Simpo Plus Platform Overview

Updated 4 months ago by Wesley Faulkenberry

Installing Simpo Plus

In order to build/view Simpo Plus content, Simpo Plus must be installed by either:

  1. Simpo Chrome Extension - useful for trialing Simpo Plus or to use Simpo on a 3rd party product
  2. JavaScript Snippet - the recommended installation Simpo Plus when you have access to a product's code

Simpo Plus Admin Dashboard

The Simpo Plus Admin Dashboard is the homepage of all Simpo Plus Customers. The dashboard allows the customer to gain access to all Simpo Plus Tools as well as the ability to make setting changes, time frame changes, and quickly see the usage of Simpo by their end-users. 

The Admin Dashboard automatically shows 6 Basic Metrics results within the standard setting of “Last 30 days”. The customer can change time frames to: Today, Last 7 Days, Last 30 Days, Last 90 Days, All-time, Custom Range. 

  • Searches → Displays the number of searches from end-users over the given time frame
  • Users are using Simpo Plus → is a simple calculation of how many of the customer’s end users are interacting with Simpo Plus
  • Average Search Duration → the average duration in which an end-user uses the Simpo Plus Search Bar
  • Searches Without Choice → the percentage of end-users who clicked on the Simpo Plus Search Bar, but then didn’t type or click on any of the Simpo Tools
  • Returning Users → Based on the end uses who have interacted with Simpo Plus, this shows the percentage of users who returned to get help from Simpo Plus

Simpo Plus Tools

All of Simpo Plus's tools can be accessed from the Navigation Bar.


The Search Bar is the main driver of how an end-user navigates through Simpo Plus and gain access to the different Simpo Plus Tools. From the Search Bar Category, the customer is able to view Analytics, Search Results, Suggestions, and Design. 

  • Analytics → This gives the customer a high-level view of how end users are interacting with Simpo Plus
  • Search Results → This gives the customer the level of all of the Simpo Tools highlighted within the Search Bar, and the ability to create other search options via the “New Custom Result” button
  • Suggestions → Give the Customer the ability to create “new” suggestions within the Search Bar. This is best used in order to drive user behavior on Search and how they are finding information. 
  • Design → The customer has the ability to change the look and feel of the Search Bar to match company icons or coloring

Read more about the Search Bar.


Announcements are one of the most common Simpo Plus Tools that customers use when setting up Simpo Plus.

Announcements are a fantastic way for Customers to make new product features known to users or other time-dependent information.

PRO TIP: Announcements only appear once per user → once a user sees an announcement, they will never see the announcement again unless it is manually selecting from Quick Search.

From the Announcement Area, the Customer can manage, create new, and edit all existing announcements. 

Read more about Announcements.


The Survey tool allows you to start creating surveys for understanding your end-users and capturing real-time feedback. This new feature was built in our continued pursuit to empower our customers, make you shine, and to help you achieve your business objectives. With the Survey Tool, you are able to create long and short-form questions, rating questions, multiple-choice questions, and NPS.

All of the Survey responses completed by your end-users will be captured in Simpo Plus so that you can easily and quickly track trends over time and gather actionable insights.

Read more about Surveys.


Walkthroughs are potentially the most powerful tool that Customers use to drive digital adoption, improve user experience, and help educate/build self-sufficient users. 

Prior to making a Walkthrough, the Customer should review the Global Walkthrough Settings as this will help with Walkthrough management and also, improve the efficiency at which Customers can create steps. The Global Walkthrough Settings allows the Customer to create CSS Design, or colors or customer functions that get applied to each walkthrough step. 

Read more about Walkthroughs.


Articles are useful Simpo Plus tools for customers to create and build in order to help their end-users find solutions or answers. Articles are typically accessed from the Search Bar.

The Article’s Tool can integrate with any of the customers’ current knowledge base, and will automatically connect Simpo Plus to the Knowledge Base. This way the customer doesn’t have to create new articles in Simpo Plus and instead, they can leverage what they are already utilizing. 

Read more about Articles.


The Tickets tool allows Customers the ability to create a tool that gives their end-users the ability to send messages or questions directly to the Customer for handling. Very similar to the Article tool, the Tickets tool is able to integrate directly into the Customer’s already existing support software.

For example, if a Customer is using Zendesk, they can integrate it with the Tickets tool. So, if any Simpo Plus end-users submits a ticket it will then be sent into the customer’s Zendesk platform for handling. 

PRO TIP: You can create Segments for the Tickets Tool which is a fantastic way to give premium vs basic levels of support depending on the customer’s end-user designations

Read more about Tickets.


The Feedback area on the Simpo Plus Dashboard shows exactly what the customers’ end-users think if a specific Simpo Plus Tool is helpful or not. This information is directly captured when the end-user clicks on “yes” or “no”. If the end-user clicks on “No”, they are prompted with the opportunity to leave direct feedback. 

Read more about Feedback.


Taskslists lets you create a list of tasks for your user to complete.

The Taskslists touch can be used to create a checklist for training purposes, improving conversion rates of free users to paid, or speeding product adoption.

PRO TIP: Taskslists are particular useful for onboarding new employees or guiding users thru a process.

Read more about Taskslists.

Header Bar Tools

On the Header Bar, visible on the top of every page on the Simpo Plus dashboard, you can find account-wide settings and tools.


Selecting the Analytics button will bring you back to the homepage of your Simpo Plus dashboard where you can view system-wide analytics.

Read more about Analytics.

Global Segment

The Global Segment feature is a powerful tool that allows you to create Segments that you can apply to multiple Simpo Plus Tools, and thus, if you are going to have a similar Segment for multiple Simpo Plus tools, the Global Segment can help make this scalable. 

  • Page → The Simpo Plus Tool will only appear on the URL or URL Path that is defined   
  • Element → This allows you to create a Segment based on specific HTML/CSS elements (# if for IDs, and “.” is for class)
  • User → Will only trigger the Tool based on the user details passed into Simpo Plus by the Customer
  • Param
  • Script
  • Platform → Segment can be defined to only appear on Mobile, Tablet, Web
  • Browser → The client can set the Tool to show on IE or Not IE
  • No One → Segment setting that will make the Tool show to no one

Read more about Segments.

PRO TIP: Setting the segment to No One can be very useful for testing content on the site as no one can see it but the builder.


The configuration page allows you to make global changes to your Simpo Plus account including the Simpo Plus widget, the Search tool, and more.

Read more about the Configuration Page.

More questions? Find your answers over on our FAQ!

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