Understanding Systeme.io can be daunting if you’re new to the platform. We’ve put our in-depth expertise to good use and created this platform tutorial and guide to get you up and running.
Key Takeaways:
- This tutorial covers account setup and platform feature basics
- Use the Systeme.io free account to learn the platform without risk
- Find in-depth tutorials on SupplyGem.com and Systeme.io help center
Systeme.io Signup Tutorial
If you want the Systeme.io free account, head to Systeme.io at click on the “Get My Free Account” button.
Add your email address and click the “Get My Free Account” button. You will now be signed up for Systeme.io and can set up the resort of your account details. There’s no need to add any credit card details.
On the other hand, if you prefer to sign up for a Systeme.io paid account with more generous plan limits, head to this page to get a 40% discount off the Startup plan.
Click the “Get Started” button.
Complete the online form and add your credit card details, then click the blue confirmation button.
You’re signed up and can start taking advantage of the Startup plan features!
Systeme.io Account Setup Tutorial
When you’re brand new to Systeme.io, there are a few things you have to do to get your account up and running properly.
To get started, click your profile icon in the top-right of the screen and select “Settings” from the dropdown menu.
Complete your profile information, including your name, address, and contact details.
Under “Account,” select and set your preferred timezone and time and date settings.
The “My Plan” tab is where you can view your chosen plan details and upgrade or downgrade if you want to.
The “Payment Gateways” section is essential if you plan to sell anything using Systeme.io. The platform does not have a native payment gateway; therefore, you must connect a third-party app to make sales.
There are several to choose from, with Stripe and PayPal being the most popular.
Click the blue “Connect” button next to your preferred payment gateway and follow the instructions. Setup differs depending on which one you choose.
When the gateway has been successfully connected, the blue “Connect” button will disappear from where it is listed, and the account owner email will be displayed instead.
Moving on to the “Emails” tab, you need to enter an email address which will be displayed as the sender for any emails you send via Systeme.io.
We recommend using a professional email address to avoid your emails getting caught up in the recipient’s spam filters.
The “Payment Pages” tab provides global settings for any product or offers that you sell. Here, you can set your default currency, opt whether or not to charge customers sales tax, and edit and modify the terms and conditions of sale.
Another recommendation is to connect a custom domain to use for anything you create in Systeme.io. Click “Add Domain” in the “Custom Domains” tab and follow the instructions.
It’s not essential to do this as Systeme.io generates a domain for you. However, if you want to be consistent with your branding and appear professional, a custom domain is best.
These settings cover the basics that are required to set up your account. With these, you can start using Systeme.io’s features more easily and start selling offers and products right away.
Navigating Systeme.io is simple. When you first log in, you will be on the dashboard screen. To move between features, click the tabs listed along the top of the screen.
In the top-right of the screen you can find the help center, your profile settings, and change the platform language.
When you click into a specific feature – funnels, for example – you will see all the items you have already created. To edit one of the items, click on its title and the editing options will open.
If you ever get lost, click the blue Systeme.io logo in the top-left corner. This will take you back to your account home screen.
When using any of the drag-and-drop page editing tools, there are three key things to remember:
- The left-hand side of the screen is where your editing menus will be displayed. When you click a page element, a sub-menu will open up on the left. To exit out of a sub-menu and view the main menu, find the tiny “Back” arrow at the top and click it.
- Clicking on a page element not only opens the sub-menu, but you also get another editing menu displayed at the top of the element (see example image). These editing options differ from the sub-menu, so be sure to check both to find what you need.
- To exit out of the editing tool, click the tiny exit icon to the right of the blue “Save” button at the top of the screen. Don’t forget to save your work before you do that!
Systeme.io Feature Tutorials
How to Add and Manage Contacts in Systeme.io
To add contacts, you can either manually input them or do it in bulk by importing a CSV file.
To add them manually, click on “Create Contact” and input information such as name, contact details, address, etc. For better organization and for adding contacts to campaigns, you can create and assign tags to your contacts.
Use the filter tool on the left-hand side of your contacts list to quickly find who you are looking for.
How to Create Funnels in Systeme.io
You can use Systeme.io to create funnels for different purposes including audience building, selling products and offers, and running pre-recorded webinars.
To create a funnel, click the blue “Create” button found in the funnels tab. Then, give your funnel a name and pick which type of funnel you want. Select the desired currency and hit “Save.”
On the next page, you will see your funnel steps listed down the left-hand side and a range of templates displayed on the right.
You need to pick and edit a template for each of your funnel steps.
Once you have selected a template, click on “Edit Page” found on the right-hand side.
In the editing screen, drag and drop desired elements and blocks directly onto the page. You can also move them around the page in the same manner.
To edit page elements, simply click on them. You can edit them directly on the page. An additional editing menu will also open up on the left where you can adjust things like font type size, and color, hyperlinks, margin sizes, etc.
When you’re done, click “Save Changes” and exit by clicking the icon to the right of the save button.
To add more steps to your funnel, click the “Add Step” button found on the funnel steps page. Choose which type of step you want, name it, and click “Save.”
Each funnel step type has its unique configuration options. To view and edit these, click the relevant funnel step and ensure the “Step Configuration” tab is highlighted.
For example, the order form funnel step allows you to add a product or an offer and create a pricing plan for it.
How to Create an Email Newsletter in Systeme.io
Newsletters are single or one-time emails that you can send to your contacts.
To create a newsletter in Systeme.io, click the “Emails” tab found at the top of the screen and then select “Newsletter” from the dropdown.
A pop-up will appear. Give your newsletter a name and ensure the sender’s name and email address are correct.
Pick one of two available templates and hit “Save.”
Your email will now be listed in the “Newsletters” tab. To edit it, click on the subject name.
The email editor is a simplified version of the page editor described in the funnels section. Drag and drop desired elements displayed on the left onto the email template.
To edit the content, click on the relevant area of the email template and edit directly on the page. Don’t forget to click “Save Changes” before exiting the editor.
On the next page, you can decide whether or not to include an attachment (such as an e-book or coupon, for example).
You also need to choose who the email will be sent to. You do this by selecting relevant contact tags or choosing to exclude certain tags. You can also send the email to contacts who have only recently signed up.
You have two sending options for newsletters. You can opt to send it immediately, or you can pick a specific date for when it will be sent.
How to Create an Email Campaign in Systeme.io
Rather than sending out single emails, you can use Systeme.io to send out a series of emails at specific intervals. This is great if you’re looking to build up hype for a promotion or to keep your audience engaged.
Select the “Emails” tab and choose “Campaigns” from the dropdown box. Click the blue “Create Campaign” button and give it a name and description before hitting “Save.”
It will now be listed in the campaigns tab. To configure and edit it, click on the campaign name.
Your next job is to create the emails that will be sent out during the campaign. To do this, click the blue “Create” button.
Creating emails for your campaign is exactly the same as creating a newsletter as outlined in the previous section of this article. However, rather than simply saving your email, you must select “Save and Publish.”
Hitting “Save and Publish” allows you to set up the schedule for your email campaign. You can choose how many minutes, hours, or days the email will be sent after the previous email.
You can also select which time of the day and on which days the emails will be sent. This helps avoid emails being sent at undesirable times, like the middle of the night.
Create as many emails as you need for your campaign and schedule them accordingly. On the campaign overview screen, you can view the order of your emails as well as performance stats.
How to Create a Blog in Systeme.io
To create a blog in Systeme.io, select the “Blogs” tab. Give your blog a name, then select a template. Hit “Save.”
Your blog will now be listed in the “Blogs” tab. To edit it, click its name.
You will notice that your blog will be prepopulated with several blog posts. These are just examples and can be fully edited, or you can delete them.
To edit an example post, click the blog title and the editing screen will open up. Or, if you prefer, you can click the blue “Create” button to begin a blog post from scratch.
Editing blog posts works exactly the same as the funnel page editor. Drag and drop page elements where needed and edit them directly on the screen.
If you want to change the template layout for blog posts, then click on the “Post Layout” button on the blog post page. Then, whenever you click to create a new blog post, the new template layout will open.
Additionally, clicking on the three dots to the right of a blog post gives you several options including deactivating or deleting the post and duplicating. Duplicating can make creating new posts faster, especially if you want to keep certain layouts for certain types of posts.
Clicking into the “Pages” tab brings up all the separate pages of your blog site. Several pages will have already been generated which you can click on an edit. You can also add additional pages by clicking “Create.”
How to Use Systeme.io Workflows and Automation
Systeme.io allows you to create basic automation rules for your contact lists, funnels, emails, and more.
To create a new automation rule, click the “Automations” tab, select “Rules” from the dropdown, and click the blue “Create” button.
You now have to set the trigger (the event that triggers the automation) and the action (what happens after the trigger). Depending on what you choose, you will be required to add additional information.
For example, here we have selected “Funnel Step Form Subscribed” as the trigger. We were required to select which funnel and funnel step the trigger related to. Then, we selected “Subscribe to a Campaign” as the action and had to pick which email campaign to use.
Now whenever someone completes the form on our listing building funnel’s squeeze page, they will be automatically subscribed to the SupplyGem email campaign.
The Systeme.io workflow feature is a more advanced tool for creating automation. You can find it in the “Automations” tab and by selecting “Workflows” from the dropdown.
First, you are presented with a green “Add Trigger” box at the top of the screen. Click this and then add your trigger.
Next, click the “+” sign below the trigger. A pop-up will appear with three options:
- Action: Select an action that follows the trigger (as explained above).
- Delay: Creates a time delay between the trigger and what happens next.
- Decision: Splits the path into yes/no sections.
In this example, you can see that we have added the “Subscribed to Squeeze Page Form” as the trigger and the “Subscribe to ‘SupplyGem Campaign’” as the action.
Then, we have included a delay of seven days to give recipients time to open and read the email.
After that, we added a decision on whether or not the recipients clicked on or read the first email. If they did click on or read it, the workflow will automatically assign the “Hot Lead” tag to their contact details. If they ignored the email, the workflow automatically unsubscribes them from the campaign.
How to Create a Course and Community in Systeme.io
To create a course, head to the “Products” tab and select “Courses.” Then, click “Add a New Course.”
Next, add in the basic information for your course, including, the title, instructor name, images, etc. When done, click “Save.”
Your new course will now be listed in the “Courses” tab. To edit it, click the course name.
Next, you need to add modules. This provides an easy way to organize your course content. For example, you might have a module for the introduction, beginner tutorials, advanced tutorials, and course wrap-up.
When you have created your modules, click them to reveal and click on the “Add Lecture” button.
Give your new lecture a name, choose if you want a delay, and pick a template.
A delay is how long the student must wait before the lecture content becomes available to them. For example, if you type “2,” the content will be made available two days after student enrollment. This feature is useful if you want to drip content out on a gradual basis.
Your lecture will now be listed under the relevant module. Click “Add Lecture” as many times as you need to create your lessons.
To edit lectures, click the lecture title. The page editing screen will open (it’s the same as the funnel and blog editing screens) where you can drag and drop elements such as text, video, audio, etc. to make your lessons engaging.
To create a community, head to the “Products” tab and select “Communities.” Then, click “Create.”
Give your community a name and choose if you want community post approval to be enabled or disabled. You can also edit the community URL if you want.
Your community space will be generated. As admin, you can click “Topics” to create chat spaces for specific subjects.
To post, write something in the box provided. You can add files, images, and emojis to bring your posts to life. Then, other community members can respond to the post.
To add members, click the “Members” tab and click to “Invite New Members.” Add the recipient’s email address and the invite will be sent.
In the community settings tab, you can switch between a “Private” (join via invite only) and “Public” (anyone can view and join) community.
Additionally, if you chose for automatic post approval to be disabled, you will need to go into the “Pending Posts” tab and approve or reject community member posts.
Where to Find More Systeme.io Tutorials
If you want more feature tutorials, the Systeme.io help center is a good resource. Here’s where you will find text articles, video tutorials, and the option to contact a support agent.
To find it, head to Systeme.io and scroll to the bottom of the page. Click where it says “Help,” and you will be taken to the help center.
For help inside your Systeme.io account, click the question mark icon in the bottom right of the screen.
Doing this will bring up articles related to what’s currently on your screen, but you can use the search bar to look for other articles.
Finally, don’t forget to check out SupplyGem.com for guides and tutorials crafted by our platform experts.
We often uncover tips and tricks that can’t be found elsewhere. Similarly, we provide warnings and things to look out for that could potentially cause an issue.
All our information is unbiased and best of all – free to use!
Frequently Asked Questions
Where Can I Find Systeme.io Tutorials?
Systeme.io has a help center available containing tutorials for its features. Otherwise, you can find an up-to-date and comprehensive library of Systeme.io tutorials and guides on SupplyGem.com
Is Systeme.io Easy to Learn?
Systeme.io is not a complex platform, and its features are easy to learn. The interface is user-friendly to navigate and use and the help center has straightforward guides for learning the features.
Is Systeme.io Good for Beginners?
SupplyGem considers Systeme.io a great choice for complete beginners and those who are not adept or comfortable using online software.
