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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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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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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Subscription Prices
Subscriptions are a great idea if you're selling a product or membership that requires regular billing. We've seen Simplero users offer their customers exclusive paid email lists, courses, membership sites, monthly events, the list goes on! Truly whatever you'd like to attach to a subscription price point, Simplero can help make that happen.
Adding a Subscription Price
With a Subscription, they buy access for a defined period of time. This is like paying rent. You don't own the apartment, you just get to have it for a while, typically a month at a time, so long as you keep paying.
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 for after paying this amount in the field titled "How long does this give access for"
Complete any other relevant fields such as campaign availability, number of subscriptions available, or restrictions such as having to be on a list or another product first.
Ideally, you will have a payment processor that can process automatic charges. PayPal can only be used on Subscription under certain conditions. Generally, if you have PayPal enabled and you leave the price to 'unrestricted' payment processors, then people will be able to pay via PayPal and they will receive invoices for future subscription payments. If you want to require purchasers to use a processor that can process automatic charges then set the price to 'automatic charge only'
Advanced Settings you most likely don’t need but might consider using:
Immediate cancellation: if Off it will terminate at the end of the period, if On, immediately.
Minimum commitment: This is used if you want them to commit to a 1-year subscription for example. It will prevent them from being able to cancel before 1 calendar year is up. After that, it will continue to renew per your settings but they will be able to cancel at any time.
Donation: allow people to donate an amount on top of the listed price
Click the Create price button
How to Setup a Subscription with a Fixed Start-Date
Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until some fixed date in the future, because all the content isn't going to be available until then. Or just as a promo.
Simplero's subscription prices don't have that feature, but here's what you can do instead.
You can create the subscription with two periods.
The first has $0 as the amount or whatever amount you want them to pay upon purchase, and the duration can be set to e.g. 14 days or however many days until you want them to have the initial charge
The second period will be the actual subscription price, so let's just say it's 30 days for $97.
As each new customers signs up, you can manually go in and change the date for "Period ends at" on their purchase to the date you want their next charge to be paid at.
Yes, this is a little bit of manual work, but it's simple and easy to do (as well as having an assistant to do it).
If you have many new subscribers each day, you can also simply change the price every day, so the number of days for the first period is the number of days until you want the subscription payments to start.
To change a subscription renewal to a different price point
If you would like to move an existing customer to a higher or lower level of a subscription, you can do the following.
Select Products from your Simplero Dashboard
Select the Purchases tab
Locate and select the customer name
Scroll down to the Charges & Payment box
In this box you will see a line of texts labeled "PERIOD ENDS", "AUTO-RENEW" and "PRICE"
Select the Subscription hyperlink and choose the new renewal rate from your list of price options for that product.
If you change an existing subscription price, the new price will apply to all existing purchasers of that subscription. The new price will take effect on their next subscription renewal date.
If you do not want this to happen, you can duplicate the old price and then disable it. Existing purchasers will continue to renew at the old, disabled, price. You can then create and enable a new price to sell to new purchasers.
What happens when a customer cancels? and how do they do that?
Depending on the settings you selected for your product, when a customer cancels a subscription they will receive a receipt for that cancellation via email. Also, whoever's listed to receive notifications on that product will receive a notification email with a subject that begins with "[Unrenewed purchase]"
Per the terms of your product's settings, a customer can cancel their subscription by:
clicking on "My Account" in their membership site (or visiting http://simplero.com/purchases) then selecting "My Subscriptions" and then "Manage Payment"
Subscription Changes
This option is only available when there is more than one subscription price and each of them gives access for a different period of time.
The change of subscription is executed immediately by cancelling the current purchase and generating a new purchase under the new price.
Important notes to take into account:
When the current purchase gets cancelled, a prorated amount for the time left on the active subscription is stored as credit and applied on the new purchase.
This credit cannot be transferred to a third purchase and can only be refunded via the original purchase.
This is how it looks at the user end:
To share instructions to upgrade/downgrade your customers' subscriptions, share the link to our End-user guide Upgrade/Downgrade your Subscription.