Add a Product

  1. Select Products from your Simplero Dashboard
  2. In the Products tab, click the +Create new product button in the upper right corner

  3. Enter the information for your new product:
    • Name: the name for your product (this is the only required field)
    • Internal name: Your customers will not see this name.
    • Subtitle 

    • Product type - what you are selling

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

    • Price - set a base price (you will be able to set-up payment plans and subscription pricing shortly)

    • Tax options - select the applicable options

    • Write your Welcome email

  4. Click the Create product button to save

Note: If at any time you would like to change any of the above information, you will be able to do so in the "Configure" tab within the product.  

  1. From the Products tab, locate the product name and click the Wrench icon in the far right side of that product

  2. Or, locate and select the product name and select the Configure tab

  3. Make all the changes you wish for your product
  4. Then scroll down and click the Save changes button

To create a sales page for your product see our guide on designing landing pages


Set Pricing

  1. Select Products from your Simplero Dashboard

  2. From the Products tab, select a product from your list
  3. Select the Prices tab

  4. 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

  5. To add a new price or payment plan, select the white Add a list price button on the left-hand side  OR the Add a price button in the upper right corner

  6. You will be directed to the price creations screen. Set up your price as such - price 1 virtual product only, price 2 virtual product + Tangible product. Remember to include shipping if applicable.

  7. 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".
  • Type of Price - For example, "Purchase" or "Subscription".  The type cannot be changed after you've created the price.
    •  Purchases
      • Gives them forever access to the product once they have 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.
      • Number of Installments (This is used for payment plans on a purchase) - Type the number of payments you want them to make. 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.
        • Select the monthly payment amount after the initial purchase.
        • Select the period of time between payments.
    • Subscription
      • Gives them access for a limited period of time for each payment they make. 
      • Amount - How much the person will pay upon purchase.
      • How long that payment will give them access to the product. 
      • 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.
  • Access - Will this product be accessed through Published, Coupon code, or Secret link.
  • Availability - Set the number of seats available at this price.
  • Quantity - Set the minimum quantity per purchase to qualify for this price.
  • Engagement - The required lists or products must be registered to the email used to purchase, or the logged in Simplero ID.
  • Payment options - This is the Payment Processor Options. This was set up in the Settings section. Choosing the default "Unrestricted" allows all your selected payment processors to be available to your purchaser. 
  • Triggers
  • 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. 

Create Sales page: 

  1. Select Marketing from your Simplero Dashboard

  2. From the Landing pages tab, select the blue Create new landing page in the upper right-hand corner

  3. Choose the type of landing page you want, and then you can choose the template you want to use.

  4. Make sure you have all the Fields setup that you want to use for your forms
  5. Once you've selected the type of landing page and template you want to use, follow the top menu (Contents, Settings, Fields, etc.) of the screen to design your landing page

  6. Add at least one button and connect it to the product order form.
  7. Select the blue Save changes button.

See our guide more details on full-page landing pages


Connecting to Content:

  1. Select Products from your Simplero Dashboard

  2. From the Products tab, select a product from your list
  3. Select the Content Tab
  4. At the top of this page, you will see the option to now connect the product to the membership site/course you just created. If this product is something you want customers to be able to download you will use this section to add those files. (PDFs, MP3s, Ebook, Etc.)

  5. Select the blue Save changes button.