How To Guides
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 and Filter Option
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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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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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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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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 Code3:13
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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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Unengaged Subscribers and Contact Cleanup2:29
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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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Cold 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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Auto-publishing 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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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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Page Access
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How to Use Auto-Publishing Pages (AKA Dripping Content)
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Courses5:12
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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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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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Invoices and Expenses1:31
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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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Using Automations for Sales Funnels
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Duplicate Automations in Different Languages
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Email Library
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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 Snippets
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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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Integrating Simplero With Your 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 New Zoom Integration
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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
Stopping, Pausing, Resuming an Automation
Pausing or Removing a single contact from an automation
Sometimes its necessary to temporarily pause an automation or stop/remove a contact from automation altogether. Here's what you need to do:
- Select Automation from your Simplero Dashboard
- In the Automations tab, locate and select your automation
- Locate the Step where the contact is in and click on the contacts
- You will see the list of contacts and their place in the automation
- Click on the Pause or Stop icon to the far right side of the contact name
- The contact will now be paused or removed completely from the automation depending on which you choose
To reactive a pause for a contact continue on...
- To resume a Paused for a contact repeat steps 1-4 above
- Click on the Play icon to the far right side of the contact name to Resume the automation
Stopping an Automation via an Action step
You can now Stop an automation via a stop step. This step, like other action steps, can be based on conditions. Just add a new step, choose the "Stop" option, and click the Save changes button.
Stopping an automation removes the contact from the automation altogether.
Contacts Pausing, Removing, Resuming Themselves
Another option is to have a contact pause, resume, or resume themselves from an automation. This can be done through links in a broadcast.
For example, in the bottom of the emails for the automation, you could include a line that says Not interested in this topic but still wants to hear from me on other products and services, stops these emails here and then you would hyperlink the "Here" to stop automation URL.
Where do you find the Stop/Pause/Resume URLs?
- Select Automation from your Simplero Dashboard
- In the Automations tab, locate and select your automation
- In the right sidebar towards the bottom, you will see a section titled Automation links
- Select the Clipboard button next to the one you want to use and paste it in a broadcast
Note: These links only work when used in a Simplero broadcast as they are coded to read the contacts email address and if they were outside of Simplero they are unable to pull the necessary information.
Pausing, Removing, or Stopping for a Large Group all at once
If you know you want to pause, resume, or stop a group of people that are in an automation you can do so in one swoop rather than individually.
- Create a Segment of the people you want to perform the action to
- Select the Perform action... button at the top of the segment
- Select the action to Stop Automation, choose the automation you want to activate and click Got it! to save
Simplero will now perform that action in the background.
Pausing, Removing, or Stopping for a Specific Product/List
If you are using an automation as a sales funnel you will likely want to stop the automation when people purchase that product. Or if a specific product is purchased or contact is added to a list you may want to temporarily suspend an automation while they are participating in that product or that lists autoresponders. Both cases can be done automatically in Simplero.
To temporarily pause an automation:
- Locate the Product or List that the contact will be participating in place of the automation
- Add a trigger under content within the List/Product.
- The trigger will be an Action trigger that once Participant is Activated, Pause an automation and select the automation you want to Pause
- Click the Save changes button
- Then create a 2 step automation called Resume Automation for automation name
- Add step 1 which is a Wait step for however long you want them to be paused for
- Add step 2 that will be an action step to Resume the paused automation
- Now add the second trigger:
- Locate the Product or List that the contact will be participating in place of the automation
- Add a second trigger under content within the List/Product where you were in step 2
- This second trigger will be an Action trigger that once Participant is Activated, Start an automation and select the second automation you created
- Click the Save changes button
To stop/remove them from an automation after a purchase or joining a list
- Locate the Product or List that the contact will be participating in place of the automation
- Add a trigger under content within the List/Product.
- The trigger will be an Action trigger that once Participant is Activated, Stop an automation and select the automation you want to Stop
- Click the Save changes button
Note: If you use the 1-Click link to allow a customer to pause the automation themselves you will want to also provide them with a link to resume the automation themselves and let them know to save that email with the link for future access.
You could do this a few ways:
- You could include that link in the same email where they pause their automation.
- You can add a trigger to the link in the broadcast that starts a minimum of a 2 step automation.
- Step 1: Wait X amount of time
- Step 2: Send an email with the resume link
- If you do this you may want to add a third step that moves them back to the Start of the automation so that it keeps reminding them. If you do that remember to add a trigger to Stop the automation to the Resume link (refer to the instructions above).
Start an Automation at a Specific Step
- Add a new step 1 - Skip to step X
- Restart the automation for the group
- Delete step 1 after group as gone through it