Learn how to use
Simple Downline

Welcome to Simple Downline

What the app does and what to expect during setup.

Logging in to Simple Downline

Use Young Living's current sign-in flow, verify your profile, and sign out.

Refreshing your Young Living connection

Reconnect Young Living in the mobile app when your sync needs refreshing.

Connecting your Young Living account

Sign in by connecting Young Living so your members can sync.

Business info and phone number registration

Enter your registration details, then search for and select a local texting number.

Subscribing to a plan

Compare current plans and understand plan selection after a website purchase.

Writing your welcome message

Choose a starting message, review Welcome in Campaigns, and turn it on when ready.

Importing contacts during setup

Choose whether to import a CSV during setup, map one Tips tag, and review the result.

Notifications and push alerts

How inbound push notifications work, how to enable them, and what to check when they don't arrive.

How contacts sync from Young Living

When the sync runs, what data comes over, and what to do if a contact is missing.

Contact types: prospects, customers, inactive members, and members

How Simple Downline defines prospects, customers, brand partners, and inactive members, and how contacts get added.

Importing and refreshing contacts after setup

Refresh Young Living data or review CSV and Life Steps contacts for import after setup.

Adding and editing contacts

Add contacts manually, edit details, view history, and search to find anyone fast.

Organizing contacts with groups

Build manual or rule-based groups so campaigns can target the right slice of your downline.

Using filters to control who you message

Choose excluded legs, included legs, and individual members for campaign audiences.

Groups, filters, and tags

Overview of the three ways to organize contacts: groups, filters, and tags.

Smart, Drip, and Custom campaigns

The three campaign types in Simple Downline and when to use each.

Creating a new campaign

Build a campaign from scratch: pick a type, target an audience, add messages, and turn it on.

Turning on a campaign

Turn on campaigns, including the Welcome review step and its sending requirements.

Editing messages and adding personalization

Edit campaign messages and insert supported tags into the message body.

How smart campaigns start and when they send

How enrollment, keywords, and scheduled loyalty flows begin, plus welcome delay and day offsets.

Sends and upcoming sends

Review completed send records and preview expected campaign sends on Home.

Reading and replying in the Inbox

Where incoming messages show up, how filters and search work, and how to reply.

Using saved replies

Create Custom replies and insert them from the Inbox content menu.

Sharing your contact card

Attach your contact card and understand its MMS credit cost.

How email delivery works

How campaign email is submitted, why mail may land in junk, and how billing email differs.

Text message content filtering

Simple Downline has no banned-word list; carriers and Twilio may still filter some messages.

What funnels are and how they work

Public signup pages that capture contacts and can start an email follow-up or campaign.

Setting up a funnel

Create a Custom funnel or duplicate a Smart template, set up follow-up, and share its link.

How Simple Downline pricing and credits work

Current plan prices, credit rollover, and how SMS, MMS, and email messages use credits.

Managing your account

Find subscription controls, credit balances, profile details, and sign out.

Buying credit packs

Buy a one-time Text or Email credit pack and check your balance.

Your subscription

Change plans, update payment details, or schedule cancellation.

New Introduction or Existing Team: which Welcome should I choose?

Choose a Welcome starting message and find the campaign for review after setup.

Why a message still shows in Upcoming Sends after it already sent

Understand a lingering Upcoming Sends preview and check the completed send record.

Why a contact isn't getting texts

What to check when one contact isn't receiving your messages, including opt-out settings, a saved phone number, and when to have us take a look.

Why isn't the name filling in on my text?

Fix a literal name tag by using the supported customization token.

Why didn't my scheduled campaign send?

Check the campaign switch, channel send window, group, and credits when a scheduled custom campaign doesn't send.

Fixing the YL 'unusual sign in attempt' verification when syncing

Complete a Young Living sign-in check, then retry your contact sync.

Tips Opt-In vs Tips: how the tips keyword and toggle work

Understand the separate Tips invitation, campaign switch, and inbound TIPS keyword.

Can I keep my existing phone number?

Search for a new US texting number; existing numbers cannot currently be ported in.

How long does phone number (A2P) registration take?

Sole proprietors may use the shared sending route; business reviews vary, and missed sends need checking.

Why a contact isn't receiving texts

Check an undeliverable number, update it, and verify future send eligibility.

Share a funnel landing page on Facebook to capture prospects

How to pull Facebook prospects into Simple Downline using a keyword campaign or a funnel landing page.

Why do I see two charges when I upgrade my plan?

Read the original payment and prorated plan-change adjustment together.

Is Simple Downline available for Canadian users?

Current registration uses US phone numbers and US business address details.

Editing a smart campaign (duplicate to customize)

Smart campaigns can't be edited directly, so duplicate one to make an editable copy where you can add a signature or a personal note.

Do international members get texted?

Understand +1 number eligibility and email campaign rules for contacts abroad.

Does Simple Downline support MMS (picture texts), and how many credits does an MMS use?

Picture texts and contact cards use at least two SMS credits per recipient, with more for long text.

How to stop texting a specific contact

Turn on a contact's Text Opt Out switch without changing other contacts that share the phone.

Why the same texts appear in multiple contact conversations

Shared-number texts appear in each eligible conversation, with one unread reply. Learn how Text Opt Out differs from STOP.

Can't log in to the app? Clear the Young Living verification step

Complete a Young Living verification check before retrying Simple Downline sign-in.

How to update your payment method when a payment fails

Update your card after a failed payment, then check the outstanding invoice.