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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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
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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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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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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, Subtitles and Transcripts
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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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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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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 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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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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Payment Processor Setup
In order to make money using Simplero, you will need to set up a Payment Processor. Simplero never handles your money - your payment processor does.
To Add Payment Processors
Select Settings from your Simplero Dashboard
Select the Payment processors tab
The Default processors will be listed (Bank Transfer, Cash, and Store credit)
Select the Enable link in the far right of any of these payment processors you'd like to use
In the upper right corner select +Add a payment process button if you'd like to add another
You will have 4 (5 if you are in Denmark) options to choose from
Stripe - This payment processor can be used for automatic payment collection and is ideal for subscription pricing and payment plans.
Paypal - If you use it for a one-time purchase price then they will not receive an invoice, the money will be deducted automatically. Paypal is now available on Subscription prices with some limitations. See more info below.
EasyPay - Process payments, credit cards, electronic checks, and ACH transactions. Popular among high ticket coaches, consultants, and service businesses.
Quickpay and MobilePay - For customers based in Denmak or Danish bank account holders only. Learn more on how to set it up here.
Other payment processors - Simplero is able to work with over 60 different payment gateways via Spreedly. We don't strongly recommend this payment processor as we have very little control over Spreedly gateways, but it is there for you if you wish :)
Manual payment processor - Use this for things like wire transfers or other means where you will ask people to pay, and manually keep track of when they paid and report it back to Simplero.
Once you have chosen the processor you want to use, select the button next to it and follow the screen prompts for completing set-up.
European payment methods supported by Stripe
Stripe supports a number of popular European payment methods including EPS, Giropay, Przelewy24, SOFORT, and SEPA Direct Debit.
Stripe makes these payment methods available out-of-the-box for users in all countries excluding Brazil, India, and Malaysia.
This means that you no longer have to manually activate these payment methods from your Stripe Dashboard. You will still be able to check your payments settings to confirm which payment methods are available to you.
iDEAL
Enable iDEAL in your Stripe Dashboard >> Payment settings.
Once that’s done, go to Simplero -> Settings -> Payment Processors >> Stripe and turn On iDEAL.
Note: It will only appear on prices that are in EUR.
Bancontact
Enable Bancontact in your Stripe Dashboard >> Payment settings.
Once that’s done, go to Simplero -> Settings -> Payment Processors >> Stripe and turn On Bancontact.
Note: It will only appear on lifetime prices (not supported with subscription/installment prices) that are in EUR.
Paypal Subscriptions
While Paypal is available for Subscription prices too, there are a few limitations you will need to know before offering this payment processor as a method of payment on subscription plans:
Once the purchase has been created you will not be able to edit or add any existing/additional charges. When a new purchase is generated, the price settings are sent to Paypal, which will now handle the subscription renewals, and report back to us when they have been successful or canceled. You won’t be able to turn auto-renew on or off either.
When you cancel and/or refund a PayPal purchase, Simplero sends the request to PayPal to update the cancellation and refund request on their end. No need to cancel both in Simplero and Paypal. It will show on the PayPal side as “Canceled by: Merchant”.
Subscriptions used with PayPal must have 2 or fewer subscription periods and only the final one may repeat.
For example, the price below will be accepted by PayPal:
While this one won't:
When the price doesn't support PayPal as a processor, we will not show it as an available method of payment on the product order form :)
PayPal subscription options can be found on the Payment processor settings:
Setting up a Subscription Price
Select Products from your Simplero Dashboard
From the Products tab, select the product you want to offer the subscription price
Select the Prices tab
Add a subscription price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the red + Add a price button in the upper right corner
Complete all relevant fields for the subscription price such as Name, Type of price, Amounts, etc.
In the Type of price section, select the Subscription option
Insert the amount of time your participant will have access to after paying this amount in the field titled "How long does this give access for". A maximum of two paid periods can be added for PayPal Subscriptions to be available.
Since PayPal Subscriptions is considered an automatic payment processor at this stage, all three options (Unrestricted, Automatic charge only, and No cash/bank transfer) will allow using PayPal as a method of payment.
Learn more about prices setups in our guide Subscription Prices.
Further instructions on how to configure PayPal can be found here.
PayPal on Purchases with multiple Installments
Note that we can't charge people automatically for payment plans — they have to come back and pay each time. Whenever a new installment becomes due, we will send a notification to request them to pay the new installment.
This is a limitation on PayPal, unfortunately!
What Happens when People Buy through Simplero and When Does the Money Show up in My Account?
Your money stays with you. We never touch your money, ever.
If you're using PayPal, then your money goes straight into your PayPal account, and from your PayPal account, you can transfer them to your bank account when you wish. This takes a few days to process.
For any other payment processor, the money is typically deposited directly to your bank account, either immediately, or after a delay of between 1 and 40 days, depending on the agreement you have with your payment gateway.
Many payment processors charge a transaction fee. That fee goes to the payment processor and the card issuer (VISA, MasterCard, etc) not to Simplero. In the purchase page, you’ll see an estimate of that fee based on the payment processor published data, which in some cases might defer with the amount you actually get charged when looking at the transaction on your payment processor dashboard/records.
Strong Customer Authorization (SCA)
SCA is a European regulation which you can read about here.
It went into effect September 14, 2019 and Simplero is 100% SCA compliant.