Feature Requests

Hi Simplero team, I’d love to request a feature that would greatly improve client support, community management, and overall user experience on the platform. The problem At the moment, when a client leaves comments inside a course (under lessons, posts, or community content), there is no centralized way to see those comments from the contact’s profile. This creates a real issue in day-to-day support: Clients sometimes message saying “you didn’t reply to my comment”. As a creator or facilitator, I have no way to know where that comment was left unless I manually search through courses, lessons, or community threads. This is time-consuming and increases the risk of missed responses, which directly affects trust and perceived support. Proposed solution Please add a “Comments” section inside the Contact profile, showing: All comments left by that user Date and time The course / lesson / post where the comment was made A direct link to the original comment (Optional) Whether the comment has received a reply or not Why this matters Improves customer support efficiency Prevents missed or delayed responses Makes community moderation much easier Strengthens the relationship between creators and clients Is especially important for programs that rely on interaction, reflection, and ongoing feedback (coaching, therapy-informed courses, education, etc.) This is a standard and very valuable feature in community-based platforms, and it would make a big difference in Simplero’s usability for creators with active courses and communities. Thank you for considering it, Best regards

Clients are experiencing spam bot submissions on their forms and surveys. This is costing a lot in admin time to clean up daily. And it's blowing out their contact records and increasing their Simplero plan unnecessarily. Other uses have reported similar attacks on order forms. There needs to be a solution to protect these forms from such attacks. Recaptcha integration would be a great option. We need something to stop this.

We are trying to incorporate an assessment into the automation process for the client onboarding process. The limitations I'm finding are: No automated scoring fields. We'd like to be able to average a group of responses (all numerical) to appropriately tag them based on potential. Surveys are the closest "assessment" tool within the platform. When survey replies are gathered, there's no way to link to the contact record (e.g. in an email notification - click here to view the contact profile), no way to attach or send the link to a submitted file, and no way to neatly and intelligently organize the custom fields we're using to gather data. While we can make this happen by using outside sources and somewhat bring them back to the platform, it would be awesome to have a one-stop solution to help us better qualify leads and streamline the process overall.

Hello! I think it would be helpful to see the date when a Subscription Status change is made in the "Lists Subscribed to" section of the contact page, instead of just the date they were added to the list. Thank you if it is completed!

Hi. It would be nice if the contact info page only shows the sections that is relevant to the specific contact. A solution could be to make the sections foldable and auto-fold-in the sections that are empty. I have attached two images. How the contact info page looks now How it could look if the sections auto-hide/fold the empty sections. As you can see it would save a lot of scrolling if the empty sections is hidden 🙌🥰 Thank you in advance Siif Ps. you might need to right click and open the image in a new tab to compare and actully see the arrows I on the second image 😅

There are getting to be too many sections on a Contact screen ( https://mysite.simplero.com/admin/customers/123456 ) and I really don't use all of them. I would love to see a way for us to be able to: Reorder sections Hide sections we don't want For example, I don't have any Affiliate programs so I don't need the section for "Affiliate Programs this Contact has joined." I also don't really care about Opt-ins or Points or Worksheet responses or Survey responses when looking at a contact.

We offer events and retreats where one member of a family or team will register for their group of 2, 3, 4, or more. It would be a huge help to be able to have both parent emails connected to a youth, or both parnters emails for a retreat booked together. The only work around I have found is to create a new contact and purchase product without pay for each additional member connected to the purchase... kind of tedious and not representative of how many sales we make.

Hey team Sometimes my clients want information of the clients city but not the full address to be able to segment their contact list and send relevant information based on where they live. But right now it's either full address or a text field - and text field would be difficult to segment by. Would love this option to be there. Thanks Sarah

Currently, when a contact updates their email address via their Profile, it only updates the Simplero ID email, not the email associated with their Contacts record or any Participant email addresses. This is not intuitive at all - if a customer is updating their email address in their Profile they would expect this to change their login info AND the email address used for all purchase communications, subscriptions etc. We’d like to request that email address changes - whether made by a customer via their Contacts profile or by an Admin in the backend (Contacts record) - automatically propagate across the system. This includes automatic updates to the Contacts record email address, the Contacts profile email / Simplero ID email, Participant email address for every purchase, and any subscriptions. This would save the tedious work of manually updating each individual purchase email (per steps outlined in Ticket #717553... Summer, Izabella, and Catalina were very helpful in helping us understand how this all works - thanks!). We've found that people often change their email address, switching between work and personal accounts. Maintaining a single master email address throughout the platform would reduce confusion and ensure more reliable contact management. Another useful feature would be to store the previous email address(es) somewhere in the Contacts record, for Admin reference purposes. Please note: We're not suggesting the same propagation for a contact's name. We appreciate that changes to the Contacts profile name do NOT sync back to the Contacts record (and vice versa). This allows a contact to use a pseudonym in their Profile (for privacy / nickname preference etc) while we retain their full/legal name in the Contacts record. As Admins, we prefer to maintain control over our student records. It would be helpful, however, if a change to the Contacts record name propagated to each product/Participant name. Thank you so much for your consideration! We're enjoying the platform and learning about all of its intricacies and powerful capabilities.

Here's what happens: Email is bouncing to someone, because they mistyped their address, for example when signing up on a list. I have their correct email, so I make the correction in their Simplero contact record. But now I can't re-send them the broadcast(s) they missed because clicking the envelope icon next to the broadcast (in the Contact record) sends it to their old typo email address 🤦🏻‍♂️ Please allow clicking that envelope icon to send to the NEW email address :)