SMPL Events FAQ

 

What capabilities does the Client Portal have?
Is SMPL Events responsive?
Is SMPL Events GDPR compliant?
How does the Adobe Sign (formerly known as EchoSign) integration work?
How do I process client payments using the SMPL Events System?
Are there user or record limits?
What about emails? Is there a limit to how many emails I can send per month?
Why are my emails sent through SMPL going to peoples' spam folders?
Can I connect my own email to SMPL Events? What features are included in the email integration?
What are the advantages of SMPL System website design and hosting?
My website is hosted elsewhere. How do I get form submissions to go into SMPL?
Does the SMPL System come with pre-loaded templates?
Can you design or write email templates for me?
What do you offer for social media integration?
How do I get everything transferred from my old CRM into SMPL?
Why is your monthly charge higher than competitors such as DJ Intelligence and DJ Event Planner?
Do you offer free trials?
Do you charge for support?
What is your cancellation policy?
I'm ready to get a SMPL Events System. Where do I sign up?
I know a few people who'd love this system. Do you have a referral program?

 

 

What capabilities does the Client Portal have?
The Client Portal is a secure area where your clients log in, view and update their personal information, and view their event(s) information. Depending on your desired configuration, the event info can be read-only or editable up until a specified number of days before the event. You also have the ability to push personalized files from the CRM into the Client Portal -- contracts or additional information forms, for instance -- that your clients can download from within the portal.

 

Is SMPL Events responsive?
Yes, both the System and Client Portal run seamlessly on all your devices -- phone, tablet, laptop, Mac or PC. We are continuously updating our tools/interfaces in order to support the latest devices and screen resolutions.

 

Is SMPL Events GDPR compliant?
While it is ultimately up to you to adhere to the GDPR for your clients, our tools aim to make compliance simple and straightforward. For instance, with the click of a button you can delete all of a record's personal information. If you have specific questions related to the GDPR, please contact us.

 

How does the Adobe Sign integration work?
First, you'll need to have an Adobe Sign/EchoSign account, which you'll then connect to the SMPL System. We'll walk you through the process of connecting and sending your first contract for e-signature. If you don't have an Adobe Sign account, you can sign up for a free trial here. Our Adobe Sign CRM integration page outlines the features and workflow in SMPL.

 

How do I process client payments using the SMPL Events System?
In order to process payments through the system, you must first have an Authorize.net account. We can assist you in setting up the account and getting it connected to your system. Once the connection is set up, you'll then be able to enter and process credit card payments on your clients' records in the system. Also, at your request we can set up credit card entry/bill pay for your clients via the Client Portal.

 

Are there user or record limits?
No. Because each SMPL client has their own database, you can have unlimited users and records in your system.

 

What about emails? Is there a limit to how many emails I can send per month?
We do not impose hard limits on monthly email sending. However, if you consistently send at a high volume (which we define as more than 2,000 emails/month), then we'll ask you to create your own SendGrid account (they offer free and low-cost plans) and then we'll connect it to your system.

 

Why are my emails sent through SMPL going to peoples' spam folders?
Given the ever-increasing volume of scam, unwanted and unsolicited emails being sent, email service providers need to keep evolving their spam filtering tools. Unfortunately, this has resulted in many legitimate business emails getting gobbled up by the spam filters. Read our email sending best practices guide for some tips.

 

Can I connect my own email to my SMPL Events System? What features can I access once I connect it?
Yes, you can connect your personal or business email account, no matter where it's hosted (Gmail/Google Domains, Outlook.com/Microsoft, Yahoo!, Wix, Pair, etc.). After filling out your email settings in your SMPL Events System, you'll be able to view your Inbox & all folders, send emails (which can include file attachments), and copy both sent and received emails to matching records' Communication Histories. UPDATE FOR GMAIL ACCOUNTS: Please follow this tutorial to connect your account.

 

My website is hosted elsewhere. How do I get form submissions to go into SMPL?
You have two choices: you can either use our Form Manager to build basic responsive forms, or have your webmaster construct the forms on your website which will then save leads to your SMPL System using our API. In the first case, you will need to place an iFrame on your website that hosts the form. No matter which option you choose, we will help you every step of the way and ensure every new lead goes to the right place in your SMPL System.

 

Does the SMPL system come with pre-loaded templates?
Yes. New systems come with a basic email template and contract template. When you send us your logo, we'll insert it into your starter templates as part of the system installation process.

 

Can you design or write email templates for me?
Yes, we can. For email design/writing services we charge an hourly rate. Contact us to learn more.

 

What do you offer for social media integration?
Our social media tools are run through Buffer. You connect your Buffer account to the system and have a dashboard where each social media account is linked and your most recent post is displayed. From the dashboard, you can create a post and set up alerts to remind you when you are due to make your next post. Please visit our social media tools page for more information.

 

Why is your monthly charge higher than competitors such as DJ Intelligence and DJ Event Planner?
Unlike many competitors, your SMPL Events System gets installed on a DEDICATED DATABASE. This means that your data is not stored in the same place as every other client. Your events, your leads and clients, your marketing campaigns are all kept completely separate from our other customers. This is important for both security reasons and the ability to customize your system and REALLY make it your own. All of our clients who have switched over from a "one-flavor-fits-all" or "pay-per-user" CRM have been infinitely more satisfied with SMPL Events and have no regrets leaving their old systems behind.
 

Do you offer free trials?
We at SMPL certainly understand the desire to try before you buy. Thus, we offer several different ways to dip your feet into the SMPL waters. For those who prefer an interactive experience, we offer one-on-one demos. Rest assured, you will be talking directly with one of the masterminds behind the system -- and not a fast-talking, pressuring sales rep. For a demo, all you need is your phone and an internet-connected computer to run either the Join.Me or Zoom software. Fill out this form to schedule a demo.

We also do Facebook Live demos several times a year; follow our Facebook page for updates on when the next demo will be scheduled.

Prefer to watch a few short videos first? Then head on over to our Vimeo page to see many of our system features in action.

 

But wait - why don't you offer a free trial in the traditional sense?
While many CRM systems offer free trials -- and some even provide basic or limited services for free -- the SMPL System does not operate this way. We are dedicated to providing our clients the very best quality both in our products and customer service. From the moment you sign on with us, we work hard and fast to get your system up and running and get your existing data where it needs to be. We're not happy until you're happy.

Other CRM systems have the means to give away free systems for any of these reasons, which all go against the SMPL philosophy: 1) They run on a single database which is shared with every other customer. Single-database storage can place limitations on your data fields and put your information at greater risk to get co-mingled or hacked; 2) They offer a limited amount of storage or services for free, and are betting that sooner or later you'll exceed these limits and have to upgrade or purchase add-ons; 3) They give you a free system and then leave you to your own devices. You must enter all your data by yourself, either manually or using a cumbersome import tool. Should you need assistance, it may end up costing you. Which leads us to the next question...

 

Do you charge for support?
No, we do not charge per-hour or per-inquiry fees to support our customers. Support is included in the monthly price you pay for the SMPL System. If you have any questions about using the system, or run into any technical issues, we're just an email or phone call away.

 

What is your cancellation policy?
With SMPL, you're not locked into a term contract. You can cancel your service at anytime by sending us an email. We require 30-day written notice of cancellation. This way, we have ample time to help you along with your transition and get you any data you need to export out. Once the 30 days are up, your system will be shut off at the end of the current billing period. We do not issue refunds for time that you decide to not use the system.

 

I'm ready to get a SMPL Events System. Where do I sign up?
To get started with SMPL Events, fill out the signup form at the link below -- and welcome aboard! We look forward to working with you.
SMPL Events Purchase Page

 

Do you have a referral program?
Yes, we do! We gladly welcome referrals to any of our SMPL System configurations, LeConnex System for Matchmakers, and Website Hosting & Design services for small businesses.
Click here for more information and to submit a referral.