Course Content
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Contacts
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Lists
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Creating a List and Importing Subscribers
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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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Surveys
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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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Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
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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 & Forms
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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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Creating Automations
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Configuring an Automation
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Editing an Automation
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Starting an Automation
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Duplicating and Deleting an Automation
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Excluding Customers from 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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Emails for automations
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Done For You Campaigns
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Funnels
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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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Forecasts
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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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Adding, Editing, and Canceling participants
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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, and Subtitles
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Transcripts
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Bookmarks
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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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Video Analytics
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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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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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Using Simplero With Your Existing Website
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Google Tag Manager
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AI Bot
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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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Sending a Text Message
Via a Trigger
Text messages can be sent to your customers via a trigger on product, list, automation, or segment.
Add a Trigger for text message on a Product or a List
Select Product or Contacts from your Simplero Dashboard
From the Products tab or Lists tab, locate and click on the product or list you want to perform the trigger
Select the Content tab
Scroll down to the Triggers section and click the white +Add trigger button
The Add new trigger screen will open. Complete the fields:
Select what you want to happen
In the Do this field select 'Send text message' option
Type your message in the Message to send field
Click the Save changes button and you are set
Via Automation
Select Marketing from your Simplero Dashboard
Select Automations from the dropdown menu
Click the Create new automation button in the upper right corner
Name your Automation and click the OK button
Click the blue + Add a step button for your automation
Select Action for the step
In Do this section, click the drop-down arrow and select the Send text message option
Type your text message
Click the Save changes button
Via a Product or a List
Select Product or Contacts from your Simplero Dashboard
From the Products tab or Lists tab, locate and click on the product or list you want to perform the trigger
Select the Participants tab (for Products) or Subscribers (from Lists)
In the Participants/Subscribers screen, check the box next to the participant's name you want to perform the trigger
Click on the Select action... drop-down menu and select Send text message... option
The Text message screen will open.
Type your text message and click the Text message to customer button
And you're good to go.
Via a Segment
Step 1: Create a new List
Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the blue + Create a new list in the upper right corner
Complete the Lists configuration such the Name, Internal name, Email settings for Notifications and so on
Click the blue Create list button when done
Step 2: Add your Customers/Subscribers to the List
There are 3 ways to add customers/subscribers:
Manual Add: This section allows you to enter the names and email address of your subscribers.
Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to edit
Select the + Add subscribers tab
Select the Enter Manually tab
Enter the email address and name in the box
Click the blue Import emails button to add your subscribers
Copy Subscribers from a List or Product: This section allows you to move people from another lists or products over to this new list.
Select Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to edit
Select the + Add subscribers tab
Select the Copy from other tab
Select the sublist from the Lists or Products
Click the blue Copy now button to add your subscribers
Import CSV File: This feature allows you to import a list you have saved in CSV format.
Before importing, make sure the encoding of the file is UTF-8. That's an indication of how special characters - basically anything but the 26 letters of the English alphabet and the digits 0-9 are stored. If it's not UTF-8, then it's probably going to get rejected by Simplero, and you'll need to change the encoding before uploading. Here's an online tool that can help you detect encoding and convert it to UTF-8.
Select the Contacts from your Simplero Dashboard
Select Lists from the dropdown menu
Select the list you want to edit
Select the + Add subscribers tab
Select the Import from CSF file tab
Click the Choose file button to choose your subscribers list from your computer
Click the blue Upload file button to import your subscribers
*Note that if your file downloaded as a zip file you will need to open the zip file and save the CSV file before importing
* If you are migrating from another mail platform check out our guides on Migrating
Step 3: Create a Segment
Select Contacts from your Simplero Dashboard
Select Segments from the dropdown menu
Click the + Create a segment button located in the upper right corner
In the Include section, choose where you are collecting these contacts from (e.g. a list, broadcast, product, auto-response, automation, space, etc.)
Click the Add Member Group button and this will start populating all the contacts for that segment
You don't need to select anything in the filter, it will automatically choose "active subscribers".
Once the list is done "calculating", click the Perform action... button
Under Do this select Text message to customer, type your message and click the Go do it! button.
Note
Due to the way text messages work, a message longer than 153 characters, or 67 characters if special characters are used, will be broken into multiple text message segments. A message of 240 characters will, therefore, be sent and billed as 2 messages if no special characters are used, or 4 messages if the message contains special characters. The way messages are broken up into individual messages depend on the country and carrier.
As mandated by the IMDA, A2P messages sent into Singapore from International Phone Numbers will be blocked from July 2023.
Billing notes
Each sent message is billed. That means if a text is broken into 3 sent messages you are billed for 3 texts.
Our plans do not include text messages. To see your current usage from your account, go to Settings > Plan and Billing. Simplero does not stop you from sending texts. Instead, you are billed at the end of the billing cycle for the total cost. The rates can be found on the text message pricing page.
Do also note, that administrator text message notifications about new purchases (set up under Settings > Product) are not counted towards your usage of text messages.
Text message replies
Please note that our system is not set up to receive replies to text messages/ SMS you send out, with the exception of Start/Stop.
Recipients have the option to reply with the text ‘Stop’ which will stop the sending of ALL texts from ANY Simplero account.
They can resume receiving text messages by replying with ‘Start’.