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

Sign in with your Young Living account, verify your profile, and sign out.

Refreshing your Young Living connection

When your Young Living session expires, reconnect in three quick steps.

Connecting your Young Living account

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

Business info and phone number registration

Complete the information carriers require before you can send texts.

Subscribing to a plan

Step 3 of pre-registration: subscribe to a plan before choosing a phone number.

Finishing setup after approval

Once your SMS registration is approved, walk through the four post-reg setup steps.

Writing your welcome message

The first message your downline gets from you. Warm, brief, in your voice.

Importing contacts during setup

Bring contacts in from your iPhone or a CSV during post-registration setup.

How contacts sync from Young Living

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

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

Personal rules that protect key relationships and prevent duplicate campaign sends.

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

Activate a Smart campaign and send your first messages.

Editing messages and adding personalization

Customize wording, edit subjects, and insert personalization variables.

Sends and upcoming sends

Past campaign deliveries appear under Sends. Upcoming ones show 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

Build short, reusable answers and drop them into any Inbox conversation in two taps.

What funnels are and how they work

Public landing pages that capture leads and reply automatically.

Setting up a funnel

Pick a Smart funnel, customize it, and share the link.

Plans and credits

How subscription plans work and when to buy SMS or email credit packs.

Managing your account

Where to find subscription, credits, profile details, and sign out.

Buying credit packs

Add SMS or email credits outside your monthly allowance when you need a burst.

Your subscription

Change plans, see your billing date, or cancel from Manage Subscription.

Welcome - New vs Welcome - Existing: which to pick

How to choose between the Welcome - New and Welcome - Existing messages during setup, and how to switch if you picked the wrong one.

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

If a message shows as sent but still appears in your Upcoming Sends box, the list just hasn't refreshed yet. It updates every afternoon and won't double-send.

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?

If your message shows the tag text instead of a real name, the personalization tag was typed as plain text. Here's how to fix it.

Why didn't my scheduled campaign send?

If a custom campaign you scheduled didn't go out, the most common reason is the campaign switch was still off when the send ran.

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

If Young Living shows an "unusual sign in attempt" message when you try to sync, here's how to clear it in a few steps.

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

Tips Opt-In and Tips are two separate campaigns. Turning Tips on won't resend the opt-in, it just lets people who reply "tips" start getting the tips messages.

Can I keep my existing phone number?

Simple Downline gives you a new texting number during setup instead of moving over an existing number, and your current contacts come in automatically from Young Living.

How long does phone number (A2P) registration take?

Phone number registration is handled by the carriers, usually clears within about a week, and can take longer if the carriers send it back for a second review.

Why a contact isn't receiving texts

A contact can stop getting your texts when their carrier reports the number can't receive messages. Here's why it happens and how to fix it.

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.