Course Content
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Contacts
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Lists
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Creating a List and Importing Subscribers
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List Confirmation
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Manage Your Lists
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Deleting a List
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers
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Exporting Contacts from my List
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Create a List Opt-in Form
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Utilizing More Than One Opt-in Form
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Integrating a Simplero Signup Form onto another Site
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Troubleshooting Opt-in Form Issues
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Auto-Responders
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Resending Auto-responders
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Deadline-Funnels
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Segments
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Notes and Tags
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Support Tickets
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Surveys
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Main Website
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Website Overview
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Website Settings
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Website Pages
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Website Blog
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Website Navigation
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Understanding SEO
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Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
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How to Customize Your Website Theme
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Save As Template Feature
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Editing your Theme Code
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Save Website to Phone Home Screen
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Create Your Own 404 Page
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Social Sharing
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Social Sharing Image
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How to Create Anchor Links
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How to Add a Custom Font to Your Simplero Website or Membership Site7:14
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How Can You Add the Pinterest Save Button to Your Website Images?2:21
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Split Tests
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Site Redirects and Shortlinks
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Why does Simplero remove my HTML code?
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Triggers
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Broadcasts
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Broadcast Overview
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Email Font Size
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Creating a Broadcast
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Quick Emails
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Send an Email to an Individual or Single Contact
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Resend a Broadcast
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Handle Replies to Mass Emails with Ease
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Expiring Links
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Insert Option for Broadcasts
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Magic Content URL
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Interpolation Keys
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Editing an Incorrect Link in a Broadcast
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Dripping a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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Email Deliveries
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About Open Rates for Broadcasts and Auto-Responses
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How the Sending Limit Works
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What Do the Secretive Options Mean
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Why Simplero Doesn't Do Fancy Graphic Emails
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Delaying Normal Broadcasts During an Email Funnel
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What Is the Spam Check on Emails?
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Editing the email prefix and footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Magic Login Link
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Code in emails
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Email Shows "Read" But not "Delivered"
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Troubleshooting Email Addresses
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Why is my E-mail not being delivered?
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Bounced Emails
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Spam reports
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Newsletters
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Landing Pages & Forms
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Affiliate Programs
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Automations
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All the Ways You Can Automate Things in Simplero
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Creating Automations
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Configuring an Automation
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Editing an Automation
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Starting an Automation
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Duplicating and Deleting an Automation
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Excluding Customers from an Automation
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Stopping, Pausing, Resuming an Automation
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Reentering or Starting Mid Automation
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Time Zone Specific Automations
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Flows
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Advancing a Flow in an Automation
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Duplicate Automations in Different Languages
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What is the Difference Between Automations and Auto-Responses?
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Emails for automations
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Done For You Campaigns
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Funnels
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Products
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Creating a Product
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Closing a Product
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Deleting a Product
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Creating Multi-Level Access Products
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Membership Levels
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Combining a Tangible Product With Your Online Product
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Tiered Pricing in a Single Product
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Evergreen Course
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Student Paced Course
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Connecting Content to a Product
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Selling a Downloadable Product
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Purchase Confirmation Thank You Page
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How to Create Product Prices in Simplero
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A Warning about Editing an Active Price
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Campaign and Discount Pricing
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Subscription Prices
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Gift Pricing
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Pay-What-You-Can
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Price Restrictions
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Quoting Prices in Multiple Currencies
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Date Specific Installments
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Milestone Installments
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Trial Period (Free or Discounted)
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Giving a Paid Customer a Free Month
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Free Products
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Participant Limit
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Upsells
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Downsells
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Order Bumps
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Order Forms
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Order Form vs Freebie Link
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Authorize-Only Pricing
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Understanding Your Change in Monthly Recurring Revenue Graph
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Troubleshoot Price Issues
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One product - Two Languages
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A product for each language
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Catalog
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Purchases
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Participants 101 and Simplero IDs
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Purchases 101
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Forecasts
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Editing a Purchase
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Charges & Payments Box in the Purchase
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Purchase Summary
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Moving a Purchase to Another Product
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Adding a Charge to an Existing Purchase
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Editing a Charge Amount
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Adding, Editing, and Canceling participants
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Manual Product Purchase
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Manual Credit Card Charge
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Manual Payment or Partial Payment Collection
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Refund Period
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Full and Partial Refunds
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Credit to Transactions
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Collecting Money Outside Simplero
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Stop Customers Subscription Payments and Keep their Access Open
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Migrating a Customer's Purchases from Another System
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How to Test the Purchase Process and Send Login Credentials
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Can't access the content they purchased?
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Troubleshooting Stripe payment issues
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When a PayPal Payment Doesn't Show in Simplero
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QuickPay Payment Doesn't Show in Simplero
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Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
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Troubleshooting Payments and Refunds
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Viewing Custom Questions On Order Forms
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Changing a Participants Email Address
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Receipts and Tasks
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Pipelines and Deals
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Membership Sites
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Creating a Membership Site
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Membership Site Blog
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Membership Site Forum
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Membership Site Pages
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One Membership Site with Multiple Products/Classes
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Site and Page Access
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How to Use Drip Content
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Membership Site Footer Navigation
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Membership Site Redirects
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Membership Site Theme
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Embedding Videos on Your Site
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Free and Paid Access to a Single Membership Site
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Dripping: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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Troubleshooting Forum Notifications
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Deleting a Membership Site
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Multi-Language Site
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Courses
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0 / 2
Events
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Media Library
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Uploading Media Files
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Video versioning
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Captions, and Subtitles
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Transcripts
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Bookmarks
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Image Sizes Across Simplero
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Can You Download an MP3 on an iPhone?
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Picking a Different Video Still
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PDF Stamping
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Protecting Your Content
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Editing Images
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Embedding Content
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Insert and Edit Media2:22
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Images on Order forms
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Restricting Downloads
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Troubleshooting Lost Images
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Microsoft Says a File Has a Virus
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Video Analytics
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Worksheets
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0 / 6
Scheduling Links (Beta)
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Account Settings
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How the Trial Works
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How to See Your Account Overview
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Changing Your Time Zone
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Default Account Currency
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Default Account Email Contact Information
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Account Location and Language
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Account Terms
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Cookie Consent Banner
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Using Your Custom Domain (URL) With Simplero
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GoDaddy Domain
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UnoEuro Domain
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Setup a Custom Email Domain
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Understanding DKIM and SPF
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Preferred Sender Program
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Add an Email Filler Copy
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Billing at Simplero
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How to Change Your Plan and Billing
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Account Administrators
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Setting Labels
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Merging Multiple Simplero IDs
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Password Security
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Submitting a Feature Request
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Submitting a Help Ticket
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Simplero Account FAQ
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Closing your Account
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Your First Three Wins
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Getting In-Person Help with Concierge
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Global Snippets7:18
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Running an International Business
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Simplero Translation
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GDPR and DPA Agreement
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GDPR Consent
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Right to be Forgotten
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NPS Surveys
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How to Get Help in Simplero
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Marketing Settings
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Sales Settings
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Payment Processor Setup
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How to Configure PayPal Payment Processor3:15
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How to set up PayPal Payouts
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How to setup MobilePay
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Authorize.net
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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Credits (soon to be known as Points)
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Global Coupons
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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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Collecting an Outstanding Balance
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Troubleshooting Payment Processor Issues
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Default Opt-in Box on Order Forms
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Renewal Notifications
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Receipt Settings
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Retrying Failed Charges
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Contacts Settings
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Integrations
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API Keys
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Leadpages
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WebinarJam
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EverWebinar
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How to Integrate Simplero with Mailchimp
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How to Integrate WiserNotify With Simplero
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How to Integrate Group Collector With Simplero
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How to Integrate Interact Quizzes With Simplero
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Zapier
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Pipedream
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How To Use the Zoom Integration
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Acuity Scheduling for Bookings
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Twitter
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TikTok Pixel
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Embed a Facebook Page Widget
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Debug a Facebook or LinkedIN share
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Facebook Pixel and Verifying Domains2:12
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Facebook Messenger Chat
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Use Merge Fields to Register a Subscriber for a Webinar
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Using Simplero With Your Existing Website
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Google Tag Manager
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AI Bot
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Deprecated Features
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Spaces (deprecated)
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Troubleshooting Space Access (A deprecated feature)
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Space FAQ (deprecated)
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Space and Space Page Access (deprecated)
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Page Types (deprecated)
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One Space Multiple Products/Classes (deprecated)
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Free Spaces and Spaces with both Free and Paid content (deprecated)
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Multi-Language Spaces (deprecated)
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Postponing Access to a Space Until Later (deprecated)
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Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
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Embedding Videos in Your Spaces (deprecated)
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Resurrect a Deleted Space (deprecated)
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Podcast Feature in Spaces (deprecated)
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FAQ Page in Your Space (Deprecated)
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Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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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 enabled the "Only allow sales to customers who have a valid EU VAT no." 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:
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You typed in the wrong number (obvious reason, but happens a lot)
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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.
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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.