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.