Course Content
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Contacts
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Lists
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Creating a List
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List Confirmation
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Manage Your Lists
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Deleting a List
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers
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Exporting Contacts from my List
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Create a List Opt-in Form
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Utilizing More Than One Opt-in Form
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Integrating a Simplero Signup Form onto another Site
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Troubleshooting Opt-in Form Issues
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Auto-Responders
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Resending Auto-responders
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Deadline-Funnels
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Segments
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Notes and Tags
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Support Tickets
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Main Website
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Website Overview
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Website Settings
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Website Pages
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Website Blog
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Website Navigation
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Understanding SEO
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How to Customize Your Website Theme
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Save As Template Feature
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Editing your Theme Code
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Save Website to Phone Home Screen
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Create Your Own 404 Page
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Social Sharing
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Social Sharing Image
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How to Create Anchor Links
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How to Add a Custom Font to Your Simplero Website or Membership Site7:14
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How Can You Add the Pinterest Save Button to Your Website Images?2:21
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Split Tests
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Site Redirects and Shortlinks
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Why does Simplero remove my HTML code?
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Triggers
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Broadcasts
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Broadcast Overview
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Email Font Size
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Creating a Broadcast
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Quick Emails
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Send an Email to an Individual or Single Contact
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Resend a Broadcast
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Handle Replies to Mass Emails with Ease
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Expiring Links
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Insert Option for Broadcasts
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Magic Content URL
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Interpolation Keys
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Editing an Incorrect Link in a Broadcast
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Dripping a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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Email Deliveries
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About Open Rates for Broadcasts and Auto-Responses
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How the Sending Limit Works
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What Do the Secretive Options Mean
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Why Simplero Doesn't Do Fancy Graphic Emails
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Delaying Normal Broadcasts During an Email Funnel
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What Is the Spam Check on Emails?
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Editing the email prefix and footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Magic Login Link
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Code in emails
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Email Shows "Read" But not "Delivered"
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Troubleshooting Email Addresses
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Why is my E-mail not being delivered?
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Bounced Emails
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Spam reports
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Newsletters
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Landing Pages
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Affiliate Programs
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Automations
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All the Ways You Can Automate Things in Simplero
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Automations: Creating and Managing
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Starting an Automation
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Stopping, Pausing, Resuming an Automation
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Reentering or Starting Mid Automation
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Time Zone Specific Automations
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Flows
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Advancing a Flow in an Automation
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Duplicate Automations in Different Languages
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What is the Difference Between Automations and Auto-Responses?
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Email for automations
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Done For You Campaign
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Products
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Creating a Product
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Closing a Product
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Deleting a Product
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Creating Multi-Level Access Products
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Membership Levels
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Combining a Tangible Product With Your Online Product
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Tiered Pricing in a Single Product
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Evergreen Course
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Student Paced Course
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Connecting Content to a Product
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Selling a Downloadable Product
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Purchase Confirmation Thank You Page
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How to Create Product Prices in Simplero
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A Warning about Editing an Active Price
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Campaign and Discount Pricing
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Subscription Prices
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Gift Pricing
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Pay-What-You-Can
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Price Restrictions
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Quoting Prices in Multiple Currencies
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Date Specific Installments
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Milestone Installments
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Trial Period (Free or Discounted)
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Giving a Paid Customer a Free Month
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Free Products
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Participant Limit
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Upsells
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Downsells
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Order Bumps
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Order Forms
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Order Form vs Freebie Link
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Authorize-Only Pricing
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Understanding Your Change in Monthly Recurring Revenue Graph
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Troubleshoot Price Issues
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One product - Two Languages
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A product for each language
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Catalog
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Purchases
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Participants 101 and Simplero IDs
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Purchases 101
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Editing a Purchase
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Charges & Payments Box in the Purchase
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Purchase Summary
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Moving a Purchase to Another Product
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Adding a Charge to an Existing Purchase
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Editing a Charge Amount
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Manual Product Purchase
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Manual Credit Card Charge
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Manual Payment or Partial Payment Collection
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Refund Period
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Full and Partial Refunds
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Credit to Transactions
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Collecting Money Outside Simplero
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Stop Customers Subscription Payments and Keep their Access Open
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Migrating a Customer's Purchases from Another System
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How to Test the Purchase Process and Send Login Credentials
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Can't access the content they purchased?
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Troubleshooting Stripe payment issues
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When a PayPal Payment Doesn't Show in Simplero
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QuickPay Payment Doesn't Show in Simplero
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Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
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Troubleshooting Payments and Refunds
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Viewing Custom Questions On Order Forms
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Changing a Participants Email Address
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Receipts and Tasks
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Pipelines and Deals
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Membership Sites
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Creating a Membership Site
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Membership Site Blog
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Membership Site Forum
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Membership Site Pages
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One Membership Site with Multiple Products/Classes
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Site and Page Access
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How to Use Drip Content
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Membership Site Footer Navigation
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Membership Site Redirects
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Membership Site Theme
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Embedding Videos on Your Site
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Free and Paid Access to a Single Membership Site
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Dripping: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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Troubleshooting Forum Notifications
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Deleting a Membership Site
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Multi-Language Site
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Courses
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Events
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Media Library
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Uploading Media Files
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Video versioning
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Captions, Subtitles and Transcripts
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Image Sizes Across Simplero
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Can You Download an MP3 on an iPhone?
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Picking a Different Video Still
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PDF Stamping
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Protecting Your Content
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Editing Images
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Embedding Content
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Insert and Edit Media2:22
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Images on Order forms
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Restricting Downloads
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Troubleshooting Lost Images
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Microsoft Says a File Has a Virus
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Worksheets
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Scheduling Links (Beta)
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Account Settings
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How the Trial Works
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How to See Your Account Overview
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Changing Your Time Zone
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Default Account Currency
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Default Account Email Contact Information
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Account Location and Language
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Account Terms
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Cookie Consent Banner
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Using Your Custom Domain (URL) With Simplero
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GoDaddy Domain
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UnoEuro Domain
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Setup a Custom Email Domain
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Understanding DKIM and SPF
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Preferred Sender Program
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Add an Email Filler Copy
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Billing at Simplero
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How to Change Your Plan and Billing
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Account Administrators
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Setting Labels
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Merging Multiple Simplero IDs
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Password Security
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Submitting a Feature Request
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Submitting a Help Ticket
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Simplero Account FAQ
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Closing your Account
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Your First Three Wins
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Getting In-Person Help with Concierge
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Global Snippets7:18
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Running an International Business
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Simplero Translation
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GDPR and DPA Agreement
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GDPR Consent
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Right to be Forgotten
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NPS Surveys
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How to Get Help in Simplero
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Marketing Settings
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Sales Settings
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Payment Processor Setup
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How to Configure PayPal Payment Processor3:15
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How to set up PayPal Payouts
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How to setup MobilePay
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Authorize.net
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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Credits (soon to be known as Points)
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Global Coupons
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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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Collecting an Outstanding Balance
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Troubleshooting Payment Processor Issues
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Default Opt-in Box on Order Forms
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Renewal Notifications
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Receipt Settings
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Retrying Failed Charges
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Contacts Settings
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Integrations
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Using Simplero With Your Existing Website
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API Keys
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Leadpages
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WebinarJam
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EverWebinar
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How to Integrate Simplero with Mailchimp
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How to Integrate WiserNotify With Simplero
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How to Integrate Group Collector With Simplero
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How to Integrate Interact Quizzes With Simplero
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Zapier
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Pipedream
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How To Use the Zoom Integration
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Acuity Scheduling for Bookings
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Twitter
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TikTok Pixel
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Embed a Facebook Page Widget
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Debug a Facebook or LinkedIN share
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Facebook Pixel and Verifying Domains2:12
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Facebook Messenger Chat
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Use Merge Fields to Register a Subscriber for a Webinar
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Deprecated Features
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Spaces (deprecated)
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Troubleshooting Space Access (A deprecated feature)
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Space FAQ (deprecated)
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Space and Space Page Access (deprecated)
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Page Types (deprecated)
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One Space Multiple Products/Classes (deprecated)
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Free Spaces and Spaces with both Free and Paid content (deprecated)
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Multi-Language Spaces (deprecated)
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Postponing Access to a Space Until Later (deprecated)
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Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
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Embedding Videos in Your Spaces (deprecated)
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Resurrect a Deleted Space (deprecated)
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Podcast Feature in Spaces (deprecated)
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FAQ Page in Your Space (Deprecated)
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Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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Space and Space Page Access (deprecated)
How Space Access Really Works
Getting Access
In order to determine whether someone has access to a Space, we go through several different options.
- First, if they have an active purchase of a product, or an active subscription to a list, where that space is added under Content, they'll have access.
- Second, if they're admins on the account, or they've been granted staff privileges in the space, they're in
- Third, if they have been granted explicit access to the space, either by manually adding the space on their contact page, or through an action via a trigger, an automation, or directly on a segment, they're in.
If anyone of those conditions is met, they'll get access to the space.
Revoking Access
You can revoke each one of these, and they'll have different consequences.
- Removing the Space from the content for the List or Product will remove it for all who are on that list or product.
- Unsubscribing a contact from a list, or canceling their purchase of a product that gives access to that space, will affect just that contact, but will have other consequences, like no longer getting emails to that list or product.
- Removing them as admins on your account or revoking their staff privileges in the space will obviously remove them as admins or revoke their staff privileges.
- Using the "Revoke access to space" action will only remove any directly granted access, ie. if they have access through a list or a product, they'll still have access, regardless.
Grant Access and Revoke Access
These respectively set or remove any explicitly granted permission for this particular contact on this particular space.
If the contact in question has access some other way, it's not going to make any difference whether you grant or revoke these.
Only in the future, if they lose access through, say, a product, then the fact that they still have been explicitly granted permission would come into play
Space visibility options
There are 3 options for Spaces access.
Closed Spaces, require everyone who has access to purchase a product from you or sign up for a list with you. They have to give you their information and in turn, they are supplied with access and a Simplero ID.
Then you have two options for an Open Space. An Open Space means that anyone who has the URL will have access. The URL can be shared via social media, an email, text message. Also if they are a current customer with access to one of your other spaces (closed or open) they will see all your open spaces listed as available to them.
Your 2 options in an Open Space are:
- That they create a Simplero ID this would require them to be registered with Simplero
- That they don't have to log in at all. Meaning the Space would be truly open to anyone and they don't have to register with you or with Simplero.
Giving Access
Site Access to a Product or List
- Locate the list(s) or product(s) you want to give the site to.
- Select on the Content tab within the list.
- Scroll to the "Site" section about 1/2 way down
- Select the Connect to existing site button
- Select Site
- Save
Access to a single contact
- Search for the Contact in your database
- Click on their name
- Scroll about 3/4 of the way down to the box showing the spaces they have access to.
- Click on the red hyperlink that says "Add a site"
- Select the site you want them to have access to
- If there are any pages on auto-publish in the site you will now need to to do that. That can be done via an automation, broadcast, or simply select the manage access button next to the site in this same screen and select the pages.
Access via a Trigger or Automation
- Add a trigger where you want or create a new step in your automation
- Select Action
- Choose Give access to a space then select the site
Manual Access
Do you want to give a contact access to a space without having them register for a product or list?
- Search for contact in your database
- Click on their name
- Scroll about 3/4 of the way down to the box showing the spaces they have access to.
- Click on the red hyperlink that says "Add a space"
- Select the space you want them to have access to
- If there are any pages on auto-publish in the space you will now need to give them access to those. That can be done via an automation, broadcast, or simply select the manage access button next to the space in this same screen and select the pages.
Removing Access for a Space
Removing access to a single contact
- Search for the contact in your database
- Click on their name
- Find the product where they have access to the space
- Cancel their purchase
Removing an entire product's Access
- Go to the space you want to remove access for
- Click on the access tab
- Find the product name listed
- Select the red remove button next to it
Removing Access via a Trigger/Automation
- You can also set a trigger or a line in an automation that says to remove access to a space, should you want to do that.
Managing access within a space
Do you have a customer emailing you saying they can't view a page they should have access to? Or maybe you just want to verify that someone has or doesn't have access to a specific auto-published page. There is a way to do that!
- Search for the person in your Simplero
- Scroll about 1/2 way down until you reach the space access box, for questions about page access go to step 4, for questions about space access go to step 3.
- If you are looking to verify which spaces they have access to and how you can see this in the box directly. The through column shows you how they got the access. If access was given via a product you will see that product listed. If access was given manually or through an automation or trigger to a segment it will say Directly.
- Locate the manage access link next to the space and a pop up will appear with the auto-publish pages. Pages which a check mark next to them is viewable by that contact. Pages without a checkmark are not viewable by the customer.
Restricting Access within a Space
Why would you want to restrict access?
Restricting access to a page allows you to set up a single membership site and connect it to multiple products. For example, if you run a mastermind each year you can then have one mastermind space with all the content as the content itself is evergreen and used season after season. But then you can have a page(s) in the space that has restricted access where you can post call replays. Giving each mastermind group the privacy they are expecting.
How would you restrict access?
Each published page in a space can be restricted in two ways.
- A page can be published in a space but only viewable by specific Products.
- Select a page in your space
- Go to the settings tab on the page
- Scroll down to the section titled "Who should have access to this page?" Note if the page is not set to published you will not see this option.
- Select the option "Only available to customers who purchased the following product(s)"
- Select the product(s) you linked to the space
- Repeat all the steps above for each page that is paid content not being auto-published
You can also use Auto-Publish. That means the page is only accessible to people that have been expressly released to, either manually, through an email broadcast or a trigger of some kind within your simplero. This option is great if you want to control the timing of when a product receives access to a page or if you don't want to give access to everyone within a product or list.
- One thing to note is access requires access to the parent page.
- What this means is that access to a subpage is also restricted by the "parent" page. So if you have pages like this:
- Modules > Module 1 > Part 1
- Then a customer will only be able to get to the page "Part 1" if they also have access to the "Module 1" and "Modules" pages.
- What this means is that access to a subpage is also restricted by the "parent" page. So if you have pages like this: