Course Content
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Your Account
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How the Trial Works
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How to Change Your Plan and Billing
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How to See Your Account Overview
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Account Administrators
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Changing Your Time Zone
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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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Simplero Search, Filter, and Save Views2:04
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Setting Brand Colors
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Places to Change Colors and Graphics
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Setting Labels
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The Notice Box
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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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Flex Plans
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Billing at Simplero
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Your First Three Wins
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Getting In-Person Help with Concierge
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Cookie Consent Banner
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Opt-In Form Designs
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Domains and URLs
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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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Product Catalog
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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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Your Media Files
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Landing Pages
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Forms
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Form Fields
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Creating Opt-In Form
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How to Setup List opt-in Forms8:53
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Embedded Opt-In Forms
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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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Sign-up Forms on Your Simplero Sites
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Viewing Custom Questions On Order Forms
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Default Opt-in Box on Order Forms
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Use Merge Fields to Register a Subscriber for a Webinar
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How to Install Google Analytics Tracking Code
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Lists & Contacts
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How to Manage Your Lists and Contacts
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Creating a List
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List Confirmation
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers and Contact Cleanup
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Exporting Contacts from my List
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Merging Duplicate Contacts
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Changing a Participants Email Address
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Seeing What Your Customers Sees
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Tags
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Segments
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Do Not Contact and Bounced Emails
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Preferred Sender Program
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Unengaged Contacts Tracking
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Broadcasts
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Broadcast Overview
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Email Template Design
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Email Font Size
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Creating a Broadcast
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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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Newsletter Scheduler
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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 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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The New Simplero Editor - Beta
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Other Customer Communications
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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 Pages (AKA Dripping Content)
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Courses
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Quizzes
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Course Preview
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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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Podcast Feature in Membership Sites (RSS)
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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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Auto-publishing: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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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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Product Pricing
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Payment Processor Setup
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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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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Credits
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Global Coupons
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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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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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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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Collecting an Outstanding Balance
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Upsells
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Downsales
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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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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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Troubleshooting Payment Processor Issues
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Understanding Your Change in Monthly Recurring Revenue Graph
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Purchases and Participants
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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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Renewal Notifications
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Invoice Settings
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Retrying Failed Charges
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Automation
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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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Emails for Automations
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Triggers Overview
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Adding a New Trigger to an Existing List or Product
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Triggers on Link Clicks
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Triggers on Prices
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Abandoned Cart Trigger
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Global Triggers - Targeting and Re-Targeting Leads
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Working with Webhook Triggers
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Bulk Actions
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Global Snippets7:18
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What is the Difference Between Automations and Auto-Responses?
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Marketing & Affiliates
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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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Zapier
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Acuity Scheduling for Bookings
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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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Twitter
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How to Configure PayPal Payment Processor3:15
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Authorize.net
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How to setup MobilePay
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Install Google Tag Manager on Simplero
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Facebook Messenger Chat
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Embed a Facebook Page Widget
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Facebook Pixel and Verifying Domains2:12
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How To Use the Zoom Integration
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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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Pipedream
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Trouble Shooting
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Can't access the content they purchased?
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Email Shows "Read" But not "Delivered"
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Troubleshooting Stripe payment issues
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Troubleshooting Email Addresses
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Troubleshooting Opt-in Form Issues
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Why is my E-mail not being delivered?
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Troubleshooting Forum Notifications
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Troubleshoot Price Issues
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Debug a Facebook Share / LinkedIN share
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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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Troubleshooting Space Access (A deprecated feature)
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Microsoft Says a File Has a Virus
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Deprecated Features
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Spaces (deprecated)
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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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Nerdy stuff
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Events
Automations: Creating and Managing
Adding an Automation
Select Automations from your Simplero Dashboard
In the Automation tab, click the + Create new automation button in the upper right corner
Give your new automation a name and click the OK button
Select the + Add a step button for your automation
Complete all appropriate fields and click the Save changes button
Repeat steps 4-5 until all steps for your automation have been added.
Conditions on an Automation
Select Automations from your Simplero Dashboard
In the Automation tab, select the automation name you want to add conditionals to
Select Settings tab and then you can choose it here
Scroll down the Condition section where you will have 3 options...
Always run means that every time a contact enters the automation they will be allowed to go through it assuming of course that you have the settings set to allow him/her to enter it more than once.
Only run when a contact has a tag means that if a contact is entered into an automation but does not have the selected qualifying tag linked to his/her name then they will not go through the automation.
On run when the contact does not have this tag is going to be the same thing only the opposite, s/he will only be allowed to go through the automation in the absence of a tag. An example of when you might use one of the last two automations is when the automation is being used for a sales funnel or when trying to exclude people from an automation.
Automation Wait steps
You have several options for Wait steps in an automation.
A date specific time (if the date is in the past, the automation will perform the action on new contacts in that step)
A general wait time such as a number of days or minutes.
A contact field that has a date/time value such as a customers Birthday - To use this option you will need to be using the birthday or custom date field which can be set up in your form fields, and then added to opt-ins and order forms.
A course start date - This option is only available when it is connected to a product, and a start date has been added on the Selling tab within the product.
Subscription period ends. This option is used when an automation is in conjunction with a subscription purchase.
Important: Changing an automation wait step affects those already waiting in that step.
For example John enters the wait step 7: wait 1 day. If you change step 7 to wait 1 week, John would now wait 1 week in that step, not 1 day.
We do not recommend making changes on steps where there are currently active contacts.
Excluding people from an Automation
Is one of your opt-ins linked to a sales funnel automation for a specific product? If so it is likely you don't want people who have already purchased that product to go through that sales funnel. It's a bit redundant since they already bought it and it could possibly frustrate them. So how do we remedy this? Below you will find the steps for how to exclude someone from entering an automation.
Select Products from your Simplero Dashboard
In the Products tab, select the product are selling through the sales funnel
Select the Content tab of that product
Scroll to the Triggers section and you will add a trigger that adds a tag to the contact upon purchasing
Locate or create your sales funnel automation
Go to the Settings of your Automation
Scroll down to the Condition section and select the condition "Only run when the contact does not have this tag" and select the tag you added in step 4
Want to exclude multiple groups of people?
Are you using your automation as a sales funnel where you are selling more than one product? If so it is likely that you want to exclude people from any of the products being sold so that they aren't being resold a product they already have bought. The conditional option above only allows you to exclude people based on a single Tag. So you could add that same tag to anyone in any of the products being sold. However, If you have used different tags for the different products then you will need to do a bit of extra work. Below are the steps you would need to follow for each of the tags you want to exclude from an automation not covered via the conditionals in settings.
Select Products from your Simplero Dashboard
In the Products tab, select the product are selling through the sales funnel
Select the Content tab of that product
Scroll to the Triggers section and you will add a trigger that adds a tag to the contact upon purchasing
For example, I have 2 products I am going to sell in my sales Funnel, Product A, Product B. Product A will be tagged A, Product B will be tagged BCreate your sales funnel automation with all your wait steps and sales emails as you would for someone who has never purchased anything from you.
Go to Tags
Select Lists & Contacts from your Simplero Dashboard
Select the Tags tab
Locate and select Tag A, the once you've added in step 4
Add a Trigger to Tag A that says when {When Tag is removed, Stop Automation, select the sales funnel automation from the above step 5}
Repeat steps 3 and 4 for Tag B
Open up the sales funnel automation you created in step 5
Add an action step to remove the Tag A and move it to just before you sell Product A
Repeat step 8 for Tag B
Now when a participant goes through the automation If they have purchased one of those two products they will be removed from the automation and never go through any of the steps that occur after their tag has been removed.
Editing an Automation
From time to time you may want to update an automation. Maybe you want to add a step, remove a step, make a change to an email that is being sent or rearrange the steps of your automation. This is not a problem, follow the steps below to edit the automation. But please NOTE...when you edit an automation the change will only affect the people who have not yet reached the step where the change is made.
What does this mean?
If you are editing a wait step - People currently in that wait step will be affected. They receive the new wait rule.
If you are adding a step - Only people who are in the steps prior to it will receive the additional step.
If you add a step to the end of the broadcast - People who have finished the automation will not be affected.
If you make a change to the broadcast - Only people who have not yet received the broadcast will see the new version.
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Locate and select the step you want to edit
Select the Pencil icon in the far right side within the step box and make the edits
Note: If you make changes on the fly to an automation that's already running, note that the change will only affect the people who have not yet reached the step where you made the change.
However, if someone is waiting in a wait step, they will be affected by the change.
Rearrange Steps of an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Select and hold the Double dotted lines to the left of the automation step and drag it to the desired location within the automation
We don't recommend rearranging steps where there are currently active contacts.
Removing a Step in an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Locate and select the step you want to remove
Select the Trashcan icon in the far right side within the step box
Click OK to confirm your removal of the step
We don't recommend deleting steps where there are currently active contacts on.
Adding a Step in an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Select the + Add a step button below your current steps
Complete all appropriate fields and click the Save changes button
You can also click the (Plus) + icon to Add step after this step
Select and hold the Double dotted lines to the left of the automation step and drag it to where you want it in the sequence
Duplicating a Step in an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Locate and select the step you want to duplicate
Select the Paper icon in the far right side within the step box
You will now see a duplicate step within your automation
Select the Pencil icon in the far right to update the name of your automation
Click the Save changes button
Sending Emails through an automation
+ Add a Step
Choose the Action Send email
You have two options now:
Option One: Create a unique email for this automation step >> Add a Subject and the email Body >> then Save changes. You can then save a copy of this email in your email library so you can use it in other Steps or Automations.
Option 2: Reuse an existing Email from the Email for Automarions library:
Learn more about the Email Library in our guide Emails for Automations
Editing an email that is part of an automation
On the automation Summary tab, locate the step with the email you’d like to edit, then click on the edit icon at the far right:
If the email is unique to that step, you will be able to edit the subject and email body on that same screen:
You can also Save this unique email to your Email Library so it’s available to be used in other automation steps or triggers.
If you are using an already saved email from your Library, then click on the Email name (or edit icon next to it) to edit its content. When you edit the Library Email you are editing it everywhere you have used that email. It's a single email, which can be used in multiple places.
And Save the changes.
Duplicating Steps that contain Emails
Duplicating steps containing unique emails will make a second copy of the email. It will then be unique to that new step and you can edit one without affecting the other.
Any changes made to the email linked on Step#3 will not apply to the email linked on Step#2. They are independent of each other.
There are 2 ways of duplicating an automation step that contains an already saved library email:
Duplicate the ste and reuse the Library email >> any changes made on either the original or the duplicate will affect both steps (they are using the exact same email!
Duplicate the step and duplicate the library email too >> any changes made on the original will not affect the copy, they are linked to different emails!
Advanced Automation Step Settings
Add Notes
You can add a note to any automation step. These are internal notes for your reference. This is a great way to help you remember down the line why you set up a condition on a step, or maybe you run a seasonal course and need to remember to update certain action steps each round.
Add Conditions
Run the steps only under certain conditions (if contact has a tag, subscribed to a list…). Very helpful to exclude contacts to run specific steps on the automation.
Skip Step if wait step exceeded
If you have a waiting step set to a specific date, let’s say wait until May 5th 2022, to then give access to a course lesson and send an email. If a contact starts the automation on May 6th, you may want to skip sending the email but allow getting access to the lesson. In that case, Step#2 would be set to skip if the last wait step was exceeded (do not fire this step if we are past May 5th).
Duplicating an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Select the three dots button on the top right-hand corner
You will now be able to choose Duplicate
Select the Settings button on the tab bar
Update the name of your automation
Click the Save changes button
Update or add steps as needed to the automation
Warning! If you duplicate an automation, any Library emails linked on the original will be reused in the new automation.
Deleting an Automation
Select Automation from your Simplero Dashboard
In the Automations tab, locate and select your automation
Select the Three dots button
You can now click Delete
Click OK to confirm your deletion
The automation will now be removed from your Simplero account. Any emails that were created within will still exist in your email library.