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Session Financials
Edit Financials
Release this issue
Sends to everyone currently entitled —
CE Graduates, Course Attendees, Comped and Paid — in one action. No audience to choose.
Prospects are not included; sending them a sample is
a separate deliberate action on the Prospects tab. Review first, then release. Nothing is scheduled — you press the button.
Send an Issue
The targeted tool — one person, or a specific group. For the normal
bi-weekly send to all subscribers, use Release this issue above.
Dry Run first, always. It builds the exact list and sends nothing.
The Send button stays locked until a dry run has been done for that issue and audience.
Just one person can only ever reach a single inbox —
it resolves that one address and nothing else, and the confirmation names them.
Nobody receives the same issue twice.
Everyone who has already had this issue is skipped, and the dry run tells you how many.
If a send fails partway, just run it again — it picks up only the people who missed it.
CE Subscribers — read only
Licensed agents who passed the assessment and had their credit
filed with DPOR. Each record carries a certificate
number, which is why there are deliberately
no edit, revoke or date-change buttons here —
hand-editing one would put this list at odds with a state filing.
They are enrolled automatically on their pass and emailed the current issue the same day.
A certificate number means "filed with DPOR", not "completed the course". Someone
unlicensed can complete the course and earn the badge with nothing filed — they
have no licence for a certificate to hang off, so they sit under
Subscribers, where you can manage them.
They are still CE Badge Holders.
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Subscribers — managed by hand, or paying
Everyone whose access is yours to manage: seats you comped or granted,
course completions with nothing filed with DPOR
(an unlicensed attendee earns the badge but has no licence for a certificate),
plus everyone paying $9.95 a month through Stripe.
Grant access — adds someone by hand. Pick the
subscription type; that one choice decides which tab they land in, whether they get a badge,
and whether DPOR applies. Defaults to 24 months and, unless you untick the box,
emails them the current issue immediately.
Change type — edits the record in place. Their access dates and their existing link token are untouched, so email links already sent keep working, and nothing is emailed.
Edit until — changes the date their access ends.
Revoke — you taking access away. This is not the same as unsubscribing, which is them opting out of email. Revoking does not opt anyone out, and unsubscribing does not remove anyone's access.
Change type — edits the record in place. Their access dates and their existing link token are untouched, so email links already sent keep working, and nothing is emailed.
Edit until — changes the date their access ends.
Revoke — you taking access away. This is not the same as unsubscribing, which is them opting out of email. Revoking does not opt anyone out, and unsubscribing does not remove anyone's access.
Paying subscribers are managed in Stripe — cancelling belongs there, not here.
Grant access
On by default. Untick only if you have already sent it to them another way.
Source is recorded as
manual. No certificate number is created.
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Prospects — people you send samples to
Nobody here has access. They receive the teaser version of an issue,
with the subscribe ask attached. They arrive from the public subscribe page,
or you add them yourself.
Add — puts someone on the sample list. It grants them nothing.
Send sample — emails that one person the current issue, and only them.
Promote — gives them real access (24 months) and takes them off this list.
Remove — takes them off this list. It does not unsubscribe them; opting out is theirs to do.
Send sample — emails that one person the current issue, and only them.
Promote — gives them real access (24 months) and takes them off this list.
Remove — takes them off this list. It does not unsubscribe them; opting out is theirs to do.
Your shareable subscribe link
Send this to anyone. They enter their email, get a free issue straight away,
and land on this Prospects list — so you never have to add them by hand.
https://ce.carmenthemomba.com/subscribe
Open
Add a prospect
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Topics — what readers want covered
Public submissions from
/topics.
A topic request is not a newsletter signup — someone only
becomes a subscriber if they ticked "Also send me". Mark a topic Used
(choosing the issue it ran in) to unlock a Notify action that drafts
a short "you asked, it's here" email for you to send — never automatic, and skipped for anyone unsubscribed.
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Analytics
Generate & Submit DPOR CSV
CSV Preview — 0 records
Filing Instructions
1. Click Generate — creates a Gmail draft ready to send
2. Review the CSV preview below
3. Click Mark as Filed after successful upload
4. When DPOR confirms receipt by email — click Mark Confirmed below
5. DPOR must receive submissions within 5 business days of course date
2. Review the CSV preview below
3. Click Mark as Filed after successful upload
4. When DPOR confirms receipt by email — click Mark Confirmed below
5. DPOR must receive submissions within 5 business days of course date
📬 Filed — Awaiting DPOR Confirmation
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✅ Confirmed by DPOR
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