Course Content
-
0 / 8
Contacts
-
0 / 16
Lists
-
Creating a List and Importing Subscribers
-
List Confirmation
-
Manage Your Lists
-
Deleting a List
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Retargeting Not-Engaged Subscribers
-
Exporting Contacts from my List
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Create a List Opt-in Form
-
Utilizing More Than One Opt-in Form
-
Integrating a Simplero Signup Form onto another Site
-
Troubleshooting Opt-in Form Issues
-
Auto-Responders
-
Resending Auto-responders
-
Deadline-Funnels
-
-
0 / 3
Segments
-
0 / 2
Notes and Tags
-
0 / 7
Support Tickets
-
0 / 3
Surveys
-
0 / 20
Main Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Editing your Theme Code
-
Save Website to Phone Home Screen
-
Create Your Own 404 Page
-
Social Sharing
-
Social Sharing Image
-
How to Create Anchor Links
-
How to Add a Custom Font to Your Simplero Website or Membership Site7:14
-
How Can You Add the Pinterest Save Button to Your Website Images?2:21
-
Split Tests
-
Site Redirects and Shortlinks
-
Why does Simplero remove my HTML code?
-
-
0 / 8
Triggers
-
0 / 32
Broadcasts
-
Broadcast Overview
-
Email Font Size
-
Creating a Broadcast
-
Quick Emails
-
Send an Email to an Individual or Single Contact
-
Resend a Broadcast
-
Handle Replies to Mass Emails with Ease
-
Expiring Links
-
Insert Option for Broadcasts
-
Magic Content URL
-
Interpolation Keys
-
Editing an Incorrect Link in a Broadcast
-
Dripping a Page in a Broadcast
-
Using Emojis
-
Subject Lines and Preheaders
-
Email Deliveries
-
About Open Rates for Broadcasts and Auto-Responses
-
How the Sending Limit Works
-
What Do the Secretive Options Mean
-
Why Simplero Doesn't Do Fancy Graphic Emails
-
Delaying Normal Broadcasts During an Email Funnel
-
What Is the Spam Check on Emails?
-
Editing the email prefix and footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
Magic Login Link
-
Code in emails
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Email Addresses
-
Why is my E-mail not being delivered?
-
Bounced Emails
-
Spam reports
-
-
0 / 1
Newsletters
-
0 / 7
Landing Pages & Forms
-
0 / 11
Affiliate Programs
-
0 / 14
Automations
-
All the Ways You Can Automate Things in Simplero
-
Creating Automations
-
Configuring an Automation
-
Editing an Automation
-
Starting an Automation
-
Duplicating and Deleting an Automation
-
Excluding Customers from an Automation
-
Stopping, Pausing, Resuming an Automation
-
Reentering or Starting Mid Automation
-
Time Zone Specific Automations
-
Flows
-
Advancing a Flow in an Automation
-
Duplicate Automations in Different Languages
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 1
Emails for automations
-
0 / 2
Done For You Campaigns
-
0 / 4
Funnels
-
0 / 38
Products
-
Creating a Product
-
Closing a Product
-
Deleting a Product
-
Creating Multi-Level Access Products
-
Membership Levels
-
Combining a Tangible Product With Your Online Product
-
Tiered Pricing in a Single Product
-
Evergreen Course
-
Student Paced Course
-
Connecting Content to a Product
-
Selling a Downloadable Product
-
Purchase Confirmation Thank You Page
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Upsells
-
Downsells
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
Troubleshoot Price Issues
-
One product - Two Languages
-
A product for each language
-
-
0 / 2
Catalog
-
0 / 28
Purchases
-
Participants 101 and Simplero IDs
-
Purchases 101
-
Forecasts
-
Editing a Purchase
-
Charges & Payments Box in the Purchase
-
Purchase Summary
-
Moving a Purchase to Another Product
-
Adding a Charge to an Existing Purchase
-
Editing a Charge Amount
-
Adding, Editing, and Canceling participants
-
Manual Product Purchase
-
Manual Credit Card Charge
-
Manual Payment or Partial Payment Collection
-
Refund Period
-
Full and Partial Refunds
-
Credit to Transactions
-
Collecting Money Outside Simplero
-
Stop Customers Subscription Payments and Keep their Access Open
-
Migrating a Customer's Purchases from Another System
-
How to Test the Purchase Process and Send Login Credentials
-
Can't access the content they purchased?
-
Troubleshooting Stripe payment issues
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Viewing Custom Questions On Order Forms
-
Changing a Participants Email Address
-
-
0 / 2
Receipts and Tasks
-
0 / 2
Pipelines and Deals
-
0 / 18
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Site and Page Access
-
How to Use Drip Content
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Dripping: A Visual Representation
-
Membership Groups
-
How to Use Engagement Badges
-
Troubleshooting Forum Notifications
-
Deleting a Membership Site
-
Multi-Language Site
-
-
0 / 11
Courses
-
0 / 2
Events
-
0 / 20
Media Library
-
Uploading Media Files
-
Video versioning
-
Captions, and Subtitles
-
Transcripts
-
Bookmarks
-
Image Sizes Across Simplero
-
Can You Download an MP3 on an iPhone?
-
Picking a Different Video Still
-
PDF Stamping
-
Protecting Your Content
-
Editing Images
-
Embedding Content
-
Insert and Edit Media2:22
-
Images on Order forms
-
Restricting Downloads
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Troubleshooting Lost Images
-
Microsoft Says a File Has a Virus
-
Video Analytics
-
-
0 / 3
Worksheets
-
0 / 6
Scheduling Links (Beta)
-
0 / 35
Account Settings
-
How the Trial Works
-
How to See Your Account Overview
-
Changing Your Time Zone
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Cookie Consent Banner
-
Using Your Custom Domain (URL) With Simplero
-
GoDaddy Domain
-
UnoEuro Domain
-
Setup a Custom Email Domain
-
Understanding DKIM and SPF
-
Preferred Sender Program
-
Add an Email Filler Copy
-
Billing at Simplero
-
How to Change Your Plan and Billing
-
Account Administrators
-
Setting Labels
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Global Snippets7:18
-
Running an International Business
-
Simplero Translation
-
GDPR and DPA Agreement
-
GDPR Consent
-
Right to be Forgotten
-
NPS Surveys
-
How to Get Help in Simplero
-
-
0 / 10
Marketing Settings
-
0 / 18
Sales Settings
-
Payment Processor Setup
-
How to Configure PayPal Payment Processor3:15
-
How to set up PayPal Payouts
-
How to setup MobilePay
-
Authorize.net
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
Credits (soon to be known as Points)
-
Global Coupons
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Collecting an Outstanding Balance
-
Troubleshooting Payment Processor Issues
-
Default Opt-in Box on Order Forms
-
Renewal Notifications
-
Receipt Settings
-
Retrying Failed Charges
-
-
0 / 2
Contacts Settings
-
0 / 23
Integrations
-
API Keys
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
How to Integrate WiserNotify With Simplero
-
How to Integrate Group Collector With Simplero
-
How to Integrate Interact Quizzes With Simplero
-
Zapier
-
Pipedream
-
How To Use the Zoom Integration
-
Acuity Scheduling for Bookings
-
Twitter
-
TikTok Pixel
-
Embed a Facebook Page Widget
-
Debug a Facebook or LinkedIN share
-
Facebook Pixel and Verifying Domains2:12
-
Facebook Messenger Chat
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Use Merge Fields to Register a Subscriber for a Webinar
-
Using Simplero With Your Existing Website
-
Google Tag Manager
-
AI Bot
-
-
0 / 17
Deprecated Features
-
Spaces (deprecated)
-
Troubleshooting Space Access (A deprecated feature)
-
Space FAQ (deprecated)
-
Space and Space Page Access (deprecated)
-
Page Types (deprecated)
-
One Space Multiple Products/Classes (deprecated)
-
Free Spaces and Spaces with both Free and Paid content (deprecated)
-
Multi-Language Spaces (deprecated)
-
Postponing Access to a Space Until Later (deprecated)
-
Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
-
Embedding Videos in Your Spaces (deprecated)
-
Resurrect a Deleted Space (deprecated)
-
Podcast Feature in Spaces (deprecated)
-
FAQ Page in Your Space (Deprecated)
-
Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
-
Deactivating Landing Pages (deprecated )
-
How to Embed a PDF into a Course
-
Site and Page Access
Give Access to a Single Contact
- 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
- Scroll down to the Membership sites they have access to section and click the Give manual access to a membership site hyperlink in the upper right corner of this section
- Choose the site you want to give access to from the pop-up menu screen
- If you need for any pages to drip in that site, you will now need to set that up. That can be done via an automation, broadcast, or simply select the manage access button next to the site in this same screen and select the pages.
Remove Access for a Single Contact
- 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 cancelation of purchase.
Removing/Revoking Access to only a Membership Site (not the Purchased Product)
This will remove the contact from the membership site and remain listed as a customer of the product that originally granted them access to that membership site. Note: They will still receive broadcasts sent to that product's customers.
- Select Content from your Simplero Dashboard
- Select Membership Sites from the dropdown menu
- Select Members tab
- Click on the contact's name to open their Membership Activity page
- Select the three dots at the upper right hand corner of the page and click Delete
6. Click ok to confirm
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"
Removing Access via a Trigger/Automation
You can also set a trigger or a line in an automation that says to remove access to a site, should you want to do that.
- 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 dropdown 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 "Revoke access to a page or a site"
Removing Access to a Membership Site for an Entire Product or List
Doing this means that all existing and future purchasers of the product will not have access to the membership site.
- Select Sales from your Simplero Dashboard
- Select Products/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 membership 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 about how to access their content.
If you would like to send their login details in some other way, scroll down to "Content access" and uncheck the following box:
This setting will be presented to you on every occasion where you will be giving manual access to a site:
Note: Giving access to a site from the contact record does not send an automatic email in any case.