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 using the Wizard ✨

1. Select the Sales tab from your Simplero Dashboard and choose Products.

2. From the Products page, click the Create new product button in the upper-right corner.
   
   
   

3. Choose the product type (or skip the wizard if you don’t know yet which type):

4. Enter the information for your new product:

   • Name - the name of your product (this is the only required field)

   • Subtitle - will show under the name in the checkout and catalog

   • Description - type a short summary for checkout and user accounts

   • Card image - used in the catalog, order form, and other products features

   • Listing status - listed in the catalog, unlisted and only available to purchase via a link, or closed if not available for selling yet.

   • Price - Set a base price that you can edit again later (you'll also be able to set up more complex payment plans later)

5. Click the Continue 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.  

1. From the Products tab, locate the product name and click the Settings icon to the far right side of that product:
   
   
   

2. Or, locate and select the Product name and click on the Settings button.

3. Make the changes you want for your product.

4. Then scroll down and click the Save changes button.

Adding a Start date

Used to start triggers i automations.

Adding a Contract (AKA agreement) 

NOTE! The Contracts feature is limited by plan. Checkbox contracts are available on all plans. After and before purchase contracts are only available on Scale and Skyrocket plans only.

To request the participant of a product to sign a contract before activating their participation, navigate to the product Settings > Obtions tab and scroll down to the Contracts section.

There you’ll find the option to link to an existing Contract or to create one on the fly.

Once added you’ll be able to pick between these 3 options:

1. Checkbox on order form

2. Before payment

3. After payment

If the participant is different to the purchaser, contracts will get sent to the participant email for them to sign them instead.

You'll find the link to the contract request on the Purchase page >> Participant section by clicking the See as link under the profile picture:

You can, at any time:

1. Activate & execute contract: Activates the participant and signs the contract on their behalf.

2. Activate: Activates the participant without signing the contract

Options

On the Options tab you’ll find further details that you can configure about your product.

• Tax settings.

• Set up upsells.

• Set up an Affiliate program.

• Link Automations.

• Add triggers.

• Configure Emails to participants.

  • Add prefix to the subject.

  • Add text to the Footer in all emails to this product

  • Override the default Email sender

• Invoice settings:

  • 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

• GDPR settings:

  • Skip the GDPR consent requirement: if you are handling consent separately or it has already been provided.

  • Custom GDPR consent message

• Tracking options:

  • Google conversion tracking: if you are using Google Analytics.

  • Add Tracking code

• Sales Limits:

  • When sales start and end.

  • Limit to the number of participants on the product.

• Advanced settings like:

  • Use a different word for participants: used when referring to participants added on the order form.

  • Refunds allownace period.

  • Add a Classification number for your accountant to purchase CSV/XLS downloads

  • Paused purchase access to content configuration.

  • Let participants set their own username and password.

  • Do not allow this product to get added to the cart

Sales Page

Navigate to the product Settings > Sales page tab to choose the sales page for your product.

You'll be presented with 4 different options:

1. Catalog sales page: Simplero’s default Sales Page. You can add Sales page copy to provide a longer description of the product:

2. Landing 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. 

3. Funnel: make the sales page of your product a whole funnel experience with multi-step setups. Remember to add or link to the order form on any of the funnel steps so they can make the purchase.

4. 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:
   

You can also add Testimonials to the Product sales page. Makes sure they’ve been added to your Simplero Account first. Learn here how.

If you have questions or need any help, click the "Need help?" button in your account. Simplero support is here for you!