payment plans and subscriptions: Note that if a person is on a subscription or payment plan for the original product that is still active, if you move them with the "move" button, it will retain their original payment structure & price. If necessary, you can update it to a new one by using the "change" button next to the price. Doing this will not automatically create upcoming subscription charges. To do that, you will need to edit the new purchase, choose a period end date and then edit the upcoming subscription price to set the correct cancellation setting and period price. Please contact Support if you need help with this. In all cases, please double check the moved purchase carefully to make sure that future installments, subscription payments, and content access are correct!

Adding a Charge to an Existing Purchase

Is your customer past due, wanting to split a payment, or maybe they requested to purchase an add-on product to a current product. To add the additional charge to their current purchase follow the instructions below. To add a charge to someone's payment plan you will first locate the purchase. This can be done in 3 ways. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Once you have located the purchase scroll down to the Charges & Payments box Select the Summary tab and click the Add a charge button Then complete the charge information field and click the Create a charge button As long as the customer's purchase is still in the Paid state the customer will then be charged or invoiced for the amount on the date you selected depending on the payment processor they used to originally purchase. If the customer is in the Delinquent state you will need to select the charge now button if the payment is due today. If the customer is in a Failed state you will first need to reactivate them back to paid then select the charge now button if the payment is due today. If the customer is in the Free state the system will generate the invoice for them to pay. Splitting a Charge If you are adding a charge because your customer is splitting a current charge into smaller amounts, remember to edit the first charge amount before adding the new one.

Editing a Charge Amount

Navigate to the purchase you’d like to edit the charge for. Scroll down to the Charges & Payments box Select the Summary tab and click on the edit icon next to the charge Adjust the charge and click the Save changes button If you are editing the charge to break into smaller payments, check out our guide for adding future charges.

Adding, Editing, and Canceling participants

Occasionally, you may need to edit the participant details. For example, if they’ve reached out informing of a typo or an update on their contact details. Navigate to the purchase and scroll down to the Participants section. Click on the Edit link on the top right corner to access the participant page. You can also add participants to an existing purchase. For example, if someone is signing up for multiple participants but missed to add one to their purchase, you can do that for them using the ‘Add’ link. If the participant shouldn’t incur any further charges, you can turn On the toggle to make it free on the Payment section. Also, use the Gift feature to send a gift message or schedule when they should be activated as a participant.

Manual Product Purchase

Manual Product Purchase for an Individual To manually add an individual to a product and create a purchase for them (either as a freebie or to charge them), you’ll first need to search for that person in your Simplero account. Follow the steps below to create their purchase: Select Contacts from your Simplero Dashboard Choose Contacts from the dropdown Locate and select the customer name Locate the Purchases box in the customer's contact screen (should be the second one down) In the upper right corner of the Purchases box, click the Add a purchase link: Select the product you want to add the customer to: You’ll be taken to a screen where you can choose the following options: Price - Choose a price, or make this a free purchase. Billing Address Currency - Choose which currency to charge the purchase in. Company Info - Add the company name and VAT No, if applicable. Subscription Settings - Choose how long they receive access for (depending on the price type you chose), and a minimum commitment period (if applicable): If you chose a Subscription Price: Under When does the current access period end, choose the date you want the price to renew on AFTER they’re charged today. So if today is June 4th, you’ll choose July 4th (if it’s a monthly subscription, for example). If you chose a Purchase (or Lifetime Access price): Leave this whole section blank. Discount - Apply a discount as a Percentage or a Fixed amount NOTE! This discount will not apply to manually created charges Payment Method - Choose which payment method to charge them on. If you need to manually enter their payment information in for them, jump here for instructions on how to do this. The product will now show on the screen, along with any site they have access to right there. NOTE! If they don’t already have a Payment Method attached to their file, you’ll need to choose Don’t charge the customer yet; Mark the purchase as new - then follow these steps to add their payment method in manually for them: If you chose a Subscription Price: Once you save the purchase, you’ll be taken to the purchase page. Press the Activate (to Paid) button in the Purchase summary box: Make sure the Auto-Renew toggle is turned ON - then press the Manage Payment link under the purchase profile picture in the top right-hand corner: Now you can enter their card information in manually under the Payment information section: Click Continue and it will take you to the Thank You page. Now go back to the purchase page, press Add a charge… and fill out the information to charge them today. Note how we will now charge them on the payment method you just added: Click Create charge, et voilà! We’ll charge them for the first payment today. Make sure the Period ends date and Price selected are correct and all set to charge them for the future instalments: If you chose a Purchase (Lifetime Access) Price: Once you save the purchase, you’ll be taken to the purchase page. Press the Activate (to Paid) button in the Purchase summary box. Press the Manage Payment link under the purchase profile picture in the top right-hand corner. Fill out the customer’s payment processor details: Click Continue and it will take you to the Thank You page. Now go back to the purchase page, press Add a charge… and fill out the information to charge them today. Note how we will now charge them on the payment method you just added. Click Create charge, et voilà! We’ll charge them for the payment. If you need to give the customer manual access to a site or a page, head to this guide. Manual product purchase for a group Select the contacts on the contacts page (alternatively, Create a Segment that includes the participants) Select action and choose to Create purchase with payment method (to create a paid purchase using the payment method Simplero has on file for them) or Purchase a product without paying (for a free purchase) Select product and price Choose the date of the next charge

Manual Credit Card Charge

Manual credit card charge or Updating your customer's card Do you have your customer's card number and wanting to charge the card for them? Or maybe your customer needs to update their card on file but isn't savvy enough to do it via the payment management screen and instead has given you the card number. In order to change your customer's credit card number, you want to make sure there is a invoice with a payment due via credit card. This can be done in 3 ways. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Once you have located a purchase with an inoice and with a payment due via credit card... In the Charges & Payments box You'll see the 4 digit card number link Select the 4 digit card number link to edit the card number and click the Enter new card button in the pop-up screen The new credit card number is now listed as a method of payment.

Manual Payment Collection

Sometimes your customers owe you money, but they just don't have all of it, so you'll take a partial payment for now. For those cases, you can use the "Manual Collect" feature, which lets you collect their payment method on file for the amount you choose. To add a payment manually, you will first locate the purchase. This can be done in 3 ways. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Once you have located the purchase scroll down to the Charges & Payments box and click on the Manual Collect... button Complete the payment information in the Manual Collect pop-up screen and click the Collect payment button to save One word of caution, though: With great power comes great responsibility. Collecting this way won't automatically keep your invoices in sync, so you will probably end up in a situation where you haven't issued the invoices for the payments you've received. Just something to watch out for when you do your accounting. If that is the case, you will see a yellow warning similar to the below: If you want to balance your accounting, you can click on Add a Charge to create a charge for the payment you just collected: This will balance the purchase and create an invoice.

Refund Period

In the content section within a product, you will see a section called Refund Period. Select Products from your Simplero Dashboard Select the product from your list Select the Content tab Scroll down to the Content settings section Turn on the Allow refunds within a certain period toggle Here you have control over three things: How many days after purchase a customer can request a refund Whether or not they can download any of the content during the refund period Whether or not they have to communicate with you to get the refund over that period If they a refund for the purchase they can do so by going to their account and managing their purchases. On that screen, they will see the refund option. NOTE! On the user's end, they can view content and listen to any MP3 or MP4 files from the content screen in their account. However, if you have restricted downloads, it won't give them that option until after the refund period.

Full and Partial Refunds

No one ever likes to give refunds, but they are a necessary evil in business. Whether you are trying to please a dissatisfied customer or trying to further delight a happy customer. There are going to be times when you will need to process a refund. Here are the steps you need to take to process the refund. Please note that when you process a refund, the customer will lose access to the content given by the product. If you want them to keep access for any reason you should either Issue a Credit instead OR manually give them access after you process the refund. Refunding a Purchase Select the Products from your Simplero Dashboard Select the Purchases tab: Search and select the customer's name You will be directed to the customer's purchase screen In the Purchase summary, select the Refund... button The Refund purchase screen will open. Verify the amount you want to refund. Refund the full amount: Refund only the last charge (if there's multiple charges to the purchase): Or add in whatever amount you'd prefer to refund on the refund amount: You'll notice that as you adjust the refund amount, the 'keep' amount also adjusts to reflect how much of the purchase you're keeping. Fill in the Description then decide which transaction you want to refund to: The default will be to the oldest transaction. You can select newest to oldest if you want to be able to reflect the refund to the most recent charge. If your contact has multiple different payment methods on their purchase, they will list as options to refund to. This is great if they need the refund to go back to a specific card. Once you click 'Issue Refund', this will return the amount of money you selected, mark the purchase as refunded and turn off any access to content that the purchase may of granted. What if I don't do my refund through Simplero? We do not advise doing the refund outside of Simplero if the transaction originated in Simplero. However, if that happens for some reason, you can log the refund without double refunding them. To do this hit the Refund... button like normal, enter your amount, only this time instead of selecting the card to return the money to you are going to select the option "Don't touch the money" Once you've selected 'Don't touch the money', you'll see a yellow box saying that we've been paid more than we have charges for. In this case, you will want to click 'Register a payment': You'll put in a negative amount to show that you paid them and then select the payment processor method you want to have the refund shown under: Make sure to add a comment to the payment to ensure you know how you registered it or just to add additional details about the refund or charge. Partial Refunds and Credit Notes From time to time you may need to process a partial refund. Generally, this is because your refund policy limits the amount that can be returned depending on how long they've been in the program. You can follow the directions above to do a partial refund and turn off access. Otherwise, you can issue a credit note. Select the Products from your Simplero Dashboard Select the Purchases tab Search and select the customer's name You will be directed to the customer's purchase screen In the Charges & Payments box, select the Issue a credit... button The Issue credit note window will open which is very similar to the refund window. Follow these steps: Select how much you want to refund. Whether it's the full amount, the last charge, or something in between: Add your Description then select how you want to issue the credit note: There will be a warning to let you know how much will be processed to the payment method: Then you'll have the option either 'Keep their Acess' or 'Turn off their Access': When selecting "Refund and Turn off their access", this will lose access to content and their purchase will be marked as refunded. When selecting 'issue credit and keep their access', this will send them the refund but allow the purchase to stay active and retain access to any content connected to the purchase. Once you've refunded and/or issues the credit note, it should be sending the customer a reeceipt for that refund right away.

Credit to Transactions

When you're issuing a credit, you get the choice of which transactions to credit to. Each time we ask the payment processor for money, it's a transaction. Each transaction can be to a different card or payment method or even a payment processor. Each transaction can be at a different time, and for different amounts. Each payment processor handles credits differently. Some only allow one credit per transaction, even if you're crediting less than the full amount. In this case, it makes sense to credit to a transaction that matches the amount you're trying to credit. They'll all have some time restriction on how long after a transaction originally occurred you can credit, though the time varies greatly. For this reason, you may want to credit the oldest transaction you can that will still let you credit, so you have the option of crediting again in the future. Sometimes it's a matter of which card the customer wants the money returned to. In that case, you can choose the card they requested. If in doubt, leave it alone, and we'll try to credit from the oldest towards the newest.

Collecting Money Outside Simplero

Sometimes your customers may pay you for a product outside of Simplero. It could be that they want to pay you cash, wire you money to your bank account, or maybe even send you money directly through PayPal. If you choose to collect money without them paying directly through Simplero you will want to register the payment via a manual payment. Recording the Payment Have the customer purchase the product. You have two options: Option 1 - Create a $0 purchase link. (You can do this by creating a $0 purchase price via a special link or by giving them the freebie link) and jump to step 2. Option 2 - If you have Bank Transfer set up as an available payment processor then create a secret price for the amount of the product with bank transfer as the payment processor. Go to step 3. Click the Add a charge button in the Charges & Payments box of the customer's purchase screen and enter the amount they are going to pay you Then once they pay you, select the Register Payment button and enter the amount they paid you outside of Simplero.

Stop Customers Subscription Payments and Keep their Access Open

How Do I Stop My Customers Subscription Payments and Keep Their Access Open? Basically, you'll need to remove the period end date. Depending on if you want to do this for an individual or all participants, follow the "how to" below. For an Individual Participant Select the Products from your Simplero Dashboard Select the Purchases tab Search and select the customer's name You will be directed to the customer's purchase screen Click the Edit link located on the top right corner above the billing contact information or under the Billing Contact on the right-hand side by the billing address. Scroll down to the Subscription settings section, edit the "When does the current access period end" date and click the Save changes button at the bottom of the screen. For Multiple Participants in Bulk Select the Products from your Simplero Dashboard Select the Purchases tab Mark the checkbox next to the customer names. Either next to each individual or the one in the top left corner for all. Click the "Select action..." drop-down list and select the "Update period ends at..." option Select the "Current subscription periods ends" date and clear out date. Then click the Update period ends at button to save Super easy!

Migrating a Customer's Purchases from Another System

How do I migrate customer purchases from another system Say you have a bunch of customers who have already paid through your old system, and now you want them moved over to Simplero so they have access to content, site, emails, or anything else associated with your product. There are several ways to do this. Before you decide on the best option you will want to ask yourself a couple of questions. Do they still owe you money for their purchase? Do you want to collect information from them that you are not able to export from the old system or that you didn't ask when they first registered? If they still owe you money... Create a secret price for the dollar amount they still owe you. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the secret price Select the Prices tab Add a secret price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc. For the Type of price, select: Purchase - If it's a set amount they owe you or if you need to set installments to match their current payment plan Subscription - If they pay for access through a current subscription. In the Amounts section, enter the actual dollar amount they still owe you in the Amount on purchase field Set the Access to Secret Link If you want to add extra security you can set a date it expires by clicking "Campaign price". You can also restrict the Number of seats available Click the Create price to save Send the link to your customers. You will need to grab the link from the pricing screen. In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name Send that link to your customer(s) They'll have to go through the regular checkout form, getting a chance to fill out any additional fields you've added, and will put in their payment information. Once they have completed their purchase you will need to go into your old system and cancel any payment set up over there. Best practice to do this would be to add a trigger to the product to send you a notification email each time someone purchases so that you will be reminded to cancel the original person before you double charge them. Note: If you are setting this up as a subscription or they still have time before their next installment is due you can set up their secret price with a "free trial" that would end at the time that their next payment comes due. If they don't owe you money but you want to collect additional information from them... Create a secret price of $0 for your customers. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the secret price Select the Prices tab Add a secret price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc. For the Type of price, select: Purchase - If it's a set amount they owe you or if you need to set installments to match their current payment plan Subscription - If they pay for access through a current subscription. In the Amounts section, enter $0 in the Amount on purchase field Set the Access to Secret Link If you want to add extra security you can set a date it expires by clicking "Campaign price". You can also restrict the Number of seats available Click the Create price to save Send the link to your customers. You will need to grab the link from the pricing screen. In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name Send that link to your customer(s) They'll have to go through the regular checkout form, getting a chance to fill out any additional fields you've added, and they won't have to pay again. If you answered no to both questions and if the participants are not yet in your Simplero Export your participants from your old system into a CSV file Create a list in Simplero and name it "Product Name - Old system Name" Add a trigger to the list that says when Participants are activated to purchase a product for free and then select the Product name Import the CSV to the list If the participants are already in your Simplero Create a segment that includes the participants Perform an action to the Segment Purchase a product without charging Select the Product name. Nerdy option If you have a lot of customers, or you want to automate things, and you have someone who can write code, you can also use our Webhook feature. It is documented at the bottom of this page It does require technical knowledge.

How to Test the Purchase Process and Send Login Credentials

If you want to test the purchase process the way your customers see it, make sure you use a "clean" browser where you're not already logged in as you. There are two ways to do this: You can either use a different browser (eg. if you're using Safari, switch to Chrome) You can use the "Private Window" or "Incognito" feature of your current browser to open a new window where you're not logged in. Then open the checkout form in that new window. Confirm that you're indeed not logged in by the presence of the words "Log in" screen It might be helpful to test with a Freebie link, unless you want to actually run the money part and pay for it yourself. You can find the freebie link by clicking on the top right side of your product page and choosing 'freebie link'. Make sure you use a different email than the one associated with your main Simplero ID, if you want to test issuing of login credentials. You can create throw-away emails at mailinator.com. Once the purchase is complete, you could receive from zero to three emails: If you paid money, you'll receive an invoice If there's a site for the product, you'll get an email with the login information and a link to the site If there's an immediate auto-response for the product, you'll get that too Why do you have to be logged out? Because if you're purchasing while logged in, we'll assume that you want to use that Simplero ID with your new purchase, so everything's together. We have a single login system for everything in Simplero. We don't differentiate between logins for managing your shop vs. login to access content, vs. other things. One login gives you everything you have access to on Simplero. That makes it much easier for everybody for not having to log in and out all the time.

Can't access the content they purchased?

We sometimes get supports tickets along the lines of "my customer doesn't have access and I don't know why." This guide is going to guide you through the things to check to see what the issue may be. Are they logging in with the correct Simplero ID and Password? Before you do anything else, you want to confirm that they are logging into Simplero with the correct user ID and password. It is important to note that some customers may have purchased content from you or other Simplero accounts and used different email addresses to do so and in turn, generated themselves multiple Simplero IDs. If this is the case there is a guide for them on how to merge their Simplero IDs. If the Simplero ID is not the issue, be sure to have them try and reset their password to see if it is a password issue. It's also a possibility, that the user used an incorrect email address to access the content. Maybe they mistyped it when they purchased access, or they're mistyping it when they're trying to sign in. You might notice this when looking in your backend and see that their emails are bouncing. If this is the case you'll want to check out our guide on how to change a participants email address. This will walk you through making the change and reissuing their Simplero ID. If they are still having issues logging into Simplero they can try from a different browser or device. Occasionally there may be a cookies issue and this would correct the problem. Have they been given access to the content? If the content they are trying to access is a downloadable file such as a PDF, MP3 or MP4 you want to confirm that it is properly connected to the list or product via the content screen. If the content they are trying to access is a Membership Site, we want to check a few things: Is the Membership Site connected to the Product? Or, do they get access to the Membership Site through an Automation? If the Membership Site is connected to the product go back and check to make sure it is actually connected to the product and jump to step 2. If they get access via an Automation to the Membership Site we want to check that the Product itself has the trigger to start the user in the Automation and that they did, in fact,t enter the Automation. You'll be able to see all the people who have entered an Automation by clicking the number in the right hand side bar next to the text "All Flows". Verify that their name is on the list Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate the Step where the contact is in and click on the contacts or click the number for all contact in the right-hand sidebar under the Contacts You will see the list of contacts and the Flows of the automation Once you've verified that they were given access to the Membership Site, we want to check if they were given access to the specific page they're trying to access: Check your page settings Is it published? If it's published, is it viewable by everyone or just specific products? If it's only viewable by a specific product, is the product that they purchased checked off on the list? Is the page dripped? If so did you also grant them access to that page either via a broadcast, a trigger, or a line in an automation? A quick way to check both steps 1 and 2 is to search for the user in your contacts. Select Lists & Contacts from your Simplero Dashboard Select the Contacts tab Locate and click on the contact name You'll be directed to the contact overview page Scroll down to the Membership sites they have access to section The first column you will find a list of all the membership sites they have access to The second column under the "Through" tells you if that site was connected to the product or through an automation. If you click the "Manage access" link, you will be presented with a modal showing you which dripped pages in the membership site, the user has been given access to If everything is set-up correctly and the customer still says they cannot access their content, we recommend they make a screencast so everyone can see what's going wrong, and how. We recommend Screenmailer for taking screenshot or screencast as it's super easy for customers to use.

Troubleshooting Stripe payment issues

Stripe is an available payment processor that integrates with Simplero. To utilize Stripe you will need to set up your account with them and then connect it to your payment processors in your Simplero settings. Once you have it connected it will be available for your customers to use. Stripe will handle all $ received when a customer pays through them. If you need to refund the transaction you will hit the refund button in Simplero and Stripe will manage the actual movement of money back to the customer. If you have questions about why you have not received that money or how the money is being returned to the customer you will need to contact Stripe. Requirements for Stripe 3DS If you are using Stripe for your payments, then you need to have enabled rules to triggers for 3DS in your Stripe Radar settings. You can find them here in your Stripe Dashboard: https://dashboard.stripe.com/settings/radar/rules Once you turn on this rules it will automatically trigger 3DS for a card based on the conditions above. But at the end it is your decision if you would like to enable this settings since you are the one who knows the best your business needs. If this is something you would like to explore further, you can check these documents here: https://stripe.com/docs/payments/3d-secure and https://stripe.com/docs/radar/rules#request-3d-secure Incomplete transactions in Stripe In newer versions of the Stripe module for Simplero, you will sometimes see incomplete or canceled payments in your Stripe dashboard which have the label ‘Incomplete’. This is expected behavior. The reason that these payments are created is because of the transition from the legacy Stripe Elements to the newer PaymentElement. With the new PaymentElement, a PaymentIntent must first be created before the element is displayed. This initial PaymentIntent has an Incomplete status when it is created, and they are not associated with a Simplero order yet because an order has not yet been placed. You can learn more about it in Stripe Support Third-party integrations.

When a PayPal Payment Doesn't Show in Simplero

If no Paypal payments are registering in your Simplero account but showing as completed in Paypal, there is likely a missing setting in you'll need to adjust in Paypal. If that occurs, try these steps provided to us by Paypal in order to resolve. This will not impact old Paypal payments but any payments going forward would start showing properly in Simplero after following the steps below: Click your name top right corner >> Account Settings Click Notifications >> Instant Payment Notifications (IPN) >> Update Put in any Notification URL (http://example.com), choose "Receive IPN messages (Enabled)", and press Save. 4. Now select "Turn Off IPN" 5. Confirm Turn Off IPN You should now see this screen: And things should work as expected.

QuickPay Payment Doesn't Show in Simplero

My Customers QuickPay Transaction Didn’t Register in Simplero What happened here is QuickPays server didn't communicate with us that the payment was successful. As this is on QuickPays side there is nothing we can do about that. Sorry. However, what you do need to do in Simplero is register the payment manually. This is VERY important in order to keep your accounting accurate and avoid any discrepancies. Log into your QuickPay Manager and confirm the payment went through. Once you've confirmed the payment you'll need to register the payment in Simplero Select the Products from your Simplero Dashboard Select the Purchases tab Locate and select the customer's name Scroll down to the Charges & Payments box and select the Register payment... button Type in the amount received, select the date paid and the method. I'd also recommend typing a comment like "QuickPay Network Error". Be sure to double check the amount is accurate. Once all looks correct, click Register Payment button to complete. The purchase will now have a registered payment.

Why do my customers have to manually go in and pay the next installment/renewal of their subscription?

There can be four reasons for this: The customer is paying via PayPal and the payment processor is set to request manual payment (instead of automatic). You have a payment processor that doesn't support recurring/subscription charges (with Nets you need to have a separate agreement with them). You haven't told Simplero that your payment processor supports recurring charges. You will need to check and set up your payment processors. Select Settings from your Simplero Dashboard Select the Payment processors tab Make sure to enable Quickpay as one of your payment processors The charge is declined because the card is expired, there are not enough funds, the card is revoked, or the issuing bank is having a bad hair day (LOL). If this is the case, you'll see the message we get on the invoice, on the purchase, and in more details under Transactions. What you see is all we know.

Troubleshooting Payments and Refunds

Giving Money Back to a Customer Sometimes you'll be in the position of needing to give the money back to a customer. It happens. Maybe they purchased using the wrong price or decided they didn't want your course anymore. Maybe you are granting them a discount after-the-fact. There are several ways to give the money back to a customer. Which one you pick will depend on your exact situation. Refund You can choose the amount to refund (can be full or partial) This will always cancel the participant's access to membership sites if access was granted through the product If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the purchase has been refunded and cancel their access Watch a Refund in Action. Issue a Credit You can choose the amount to credit You can choose whether or not to cancel their access to any membership sites that was granted to them via the product If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the credit has been issued Watch a Credit in Action. Return Money You can choose the amount to return You cannot cancel access to membership sites this way If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the money has been returned For all of the above options, if you choose 'don't touch the money', Simplero will not generate an invoice for the customer. If you do have Simplero initiate a money transfer in any way, then Simplero will generate an invoice and send it to the customer. Possible Problem: We've Been Overpaid Simplero will always try to ensure that the payments and charges are in balance. If the system thinks that you owe someone money it will tell you so. This happens if you return money to someone, or issue them a refund or credit without 'touching the money'. This looks like the following: To resolve this, click the "Register Payment" button to tell Simplero that you have already given the person back their money. A screen like this will appear. Tell the system (by using a negative amount) that you have given the person the money and fill out the other fields as applicable. Troubleshooting Payments People often need to understand exactly 1) what is expected to happen with a purchase and 2) what did happen with that purchase. The tabs in the Charges & Payments section of the purchase record will spell it all out. It looks like this. Click through the tabs to learn the details. Charges - What Simplero thinks you are owed, or what you owe the customer. Payments - How the money actually flowed. Statement - Charges and payments chronologically, with a running balance. Transactions - The underlying credit card or other online payment transactions. Transactions are the one you really want to focus on if you are troubleshooting. Open this tab, and then click on the TRX ID number to see exactly what your payment processor told Simplero about this payment. If your issue is not addressed by this guide, please see this one about troubleshooting payment processor issues.

Viewing Custom Questions On Order Forms

Custom fields on order forms are a great way to collect information you want to know about your participants. Maybe you are a business coach wanting to know more about their business or maybe you're a yoga instructor wanting to know what level your student is. Where does this information go after your participant has completed their order form? The information is found in your customer's purchase screen. This can be accessed through the Purchases tab under the Products. Select Sales from your Simplero Dashboard Select Products from the dropdown menu Select a product from you products list Select the Purchases tab or Participants tab Select the customer's name Scroll down to the Participant section and you will see all the questions you have asked and answers

Changing a Participants Email Address

We do everything we can to catch common typos (like gmial.com), but we can't catch everything. Sometimes people just hit the wrong keys. WARNING! - This will create a different Simplero ID linked to the new email. If your member has a Simplero ID that they want to keep, first they will need to follow the steps in this guide to change the email linked to their ID. After they do that, they will need to let you know so you can follow the steps on this guide and make sure they keep access to their content / emails. Here are the steps to fix this: Update Email address Select Contacts form your Simplero Dashboard Select All Contacts from the dropdown menu In the Search field, enter your contact's name Click on the contact and you'll be directed to the Contact Info page Click the Edit hyperlink as shown in the picture below In the Contact info page, type the new Email address Scroll down to the Purchase and participant info section and check all the places that the email address needs to be updated Click the blue Save changes button While in the Contact Information page, scroll down to the Purchases section and select from the product list Scroll down to the Participant section and remove the Simplero ID: Also, if the switch next to "Emails:" says "OFF", which it might do if the email has bounced, switch it back to "ON" Once that's done, you can send a new one Once that's done, you'll see the new Simplero ID We realize this isn't as simple as we'd like it to be, and maybe we'll come up with a good way to make it simpler in the future, but this is how you do it.

Store Credit: What It Is and How to Use It

What is Store Credit? Let’s say your customer overpays their subscription. Instead of giving them a refund, you can give them store credit to use on their next installment. Similar to the way this works in a brick and mortar business, store credit is extra money the customer pays that can apply to future purchases for that customer instead of being refunded. Store Credit When Upgrading/Downgrading Store credit is applied to a purchase when the customer downgrades to a cheaper price or switches to a cheaper Membership Level. The system will prorate the extra amount they paid as store credit for the customer. See our guides on Upgrading/Downgrading Your Subscription and Membership Levels. Downgrading a Subscription Price When the customer downgrades their subscription to a cheaper price via their Manage Payment page, they’ll see the amount of store credit to be applied under the Prorated credit section: After they change their subscription, the purchase page will show as follows: The system will now pull the payment from the store credit amount for the charge each period before it switches back to charging the customer’s card. Downgrading a Membership Level If the Membership Level settings for “When should the upgrade/downgrade apply?” are set to Immediately, this means the system will issue store credit when they downgrade: When the customer downgrades their subscription to a cheaper Membership Level via their Manage Payment page, they’ll see the amount of store credit to be applied under the Prorated credit section: After they downgrade their membership level, the purchase page will show as follows: The system will now pull the payment from the store credit amount for the charge each period before it switches back to charging the customer’s card. Manually Transferring Store Credit to a New Purchase Store credit can also be manually transferred to new purchases. For example, let's say the customer overpaid $200 when purchasing from you: They can be given store credit and then the Admin on the account can manually enter those $200 onto the next purchase that the customer makes. To mark the over-payment as store credit: Go to the customer’s new purchase where you want to add the store credit, and select the Register payment… button: Add the amount as a positive number to signal that THEY paid YOU this amount. Select Store Credit under the Method, add a Comment if you prefer, and then press Register payment: Note how the purchase now shows that it will run the next charge at the end of the period using the available store credit: Note: This will show a yellow warning in the purchase stating that we’ve been overpaid. This is expected and will disappear as soon as the store credit is used. The reason for this is that the system understands the store credit as a payment so there will effectively be more amount paid in the account than invoiced. Store Credit with the Manual Payment Processor You can also give your customers the option to purchase from you using their available store credit 🎉 To do so, it’s very simple! Click on the gear icon in the top right-hand corner of your dashboard, and select Payment Processors from the dropdown: Store Credit will already be listed as a default Manual Payment Processor option. Toggle the button next to it to enable it: Now Store Credit will show up as an available Payment Processor option on any order forms that allow the Manual Payment Processor: For more information on our Manual Processor, check out our guide. Important: You cannot refund store credit that’s been issued on a purchase! If you try to return the money, you’ll see the following error: You’ll need to follow the instructions above to manually apply the store credit to a new purchase instead.

Invoices and Tasks

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See and analyze all revenue on the invoices page. You’ll find a summary of your Revenue, Taxes, and Affiliate Commission's summary and a detailed table with all the invoices that have been processed through your Simplero Account. You can also check your Transactions, Tax Reports, and Stripe payouts.

Schedule automated tasks for you and your team. Set up steps on your automations to automatically create a task for you and/or your team members.

Invoices

To be able to see all the generated invoices in your Simplero account navigate to the Sales >> Invoices page. At the top you’ll find a summary of your Revenue, Taxes, CC fees and Affiliate Commissions summary and a detailed table with all the invoices that have been processed through your Simplero Account: By clicking on the three dots on the top right corner you’ll also find Transactions, Tax Reports, and Stripe payouts. If you are looking to edit your Invoice Settings check out this guide.

Tasks

NOTE! Tasks is an Advanced management feature available on the Skyrocket plan. It allows you to manually: Create a task Assign it to a team member Set up a due date Complete tasks Navigate to Sales >> Tasks in your dashboard: 🤖 Now set up all the above as part of an automation You can add steps to your automations to automatically create a task for you and/or your team members: Once the task has been created, you can change the task status to Pending, Completed, Cancel, as well as Delete and Edit the task from the Task page: You can complete the task from the table: And if you click on the task name, you can view the details of the task from the task viewer on the sidebar: Notifications Admins will receive an automatic email notification in the following instances: When a task is assigned to you 24 hours before the task due date At the task due date 24 hours after the task due date Go get your tasks done! ✔️

Pipelines and Deals

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Customer Journeys manager to have an overview and control of the different stages your customers go through from the start of an offer to delivery of the purchase.

First define the journey, the pipeline. Add stages including automatic triggers. Then Create Deals linked to a contact, a product, and a sales representative that will manage the deal through the Pipeline.

Pipelines

What’s a Pipeline Pipelines are a visual representation of your sales process (or any process you take your leads or customers through). We make it simple to track leads, interactions and sales. Deals might not always end up in successful wins but there are many steps that go from the start to the end of a pipeline which could make a huge difference in the end result. It’s a great overview to analyze what works and what doesn’t in your sales process. Define the pipeline stages. Set up automatic triggers when Deals get added to a stage. Add any Custom fields to record specific details about your Deals. Edit the Pipeline Navigate to the Deals page under Sales, choose the Pipeline (you’ll have one by default), then click on Edit Pipeline under the “…” menu. You can also access the Pipelines settings page through your Account Settings > Pipelines. Edit the Pipeline name on the pencil icon next to it. To edit the pipeline stages click on the Edit icon at the far right. Add a Stage We call each step on the Pipeline a Stage. You can have unlimited stages and you add them using the top right corner button ‘Add a stage’. The first step is generally on an Open status and refers to the first steps on the caption of the lead, for example, an opt-in process. You can set up a win probability as a reference point as well. The Won stage is self-explanatory. Once your Deal has purchased the product, it can be moved to the Won stage. In fact, we can also move it automatically for you if you turn on the switcher on the Won step. You’ll want to add a Lost stage so you can place those Deals that don’t end as Wons. Abandoned is probably the most optional stage although it might be helpful in some cases, for example when a Deal doesn’t qualify. Lastly, add triggers when Deals enter or exit the stage. Set up Custom fields Any custom fields added on at the Pipeline settings level will then show on the Deals modal. You can use it to record particular info related to the Deal such as Phone numbers, Shipping addresses, etc. Click on the top right Settings icon: Then Add a Custom Field, and pick from the right-side bar to add a Custom Field to the list: You can see where these custom fields are used in the next lesson, Deals. Create additional Pipelines It’s really easy to run multiple Pipelines at the same time in Simplero. Navigate to your Account Settings > Pipelines, then Add a pipeline on the top right corner. Choose whether the pipeline will be used for Deals or Tickets. You can change to a different Pipeline on the Deals (or tickets) page using the dropdown on the top left.

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Deals

Deals are your sales prospects, moving down the Pipeline as they approach the closing stage and become clients. They are located under Sales > Deals. Or from the Pipeline page using the ‘View deals’ button: Create a Deal Select the Pipeline, then To add a new deal, click on ‘Create deal’ on the top right corner. You can create deals from your existing contacts list if they are already leads or customers on your database. If not, just enter the Deal name or create the contact on the fly by typing their name. You can also link the Deal to a Product on your Simplero account, enter a value, and assign an owner from the account administrators list. Any custom fields added to the Pipeline will also be available when you create a new deal: Kanban Board The deals home page is a dynamic kanban board where you can perform actions to one deal or all of the deals on the stage: Delete a deal Move to another stage Move to another pipeline Set product Set value You can also drag deals from one stage to another really easily! You can add notes to the deal so keep track of every little detail and progress that has been discussed with them. Click on the Deal’s name. Then ‘+Add note’. Note! You’ll notice there’s a Total amount and a Weighted amount right at the bottom of each stage column. We calculate that based on the Win % you’ve set up on the Pipeline > Stage settings. On the example above, the total amount is $40.00. Since the stage win probability is 15%, the weight on that stage is calculated as $40*0.15 = $6.00

Sites

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In Simplero, users can create different types of memberships and offer access to exclusive content such as courses, webinars, videos, blogs, forums, and digital products. Implement customizable themes and templates to ensure each site is unique and personalized. The platform aims to simplify the process of managing memberships by providing all the essential tools in one place.

Creating a Site

Sites are built on the same platform as your Simplero site. So they'll be brand-consistent, modern, and beautiful. They even use the same page editor as your main site. Sites feature a Blog, a Forum, a Member Directory, and Engagement Badges. Sites also feature Courses with a structured curriculum and support for quizzes as part of the lesson plan. Creating a Site Select Content from your Simplero Dashboard: In the Sites tab, click the + Create new Site button in the upper right corner: Enter the site name, and pick the type of site. This will set up some of the Community features for you. The functionality you get access to is the same in all three types so don't worry if you are not too sure which one it falls into or if you are creating a hybrid :) Just pick one of them and you can review the configuration later. Press + Create site: Once your site is created, you will be able to click on the Pages tab and Create a new page on the top right corner: Site Configure Settings Navigate to the Configure tab: There are some settings specific to the site that you might want to know a bit more in-depth before launching your new site: Using a Custom Domain If you own a domain and would like to link it to your site, click on +Add domain: NOTE! If you haven't set up your domain on your Account Settings, you might need to do so following the instructions on our guide on utilising a custom domain. After logout page Closed Sites (see Site URL section below) would only allow access to contacts via log-in. This also means they will be able to log out using the profile dropdown on the top right corner of your Site. By default, we will redirect the end-user to your Main Site, unless you add a URL on the "Redirect after logout" Advanced settings :) Access to Your Site You can make your site publicly available or control access: If private, you'll have 2 options which you can combine as well: 1. Allow users to join for free with a Join page Which looks something like... 2. Customise a message on the login screen under the Site URL section: In combination with the Join screen it will show the login custom message on the popup: Member Directory Scroll down to the Community features section: If you disable the Member directory, your contacts won't be able to tag other members on any comments on this site. When enabled, you will be able to add it to your Site via Layouts & Navigation (here’s our guide on how to do this): And this is how it will look like on your Site when it goes live: You can default new members privacy settings to be hidden on this site member directory on the Advanced Settings below: Adding Sign-up Forms Using this section, you can add a sign-up form to a page within your Site. Simply select the + Add signup form button, and you can choose any of the sign-up forms you have created within your Simplero account: Email Settings Meta Data Allow showing SEO data when sharing a closed site URL in Facebook by checking the box at the bottom of this section: Once it’s been enabled, navigate to Site >> Pages >> SEO to add the Meta Title, Meta Description and Social Sharing Image for each page when sharing the closed URL on Facebook: You can also go to the Settings for a specific page from Site >> Pages >> Settings icon to add this information individually under the Search engines and social section: Launch your Site Once you are ready to Launch your new Site, click on "Launch site now" from any of the tabs. Connecting a Site to a Product or a List Select Sales from your Simplero Dashboard. In the Products tab, select the Product you want them to purchase to get access to the Site. Go to the Content tab: In the Courses & Sites section, check the box next to the Site that you want to grant access to via the product: Scroll down to the bottom of the page and click the Save changes button. Our team built a Demo Site to give you a better idea of how it looks like as an end-user :) Click here for access to our demo site Cloning Page to Another a Site Want to copy your site pages onto a new site? Head to Site >> Pages Select the pages you want to copy and choose Select action: Clone to another site: Choose + Create new site to create the new site and copy this page to it: Or clone them to another existing site by selecting it from the dropdown instead: If you get stuck while building your amazing new site, contact Simplero support. We're here to help!

Site Pages

Once you’ve created your site, it’s time to add your pages to it! In Simplero, there are a whole bunch of pages that you can add. Let’s dive into the options! 🚀 Which Page Should You Pick? Each of these pages has different options and uses. Let's take a closer look at each one: Pages - Allows you to design a page on your Site. Here are some ideas for pages you can build: A simple welcome page with a video at the top, welcoming members to your site and showing them where to get access to what they paid for. It could even include a course catalog so your customers can quickly get to the course they want to access. A sales page to up-sell members to other products that exist within this Site or outside it. Here's our guide on how to use our page builder - bookmark and refer back to that as you build out your pages 🤓 Favourites - Course lessons can be saved as favourite by your members. Add a Favourites page they can easily reach to see their favourite content. Blog and Forum - Here is where you would give access to the Blog or Forum that you’ve been working on in the back end of your Site. Groups - You can set up exclusive Forums that only certain members can access, based on what they paid for. Member Directory - Here is where you can let members see each other. Members are anyone who has access to the Site for any reason. External Link - This is a great way to link to an outside Sales page, a Scheduling Link, etc. Basically, anything you can find on the interweb that isn't created on your Site. Terms and Conditions - This will link to the terms and conditions set up in your Account Settings. Customer Service - This will link to the email address for support that you added in your Account Settings and can exist in the Navigation menu and Footer (wherever you choose to add it). Once you have decided on the page you want to add, below are step by step instructions for managing that page. NOTE! You must have at least one published, non-hidden page on a Site to serve as the home page. Otherwise, your members will not be able to access the Site. You can check out our Demo Site right here! How to Add a Page Select Content from your Simplero Dashboard Choose Sites from the drop down menu Select the Site you want to add pages to Press the Edit layout & navigation button in the top right-hand corner: Press the + button on the left next to Main navigation, and choose the Page you want to add from the popup list. In the screenshot below, I chose to add a regular Page so I can build it out: Once you choose the Page type that you want to add, this will create the Page and add it to the list of items on your Navigation menu on the left. You can then click on the title of the Page to go to that page directly (if you chose to add a blank Page): You can also press the pencil icon next to each menu item to edit the label we display on the Navigation menu for that page: To add a subpage, simply select the + sign beneath the Page you want to be the mother page, choose + Add under this and follow step 6 to add a page and customise the title: To rearrange menu items, just drag and drop the titles. NOTE! Head to this guide for more information on how to use the Layouts feature 💥 How to Edit an Existing Page Select Content from your Simplero Dashboard Choose Sites from the dropdown menu Select the Site you want to add pages to Select the Pages tab Click the page name or the Edit icon on the far right: You will be redirected to the Editor screen. Be sure to review our guide on how to edit the sections and elements on the page. In the Sections column on the right side, you can add or delete sections, or move the sections around: Click the pencil icon next to the title in the top left-hand corner to change the page name: Press the three dots in the top right-hand corner and choose Settings from the dropdown menu to update the URL, Search Engines and Social Settings and Publish Status: Make sure to press the Save changes button at the bottom. How to Remove a Page Select Content from your Simplero Dashboard Select Sites from the dropdown menu Select the Site you want to add pages to Select the Pages tab Check the box next to the Page name you want to delete. Now you can delete the page two different ways: Press Select action… choose Delete from the dropdown menu, click OK to confirm: OR press the Trashcan icon and click OK to confirm: How to Limit Who Can View a Page Pages in a site are published in 3 different ways: Published - viewable all the time. Scheduled - they become viewable at a specific point in time. Dripped - only viewable when you give access to it manually or via a trigger/automation. NOTE! This option only appears when the Site is closed to the public and requires a login. A few notes about Dripped Pages: This works great if you want to have a page on a Site that is only viewable by a select group of people. For example: If you have a membership with different levels (Bronze, Silver and Gold) and you only want this page to be visible to the Gold level - set the page to Dripped, and grant access to the Gold purchasers via a trigger or automation. The Dripped option only appears when the Site is closed to the public and requires a login. Favourites Your members can save their favourite lessons across your site courses using the heart icon displayed on the Course Overview: Also on Individual Lessons: Favourite content is saved at the site level and can be reached on the site URL /favorites (simplerosite.com/favorites). Adding a Favourites page to your site will improve your members’ experience as they will have their favourites handy from anywhere on your site: Head to Content >> Sites >>> Choose the Site Press the Edit Layout & Navigation button Select Header & Navigation: Toggle Favourites ON to add it to the Navigation Menu: Blog and Forum Before you add Blog or Forum pages to your Site, you’ll need to enable them first: Press the Forum and Blog tabs: Press Enable the blog or Enable the forum: Press Enable blog and adjust the Title on blog page and Community Features: Press Enable forum and adjust the Forum page title, set the Moderation Settings for Forum Posts/Comments, and add Intro Text: You can always have a look at the Forum and Blog pages (before you add them to your Site header) from the admin page: Member Directory The Member Directory is enabled by default. It allows members to share their profile info and get tagged in posts and comments. If you’d rather disable the member directory, navigate to the Site >> Configure >> Community Features section and detoggle the Member Directory option: If you keep it on, you can choose to hide new member’s profile from the member directory and mentions by default if needed. Members will need to be logged in to access the Members page, where they'll find who’s a member of the site, the date they became members, and their time zone: On each member you'll find their time zone, any engagement badges they've been awarded, and their activity on the site:

Site and Page Access

If you need to give the customer manual access to a site or page, follow the steps below: Give Manual Access to a Site to a Single Contact (not through a Purchased Product) Go to the customer’s contact record Scroll down to the Sites they have access to box and click the Give manual access to a site link: Select the Site you want to give the customer access to: If you want to give the customer manual access to an additional Dripped Course, Page or Group, locate the site they now have access to and press Manage access: Select any Dripped Courses, Pages or Groups you want to give the customer access to: NOTE! Giving access to a site from the contact record does not send an automatic email unless the site is closed (in which case we will send them the system-generated login email). Remove/Revoke Manual Access to a Site to a Single Contact (Who Received Access Manually) This will remove the contact’s access to the site that was granted manually. If they also purchased a product that gives access, they will continue to have access to the Site through that product (and still receive NOTE! If they also purchased a product that gives access, they will continue to have access to the Site through that product. Go to the customer’s contact record Scroll down to the Sites they have access to box Press the trash can icon: Remove/Revoke Access to a Site to a Single Contact (Who Received Access From a Product) This will remove the contact from the Site, while they remain listed as a customer of the product that originally granted them access to the Site. NOTE! They will still receive broadcasts sent to that product's customers. Select Content from your Simplero Dashboard Select Sites from the dropdown menu Choose the Site Select Members tab Click on the contact's name to open their Site Activity page Select the three dots at the upper right hand corner of the page and select Delete member from the dropdown: 6. Click OK to confirm: Remove/Revoke Access to a Site to a Single Contact (By Cancelling Their Product Purchase) Select Contacts from your Simplero Dashboard Select All Contacts from the dropdown menu Locate and click on the contact name You'll be directed to the contact overview page In the Purchases section, locate and click on the product where they have access to the site You'll be directed to the Purchase page. Click the Cancel button in the Purchase summary section and click OK to confirm cancellation of purchase: Give Access via a Trigger or Automation Add a Trigger to a product where you want to create a new step in your automation Select Sales from your Simplero Dashboard Select Products from the drop down menu Select the product you wish to give a trigger to access Select the Participants tab At the top of the list once participants have been selected, click the Select action... drop-down menu and select the option to "Give access to a page or a site" Remove Access via a Trigger/Automation You can also set up a trigger or add a step in an automation that removes access to a site or page, should you want to do that. Follow steps 1-4 above At the top of the list once participants have been selected, click the Select action...drop-down menu and select the option to "Revoke access to a page or a site" Remove Access to a Site for an Entire Product or List NOTE! Doing this means that all existing and future purchasers of the product will not have access to the Site. Select Sales from your Simplero Dashboard and choose Products from the dropdown menu OR select Contacts from your Simplero Dashboard and choose Lists from the dropdown menu Select the product/list name you want to remove access to Select the Content tab In the Courses and Sites section, uncheck the box next to the Site name: Scroll down and click the Save changes button Login credentials email As soon as your contact receives access to a site, we will (by default) send them an automatic email with information on how to access their content. If you would like to send their login details in a custom email that you create (such as an Auto-Responder or Automation Email), scroll down to Content settings and check the following box: Let participants of a product set up their Simplero ID and Password If you want the participants of your product set up their own Simplero ID and Password right away instead of receiving auto-generated login information, head to this guide.

Site Forum

The forum is an great way to foster community in your Site - but you can still turn it off from the Settings screen. Let’s dive in! To access the forum settings: Select Content from your Simplero Dashboard In the Sites tab, locate and select the site Select the Forum tab Toggle the switch ON to Enable the forum: Select the Settings icon in the top right corner: Complete the Forum settings: Set Permissions for posts and comments Tell people how to use the forum in the Intro text section: Click the Save changes button Adding a Forum Post Select Content from your Simplero Dashboard In the Sites tab, locate and select the Site Select the Forum tab Click the + Add a forum post button located in the top right corner or the middle of the page: Complete all fields and click the Create forum post button to save: Add a Category Select Content from your Simplero Dashboard In the Sites tab, locate and select the site Select the Forum tab Select the Settings icon in the top right corner: Click the + Add forum category button on the right side-bar: Add your category directly in the Forum categories box and press the checkmark to save: NOTE! Members can reorder the comments on a forum post by Newest, Oldest and Top: Newest: Most recent comments will be at the top, in descending order. Oldest: Least recent comments will be at the top, in ascending order. Top: Comments with the most replies will be at the top. If no comments have replies, then the order of the comments will not change.

How to Use Engagement Badges

Create excitement and engagement with your members using Badges! You can add a badge that will display next to your site members' names on post comments in the Site Forum, Blog and Courses. They look like this: Where to Find Badges To find Badges, head to Content >> Sites >> Choose the site. Then press the three grey dots and select Engagement badges from the dropdown menu: There are two types of badges you can assign: System Badges User-Created Badges System Badges System badges will be assigned to users automatically based on the criteria below: 1. Rising Star: A customer who has joined the site within 30 days and makes a post on the forum that has more than five comments by other members. 2. Conversation Starter: A customer who has recently created a post (within two weeks) that has more than five comments by other members. 3. Conversation Booster: A customer who has added a comment recently (within two weeks) that has more than five replies in the thread. 4. Greeter: A customer who has added a comment on a post created by a new member. For example, if a member joins the site and adds a post and another member of the site comments on the post, this badge will be assigned to the commenter. The comment just has to be made within two weeks of the original post. 5. Member Anniversary: This badge is assigned to customers when they reach their membership anniversary and is displayed for 7 days. User-Created Badges To make a user-created badge, click the Create new engagement badge button on the top right corner: Customise the following: Appearance: Emoji, Name and Colour settings. Awarding options: Set when should the badges be given to a contact. What should they get the badge for? Manually - Click here to see how to add badges manually to a contact. Writing forum posts, comments or getting replies as well as when completing x courses or worksheets. How many posts should they have written or how many courses/worksheets they must have completed? When can they get this badge? Any time: Between specific dates: Based on when they joined the site: Revoking options: Set how long you’d like them to keep the badge for. You can also revoke badges manually at any time. NOTE! Both awarding and revoking events run daily at 4 AM EST (unless you award/revoke the badge manually). So don't be surprised if a member just completed a course and didn't get the badge right away 😀 Assign user-created badges manually You can manually assign user-created badges and/or add them via an automation or trigger: Don't forget to enable the Badges feature under Site >> Configure >> Community features for Blog, Course, and Forum badges: That's it! Now you're ready to spice up your Forums, Blog and Courses and engage your members! 🎉

Site Groups

If you are using one Site to hold multiple courses and products and you'd like each community to be able to exclusively connect with each other, Groups is all you need! Groups are exclusive Forums that you can grant access to for specific groups of people within your Site (ie. purchasers of a product, list subscribers, etc). You can organise your members based on the Group they belong to, have multiple forums under the same Site with wider access permissions and broadcast configuration. How to Create a Group Under a Site? Head over to the Content >> Sites >> Choose the site >> Groups tab: Press the + Create a group button: Give it a public and internal name and customise the URL as well as the system default language: Enable/disable the settings applying to the group forum, like adding a prefix to the subject line when sending emails related to this group: Press the Create group button to save your Group! You'll be able to revisit/edit all these settings from the Group >> Settings icon: How to Give Access to a Group? There are multiple ways to give access to a group. The most common are listed below: Product Content tab: You'll need to grant access to the Site before you can give your product purchasers access to the group inside it. List Content tab: Navigate to the list content and give access to the Site and group to your subscribers. NOTE! If your purchasers/subscribers do not have a Simplero ID yet, an orange button will show up for you to set them all up in one click! Manually from the Site >> Members tab: Select the member, press Select action… and choose Give access to a group: How to View Access to a Group? Click on the Groups tab within the Site where you created it. Press the title of the Group. Select the three dots in the top right-hand corner and choose Access to group from the dropdown menu: This will display all of the Products, Lists and Individual Contacts that have been granted access to the Group. You can also grant access to a product and/or list from this page:

Membership Site Blog

Setting up the blog Select the Content from your Simplero Dashboard In the Membership site tab, locate and select the site you want to set up a blog Select the Blog tab Click on Settings icon in the top right-hand corner Check the box to Enable the blog on my site and click the Save changes button: Adding a Blog post Select the Content from your Simplero Dashboard In the Membership site tab, locate and select the site you want to set up a blog Select the Blog tab Click the + Add a blog post button: Complete all the fields: Alternate If you choose to write all your posts in advance and leave them in the Draft publish status you can publish them from the Blog list page by clicking the EYE icon in the far right side of the blog name, next to the trashcan icon: Adding a Blog Category Select the Content from your Simplero Dashboard In the Membership site tab, locate and select the site you want to set up a blog Select the Blog tab Select the Settings icon Click the + Add a category button on the right sidebar: Enter the name of your category in the pop-up screen and click the OK button: Adding a Blog Poster The person you wish to add as a blog poster must be a member of your Membership Site. Assuming that is the case... Select the Content from your Simplero Dashboard In the Membership site tab, locate and select the site you want to add a blog poster to Select the Members tab Locate and click on the member's name to view the member's profile and enable them to post to your blog Click the red Make staff member button located on the right side of the member's profile: This Staff member can now edit, delete posts and comments, as well as post on blogs Further Blog Settings From the Blog Settings you'll be able to: Enable your Blog Change the Blog Title shown on the Blog Page Set up Community Features: Allowing comments on Blog Posts or adding a moderation step Content options on the blog comments: whether attachments and text formatting are available or not. Access the Blog homepage and Blog post Templates Editors using the Site Builder.

One Site with Multiple Products/Classes

Can a Site be connected to more than one product? Yes, a Site can be linked to as many products as you like. Just select the Site from the Content page on any product you want to be connected to the site. Here's how... Select Sales from your Simplero Dashboard Select Products from the dropdown menu Select the product you want to add to a membership site Select the Content tab Check the box next to the site(s) you want to connect to the product under Courses & Sites: Scroll down to the bottom and click the Save changes button Repeat these same steps for the other products you want to be attached to this Site Set Different Pages to be Viewable by Different Products You can set the different pages to be viewable by different products by setting the pages to be Dripped and then release access to those specific products. NOTE! Your Site will need at least one page that is published and not hidden, to serve as the home page of your site. Otherwise, your members will not be able to access the site. Here's how to release Dripped pages to a specific product... Select Content from your Simplero Dashboard and select Sites from the dropdown Select the Site with the page you want to drip Select the Pages tab Click on box next to the Page name, press Select action… and choose Drip… from the dropdown: Go to the product you want to drip access to the page for (Sales >> Products >> Choose the product) Select Content Press + Add Trigger under the Trigger section: Choose the event Participant Activated, select Give access to a page and choose the page: Press the Create trigger button Click the Save changes button (don’t forget this step too, or it won’t save the trigger!) One Site for multiple courses (or classes) If you have one Site for multiple classes and you want people’s comments to only be viewable by that particular class, this is possible! To do this, just make sure each course (or class) is set to Dripped. Then you can give access to it via the Product they need to pay to see it. Now if people who bought other courses (and not this one) log into the same Site, they won’t see the comments on this course (because they didn’t pay for this one). Repeat for all your courses, and you’ll be good to go!

How to Use Drip Content

In this guide: How to Set your pages/courses to Dripped On a Site Page On a Course Modules And Lessons How to Release Access Using Autoresponses Using Broadcasts Using Automations Using Triggers Using a Segment When you want to give people access to content at different times, dripping in Simplero is the perfect feature to use. With Drip pages, you can create evergreen products and drip-content, where a module is released each week after a purchase, regardless of when customers make the purchase. Drip pages also allow you to use the same site over and over again for different groups/classes going through the same course. For this reason, they're optimized for use with Drip and Automations, which are also designed for content and courses that are used by different people at varying times. Dripping Content Each page, course, module, or lesson inside a Membership Site can be automatically dripped out over time using the Drip status. What this means is that the page, course, module, or lesson is ready to go, but when a new customer first gets access to your membership site or space, they won't be able to see it. You have to give them access first either through a trigger, automation, or broadcast/email within Simplero. How to Set your pages / courses to dripped On a Membership Site Page Note: Your site has to be closed to be able to drip pages Go to your site and select the Pages tab Select the pages you want to drip Click on Select action Click on Drip On a Course Go to your Content tab and click on Courses Go to your course settings: Scroll down to the Publish state section and click on dripped On a Module and Lesson How To Release Access: Using Auto-Responses Create an auto-response and schedule it for x number of days after a customer subscribes to a list or purchases a product. Make sure you have set up the content of the list or product to give access to the site or course your drip pages, modules or lessons belong to. Navigate to the Auto-Responses tab. Click the + Add auto-response button. Enter the Subject and fill Send When in with the number of days after signup/purchase you want your auto-response sent, and click the Add auto-response button. Complete your auto-response information: Subject - What customers see (this should stand out in an inbox). Internal name - What admin screen calls the email (only you can see this). Preheader - The first part of your email to grab people's attention in inboxes (this is greyed out). Email body - This is where you type the email that you want to use for the auto-response. Email design template - Choose the email template to use for the 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 Save changes button. At the bottom of the page, below the email body box, you'll have checkboxes next to each page and course content that is set to drip. If you tick those boxes, the auto-response will give access to that content as soon as it is sent. Note: The list or product needs to be giving access to the site/course through the content in order to use that option To Release Access Using a Broadcast Create a new broadcast. Check out our guide on Dripping a Page in a Broadcast for more information on this. Be sure to select a list or product that is giving access to this membership site/space. You can't have additional recipients that don't have access to that same membership site/space; if you do, the drip option won't be available. If you haven't given access to a membership site/space yet, go to the List or Product, then go to Content, under Courses & Sites check the box next to the membership site you want to give access to. Select the broadcast recipients: participants on a product or subscribers of the list edit the content. You'll now see a set of checkboxes under the content editor that you can check to release course modules and lessons on the membership site/space. Check the page you want to drip. This will place a link in your email with the page title. You can use that link in the broadcast, edit the text, or delete it. As long as the box next to the page is checked, the recipients will still get access. Finish adding copy and send the email as you normally would. As soon as the email goes out, whether as an auto-response or broadcast, the recipients will be able to view the pages you selected. To override the pages that a contact has access to, find their contact page using the global search field in the top right corner of your account. Then find the membership site/space in question, and you should see a link that says "Manage access." Click that, and you can choose which drip pages the contact gets access to. To Release Access Using Automations You can also release content using automations. Create an automation: Select Marketing from your Simplero Dashboard and choose Automations from the dropdown menu. Click the Create new automation button in the upper right corner. Give your new automation a name and click OK to save. Click the + Add a step button to add your action step. In your action step, click the drop-down arrow to choose the option "Give access to a site/page/course module or lesson," select the site/page/course module or lesson name and click the Save changes button. Then set up a Trigger on the product or list that starts the automation when someone subscribes to the list or a new participant is activated on the product for the first time. You can do this in two ways: Click on Add a trigger to start this automation at the top of the automation before Step 1. In the Add new trigger pop-up screen, click the drop-down menu to select the option for Participant Activated, first time only, Start Automation, choose Which automation and click the Save changes button. You're all set! After these steps, the automation will be in charge of giving your customers access to the content. NOTE: If you use an automation to release access to a page within the membership site/space, then the automation controls access, not the product. Therefore when you go to the "manage access" link within the client screen in the product, you will not see the page listed as viewable. To Release Access Using Triggers You can also give access to the drip page or course module/lesson with triggers. To release access using triggers, follow these steps: Select Sales from your Simplero Dashboard and choose Products/Lists from the dropdown menu. Select the product or list you want to add the trigger to. Click on the Content tab. Scroll down to the Triggers section and click the + Add trigger button. In the Add new trigger pop-up screen, click the drop-down menu to select the option for Participant: Activated, first time only, Give access to a page, choose Which page, and click the Save changes button. To Release Access Through a Segment You can also give access to a page to people across more than one product or list and without sending an email. Here's how: Select Contacts from your Simplero Dashboard. Choose the Segments tab from the dropdown menu. Click the Create a segment button located in the upper right corner. In the Include section, click the + Add include... button and choose all the products or lists of contacts you want to give page access to (for example, a list, broadcast, product, auto-response, automation, etc.). Then click the Add Member Group button, and this will start populating all the contacts for that segment. Now perform the action for your segment by selecting the Perform action... button from the top action menu. In the Perform an action pop-up screen, click the drop-down menu to select the option Give access to a site/page, choose Which site, and click the Go do it! button. If you get stuck or have any questions about the steps in this guide, contact Simplero Support. We'd love to help you!

Site Redirects

Redirects are a fun feature in Simplero that let you make a pretty or shortened link that lives on your member site domain and directs your followers to anywhere in internet land when they press that link. NOTE! We DO NOT redirect from an existing page or site to another existing page or site - we redirect from a made-up URL to an actual URL page. Press Content on your Simplero Dashboard and choose Sites from the dropdown Select the Site Select the three dots next to the Configure tab and choose Redirects from the dropdown: Click the Add a redirect button in the upper right corner: The Redirect pop-up screen will appear with two boxes (NOTE: You are limited to 15 characters): Box 1: Path on your site - Write the path or extension that you want to appear at the end of your Simplero domain. For example: If my Simplero domain is demo.simplero.com and I type “hello” in this box, the link I’ll share with people is demo.simplero.com/hello NOTE! This URL cannot be a URL that exists already. We DO NOT redirect from an existing page or site to another existing page or site - we redirect from a made-up URL to an actual URL page. Box 2: Redirect to this URL - Paste the URL of the actual page you want them to go to. This could be a landing page you created in Simplero, a Zoom link, or maybe even an order form link. The options really are endless. Click Save and you're ready to use the URL.

Embedding Videos on Your Site

How to Embed Videos on your Site Generally, we recommend using Simplero's media library when adding videos to your site. This makes it possible for us to make the videos fully responsive and usable in different types of content. BUT if you still want to embed a video, usually from YouTube or Vimeo, there are a couple of things to consider to make sure it’s a good user experience - especially if they’re watching from mobile devices. First, Make sure the video you’re trying to embed comes from an https:// source – if it comes from an http:// source it can't be embedded in a Simplero site. Second, Youtube and Vimeo videos are embedded in what are called "iframes”. This causes potential problems, since the iframe has a fixed width. By default, this width is greater than that of a mobile phone, so it'll break the layout when people visit your site from their mobile devices. So, if you want to keep your pages in your site responsive, you'll need to change the width in the embed code for the video. Here's how to do this for YouTube videos: Make sure that the video is set to Public or Unlisted – videos with private status can't be embedded. To make sure your video is set to Public or Unlisted, follow these steps: Go to your YouTube video manager: Click on your Picture profile from the upper right-hand corner and select My channel: Click the blue Creator Studio button: Find and mark off the video you want to change and click the Action drop-down menu: In the "Privacy" menu, choose your setting: Public/Unlisted: Go back to your video, and get the embed code/link: Click the Share option under the video: In the pop-up screen, select the Embed option: Copy the src bit of your embed code: Go to the Simplero page you want to add the video and paste the following code: <p style="position: relative; width: 100%; max-width: 800px; margin: auto;"><iframe frameborder="0" src="https://www.youtube.com/embed/EB8abcdsfdfdsfgreawf" style="width: 100%; height: auto; aspect-ratio: 16 / 9;" title="YouTube video player" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen=""> </iframe></p> Replace the src bit of the code by the src link you copied from your video Click Ok to save NOTE! If you’re using a 2.0 builder page, you’ll need to add the code to an HTML element: If done correctly the video will show as seen below in the editor when you save the source code. When seen in the site from a PC, it is rather small, but your participants can then use the full-screen option, and on mobile it allows the rest of the space to resize properly. Embed Videos From Dropbox Here are the steps if you'd like to embed a video from your Dropbox account. Create public Dropbox folder Upload file in that folder Create shared link --> https://www.dropbox.com/s/up0ywyf8056gjgx/SundGraviditet_traening_v2.mp4?dl=0 Replace dropbox.com with dl.dropboxusercontent.com and remove dl=0. New link --> https://dl.dropboxusercontent.com/s/up0ywyf8056gjgx/SundGraviditet_traening_v2.mp4 Insert new link in Iframe html: <iframe width="560" height="315" src="https://dl.dropboxusercontent.com/s/up0ywyf8056gjgx/SundGraviditet_traening_v2.mp4" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe> Embed Videos from Vimeo You can embed videos from your Vimeo account. In order to do so, Vimeo requires the URL where the Vimeos will be embedded to allow them to play. If you are offering the Simplero App, you will also need to add the app URL: https://mobileapp.simplero.com

Free and Paid Access to a Single Site

A sample site is a great freebie to give away as an opt-in gift or during a sales funnel. With a site, you can give both your paying and free customers access, and restrict certain courses so only members can view the content. Site setup is easy, and we're here to show you how to get yours up and running. To get started, you'll either need to create a new site or edit settings in an existing site. In this guide, we'll walk you through the steps from square one. Create a Site and Give Access to Free and Paid Customers Create a new Site under Content in your Simplero Dashboard. Design your home page. Everyone will need access to this page, so make sure it works for both free and paid members. Publish the home page and launch the site. Add any additional pages you want both free and paid members to have access to and publish them. Create any courses you want both free and paid members to have access to and set them to Published. Connect your list(s) and product(s) to the site. To do this, go to the Content tab within each list and product and check the box next to the Site you want to grant access to: Don't stop here. If you do, both free and paid members have access to all the same things. So now you need to add some exclusive content for paid vs. free members. Add Exclusive Paid and Free Courses Go back to your Site and add a new course. At the Access section of the Course Settings, choose the option Dripped: Navigate back to your Product’s Content tab and check the box next to the PAID course you want to give access to: Repeat step 3, but navigate to your List’s Content tab instead and check the box next to the FREE course you want to give access to. Repeat steps 3 and 4 for each paid and free course you want on your site. As you set up each of these courses, we recommend you turn on the Preview Settings as an easy way to up-sell your paid products to your free members. Adding Exclusive Paid or Free Content Via Pages If you want to add any pages to your site that are exclusively for paid members or free members, you'll need to set those pages to be Dripped. To do that, follow the steps below: Go to your Site and select the Pages tab Choose the pages you want to drip and press Select action… Choose Drip… from the dropdown menu: Then add a trigger, set up an auto-responder, or create an automation to give page access to the desired list or product. You can learn more about dripping pages here. You're all set - now you have free and paid members accessing the same site. Happy selling! If you have any questions or get stuck, contact Simplero support. We'd love to help you!

Dripping: A Visual Representation

The Drip House One way to understand how dripping works is by using the analogy of a house. Your site is the house Your course is a room in the house The modules in the course are a closet inside a room The lessons in the modules are a lockable box in the closet When you make something dripped, you are locking the door to that thing. When you lock the door to something, you have to give someone the key in order for them to access it. They must also have the key to everything that comes before it, in order to access it. For example, if you give someone a key to a closet (a module in your course), but you haven't given them the key to the room it's in (the course itself), then they still can't access the closet (aka the module). Or if you give someone the key to the closet and the lockable box, but the door to the house and the room are locked and you don't have the key, then good luck getting to the box! So make sure that they are being given the "keys" to everything they need, which you give them through either triggers, automations, auto-responses, directly, or by putting it in the "content" of a product. See this guide for how to release access. NOTE! It's unnecessary for you to 'lock the doors' and drip something if it's already locked inside something else that you want people to access at the same time. For example: If you want to release the modules of a course once a week, and want the person to also get access to all of the lessons in that module at the same time, then you would not need to drip the lessons. Set them to published. The 'lock' on the module is protecting the lessons from being accessed so there's no point in dripping them. If you did drip them, then you'd need to give out the individual keys for all of those lesson 'boxes'. You can do that, but it's a lot easier to just make them published. In other words, if you want people to access everything in a site once you give them the key to that site, then set the site to dripped, and everything else within it to published. If you want people to access everything within a course once you give them access to the course, set the course to dripped, and the modules and lessons inside of it to published.

Troubleshooting Site Notifications

If you’re having trouble with site notifications, here are all the steps to troubleshoot. Are the Site Settings Correct for New Members? Select Content from your Simplero Dashboard In the Site tab, locate and select Site name Select the Configure tab Scroll down to the Notification Settings section: NOTE! Changing these settings does not affect existing members. Is It ON or OFF in Their Personal Settings? Have your members check their settings by going to their Notifications Settings on the Site and selecting the notifications they desire. To do this, they need to: Press the bell icon in the top right-hand corner Select the gear icon: Here they can adjust their Notification Settings accordingly: If all is good and they’re still not receiving notifications, have them check their Spam folder. Turning Off All Site Notifications for All Members (From the Admin Side) If you need to turn off all site notifications for your members: Go to your Site and choose the Members tab Select the specific members you want to turn off notifications for OR Select all members Press Select action… and choose Unsubscribe from all site notifications from the dropdown NOTE! - You won't be able to revert that option as there is no option to subscribe them to notifications. Your members will need to turn the notifications back on from their end. In a Space (Deprecated feature) Are the Space settings set to notify? Go to the Configure screen within the Space and scroll down to Community features section Find the section titled "Default notification setting for new members" and make sure the first option is checked so that members get notifications: Have your members click on their profile in the Space In the bottom right below their photo, they can see the email address where notifications are going. By selecting the change button next to it they will be able to check that they have not unsubscribed:

Deleting a Site

To Delete a Site: Navigate to the Site via Content >> Sites >> Select the Site Locate the three dots menu at the top right-hand corner and select Delete from the dropdown: You can also remove a site from the public so that it becomes unavailable to non-admins until you are ready to open it up again via the Configure tab:

Multi-Language Site

Do you serve an international customer base and want to offer your Site content in more than one language? This guide will show you how. First, we’ll create the site content in different languages. Then we’ll connect the contacts to the correct site. Let’s get started! Create Your Multi-Language Site When creating your multi-language site, you have two options: Option 1: Create an identical site for each language. So if you are offering your product in English and in Danish you will have 2 sites. Create a Site in your primary language (this could be your Main Website). Create a second Site in the second language. NOTE! This needs to be a Site from Content >> Sites, since we only have one Main Website per account. You can still set this second Site to be open to the public if needed. Option 2: Create one site with both languages. NOTE! This option will only work if the Sites are both set to be closed to the public. Create a Site. For each page of content, you’ll create one page in each language. So if you’re selling in English and Danish, for example, you’ll have 2 pages for each page of content. One of the pages will be in English and the other in Danish. Set all the pages to be Dripped Create an automation to release access to the pages based on language. If you have content in English and Danish, you’ll have 2 automations: One will release the English pages either all at once or spaced out, depending on how you release your content. One will release the Danish pages in the same manner. Create a Product for Each Language/Currency Create your Product as normal Duplicate the Product and change the Currency Connect Your Products to the Content You have two options based on how you created the content: If you went with Option 1 and created two different sites, then you’ll connect each product to the appropriate site - matching currency on the product with language. If you went with Option 2 and housed it all in one site. Then you’ll add a trigger on each product to start the automation that matches currency with language. What If I Want to Sell Only One Product in a Single Currency and Give Access to the Language the Customer Chooses? You can do this. Here’s how: Create One Product and an Automation for Each Language Create an Automation for each language option. The automation will contain 1 action step which is to add a Tag to the contact. For simplicity, the tag should be the language of choice. For example: If English is the preferred language, the automation will add a tag "English" to the contact Create your Product Set up a Welcome Email as an Auto-Responder to ask which language they primarily speak. Add a link or button for each language they can choose from. Hyperlink each language option to the Autostart link for the corresponding automation in that language from step 1. Connect the Content You have two options here based on how you created your content to begin with: If you went with Option 1 and your content is housed in 2 different sites: You’ll add a step to each automation that gives access to the site that matches that automation’s language. If you went with Option 2 and your content is housed in the same site: You’ll add steps to each automation that drip out access to the pages on the site for that automation’s language.

Chat

There’s no better way for your members to engage with each other than starting a live conversation or reaching out to a group of members to chat about the content, make plans or simply just have real talk. You can enable members to chat amongst themselves in the Site >> Configure >> Community features section: This will add an icon on the navigation menu to access the chat from any page on the site: Click on the Pencil icon, then type in the member/s name/s to start a new conversation or group chat: Click on New group chat to set up a group and choose the users: Then give the group a Name, Description, Image, and press Create: You can view the Chat info by pressing the three dots in the top right-hand corner: Leave Chat Leaving a chat will remove the conversation from your Chat left sidebar. When you leave a chat group, you won’t be able to see any past or future messages or receive notifications of new messages from that group. You can find the option to Leave a chat conversation on the 3 dots menu: NOTE! As an admin, you can access the Chat from the Simplero dashboard header. The chat will always be visible to you within Sites, so you can initiate a conversation with any member at any time. If the Chat toggle is OFF on one of your Sites and any admin starts a conversation with a member, it will shortly make the Chat visible for that member right away. Unread messages are represented with a red bullet on top of the Chat icon: Email Notifications We will send an email notification 5 minutes after receiving a new message on the chat unless: You see the message within 5 minutes. Other messages are added within 60 minutes of the last notification, in which case we won't send a notification for those. Privacy Settings You can disable the chat and screen new chat conversations via Simplero profile page >> Privacy section: You can also control if anyone can message you, Admins or no one: Trigger: Send Simplero Chat Message You can now add a Trigger or Automation step that sends a DM to someone via Simplero chat:

Sites [New Community Experience]

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New Community Experience - Overview

Transform your membership site into a Community hub with the new Community experience. New Community Experience Below is an overview of the differences with the legacy experience: Design upgrades: Courses Member directory Forum Groups New features: Notifications Light and Dark Themes History Calendar page Feed Courses Page Leaderboards Playlists AI-enhanced search Layout & Navigation Style Guides(Replacing themes in the old experience) How do I try it? Check it out how it looks like (only you as an admin) on in your Site clicking on the button: Try out the new experience! You like it? Turn it On for your members too! Navigate to the Site Configure tab and Turn off the toggle: Use the legacy Site experience Design upgrades Courses Enjoy the beautiful new design of your courses overview. As well as a more focused lesson design. Member directory Now featuring members Recently active, Near your location, and Member cards! Forum With a fresh design we have also added little features like ‘Copy link to this post’ or opening comments on a popup. The new experience also supports the Simplero Chat which you can enable on the Site > Configure > Community features section: Groups Easy access to a list of the group members through an elegant second tab. You can search for members, start a chat or access their social media pages. If your business develops in a high privacy environment you can hide the members tab and/or disable mentions at the Group settings page. Your members can also choose to hide their profile from all of the communities they belong to, as well as hiding their location or disabling chat at their user profile global settings Privacy section. We got everyone covered! New features We’ve added some amazing new features that you can’t miss. Notifications The Notifications button at the top right corner shows you new unread comments and posts from the communities you follow. You can also access your notification settings on the dropdown, behind the 3 dots menu. Light and Dark Themes Choose between auto, light, and dark themes clicking on your profile dropdown. History We list video lessons you have watched sorted by most recent. Easy to navigate back to where you left it off! Calendar page You are now able to link your events to one or multiple sites which will automatically list them on the Community calendar pages they belong to. The calendar page has a list view and a calendar view. It also has the option to add to your Google calendar and copy your calendar feed URL. Check it out on our help site: Feed We now show where you left it off on your courses, upcoming events, and forum newest activity. You can access it as /feed on sites, as well as set it as the default homepage for your sites. Courses page You can now add a courses page where we will show a quick overview of all the courses that your members have access to as well as a "pick up where you left off" section: Leaderboards Grant points to your members when engaging with the community, that they can redeem when purchasing products or getting access to additional content from you. Go to your community Configure tab and scroll down to Community features: Pick from your points types or create one on the fly. When you select an engagement point type, we will grant 1 point for each reaction and comment your members get. Your can add a leadersboard page to your community layout so that members can see theirs and others engagement scores: Go check it out on the Simplero Community. Playlists You and your members can now add lessons to your playlists to watch them later and share them with the rest of the Site members. Learn how to configure them in this guide. AI-enhanced search Turn it on in the Site > Configure > Community features section: When your members search on the site, they will be prompted with the AI chatbot to respond to their questions and provide relevant resources: Layout & Navigation You can now easily control how your navigation and footer look with the improved layouts feature! Check it out in this guide Style Guides Style Guides control how your site pages look. Or at least what the default colors and style settings should be. They replace the old themes in the legacy experience. Check out how they work on this guide We will be adding new features in the future, stay tuned!

[New Community experience] Layouts and Links

The Layout settings control how the navigation and the footer look like. Layout settings You can access the Layout on the top right corner: Or from any of your site 2.0 pages. Simple. From the page editor click on the Layout button on the top right side bar: Configure the visibility of the header, and footer hovering on their name. Also per device: Header settings include options like Top or left placement of the navigation, colour settings on light and dark mode, features you would like to give access to your members to, a CTA option, and whether we should make it sticky or not: Footer section would allow you to edit the colours and which elements it should include: There’s only one more configuration left. Navigation and Footer links They are located on the left sidebar which by default will be presented expanded: You can add pages and other type of links to your navigation, footer or not linked links using the plus icon on their right: Note: Sites are created with the footer hidden by default. By adding a link to the footer via the layouts settings, it will automatically set the footer as visible. Have any questions? Reach out to support! We'd love to help you out!

[New Community experience] Style guides

The Style guide controls how your site pages look. Or at least what the default colors and style settings should be. First, switch your site to the New Community Experience. Here’s our guide on how to do that. Once you’ve done this, head to your Site and select the Style Guide tab: You can also select the View site in new tab icon in the top right-hand corner: Then press the “S” menu in the top left-hand corner and choose Edit style Guide from the dropdown menu: Once you open the Style Guide, you have 2 different tabs that control colour settings on different types of pages: builder pages and system pages. System pages: built-in pages such as the Favorites, Calendar or History pages. You can choose a Primary and Secondary color to use on Light and Dark modes. For example, you can control which color the icons and headers should show on the Favorites page: Builder pages: these are the one you create in your site. For example, your home page. These are pages you essentially have full control over their content. You can also pick a different style guide or create one from scratch! Click on the Change button to see the style guides on your account or to create a new one. That’s it! Let the support team know if you have any questions configuring your communities style guides.

[New Community Experience] Playlists

Transform your membership site into a Community hub with the new Community experience. Check an overview of all the new features and upgrades here! Playlists You and your members can now add lessons to your playlists to watch them later and share them with the rest of the Site members. First, add playlists to your Site navigation. Navigate to your Site admin view and click on Edit layout & navigation: Using playlists From the course overview or the lesson view, hover over the lesson to show the Add to Playlist button: By default you will have a Watch later list pre-created for you. You can also create new playlists by clicking on + New playlist. Navigate to the site Playlists page through the navigation, then click on your playlist: You'll find the playlist settings on the right sidebar of the lesson page: You can edit the playlist name hovering on the playlist name: Make it public: it will show for all members on the playlists page. As an admin, you can use this feature to create public Playlists that your members can view! For example, Start here, or Advanced members start here. The options are endless! NOTE: When it comes to making a playlist public…. All members have the ability make their playlists public (not just Admins on the account). When a member makes their playlists public, only the member can edit or delete that playlist (Admins cannot manage members’ playlists). We will be adding new features in the future, stay tuned!

Style Guides: Where Each Color Appears in the System

What happens if I change a color in the style guide? What changes? Below is a list of places that your changes will affect. If you want to learn how to use and change Style guides, go to this guide. Site Style Guides This is associated with one site in particular, so you can have as many style guides as sites you have. For each site, the style guide will affect: Primary color affects... Courses Order forms (when the URL is linked to that site) Product Catalog Blogs - Buttons are created by default using the primary colour Secondary color affects... Courses Opt-in Form colors inside a page System Fonts affect... Courses Order forms Blog Forum Navigation Product catalog Default Style Guides This will be the one used for any place in Simplero not linked to a specific site Primary color affects... Events (Registration and confirmation Page) Worksheets Scheduling Links (Registration and confirmation Page) Secondary color affects... Worksheets Below you can see more details and screenshots of how this will look inside each page: Site Style Guide Inside a Course… Primary color (either for light or dark mode) - Used for buttons (complete button and any other buttons inside the lesson) Color when hovering over lessons Send button color in comments: Secondary color (either for light or dark mode)- Links Complete button tick: Progress bars: On Order Forms... Order forms will use the style guide for the site where they are located. Primary color (either for light or dark mode) - On the Product Catalog... Primary color (either for light or dark mode) - Buttons On Forms inside a page... When you create an opt-in form inside a page, the form will use the colors under the FORMS section of your style guide: Default Style Guide On the Events Register Page... Primary color (either for light or dark mode) - Register Button Add to Calendar and Join now (Zoom) button (show after registration) On Worksheets... Note! If you started in Simplero before February 2025, worksheets will be using your "legacy style guide" unless you delete it or rename it. Primary color (either for light or dark mode) - Buttons Secondary color - Worksheet title Printing button On Scheduling Links... Primary color (either for light or dark mode) - Used in toggles, highlight to indicate the current date, buttons, and text Note: Selected time colour is always gold (cannot be changed) System Fonts System fonts affect every page that is created by default in the system: Blog Forum Order forms (attached to that specific site) Site navigation Events Courses

Courses

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Courses in Simplero help entrepreneurs and small business owners create and sell digital courses. Users can attach engaging content to courses, such as videos, quizzes, and downloadable resources. Simplero Courses are tailored specifically for individuals who want to monetize their expertise by sharing knowledge with a broader audience.

One of the key advantages of Simplero courses is that it enables creators to have complete control over their course offerings without having to rely on other third-party platforms or the limitations imposed by traditional face-to-face teaching settings.

Share your knowledge effectively and build your brand identity with all the tools you’ll need to empower your digital content.

Intro to Courses

The courses feature is a templated structure for creating and releasing course content. The simple module/lesson structure makes it easy for you to create your course and publish your content in a user-friendly format. For example, say you have a course or a membership program where you release new content on a weekly basis. You could set up each week's content as a lesson, and then format your course to be lessons only. Then your participants can click on the week they want to view. You can also load the content in advance and have it published on its own by using the schedule option for publishing. Or maybe you have an evergreen course where you want to release content at different times based on when the participants signs-up. You would be able to do this simply with both the mark as a complete feature and with the dripped content feature. Each course is broken down into modules and the modules are broken into lessons which are where your course content will live. Lessons generally have a primary video followed by some written copy. You can then add additional videos, audio files, PDFs, basically any file that exists in your media library. You can also link worksheets from your content tab to a lesson. Here is our step by step guide on worksheets In addition, when you are all done setting it up, courses allows you to create and add quizzes to help students evaluate the information they have retained. Here is our step by step guide for creating quizzes in your course Note About Publish Status / Access Control Draft make the page not viewable by anyone until you change the status to published, scheduled or auto-published Scheduled allows you to choose a specific date when that course/module/lesson will appear as published to everyone who has access to a site. Dripped allows you to control who can view that page via a trigger, automation, or broadcast Published makes the page viewable by anyone who has access to the membership site, or you can control it further by selecting specific products from the list.

Create a new Course

Click the Create a new course button in the upper right corner Choose the membership site you want to add the course or create one on the go. Fill in the information for your Course settings information and click the Create course button to save

Course Content

Module/Lessons After you set up your course, Module 1 will be ready for you. The Module name will be the title but it is not a page in the course. You can now add additional lessons to the module. Adding a Lesson While on your course screen, click the + button to Add a lesson Click on the lesson name to edit the lesson. The Lesson edit screen will open. Fill in the information about your lesson in different sections you will find: Info : under this section you can add The Lesson title, add a thumbnail image, include information about the author and choose the publish state Content : From this section, you can add the main content of your Lesson, including content such as Media, Worksheets or Quizzes: Additonal content : Add PDFs, videos, audio, worksheets or other media files that course participants can download. Preview : You can select from here what you want to show to people who do not have access to the course: Settings, automation, Triggers: You will have several options regarding the lesson completion: Once all is ready, set the status to Published and then click the Save changes button Repeat these steps for each Lesson you want to add in your Module. Speed up creating new lessons by uploading multiple media files to a module. Click on the 3 dots menu at the far right of the module block. Then Create lessons from uploaded files. Give access to modules manually or automatically after a specific number of days. Click on the Status label at the module or Lesson section far right, then choose 'Dripped'. Two options will now show up: 1. By day: from the day they get access to the course, how long should we wait to give them access to the module automatically Note: If they already have access to the course and you changed it to drip by day, it will give them access based on the date they originally got access to the course in the past 2. Manually/Triggers/automation: You can use several option to release content, manually, setting up triggers, setting up an automation or through a broadcast. You can also set the drip settings up on the module and lesson settings pages. Adding a New Module Select Content from your Simplero Dashboard In the Membership sites tab, select a membership site you want to add a new module Select the Courses tab Select the Course Name you wish to add a new module to Click the + Add a module button In the Module edit sidebar, enter the Title, Description, set the Publishing options, and then click the Create module button If you wish to add a lesson to your module, see the above steps for Adding a Lesson

Quizzes

Quizzes are a great way to help your students evaluate their progress and understanding of the course material. You can now add a quiz directly in Simplero for them to complete before they move on from the lesson or module. Creating your quiz is simple... Select Content from your Simplero Dashboard In the Membership sites tab, select a membership site you want to add a quiz Select the Courses tab Select the Course Name Locate and select the Module you want to add the quiz to Create a New Lesson Convert the lesson into Quiz. You’ll now see the section below to Add questions and Answer options (Questions are multiple choice, each time you add an answer another field will pop-up to enter another answer. Once you've entered all the possible answers, simply check the box for the correct answer, You can also explain why the answer is right or wrong. We will show it on the Quiz page once the participant has clicked on ‘Check answer’. Finally click on Add question to save the changes. You have several optional settings that you can turn on in your Quiz: Show the correct answer after the response has been submitted. Disable access to the rest of the course while the logged in user is taking the quiz. Set up a passing grade before the Quiz can be marked as completed. Set a time limit to complete the Quiz. Select the Publish status option and then click the Save changes button! Your quiz is now live and ready for your students to take. Check it out at the bottom of this lesson or see our guide on taking quizzes to see how it works from their view! Whenever a course participant submits a Quiz response, you’ll be able to see it on the Course Overview >> Quiz column: Responses.

Module Settings

To access the Module settings, click on the Module name. From the Module Editor on the sidebar, you can edit: Title Publish status Draft Published Dripped - Learn more about this feature here. Automatically by day Manually Schedule Description Display settings: Use the site’s color accent color. Learn more about this here. Use a custom color

Lesson Settings

Find the Lesson settings, by clicking on the lesson name which will take you to the Lesson Edit screen. From this page, you can edit the name of the Lesson, the status, content, and its settings. Additional Content Sometimes within a course, you might want to embed the contents of a PDF, video, audio, images, or any kind of media on a course page, that are not the Main Lesson content. You add any media as well as worksheets to your lesson using this additional content section. Add your files/media from your Media Library or by drag and drop You can reorder it using the drag dots on the left. Turn Embed On/Off to either be visible right there on the page or as downloadable links. Edit the settings of a specific file: file description, whether to embed it on the page, and show/hide the download link. Hide/Expand toggle and expand embedded content by default settings: Settings Track multiple completions. For example, workouts, meditations, etc. Always start at 1x speed (regardless of the user setting). (Only visible if you add an audio/video as Main content) Automations Start/ stop automation based on completion of lesson Triggers You can add actions based on triggers : These are the available triggers based on Lessons:

Course Settings

A few settings are specific to courses, and you might not have seen them anywhere else in Simplero. We are going to walk you through those in detail below: Lesson Completion Allowing contacts to mark lessons as completed will make this button below visible at the end of each of the course lessons: Requiring the lesson to be completed will force the end-user to mark the lesson as complete before they can access the next lesson. Lessons further on the course will show locked until the previous lesson has been marked as completed. In the example below, I have completed Lesson 1, so I have access to Lesson 2. Since I haven't completed Lesson 2 yet, I do not have access to Lesson 3 yet. We keep record on completed lessons per member and lesson on the Members and Lessons Analytics tabs: Note: If you activate this setting after your customers begin the course, they will have to go back and mark every lesson as complete that they hadn’t already Podcast feed When enabled, this section on the course sidebar will be available to listen the course lesson as a podcast: Community features To allow comments at the end of the lesson content :) Presentation Decide whether to show the course overview as a list of lessons or modules and lessons, the author and the latest time it was updated. Publishing of the Course In the Settings you will find Access control which will control the overall course. Allowing you to connect multiple products to a membership site, but limit which of those products can view the courses within the site. Published: Means viewable all the time to anyone who has access to the membership site. Scheduled: Means the course becomes viewable to anyone who has access to the membership site on a specific date. and again you can further control this by selecting "Only available to customers who purchased the following products" and select the product you want to view the course. Dripped: Means that you control when someone who has access to the site gets access to the course via a trigger, automation, broadcast, or autoresponder. Preview In this section, you decide what to show to users who don't have access to the course yet. We explain in details how it looks like for each of them on the lesson Course Preview. Certificates If you use Simplero, you don’t need to purchase separate software just to award certificates to the people who complete your courses. You can generate Certificates automatically in Simplero, thus saving money as well as making things simpler for you. Check how to do this in this manual.

Course Preview

Do you have multiple courses in a single membership site? If so, you might be interested in the course preview function. The course preview is a great way to up-sell customers to purchase the other courses available within your membership site. What does it look like? When a course has the preview settings turned on, it will be visible in the course catalog to anyone who has access to the membership site. However, if the contact does not have access to the course it will be grayed out and have a "Preview" banner in the corner, like the "Intermediate" course below. This will help your customers identify which courses they have access to and which additional ones they might be interested in purchasing. They are then able to click on the grayed out course and get more information about it. They will be able to see a course overview, which includes a short description at the top and a button that you can use to direct them to a sales page or an order form. This is what it will look like How Do I Set It Up? To set up the course preview, you will edit 2 distinct areas in your course... The course setting and the lesson. So let's get started... Previewing the course Select Content from your Simplero Dashboard In the Membership sites tab, select a membership site with the course you want to set up the preview Select the Courses tab Select the Course you want to set up the preview Click the Course settings Scroll down to the Preview section. Here you have 3 options for the course preview... Selected lessons - Will show the modules and lessons you choose to preview the lesson title or content. None, which means the course will not show up at all unless the customer has access to it. Just below you can enter your text + images and set the link to tell the button where send them. Once you've made your choice and entered all the information you want them to have about purchasing, click the Save changes button and now let's move on to how to indicate whether or not a lesson will show. Previewing the Lesson Select Content from your Simplero Dashboard In the Membership sites tab, select a membership site with the course you want to preview the lesson Select the Courses tab Select the Course you want to preview the lesson Click on the Lesson Scroll down to the Preview section This section is where you will determine if the lesson will be available to be clicked on and viewed when in preview mode or if it will be excluded altogether from the course overview. Once you made your decision, click the Save changes button and you are all set.

Podcast Feature in Membership Sites (RSS)

The Podcast feature allows members in your course to download and consume the MP3 and MP4 files via their preferred media player. To allow your customers to use the Podcast feature follow the steps below. Select Content from your Simplero Dashboard In the Membership sites tab, select the site Select the Courses tab Locate the Course name and click the Settings button in the far right side of the course name Or, locate and select the Course name and click the Course settings You will be directed to the Settings screen. Scroll down to the Settings section Toggle the option Allow participants to consume your course as a podcast Scroll down and click the Save changes button The option will be visible from the top of the course view: Turning off the Podcast Feature You have two options to turn off the feature: Option 1: Still allow downloads (Turn off the feature but still allow them to download files individually) Select Content from your Simplero Dashboard In the Membership sites tab, select the site Select the Courses tab Locate the Course name and click the Settings button in the far right side of the course name You will be directed to the Settings screen. Scroll down to the settings sections Toggle off the option Allow participants to consume your course as a podcast Scroll down and click the Save changes button When your customers select the "Podcast Link" in the bottom left sidebar they will be directed to their media player and all the media files in that site that they have access to and will be available to them in a list to play/download. Note: Only the files they have access to via their course(s) and that are loaded via the media file feature below content boxes (not the ones linked to or embedded) will download Option 2: Turn off all downloads in your membership site (Not recommended) Go to the configure section on your membership site Scroll down to the advanced settings section Toggle on the option Remove Download Links from videos,audios, and PDF’s Scroll down and click the Save changes button

Course Certificates

If you use Simplero, you don’t need to purchase separate software just to award certificates to the people who complete your courses. You can generate Certificates automatically in Simplero, thus saving money as well as making things simpler for you. Here’s how to do it: Navigate to course settings: In the course settings, make sure this setting is active: Once you activate it, the ‘Certificate’ section will appear in the settings. Activate the certificates: Add an image/logo at the top, edit the text on the Certificate and decide whether you would like to show the completion date and unique serial number. Set up an automatic email to notify your participants of the certificate they earned. Manage all awarded certificates on the top right menu: Awarded certificates. You can also require that your participants pass a quiz (or quizzes) to receive the certificate First, create your quiz lessons. In the quiz settings, activate the passing grade and enter a percentage. Only participants with that grade will be able to complete the lesson and receive the certificate at the end of the course! Want to learn more about course settings? Check this guide.

Course Analytics

Do you want to know how far your members are in the course? How many members completed a specific lesson? How many viewed them? Go to the course and click on ‘Analytics’: Analytics by member Shows a list of member and their statistics: The date they logged in to their course for the first time Last login to the course Total number of logins Percentage of course progress List of all lessons and the status (viewed or completed) by a member. Note: M1L2 = Module 1, Lesson 2 Links to all completed worksheets (click on to view them) Click on the tabs to view them module by module or to see the video analytics: Analytics by lesson Shows a list of lessons and the statistics per lesson: Views by logged-in users Unique views recorded by the logged-in users. Completed number and percentage Video viewers Number of reactions and comments (you can click on the number to view them) If your course is open to non-members and you want to see the total views including non-logged-in members, you can add the “Total views” column: Downloading course analytics You can search, filter, choose columns, reorder, and download the analytics by using the icons on the top. You can also create new views and reorder the current ones so you don’t need to organize and filter the information every time:

Events

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Create new events, update details, share, or establish an event page. With Simplero events, you can set up simple one-time events or reoccurring events that follow a repeated interval pattern, such as daily, weekly, or monthly.

Allow participants to register for an event, receive immediate confirmation, and even cancel their registration if needed. In the event section of your dashboard, you have control over approving or denying registrations manually, with the participant status reflecting the approval process.

Allow participants to register for an event, receive immediate confirma…

Zoom Events

To use this kind of event you only need a Zoom account that you can sync with your Simplero account through a simple integration. If you haven't yet, please see this guide on how to get your Simplero and your Zoom account synced! Once the syncing is complete, you will be able to see the events you’ve created under your Zoom account: If you look at the upcoming events, for example, on the top left you will see : 1- S icon if the event was created from Simplero 2- Z icon if the event was created on Zoom and synced with Simplero If you click on the Event Title and press the pencil icon in the top right-hand corner, you’ll see the settings you can edit from within Simplero (but everything else must be edited on the event in Zoom): NOTES! If the event was created in Zoom and you required registration, they will have to register via Zoom’s registration page. But you can also have them register using Simplero’s registration page if you prefer. The best way to do this is to not require Zoom registration but to edit the Zoom event inside of Simplero to then require registration. If they register via Simplero’s registration page, they will automatically show up as a registrant in Zoom. Why We Generate Login Info If you select Automatic Approval or Manual Approval under the Registration section in Simplero, the system will generate login information for them and email it to them if they use Simplero’s registration page to sign up: If they already have login details, we will remind them they need to log in with those details to see their registration status and access the event details: The same goes for Basic events. Why do we require login info? We generate login information for event registrants so they can reschedule or cancel their spot if needed, and so we can show them the location of the event only after they sign up. Triggers on Zoom Events Under a Zoom event, you will see the same triggers available for all events (when registration is activated) plus these triggers : A participant joins an event. A participant leaves an event or the event ends. Create a Basic Event with a Zoom Location If you don’t want to sync your Zoom account or if you want to use a different account from the one integrated with Simplero, you’ll first need to grab the meeting room link from Zoom (by using a recurring Zoom link, or creating the event in Zoom and grabbing the link that’s generated for it). Then create a Basic Event in Simplero and add the meeting room link that was generated from Zoom to the Location section of the Event in Simplero: Paste the Zoom link in the Link to the event section, and click on save changes: This is how it will be a non-recurring Zoom event created by Simplero: This is how it will be a Recurring zoom event created from Simplero: On the events summary you will see all upcoming events, Under Location you will see if they will occur on Zoom. NOTE! If you create a Basic Event and give it a Zoom location (following the steps above), the participants will not sync with your Zoom account. If you want the event to sync with Zoom, you need to create it in Zoom and use our Zoom integration - see our guide on how to do this.

Creating Calendar page or an Events List section on Your Page

By creating a calendar or list, you can easily show all your upcoming events at a glance. For example, if you are a coach and you want to have a coaching call calendar. Or you want to show all the live events you are doing in the next couple of months. Or if you want your members to have a calendar with all the upcoming webinars that they can join. Any of this can be shown in a very visual and simple way! In this guide, we show you how to create: A Calendar page on your site An Events List section on your page This is what the Calendar page looks like: It is added as a new page to your site. Your members will be able to choose between calendar or list view: This is what the Events List looks like: Pro Tip: Be sure to check out our Mastering Events in Simplero Workshop where our experts do a deep-dive into setting up events in Simplero. Creating a Calendar page on my site Do you want your site to have a calendar with all your events? Follow the steps below: Go to the settings on each one of the events that you want to show. Choose your site under Sites to List on (tip: you can choose more than one site!) Go to the site you want to add the calendar page to and click on Edit Layout & Navigation on the top right corner of your site settings On the left side, click the + sign to add a new page Choose Calendar This will add a new page to your site that shows all the events linked to that site. On the top right corner, your members will have the option to choose between list format and calendar format. Creating an Events List on my page This is an element that you can add to any page. Just follow the steps below: Create your Events (Check our Basic Events Guide if you want to know how!) Go to the page where you want to add your calendar or create a new one Click on + Add Element Choose Events on the right-hand side Once added, you will see some options to personalize it on the left-hand side: Format options Which events - Choose upcoming or specific Limit number of events - Turn on the toggle to choose how many events to show Limit by label - This will only show events that have a certain label. This is very handy if you only want to show some events. For example, if you are a coach and you want to only show your public events. You will need to first label the events that you want to show (check how labels work in this manual) and choose that label on this setting. This allows you to have two different calendars that show different events depending on the label they have been given. It could be handy for academies that have more than one cohort or if you want to create a calendar on your public site different than the calendar on your membership site. Styling - Margin, padding, border and corners Advanced Settings Choose the Advanced tab to access these settings: Shadow Z-Index Show conditionally - Show events based on a condition: By tag By list By product Visibility period - Choose when to start and stop showing this element Background - Image, video and/or color overlay

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 this Simplero feature, Basic Events, you can! Read on to see how simple it is. Create a New Event First Click on Events from the Content dropdown. Click on the Create a basic event button in the top right corner. You will be directed to the events settings where you can set all the details of your event in several sections: Basic info You can fill in the Basic information about what is the event about and when it will take place: Recurrence settings Under this section, you can choose between a one-time or a recurring event: If you click on ‘Recurring’, you will see all the occurrence options underneath: 1. When do you want this event to repeat: Daily Weekly (fe: on Tuesdays and Thursdays) Monthly At a specific time of the month (fe: the third of every month) On a specific day of the week (fe: every Tuesday of the second week of the month) 2. When the Event will Stop recurring After a specific number of occurrences (fe: 2 repetitions) On a specific date (fe: Jan, 1st 2023) TIP! When using links to your recurring events note that the link you can copy to your clipboard on the top right header will always take you to the next upcoming event occurrence. If you would rather link to one of the specific occurrences pages you can copy the link from the Upcoming events section: Registrations settings Under this section you can require your customer to register for your event, and choose how to manage their approval : No Registration: The event page shows the details without needing to register: Automatic Approval: The Register button will now be visible on the Event page for your members to register for the event: They’ll see the confirmation 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: The participant will see their registration as Pending as soon as they Register for the event: The participant will now show under the participant tab with the options to approve or deny registration: Once you require registration for your event (either Automatic or Manual approval) a new section will appear, which will allow you to send a calendar invite to your event registrant by toggling this option On : You can also set a limit of participants to the event when registration is required (either automatic or manual approval). You can customize the message shown below the disabled registration button, as well as a waiting list for them to subscribe to: This is an example of the Event page when its already reached its max capacity: NOTE! If you select Automatic Approval or Manual Approval under the Registration section, the system will generate login information for them when they register and email it to them: If they already have login details, we will remind them they need to log in with those details to see their registration status and access the event details: The same goes for Zoom events. Why do we require login info? We generate login information for event registrants so they can reschedule or cancel their spot if needed, and so we can show them the location of the event only after they sign up. Limit Registration Time You can also limit registration time with Automatic or Manual approval and close registrations a certain period of time before the event: Details From this section you can add the description of your event and include a cover photo or video: Location Under this section, you can share the details of the event location (if it is a physical event, in person) or share the link to the virtual meeting (online): Use TBD (to be defined) if you don't have the event location confirmed yet. You can edit it at a later time :) Triggers Under this section, you can add triggers based on registration settings to the event: Manage your Basic Event You can update the details of an event at any time on the Event admin page: There are several options displayed in the top right corner : Send broadcast: You can create a New Broadcast which will be sent to the Approved participants of the event Copy Link: You can copy from here the link to share with your contacts View Event page: Link to the page that contains the event info and the option to add the event to different calendars. Edit event: You can access from here to the event settings Additional options: From where you can either duplicate or Delete your event Pro Tip: Be sure to check out our Mastering Events in Simplero Workshop where our Experts do a deep-dive into setting up events in Simplero! Note: When adding events on the admin dashboard, they are not automatically added to your Google calendar. You would need to register for them if you want to add them Add a Host On the Events admin custom view, click on the checkbox next to the event and select the action: Set hosts… It will show on the Event and the Calendar page/sections: Time Allocation report Click on the meatballs menu at the top right corner to see a time allocation report showing all admins available and current upcoming booked times.

Media Library

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Simplero offers you an online media library for storing your digital content, such as videos, music, images, documents, and more.

Once you add your digital content to the media library you can use the content all over Simplero without re-uploading it multiple times. Admins can track exactly where each media file has been used (in course lessons, landing pages, etc) as well as upload new versions and instantly replace the previous version wherever it is located on a Membership site.

Uploading Media Files

Simplero strives to support all types of media files. Try it and see! However, if you're considering using something really unusual, do a test upload to make sure it works. Contact our customer support team with any questions or media file issues. Uploading Media Files Select Content from your Simplero Dashboard Select the Media library tab Click the blue Upload... button in the upper right corner Browse your computer for your media file, select it, and click the Open button Do not close your browser until the upload is complete. You can navigate away as soon as the ‘encoding’ process begins. That happens in the background. Editing Alt Text To add alt text for images, you will need to go to your media library. From there, add a column: Choose “Alt text” and click on Update: A new column will show for the Alt text. You can now click on the edit pencil to modify it: For page builder 2.0, when you add an image, you also have the option to personalize it on the right-hand side:

Video versioning

You can replace an existing version of a video using the top right button 'Replace...' Upload the file from your local device The new version will show as uploading at the top Once the new version has been uploaded, it can take up to 30 minutes to be fully replaced. All versions uploaded will be shown on the right side-bar where you can switch from one to another. Use ‘Revert original’ to blast all revisions and revert to the original file version. Find in your account settings the option to remove versions after a week of being added.

Captions, and Subtitles

To add Subtitles to your videos, navigate to the video in your Media Library and locate the button ‘Add Subtitles’ on the right sidebar to upload the .vtt or .srt file and we will integrate them into the video for you. Auto-generated subtitles Simplero’s Skyrocket plan offers Transcripts and auto-generated subtitles in all your videos. We integrate with Deepgram to generate transcripts and subtitles. Find supported languages on Deepgram’s documentation. Go to the asset admin page and click on Transcribe to get the transcription and subtitles generated automatically. Settings If you use captions and subtitles in your videos, you can now turn them on in your Account Settings >> Settings. Otherwise, they will be off by default. If there are any errors on the generated subtitles you can download them, make the necessary edits, and replace them with the new version. Go to the asset admin page, and scroll down to the versions table, then download the subtitles file. Once you’ve edited the file and saved the new version, click on Replace subtitles on the right side-bar.

Transcripts

Transcripts On Skyrocket plan, you can generate transcripts automatically! Find ‘Transcribe’ button on your video and audio assets page. You can set certain parameters when you do, such as the language and if there’s more than one speaker. Simplero integrates with Deepgram to generate transcriptions. Languages supported can be found on Deepgram’s documentation. It may take a few minutes to generate the transcript. Refresh the page to find the transcript, an auto-generated summary and list of topics, at the end of the asset page. Transcripts in Lessons Course participants will be able to: Show/hide video generated transcripts in video lessons (main video content only, not supported on additional content sections yet) Follow the highlighted phrases on the transcript as the video goes on. Click on any phrase on the transcript and we'll take them right to that spot on the video. Check it out live here! Settings If you use captions and subtitles in your videos, you can now turn them on in your Account Settings >> Settings. Otherwise, they will be off by default. Disclaimer! Transcripts cannot be edited once they’ve been generated. Keywords are also not 100% accurate. In those cases where the transcript is not as accurate as you would expect it to be, you can turn them On/Off at the video level on the right side-bar: Show in player and Show in lesson.

Bookmarks

Bookmarks Navigate to any of your video or audio assets to find the Bookmarks section. Edit the timestamp, and the content of the bookmark using the “Edit” icon that shows on hovering. If you are on the Skyrocket plan, and using Transcripts, you’ll be able to generate Bookmarks automatically! They will show up on the lessons page the asset is linked to. Clicking on the timestamp will take you to that point on the recording.

Image Sizes Across Simplero

Below is a resource list of all the different standard image sizes across the Simplero admin settings. Sites/Membership site images Found in your Site Settings Site card image 700 x 380 pixels Favicon - Square PNG with transparent background and at least 48 x 48 pixels in size Logos on a site - At least 32 pixels tall Metadata default image - At least 200 x 200 pixels to be accepted by Facebook Meta Found in the Course Settings Course catalog image 700 × 380 pixels Course and Lessons thumbnails to be compatible with Simplero App view: aspect ratio 16/9 with a minimum width of 800px. For example, 800x450 px. Found in legacy builder Hero image 2880 × 1200 pixels Site Section background image 2880 × 1200 pixels Testimonial image 240 x 240 pixels Blog Featured media 1200 x 800 pixels Featured image on a site page 400 x 400 pixels Product Images Found in the Configure screen of a Product Product catalog image 800x450 pixels (16:9 ratio) Product card image 700 x 380 pixels (see here for more information on how these are used) General Account Images Found in the Email templates under Communications Email header image 600 pixels wide Found in the Colors and Graphics page under Settings Account logo 1000 x 200 pixels Account icon 150 x 150 pixels Email logo: max. 200 x 200 pixels Account header image (accounts with spaces only) 980 pixels wide and less than 400 pixels tall. End User Areas Forum Posts Attachment images 1200 x 800 are recommended but any 3:2 aspect ratio will work

Can You Download an MP3 on an iPhone?

Unfortunately, iPhones don't allow downloading MP3's. We wish they did but they don't. If you want your customers to be able to listen to your MP3's on their iPhones, you can use the Podcasting feature. This works in Lessons on a Membership Site. The file must be added as a "Media File", and not embedded from an outside source. See our guide on podcast setup here. If your user needs a workaround for downloading files to their iPhone or iPad, you can refer them to this End User Guide here.

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Picking a Different Video Still

How Do I Pick a Different Video Still? Say you're looking at a video in your course and want to change the still frame. Or you have a video on a landing page, and the still frame it uses is not what you'd like. Well, this is super quick and easy! Follow these steps Select Content from you Simplero Dashboard Select the Media files tab: . Select Videos from the menu tabs and choose your video Scroll down to the Default still frame section and choose which still frame to use Click on one of the predefined frames, this will now be used as your thumbnail The image that is the current thumbnail will have the thick black box around it. If you'd like to instead have a gif of your video, you'll want to select one of the animated options. They are always the last on the list: Not happy with any of the ones we grabbed for you? Click the play button on the video When the frame you want to use is in view, click the green "Use current frame as the still frame" button: We'll grab that frame in the background and set it as the still frame If you want to generate an animated frame instead, you'll click generate animated fram and it will grab 3 second clip where you paused it: Marketing tip Pick a frame where you look really silly! Why do you ask? It will capture their attention! Especially if it's an animated frame :)

PDF Stamping

PDF stamping is a popular way to discourage people from sharing e-books widely, by adding a text such as to the bottom of each page in the PDF file. It is only available for PDF files distributed through the “Digital downloads” mechanism, not through spaces or membership sites. Here’s what to do: Select Settings from your Simplero Dashboard Select the Products tab Scroll down to the PDF stamping section In the PDF stamp text area, customize the text you want to be stamped on each page of your PDF files to discourage copying Scroll down to the bottom and click the blue Save changes button Go to the Media files and upload the PDF Select Content from your Simplero Dashboard Select the Media files tab Click the blue Upload button in the upper right corner Browse your computer for your PDF file, select it, and click the Open button Do not close your browser until the upload is complete or it will fail Create a digital download product Select Products from your Simplero Dashboard Select the Products tab Select a product from your listed products Select the Content tab from the Summary menu In the Content files section, click the white + Add file button to add your PDF The Add media file pop-up screen will open Select the PDF tab Select the PDF file and then click the blue Add selected button From the Content files section, click the drop-down menu under the heading Stamp Choose whether you want the PDF file to be stamped at the Top or the Bottom of the pages, depending on the layout of the ebook. Scroll down to the bottom and click the blue Save changes button

Protecting Your Content

A common question from Simplero users is "How do I prevent people from taking my content and sharing it elsewhere?" Simplero gives you the choice to either allow or not allow people to download the content you share with your customers and subscribers. We make either one easy! As with any system (even Wistia / Youtube / Facebook) hackers or programmers who have advanced knowledge and software can probably find a way around download-prevention controls. That's not specific to Simplero, that's just how the internet works. We do everything we can to protect your content if you want us to. We strongly recommend that you develop meaningful relationships with your customers, keep an eye out for any unusual activity in your account and don't hesitate to reach out to us via Support if you have any questions!

Editing Images

We've added the Image editor, which is part of the new WYSIWYG editor. It's a neat little feature to make your life a little easier when creating content. Here's how to use it: Add an image using the toolbar in the text editor. If you use the legacy editor, it would look like this: Select the image Click the "Image editor" button shown on the center of the image. This will bring up the Image Editor UI. Alternatively, you can also edit your images from the media file picker. Hover over the file you’d like to edit and then select the paintbrush icon. You can now easily make your images pop without going through the hassle of finding and using a desktop image editor. The Image Editor allows you to make a wide range of changes to your images, from adjusting the contrast to applying filters. Apply Filters: Crop it Adjust the color settings for the image: Focus Add a Frame Apply an overlay Add text directly on the image Add special formatted text Add Stickers Use the paint brush to draw directly on the image

Embedding Content

Note: While on a trial, you won't be able to embed content. This is for security reasons. Once your Simplero account is active, the option will appear. You can embed content in a content box in most places across Simplero: Email body, body content in a course, the text box on a landing or site page. You can do this in the WYSIWYG editor. Click the HTML button located in the upper right corner of the toolbar, the last button the looks like "< >" The Source code screen will open Paste the embedded code where you want it Click the blue Ok button when done and you will be switched back to WYSIWYG mode Script section in Pages Editor When adding a script on a Site or Landing Page, you'll be able to add a Script section instead of using the WYSIWYG editor. Note: It might not always work, because the embed code might interfere with some of the code on Simplero, or other weird stuff, so try it out.

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Insert and Edit Media

Want to include a video in your email? Unfortunately, email clients such as Gmail or Outlook won't show videos in emails. But wait! Simplero is smarter than that. Just insert your video into your email with Simplero, and we'll magically make it work. How do we do it? We take a still frame of your video, put a "play" button on top, and insert that into your email for you. When people click that, the email opens in their browser, and the video plays perfectly. All this is handled for you. All you have to do is click a button and upload the video. Boom! Insert Media From the Media Library This will work in a broadcast, autoresponder, landing page, or anywhere you're inserting media into the body of a content block. In the email Body area of your content, select the folder icon (Media library). The Insert media file screen will open. Select the media you want to insert and click the Insert selected button. If the media is not in your Media library, select the Upload link from the top menu. Click the Browse button to select your media file from your computer. Locate and select the media file from your computer, and click the Open button. You can edit the image appearance such as size and alignment if you wish and/or simply click the Insert selected button. Alternate Option for Inserting Images This will work in a broadcast, autoresponder, landing page, or anywhere you're inserting media into the body of a content block. In the email Body area of your content, select the Mountain landscape icon (Insert image). The Insert/edit image screen will open. Click the Upload image button. Locate and select the media file from your computer, and click the Open button. You'll be redirected to the Insert/edit image screen. Enter the Image description if you want and click the OK button. Alternate Option for Inserting Media in a Content Block Anytime you're working on a page within your Membership site, there's the option to insert media into a content block. Select Content from your Simplero Dashboard. Select Membership sites from the dropdown menu. Select a Site from your list. Select the Courses tab. Select a Course and click the Lesson you want to insert the media file into. In the Additional content section, there's an option to Add media file and/or Add worksheet. Edit an Image We've added the Image editor, which is part of the new WYSIWYG editor. It's a neat little feature to make your life a little easier when creating content. Here's how to use it: Select any image within your page. Click the image editor button shown on top of the image. This will bring up the Image Editor. You can now easily make your images pop without going through the hassle of finding and using a desktop image editor. The TOAST UI's Image Editor allows you to make a wide range of changes to your images, from adjusting the contrast to applying filters. Embed Videos When embedding a video, most client email providers won't allow you to watch the video in the broadcast itself. The viewer will need to click on the video, and it will open in a web browser, where they can watch it. Generally speaking, this means you'll need a still frame linked to the video URL. Simplero handles this detail automatically when you add a video from your media library to a broadcast or a library mailing. When you send out the broadcast, Simplero substitutes the embedded video with the selected still frame. The still frame links to where the video will be played. This all happens behind the scenes for videos in your media library – it won't work if you try to embed a YouTube or Vimeo video in your broadcast. In that case, you'll need to manually insert a frame from the video as an image and link to the video on YouTube or Vimeo. Line Up Pictures and Text in a Broadcast In the email Body area of your content, select the Folder icon (Media library). The Insert media file screen will open. Select the media you want to insert and click the Insert selected button. You'll be redirected to the Insert media file screen. In the Align area, select the Right, Left, or Center Alignment option and select Insert selected button. You can also click any image within your page and select an Alignment button from the menu bar. You can also type your text within your page, highlight it and click an Alignment button from the menu bar. Check out the video below for more details. Note: When adding MP3 or MP4 to a membership site page, they can only be added via the Media File option in the Content area. If you try to add one of those files to the Body of the content area, it will only show as an image. Also, uploading directly from a URL can cause the photo to not be responsive on a membership site page. To get the ideal sizing, it's best to upload via the media library.

Images on Order forms

When editing the order form for a product, there are several ways to show images. The most important image is the product card image, it is set in the Configure menu of the product. The product image appears on the right-hand sides on a computer, and it is on top on a mobile device. The product card image is also used as an icon for the product on the customers' account page. Order form view on Computer: Order form view on a Mobile device: If no product image is uploaded then the logo is used instead. To use a logo as your image: Select Settings from your Simplero Dashboard Select Colors and logos tab Scroll down to Logo section In the Logo for white background area, click the Choose File button to add your logo Scroll down to the bottom and click the blue Save changes button If you don't have a product image and don't want the logo to show, then you can disable this feature. Select Products from your Simplero Dashboard Select the Products tab and select a product from your list Select Configure tab Scroll down to the Product card section Click the option for "Do not show the logo on the product card when there is no product image" Scroll down and click the blue Save changes button

Restricting Downloads

There are a few ways in which you can restrict download access for content that is given to a product. If you have an automated refund set-up then you can restrict download during that refund window You can disable downloads for all You can control downloadability from within a specific product via the content access option. Select Products from your Simplero Dashboard Select the Products tab Select a product from your product list Select the Content tab Scroll down to Content access section and select your desired option Scroll down to the bottom and click and blue Save changes button You can control downloads across your account in your account settings. Select Settings from your Simplero Dashboard Select the Product tab Scroll down to Download limits section Set the number of times each file can be downloaded Set the number of days each download link should work Click the blue Save changes button You can control how to make videos not downloadable, but PDF still downloadable. Go to your Membership Site under Site > Configure > Advanced Settings, make sure that videos, audios, PDFs, etc are set to NOT be downloadable. Then within the course lesson where you add the PDF, click on "Embed": Select the Download option: inherit (from site settings), Show, or Hide. Make sure to do this for all of your PDF's that you want to be downloadable. :) To learn more about protecting your files check out this guide.

Troubleshooting Videos Not Playing

What to Do If My Customer's Video Won't Download and/or Play If videos aren't playing for you, that's a problem. Let's get it fixed. In order to find out what the problem is, we're going to need some information from the person experiencing the issue. Go to this URL and tell us what you see Try in another browser (Chrome, Safari, Firefox, Edge, Internet Explorer, iPad). Is it still not playing? If you can, try another internet provider, eg. at home, at the office, via your cell phone, at your neighbor, a coffee shop, etc. Now we get technical: Make a "traceroute" to "files.simplero.com". Here's how to do that. Go to this URL and tell us what it says your IP address is Also, if we could get: The link to the page where the video is Who is having the problem Roughly what time I know it's a lot to ask, but if you help us get to the bottom of a problem, then chances are that problem is never gonna happen again, and we can all happily watch videos for the rest of this world. Thank you so much!

Troubleshooting Upload issues

How to Deal with Upload Problems Sometimes files won't seem to make it from your computer to our server. Here's what to do when that happens. Select Content from your Simplero Dashboard Select the Media files tab. This is the most robust place from which to upload files Then make sure you (or your family!) are not using up your bandwidth on Netflix or other heavy usage services. Then try again. If the upload is still really slow, or not progressing at all, there are a few things you can do: Restart your browser (and maybe even your computer), and don't open up any other tabs or windows other than the Simplero one. Check your connection speed here (it's the upload speed that's important here) with 1 Mbps upload 100 MB will take up to 15 mins and 1 GB will take 2½ hours, with 25 Mbps the estimated upload times will be 30 secs for 100 MB and 6 mins for 1 GB, all estimates highly dependent on other activities on your network. File size itself is rarely the issue as there is no limit on the size. If that still doesn't seem to do the trick, try another internet connection, eg. upload using your mobile phone, or from a local coffee shop or library or a neighbor. You'll want to try a few different upload locations a few times each. You can use the Add from a URL... button to upload a direct link to a file on Dropbox, Google Drive or even Amazon S3 Usually, that'll fix it, and the next time you try to upload from your normal location, it'll probably work again. The internet is fussy sometimes. Worst case, if you can put the file somewhere that we can get to it, such as with a Dropbox share link, we can download it from there and upload it for you. Just click HELP from your Simplero Dashboard (located on the bottom left of the sidebar - How can we help? button) and give us the URL for the file you want us to upload.

Troubleshooting Lost Images

Some screenshot apps paste images by linking to their repository instead of adding the image to the actual content. If, at some point, those links break or the screenshot file gets removed from that app repository, the image will no longer be available wherever it’s been embedded on. For that reason, we strongly recommend uploading images following the instructions in this guide.

Microsoft Says a File Has a Virus

It seems like Microsoft has decided to flag the domain we use for media files as unsafe, putting up a big red screen telling people to proceed with caution. After a thorough research, we have no reason to believe there's anything to it. What to tell your customers Tell them to either: Ignore the warning Turn off the SmartScreen Filter (see instructions here) Switch to another browser Summary We've reached out to Microsoft and not heard back. We have implemented security measures and scanned all hundreds of thousands of files using leading malware scanners, without finding anything suspicious. At this point, I can't think of anything else to do to resolve this. It's ultimately under Microsoft's control, and they don't seem to be interested in cooperating at all. If anyone has any good ideas or a contact at Microsoft, please get in touch and let us know! The Details The situation seems to be that someone has flagged one of the millions of files uploaded to Simplero as malicious. We have no idea which files it may be. We've reached out to Microsoft, but not heard back, so we're currently fighting blind. We've scanned all the files with industry-standard virus and malware scanning software and not found anything suspicious at all. We'll also be restricting the types of files we allow people to upload, and we're going to restrict access to some of the files already uploaded. Audios, videos, and images should be safe, as well as PDFs, office documents, and the like. Although I have heard cases of Word documents containing viruses in macros, so maybe we need to restrict those, too? Again, since we don't know what we're looking for, and since us removing the offending file(s) may not have any immediate effect on the SmartScreen filter, it's difficult to know of what we're doing is working, and so we have to cast a bit of a wider net than would be necessary if we did have any information to go by. It would seem to me that the right thing for Microsoft to do when this happens would be to contact the owner of the domain and let them know there's a problematic file. It would help users of other browsers, too, to get the file removed. Alas, that's not how Microsoft does business.

Video Analytics

Do you want to know if your members are watching your videos? The average percentage of the video viewed? At which point they start losing interest? When you go into your Media Library and select a file, it will take you to your admin page of the video. Above the video, you will be able to see: Total Playing Time- This is the total amount of time of all of the plays for all members. Average Engagement - This is the average percent of the video that people are watching the video. Average Play Duration - The average length of time for each time time the video was played. Total Plays - The total number of times it's been played. This could be various incomplete times watching the video. Unique Plays - These are the number of different people who've played the video. At the top right hand corner of the media file, you'll have an option to show analytics on the video: When you click to show the analytics, then it will overlay over the video. For example on a different video: If the video has been watched by your logged-in members, you'll be able to switch over the to the 'members' view: As long as someone is logged into their Simplero account, they'll be able to be listed under the members view: Members view will show: Name - This will be their contact name. If you click on it, it will take you directly to their contact record. Email - The email address associated with them. Plays - The number of times they've played the video. Average duration - the average length of time that the specific contact watched the video Last login - The last time that they logged into Simplero. Sites they viewed on - Where they watched the video at. If you have multiple places that your video is hosted, then it would create a new line for the same member but a different site. For example: Note: The video analytics are only for videos added to course lessons and legacy pages.

Worksheets

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Simplero's worksheets are a lot like physical worksheets you might distribute at an in-person workshop or course. They're easy to create, and you can even save responses to review later. As an admin, you can also your member's responses to the worksheets, so you can better support them. Members can also fill out worksheets multiple times, giving both you and your members the opportunity to see growth and changes over time.

Worksheets have a standalone link option as well as the ability to be used in a lesson on your course membership site.

Worksheets

To Create a Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Click the blue Create new worksheet button in the upper right corner: Complete the fields for your new worksheet, such as Title, Description, etc., and click the Create worksheet button to save: You'll be directed to the creation page. Select the grey Add section button: The creation dialog will show up for you to add the first question: Type your question in the Title box Type any follow-up details in the Body box Select the Question format Click the Save changes button Repeat steps 5 - 6 until all questions and text have been added. To rearrange your questions, select the icon with the red dots in the left corner of the question box and drag the box to where you want it: When everything is added and in the right order, then you're ready to share your worksheet! To View Your Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate the worksheet you want to view. Click the Box Icon with an arrow on the middle column of the page: You can also click into the worksheet from the backend and press the same icon in the top right corner to view: To Share Your Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Link Icon in the top right corner to copy it to your clipboard: Now you can paste that link anywhere you want to share it 🎉 To Add a Trigger to a Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings tab underneath the title: Scroll down to the Triggers section, click the + Add trigger button. You can have several triggers fire when a response is submitted. They will each only fire the first time a response is submitted: Complete fields for your New Trigger and click the Save changes button. Click the Save changes button again on the Settings page. To Delete a Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate the worksheet you want to delete. Click the box next to the worksheet name. There are 3 ways to delete a worksheet: Click the trashcan icon on the far right side of the worksheet name OR click the trashcan icon on top of the worksheet list OR click the Select action... drop-down list and select Delete... Click OK to confirm your choice to delete, and you'll be all set.

Viewing Worksheet Responses

Viewing Individual Responses to a Worksheet Select Content from your Simplero Dashboard Select the Worksheets tab Locate the worksheet you want to view To the right of the worksheet name under the Completed column, select the Number icon to view the responses: Otherwise, you can click into the worksheet and view the Responses tab: You will now see a list of everyone who has completed your worksheet: Click on each person's name and you will be able to see the questions followed by their answers. NOTE! Only text entered into the Title field of the Worksheet section will display when you view responses. Text entered into the Body section will not be visible in this view. Viewing all responses to a worksheet at one time Select Content from your Simplero Dashboard Select the Worksheets tab Locate the worksheet you want to view Go to the Responses tab: In the upper right-hand corner click the Download icon and choose the file type you want to download: Questions will be your header and the responses will be in the cells below, with each respondent on a separate line (sample below was downloaded using Excel format):

Worksheet Confirmation

Confirmation page When a worksheet is submitted you have two options of what your customers see. Option 1 is a default Confirmation page Option 2 is to direct them to a custom URL somewhere else To set these up follow the steps below: Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings icon on the top right corner: Scroll down to the After Submission section and choose the option you desire. If you choose option 1 as a confirmation page in Simplero, then you will need to add your text in the boxes below the options: If you choose to direct them to a custom URL instead, then choose Redirect to a URL and paste the URL in the space provided: Scroll down and click the Save changes button. What if you want to give them further information or send them a confirmation email? You can set up a trigger that will send them a templated email upon submission. Here's how to do that... First, go to your worksheet: Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings icon: Scroll down to the Triggers section and click the + Add trigger button: Complete the field for the new Trigger as follows: When this happens: A response is submitted Do this: Send Email Add the Subject Add the email body Click the Save changes button to save your trigger Click the Save changes button again to save the worksheet NOTE! You can also use this trigger option to give them access to a page in a Membership site if you're doing a self-paced course within a membership site. Or to give them access to a product if you want to give them a free gift after completing the worksheet. You have a full range of options via the trigger screen 🎉

Scheduling Links

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Allow people to schedule events with you!

Link your Zoom account to set a location link automatically and your Google account to sync events to your calendar!

Create scheduling links

Scheduling Links are the equivalent of Booking Calendars. When you set one up and share it with your members, they’ll see a Calendar where they can book an appointment (a meeting, event, etc)... with you. Navigate to Content >> Scheduling Links: Click on Create scheduling link, give it a name, description and duration, choose Individual, then select the owner of the calendar and press Create scheduling link: You are now presented with the scheduling link setup page: You'll be able to edit the following settings: Name: shown on the Scheduling Link page. Description: shown on the Scheduling Link page. Form title: Override default booking form title. Duration: how long would you like the duration of the events to be. Availability: select a default availability preset or set up a custom availability. Create events on: tell us which calendar we should use to add events scheduled through this link. Choose no calendar (we don't save the event on any calendar), or your Google calendars. Location: you can choose between: None A Zoom event: if you have an active integration with Zoom we will automatically create the event on Zoom for you too! Google Meet: make sure you pick which calendar to create the event on A Custom URL Collect payment: set up which product order form the user should be redirected to make a payment before the event is scheduled. Custom fields: require additonal info from your clients prior to making an appointment. For example, their phone number if it's intended for sale calls. Then add them to the event summary page by turning the toggle Append custom fields onto the event description ON. Include additional event info: shown in email notifications and the event page after someone schedules an event. Redirect to a custom URL after booking: It can be anywhere inside or outside of Simplero. Automations: add any automations you’d like to start/stop for contacts that schedule/cancel an event through this scheduling link. Limit how many events can be created per period: Set the max per day, per week and per month. Disallow rescheduling: Turn off the ability for your clients to reschedule their meeting. Overriding your default preferences: Event title: used in email notifications, the event page after someone has scheduled an event, etc. Buffering rules to give you some time before and after booked events. Minimum notice to book an event. Limit how far in the future someone can book an appointment with you. Limit when someone can cancel/reschedule their appointment with you: this applies for the period right after booking, and the period before the event starts. Master Scheduling Links Now that you are familiar with Individual Scheduling Links, let's jump into the next scheduling level. Create master scheduling links to combine multiple admins' availabilities. Round Robin This allows you to present users with the union of all the scheduling link availabilities added to the Round-robin scheduling link. For example: You have a team of 2 Concierge members and you'd like to allow your customers to book with any of them. In that case, you’d create a Round-robin scheduling link and add all two concierge members individual scheduling links to join their availability. 1. Create a Scheduling link for each of your team members: 2. Create a Round-robin scheduling link: 3. Add your team members scheduling links to the Round-robin scheduling link. You'll see both members’ availabilities now show on the calendar availability presets: When you book it will determine who's available at that time and assign the event to that person. When multiple people are available, it just goes down the list top to bottom trying to find an opening. You can drag scheduling links up and down the list to determine in which priority the event should be created to each link. Collective In this case, we will only show the matching availability between all scheduling links added to the Collective link. If we continue with the example above, let's say you'd like now to offer your customers the option to schedule an event with both team members simultaneously. In that case, the calendar will only show as available the time slots where both admins are available to take an appointment. 1. Create a Scheduling link for each of your team members if they don't have one yet: 2. Create a Collective scheduling link: 3. Add your team members’ scheduling links to the Collective scheduling link. You'll see that only the time slots when both members are available will show on the calendar availability presets: You now have the option to set the organizer of the event: When you book it will assign the event to the organizer and use their scheduling link location. Admins that aren’t the organizer will be treated as participants in the event. They will receive either a notification from the organizer's google calendar (assuming they have it set up through Google Calendars), or from Simplero if they’re not using a Google calendar to create events on. Note! Master Scheduling links are only available on Scale and Skyrocket plans. Editing your default preferences Navigate to your Simplero profile >> Scheduling:

Set up Availability Presets

You can have multiple Availability presets in your Scheduling Link that will make certain times in your calendar available for booking. You'll find there's one created by default in your account already called Working Hours: You can Create new presets or Edit existing ones by clicking on the preset name: Set up recurring ranges using the +Add a recurring range button. The calendar preview will update the presets for you. Use the arrows at the top right corner to move forward on the month: Availability Presets will show up on the Scheduling link setup page for you to choose which one applies on each Scheduling link in your account:

Manage Google Calendars

You can link your own Google Calendars with your Sharing Links so that events created on the Scheduling link get synced in your Google Calendar. We will also show as unavailable those presets where you already have a blocking event in your calendar. Navigate to your Simplero Profile page >> Scheduling: Click on Sign in with Google and follow the connecting steps. Once connected, you will be able to choose which calendars should Simplero check for conflicts using the toggles on the left. It’s very important that you also set up your Default calendar for creating events so we know where to add events created through your Scheduling links: You can also connect and manage your Google Accounts from every scheduling link in your Simplero account. On the Scheduling Link, click on + Connect your Google Calendar, then Sign in with Google and follow the steps in Google's account manager: Once connected, you‘ll see the available calendars under the section Create events on. That will determine which calendar we’ll add your bookings to automatically when booked from that particular scheduling link: You'll also have the option to turn on Overlay my calendar so you can see current events in your Google calendar: Choose if you want to show several calendars on the settings icon at the top right corner: Note! You can also disconnect your Google Account at any time with the ‘x’ right next to it on the Settings and Manage where we check for conflicts popups: As well as from your Simplero profile page >> Calendars & Scheduling Preferences: You can also choose to Show/hide free slots. This makes it easier for the Admin to visualise what’s available based on the events duration: Adding events to more than one Google Calendar If you want to add the events to more than one Google account, you can use a Google shared calendar. Check the guides from Google to learn how to create one. You’ll then need to select it on the Create events on setting:

Sharing your Scheduling Link

If you've followed the steps described in the previous lessons on this module, you should now have a Scheduling Link ready to use. You'll find the scheduling link ready to be shared on the top right corner of the Scheduling link screen: Note you can edit the URL slug using the Edit icon next to it: This is how it will look like for your members when they get to the Scheduling Link: On the left side there's info about the event itself: Duration, Location, Name, and Description. There's also a calendar overview where you can click on the day to jump onto that date right away. They can change the time zone at the bottom of the page to make it easier for your members to schedule their appointment or event with you. If they click on an available slot, they will be asked to provide their name and email address to schedule with you. In case they'd like to also see their Google Calendar overlayed to yours, they can connect their Google Calendar too! They'll see your current events as greyed-out presets overlayed with their Google Calendar: As soon as they schedule the appointment, we will create an event in your Simplero account and (if you’ve connected your account and chose a default calendar for creating events on) in your Google calendar. From the Event page, your member will receive the Link to the Zoom event (if you chose Zoom as the location). They can also cancel their registration or add the event to their calendars from this page too. A calendar notification will be sent to both the admin and the contact who booked the appointment with you. NOTE! Simplero won’t send a notification if the event gets rescheduled or canceled. Events This is where you'll find scheduled appointments. Navigate to the Scheduling Link page >> Events tab: You'll notice your Scheduled events also show up on the Calendar Preview:

Reschedule or Cancel an Event

Reschedule an Event If your member needs to reschedule their scheduled event, they can do so from the Event page that gets generated after their booking. Click on Reschedule at the bottom of the page: Pick a new time, add your Rescheduling reason and press Reschedule: The Scheduling links owner will receive a notification when an event has been rescheduled. Want to remove the ability to reschedule? When editing the scheduling link from the backend, toggle on the Disallow rescheduling option: Cancel an Event Your members can also permanently cancel their attendance in two different ways: 1. By clicking on Cancel on the generated Event page: 2. Declining the calendar invite from their own calendar (changing their response or RSVP): When an event becomes canceled, it's deleted from your Google calendar & Zoom, and it no longer factors into your availability presets. Note! A canceled event is a final state, i.e you can't un-cancel a canceled event: If someone RSVPs no, we will cancel their registration right away and send a notification to the organizer that someone responded "No" to the event. The notification includes a link to cancel the event and make that slot available again: You can, as an admin, cancel an event as well from the Scheduling Link >> Events page: If the Scheduling link is linked to your Google Calendar, Google will notify the scheduler of the cancellation. Canceled and Rescheduled events will remain in the organizer calendar as Free slots. This will help keeping track of changes on your scheduled events: Event cancelled triggers The event cancelled trigger will fire when the event officially becomes cancelled. For example, if someone replies "No" to the event invitation, the event is not cancelled yet until the organizer confirms the cancellation.

Adding triggers and automations to scheduling links

Adding Triggers You can automate any actions available in Simplero using triggers. Hurray! 🎉 Find them on the Scheduling links overview table: Click on Add: You can edit/delete triggers by clicking on them directly on the table: Adding automations There’s a shortcut to link an automation to a Scheduling link, although you could still set it up using triggers as explained above. Go to the Scheduling link you want to link an automation to. Scroll down until you see Automations on the left side-bar: Pick as many automation as you like. We will start the automation when someone schedules an event using the scheduling link and stop it if the event gets cancelled.

Paid Scheduling Links

Link your Scheduling link with a Product in Simplero to collect payment before scheduling an event with you. You’ll find the Product setting on the Scheduling link settings page under Collect payment: Now when someone books an appointment through your scheduling link they will be redirected to the product order form. There will be also be a 15 minute countdown timer at the top so they complete the payment and booking as soon as possible. Once the payment has been completed, they will get redirected to the Event page or to your custom URL if you set one up. Note! If the payment doesn’t go through within 15 minutes, the event will get automatically canceled in the background and the spot will become available again for future scheduling.

Advanced Rescheduling/Cancelling limits

Simplero supports a sophisticated reschedulling feature that allows you to restrict with who and when your clients can reschedule an event. Go to the scheduling link admin page where you’ll find the following settings: Restrict rescheduling Override when can someone cancel or reschedule an event Restrict rescheduling You can disallow rescheduling an event by turning on the toggle Disallow rescheduling. You can add a message on the event page if you would like to provide your clients with further instructions on how to reschedule through your Support/Sales/… teams. As an admin, you can now navigate to the event in your dashboard and manually change the reschedulling restriction to allow that particular event to be rescheduled. Once the admin has updated the rescheduling policy, your client will be presented with the option to reschedule their appointment in the same event page: Let’s have a look at how this feature looks like in master links: round-robin and collective. First thing to notice is that there are multiple options: Anyone, Same person, and Disallow. You can now restrict whether your client will be presented with the scheduling link calendar availability or just the same person they have already booked with. Disallow will have the same impact as it does on individual links. If you disallow rescheduling on a master link you can also include a message with further instructions. The admin will have the ability to update the rescheduling policy for an existing event to allow the end user to reschedule with anyone, the same person or keep it disallowed. Override when can someone cancel or reschedule an event Set up a limit on when can someone cancel or reschedule an event. Let’s say your reschedule and/or canellation policy only allows changes 1h before the event. Scroll down to the Override defaults section and turn on the toggle Override when can someone cancel or reschedule an event and choose the period in which it's not possible to cancel or reschedule: Note that the restriction applies right after booking and before the event starts. If the end user attempts to cancel/reschedule within the restricted period, they will be notified with a the following warning: Reach out to support if you have any further questions or need help setting up your rescheduling and cancelling policies!

Account Settings

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View your Simplero accounts, membership sites, and courses you have access to, as well as invoices of purchases you’ve made. Additionally, on the account settings page, you can change your name, email, phone number, password, and social media links.

How the Trial Works

If you want to try out Simplero but aren't sure about signing up yet, then our 14-day free trial is perfect! This free trial allows you to explore everything in Simplero. However, there are a few restrictions. On the trial, you won't be able to: Send more than 10 emails per month Upload more than 10 MB of data Send text messages Even with these restrictions, you'll still be able to test everything out and have it all set up for when you're ready to officially launch. Once you're ready to launch, simply activate your account under Account settings > Plan and billing. When you activate, your 30-day billing period starts, and you're officially a Simplero customer! Please note, we don't have a "pause" or "go back to trial" feature, so once you activate, you're activated. We want you to be profitable and stay with us for a very long time as most people do, so please reach out if you need anything. We're here to serve you! Features to Explore Financial Scoreboard This gives you a quick snapshot of your contacts, leads, and customers. It also allows you to gauge your success with lead conversion. Contacts Here you can see how many new contacts you've gained over the past month with this detailed graph. Recent Broadcasts If you send broadcasts, you'll be able to see a detailed report including the number of recipients and open and click percentages. Bounced Emails Want to make sure all your contacts are receiving your emails? This report gives you a full list of bounced emails so you can handle them as needed. My Trial is about to end... Need more time? Before your trial ends, you can request a one time 7-day extension by sending us a quick message via the link on the activate page. Just let us know why you need an extension- we're happy to help!

How to See Your Account Overview

Simplero makes it easy to keep track of all of your account information in one place. From any screen in Simplero, you can access your Account Overview. Simply click on your picture/name located at the top right corner of your Simplero Dashboard. When you click on your picture/name, a menu will appear, and you can select: Your Profile Your Account (see below for details) AI companion Simplero Community Themes Your Simplero accounts (other Simplero accounts you have access to) Log Out When you select Your Account, you'll be taken to your Simplero Dashboard, which looks like this: From your Account Dashboard, you can access: Admin Accounts - This is where you can access any Simplero accounts you own or are an Administrator of. Vendors - Simplero accounts you have access to. Sites - This is where you'll see any Membership Sites that you're a member of. History - Shows all courses you’ve visited in Simplero recently. You can also manage your Profile from this screen: If you are looking for your Order history, Affiliate accounts, worksheets, and more, you’ll find them at each Vendor Dashboard. For example, for Simplero, as a vendor:

Changing Your Time Zone

To Change your Time Zone Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Scroll down to the Preferences section. Click the drop-down arrow in the Time zone box and select your time zone Select the Save changes button

Default Account Currency

Currencies Your account has one primary currency, which should be the same currency that your bank account is in. It is the currency we use to calculate your revenue in all the places where that is shown. In addition to this, you can add as many additional currencies that you can quote prices in, as you want. Both are under Settings > Account. Select Settings from your Simplero Dashboard In the Account tab, scroll down to the Currencies section and add your currency there. Setting Up Your Currency Select Settings from your Simplero Dashboard Select the Account tab In Currencies section, select your Primary currency Select the + Add currency button Select any additional currency from the drop-down list that you would like to be able to accept Click on the Add currency button. Repeat steps 4 through 6 until all your additional currency offerings are listed in your settings To add an amount in one of the additional currencies Select Sales > Products from your Simplero Dashboard From the Products tab, select a product from your list Select the Prices tab Select a Price that you want to convert Scroll down to the Installments section where you will see each amount on that price You can add an amount in another currency. We'll show you what the equivalent is in the new currency to make it easier for you to figure out what the amount should be. On the checkout form, your customers will have a choice of currency and will see the prices in the currency they choose. You can also set the default currency for a product, so if you have something that is targeted toward a particular audience that uses a particular currency, you can default the order form to that currency. In addition, when paying, customers can pay in pretty much any currency, and their bank or PayPal or whoever will do the currency conversion for them. Please note once a purchase has been processed the currency cannot be changed. If you are running on international business check out this guide for more support.

Default Account Email Contact Information

Email Contact Information The steps below instruct you on how to set the email address on all emails sent from your account. These settings can be overridden at the Lists, Product, or Broadcasts level. Select Settings from your Simplero Dashboard Select the Account tab Scroll down half way to Emails section Enter the information that will be defaulted in all your broadcasts. (You will be able to override this information for specific products if you choose.) Sender name - your name Sender email - your email address Reply-to email - your email address where you want replies to be sent "What to say in an email when the recipient's name is missing" - In this area, you can either include what you would like us to say or leave it blank for the default value of "Reader". Process Email Replies: when your customers reply to your broadcasts they can either go to the email you provided at the beginning of this section or you can allow Simplero to manage them for you. If checked, Simplero will process replies to your broadcasts, auto-responses, and library emails, filter out people's vacation responses and other junk and then forward the replies to your email address. Scroll to the bottom and click the Save changes button Note! When “Process and filter email replies and forward them to you" is ON, the "reply to" setting on mailing settings is ignored and we set it so that the email goes into Simplero. If the account has "Use Simplero's help desk system for your customers" and "Forward replies to emails to become tickets in the ticket system" are ON in the Support tickets settings, then these replies become tickets. If either of those settings isn't on, then it will send an email to the Reply To address configured in the mailing. Support Email Information Verify what email address you would like to use for Support which will appear on invoices and other support areas Select Settings from your Simplero Dashboard Select the Account Settings tab Enter your email address in the Support email field under Name and address section: Scroll to the bottom and click the blue Save changes button

Account Location and Language

Language This is for the language that your customers see. Select Settings from your Simplero Dashboard Select the Account tab Scroll down to Localization section In Customer language area, choose the default language that your customers see But the logic is actually quite a bit smarter than that. Here's how it works: When someone visits the site, we choose a language based on the following order: If a locale has been set using query parameters (see below), we use that If the visitor is logged in, we take that user's preferred language (can be changed in the user menu in the top-right corner) If the browser has a preference for a language, we'll use whichever is highest (you can set this preference in your browser) Otherwise, we will use the locale you have chosen under Settings > Account The user preference can be a little confusing to you as an Admin if you run an account with multiple languages since when you are logged in, you will always see your preferred language. To test what others see, use another browser where you are not logged in, and pay attention to the language preference settings of your browser. This is how these settings apply: Default language is used in many places. Usually setting the locale for a mail and site. Many times is used as a fallback in the case we don’t know the user preferred language. Time zone setting is used for new event occurrences, purchases forecast, and in some other places as a fallback in case we don’t know the visitor or user time zone. When ‘Force order forms to always be in default language’ is turned ON, we override the user preferred language in order forms or in the shopping cart. Time format is used for times displayed mainly on the Admin side. Used in places like site view, automation step, broadcast, and participant/subscribers status. Also used for Events start time format and end time format. It is used for Date Pickers time format. First day of the week is used for stats in the admin. Also for the Upcoming Events calendar in the page builder. Setting locale using query parameters You can override the choice of locale by adding this snipped to any URL: ?locale=en for English or ?locale=da for Danish When you do this, the choice of locale will stay for the remainder of the browsing session. Thus, if you have a Simplero account primarily targeted towards the Danish market, but you want to send out a link to a product for an English-speaking audience, you can add the ?locale=en to the link, and you can be sure they will see things in English. If you are running on international business check out this guide for more support

Account Privacy Policy and Terms

Where Do I Set My Terms? You need terms so your customers know what they are getting into, and so you are compliant with the rules of your payment processors. How to get there: Select Settings from your Simplero Dashboard Select the Account tab Scroll down to the Terms section There are two options: You can supply a URL on your own website. Just enter the URL for the page and we'll take care of the rest You can enter your terms directly in the box Scroll to the bottom and click the blue Save changes button Warning: you can't use the URL 'terms'. That one is already used up by Simplero as the default terms page and if you do set it up, an infinite loop with 'Too many redirects' gets created. But you can still use, for example, /terms-and-conditions instead :) How do I Update My Privacy Policy? Create your Privacy Policy page as a Website or Landing Page Make sure it includes accurate and specific information about the data each cookie tracks and its purpose in plain language. Here are our guides on how to create a Website Page and a Landing Page Select Settings from your Simplero Dashboard Select the Account tab Scroll down to the Privacy >> Privacy Policy URL section: Paste the link to the page you created with your Privacy Policy. If you leave this spot blank, we’ll use https://simplero.com/privacy-policy. For GDPR terms check out our consent guide

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Using Your Custom Domain (URL) With Simplero

Custom domains offer several advantages, such as enhancing website visibility, boosting brand recognition, and ensuring a lasting impression. If you've acquired a domain name, integrating it with your Simplero site is a straightforward process. In this guide, we'll walk you through the steps to configure your custom domain, whether it's www.yourcustomdomain.com or courses.yourcustomdomain.com. If you learn better with a video, check our How to Video Setting Up Your Custom Domain Looking to add a subdomain only? Head here: Adding Subdomains Step 1: Add Your Domain to Your Simplero Account In this step, we'll connect your domain to your Simplero account. Start by navigating to your admin dashboard and click on Settings. Then, choose Change your URL. On this page, click the +Add Domain button. In the pop-up window, you'll find all the instructions you need. Enter your domain, but before saving, make sure to copy both the A and CNAME records, you will need these in the next step. Then, save your changes both in the modal and at the bottom of the page. Don't point your domain to a site just yet. You'll need to wait until your DNS records have been added. Step 2: Find Your DNS Manager To add your records, you'll need to access your DNS manager. Head over to your domain registrar (where you purchased your domain—Google Domains, GoDaddy, Namecheap, Bluehost, Hover, etc.) or the service that hosts your nameservers if it's different. While each domain registrar has a unique interface, they all provide an area to configure the site's DNS. Locate this section. Look for DNS Settings, DNS Manager, cPanel, Advanced DNS, or something similar. Unsure about who your registrar is? No problem, search your domain here: WHO IS Lookup Step 3: Add the A Record Once you've accessed your DNS manager, follow these steps below to add the records you saved in step 1. 1. Find the option to Add a Record. 2. Select record type A, and set the name as ‘@’ or leave it blank (depending on your registrar). 3. Enter the value as 18.214.48.22 4. Save your changes. If your DNS manager allows adding multiple records at once, you can proceed to add the next record. Step 4: Add the CNAME Record Choose record type CNAME, enter 'www' for the name, Input your Simplero subdomain/(URL) [accountname.simplero.com] as the value. Save your changes afterward. Now that you've completed the domain host part, you can return to your Simplero account! Having trouble saving your CNAME record? Check this out —> Step 5: Point Your Domain Once the DNS is correctly configured, you'll notice a checkmark. Sometimes, it may take 15-60 minutes for all changes to become active. Afterward, you'll need to wait for the SSL certificates to be installed which may take approximately 24-36 hours to configure successfully. You can proceed to point your domain, but keep in mind that your new domain won't function until the DNS is verified and the SSLs are installed. During SSL configuration, your site's internal links will automatically redirect to your Simplero address. You can have this domain point to: Your main site A membership site A landing page Simply make a selection from the Points to dropdown, and save your changes! More on SSL certificates --> Understanding Propagation What is propagation? In DNS refers to the time it takes for changes made to DNS records (like adding a new domain or updating an existing one) to spread across all DNS servers worldwide. During propagation, DNS servers update their records to reflect the changes, which can take anywhere from a few minutes to 48 hours to complete. You may notice the two following icons next to your recently added domain, and this is standard. Domain propagation can take up to 48 hours. That said, if the DNS is set up properly, the DNS icon will typically turn into a checkmark within 15-60 minutes. What do the icons mean? During the propagation process, there are visual indicators to keep track of the status: DNS Column: An exclamation mark (!) icon indicates that the settings are not yet verified. SSL Column: A clock icon signifies that the system is working on the SSL configuration. Once the verification is complete: DNS Column: The exclamation mark (!) will change to a check mark, indicating successful verification. SSL Column: The clock icon will change to a check mark, showing that the SSL setup is finished & your site is secure. If your website doesn't show up right away, don't worry! Just keep checking back, and soon enough, your website will be up and running for everyone to see. You can always recheck for verification: Your DNS verification typically completes before your SSL certificate is installed. SSL Certificates Simplero automatically handles SSL configuration (https security). It may take approximately 24-36 hours to configure successfully, so please check back if you don't see the checkmark immediately. As a reminder, during SSL configuration, your site's internal links will automatically redirect to your Simplero address. Once SSL is verified, you'll see two checkmarks (below), and you should then be able to visit your site using your new domain. Propagation in Different Regions Your website might show up in one part of the world but not in another. Remember, propagation refers to the time it takes for changes made to DNS records to spread across all DNS servers worldwide. It's like sending out party invitations, and some people get them right away, while others take a little longer. So, even if your website shows up for some people, there might be delays in other regions. But don't worry, it's just a matter of time before everyone gets the message. Here is a helpful tool to help you check on the status: Propagation Checker Having trouble seeing the new domain? When a new domain is connected or DNS changes are made, some devices and networks may still be accessing older cached information, which could prevent you from viewing the updated site. Clearing the browser cache or waiting for the cache to expire can often resolve this issue. Tech Tip! --> When your computer has an old answer for DNS records, but the records are set correctly, you can speed up getting the right answer by flushing the operating system-level DNS cache on your local machine. DNS Checker Final Note If you have been using Simplero’s domain for a while before setting up your custom domain, you might want to turn on the setting: Redirect non-admin requests from qatesting.simplero.com to yourdomain.com, right below your domain name. Links shared in broadcasts or added to your landing pages will automatically redirect to the custom domain if the toggle (below) is on. Setting Up A Subdomain Only To add a subdomain, you'll follow the same steps as outlined above, but skip Step 3: Adding the A Record. Instead of using www for the CNAME record, insert your new subdomain name. Let's go through it quickly. Navigate to Settings --> Change your URL Click + Add Domain, add your subdomain (e.g.members.albusthedog.fun, or subdomain.yourdomain.com), copy your CNAME record, and save your changes: In your DNS manager, create a new CNAME record for your subdomain. Choose the record type CNAME, and input your new subdomain name as the name field. For instance, if your new subdomain is members for "members.albusthedog.fun," then you'd enter members as the name. Lastly, set the value as your Simplero address. In this case, it's summernicolesupport.simplero.com, and save your record. That's it! By adding a CNAME record, your subdomain will correctly point to Simplero. Remember that CNAME records are the right choice when you want to alias a subdomain to another domain, making it easy to manage your subdomain's location within Simplero. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Troubleshooting Domain Verification Issues

Here are some errors you might come across while pointing your domain, along with settings that could hinder the successful verification of your domain. Common Errors: Encountering an error when adding your CNAME record? Experiencing a security error when visiting your site? Unable to see your domain after verification, but others can see it? If your domain isn't verifying, here are some things to check: Do you have multiple hosting accounts? (e.g. domain host and web host) Disabling SiteLock and Proxy Status Do you have domain forwarding set up? Is your domain parked? Do you have a wildcard (*) A record? Does your domain name include accent marks? Encountering an error when adding your CNAME record? If you're facing an error similar to the one shown below while attempting to add a CNAME record, it may be due to an existing conflicting record for the "www" subdomain, which could be either a CNAME or an A record. To resolve this issue: Identify Existing Record: Check your DNS records for any existing "www" records, which could be either a CNAME or an A record. Remove Conflicting Record: Once you've identified the conflicting record, simply delete it. Keep in mind that deleting it will break any connections that use it. Considerations: Website: If your website is hosted on a different platform using the "www" subdomain, removing the record might lead to downtime. Email: Removing the record might temporarily disrupt email services if your email is linked to the "www" subdomain. SSL: Ensure that your SSL certificate covers both the main domain and the "www" subdomain. Add the CNAME: After confirming that removing the conflicting record won't disrupt your services, proceed to add the CNAME record provided by Simplero to map your custom domain. Remember, DNS changes may take time to propagate. Always verify your setup after making changes to ensure everything is working as expected. If you're uncertain about the impact of removing a record, consider seeking assistance from your domain registrar or a technical expert. Back to top Experiencing a security error when visiting your site? If you encounter a security error message when visiting your site, it simply indicates that your SSL certificates are not yet installed. This is common, and Simplero handles SSL configuration (https security) automatically. It may take approximately 24-36 hours to configure successfully. During this time, your site's internal links will automatically redirect to your Simplero address. Example of the error message: To check your site's security status from your browser: Navigate to your website's home page and look for a padlock icon or button next to the URL in the address bar. Click on it to open. You can also click on "Connection is secure" or not secure to view more details. Back to top Do you have multiple hosting accounts? (e.g. domain host and web host) When pointing your custom domain to Simplero, it's crucial to add your records in the DNS manager found in your domain host account, not your web host. Your domain host is where you originally purchased and registered your domain, and it is the authoritative source of your domain's settings, giving you full control and ownership. If you're uncertain where to add your Simplero records, you can quickly identify your account using GoDaddy's Who Is Lookup tool. Simply search for your domain example.com in the tool to find your domain host account information. Who Is Lookup Back to top Disabling SiteLock and Proxy Status If you're experiencing difficulties when pointing your domain to Simplero, you can try checking that SiteLock and proxy status are disabled. How to Disable SiteLock: Log in to your hosting provider's dashboard. Navigate to the security settings or SiteLock section. Locate the option to disable SiteLock and follow the instructions provided. Why Disable SiteLock? SiteLock can sometimes interfere with domain pointing processes by implementing strict security measures that may restrict domain configurations. How to Disable Proxy Status: Log in to your hosting provider's dashboard. Locate the proxy settings or proxy status section. Disable the proxy status or toggle off any proxy services associated with your domain. Why Disable Proxy Status? Proxy servers act as intermediaries between users and the internet, which can sometimes interfere with domain pointing processes. Back to top Do you have domain forwarding set up? Domain forwarding can interfere with pointing your domain to Simplero because it redirects traffic from your domain to another destination, leading to verification issues. To remove domain forwarding, you typically need to access your domain registrar's settings or control panel, locate the forwarding option, and then disable or remove the forwarding rule. This allows your domain's DNS settings to function properly and point to Simplero. Back to top Is your domain parked? A parked record in your DNS can interfere when trying to point your domain to Simplero because it indicates that the domain is already associated with another service, essentially "parked" elsewhere. This prevents the proper configuration of DNS records needed for Simplero. To remove the parked record, you'll need to access your domain registrar's DNS manager. Look for an A record with the value "parked," and once you find the record, simply delete it. The process may vary depending on your domain registrar, so it's recommended to check their support documentation for specific guidance if you are unable to locate the record. Back to top Do you have a wildcard (*) A record? Another thing you could check for when troubleshooting is a wildcard record. While wildcard records can be useful for directing subdomains to a specific IP, they may conflict with A and CNAME records required for Simplero domain mapping. In your DNS records, simply search for an A record with the value of *: Locate an A record with a host value of *. If the record matches the recently added Simplero IP, remove it. However, if you have another wildcard record directing to a different IP, it's advisable to consult your domain support to ensure you don't unintentionally disrupt any connected services. Back to top Does your domain name include accent marks? If your custom domain includes special characters like accents, you'll need to add the Punycode version of your domain when incorporating it into your Simplero account. Punycode represents Unicode characters with DNS-supported characters. Examples include letters with accents (é, è, etc.) or non-English letters (ø, æ, etc.). Example of a domain with special characters: www.café.com For Simplero custom domain verification: Convert the domain to Punycode if not already provided by your registrar (e.g., "café.com" becomes "xn--caf-dma.com"). Add the converted domain to Simplero's Change your URL page when you + Add Domain (e.g., www.xn--caf-dma.com). Add Simplero's CNAME and A records to your DNS manager per standard instructions. Allow propagation time. If you happen to need Punycode conversion, refer to the provided conversion chart or utilize an online converter tool. Punycode Converter Back to top Unable to see your domain after verification? If you're experiencing issues where others can access your site, but you encounter an error screen, consider the following possibilities: Cache Issue: Clear your browser's cache and cookies, then try accessing your site again to resolve any outdated cached data issues. Local Network or ISP Issue: Test accessing your site using a different network, such as mobile data, to rule out issues with your local network or internet service provider. DNS Propagation: Give DNS changes, like domain mapping, up to 48 hours to fully propagate across the internet. Don't forget about the Propagation Checker --> Firewall or Security Software: Check your computer's security settings and firewall to ensure they're not blocking access to your site. Browser Extensions: Disable browser extensions or plugins that might interfere with your site's loading. Back to top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Configuring Your Custom Email Domain (Step-by-Step)

Why You Should Verify Your Sender Domain Verifying your sender domain in Simplero enhances email deliverability by ensuring emails reach recipients’ inboxes, not spam folders, and boosts your sender reputation, reducing the risk of being marked as spam. It allows for consistent branding by using your domain in the "From" address, builds trust, and enhances recognition. Additionally, setting up authentication protocols like SPF, DKIM, and DMARC during verification protects against spoofing and phishing, aligning with best practices and improving compliance. This leads to better engagement metrics, higher open and click-through rates, and reduced bounce rates, making domain verification crucial for effective email communication. Adding DNS records might seem a bit technical, but we'll guide you through it step by step, it’s easier than you think! Steps Add Your Sender Email & Sender Domain inside Simplero Open Your DNS Manager Adding the TXT Records Adding the CNAME Records Check for verification Step 1: Add Your Sender Email & Sender Domain inside Simplero From your Simplero dashboard, click the settings cog in the top right corner, then select "Email Settings" from the menu pictured below. On the Email Settings page, add your sender email address. This is the email address you will use for sending emails to your contacts. After adding your sender email, you will receive a verification email in your inbox. Open the email and click the verification link. Until you complete this step, the sender email will show as unverified. Next, add your sender domain. For example, yourdomain.com. Setup Your DMARC After adding the domain, a list of DNS records will appear. Including 3 CNAME Records and 2 TXT Records. You will also need to set up your DMARC record. Why? Setting up DMARC is crucial for protecting your domain from being used for phishing by ensuring that only authorized emails are sent, thus safeguarding your customers and maintaining your brand reputation. Implementing DMARC increases trust with ISPs, enhancing email deliverability and performance which leads to better engagement metrics like open and click-through rates. It also boosts customer trust by securing your communications and provides detailed reports on email activity, allowing for better monitoring and informed decision-making. Moreover, DMARC aligns with industry best practices and may be required for regulatory compliance in certain industries, ensuring that your email security standards meet legal standards. To set this up, simply click + Add DMARC (pictured above), and then click the Setup DMARC button (pictured below). The email address is where you will receive your weekly reports. After setting up the DMARC record, you will have a total of 6 records to add to your DNS manager, now 3 TXT records and 3 CNAME records. Helpful Tools Before Getting Started Make sure to utilize the 'copy to clipboard' icons! These icons, when clicked, automatically copy text to your clipboard. This feature is especially useful for transferring data, like DNS records, to another location, such as your DNS manager. Using this icon helps ensure you copy the entire record accurately, preventing the common mistake of missing parts of the record when copying manually. Please also take note of the column labels; they correspond to the labels you'll find in a DNS manager record entry. This allows you to easily match and insert the values accordingly. Keep the email settings screen open so you can easily copy the records and transfer them to your DNS manager. At the same time, open a new tab and log into your domain registrar account. This way, you can conveniently switch back and forth between the two tabs. Step 2: Open Your DNS Manager To update your records, you'll need to access your DNS manager. To get there, navigate to your domain registrar account and log in (this is where you bought your domain—such as Google Domains, GoDaddy, Namecheap, Bluehost, Hover, etc.) Unsure about who your registrar is? No problem, search your domain here: Who Is Lookup Although the interface may vary among domain registrars, they all feature a section for configuring your site's DNS. Search for terms like DNS Settings, DNS Manager, cPanel, or Advanced DNS to find this area. Locate the section where you add new records in your DNS manager. Once you've found that, you're halfway there! The next steps are straightforward — you're almost finished! Step 3: Adding the TXT Records For the sake of efficiency, we'll start with adding the TXT records and then move on to the CNAME records. The order in which you enter the records does not matter, only their accuracy does. In this step, you are simply transferring the records from Simplero to your DNS manager using your nifty ‘copy to clipboard’ icon. Before adding the first TXT record, however, (the SPF record) check your current DNS records to see if you already have an SPF record. If You Have an Existing SPF Record When you have multiple SPF records, you need to combine them into a single record. Here’s how to do it: Find the Existing SPF Record: Look for the TXT record in your DNS manager that starts with "v=spf1". Combine the Records: Add the new SPF information to the existing record by placing it within the same line, separated by a space. Update the Record: Save the updated TXT record in your DNS manager. Example: Existing SPF Record: v=spf1 include:spf.oldprovider.com -all New SPF Record from Simplero: v=spf1 include:sendgrid.net ~all Combined SPF Record: v=spf1 include:spf.oldprovider.com include:sendgrid.net ~all Save the combined record, and you're done! This ensures all SPF information is included in a single TXT record. If You Do Not Have an SPF Record If you do not have any existing SPF records in your DNS manager, you will proceed with adding a new record. Record Type: Set the record type as TXT. Name Field: In Simplero, you will see that there is no value to copy for the name field. In your DNS manager, enter an "@" symbol or leave it blank (which one you use depends on your specific domain registrar, so try both if unsure; you will get an error if it's incorrect, and then you can try the other option). Value Field: Copy the SPF value from Simplero and paste it into the value field in your DNS manager. After the SPF record has been added, proceed with transferring the remaining TXT records (see below). Please note that some DNS managers require you to enter records one at a time rather than in bulk, as shown above. That's perfectly fine. Add each individual record and save your changes after each entry. Once all records are added, save them and proceed to the next step. Remember, the order in which you enter the records does not matter, only their accuracy does. Having trouble adding TXT records? See this troubleshooting guide --> Step 4: Adding the CNAME Records The CNAME records are straightforward to add. Simply copy each record and paste it into your DNS manager. Here is an example of how the CNAME records should look once they are created: Save your changes, and you're all set with adding the records! Great job! Step 5: Check for Verification The final step is to check for verification. If the records do not verify immediately, don't worry; propagation can take time. It's normal for some records to verify while others may take longer. Allow up to 24 hours for full verification. If your records are still not verified after this period, please contact the support team. You can leave the email settings page and work on other tasks, periodically checking back. You can also click the Check Domain link to manually initiate a verification check. What you eventually want to see is Verified next to all six records. Once you receive that confirmation, you're all set to start sending! Congratulations! Great job! ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Understanding DKIM, DMARC, SPF, and CNAME Records

When setting up your Simplero sender domain, you need to verify certain DNS records to ensure email deliverability and security. Here’s a simple guide to understanding the purpose of each required record. DKIM DMARC SPF CNAME/Sendgrid DKIM (DomainKeys Identified Mail) Purpose: DKIM helps prevent email spam by verifying the sender's identity. How It Works: Domain-Based Verification: DKIM ties itself to the domain name you’re sending emails from (e.g., sending from "calvin@simplero.com" means the domain is "simplero.com"). DNS Records: Create specific DNS records on your domain that include a public key provided by Simplero. Email Signing: DKIM signs your emails using a private key. The recipient's email provider uses the public key in your DNS records to verify that the email was not tampered with during transit. Key Points: Simplero provides the public key; you add it to your domain's DNS records. Each DKIM key lives on its own subdomain, allowing you to use multiple email providers without conflict. Role in Email Sending: Authentication: Adds a digital signature to the email headers, allowing the recipient's server to verify the email’s integrity and authenticity. Security: Prevents email spoofing by ensuring emails are genuinely from the stated sender. Trust: Builds trust with recipients by confirming the authenticity of the sender, improving email deliverability. DMARC (Domain-based Message Authentication, Reporting & Conformance) Purpose: DMARC builds on SPF and DKIM to protect your domain from email spoofing. Role in Email Sending: Policy Enforcement: Allows domain owners to specify how email receivers should handle emails that fail SPF or DKIM checks (e.g., reject, quarantine, or allow them). Reporting: Provides reports on how emails are processed and any failures, helping monitor and improve email security. Alignment: Ensures that the domain in the 'From' address aligns with the domains used in SPF and DKIM, enhancing protection against spoofing. Without a DMARC record, your emails are more likely to bounce because email servers don't have clear instructions on how to handle them, they are at a higher risk of being spoofed, your domain's reputation might suffer, and you lack the feedback needed to improve email delivery. Implementing DMARC helps ensure your emails get delivered successfully. SPF (Sender Policy Framework) Purpose: SPF prevents email spam by specifying which email servers are allowed to send emails on behalf of your domain. How It Works: Domain-Based Verification: SPF ties itself to the domain name you’re sending emails from (e.g., "simplero.com"). DNS Records: Create a DNS record listing the servers allowed to send email for your domain. Combining Records: If using multiple email providers, combine their requirements into a single SPF record. Key Points: Simplero provides the necessary information for the DNS record; you include it in your domain's DNS settings. Combine SPF requirements into one record if using multiple providers. Role in Email Sending: Authorization: Lists IP addresses and domains authorized to send email for your domain, preventing unauthorized senders. Prevention: Helps prevent spam and phishing by verifying that incoming mail is from an authorized server. Email Filtering: Assists email servers in filtering out unauthorized or malicious emails, improving overall email security and deliverability. CNAME (Canonical Name) Records for SendGrid Purpose: CNAME records alias one name to another, often used to configure custom tracking domains in SendGrid. Role in Email Sending: Tracking: Configures a custom tracking domain that matches your sending domain, ensuring links in your emails are branded with your domain rather than SendGrid's. Brand Consistency: Maintains brand consistency in links and images within your emails, increasing trust and engagement from recipients. Verification: Verifies the sending domain with SendGrid, ensuring that emails sent through SendGrid appear to come from your domain, improving deliverability and authenticity. Summary DKIM: Adds a digital signature to verify email integrity and authenticity. Simplero provides the public key for your domain’s DNS records. DMARC: Provides policies and reports to enforce and monitor email authentication. SPF: Lists authorized mail servers to prevent unauthorized email sending. You include these servers in your domain’s DNS records. CNAME/SendGrid: Configures custom tracking domains for branded and verified email sending. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Sender Domain Troubleshooting

Verifying your sender domain is crucial for maintaining high email deliverability. This step-by-step guide will help you resolve common issues that may prevent your domain from being verified. It covers common sender domain verification issues and best practices. Troubleshooting DNS Record Verification Issues If you are having trouble getting one or more of your records to verify, consider checking for the following common mistakes: It is Simply a DNS Propagation Delay: Changes to DNS records may take some time to propagate. Allow up to 48 hours for DNS changes to take effect. Use online tools to check if your DNS changes have propagated. Make Sure You Did Not Select an Incorrect Record Type By Mistake: The DNS record type might be incorrect (e.g., adding a TXT record as a CNAME). Ensure you are adding the correct type of DNS record (TXT, CNAME, etc.). Double-Check for Typographical Errors: Typographical errors in DNS records can prevent verification. Double-check for any typos or extra spaces in your DNS entries. Use the ‘copy to clipboard’ icon to avoid manual entry errors. Check for Conflicting Records: Existing records may conflict with the new records you are trying to add. Review existing records and remove or update any that conflict with the new entries. (See how to combine multiple TXT records and SPF records below.) DNS Manager Limitations: Some DNS managers have limitations or different ways of entering data. Refer to your DNS manager's documentation or support for specific instructions on adding and updating DNS records. Did You Add Records to Your Domain Host or Your Web Host?: Adding your email records to your web hosting DNS instead of your domain host DNS can cause verification issues. Add your email-related DNS records (SPF, DKIM, DMARC) to the DNS settings at your domain host. This ensures they are authoritative and properly propagated. Additional Common Issues and Their Solutions Having Trouble with TXT Records? SPF Record Won't Verify DMARC Record Won't Verify Already Have a DMARC Record? Use My Domain Host or Web Host? Having Trouble Adding TXT Records? Some DNS managers have limitations or unique methods for entering data. If you encounter an error when adding multiple TXT records, there is a solution. Follow these steps only if your DNS manager requires it. Otherwise, combining TXT records is not necessary. Issue: You are getting an error when adding your TXT records, because your DNS manager only allows one TXT record with the same name value per domain. Solution: Combine the current and new TXT records into a single record. (only if they have the same name value) Example Scenario: Suppose you have the following two TXT records: SPF Record: v=spf1 include:sendgrid.net ~all Domain Verification Record: google-site-verification=abc12345 (notice the name column, both records share the same name value) Combining the TXT Records: To combine these two records into a single TXT record, you would write: v=spf1 include:sendgrid.net ~all "google-site-verification=abc12345" Step-by-Step Instructions: Identify all the TXT records you need to combine. Enclose each individual TXT record value in double quotes. Combine them into a single TXT record, separating each quoted value with a space. SPF Record Won't Verify Issue: Your SPF record is not verifying correctly. Solution: Avoid multiple SPF records. Ensure you have only one SPF record. If you need to include multiple sources, combine them into a single record. Example: If your Simplero record is: v=spf1 include:sendgrid.net ~all But you have another SPF record in your DNS: v=spf include:example.com -all Combine them: v=spf1 include:sendgrid.net include:example.com ~all DMARC Record Won't Verify Issue: Your DMARC record is not verifying correctly. Solution: Check the Syntax: Ensure that the DMARC record is correctly formatted. A typical DMARC record looks like this: v=DMARC1; p=none; pct=100; rua=mailto:example@domain.com Avoid Typos: Ensure there are no typos or extra spaces in your record. Already Have a DMARC Record? Issue: You already have an existing DMARC record and need to update it. Solution: Update the existing record to include the required settings. Do not create a new DMARC record as only one is allowed per domain. Example: v=DMARC1; p=none; pct=100; rua=mailto:example@domain.com; sp=none; aspf=r Domain Host or Web Host? Always add the records to your domain host's DNS settings. The domain host is where you purchased your domain. Issue: Adding your email records to your web hosting DNS instead of your domain host DNS can cause verification issues. Solution: Always add your email-related DNS records (SPF, DKIM, DMARC) to the DNS settings at your domain host. This ensures they are authoritative and properly propagated. Why It Matters: Primary DNS Control: Your domain host's DNS settings are the primary authority for your domain. DNS Propagation: The DNS records at your domain host are the ones that propagate across the internet and are queried by other email servers to verify your domain's email settings. Consistency: Keeping all DNS records consolidated in one place avoids inconsistencies and simplifies troubleshooting. If you are unsure, you can check for your domain host using the WHO IS Lookup. The listed registrar should be your domain host. Best Practices to Keep in Mind SPF: Ensure you have a single SPF record that includes all authorized mail servers. DMARC: Implement DMARC to enforce policies and monitor email authentication. DMARC: Combine multiple DMARC’s to include required settings. Keep DNS Records Consolidated: Maintain all your DNS records in a single DNS service. Remove Outdated Records: Remove any old or unused DNS records to prevent conflicts and confusion. Use Your Domain Host's DNS: Always add your email-related DNS records to your domain host's DNS settings, not your web host. Back to Top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.

Preferred Sender Program

We don’t allow spammers or any consistently low-quality senders to use Simplero, so you’re always in good company. For those who maintain an even higher standard of mail quality, there’s the Preferred Sender program. Simplero accounts with: correctly setup email sending address at least 3,000 email deliveries in the last 3 months email consistently opened by more than 20% of recipients very low bounce and spam report rates unengaged contacts tracking activated ...may qualify for the Preferred Sender program. Preferred senders share sending IP addresses only with other preferred senders, which means that over time, big mail providers will automatically trust those senders’ mailings as the sort of thing that their users consistently like to see. We keep track of who qualifies monthly and automatically move you between pools. Note that when moving from one pool to another, may temporarily affect delivery rates. If you have a question about the Preferred Sender Program, just open a support ticket.

Add an Email Filler Copy (or Open Rate Booster)

Add your company's purpose, mission statement, core values, and other non-salesy copy to all your broadcasts and emails for automations to be considered high quality and increase your emails open rates! The idea is that the email is longer and contains lots of credible content, thus upping the words to images ratio, and the 'non-promotional content' to 'sales content' ratio, and thus making it look better to the bots. Find this option in Settings >> Email settings. Only Available in Skyrocket Plan. Also - apparently it's best to only add one link to your offer (or two, max) because the number of links to the same URL in the email is part of what the bots are looking for (to determine if it's promotional or not). Part of what's key with this new feature is having more non-promotional copy in relationship to promotional copy. So the stuff you add in the footer should be looooooooong. Why is there a big gap between the email and the filler copy? The goal of the bottom filler copy isn’t for it to be read every time someone sends an email. It’s for open rate text to-image/link ratio optimization. The gap will be added automatically.

Billing at Simplero

Here's what you can expect to see on your Simplero invoice and why. Looking for current prices? You can find pricing details for all of our plans right here. How it works We charge for the billing period ahead of time. That means when you pay your $99 monthly bill on January 1st, you're paying for the Launch plan for up to 1,000 contacts from January 1st to January 31st. If you upgrade or downgrade during that period, we'll pro-rate the charge and send you an invoice. In the case of annual plans, we charge upgrades at the time they happen. We bill based on the number of active contacts. Contacts can be on multiple lists and still only count once for billing purposes. If you want to know who counts as an active contact for billing purposes, have a look at this guide. Billing is every 30 days for monthly plans and every 360 days for annual plans. Text messages are charged on a monthly basis. Storage & Text Messages Charges Storage When you sell ebooks, videos, or audio files, you first upload them into Simplero. We provide a generous amount of storage with each plan. You can see the details on our Pricing page. If you exceed your storage quota, the price is $10/month for each additional 100GB of storage. Only files you upload to your media library count toward your storage limit. Most people don't get anywhere near the upper limit. Your monthly bandwidth allowance is 5 times your total storage, per month. Don't worry. It's plenty! SMS You can also use Simplero to send SMS messages to your customers. Those SMS messages carry a fee depending on which country you're sending to. Here are the fee tables. SMS to the United States costs 1.5 cents, for example. Messages are charged monthly regardless of the plan. Upgrades & Downgrades We figure your Contacts numbers will fluctuate- that's a given. That's why we pro-rate your bill! We process upgrades for you whenever possible. If you're ready for an upgrade, and we haven't already done it for you, just send us an email and we'll be happy to move you up to the next tier. If you clean out Contacts, and want to downgrade plans visit Settings >> Plan and Billing >> Change Plan and select a lower number of Contacts for your plan. See this manual for more details. Annual Plans We're in this for the long term. If you are too, we've got a deal for you. Our annual plans offer a 17% discount over the monthly plans. Savings! Because of the discounted price, we do not offer refunds on annual plans beyond our standard 30 day policy. Refund Policy We understand things don't always work out. If you do have to leave, we want what's best for you. Please see our Refund Policy and all our Terms and Conditions here. Where Can I View My Past Invoices? Go to Settings and then click on Plan and Billing: Here you will see your billing history: Here you'll find your invoice history. If there's something you're unsure of regarding the invoice, reach out to us in Support (support@simplero.com).

How to Change Your Plan and Billing

Simplero has different plan options to meet your unique needs. Whether you're just starting, are ready to launch your course or product, or want to grow, we've got a plan for you. If you've outgrown your current plan or want to pay less, here's how: To Change Your Plan Select Settings from your Simplero Dashboard. Select the Plan and Billing tab: Select Change Plan under the "Your Plan" section. Select the New plan you want to subscribe to and click the Choose Plan button. To Adjust the Number of Contacts or Storage in Your Plan Follow steps 1-3 in the previous section Click on the + or - buttons to adjust the contacts or storage: To Update Your Credit Card or Billing Information Select Settings from your Simplero Dashboard. Select the Plan and Billing tab. Click on the Edit button under the Billing Info section to edit your Company name, Email address for invoices, Name on your invoices, Address, CVR number, and Credit card for your account.

Account Administrators

Do you have staff, colleagues, or just friends who you want to help with your Simplero account? If so, this guide will show you how you can provide them a login to your Simplero Account! In this guide we cover: How to add an Administrator How to remove an Administrator How to modify Permission How to Transfer Ownership Adding an Administrator Select Settings from your Simplero Dashboard Select Administrators tab In the upper right corner, select the + Add an Administrator button Follow the steps to add an administrator Email: the email of the person you wish to be an Administrator A personal message: type a message if you wish Auto generate username and password for the admin: we strongly recommend this as it makes your new admin enrolment a lot easier for them :) Role: Permission level: Co-Owner, Admin, Basic admin, Assistant, Support Specialist, Affiliate manager, Custom permissions (only available on Skyrocket plan) Settings (only show if you have Support tickets enabled in your account): enable whether they can be assigned tickets and listed as a support team member in the tickets system. Select the Invite administrator button when completed Your contact will then receive an email to accept your invitation. If their email is already associated with a user ID, or they are logged into Simplero they will be given the option to use that ID. If not, or they prefer not to, they will be able to create a new user ID. Removing an Administrator Select Settings from your Simplero Dashboard Select Administrators tab If you would like to remove admin permissions temporarily, toggle the ‘Enabled’ switcher OFF. For a permanent removal, click the Trash icon at the far right that says "Kick" Admin Access without Full Access to your account You can add administrators to your account and not give them the keys to the entire store. The intention of this function is to be able to invite people to work for you without them being able to see how much money you're making. I know a lot of how you may feel uncomfortable sharing this information with your VA for example. This role will still be able to manage purchases and pay out affiliates, and if they're really keen to know, they can still add up all the numbers themselves, but we don't show them all the aggregates and the things that make it easy to see how much you're making. There are multiple levels of permissions. On this chart we give an overview of their access to main features in your dashboard. Each role in detail: Co-Owner Can do everything (including managing permissions for others). Admin Can do everything (except manage permissions) Basic Admin Can do everything except: Manage permissions View financial data (like transactions) Basic Admins can access Purchases and Participant info. Assistant Can do everything except: Manage permissions View financial data Manage sites Access purchases and participant info They can edit courses and they can also send broadcasts. Support Specialist They can only read, but they can read almost everything: contacts records, events, worksheets, products, affiliate programs, courses... …and manage tickets. They can't send broadcasts or see purchases. Affiliate Manager Can only manage affiliate programs (you can choose which ones specifically). They can also read contact records and list info. Custom Customize specific permissions on a per-administrator basis (only available on the Skyrocket plan) When giving specific permissions per administrator using the Custom role, you will be able to determine whether they can read-only or manage (make changes): Find the list of relevant content at the bottom based on the options selected above. For example, if you give read access to Worksheets, you’ll be able to choose whether to all or individual worksheets: If you’d like to save a Custom Role to re-use it, toggle On the option to Save the custom role. Give it a name and description. Done! If you ever need to edit a Saved Custom Role, navigate to the Administrators page and scroll down to the bottom. Click on the custom role to edit it. Transfer Ownership If for whatever reason you'd like to change the owner of your Simplero account follow the steps below: 1. Log in as the current Owner of the Simplero Account. 2. Navigate to Administrators, then click on the administrator you'd like to transfer the ownership of the account to. 3. Click on the top right "..." menu > Transfer ownership.

Setting Labels

Using Labels will give you a better overview of all your things in Simplero. You can add and filter by labels in most of the tables in Simplero, like media files, broadcasts, and landing pages. The Labels can give you easy access to your content and can be a good way to see who has created the content or what campaign the content has been used in. Creating labels Select Settings from your Simplero Dashboard Scroll down in the Account Settings until you get to the Labels section Give the Label a name and select a Color for it Click the white + Add a label button to add a new label and repeat step 3 Scroll down and click the blue Save Changes button Adding a label to your content You can also add labels to your content such as Broadcasts, Media files or Landing pages Select Marketing from your Simplero Dashboard Select the Email broadcasts tab Add a checkmark next to the content you want to give a label Select and click the Label icon In a pop-up screen, type a Label name in the field Click the blue Add label button to save Note: The same content can have several labels Use your labels to create tabs You can now use your labels to filter your content and sort them in tabs. Kind of like having your content in a folder on your computer. This will give you easy access to the content you are working on. For example: Select the Marketing tab from your Simplero Dashboard Select the Email broadcasts tab Click on Filter Select Label from the drop-down list Select the label name you want from the drop-down list to filter by When you have done that, you can click Save this view to create a new tab in the table

Merging Multiple Simplero IDs

With Simplero, everything is tied to your Simplero ID or your login. Each person has their own login. As an administrator on your account, you can give access to other people by inviting them, rather than sharing your Simplero ID and password. Sharing passwords is not only horribly insecure in itself, but it also prevents you from implementing additional security measures like two-factor authentication, which we support, and it prevents you from seeing who took a given action if something weird is going on. It also forces you to continuously log out and back in and sometimes you end up doing something while logged in as the wrong user. All a needless complication and hassle. We like to keep it simple :) It also makes it harder for us to serve you properly because now we don't know who we're talking to. Instead of getting to know you better and better over time, and being able to serve you in a personalized way, we get more and more confused as someone who seems to be person A is really person B, C, and D. So our strong recommendation is that you use one Simplero ID for everything you do with Simplero, and simply get permission to the things you need access to as you need it, using the same Simplero ID. To Merge Simplero IDS Go to your Simplero account profile - https://simplero.com/profile/. You can also find this on the top right corner of your site. On the left-hand side menu, select Have multiple Simplero IDs? Enter email addresses or Simplero IDs you may have used Click the Send confirmation email button

Password Security

Changing your password Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Select the Security tab Enter your information to Change password Current password Password - new password you want Repeat a new password Click on the Change password button Two-factor authentication Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Select the Security tab Scroll to the bottom to the Two-Factor Authentication section and click the Enable two-factor authentication button You will be taken to the Two-Factor Authentication Setup screen and you will need to follow the steps given Download and follow the steps in a Google Authenticator app for iOS or Android Scan the QR code with the app Enter in the setup code provided by the app Click the Verify button to complete setup You will be given the backup codes so remember to save the backup codes provided to you in a safe place Remember to note the backup codes provided to you in a safe place. If you happen to lose your authenticator device AND the backup codes, we cannot resurrect the access to your account.

Submitting a Feature Request

Simplero is built on customers' requests. We love to respond to your needs with the features that will enable you to succeed in your business. Of course, we have to prioritize and balance the time our Developers spend on projects in ways that will move the needle the farthest for the most customers. To help us, please submit your feature requests here. TIP! 💡 If the feature has already been requested in the forum, it’s most valuable to add your vote by adding a comment or 👍 >> the more support for a feature we receive, the more likely we will look at it sooner! Meaning of Request States In Progress: A task that is actually and actively being developed. Planned: Will be built after tasks in progress have been completed. Under Review: Requests that have been nominated to be discussed. A decision has not been made yet. Open: Every other task that doesn’t fall under the states above. If you have any follow up questions on a submitted feature request or have doubts whether an issue should be submitted on this board, please reach out to Support for further advice.

Submitting a Help Ticket

In the bottom right-hand corner of your Simplero Dashboard screen, you will see a blue Question Mark (?) Button. Click on that and the Help Finder will pop up: You can type what you’re having problems with to see if there’s already a help article for your issue. If not, you can press the "Contact our Support Team" button: From here you can provide all of the relevant details and attachments regarding your issue. Then hit the blue Send button: A couple of key notes to help us help you... Use this format: Give us the exact steps to reproduce the problem What you expected to have happened What actually happened Submit the ticket from the page you are having trouble with or provide us the links to those pages. It will help us to better see the problem you are having and provide the best response we can. Submit only 1 ticket per issue. We have several support people and we all have access to the same submissions so when you submit multiple tickets to us for the same issue it can get confusing on our end. If it's urgent, simply reply back to the same ticket you submitted previously and let us know it's urgent. Thank you for your cooperation to help us help you.

Simplero Account FAQ

Can I Use Simplero to Sell Physical Products like Books? Yes, though to be fair, it's not what Simplero is designed for. There are two things making it a bit cumbersome: Simplero doesn't include logic to calculate the shipping cost, so it has to be included in the price. Simplero doesn't have a fully released shopping cart. We currently have a feature in the testing stages. If you want to test it out, contact support. Can I Run More than One Business from One Simplero Account? Yes, you can. There are some things you need to take into account though: Your account will have one name, though, so pick something you're okay with everyone seeing. Your name is often a good choice. The invoice numbering will be in one sequence You can only have one main currency per account Account branding, such as colors and logos, are going to be the same across the account. This is only for system pages. Each site can have its own branding. If all of those constraints are ok with you, then you're good to go.

Closing your Simplero Account

How Do I Permanently Close/Cancel/Delete My Account? We’re sad to see you go but, we respect your decision. With great sadness. This option will delete anything you have created in Simplero permanently. If you are looking to keep all that you have built while taking a break, you might want to pause your account instead. If you are convinced that leaving is your best option: Log in to your Simplero account. The URL is going to look like https://yourname.simplero.com/admin. If you don't remember where it is, try to see if you can find the welcome email you received when you opened it. The subject line is "Simplero Welcome". If that fails, try visiting this page, and see if it shows up there. You'll be asked to log in. Once you've found your account: Select Settings from your Simplero Dashboard Select the Plan and Billing tab On the Plan and Billing page, scroll down to the bottom and click on the button that says Delete my Simplero account. (If you are still on trial, check the section below on cancelling a trial) Complete the short Survey and Choose the option to Close your account on the final step. Note: Before you close your account you will want to remove your content, export your contacts, and any accounting you'd like to keep from the Invoices screen under Sales. If you'd like, you can book a 30 min free call appointment to talk to our team before you decide to close your account. Perhaps we can work out a business plan or find out how to better use Simplero. To do so, click on the link "Book a 1-on-1 session" and follow the steps forward. Cancelling a Trial If you are still on trial you will see the button to cancel the trial next to your current plan details: Reach out to the Support Team if you have any further questions!

Pausing your Simplero Account

How do I temporarily Pause my Account? We understand there are times when you need to step out for a bit, focus on other projects, or just take a break from your business. Simplero allows you to put your Simplero Account on hold. For a small fee, we can maintain your data and keep your business ready for when you are ready to start up again. To do this: Navigate to your Account Settings >> Plan and Billing page. Right at the bottom, click on Delete my Simplero account… link. After a short survey to get to know a bit more about why you are leaving Simplero, we offer the option to Pause your account at the very final step. You can also skip the survey and pause your account directly here. As soon as you Pause your account your dashboard will be limited to the Account Settings, Administrators and Plan and Billing pages. We will also show you: What’ Simplero storing for you while your account is paused. How many days you have left on your subscription and when you should expect the next renewal if you re-activate. You can Resume your Subscription at any time. Warning! Your Sites will show Page not Found while your account is Paused. Once you resume, they will automatically restore to the status prior to pausing (published, dripped, scheduled). Before you Pause your account… Update any active purchases in your Simplero account. Note that you will not be able to pause your account if there are any active purchases. You can either pause or cancel your purchases on the Purchase Summary page. Note: If you choose to pause your purchases and they have any current scheduled installment charges, they will continue to charge while the purchase is paused unless you delete them manually. Stop or Pause your automations and auto-responses Reach out to the Support Team if you have any further questions!

Your First Three Wins

Most successful Simplero users achieve three things, as fast as possible. Even if they don't do it perfectly, they do it. And then they learn and iterate from there. 1: Add subscribers to your mailing list 2: Send emails to your audience 3: Sell your content Need help? You can hire us to do it for you or ask us a question Welcome to Simplero!

Getting In-Person Help with Concierge

Don't let overwhelm or confusion stop you! Simplero offers an amazing premium support service, called Concierge. On live calls with you we can teach you how to use Simplero, we can do your set up, build your landing pages and sites, and we can transfer your content from other platforms. Together with you we can basically do anything other than fly (because we are all scaredy-cats who prefer our feet on the ground). We're tech geeks, but we're also people-people. We will guide and support you all the way to success. See more about how we work, and then get in touch! Details here Email us at support@simplero.com Click here to Meet the Team Book a free Discovery Call PS: Simplero offers tons of great FREE support too. Just click the '?' button in the bottom right corner inside your account or email us at support@simplero.com.

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Global Snippets

Ever wanted to use one block of text across anywhere in your Simplero? Maybe the same exact sales pitch in the signature of a broadcast, on an order form, on a sales page and/or in an email autoresponder. Well, Global Snippets allow you to do this. You can create custom text one time and then place the snippet code anywhere you want and the text will be added. This allows you to have a uniformed message across your platform. For example, I can create a global snippet called Feature Product and just add the global key in all the places I want that message to show up, and then to edit the message each month with the new featured product text from my global snippet screen rather than remember to update it in all the places I want to put it. Below you will find instructions on how to both create the global snippet and how to use it. Creating your Global Snippet Select Settings from your Simplero Dashboard Select the Global Snippets option Click the + Add a global snippet button In the Key box, enter your Interpolation key. This is a bit of text you are going to add the snippet code so it knows what text to populate. For example, if the text described the color red you might use "colored" as your key In the box to the right is where you will write the text you want to populate when the key is used You can then select the add a global snippet button to add as many snippets as you'd like Scroll down and click the Save changes button Now that they are set up you are ready to use them. To use the global snippet you will place the textanywhere you'd like the snippet text to show up. Remember to change the word key with the key you established. For example, using our Colored example above if my key is Colored I would type You can place this in the liquid code of a site page, a text box, or email broadcasts.

Running an International Business

Pre-requisite: Currency - Be sure to set your account up to accept multiple currencies in your account Set your account language settings - To do this... Select Settings from your Simplero Dashboard In the Account tab, scroll down to the Localization section Click the Customer language drop-down to choose the default language of your account Scroll down and click the Save changes button Any terms that you have in your account settings will need to be typed out in any language that you will be selling in.

Simplero Translation

How Do I Translate System-generated Content to Another Language? We support English and a handful of other languages so far. Languages like Danish, Norwegian, Spanish and German are either fully or mostly translated so far. We rely on volunteer help for language support, and we're always open to more translators. So if it's something that has enough value to you that you're willing to do the work, please send us a message using the Support link. We'll then send you an invitation to do the translation. You won't be compensated, and you will need to sign over the rights to your translations to us, but then it's just a matter of getting to work, and soon your language will be included in the software going forward. We are very grateful for your time! If you're interested in participating and contributing, get in touch via the Support link in your account. Why Is a Translation Sometimes Broken? Most of the localizations are crowd-sourced, and so the quality may vary. If a translation has not been made for a particular piece of text, we'll show it in English. Interpolation Translation strings can include Interpolation tags. Here's an example: Starting %{start_date}, %{name} will renew each %{duration} at %{amount}. This string will get a date inserted where it says: %{start_date}. Same for the other interpolation tags. It's VERY important that you keep the syntax for those EXACTLY as-is. Don't insert any spaces, don't add or remove any braces or anything else about them. Keep the surrounding white-space and punctuation exactly as it needs to be for the language you're translating to. HTML Tags Some strings with have HTML tags and HTML entities in them, like this string: The email <strong>"%{subject}"</strong> was delivered to %{collection_type} <strong>%{collection_name}</strong>. In that case, make absolutely sure NOT to change anything about either the <strong> and </strong> tags, or the HTML entities like ````"```. If you do, it's going to at least screw up the interface so it's unusable, or break things completely. Nobody wants that. Beware that the automatic translation in translation.io will often mess these up, so if you rely on that, make sure to double-check after. It'll tend to insert a space after the opening angle bracket, and that WILL break things. Make sure you double-check!

GDPR Consent

In this manual... GDPR regulations Account Level GDPR compliance Customize GDPR at the list level Customize GDPR at the product level GDPR for Raw forms What if a contact doesn't give consent but they have given it before? Revoking GDPR consent Right to be forgotten Data Processing Agreement GDPR is a regulation in the EU that helps consumers better understand where data is being collected about them and helps ensure that data is being protected. The GDPR applies to any company doing business in the EU and not just companies located in the EU. Simplero is committed to helping our customers to conduct business in compliance with these regulations. You can learn more here. The GDPR regulation requires that... companies let consumers know when their data is being collected, companies cannot require a customer to consent to be on their email list or give you their email address in exchange for "free" opt-ins, and consumers must actively consent to be on your mailing list. Simplero provides special GDPR consent boxes that can appear on both mailing list opt-in forms and order forms. The GDPR consent terms are the same for your entire Simplero account unless you customize them for a specific product or list. They can also be turned on for specific lists as you choose. Account Level GDPR Compliance Select Settings from your Simplero Dashboard Select Account settings Scroll down to the Privacy section Make a decision about adding an extra consent checkbox to opt-ins and order forms: Require GDPR consent from all contacts - It will show for everyone no matter where the customer is located Only for contacts from the EU/UK (Based on their IP address) - Simplero will check the IP address and if the IP address is located in the EU we will show the checkbox. Keep in mind if you select this option and the customer normally resides in the EU but is completing the form outside the EU they will not see the box Never ask for GDPR consent - The consent box will never show Set your GDPR consent message. In the next two fields, you can edit the terms that will appear next to the checkbox. If you write nothing in these boxes, the light grey text you see is what will appear and it will be auto-translated where Simplero is able. Note: If you customize the message, it will not translate automatically. Click the Save changes button at the bottom of the page. Customize GDPR at the List Level Go to Contacts and choose Lists Select the list you want to personalize the GDPR compliance settings for Select the Configure tab and scroll to Advanced Settings You can turn on the toggles based on whether you want the terms established in your account settings to appear or not. You can also choose to customize the GDPR consent message This is what the field will look like on your opt-in form (with your customized text if applicable): Customize GDPR at the Product Level Go to Sales and choose Products Select products you want to activate/deactivate the GDPR compliance settings for Select the Configure tab and scroll to Advanced Settings You can turn on the toggles based on if you want the terms established in your account settings to appear or not appear. You can also choose to customize the GDPR consent message This is what the field will look like on your opt-in form (with your customized text if applicable): Note that giving GDPR consent is required when processing a purchase. What happens when my customer checks or does not check the box? You can view your customer's GDPR responses on their contact record. Select Contacts from your Simplero Dashboard Choose Contacts Locate and select the contact name In the Contact information screen, in the right sidebar towards the bottom, you will see notes about whether they have provided consent or not. If consent is not provided the customer will still be taken to the thank you page and provided with any content associated with your list, as well as receive the Day 0 welcome email(s) but they will receive no other autoresponders or other emails from you. They will not even receive a double opt-in confirmation email. Consent when using a Raw Form Opt-In and/or Custom Thank You Page Raw form opt-in When you use a raw form opt-in you can still obtain GDPR consent. After the customer completes the form they will be taken to a consent landing page where they will confirm their consent, rather than seeing a GDPR checkbox on the form. Custom Thank you pages When using a custom thank you page or a program like lead pages where you are using the raw form and then the thank you page is overridden, the contact will show as not having provided GDPR consent as the GDPR consent page will not appear. In these cases, you will want to be sure you are obtaining active consent through another option. What if a contact doesn't give consent but they have given it before? If they have given consent for a previous list and they subscribe to a new list and do not give consent: They get subscribed anyway If previously they didn't give consent and they subscribe to a new list and give consent: Contact is marked as consent given (for current and future subscriptions) Previous subscriptions remain not subscribed Revoking GDPR consent GDPR consent can be revoked both from the admin and customer's side: Revoking / Giving GDPR consent from the admin side Go to your Contacts Select action: Revoke or Give GDPR consent Revoking / Giving GDPR consent from the customer's side The customer will need to go to their Manage email subscriptions page in their Dashboard(you can share this guide with them) They can then choose to Revoke GDPR consent (this will only affect future subscriptions) or unsubscribe from current subscriptions: Right to Be Forgotten The Right to be Forgotten is defined as the complete removal of contact and all the data collected on them. As of this writing (5/23/2018), Simplero is working on the ability for account owners to delete purchases from your system. These are the options currently available: You, as the account owner, can do a contact clean-up, go into an individual contact, edit and then delete them. Be careful deleting a customer who is actively subscribed or has a purchase will delete their access to those items. Both of these options will remove all contacts that are not actively subscribed, or have a purchase in your account. Another option is for them to delete their Simplero ID. Be careful when suggesting this to a customer, because if they have purchased from other Simplero account holders they will be removed from the system completely and no longer have access to the content they purchased from you or those other businesses. You can share this guide with them if they wish to delete their Simplero ID. (Note: This deletes their Simplero ID but it doesn't delete the customer's information on the admin side. You will still need to go in and delete their information if they wish so) DPA - Data Processing Agreement Each Controller is required to have a DPA with each of its Data Processors. Simplero provides each of our customers with a pre-signed DPA which can be found in your account. To reach it... Select Settings from your Simplero Dashboard In the Account tab, scroll down to the GDPR Compliance section. There you will find a link to the DPA. You can print, sign and keep it for your records. You do not need to return it to Simplero.

Right to be Forgotten

The Right to be Forgotten is defined as the complete removal of a contact and all the data collected on them. As of this writing (5/23/2018), Simplero is working on the ability for account owners to delete with purchases from your system. These are the options currently available. You, as the account owner, can do a contact clean-up or go into an individual contact, edit and then delete them. Be careful deleting a customer who is actively subscribed or has a purchase will delete their access to those items. Both of these options will remove all contacts that are not actively subscribed, or have a purchase in your account. Another option is for them to delete themselves. Be careful when suggesting this to a customer, because if they have purchased from other Simplero account holders they will be removed from the system completely and no longer have access to the content they purchased from you or those other businesses.

How to Get Help in Simplero

In Simplero there are 4 distinct ways to get help. Below we'll walk you through who you can use for what, and which ones are free and which ones aren't. Free options Help Site: Most of the answers to your questions will likely be on our help site: https://help.simplero.com/ From there, you can use the search bar or go straight to our How To Guides or How To Videos which are organized by topic. Help Site Support Tickets: The little blue icon in the lower right corner, when you're on your admin dashboard, is where you can find our support team. They can help with any small issues to any big issues. If you have a simple question on how to change the colour of a button, you can ask them. If you are encountering a bug you wouldn't expect, you can count on them too. They are free to use and always strive to reply as fast as possible, in fact at the last month they had an average response time of 29 minutes! Now that's awesome. You can also reach them on support@simplero.com, if you don't have access to your Simplero account currently. Live Implementation Q&A Calls: Want to quickly hop on a call with someone that works at Simplero? Live Implementation Q&A Calls are for you then. In these calls someone that works at Simplero will be at your and others' availability, to answer pretty much any questions you may have about Simplero, or how to set something up. This is really great for you if you prefer it to be a live call with a person. Sign up for an upcoming call Paid options Simplero Concierge: Simplero Concierge is a group of expert team members from within Simplero that can help you and set up things together with you, in Simplero. They have the expertise you can rely on, and with Concierge you get peace of mind, because working with Concierge, you will know that we have your back. There are practically no limits here, other than things will be done with you and not for you. They will teach you how to set up even the most complex setups in Simplero, so you too can become an expert in Simplero. Learn more about Concierge Simplero Certified Experts: The Simplero Certified Experts is a group of people that have been officially certified by Simplero, to be the top of the crop at working in Simplero. They are not Simplero staff. They are separate businesses each with their own field of expertise. If you need something done for you, these are the people you would look to hire if you want someone in your actual business, day-to-day, conquering each challenge along with you. Learn more about our Certified Experts Simplero Academy Group Coaching Program The Simplero Academy Group Coaching Program is a coaching program designed by Calvin, the founder and CEO of Simplero, to help you scale your business as quick and simple as possible. He blends spirituality, strategy, software and the support you need to reach your big vision for yourself and your business. Interested? Learn more about Simplero Academy You can also email calvin@simplero.com for more info 💌

Child accounts

How to enable Parent/Child account functionality You can create your own DFY campaigns and automatically get them installed in other Simplero accounts you referred to. Before you start - Let the Support team know you would like to enable the DFY campaigns’ automatic installation in your referred Simplero Child accounts. Once we have enabled this option for you, you will be able to share it with your community/customers and have your DFY campaigns automatically installed in their Simplero accounts at the time they sign up. To select the content you would be willing to automatically get installed in your referenced customers Simplero accounts, scroll down to the DFY campaign Advanced settings and switch ON the setting: Install automatically on all new child accounts. You can also make DFY campaigns created in your parent account, visible in all your child accounts, so that admins of child accounts can install them. Keep in sync Additionally you can also turn ON the option to keep the content installed in sync with the parent account content. In that case, the content in your referenced customers Simplero accounts will have limited settings enabled for the account admins. If the campaign got installed while this toggle was On, then Products, Courses, and Automations included in this Done-For-You Campaign will be locked and synchronized with the Parent account Products, Courses, and Automations. For example, the Product, Course, and Automation below were installed using a "Keep in sync" Campaign. They show a simplified version of the admin view and edits are restricted or not allowed: They also reflect any changes or updates made on the Parent account to these objects on the Child account objects within 5-10 minutes. Note that: Courses added to the parent account after the DFY campaign is installed, will not be automatically installed or sync Moving lessons from one module to another module is not tracked by the “keep in sync” function. You will need to create a new lesson and copy the content Sites and other objects included in the DFY campaign that are not product, courses or automations will not keep in sync You can install a DFY campaign on child accounts in bulk from the list view > select action: install on child accounts… Then pick between ‘all child accounts’ and ‘only on accounts where it hasn’t been installed before’: Trigger on parent account when purchase is completed in a child account There's Also a Specific Trigger on Parent Accounts That Allows Setting up Actions when a Purchase Is Completed in a Child Account. Admin access to Child Accounts As an admin of the Parent account, you will be able to access as an admin any of the Child Simplero accounts that have been created using your Simplero offer. This means that you can navigate through the whole account and make changes as if you were the administrator. You will find your child accounts on the Account settings > Child accounts page. As an admin of the parent account you can make changes to locked content courses. Once you have made a change to a synced item, like a lesson, an icon will be displayed to indicate that. You will also have the ability to Restore sync with original source from the 3 dots menu. Synced products/automations will not have settings tabs visible on child accounts. You can make changes to the parent product/automation instead, and the changes will reflect on the child product/automation. Royalty Products Get commission over products that are sold outside of the parent Simplero account, and through its Simplero child accounts. Create a new product where the commission purchases will be generated on. Click on the 3 dots > Royalty. Link the products that will be automatically installed in the child accounts where the commission will be taken from. You can choose between a percentage of the sale or a fixed amount: When your child accounts score a sale on the product linked above, a new purchase will get generated automatically in your parent account under the main product you’ve created on step 1. The royalty purchase will get generated under the Child account owner’s name. If you don’t have a payment method saved for their contact yet, the purchase will remain in failed status until you update the payment details. Note that Royalty products are only available once you already have at least one Child account under your Parent Simplero account. Purchases linked to Royalty products through child accounts can be found under the 3 dots menu as well. Reach out to Support if you have any further questions or would be interested in using this advanced Simplero functionality.

Changing your URLs midstream

This guide explains what happens when you want to change your URLs midstream. If you have just started in Simplero and want to add your custom URL, head to this guide instead. In this guide: Changing your canonical URL Adding a custom URL to my site after I am already using my Simplero URL Changing your custom URL to a new custom URL Changing your canonical URL (Simplero URL) Your canonical URL is the one living under your Change your URL settings. It ends with simplero.com. This is the one we use for your admin site and for any pages that don't have a custom URL (surveys, worksheets, scheduling links, etc). It is usually NOT a good idea to change it unless you are just starting and you haven't shared your content with many people. Check with support if you are unsure. Before you change it, be aware of the following that changing your Simplero URL will create new links (and break current links) to: Your main website and any pages that live under your main website URL - If you have a custom domain, you can continue to use it but you will need to update your DNS provider values for it to point to the right site. (specifically your CNAME) The admin side - Your admin URL will be a new one. You can continue to log in with your Simplero ID as usual but just make sure you log in to your new URL (newURL.simplero.com/admin) Surveys Landing pages - If using their default URL or pointing to the main website Funnels - If using the default URL Affiliate account pages User account pages Order forms, Catalog and Invoices Worksheets Events Scheduling links Adding a custom URL to my site after I am already using my Simplero URL All the pages under the Simplero URL will not break. They will continue to work (the Simplero URL will always work/exist even if a custom domain is also pointing to the site). If someone searches for your new custom domain, they will see all the pages with the same slugs that were originally added (now living on the custom domain URL). However, if you search for your Simplero URL, you will still be able to see all the pages living on the site with the same slugs that were originally added (the Simplero URL will still work). For your main site, we have the option to redirect: If you want all the pages living on the Simplero URL to redirect to your new custom URL. You can select the option “Redirect non-admin requests from Simplero URL to custom domain”. Note! This option only appears once you verify your custom domain and point it to the Main Site. This setting will cause us to redirect the Simplero URL pages to the custom domain pages (keeping the same slug on each page, and simply changing the root domain to be your custom URL. Changing your custom URL to a new custom URL All the pages under the Simplero URL will not break. They will continue to work (the Simplero URL will always work/exist even if a custom domain is also pointing to the site). If someone searches for your new custom domain, they will see all the pages with the same slugs that were originally added (now living on the custom domain URL). As per the old custom URL, you can ask your domain provider to permanently redirect your old custom URL to your new custom URL.

Integrations

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One of the key features of Simplero is its integrations with other software and applications. These integrations allow Simplero users to connect their accounts with other tools and services, such as email marketing platforms, payment gateways, and social media networks.

API Keys

An API key is like a login/password that other software applications can use to interact with your Simplero account on your behalf using our API. Be careful who you give them to, as they're just like giving people admin rights to your account. Create a new API key for each situation so that you can easily delete the ones that are no longer needed. Adding an API Key Select Settings gear from your Simplero Dashboard Select Integrations from the dropdown You'll see the first section is called API Keys Click the + Create new API Key button to get started: Follow the pop-up screen to add the API key by giving the API key a name Once the system generates the API you will select the Clipboard icon next to it, that will copy the API key and now you can paste it where you need it: If you or your developer wants to access our API directly, please see our documentation in GitHub. >> https://github.com/Simplero/Simplero-API/

Leadpages

Sometimes a Simplero user will choose to use a Leadpage for a landing page because they like the template or because they had a pre-existing Leadpages account and don't want to redo the page in Simplero. This guide will explain how to use a Simplero opt-in form on a Leadpage so that people who opt-in using your Leadpage will be added to your Simplero mailing list, receive your content and your auto-responses and get access to your membership site. Step One - Use the Standard Builder Be sure you are using a Leadpage built with their Standard builder. Their Drag & Drop Builder does not support an integration. There is a way to put HTML code in a Drag and Drop built page, but it will not function properly. Leadpages site defaults to "Drag and Drop" so you will need to switch to Standard. If you want to determine if your existing Leadpage was created in Standard or Drag and Drop, just look at the icons on your list of Leadpages. A blue icon means it uses a Drag and Drop template and a green icon means it uses a Standard template. Step Two - Connect your Simplero Opt-In Form Once you are in the Standard page, click on the Gear icon next to 'Opt-In Button', and then select 'Link Options'. From there you have two choices. If you want to direct them to a Full Themed Simplero Opt-In Form, select 'Go to a URL' and enter the URL of your Opt-In Form.' It's pretty self-explanatory from that point forward so the rest of this guide will focus on Option 2, below. If you want the customer to stay within Leadpages, select 'Show Opt-In Form’. This option uses a raw code Simplero form. There are instructions below regarding where to find this code. Next, click on 'Advanced Settings' and then 'View/Edit'. Select 'Integration Settings' from the top of the list on the left and then click 'Other' under 'HTML Copy/Paste' in the top box. Copy your raw form code from Simplero and enter it in the HTML code box. To get the code that you need to paste here... Select Lists & Contacts from your Simplero Dashboard In the Lists tab, select your List Select the Signup forms tab and click the + Create a new signup form button at the top right corner Select the Create a raw HTML landing page type of signup form This gives you the code that you need to copy and then enter into Leadpages Once you have entered your raw form code, click Okay and then 'Save changes' when Leadpages drops down a warning. Step Three - Edit your Leadpage Fields If GDPR consent is turned on for your Account and List, then the GDPR consent language that you entered into your Simplero account will show up in your Leadpages. You will probably want to erase the label text (Gdpr_consent) that shows up and uncheck the Confirmation box that Leadpages provides – you don’t need that because you are using Simplero’s GDPR confirmation. You can edit the other fields in the Leadbox and link to your Simplero privacy policy if you want. Voila! Done! P.S. Leadpages does not have a direct integration with Simplero. We wish they did, but they don’t. Please ask them to integrate with Simplero. The more people ask, the better chance of integration happening!

WebinarJam

Integrating with WebinarJam WebinarJam is a popular webinar hosting application that makes it easy to set up and run webinars. Simplero provides a simple, one-way, integration that allows you to include auto-registration links in your emails to your contacts, so people can register for your WebinarJam webinars with one click – and without having to fill in their contact information all over again. Setting up the integration with WebinarJam To set up the integration with WebinarJam, you need to collect two pieces of information from WebinarJam for us to be able to talk to your account. Follow the steps below: Log in to your WebinarJam account Under "My webinars", click the Advanced link next to any one of your webinars. The information we need is the same for all webinars, but you must have at least one webinar set up in order to get the information. 3. Click the API custom integration option in the modal that appears: 4. Copy the Member Id and API Key Now, go to your Simplero account and follow these steps: Got to Settings > Integrations Find WebinarJam in the list of available integrations and click Add WebinarJam integration Fill in the member ID and API key from WebinarJam and click Add integration Your integration is now set up. Adding auto-registration links to emails When editing an email after setting up the WebinarJam integration, choose "Insert" > "WebinarJam auto-registration link": In the resulting modal, you can now choose between any of your upcoming webinars: Note that only webinars that have been scheduled some time in the future will be listed. Past webinars will not. If you don't see your webinar in the list, make sure you have a schedule set up in WebinarJam. When you've found the webinar you want people to be able to register for, click "Insert link" and a link will be inserted into the email with the name, date and time prefilled by default. Feel free to change the title of the link – it's the URL that's important. Getting your registrants from WebinarJam to Simplero If you want your registrants in WebinarJam to automatically get on a list in Simplero, you have to use Zapier, since WebinarJam is still not offering any options for direct integration with Simplero. Here's how to set it up through Zapier. If you never need to move more than 100 registrants per month, you can use the Zapier free plan. You connect WebinarJam with Zapier via this guide. The Simplero end of things is explained here. WebinarJam is the trigger app, and then you add Simplero as the next step. You can also just download the registrants from WebinarJam as a CSV file and import to a list in Simplero. Usually the best practice is to send your prewebinar mails through WebinarJam, so people get the right link, and then the follow up mails through Simplero.

EverWebinar

Integrating with EverWebinar EverWebinar is a popular webinar hosting application that makes it easy to set up and run webinars. Simplero provides a simple, one-way, integration that allows you to include auto-registration links in your emails to your contacts, so people can register for your EverWebinar webinars with one click – and without having to fill in their contact information all over again. Setting up the integration with EverWebinar To set up the integration with EverWebinar, you need to collect two pieces of information from EverWebinar for us to be able to talk to your account. Follow the steps below: Log in to your EverWebinar account Under "My webinars", click the Advanced link next to any one of your webinars. The information we need is the same for all webinars, but you must have at least one webinar set up in order to get the information. 3. Click the API custom integration option in the modal that appears: 4. Copy the Member Id and API Key Now, go to your Simplero account and follow these steps: Got to Settings > Integrations Find EverWebinar in the list of available integrations and click Add EverWebinar integration Fill in the member ID and API key from EverWebinar and click Add integration Your integration is now set up. Adding auto-registration links to emails When editing an email after setting up the EverWebinar integration, choose "Insert" > "EverWebinar auto-registration link": In the resulting modal, you can now choose between any of your upcoming webinars: Note that only webinars that have been scheduled some time in the future will be listed. Past webinars will not. If you don't see your webinar in the list, make sure you have a schedule set up in EverWebinar. When you've found the webinar you want people to be able to register for, click "Insert link" and a link will be inserted into the email with the name, date and time prefilled by default. Feel free to change the title of the link – it's the URL that's important. Getting your registrants from EverWebinar to Simplero If you want your registrants in EverWebinar to automatically get on a list in Simplero, you have to use Zapier, since EverWebinar is still not offering any options for direct integration with Simplero. Here's how to set it up through Zapier. If you never need to move more than 100 registrants per month, you can use the Zapier free plan. You connect EverWebinar with Zapier via this guide. The Simplero end of things is explained here. EverWebinar is the trigger app, and then you add Simplero as the next step. You can also just download the registrants from EverWebinar as a CSV file and import to a list in Simplero. Usually the best practice is to send your prewebinar mails through EverWebinar, so people get the right link, and then the follow up mails through Simplero.

How to Integrate Simplero with Mailchimp

Some people like their MailChimp. Who are we to stop them? Specifically, MailChimp has a much fancier graphical email editor than Simplero, because we believe in simplicity and we know that more plain-looking emails actually convert better, meaning people click and buy more. Nevertheless, if you add your MailChimp API Key in your Simplero account then you can choose a list in MailChimp to use as your "house list". This is the list that people will be added to when they purchase from you and they check the box to get news and special offers. Select Settings from Simplero Dashboard Select the Integrations option Scroll down to the MailChimp Integration section and click Add MailChimp integration Here you can put in your MailChimp API Key Scroll down and click the Add Integrations button We sign up for both the Simplero main list and Mailchimp, if both are defined. You'll also get the opportunity to hook a product up with a specific list in MailChimp. When you do this, each participant will automatically be added to this list, and if they cancel or fail to pay on time, they're automatically removed too. Finally, you get the option of adding to or removing from MailChimp lists in your triggers and automations, which in turn lets you do a bunch more cool stuff.

How to Integrate WiserNotify With Simplero

Do you want to integrate with WiserNotify for sales notifications? Setting up the integration with Simplero is super simple, here's how: Steps for Integrating With WiserNotify On your WiserNotify dashboard go to the Simplero integration and click on the Connect button. Name your connection, click the Create button, and don't forget to copy the link before you head to your Simplero dashboard. From your Simplero dashboard, navigate to Settings >> Triggers >> Add trigger and create a Product trigger: That's it - all done!

How to Integrate Group Collector With Simplero

Integrating Group Collector auto-responder with your Simplero account is as easy as 1, 2 - that's it, just 2 steps! Steps for Integrating With Group Collector 1) Head to Simplero >> Settings >> Integrations dashboard and create a new API Key. 2) Navigate to Group Collector >> Update Auto Responder and enter the API Key and the list ID* you'd like to add the new members to. Note: The List ID can be found at the end of the URL formed by a series of numbers as in the example above. That's all there is to it!

How to Integrate Interact Quizzes With Simplero

Want to integrate Interact Quizzes with your Simplero account? Here's how: Steps for Integrating Interact Quizzes In your Simplero dashboard, navigate to Settings >> Integrations. Click Create new API Key. In the popup, enter a purpose for your API Key, ideally something similar to "Interact." Click Ok. Click on the copy icon under the Get column to copy your API Key. You'll need this for the next step. Connect Simplero to Your Interact App Create a new Quiz. On the next two pages, choose the type of quiz you want to create Once the quiz is created, on the left side, turn on the "lead generation" option: This will prompt you to select your form fields and settings. Set them up and click on "Save and continue": On the next page, choose Simplero from your list of integrations: Copy and paste your Simplero API Key and click Connect API. Map Interact Triggers to Simplero Actions In the following steps, you'll have the chance to map a set of Simplero actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or submits a specific quiz answer. To open the list of Simplero actions, click on Add Action: In the slideout menu, you'll see a list of available actions to run in Simplero. The available actions are: Add to List: Choose a Simplero list from the dropdown to add new contacts to a specific Simplero list. Example: For a quiz result trigger, you can connect results to different lists to send autoresponders specific to the quiz result your customers received. Update Contact Field: Choose a Simplero contact field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you can choose the Simplero contact field "Quiz Result Title" from the dropdown and populate the field with the quiz result title for your quiz. Add Tag to Contact: Choose an existing Simplero tag from the dropdown to add to the new contact. If the contact already exists, the tags will be added to the existing contact. Note: Tags can only be added to a contact, not removed. Once you're finished with one trigger, you can select a different trigger from the left sidebar. When you've set all triggers that you need for your specific setup, be sure to click Save & Continue. Note: You can choose more than one action per trigger Map Form Fields to Simplero Contact Fields In your Interact Form Fields, you'll find an overview of the way your opt-in form fields are connected to Simplero contact fields. Default fields (Email, First Name, Last Name) can't be changed. For all other custom fields, choose one contact field from the dropdown that you would like to populate with the form value. Example: mapping custom field Country to "Custom Field 1" will populate the value inputted for Country into the Simplero contact field "Custom Field 1." When you're finished with mapping your form fields, be sure to click Save & Continue. If you find you need to make changes, you may edit the integration settings at any time. Notes: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after the changes have been saved. Existing Simplero contacts will be added to the specified lists. New tags will also be added to the existing contact, and contact field values will be updated with the newly inputted values.

Zapier

We are excited to tell you about an awesome feature, Zapier Integration! Zapier is a service that connects the web apps you use to easily move your data and automate tedious tasks. They have 300+ popular apps on their roster; think Gmail, Salesforce, Basecamp et al. And we are now pleased to announce that Simplero has joined that list. Zapier operates on an "if this happens, then do this" principle. Technically, we call them triggers and actions. If trigger happens, then perform an action. For example, you have a "Contact Us" form on your sales page, and you would like to add whoever submits the form to a list called "Potential Customers" in Simplero. The Zapier integration is built just for this! Here are all the things you can have Zapier trigger in Simplero: Add Purchase - create a new purchase for a selected product. Create or Update Contact - Add a new contact or optionally update the information about a contact in Simplero. Tag Existing Contact - Add a tag to an existing contact Subscribe to a List - Subscribe a customer to a list in Simplero. Remove Subscription to a List - Unsubscribe from a list Remove Tag from Contact - Removes a tag from a contact. Zapier also works the other way, from Simplero to other apps. e.g. When someone makes a purchase in Simplero, you would like to send them a thank you card... Simplero + Zapier + Thankster can make it happen. Here are all the things that you can have Simplero fire in Zapier: New Purchase - Will be fired whenever a new purchase is made in Simplero. Tag Added to Contact - Triggers when a tag is added to a contact. Delete Subscription - This will be triggered when a customer opts out of a list. An example of a desired action would be to send an Email or SMS. New Subscription - Triggered when someone subscribes to a list. Tag Removed From Contact - Triggers when a tag is removed from a contact. Delete Purchase - Fired when a purchase expires, is canceled, or is refunded. How to Set Up a Zap Sign up with Zapier account, using this link. If you are already a Zapier customer, simply log in to your account. Click the Create Zap button to get started Search for Simplero for your Trigger App Choose your trigger and click the Continue button (New or Delete a purchase or subscription, or tags added to a contact) Go back to your Simplero account in a new tab and create a new API key for Zapier Select Settings from Simplero Dashboard Select the Integrations tab Click the +Create new API key button Enter Zapier for your API key name Once the system generates the API you will select the Clipboard icon next to it, that will copy the API key and now you can paste it to connect Simplero with your Zapier account Go back to your Zapier account and click the +Connect an account button to connect your Simplero Account Paste the API key that you copied from your Simplero account and click the Yes+Continue button Test your connection (If you chose the Purchase trigger step, you can create a purchase by buying the freebie link) When successful, click the Continue button Repeat steps 3-4 for what will happen after Trigger Action in Simplero Test your new trigger Finish settting up the Actions and Turn on your Zap Find all your Zaps in your Zapier dashboard where you can turn on/off all your triggers, as well as rename them. Happy integrating! Note! If you use the Action: Create or Update a contact in Simplero… You will have the option to either override existing values or not. Choose Yes if you would like to update a contact value when importing data from Zapier. Choose No if you would like to only import new values and do not update existing data already stored in Simplero.

Pipedream

Pipedream is a code based integrations platform that allows you to write custom code on top of integrations with common software. Simplero currently has basic Pipedream support. To connect Simplero with Pipedream create an API key first on your Simplero Account Settings >> Integrations: Copy the API Key we've just generated for you: Lastly, follow the instructions in Pipedream to Connect Simplero here.

How To Use the Zoom Integration

Our integration with Zoom 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. 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! Triggers! The following triggers are available: 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. Actions There are also four 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 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. If you are using a Basic Zoom account, be aware that Zoom doesn't support registration on basic accounts. In those cases, we won't offer registration to users on those events. 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. 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!

Acuity Scheduling for Bookings

We recommend using Simplero's scheduling links. You can keep everything in one place, do some cool stuff and save some money! However, if you still want to use Acuity Scheduling this guide outlines 2 methods of integrating Simplero with Acuity Scheduling. Send Booking Link when a Customer Purchases a Product The most common case is when a customer purchases a product that requires they book time with you, that you automatically email them a link to schedule. To do that in Acuity Scheduling, you will first get the URL found under "Scheduling Page Link". Then in the Simplero product (Sales >> Products), we'll setup an Auto-Response email to automatically send the customer the link to book time with you once they purchase that product. You will create an auto-response email that includes the link to book time with you. Then when a customer purchases that product they are sent this email and given the option to schedule time with you on your calendar. Setting up the Simplero / Acuity Integration There is also an integration which allows your customers who are scheduling appointments with you in Acuity Scheduling to be added to one of your Simplero lists. Here are the steps to setup that integration: Log into your Acuity account Select Business Settings from your Acuity Dashboard Select the Integrations tab Find and select Simplero, click the green Set Up button and a pop-up menu will appear Go back to your Simplero account Set up an API Key Paste that API key from your Simplero in the pop up menu from step 4 Once your connection is set-up you will be able to select the list that your customers are added to when new appointments are scheduled. Optionally, you can subscribe new clients to your Simplero list when booking. Just create an intake form with a Checkbox or Yes/No Choice question like "Do you want to join our mailing list?" and select it. FAQ The integration allows customers to be added to a Simplero list when booking an appointment in Acuity. How can I get the information about the appointment to Simplero (ie. the time, the calendar they booked on, etc)? >> Only the contact name, email, and appointment type (as a tag) is added to Simplero's contact record. Time, calendar, etc.. is not sent to us from Acuity. You might use Zapier to get this info onto the contact record. See this guide to know how to set up Zapier. Why contacts are not showing as new subscribers when they've made an appointment? >> Only clients booked through your client scheduling page who answered yes to your opt-in question will be subscribed.

Twitter

Setting up a Twitter integration Select Settings from your Simplero Dashboard Select the Integrations tab Find Twitter in the Available integrations list and click the Connect to Twitter button Authorize Simplero access to your Twitter

TikTok Pixel

The TikTok integration allows you to track users with TikTok Pixels. Navigate to Settings > Integrations on your dashboard and click on Add TikTok integration. Enter your TikTok Pixel, then click on ‘Add integration’. You’ll now start getting tracking data recorded form your TikTok Pixel!

Embed a Facebook Page Widget

Facebook page widgets can display your Facebook events, timeline and/or messages. Below, you'll see Simplero's widget displaying our latest posts. This is particularly useful if your business runs on "socially-fueled" events and you'd like a way to "sync" your Simplero site with your Facebook page. You may also want to do this in order to show an overview of upcoming events to people who visit your Simplero pages. Note: This only works with Facebook pages, not groups or personal accounts. First things first, get the personalized code from Facebook: Go to this page: https://developers.facebook.com/docs/plugins/page-plugin Enter your Facebook page's url Designate what you'd like the Widget to display by listing one or more of the following: timeline, events, messages (use a comma if you're listing more than one) Enter the pixel width (up to 500) Enter the pixel height (minimum of 70) Select the size of header. Select whether to hide or show your page's cover photo. Select whether to adapt plugin to container width. Select whether to hide/show a viewer's friends faces. Click "Get Code" and let the Facebook tech elves do their magic! A window will appear with the code to insert into your Simplero pages/sites. Now, Update Your Simplero Site/Page: Copy the first block of code and paste it in the custom tracking html code for BODY section. You can find this by clicking "Website" > "Configure" and scrolling down. Press save. Then copy the second block of code onto any page you'd like that plugin to appear by using the "Source Code" feature in any text content block. Please note that the plugin will only appear on the live page, NOT while viewing the page in "Edit Mode."

Debug a Facebook or LinkedIN share

Every now and then when you go to share a link to your site on Facebook or Linked-in it will pull old content. Don't worry though it is a known challenge with a quick and easy fix. Facebook debugger Facebook has a Sharing Debugger. You'll want to put your link in there and it will then see the information that is used when your website content is shared on Facebook, Messenger and other places. You will see what meta tags the crawler scrapes as well as any errors or warnings. The debugger also triggers a scrape of your page, so if you do have errors in your HTML you can use the debugger to update your content. Once you are ready click the "scrape again" button to fix the issue with old content and with that you should be good to go. See Facebook's guide on Updating Objects to learn more. Note: If there is another image on the same page that is larger than the main image you have selected for your article, there is a chance that Facebook will opt for the larger image instead. Even if your chosen image meets Facebook's guidelines! LinkedIn Post-inspector LinkedIn has a post-inspector, that removes old content. Go to the post-inspector, add the link that you want to share, and click "inspect". The updated content will now show. Then try sharing your URL on LinkedIn. See LinkedIn’s guide on clearing link preview cache here.

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Meta Integration: Meta Pixel and Verifying Domains

We all want good data, right? Good data is critical to building a successful online business. And, whether we like it or not, Meta has a lot of that data. Simplero makes it easy to send data back to Meta. All you need to do is add your Meta Pixel (previously called Facebook Pixel) in one place. Just one. We’ll track all the relevant events accordingly. Even if you’re not using Meta ads yet, you should install the Meta Pixel now. It'll start collecting data right away so that you don’t have to start from scratch when you’re ready to create your first Meta ad. Calvin walks you through it all in the video above! Where Do I Add the Pixel? Go to your Simplero Account > Settings > Integrations > Meta. You’ll see a spot at the top to paste your Meta Pixel ID. After you paste your Pixel ID, hit Add integration, and you’re done (in Simplero at least). Head to Meta to see the tracking results. Where Do I Get the Pixel? Meta moves the Pixel around from time to time, so you might need to check their Documentation. As of this writing, you can find it in Meta’s Event Manager. There’s a link to your Events Manager in your Simlero account in the spot where you can add your Pixel (mentioned above). Just make sure you're already logged into your Meta business account when you click it. What Events Are Tracked Automatically? Simplero tracks: PageView Purchase / Subscription / StartTrial InitiateCheckout / AddToCart ViewContent CompleteRegistration Lead What does that mean in plain(ish) English? PageView Fired almost everywhere Sites Landing pages - embedded, full, and old-skool Worksheets Purchase order form Purchase thank you page List confirmation page List thank you page Not spaces (which are a deprecated feature - most of you don’t have this) Purchase / Subscription / StartTrial One StartTrial event for the main purchase where the period was free. One Subscription event that will contain details of all the three purchases (id, name, quantity) as well as the total money you paid for these ($39). One Purchase event that will contain the detail of the one-time purchase (the upsell). This too will contain the name of the Product, its id, quantity, and amount ($200). When you complete a purchase, we fire some combination of these three events depending on the type of purchase. For example, if you bought a Product with a free trial (first period is free), three order bumps ($13/per month each), and one upsell (one time for $200), we'll send those events to Meta. InitiateCheckout / AddToCart These events are fired when you visit the Order Form for a Product. They include the same information (Product name, id, default quantity, value of the default price). Both these events are fired with the same information at the same time. ViewContent We currently fire this event on the Product’s sales pages (the main one or additional full landing pages). We send the associated Product’s information (name, category, id) and the page URL. Complete Registration This is fired when you submit a signup form for a List (on an embedded page/full landing page). We send the List name as the parameter. Lead This event is fired when you successfully confirm your subscription (or if the List doesn't require confirmation). For example, when you get to the thank you page or the content page of the List. This also works across full and embedded landing pages. Conversions API Access Token The Conversions API Access Token will allow us to send events using the Meta Conversions API > Meta guide. Notes: By providing Meta Pixel ID, we will track using the browser. We include user data including but not limited to name, email, and phone when we have it through the Meta Pixel using the browser. If you provide us with both - your Meta Pixel ID and your Conversions API token, we'll track using the browser as well as using the API server-side >> the only difference is that the page view events are not tracked Server side). Your Pixel ID is required in all cases. If you don't provide it, nothing is tracked. Test the Setup If you're going to spend money on ads you have first got to test to ensure everything is working!! Otherwise, you're flushing money drown the drain. We recommend the Chrome Meta Pixel Helper plugin. It will show you which (if any) Meta pixel and event codes are installed on a site. Visit a page, subscribe to a list, create a freebie purchase - do the right Meta pixels appear? If not, something is off. Check your setup! Note: If you're using an Ad Blocker in your browser, be sure to turn that off! I mean we're testing an ad 😀 Some Other Resources: Custom Meta Pixel Guide Meta Event codes Chrome Meta Pixel Helper plugin GDPR notice for those doing business in the EU: Please keep in mind when using tracking pixels that you are doing so in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice. Should you have a question about compliance, please consult a lawyer. Verifying Your Domain You only need to verify your domain if: You want to have authority over which conversion events are eligible for your domain. You are an educational organization with an .edu email address. Your email domain doesn’t match your website domain. You want to manage editing permissions for your ads. You must verify your custom domain and sub-domain(s), not Simplero's domain. Domain Verification must be done at the effective top level domain plus one (eTLD+1 ). For example, for www.courses.domain.com, courses.domain.com and domain.com, the eTLD+1 domain is domain.com. To verify the ownership of your domain where the pixel has been installed you will also need to add the verification meta-tag on your site HTML head section on the same admin page: Head to your Business Manager >> Business Settings. Business Settings >> Brand Safety >> Domains. Add >> Add a Domain. Choose Meta Tag Verification. In Simplero, add the Meta Tag to the <head> section in the HTML of the domain home page. Confirm by visiting your domain home page and open the Source Page View to confirm the meta-tag has been added (right button click on your mouse anywhere on your home page): Scroll down to confirm the meta-tag has been added on the page successfully: Back in Business Manager >> Verify. Be sure to leave the Meta tag in the home page. Assign the Meta page to associate with the verified domain. Meta App ID When using a custom domain and the Meta Integration (for example sharing buttons on the Site Builder) you’ll also need to bring your own Meta App ID. If you don’t have one yet, check out Meta developer resources to know where to find it. FAQ I do not have a custom domain, do I need one or can I use Simplero's? With the latest update on Meta policies, you are required to verify the ownership of your domain to continue sharing your content in Meta. This means you must arrange your own custom domain and follow the instructions above to verify it. More info on Meta’s Domain Verification and Best Practices for Domain Verification articles. Does Simplero Integration Cover CAPI? Yes, it does! What if the sales from my landing page aren't recording in Meta Ads Manager? If sales are showing up as Registrations and not Sales in your Ads Manager, or the Purchase Value isn’t recording in there either, here are some things to check: Make sure your Meta Pixel is installed correctly. Our instructions above show how to do this, and this guide from Meta shows the different ways to configure the pixel. Download the Chrome Meta Pixel Helper and install it on your browser (if using Chrome). Now run it while visiting your page and clicking your CTA buttons, just to see if it reports any issues! Check what your Pixel Manager says when you try to complete the action you want record (like checking out on the order form page). Then click the “Troubleshoot Pixel” option on the Chrome Meta Pixel Helper to see what it says for both these instances: Check whether the Thank You Page for your product is inside of a closed site. If so, try adding a public Thank You page to the product instead. Et voilà! One of these should do the trick 💪

Facebook Messenger Chat

Setup Facebook Messenger Chat on a Site or Membership Site Would you like to be able to chat with your customers in real time? Perhaps you want to offer prospective customers and/or existing members this option for interaction with you. Facebook Messenger is one of the services that will enable you to do so. This guide will explain how to find and use the code that will enable a customer to start a chat with you on your Simplero site or membership site using Facebook Messenger. Here's how to set that up Go to your Facebook business page Select the Settings Messenger Platform Scroll down or jump to the Messenger Chat Section and then click the Setup button Follow the 3 steps in the guide that appears. You can customize the welcome text and add your brand colors if you so choose. In step 3, add the URL for the Simplero Site or Membership Site that you want to use the Chat on. (If you have your own domain, you'll need to add both URLs, your domain one and yoursimpleroaccount.simplero.com URL). If you want to use it on both a Simplero Site and a Simplero Membership Site, you need to enter both URLs on Facebook. Save and then copy the code. Really make sure you've saved - you'll see a green 'Saved Successfully' message once it works. It's a little touchy... Go back to your Simplero Site or Membership Site and select the Configure tab Scroll down to the Advanced section and paste your code into the 'Custom tracking HTML code for body' area Click the Save changes and you're done! The Chat button will now appear on all of the pages of your Site or Membership Site. P.S. Facebook changes their services frequently and this may change without us realizing it. You've been warned! Can't see the Messenger Chat yet? Make sure your browser doesn't have any AdBlockers installed!

Embed Your Google Docs, Sheets, and Slides into Simplero

It is possible to embed your Google docs, sheets, or slides into your Simplero course content. However, since updates to this feature are mostly controlled by the Google Doc team, you'll find the best answers to this question on their support page here. Here are just a few ways you can use this integration: Embed your slides into a course lesson Include the webinar slide deck on the replay's landing page Share spreadsheet tables and graphs on a site's page Add value to your courses by providing a document template Embed a Google Doc into your Course Open a file in Google Docs, Sheets, or Slides. At the top, click File Share Publish to the web. In the window that appears, click Embed. Choose a publishing option: Spreadsheet (on Sheets): Choose to publish the entire spreadsheet or individual sheets. Presentation (on Slides): Choose a presentation size and how quickly to change the slides. Click Publish. Within the course editor in Simplero (or the text section where you want to embed), hit the <> button to view source code and then paste in the copied HTML. NOTE! Make sure you’re in the Legacy Editor to see the source code! Share a *Copy* of a Google Doc/Spreadsheet Sometimes you want to share access to a Google doc, but don't want to give access to edit the original Google doc. For this, you'll want a link that automatically prompts them to "make a copy" of the file. To do this, follow these instructions: With any Google Drive file open, select File Share Share with Others Ensure share settings are on for "Anyone with the link can edit" before selecting Copy: Insert this new link anywhere you'd like within Simplero, making sure to replace the final bit of the URL "/edit?usp=sharing" with "/copy" For example: If the original link was: https://docs.google.com/document/d/secretcode/edit?usp=sharing The copy version of the link would be: https://docs.google.com/document/d/secretcode/copy Anyone who clicks on that modified link is presented with a prompt asking if they'd like to make a copy of this document! Insert this modified link anywhere in Simplero for your customers. Tada! 🪄

Use Merge Fields to Register a Subscriber for a Webinar

Have you ever wanted to sign up your webinar attendees for your webinar by using Simplero instead of using the webinar provider's sign up function? There could be several reasons for wanting this: You're running a webinar launch with affiliates and want to be able to track the affiliation when they sign up for the webinar. This can be really difficult using 3rd party sign-ups. You want to track their GDPR consent using Simplero’s functions. You don't want to have to use and pay for yet another piece of software (like Zapier) to move them to Simplero after they sign up for the webinar. We now have a solution that will make it possible to sign up your registrants on a Simplero list and add them to the webinar at the same time! You need the one-click code from your webinar provider. If you're using WebinarJam, Go to your WebinarJam dashboard Select the Advanced settings for the webinar you want Select the one-click registration option and copy the code. This will give you code like this: Edit the code to use the Simplero merge fields codes: You want it to look like this: Now, Create a list in Simplero for the webinar (remember to set your preferred GDPR and double opt-in confirmation settings). You probably want the webinar program to send the pre-webinar mails. If not, set up your auto responses in Simplero. Then make an awesome sign-up form! After that, Select Contacts from your Simplero Dashboard Select the Lists tab Select the List you've created for your Webinar Select the Content tab Scroll down to the Custom Pages section Paste in the edited one-click URL you copied from your webinar provider in the Custom 'you have successfully subscribed' page area Click the blue Save changes button Success! When someone signs up to this list using your Simplero sign up page, they will be taken to the webinar one-click registration page as their thank you page. Simplero will fill in their name and email information, so the webinar provider can add them to your webinar registration list.

Using Simplero With Your Existing Website

You can build your website in Simplero or you can keep the existing website you already have. Sometimes people love the one they have or just don't want to move it right now! No worries. Simplero will play nice. ;) There are two ways to connect Simplero and your website, and we've got the steps you need to manage them right here. Embed an Email List Opt-In An email opt-in requires a bit of code that you copy from Simplero and paste into your website. You've got two options for this. You can use generic code that uses the styling from your website. This is called raw form code. You can also create (and style) an embedded form in Simplero and then just post that to your website. You can find the embedded form code by following these steps: Select Contacts from your Simplero Dashboard and choose Lists from the dropdown menu. Select the List you want people to opt-in to. Select the Signup forms tab. Click the Create new signup form button on the top right corner. Select the Embedded type of signup form. After you've chosen your Template, stay on the Content tab, and scroll down until you see the Embed Code that you can give to your web designer. Landing Pages and Order Forms You can use your external website to promote your offerings and then use a link or a graphic button for people to buy your product through, like a "buy now" button. For this, simply make something to link to, the same way you'd make any other link on your site, whether it's a graphic, a button, or just text, and then link it to the order form on Simplero. Here's the step by step to linking to an order form: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu. Select your Product. In the top righthand corner, you'll see the Links button. Click the Clipboard icon next to Order Form in the dropdown menu to copy the link and paste it where you need it on your website. You can also send your folks to a landing page that you build in Simplero. Most people do this with a 'Learn More' button on their website. That's All You Need to Do! That's all there is to it, and now you're all set to deliver value to your list and bring in sales. Whether or not you keep your external website, Simplero can then handle all your content and product delivery to Simplero.

Google Tag Manager

This integration allows you to effortlessly manage your website's tracking and analytics without the need for complex coding. Simplero and GTM Integration Instead of manually adding the GTM code on the Tracking page, Simplero offers a convenient integration with GTM. With this integration, you simply need to provide your GTM Container ID to Simplero, and it will automatically place the necessary code in the appropriate locations. Simplified Cookie Consent Handling One of the advantages of using Simplero's GTM integration is that it handles cookie consent for you. Cookie consent refers to the permission required from users to store and access their personal data through cookies on your website. Simplero's integration ensures that your website complies with cookie consent regulations without any additional effort on your part. "Only Run on User Interaction" Setting Simplero's GTM integration also offers a useful setting called "Only run on user interaction." This setting can help improve your website's PageSpeed scores. PageSpeed is a measure of how quickly your website loads and performs. By enabling this option, the GTM code will only be triggered when a user interacts with your website, reducing unnecessary code execution and improving your website's overall performance. Happy tracking!

AI Bot

Write faster emails and captivating headlines effortlessly with personalized AI-powered suggestions, making your interactions smoother and more intuitive. Click on the Sparkles icon on your dashboard header ✨ Pick which category suits best your request: You'll be able to copy results to your clipboard using the icon on the top right corner of the generated response. Or get more suggestion using the 'Generate more' button at the bottom: Experience the power of AI at your fingertips today!

Okta

Connect Okta Single Sign-On (SSO) for secure authentication using Okta login details. Okta is an identity and access management platform that handles user authentication for organizations. This integration is ideal for businesses seeking centralized access control. This feature is only available on the Skyrocket plan. Navigate to Simplero > Integrations and scroll down to Okta. Click on Add Okta integration: You’ll need to enter the following credentials: If you need help finding this information, contact Okta’s support team for further assistance. Once you got Okta connected to your Simplero account your users will see the option to login through Okta in the Simplero login page: If it’s the first time they log in with Okta they will have to enter their credentials, then will be prompted with a connection request: That’s all!

TaxJar

Easily manage United States sales tax in Simplero with TaxJar. This guide walks you through integration, automatic tax calculations, and compliance, so you can focus on your business. Let’s get started! Navigate to Settings > Integrations, and scroll down to TaxJar. Click on ‘Add TaxJar integration’: You’ll need your TaxJar API Token which you’ll find on your TaxJar dashboard > Account > TaxJar API: Paste it in Simplero’s TaxJar Token, and click on ‘Add integration’: You are all set! Now taxes in your Simplero account within the United States will get calculated through TaxJar.

Contacts Settings

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Simplero lets you add custom fields to your contacts. You can collect any type of information including complex ones like addresses and phone numbers.

Enable Unengaged Contacts Tracking to stop sending mail to people who aren’t paying attention anyway. Create triggers to manage unengaged contacts.

Custom Fields

Simplero lets you add custom fields to your contacts. You can collect any type of information you want, including complex ones like addresses and phone numbers. Yay! We've added a bunch of built-in field types, like the Twitter handle, age, birthday, addresses, phone numbers, and so on. In addition, you can add as many of your own fields as you'd like. You can add fields to forms and you can add additional ones to products that are only relevant to that particular product, such as what they'd like for lunch 🥪 How to add fields: Select Settings from your Simplero Dashboard Then Select the Custom fields tab under Contacts Click on Add custom field at the top right corner: Look at all the Field types located on the right side of the screen: Choose the field you want to show in your form. It’ll get added to the bottom of the list and open the field settings on the right: For how to add the fields on your opt-in form, see this guide. Interpolation Keys on Custom Form Fields For each field you add to your forms, you can also now add a customer Interpolation key. The interpolation key allows you to transfer the information filled in when completing that field to an email broadcast. Here's how you do it... Select Settings from your Simplero Dashboard Select Custom Fields under Contacts Click on Add custom field You'll see a box that says "Interpolation keys", fill in that box with a label that will let know what field information you are bringing over. For example, if it was a phone number field, the interpolation key would be phone_number: Now when you create your broadcast or landing page, in the body of text you can type in your interpolation key, and the information the customer put into that field will show up. Sticking with the example of the phone number I would type wherever I can include these strings. Triggers on form fields By adding a trigger to a form field, you can make the system perform an action based on a customer's response. For example, if you ask them to check a box for the type of emails they'd like to receive (e.g. upcoming webinars, new products, interviews, etc.) then you could add a trigger to each check box that adds them to a corresponding sub-list you use specifically for sending emails about that topic. To add the trigger simply click on Add button in between the title of each field option and the trashcan icon: Allow Contact To Edit Fields With the exception of name and email, all other fields can be optionally edited by your contacts. Turn on the toggle on the custom field to enable contacts to edit the field: Your customers will then see that field on their subscription management page and be able to edit it from their end by clicking on ‘edit contact information’.

Unengaged Contacts Tracking

What are Unengaged Contacts? Picture this- You have a brilliant business (duh!). You spend valuable time crafting the perfect emails to grab your clients’ attention. You start your fine-tuned automation… only to find out that some recipients have decided not to open your emails 😒 People who never click on your links for a period of time are called Unengaged Contacts. Why care about Unengaged Contacts? You might be thinking, “So what?! I like having a big list and I want to keep it that way!” We hear ya. While a big list is a great accomplishment, Unengaged Contacts have a sneaky way of working against you. Let me explain... Big email providers like Google track the open rates of emails from specific addresses. If you have a good open rate, the email providers will continue putting your correspondence into recipients’ inboxes. However, if they see that too many of your recipients don’t engage with your emails, they might decide your emails belong in the Promotions Folder or worse... Obviously, you want to avoid this. “Unengaged Contacts Tracking” to the rescue! 🎉 What can you do? Enable Unengaged Contacts Tracking to stop sending mail to people who aren’t paying attention anyway. Email broadcasts will automatically exclude unengaged contacts, and you can always turn off the exclusion for a broadcast if you need to. For even better results, create one or two automations to re-engage unengaged contacts or just clean up your list. Where do I enable Unengaged contacts? Navigate to your Dashboard Settings >> Unengaged Contacts and enable using the blue button at the bottom: Set up for how long a contact has not engaged with you for to be considered Unengaged and Save changes. You can add triggers based on when a contact becomes unengaged or when they re-engage. For example, start an automation with a certain email sequence to motivate re-engagement. You'll find there's an automation that has been created by default for you to enable it right away! Go ahead and customize the emails we've created as a starting point for you to start the re-engagement process: Note: This will add the unengaged contacts to the automation even if they are not subscribed to any list. If you don't want them to receive those emails when they are not subscribed to any list (in some cases you will need this to comply with EU GDPR laws) you can add a condition to the automation or stop steps. What will make a contact turn into re-engaged? Opening an email Following a link in an email Subscribing to a list Activating a purchase Replying to an email Registering for an event NOTE: This includes emails for automations and broadcasts. The Last Step: Mark Contact as Archived At the end of the automation, and if the contact has not re-engaged, it will be marked as 'archived'. So what next? Simplero will pause any flows and suspend all subscriptions of archived contacts. They will not be included in the number of contacts we bill you for. You won't be able to email archived contacts. BUT, there are some exceptions where we won't mark a contact as archived that you need to take into account... You can't archive contacts that have either logged into a site in the last 30 days or have active purchases. Learn more about managing contacts and lists on this other guide.

Lead Scores

What is a Lead Score? A Lead Score is a numerical value used in sales and marketing to assess the likelihood of a lead (a potential customer) becoming a paying customer. It helps prioritise leads based on their level of interest, engagement, or fit with the product or service being offered. How to Use Lead Scores in Simplero You can add triggers that increase someone’s lead score after they perform a specific action (such as purchasing a product, subscribing to a list, etc). You define the actual value that you give to each action. It requires a mix of data, intuition, and refinement over time and it will depend on what is important for your business. Here’s how to do it: Select Contacts >> Lists or Sales >> Products from your Simplero dashboard Head to the Content tab Scroll down to the Triggers section and press the blue + Add Trigger button Choose the Event you want the trigger to fire for (ie. when Participant: Activated) Select Adjust lead score as the action Enter a positive amount to increase the score, and a negative amount to decrease it Give it an explanation and press the blue Create trigger button: NOTE! Don’t forget to press the Save changes button after this, if you added the trigger to a Product or a List under the Content tab: Other actions you can add a trigger to that will increase their lead score: Completing a Course Lesson Registering and/or Attending an Event Submitting a Worksheet and/or Survey Scheduling a 1:1 Session (via a Scheduling Link) Joining a Site Clicking a Link in an Email Selecting an Option on a Form And more! Once you’ve added the trigger(s) that increase or decrease someone’s lead score after they perform certain actions, you can now target and re-target those leads using Global Triggers. For example, you can add a trigger when someone goes above or below a lead score: That way you can drop them into a sales funnel or re-engage with them if their lead score starts to drop. Here’s our guide on how to use Global Triggers to accomplish this. Happy lead score-ing!

Marketing Settings

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Branding helps a company stand out from its competitors. It creates a unique identity that sets the company apart and makes it easily recognizable in the market. A strong brand helps customers distinguish a company's products or services from others, leading to increased visibility and competitiveness.

In Simplero, you can set up themes with your branding, choose your colors and logos, design your own email templates and opt-in form designs, choose your greetings, and others.

You can also install Google Analytics Tracking Codes, implement Google Tags, and Track users with TikTok Pixel.

Places to Change Colours, Graphics, and Custom Fonts

Colors Your Style guides determine colours used across your Simplero account in different areas. In your sites, we will use the site Style guide. Simple. But what about other places that don't belong to any site, like broadcasts or worksheets? In those cases, colours are pulled from your Account default style guide: You can turn any of your Style guides into the Account default by hovering over the style guide card and clicking on 'Make default'. Logo You can upload 2 versions of your logo, for white and colored backgrounds: Fav icon Used on the browser tabs and bookmarks across your whole account. Email logo Used on any automated emails sent to your customers like notifications, invoices, etc... Email Templates - Changing the colours here will show in the emails you send out to your customers via templated email through: Triggers Automation Thank you page Custom Fonts In the Custom fonts page you can upload your own fonts so they become available in your Style guides and pages builder to pick from! Go to your Settings - Custom fonts Click on +Add a new custom font. Give it a name and click Ok. Upload the font files using the button on the sidebar panel: Go to the upload tab and drag your font files inside of the media file dialog: You can edit the weight and type each of the files should be used for (we normally do a pretty good guess!). That's it! Your font is now available in your style guides and pages builder!

Style Guides

Builder 2.0, Communities new experience, and system pages such as Scheduling links use style guides. They determine the colors, and fonts, among other styling features. NOTE! This guide shows how to manage default style guides (from the Account Settings). To manage landing page style guides (from your 2.0 Landing Pages), head to this guide. If you want to know what each one of the colors in the style guide affects, head to this guide The changes in your default style guide affect all system pages and community pages. You can edit your current Style guides under the Marketing tab > Style Guides: To change your default Style guide to a different one, hover over any other available Style guide or create a new one, then click on Make default. To edit a style guide click on the edit button: On the left side bar you'll find Colors, Fonts, Buttons, Borders, and Shadows settings: Inside Colors and Fonts, you'll notice there's a System colors and System font section: They determine colors and fonts used by default in system pages (pages that do not belong to a site or community). The editors across Simplero also pull colors from your Default Style guide color palette, as well as the Site style guide color palette if you are in the context of a site. You can add as many custom colors as you need on the Account and/or Site style guide, so they are available to you on the editor: Important note! Order forms use the Main Website style guide unless you navigate to the order form through a different site that uses it’s own Style guide.

Site Themes

Main Site Theme You can customize your site theme to your desired colour scheme. See our guides on how to do that. You can have as many Themes as you want and assign them to different Sites and/or Membership Sites. We suggest you make a copy your current Theme, edit and then assign it to your Membership Site. You can have as many themes as you want and assign them to different Sites and/or Membership Sites. Here's how: Click the Settings gear from your Simplero Dashboard: Select the Theme tab. Click on the down arrow on the Customize theme button and select Duplicate: When you select the Duplicate option, this will create another theme called Copy of Simple and take you to the site the original theme lived on. Scroll down to the copy you created and rename it by clicking on the three dots next to the title and selecting Rename from the dropdown: You can also rename the theme via Settings >> Themes by clicking on the down arrow on the Edit code button and selecting Rename: Name your Custom Theme and click the Save changes button: To change the Colours and Graphics for your Site... Click the Marketing tab >> Main website, then click the the three dots and press the Theme tab: Select the Customize theme button: You will be directed to the theme editor page where you will select the Colours tab: In the Colours section, you can change the colour for your Background, Accent (colour for your text links), Borders, Text, Buttons, Headers, Footers, and Sidebars. Simply select the colour squares you want to change them: Once you've selected the colours, make sure to click the Save changes button. The example below shows the background and footer colours have been changed: Membership Site Theme NOTE! When you customize the Theme colours from your main site it will also affect the Membership Site. Note that if you change the theme here it will also affect your Main Site page. We suggest you make a copy of your current Theme, edit, and then assign it to your Membership Site. You can have as many themes as you want and assign them to different Sites and/or Membership Sites. Follow the instructions above on how to make a copy of your Theme. If you want to change the theme for your Membership site, follow the steps below: Select Content from your Simplero Dashboard. Select the Membership sites tab. Select the membership site you wish to customize. Select the three dots next to the Configure tab and choose Theme from the dropdown: Click the Customize theme button: You will be directed to the theme editor page where you can select the Colours tab: In the Colours section, you can change the colour for your Background, Accent (colour for your text links), Borders, Text, Buttons, Headers, Footers, and Sidebars. Simply select the colours you want: Once you've selected the colours, make sure to click the Save changes button.

Embedded form Designs

Do you want to create unique opt-in forms that represent your brand? Read on to learn how you can do just that in Simplero! Customize Your Embedded forms Templates You can create, design, and customize your opt-in templates in your Account settings >> Marketing section: Create Your Own Embedded form Design Duplicate an existing design using the Duplicate icon below: The new template will generate using your current Branding colours. You can overwrite the preview, name, HTML and CSS code, and save the new copy: Add a New Landing Page Using a Template Click on the plus sign at the top right of the template you want to use to create a new landing page: This will take you to the new landing page settings. Follow the instructions to complete your new landing page setup using this guide. If you need any help with customizing your opt-in templates, reach out to our Support team. We'd love to help you!

Email Designs

Create an Email Design (AKA Template) Select Settings from your Simplero Dashboard Select Email Designs from the dropdown menu: Click the Add a design button in the upper right corner: Choose either our Simple or Plain template as your starting point (see below for next steps) or select the blue Create a new template from scratch in HTML button (see below for next steps): For the Simple or Plain template: Complete the options in the screen to give your template a name, load a header image, adjust the colours to your branding etc. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page. Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more. To Create a new template from scratch in HTML, you will need to know HTML or have a knowledge of how HTML works: Give your template a name and adjust your HTML code as needed. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page. Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more. Note: Simplero team will not be able to offer support in creating and troubleshooting HTML templates What happens if I delete an E-mail template? We know a business is an ever-growing ever-evolving life form. It is your baby and you want the best for it and so do we. So there will be times when you’ll just want to flat out delete an old email template and that’s okay! You go right ahead and do that. If the template is still being used somewhere, the system will automatically switch to using the current default template in your account.

Nerdy Stuff: Modifying the Liquid Code in Themes

Themes use a templating language called Liquid 🤓 It provides control structures, variables, and other functionality for HTML, CSS, Javascript, and any other text based file. Our documentation on theme code can be found on our GitHub Repository. Liquid code is originally created by Shopify, and their documentation is a great starting point. If you have any questions or need further support regarding Liquid, feel free to create an Issue on our GitHub Project.

Login Greetings

Have you noticed when you log in to a membership site, you’re greeted with a pleasant little green message that looks something like this? By default, Simplero will use our own custom greetings. You can personalize them or completely eliminate them. If you want to create your own ones, instead of using Simplero's, you can set that up! Just follow these steps: 1. Select the Settings gear icon on the top right corner of your Simplero Dashboard 2. Select Colours and Logos from the dropdown menu 3. Scroll down until you find Advanced Settings 4. Turn the toggle ‘Use custom login greetings’ and type your own greetings to personalize them: 5. If you don’t want any messages, leave the box empty. 6. Scroll down and click Save Changes.

How to Install Google Analytics Tracking Code

In this guide I'm going to list the steps to install Google Analytics on your Simplero website, membership site, and course pages so you can view the traffic (and other data points) for visitors. If you already have a Google Analytics account for the domain you want to track, skip to step 3. Step 1- Setup Your Google Analytics Account https://analytics.google.com Step 2 - Click "Create New Property" in Google Analytics. Select Web Traffic. Then enter all your website details. Step 3 - Embed the Code Into Simplero Copy the website tracking code from Google Analytics. Here's How to Find Your Google Analytics Tracking ID. Select the Settings gear icon from the top right corner of your Simplero Dashboard. Choose the Tracking Tab Insert the tracking code: That's it! You're now tracking visitors to your website, membership site, products, all pages. You can view the data back in analytics.google.com. Should I put the tracking code in the header or body? Header Placement Loading Timing: Placing the tracking code in the <head> section of your HTML document, typically just before the closing </head> tag, ensures that it is loaded early in the page loading process. This means it is among the first resources to be fetched by the user's browser when they visit your website. Benefits: Header placement ensures that the tracking code is loaded before any page content, which can provide more accurate data on user interactions, pageviews, and initial session data. It is suitable for tracking general user behaviour and pageviews. Drawbacks: While loading early has advantages, it can also lead to a slight delay in displaying page content to the user, especially if the Google Analytics server experiences delays. This can result in a small performance hit for the user. Body Placement Loading Timing: Placing the tracking code at the bottom of the <body> section, just before the closing </body> tag, loads the tracking code after the page content. This prioritizes loading the visible content of the webpage before the tracking code. Benefits: By placing the code in the body, you prioritize a smoother and faster user experience because the page content appears more quickly. Users can start interacting with your site without waiting for tracking scripts to load. Drawbacks: Tracking code placed in the body may capture fewer initial user interactions, especially if visitors navigate away quickly. This can potentially lead to slight underreporting of pageviews and session data in Google Analytics. How to enable e-commerce tracking? Sign in to your Google Analytics account with your username and password. Click Admin on the bottom right of your screen. Go to the View column. Find E-commerce settings from the list. Toggle the Enable E-commerce to on. Press save and return to the main screen. Any questions? Shoot our support team a message at support@simplero.com and we’ve got you covered 💪

Install Google Tag Manager on Simplero

In this lesson we'll show you how to install Google Tag Manager (GTM) on your Simplero site. 1. First setup your GTM account at https://tagmanager.google.com/ Here's a good tutorial on that. After setting up GTM you'll see the installation code that looks like this: Back in the Simplero admin, under Settings >> Tracking >> Global tracking code - you'll find the spot to paste both of those sections of code. After saving, GTM will be successfully installed on your Simplero website.

Track users with TikTok Pixel

Integrate with TikTok so you can track users with your TikTok pixel. Check this guide to know how to integrate TikTok Pixel with Simplero.

Sales Settings

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The Sales Settings page in Simplero offers various features for managing payment processors and payment information. Users can set up a manual payment processor for options like Bank Transfer and Cash. Additionally, Stripe, PayPal, and many other payment processors can be configured by adding them as a new payment processor on this page.

Furthermore, Simplero provides options to customize taxes collected, implement a credit system, and craft new coupons.