Systeme.io Step-by-Step Tutorial Review (2022)

In this step-by-step Systeme.io tutorial review, I’ll show you how to use Systeme.io to launch and run your online business.

Systeme.io is an all-in-one platform to help you grow and scale your online business. With Systeme.io, you can create:

  • Sales funnels.
  • Email marketing.
  • Marketing automations.
  • Affiliate program management.
  • Online courses.
  • Create a blog.

Most of these tools are essential for any online business. Until now, people used to get these features from different websites, paying a considerable amount of money for each of them.

Fortunately, Systeme.io integrates all these features in one simple plan. As a result, you can save hundreds of dollars every month using Systeme.io instead of relying on third-party software from different brands to get all these features.

That’s what makes Systeme.io an excellent tool for small business owners, course creators, consultants, or even digital marketing freelancers.

Even best is that you can start using all Systeme.io features for free. They have a generous free plan (free forever) that allows you to start implementing all you need to run your online business.

And as time goes by and your business starts to grow, you can upgrade to take advantage of more features.

Get started with Systeme.io for Free.

You can also read my detailed Systeme.io review.

Now, let’s look at the different features available on Systeme.io, and then I’ll show you a step-by-step tutorial to get started implementing them.

Systeme.io Features

Here are the main features inside Systeme.io.

1. Dashboard

Systeme io dashboard menu

In the Dashboard, we have the following:

  • Main dashboard.
  • Affiliate dashboard.
  • Marketplace.

Main Dashboard

Systeme io dashboard

Once you’ve logged into your account, you’ll be able to view any new leads and new sales, and live updates about your business.

Affiliate dashboard

If you look under Dashboard, you’ll be able to view an Affiliate dashboard.

If you’re an affiliate marketer or promote other people’s products, all of the details of those sales will be presented here.

Marketplace

Underneath the Affiliate dashboard, there’s the Marketplace. This is where you can list your own offers to be promoted by other affiliate marketers and view any offers available to promote.

Affiliate marketing is the best way to start an online business because you don’t have to create products or deal with refunds or customer support.

2. Contacts

Systeme io dashboard contacts

In the Contacts drop-down menu, we have Contacts and Tags.

This is where you can add and manage your contacts and create tags for your contacts. Systeme.io uses tags to segment your audience. It’s much easier to do and more effective than creating lists.

3. Funnels

Systeme io funnels menu

In this section, you can build and manage your sales funnels. These are the pages you create for your business, including sales pages, order forms, upsell pages, you name it. And there are loads of templates for you to choose from to make it an easy process.

4. Emails

Systeme io emails menu

Next, we have Emails. Here, you can create and manage any emails, including newsletters and automatic campaigns that you can send to your audience. There are also detailed statistics based on your email marketing that you can view.

5. Blogs

Systeme io blogs menu

This is where you can create and manage your blog posts and content marketing. However, if you want to start a blog that makes money and that you can scale intelligently, check out my article on starting a blog.

6. Automations

Systeme io automations menu

Automations includes Rules and Workflows, which will automate your entire business, making it much easier to run.

7. Products/Sales

Systeme io products sales menu

Finally, in Products/Sales, we’ve got:

  • Physical products. This is where you create the listing for your physical products. If you’d create an electronic product, you’d create it on the payment page (I’ll show you how to do that in this tutorial).
  • Coupons. Here you can create coupon codes.
  • Orders. This is where you manage your physical products.
  • Transactions. This tracks any payments that have gone through subscriptions with Stripe and PayPal.
  • Affiliate invoices. This helps you manage your affiliates.
  • Courses. Here you can view and create courses.
  • Course bundles. This is where you can create course bundles. You may want to create, for example, four different courses, put them together in a bundle, and sell them for a discounted price.
  • Students. This is where you can manage anyone who has purchased your courses and give them access to these courses, whether they’ve bought them or not. Or you can give them for free. You can do both.
  • My affiliate program. This is where you can manage and run your own affiliate program!

8. Help

Systeme io help menu

If you are struggling, you can get help by clicking on the Help button.

Systeme.io offers three ways to help you:

  1. Knowledge base. Here you can find many articles to help you set up all the features above.
  2. Online training. They have a full video course that teaches you how to use Systeme.io to build your business.
  3. Contact form. This is where you can submit a ticket to the Systeme.io support team via email. Before reaching out to them, ensure you’ve searched for your answer on their help pages.

9. Chat

Systeme io chat button

If you have any questions, you can easily contact their support system through the little chat button on the lower right of the screen.

How To Manage Contacts Using Systeme.io

The first feature of Systeme.io is the ability to grow your email list.

Once someone has opted into your contact list, their contact will appear on Contacts.

Systeme io contacts

You can add them manually too. Just click “Create contact” and then input the information.

Systeme io create contacts

You can also add custom fields, but the thing that you should do right at the start is creating tags.

Systeme io contacts tags

Systeme.io doesn’t use lists. It uses tags to help you segment your contacts. It’s actually much easier than running and managing multiple lists.

How to create a tag in Systeme.io

To create a tag in Systeme.io, go to Contacts > Tags and click on “Add a new tag.”

Systeme io add a new tag

Let’s say, for example, that you’ve got an opt-in form on your blog. You can call this tag “Blog – leads.”

Systeme io add tag blog leads

After clicking on Save, you’ll see your tag on the Tags list.

Systeme io tags list

On the Contacts main page, you can see plenty of filters on the left side of the screen.

Systeme io contacts filter

You can use these filters to:

  • Search through and find different contacts.
  • Run maintenance actions.
  • Add and remove tags.
  • Subscribe contacts to your email campaigns.

How to create a new contact on Systeme.io

To create a new contact on Systeme.io, simply click on “Create contact” on the Contacts page. After filling in all of the details you need, you can even select a tag to tag that contact. When you’re done, click Save.

Systeme io create new contact add tags

There you have it! Your contact is now on your list.

You may also import your contacts from other email responders you have used. Simply click on “Import contacts” and follow the instructions.

Systeme io import contacts

Remember that when you’re importing contacts, you can only import the contacts that have given you permission to send them emails, no email addresses that you have bought.

If there are any discrepancies, Systeme.io will see it, and your account might get blocked. So, it’s always best to clean up your list before importing it.

To import your contacts, follow the instructions on the screen. You can choose the CSV file with your contacts, and you can even select a campaign or a tag to tag those contacts with.

As you can see, it’s very easy and practical to use this contact feature. You can import your contacts or create forms so that people can opt into your list. And you can do it with or without double opt-in confirmation — that’s up to you.

How To Build A Sales Funnel Using Systeme.io

After managing your contacts, the main feature on Systeme.io is building entire sales funnels in just a few clicks. To get started, click on Funnels on your dashboard.

Systeme io create a funnel

This is where any funnels that you have created will appear. You can filter them based on whether they’re active or inactive, as well as search any of the terms you’ve used in their name.

Systeme io Funnels dashboard page

How to create a sales funnel with Systeme.io

To create a sales funnel with Systeme.io, go to Funnels on your dashboard and click on Create on the right side of the screen.

I’ll be calling this a Test Funnel. Systeme offers four different funnel templates for you to choose from:

  • Build an audience. Collect email addresses and build your email list.
  • Sell. Sell a product or service.
  • Custom. Build a custom funnel from scratch (there are no pages on this template)
  • Run an evergreen webinar. Run evergreen webinars to automate your business.

For this example, I will select the Custom funnel.

Systeme.io create a new custom funnel

You can also choose any currency you would like to use for your funnel. I’ll stick to the US dollar for this example.

Click on Create. Your funnel has been successfully created. It’s straightforward.

As you can see, there are no funnel steps here yet except for an inactive page. To create a funnel step, simply click on “Create step.”

Systeme io create funnel step

I’m going to call this a Squeeze Page, and then I’m going to use the “Squeeze page” as the type of page.

Systeme io name new funnel step

Click Save, and you’ll have your Squeeze Page created.

The little triangle icon on your Squeeze Page step means you haven’t chosen a template yet.

Systeme io squeeze page icon no template

As you can see, there are loads and loads of templates for you to choose from, and you can start with nothing as well if that’s what you prefer.

Systeme io funnel templates

If you want to use a template, choose the one you like and click on Select.

Systeme.io funnel dashboard features

Let’s take a look at the Systeme.io funnel dashboard. In the image below, you can see the dashboard for the funnel step recently created, the Squeeze Page.

Systeme io funnel dashboard

Here’s a breakdown of all the settings and features of the funnel step:

  • Step configuration. You can change the name and change the URL path of the page. You can also click the little link icon to copy the URL link to the clipboard.
  • Automation rules. You can set up automations to make this whole process so much easier. You can add triggers and actions. For example, when a new contact has just subscribed to a form, you can add or remove tags, send an email, subscribe or unsubscribe to a campaign, etc.
  • A/B test. This is where you can test different versions of your page.
  • Stats. This gives you detailed statistics on all of the pages in your funnel, including page views, the opt-in conversion rate, and the conversion rate for your sales and revenue.
  • Sales. This does the same, but it focuses just on how many products have been sold.
  • Deadline settings. Here you can create a deadline funnel. In case you have a time-limited offer, you can actually set it up so that as soon as that time-limited offer is over, people are automatically redirected to your inactive page, so they can’t take advantage of that offer anymore. It’s a great way to push your prospects to convert sooner.
  • Leads. This is where you’ll see all your leads.

Now, let’s add another page.

I’ll call it “Thank you page” and select the “Opt-in thank you page” type.

Systeme io create new funnel step thank you page

Click on Save, and your second page will be created. Choose one of the templates and click on Select.

Your second funnel step appears below the first. However, you can alter the order of the steps by simply dragging them to the order you want.

Systeme io funnel with two pages

Systeme.io inactive page

Let’s take a look at this inactive page.

Systeme io innactive page

This inactive page is handy and really convenient when you have a time-limited offer. When time runs out, you can deactivate the entire funnel, and all of your leads will be redirected to this inactive page.

Systeme io innactive page edit

You can add an opt-in form here to use this inactive page to gather leads still. This is especially useful if you’ve just had a big launch with your affiliates.

After editing the page, click on “Save changes” and exit.

If you click on the gear icon, you’ll be able to change the sales funnel settings. You can change the name of the funnel and change the funnel domain (if you have any others registered).

You can also change the currency. And once you register your Stripe and PayPal accounts, you’ll be able to toggle between the payment methods.

Systeme io funnel settings

If you would like to add a custom domain to your profile, click on your profile image, go to Settings, select “Custom domains,” and click on “Add domain.”

Systeme io add custom domain

For further help, refer to this article to help you set up your custom domain on Systeme.io.

How To Build a Lead Generating Funnel Using Systeme.io

Now, I will show you how to build a sales funnel that is specifically designed to help you grow your email list.

On your Systeme.io dashboard, go to Funnels and click on Create.

I will call it List Building this time, and I’ll select the option “Build an audience.” I’ll also stick to the US dollar. However, you don’t need to choose this template. You can select any of the templates and then edit them later.

Systeme io list building funnel build an audience

Click on Create.

As you can see, this funnel includes a Squeeze Page and a Thank You Page. Choose the templates you like the most for each of those pages.

When you’re done, go back to the Squeeze Page. You want to set it up so that when someone opts into this Squeeze Page, they’re automatically tagged. This way, you don’t have to go in and do it manually.

On the Squeeze Page, make sure you’re in the Automation rules and click on “Add rule.”

Systeme io squeeze page add rule

Select “Funnel step form subscribed.”

Systeme io add rule add trigger

These triggers are available because of the page that you’re working on. Obviously, if you create your automation in Automations, there will be far more options.

Then we need to add an action to this trigger. Click on “Add action.”

Systeme io automation rules add action

For this example, I’ll select “Add a tag.”

Systeme io automations add action add a tag

Now you can choose the tag you want to add. When you’re done, click on “Save rule.”

Systeme io automations add action select tag

Your automation step has been successfully created on this page. It’s as easy as that.

How to create an opt-in form with Systeme.io

You can also create another step like an opt-in form that could appear on top of your blog.

In your funnel dashboard, click on “Create step.” I will name it “Opt in form” and select the inline type.

Systeme io create inline opt in form

You can choose between the inline and popup forms:

  • Inline form. The opt-in form is always displayed whenever someone visits the page.
  • Popup form. The opt-in form is only triggered when someone clicks on a button, for example.

I’ll stick with the inline form for this particular example. When you’re done, click on Save.

As with other funnel steps, you’ll have access to many great templates. Choose what you most like and click Select.

Now, I’m going to edit this page. Click on “Edit page” icon on the right side of the screen.

Systeme io opt in form edit page button

Systeme.io uses a fantastic drag-and-drop editor on their pages and their emails, making building your pages and your emails so simple.

Systeme io drag and drop editor

You simply select whichever element you want to edit, and on the left side of the screen, you can customize everything. With Systeme.io drag-and-drop editor, you can:

  • Align your text.
  • Change the typography.
  • Change the color of all elements and add a background color.
  • Add margins and padding.
  • Add elements by dragging and dropping them wherever you’d like to place them.
  • Upload your files (there are no limits to how many files you can upload).
  • Choose if the elements are visible on desktop and mobile or only one of them.
  • And many more.

Each element has its own specific customization features, so it’s almost impossible to list them all here.

When you are editing a page, you should use columns. This is because it keeps all of the elements on your page really well set out so that none of them are in the way and perfectly spaced.

You can drag and drop elements into different places, and it looks really tidy. This is an excellent way to test your design.

Another thing that’s important to consider is whether these elements are visible and optimized for both desktop and mobile.

Systeme io item visible on desktop and mobile

If somebody is viewing this page on a desktop computer or their mobile phone, they’ll see all of these elements. You can also make some of the elements invisible to them, depending on what device they’re using.

When you have finished customizing your opt-in form, click “Save changes.”

This is how easy it is to create a simple sales funnel to increase your email list.

How To Build A Funnel To Sell Your Products Using Systeme.io

Now I’ll show you how to create a sales funnel with Systeme.io to make money by helping you sell your products.

On your Systeme.io dashboard, go to Funnels and click on Create. This time, I’ll call it Sales Funnel. Remember that you can choose any of these funnel templates and edit afterward.

Systeme io create sales funnel

Choose the currency you want and click on Create.

As you can see, the default for this funnel template is an Order Form and a Thank You Page.

Systeme io sales funnel steps template

Now, select an Order Form template and a Thank You Page template.

An order form is a payment page where people visiting your website can enter their payment details and pay you.

You can also connect your payment gateways such as Stripe or PayPal on this page. Another way to do this is to go into your profile, select Settings, and then go into Payment Gateways.

Systeme io order form dashboard

Before doing anything else, click on “Create step” and create a sales page. I’ll name it Sales Page and will select the Sales page type.

Systeme io create step sales page

Drag and drop the sales page to the beginning of your funnel.

Systeme io sales page at the beginning of the funnel

Now, select the template you like the most for your Sales Page.

After selecting the template, we need to connect this Sales Page to the Order Form and ensure that it automatically goes to the next page when any of your customers (or potential customers) click on those CTA (Call-To-Action) buttons.

Click the Edit page icon on the far right of the screen.

Systeme io edit page icon

The template you selected includes placeholder text and images that you need to edit to match your product. You can fill in all kinds of information you want.

As you can see, there are some places where your leads can click through, such as those yellow buttons. You’ll have to select the buttons, go to the drop-down menu on “Action when button clicked,” and select “Next step URL.” You’ve got to do this for all the buttons.

Systeme io action when button clicked

When you’re done customizing all the buttons (or text links), click on “Save changes” and exit the editor.

Now, when your readers go through all of the information you’ve given them and decide to opt into your fantastic offer (by clicking the button), they’ll be automatically redirected to your order form. It’s as easy as that!

How to add an upsell and downsell on Systeme.io

Another powerful thing you can do with your funnels is adding upsells.

Click on “Create step.” I’ll call this step Upsell 1 and will select the Upsell type.

Systeme io create new step upsell

Then select a template for this Upsell page.

To make sure your funnel is in the right order, move the Upsell page ahead of the Thank You Page.

Systeme io move upsell page ahead of thank you page

Another thing you can do is create downsells. Repeat the process above to create a Downsell page. When you’re creating a new step, choose the downsell type. Then, move it below the Upsell page.

Systeme io upsell and downsell funnel

Let’s go through what will happen as soon as your viewers enter this funnel.

  1. Sales Page. They’ll see your Sales Page, and if they decide to opt into your offer, they’ll be redirected to the Order Form.
  2. Order Form. Here, they can fill in all their details for purchase.
  3. Upsell. As soon as they have finished the Order Form, they’ll be presented with the first upsell where you can offer them a high-ticket offer.
  4. Downsell. If that lead or customer says “no” to your upsell, they’ll be presented with a downsell, which is perhaps a cheaper version or a subscription version of your high-ticket offer.
  5. Thank You Page. Finally, they’ll be redirected to your Thank You Page.

You can create as many upsells and downsells as you would like.

How to sell digital products with Systeme.io

Systeme.io helps you manage your digital products most efficiently.

If you go to the Order Form of our recently created funnel, you’ll see the Resources panel.

Systeme.io has found that managing your digital products through Resources is so much easier to do. This is because there are automations built into this page that will make your life so much easier.

For example, if someone asks for a refund for one of your products, they will have their access to that electronic product automatically removed just because it’s built into the page.

Resources are any digital products that your customers get access to.

Systeme io order form resources

Resources can be a:

  • Course.
  • Course bundle (several courses put together for a discounted price).
  • Tag.
  • Physical product.

You can also choose the price plans. This works for subscriptions and products like membership sites and your online courses. It’s really convenient and easy.

For this example, let’s choose a membership course. In the second drop-down menu, you can choose any course you have created and give people full access or drip that content.

Systeme io resources choose course details

You can also choose if there is a payout delay for your affiliates if you’re promoting this offer through them as well.

To create a course inside Systeme.io, simply go to Products/Sales in the main menu, choose Courses, and click on “Add a new course.”

Remember to add tags to all of your customers when they purchase your products. If you promote that offer and that product to your email list again, you can tag those customers who’ve already opted in.

It’s essential to tag your customers. This way, you’ll send the right emails to the right people at the right time and make more money.

How To Manage Your Email Marketing Using Systeme.io

Now that we’ve seen how to manage contacts and sales funnels, I will show you how to send and manage emails on Systeme.io.

If you’re building sales funnels, you will want to send emails and use email marketing.

On Systeme.io, there are two main functionalities under Emails on the main menu: Newsletters and Campaigns.

Newsletters

A newsletter is an email that you send manually to your contact list. You can choose which tags to include and exclude and edit all details.

To create a newsletter in Systeme.io, go to Emails > Newsletters and click “Create a newsletter.”

Systeme io create a newsletter

For example, this might be an email about a new offer for July. You can change your Sender name to whatever name you want and then change your Sender email address.

There’s a visual editor for your emails with two great templates, but I suggest that you use the Classic editor. It’s been proven that plain text emails convert better because they don’t look like a commercial email.

Systeme io new newsletter email new offer july

Click on Create. You’ll be redirected to the email editor, where you can edit the body of your email, add attachments, and include and exclude tags.

There is a list of available substitutes to make your email extremely personalized and more likely to convert.

There is also a handy tool where you can exclude people who’ve subscribed less than however many days you would like.

Systeme io send emails only to contacts

This is an excellent idea if you’ve got an automated email campaign already running that you send to new leads. You can select however many days you want it to be.

You can then save and send a test email or save and schedule the newsletter.

Systeme io save and send a test email

Campaigns

Next, let’s create a campaign.

On your dashboard’s menu, click on Emails > Campaigns and click on Create.

Let’s say that this campaign is for a 5-day coaching course. You can add a description as well. Now, click “Save campaign.”

Systeme io create campaign

To edit this campaign, simply select it and then click on “Add an email.” You’ll be prompted to create an email just like you did in the newsletter.

It’s important to note that you cannot use Gmail or Yahoo email addresses in your Sender email address. This is because of the DMARC policy where they do not allow you to send from those addresses because it’s not from their server.

It’s also really bad for your deliverability, so I strongly suggest that you purchase your own domain name. You can get one for around $10 a year. Then you can create a mailbox and create an email address with your domain name to seriously increase those conversions.

When you’re ready, choose whether you want to save and send a test email, save, or save and publish.

Systeme io save and send a test email campaign

Statistics

Finally, let’s look at the last option on emails statistics.

This email dashboard gives you detailed analytics on all of the emails you’ve sent and created.

Systeme io email statistics

Here’s what you have access to:

  • The exact number of emails that have been sent.
  • The percentage of how many of those have been opened.
  • The percentage of spam reports for each opened email. These spam reports mean that someone has manually gone and selected “report this mail as spam.”
  • The average percentage of bounced emails. This has to do with poor deliverability.

Remember that there are two main features in the Systeme.io email functionality:

  1. Newsletters – manual.
  2. Campaigns – automated.

Here’s some essential advice: don’t make it complicated for yourself when you’re getting started. Create an email campaign and write down an outline.

  • First email. You could deliver your free lead magnet, in case you have one.
  • Second email. You could introduce yourself and talk a bit about yourself.
  • Third email. Respond to an objection.

And on and on. Of course, your email content will depend largely on what you’re promoting on your sales funnel. The main point is that you want your leads to know you and trust you.

Usually, people buy based on emotional factors. So don’t be afraid of telling your story and showing up.

You can make your campaign last for five days, two weeks, or even months. However, it’s harder to maintain it for that long. So, when you’re starting out, keep it simple.

After you have your outline, you can spend an afternoon writing those emails and setting them up. As soon as that’s done, you’re good to go.

Remember that done is better than perfect.

Once your email campaign is set up, it will work on autopilot for years. You can always go back and edit it to improve it.

Another great tip is to send email newsletters regularly. Set up a schedule and stick to it, whether it is one email weekly, bi-weekly, or even monthly. Don’t stop sending emails for a month or more, and then try to come back: people will have forgotten you.

How To Automate Your Business Using Systeme.io

In this section, I will show you how to automate your business using Systeme.io.

There are two main features in Automations: Rules and Workflows.

How to set up Rules with Systeme.io

Automation rules are the simplest feature to automate your business. You can filter them based on their trigger type and action type and whether they are active or not.

To create a Rule with Systeme.io, go to Automations > Rules and click “Add a rule.”

Now, we’re going to create a trigger or an event that occurs.

Systeme io automations add trigger

As you can see, there are several triggers available. For this example, let’s go with “New sale.”

Systeme io automation choose trigger

You can select which funnel you would like this new sale to come from and then which funnel step you would like this to come from.

Systeme io automations edit trigger

Next, you’re going to create an Action.

Systeme io automations rules create action

As you can see, there are many actions you can add. For this example, I’ll go with “Subscribe to campaign.”

Systeme io automations add action add a tag

Choose the campaign you wish to subscribe the contact to.

Systeme io automation rules trigger and action

You can create multiple actions for a single trigger. For example, you could also add a tag to your contact.

Another action that you should consider adding to this kind of trigger is to send an email to a specific email address. This is particularly useful if you have multiple members of your sales team who need to be notified whenever a sale is made.

There’s also another important action that is really useful: Send webhook.

Sending webhooks is a technical but very powerful thing you can do. This gives you the ability to communicate with another application like Zapier.

You can use webhooks’ information to integrate with other applications. You could configure Zapier to communicate with another application like a CRM (Customer Relationship Management) or even Twilio so you can send automatic SMSs to your customers as soon as they’ve purchased.

The possibilities are infinite. The best part is that Systeme.io has a Zapier integration fully operational. If you ever need any support, you can always check out Systeme.io’s Facebook group, ask your question, and contact their support team through the chat space.

How to create Workflows with Systeme.io

On your Systeme.io dashboard, click on Automations > Workflows and then click on Create.

In this example, I’ll name it Workflow 1.

Systeme io automations create a new workflow

The workflow is ready for you to edit.

Select the one you’ve just created. You’ll be able to build it from here using this beautiful visual editor, which makes workflows far easier to understand (sometimes, workflows can be a complicated process).

Systeme io automations edit workflow

We use workflows to automate our business and how contacts are managed inside it.

Let’s create our first trigger.

Let’s imagine that our trigger is Funnel form subscribed. This means that someone has just subscribed to the form. Below, select the page where the form is. I’ll use the Squeeze Page of our Test Funnel in this example. Click on Create.

Systeme io automations workflows create trigger

You have just created your first workflow trigger.

Next, click on the + icon below the trigger. You can add an Action, Delay, or Decision.

Systeme io automations workflows action delay decision
  • Action. Perform an action, such as subscribe to a campaign or send a one-off email.
  • Delay. Wait for a given period of time.
  • Decision. Split the path based on person segment criteria.

For this example, I’ll go with Delay. Perhaps a few days after that funnel form has been subscribed, you can get the next step to start. We want a delay so that you do not inundate your audience members.

Systeme io automations workflows delay

With these settings, you’ll wait three days before the next thing happens. Click Create.

Systeme io automations workflow example 1

Next, by clicking the + icon below the delay, you’ll be prompted again with the Action, Delay, and Decision. If you select Action, you could subscribe them to a campaign.

Last but not least, let’s try to create a Decision.

Systeme io automations workflows create a decision

Here, you have many different options: contacts fields, tag, email clicked, create at, activity, and contact state.

Systeme-io-automations-workflows-create-a-decision 2

Let’s say that we’re going to opt for a tag. The first could be tagged with Blog – leads. The other decision could be that they decide not to be tagged with Blog – leads.

Click on Create.

Two different things will happen based on those conditions.

Systeme io automations workflows decisions

Based on those decisions, you can create another action. As you can see, this is endless, and you have total control of your workflow.

How To Create Membership Sites and Online Courses Using Systeme.io

Now, I’m going to show you how you can use Systeme.io to create membership sites and sell online courses.

Selling online courses is actually really profitable, but it used to be a complicated process. You’d have to struggle with WordPress plugins and try to connect your content.

Now, tools like Stripe and PayPal have made it so much easier.

Let’s create a course with Systeme.io.

In your Systeme.io dashboard, go to Products/Sales > Courses and click on “Add a new course.” I’ll call this one The Blogging Course.

Systeme io create a new course

You can add many details here including the description, the URL path, changing the domain, the theme, and more. But for now, I’ll leave the default settings. Click on save.

As you can see, this page is empty. That’s because I haven’t added any modules. There’s no curriculum set up yet.

Systeme io new course created

Click on “Add module.” Name it Module 1 and click on Save. You’ve just created your first module.

Systeme io create module inside course

Now you can go ahead and add lectures to this module.

I’ll name it Chapter 1. You can also choose to delay this content. For example, you can release a different lecture after seven days.

Select the page template and click Save.

Systeme io create a lecture

After clicking on Save, you’ll be redirected to the lecture’s drag-and-drop editor. Here you can move the items in any order you want and edit the lecture how you want it to look. Once you’re done, click on “Save changes” and exit the editor.

A great feature is that you can duplicate a lecture.

Systeme io duplicate lecture

Instead of setting up a whole second lecture, you can duplicate the first one and edit it.

You can choose to drip the content on this page (editing the settings for each course chapter), or you can do it on the payment page itself.

When you connect this course to your sales funnel, you can give your customers two options:

  1. To receive the whole course all in one.
  2. Or to drip the content. Anyone who opts for this will have content dripped after the number of days you specified.

You can add as many modules, chapters, and lectures as possible. And you can also drag and drop them to reorder them, including moving lectures to different modules.

To sell access to these lectures, go to your payment page and add it as a resource with access to this membership site. On the Funnels dashboard, select your funnel and then the Order Form.

Systeme io resources choose course details

As you can see, you can decide if the content is dripped or full, and you can actually give people free access as well.

How To Create Deadline Funnels Using Systeme.io

This section will show you how to incentivize your leads using the Systeme.io deadline funnel feature.

This feature will help you create a sense of urgency, pushing your prospects to convert and automatically closing the promotion. This can save you a ton of time and effort.

You probably already have a squeeze page to gather leads and anyone interested in your content and what you have to offer.

What you need to do is strike while the iron is hot. You need to get those leads subscribed to an automated email sequence that pushes time-limited offers their way.

On one of those emails, you could include a link to a sales page like this one.

Systeme io sales page example

As you can see, you promise an offer to them. And you add value by including testimonials to prove that what you have going is life-changing and will really make a difference to them.

You can include a timer at the bottom of the page that will count down to the end of this offer. Then, a button will take your leads to the next part of the purchasing process.

Systeme io sales funnel timer example

But what happens if the timer reaches zero and your lead has decided not to opt into your time-limited offer?

Well, suppose they click on the link for the sales page. In that case, they’ll automatically be redirected to your redirect page (another step in your funnel that you have chosen to move them onto as soon as your deadline funnel settings for those sales offers expires).

The page could look something like this.

Systeme io redirected page example

I’ve still kept this page interactive so you can still gather your lead’s email address. You can then subscribe them to another funnel or another email sequence for a different offer because they’ve indicated their interest in it.

But what does this look like at the back end?

As you can see, this sales funnel is pretty basic. There are only five pages.

Systeme io deadline settings on a sales funnel

Take a look at the Deadline settings.

As you can see, this is what you can use to push your prospects to take advantage of your time-limited offer as soon (as you enable it).

Here, you can decide how many days before the page expires or before your offer expires. And also, decide exactly where in your funnel you would like them to be redirected to after the deadline has expired.

You can even include a time when the deadline should expire, which is great if you want to use specific time-targeted offers.

You’ve also got to make sure you have made the available final steps for the deadline funnel: your Sales Page and your Order Form. You don’t want people to sneakily opt into your offer via the Order Form after it has expired.

When you’re done, click Save.

Here’s another important thing you can do within the Sales Page.

Select the Sales Page in your funnel and go to the editor. If you click the countdown clock, you can change its settings to reflect the same as your deadline funnel settings.

Systeme io timer settings

When your lead comes to this sales page, this countdown clock will be counting down in real-time to the offer specific to your lead.

This is a great way to create that sense of urgency for your offers to stick your offers in your leads’ minds and push conversions.

It creates a sense of exclusivity and a fear of missing out (FOMO) on something that could really benefit them.

Conclusion

As you can see, Systeme.io is a powerful tool that can significantly benefit most online businesses.

And the best part is that even if you don’t have an online business, you can start fiddling around with these features and learn how to implement them for free.

Systeme.io offers a free forever plan of up to 2,000 contacts, three sales funnels, unlimited students and file storage, automation rules, email campaigns, and much more.

And if you want to start an online business, have no idea what to do, and want to learn the principles of a thriving and sustainable online business, I recommend you join the 15 Day Challenge. Countless people are getting great positive results with it, and I’m sure you’ll get them too if you put in the work.

I hope this tutorial was of any help. Feel free to share your experience with Systeme.io in the comments down below.

You might also like to read my Systeme.io review.


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