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, Filter, and Save Views2:04
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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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Opt-In Form Designs
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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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Split Tests
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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 Code
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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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Retargeting Not-Engaged Subscribers and Contact Cleanup
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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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Unengaged 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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Dripping 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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Magic Login Link
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The New Simplero Editor - Beta
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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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Site and Page Access
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How to Use Drip Pages (AKA Dripping Content)
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Courses
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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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How to Use Engagement Badges
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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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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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Duplicate Automations in Different Languages
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Emails for Automations
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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 Snippets7:18
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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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Using Simplero With Your Existing 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 Zoom Integration
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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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Pipedream
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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
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Events
EU Vat
How Simplero Handles EU VAT
With Simplero, we've done everything we know of to handle EU VAT correctly for you.
That said, we're not tax lawyers, and finding usable information on what the laws actually are across all the member states have been challenging to say the least.
At the end of the day, handling EU VAT correctly is going to be your responsibility as the business owner. We cannot assume any liability here.
With that out of the way, let me explain what we're actually doing.
First, we have the VAT rates, as we know them, for each EU member country, loaded from the start. I've been searching for a canonical source of VAT rates, preferably in machine-readable format, but haven't been able to find it yet. If you know of one, please let me know.
The VAT rate charged will be based on the customer's country. The customer will tell us what their country is, and by default, we'll believe them. However, with EU VAT that may get you in trouble, so you have the option of locking down the country field so that we'll automatically populate it from the IP address they're coming from. This is not perfect. I know I've sometimes been in Denmark, and the IP address would look like it was coming from Sweden, especially if connecting via the personal hotspot on my cell phone, but this is the best information we have.
If the incorrect VAT amount is charged, we make it easy to correct it later on—either refund a bit or charge a bit extra.
We collect the EU VAT number if they have one, we validate it, and we do what's right in those cases. Typically, it means no VAT will be collected, except if you and the customer are in the same country, in which case VAT will still be charged.
You can set your product to always require a valid VAT number, so you can only sell to people in the EU if they have a valid VAT number. If the customer is outside the EU, they can still buy.
The rules for EU VAT are complicated. We have a setting to always charge your home country's VAT regardless of whether or not your customer has a valid VAT number, one that will charge your home country's VAT unless your customer has a valid VAT number, one that will charge your home country's VAT when your customer doesn't have a valid VAT number and one to charge VAT based on the customer's home country's VAT. We've tried to cover all the bases.
I've been told some EU member states have different VAT rates for different types of products, and this is not something we have implemented. If this is an issue for you, get in touch, and we'll look into it.
As for reporting, we'll give you a breakdown of taxes collected for each region, for any time period, where you can drill down for each region and see exactly which purchases the VAT has been collected for, so you can easily verify everything.
You can also download this report as a CSV or Excel file, which you can then modify and/or upload to other places, as needed.
We use Simplero to charge for Simplero and run our own business, and we need to collect EU VAT from both our US and our Danish companies, so we're very much relying on this functionality ourselves.
EU VAT Number Validation
When selling to business customers in the EU, or when you yourself are based in the EU, a valid VAT number is required on purchase in order to sell a product without VAT in accordance with the reverse VAT rules of the EU.
In Simplero we remove the VAT automatically if a valid VAT number is supplied. The VAT number is checked against the EU database (VIES), and if it's not recognized, the customer gets an error message and VAT is not deducted. However, the purchase can be completed without VAT unless you have checked the "EU VAT only" box on the "Configure" page of the Product.
To get the VAT field to show on the order form, you need to include Company name under Purchase Fields in the Order form setup.
Troubleshooting
If the VAT number is not accepted, this can be for one of several reasons. These reasons apply to both your purchase of Simplero and customers purchasing from you:
- You typed in the wrong number (obvious reason, but happens a lot)
- The EU database is down. That, unfortunately, happens from time to time – try again later or complete the purchase with VAT and then deduct the VAT on your VAT registration with your local VAT authorities.
- The VAT number is not valid for VAT deduction. You can verify that a VAT number is, in fact, valid for deduction on the VIES registry. In Denmark, this is a common reason for a VAT number not being accepted, since it can have a business number ("CVR/SE-nummer") but not be registered for VAT. If you are in a specific niche like healthcare and some types of education. For Danish businesses, you can check it here. If your business is in another EU country, and similar rules apply, please let us know if you have a link to a local VAT number check you would like us to include in this guide.