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Complete Step-by-Step Training

The Practical Guide to Launching on Systeme.io

Everything you need to configure your domain, publish your first sales funnel, automate email sequences, and sell digital products without code.

Part 1

1. Creating & Activating Your Free Account

Systeme.io provides a permanent Free Plan with no expiration date and no credit card required. To set up your account cleanly:

Step-by-Step Activation:

  1. Visit the registration page via Systeme.io and enter your primary business email address.
  2. Click “Get my free account”.
  3. Check your email inbox for a confirmation message titled “Confirm your account on systeme.io”.
  4. Click the activation link and set a secure password for your new workspace.
Pro-Tip: Using a custom domain email (e.g. you@yourdomain.com) improves email deliverability down the road, but a standard Gmail address works perfectly to get started.
Part 2

2. Connecting Your Custom Domain & DNS Records

By default, your funnels use a subdomain like yourname.systeme.io. To establish professional brand trust, connect your custom domain (even on the Free Plan).

Configuring DNS in 3 Steps:

  1. Go to your profile avatar in the top right → Settings → Custom domains.
  2. Click Add domain and enter a subdomain (e.g. app.yourdomain.com or www.yourdomain.com).
  3. Systeme.io will display two CNAME records. Add these records in your domain registrar DNS panel (Cloudflare, Namecheap, GoDaddy, etc.).
Email Authentication Notice: Under Settings → Mailing settings, also add the 3 DKIM CNAME records provided. This tells major inboxes (Google, Outlook) that your automated marketing emails are legitimate, keeping your messages out of the spam folder.
Part 3

3. Building Your First Sales Funnel

Funnels are sequential web pages designed to guide visitors toward a single conversion goal without distracting navigation menus.

Core Funnel Structure:

  • Step 1: Squeeze Page / Opt-in Page: Offers a compelling Lead Magnet (checklist, guide, discount) in exchange for the visitor's email address.
  • Step 2: Order Form (Checkout): A streamlined checkout page with integrated Stripe/PayPal fields, order bumps, and coupon codes.
  • Step 3: Thank You / Delivery Page: Confirms the order, provides the download link, and prompts next steps.

Systeme.io's editor operates in three structural layers: Sections (green) hold Rows (blue), which contain drag-and-drop Elements (orange) such as headings, buttons, countdown timers, and video players.

Want pre-made templates?
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Part 4

4. Setting Up Email Marketing & Tag Organization

Unlike legacy platforms (like Mailchimp) that separate subscribers into isolated, duplicate lists, Systeme.io uses a unified Tag-based contact system.

How to Structure Your Tags:

  • Create an interest tag like Lead - Checklist for new opt-ins.
  • Create a customer tag like Buyer - Course XYZ when someone purchases.
  • Under Emails → Campaigns, build automated drip sequences that send emails 24 hours, 48 hours, and 72 hours after signup.
Part 5

5. Connecting Automations & Workflows

Automations ensure your business delivers value without requiring manual intervention for every new customer.

Basic Automation Rule (Triggers & Actions):

  • Trigger: Funnel step form subscribed (user submits their email).
  • Action 1: Apply tag Lead - New.
  • Action 2: Subscribe contact to your welcome email campaign.
  • Action 3: Send a direct confirmation email with the asset link.
Part 6

6. Selling Digital Products & Accepting Payments

Under Products → Physical / Digital Products, you can upload downloadable files (PDFs, ZIPs) or create membership resources.

Connect your Stripe or PayPal account under Settings → Payment Gateways. Systeme.io charges 0% platform fees, meaning you only pay standard merchant processing rates (typically 2.9% + $0.30) to Stripe or PayPal directly.

Part 7

7. Hosting Online Courses & Community Groups

Navigate to Products → Courses to construct a complete learning management curriculum.

  • Add Modules (chapters) and Lectures (individual lessons).
  • Upload videos directly to Systeme.io's video player with zero bandwidth overage charges.
  • Link your course to an Order Form: student accounts and login credentials are generated and emailed automatically upon purchase.
Part 8

8. Understanding the Systeme.io Affiliate Opportunity

In addition to running your own business, every Systeme.io account automatically includes access to their affiliate program:

Key Program Mechanics:

  • 60% Lifetime Recurring Commission: Affiliates earn 60% of monthly or annual subscription fees for every customer referred.
  • Permanent Lead Tagging: When someone signs up for a Free Plan through your link, their account is tagged with your affiliate ID for life. When they eventually upgrade months or years later, you receive the recurring commission.
  • Monthly Payouts: Paid on the 10th of every month via PayPal or Wire/Wise with a low $30 minimum threshold.

Ready to start building your own online business?

Create your free account today and test the entire workflow with zero financial risk.

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No credit card required • Free plan does not expire