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
Subscription Prices
Subscriptions are a great idea if you're selling a product or membership that requires regular billing. We've seen Simplero users offer their customers exclusive paid email lists, courses, membership sites, monthly events, the list goes on! Truly whatever you'd like to attach to a subscription price point, Simplero can help make that happen.
Adding a Subscription Price
With a Subscription, they buy access for a defined period of time. This is like paying rent. You don't own the apartment, you just get to have it for a while, typically a month at a time, so long as you keep paying.
- Select Products from your Simplero Dashboard
- From the Products tab, select the product you want to offer the subscription price
- Select the Prices tab
- Add a subscription price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner
- Complete all relevant fields for the subscription price such as Name, Type of price, Amounts, etc.
- In the Type of price section, select the Subscription option
- Insert the amount of time your participant will have access for after paying this amount in the field titled "How long does this give access for"
- In the Subscription settings section, choose the Renewal option
Forced vs Optional is whether this is something your customers can control, or just you.
With Auto-renew ON, forced, your customers cannot turn auto-renewal off. So if they want to cancel, their cancellation is going to be immediate, not to the end of the period they've paid for.
With Auto-renew ON, optional, your customers can choose to turn auto-renew off, in which case their subscription will remain active till the end of the period, and then Expire automatically. No more charges, no more access.
With Auto-renew OFF, optional, the subscription will by default NOT renew, but your customers can override this and have it renew anyway.
With Auto-renew OFF, forced, the subscription will always expire at the end of the first period unless you as an admin overrides it and turns auto-renewal on for that particular purchase.
- If applicable complete the field titled "Minimum commitment". This is used if you want them to commit to a 1-year subscription for example. It will prevent them from being able to cancel before 1 calendar year is up. After that, it will continue to renew per your settings but they will be able to cancel at any time.
- Complete any other relevant fields such as campaign availability, number of subscriptions available, or restrictions such as having to be on a list or another product first.
- Ideally, you will have a payment processor that can process automatic charges. PayPal cannot so if you have PayPal enabled and you leave the price to 'unrestricted' payment processors, then people will be able to pay via PayPal and they will receive invoices for future subscription payments. If you want to require purchasers to to use a processor that can process automatic charges then set the price to 'automatic charge only'
Click the Create price button
How to Setup a Subscription with a Fixed Start-Date
Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until some fixed date in the future, because all the content isn't going to be available until then. Or just as a promo.
Simplero's subscription prices don't have that feature, but here's what you can do instead.
You can create the subscription with two periods.
- The first has $0 as the amount or whatever amount you want them to pay upon purchase, and the duration can be set to e.g. 14 days or however many days until you want them to have the initial charge
- The second period will be the actual subscription price, so let's just say it's 30 days for $97.
As each new customers signs up, you can manually go in and change the date for "Period ends at" on their purchase to the date you want their next charge to be paid at.
Yes, this is a little bit of manual work, but it's simple and easy to do (as well as having an assistant to do it).
If you have many new subscribers each day, you can also simply change the price every day, so the number of days for the first period is the number of days until you want the subscription payments to start.
To change a subscription renewal to a different price point
If you would like to move an existing customer to a higher or lower level of a subscription, you can do the following.
- Select Products from your Simplero Dashboard
- Select the Purchases tab
- Locate and select the customer name
- Scroll down to the Charges & Payment box
- In this box you will see a line of texts labeled "PERIOD ENDS", "AUTO-RENEW" and "PRICE"
- Select the Subscription hyperlink and choose the new renewal rate from your list of price options for that product.
If you change an existing subscription price, the new price will apply to all existing purchasers of that subscription. The new price will take effect on their next subscription renewal date.
If you do not want this to happen, you can duplicate the old price and then disable it. Existing purchasers will continue to renew at the old, disabled, price. You can then create and enable a new price to sell to new purchasers.
What happens when a customer cancels? and how do they do that?
Per the terms of your product's settings, a customer can cancel their subscription by:
- clicking on "My Account" in their membership site (or visiting http://simplero.com/purchases) then selecting "My Subscriptions" and then "Manage Payment"
Subscription Changes
This option is only available when there is more than one subscription price and each of them gives access for a different period of time.
The change of subscription is executed immediately by cancelling the current purchase and generating a new purchase under the new price.
Important notes to take into account:
- When the current purchase gets cancelled, a prorated amount for the time left on the active subscription is stored as credit and applied on the new purchase.
- This credit cannot be transferred to a third purchase and can only be refunded via the original purchase.
This is how it looks at the user end: