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
Trial Period (Free or Discounted)
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.
The trial period option allows you to accomplish this. By telling this system how many days after you purchase before you want to begin charging the customer.
What Happens When a Trial Period Ends?
When the trial period ends, your customer will be charged for the continued subscription if they haven't already canceled. If you have a minimum commitment period that period will begin now preventing them from canceling on their own.
You may also want to set up a notification email letting them know their subscription is going to end. Below is the step by step instructions for creating such a notification.
Free Trial on a Subscription Price
- Select Products from your Simplero Dashboard
- In the Products tab, locate and select the product you want to offer the price on
- Select the Prices tab
- Add a new list 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 base price as if there is one participant/license being purchased and 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.
- In the Type of price section, select the Subscription option
- In the Amounts section, input the number of days/weeks/months/years you want them to have free access under the Optional free trial before the recurring payments begin. At the end of those days, their payments will begin based on what you put in the "Amount for each recurring period" field.
- 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.
- Click the Create price button
Discounted Trial on a Subscription
- 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 secret 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
- In the Amounts section, enter the amount of the trial period and time your participant will have access for after paying this amount in the field titled "How long does this give access for"
- Click the Create price button
- Go back to the List Prices screen, select and edit the price you've just added
- Scroll down to the Subscription periods section and click the Pencil icon to edit the price
- In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
- Click the Save changes button
- Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
- Complete the fields in the Installment pop-up screen and click the Save changes button
- Scroll down to the bottom and click the Save changes button
Free Trial on a Purchase
- Select Products from your Simplero Dashboard
- From the Products tab, select a product you want to offer campaign pricing
- Select the Prices tab
- Click the + Add a price button in the top right corner or the + Add a list price button on the bottom of the List Prices section
- You will be directed to the price creations screen. Set up all your price settings such as Name, Type of price, Amounts, etc.
- In the Type of price section, choose the Purchase as the type of price
- In the Amounts section, enter the amount $0, the number of installment (min. 1), the amount for each of the following installments, and enter in How long between each installment. This time amount should be the time you want to offer a free trial for. (If your free trial is less time than what is between the installment payments then only put in 1 and continue to follow the steps)
- Finish filling in any other relevant fields to your list price and click the Create price button
- If they get a free trial and have 1 installment to purchase or if the free trial period matches their installment periods then you are done and can activate your price. If the installment period is more time than you are giving in the free trial then continue on.
- Go back to the List Prices screen, select and edit the price you've just added
- Scroll down to the Subscription periods section and click the Pencil icon to edit the price
- In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
- Click the Save changes button
- Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
- Complete the fields in the Installment pop-up screen and click the Save changes button
- Scroll down to the bottom and click the Save changes button
Discounted trial on a purchase
- Select Products from your Simplero Dashboard
- From the Products tab, select a product you want to offer campaign pricing
- Select the Prices tab
- Click the + Add a price button in the top right corner or the + Add a list price button on the bottom of the List Prices section
- You will be directed to the price creations screen. Set up all your price settings such as Name, Type of price, Amounts, etc.
- In the Type of price section, choose the Purchase as the type of price
- In the Amounts section, enter the amount $, the number of installment (min. 1), the amount for each of the following installments, and enter in How long between each installment. This time amount should be the time you want to offer a discount for.
- Finish filling in any other relevant fields to your list price and click the Create price button
- If they get a discounted trial and have 1 installment to purchase or if the trial period matches their installment periods then you are done and can activate your price. If the installment period is more time then you are giving for the trial then continue on.
- Go back to the List Prices screen, select and edit the price you've just added
- Scroll down to the Subscription periods section and click the Pencil icon to edit the price
- In the Edit subscription period pop-up screen, enter 1 in the box titled Repeat how many times before the price or duration changes
- Click the Save changes button
- Going back to the Subscription periods section, click the + Add an installment for this period button just below that price
- Complete the fields in the Installment pop-up screen and click the Save changes button
- Scroll down to the bottom and click the Save changes button
Please note your payment processor may have a minimum charge. For example, Stripe requires a minimum $0.50 payment.
Cancelations
Note that if your customer chooses to Cancel after experiencing their trial they will only be able to cancel themselves if you have set it up as a subscription price. If you choose the "purchase" price type then they will need to contact you and you will need to go in and manually cancel them.
To cancel:
- Select the Lists & Contacts from your Simplero Dashboard
- Select the Contacts tab
- Locate and select the customer name
- Go to the Purchases section, find the product purchase in their customer screen and then click on it to open up the details screen
- In the Purchase summary screen, select the Cancel button and confirm your selection to cancel
Notification of Free Trial Ending
- Create the notification email in your Email Library that lets them know their Trial ends in X # of Days and they will begin to be charged.
- Create an Automation with 2 steps:
- Step 1 - Wait X number of days (the number of days will be how long to wait from purchase before sending the free trial ending email. For example, the free trial is 30 days, you want to send the notification email 5 days before they are charged then this step would be to wait 25 days)
- Step 2 - Will send the Templated email and select the email from the email library
- Go to your free trial price and add a trigger to the price
- The trigger should read: "Billing Contacted Activated" "Start automation" Select the automation you created in step 2
- Make sure to click the Save changes button when done.
Give Them the Option to Cancel
If you want to give them the option to cancel their purchase right in the notification email you will need to follow these additional steps...
- Create an automation with a single action step to "Cancel a Purchase"
- Copy the URL for the one-click start automation
- Create the notification email in your Email Library and paste in the URL wherein the copy you mention Canceling the purchase.
- Make sure to click the Save changes button when done.