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:

1. If they're already logged in, we'll use their current Simplero ID. Easy peasy. No need to create additional ones.

2. 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.

3. 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

1. Click on the contact in your account you want to issue an ID for

2. In the right hand side bar You'll see a section called Simplero ID with a setup link next to it. 

3. 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

1. Click on the contact in your account you want to remove an ID from

2. In the right hand side bar You'll see a section called Simplero ID  

3. Next to the users ID You'll see a link Remove
   
   

4. 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.