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Learn how to connect an email sequence to a funnel in Systeme.io so you can trigger an automatic email sequence after opt-in effortlessly.

In this step-by-step tutorial, you will discover the exact automation rules needed to deliver lead magnets, welcome new subscribers, and automate your follow-ups on complete autopilot!

Whether you are launching a lead capture page, selling digital products, or building a high-converting sales funnel, setting up your email campaigns correctly is essential for growing your email list.

Read my detailed post with each step and breakdown.
https://www.trustthelink.com/systeme-io-email-sequence-after-opt-in/

Here is a video on my experience switching from Sender to Systeme.io. and the pros and cons to both!
https://www.youtube.com/watch?v=eO6JF6XQHMI&t=1s

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Transcript
00:00There's nothing more frustrating than having people fill out your lead form, and then there's radio silence because the back
00:08end for the automations is not set up correctly.
00:12So I want to kind of go over exactly how you do that so when people do opt in, they
00:18do get the message that you send out, the emails and stuff, okay?
00:22And you might be wondering, what the heck is this picture of?
00:25Well, it's an automation, but it was actually this place in Salem, Oregon, where this person created this device to
00:35train pilots, and they actually used this to make carousels, right?
00:41So that's where the invention of the carousel came about from this guy who wanted to train pilots, and it's
00:47a really cool thing.
00:48And up there, a guy in Salem, Oregon, you see all these carousels and stuff.
00:52There's like a lot of history with it.
00:53And another side topic is I'm actually listening to the audio book about the Wright brothers and how they created
00:59the airplane, right?
01:00And the business part is the fascinating part because the U.S. government didn't want it, so they had to
01:05go to the French and the English and make deals.
01:09And the French were like, why is this guy not interested in women, you know?
01:13And one brother was like, well, I'll get married when my other brother gets married, you know?
01:17So they were just, you know, wanting to, you know, and did the whole, you know, thing, you know, their
01:22plane.
01:22It's a really interesting story and how their little bike shop funded all this whole thing because they had a
01:28bike shop.
01:29So, anyways, so I'm using System.io for my email messages, automations, and it's an amazing, amazing platform, okay?
01:39And with a free plan, you get a lot.
01:42You can send as many emails as you want.
01:44You do get one automation rule, okay?
01:46And you can do a lot with that one automation rule, which you need.
01:50And I kind of made this little plug in here so that you can kind of figure out what you
01:54get with each plan and stuff.
01:55But the free is great.
01:58Okay, so you create your landing page, right?
02:01And you have some emails created.
02:03But how do you connect them, okay?
02:05What you want to do is you want to set up an automation, okay?
02:08And the free plan does have one automation, okay?
02:13And you might be wondering, why do you need more?
02:15Well, there's a lot of uses, and I'll give you an example of this.
02:18If somebody makes a purchase, they don't have to get the same emails, right?
02:22You can send them completely different emails, and this helps the user experience.
02:28There is a little hack on how to do this free, which I kind of figured out as well.
02:34But that's one way.
02:36Okay.
02:37So the first step you would do is you would go up to automations, right here, and the rules, and
02:46then you would remove my picture.
02:47You create one, okay?
02:49And as you see with me, I have two triggers and two actions, okay?
02:57So the good news is when you set up a trigger, you can create as many actions as you want
03:04with that trigger.
03:05That's why I have two, okay?
03:06You can have more if you want.
03:08And the good morning to do this is you can have as many triggers as you want, okay?
03:13As you can see from mine, I have two.
03:17I have when someone fills out the form on my website, they will get these actions.
03:23The other trigger is through the, I call it the exit pop-up thing.
03:28That's when someone's about to leave the website, a little pop-up message shows up to capture.lead.
03:35So I have two of them, and there's two actions.
03:37One is to send the email, which is the free gift that I give away, as well as subscribe to
03:43campaign.
03:45Now, let me kind of break this down real quick.
03:48You don't need two actions.
03:50You only need one.
03:51You need to subscribe to campaign.
03:53That's the most important one.
03:54You need to have that.
03:56However, you don't really need to send the email in the automation.
04:01I do, just because I think that's important.
04:03I promise that.
04:04But you very well could have that email as the first message in your campaign that goes out, is here's
04:13the message.
04:15If you do that, you just want to set the delay to like zero, so they get that as soon
04:20as they opt in, right?
04:21That's why they opt in, and a big reason why.
04:25Now, with mine, because I have it in the automation, is it sends it out immediately, so when that newsletter
04:32hits, I have the delay to one day, so I don't overload them.
04:37I hope that makes sense.
04:39Okay, so that's kind of a good thing to know.
04:41All right.
04:42So that's what you do.
04:46So the first step you do is you want to add a trigger, okay?
04:49So you kind of go up to this automation here, hit create, and then you'll see this form here, add
04:56trigger, and you want to hit the one that says website form subscribed, okay?
05:01And then you want to choose a name from the list of the email campaigns that you set up, like
05:09here's my campaign right here, emails, lead magnet follow-up.
05:14That's where my emails are that I kind of wrote that someone goes through, okay?
05:21All right.
05:25Yeah, and I kind of talk about the delays in here in this post, and what it kind of looks
05:30like, to kind of break it down, is it kind of looks like this, right?
05:34I hope you can see that.
05:36So the trigger is website form embedded, you know, and the final step is the exit pop-up.
05:44That's the two triggers that I have, okay?
05:47And if you only have one trigger, then that's fine, but you can have more opt-in pages, so to
05:53speak.
05:53And the action is you have to have that subscribe to campaign.
05:58You have to choose that, okay?
05:59And then you choose the campaign.
06:00You can only have one campaign in the free plan as well, and you choose that.
06:05And that sends out through emails, so people that automatically get your emails, okay?
06:10All right.
06:12So I hope that makes sense.
06:13I hope that might have simplified some things.
06:15I had to set those two things up.
06:18You know, when it comes to System.io, it's an amazing platform, and it's a really good idea to collect
06:23leads nowadays because there's a lot of reasons.
06:27These platforms, they change all the time, so it's another way for you to get traffic.
06:32And if somebody goes to your website or YouTube channel or whatever and they leave, you might never hear from
06:40them again.
06:41So when you capture that lead, you can continue to communicate with that person, and obviously you can make a
06:48lot more money that way as well, okay?
06:49So there's a lot of reasons why you want to capture lead.
06:53And you might be thinking, well, another thing that's just so cool about this is they're free.
06:58You know, when I got started, you know, a long time ago, all these autoresponders cost a lot of money.
07:03But because there's competition, they're free, and they actually have the other program, what the heck is it called?
07:13Well, they have these email newsletters that go out, like with LinkedIn, you can have a free newsletter.
07:20And so they have to compete with that as well.
07:22And the reason why you want an autoresponder is because they're more organized.
07:27They set out, they go out in sequence, right?
07:31Okay?
07:33All right.
07:33And if you want to know, and if you want more, like, detailed plan on how to set the automation
07:38up, I'll put the link to this post below in the description in the first comment.
07:43And if you want to know more, with my history is actually just recently I was at another free platform
07:50called Sender, and I moved to automation.
07:52I mean, to System.io, okay?
07:55And I made a whole video that kind of explains the process and the pros and cons to both free
08:00platforms.
08:01So if you want to learn more about System.io, what it does for you, I made a video that
08:07kind of helped they can talk about that.
08:10So I hope that that simplifies it.
08:12So anyways, I hope this might have been a little bit helpful to you.
08:16And I'll put that video up here as well and down into the description.
08:20And you have a wonderful and blessed day.
08:23Bye.
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