Course Content
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Contacts
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Lists
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Creating a List
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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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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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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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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
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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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Automations: Creating and Managing
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Starting an Automation
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Stopping, Pausing, Resuming an Automation
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Reentering or Starting Mid Automation
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Time Zone Specific Automations
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Flows
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Advancing a Flow in an Automation
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Duplicate Automations in Different Languages
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What is the Difference Between Automations and Auto-Responses?
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Email for automations
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Done For You Campaign
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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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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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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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Membership Sites
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Creating a Membership Site
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Membership Site Blog
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Membership Site Forum
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Membership Site Pages
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One Membership Site with Multiple Products/Classes
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Site and Page Access
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How to Use Drip Pages (AKA Dripping Content)
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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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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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Worksheets
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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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Branding Settings
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Tracking 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 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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Using Simplero With Your Existing Website
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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 Share / 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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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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Purchases 101
How to work with purchases.
Cancel, refund, or make it free.
Issue credit notes, incur additional charges, register payments, and return money to the customer.
All is explained right here.
Purchases Screen
Select Sales >> Purchases from your Simplero Dashboard
Search and select your customer name to take you to the purchase page directly
The first box is the Purchase summary
The second box is Charges & Payments
The third box is the Participant box where you can View how they answered questions on the Order form, Manage site access, Troubleshoot password issues.
The fourth box is the Emails sent that have gone to the participant via the product in the purchase
The fifth box is the client's Activities associated with the purchase
Purchase Terminology
Some things about the language we use about Purchases that can be useful to know and understand.
Activating a Purchase
Activation is when the purchase is first considered to have gone through.
In most cases, it'll be when payment has been made.
If there are multiple installments, it's when the first payment has been made.
If it's a subscription, it'll be the payment for the first subscription period.
If it's a subscription where the first period is free, it'll be when we have a payment method that we can auto-charge, such as a saved credit card number.
If there are multiple installments or it's a subscription, and the payment processor supports auto-charge, we'll get the payment information so we can charge in the future.
Before activation, the purchase will be in an Abandoned state. This just means the customer never finished activating their purchase. It happens a lot. I bet you've put stuff in a cart on some site and never bought. We all do it. It's nothing to get alarmed about.
There's a special case when a purchase is being paid for outside of Simplero, such as with a bank transfer or cash. These purchases will be in Pending state until you register the payment. Once the payment is registered, it'll be activated.
Paid and Failed
An activated purchase will go to the Paid state. This is the state where they have access to content and emails, and everything is hunky-dory (that means a-okay... it's good, it's positive).
Later on, if they fail to pay an installment or renew their subscription after several attempts, they'll go to Failed. When failed, we've given up. We've cut off their access. We won't try to collect it anymore.
Subscriptions
Subscriptions work this way - People pay for a given time period. After that period is up, they have to either renew for another period, or their subscription ends. It's like paying rent. If you stop paying, you gotta leave the apartment.
When the subscription period ends and it needs to be renewed or stopped, you'll see the "Period ends" date
That row that starts with "PERIOD ENDS" under "Charges & Payments" on a purchase shows you when the current subscription period is over and what happens then:
To the left is the date it ends.
The price that we renew at is shown here: "Subscription price, period 1". If you click it, you'll be presented with alternative options for what price it'll renew.
The amount shows how much will need to be paid for that period. Note that there may be multiple installments for one period. This will be explained in a bit.
Next, we show which payment method we'll use to try and collect the payment for renewal. Again, you can click it to choose another one.
And finally, we show when the customer's subscription commitment. Commitment is quite simple but can be confusing. If set, it simply means that until this date, the customer cannot cancel or downgrade or upgrade their subscription. You as the admin can still do these things, but they cannot.
It's like when you sign up a 12-month lease on your apartment. You still pay rent every month. What it means is that you cannot get out of your lease until the 12 months are up.
Subscriptions, Periods, Installments
When you define the price for a subscription, you can define multiple periods, and each period can have multiple installments.
Each period says how long they get access for, what they pay, and whether there's a limit to how many times they'll repeat that particular period.
The "what they pay" part can be nothing, it can be a single amount, or it can be a series of payments, called installments.
For example, for a 2-week free trial, create a first period that lasts 14 days and costs $0, and the repeat number to 1. You don't want them to keep renewing for another 14 days at $0. You want them to then flow into the next period where they (surprise!) pay!
You can also, if you want to be fancy, define a period that has them paying multiple installments. Say the period is 6 months, and they pay $99 when they renew, and then $50 a month later. Or $0 to renew, and $100 after 3 months. However you'd like to be fancy, you can do it.
Activities: Purchase and Participants
Beware that there are separate activity logs for the Purchase and for each Participant.
Activities relating to billing will be under the Purchase.
Activities related to content will be under the Participant.
The list of Emails sent is also divided between the purchase and each participant.
Simplero ID and Email settings: Purchase and Participant
The same is the case for Simplero ID and email preferences. There are separate settings for the participant and for the billing contact.
Everything on the right side relates to the Purchase, that is, the Billing contact.
Each Participant will have their own box in the middle of the screen where everything related to that participant.
The edit button in sub-navigation that says "Edit" will edit settings for the purchase, that is, billing-related stuff
The "Edit" link in the Participant box will edit that participant.
When changing who the billing contact is, make sure you change both name/email AND the linked contact record. Each purchase can have a separate name/email, and still, be attributed to the same contact. The same goes for the participant.
There are 3 different types of subscriptions to a Product:
Marketing Emails: this setting applies to the purchaser only.
Notifications Emails: this setting applies to the purchaser only.
Content Emails: this setting applies to the participant only.
This is how they match on the Purchase admin side:
Sending a Broadcast to Purchasers wanting marketing allows you to exclude purchasers with Marketing emails Off.
Participants wanting content emails will exclude participants with Content Emails Off.
Forecasts
Simplero calculates an estimate of future customers renewals based on current active subscription purchases. You can access the Forecast on the top right corner of the Purchases page.