Read This First

THIS IS NOT A COURSE.

You don't need to watch hours of videos before you can do anything.
You don't need to understand every Systeme.io feature.
You don't need to become a funnel expert.
You don't need to learn code.
You need to build one simple system that works.

Follow the steps in order. Do the task. Check your result. Move to the next step.

Start Here

What You're Going To Build

TRAFFIC → LEAD → EMAIL → OFFER → CHECKOUT → DELIVERY

One rule: Don't build anything outside this path until this system works.

The Roadmap

Your 7-Step Build Plan

1. Set up Systeme.io
2. Build your funnel
3. Capture leads
4. Add email follow-up
5. Add your offer
6. Automate delivery
7. Test and launch

That's the entire roadmap. Everything below just tells you exactly how to do each one.

Part 1 — Set Up

Create your account and get the essentials connected.

Step 1.1

Create Your Free Account

Why one platform, not five: buying a separate page builder, autoresponder, and course portal is how most beginners end up paying hundreds a month before they've made a single sale.

What you need	Buying it separately	Systeme.io
Funnel & pages	~$97/mo	Included, free
Email autoresponder	~$40/mo	Included, free
Course portal / LMS	~$99/mo	Included, free

Go to Systeme.io and sign up — no credit card required.
Free plan includes up to 3 full funnels and 2,000 contacts — genuinely $0, not a trial.

Start with a free account when you're ready.No credit card, no extra tools to learn.

Free Account →

Systeme.io account created

Step 1.2

Sender Email (DKIM)

Why: free personal emails trigger spam filters. DKIM proves you own the domain so receipts land in the inbox, not spam.
Go to Settings ➔ Mailing settings ➔ Sender email addresses ➔ Set up sender authentication.
Enter your root domain, save, then paste the 3 generated CNAME records into your DNS manager. Verified within 24 hours.

Sender email configured & DKIM verified

Step 1.3 • Optional

Custom Domain

Why: isolates your sales funnels on a clean address that protects your main domain, builds trust, and guarantees SSL security.

Settings ➔ Custom Domains ➔ Add domain (e.g. hub.yourdomain.com).
In your DNS manager add: Record 1 — Host hub → Target dXXXXX.cloudfront.net. Record 2 — Host _uuid → Target _uuid.validation.systeme.io (exact values shown in your dashboard).
Status updates to Ready to use with SSL and a green padlock.

Give your business a home people trust.A custom domain and professional email help pages feel established from the first click.

Get Hostinger →

Domain connected (optional)

Step 1.4

Payment, Product & Offer Decisions

Connect a payment processor under Settings ➔ Payment before building your checkout.
Decide, in one line each, what your product is, your free lead magnet, and your paid offer — you'll need all three in Parts 3 and 4.

Payment method connected

Product decided

Lead magnet ready

Sales offer ready

Part 2 — Build The Funnel

Lead capture: opt-in page → form → thank-you page.

Step Type Reference

Know What Each Step Does Before You Build It

Why this matters: Systeme.io runs step logic strictly off its technical Step Type. Pick the wrong one and payment processing, redirects, or 1-click charges break silently.

Step Type	What It Does	Required Elements
Squeeze Page	Captures lead contact info	Email input + submit button
Order Form	Processes payment, saves card token	1 or 2-step checkout block
Upsell (OTO)	1-click tokenized charge	Accept button + decline link
Thank You Page	Delivers downloads & access	Download buttons & links

Squeeze Page

Build Your Opt-In Page

Goal: capture the email lead and immediately apply a prospect tag, before the contact ever sees your welcome campaign.

Funnels ➔ Add step ➔ Type: Squeeze page.
Add a headline that names the problem, and one clear benefit.
Automation rule: Event Funnel step form subscribed ➔ Action Apply tag (e.g. LEAD — Freebie).
Submit button: Submit form ➔ Redirect To the next step.

Funnel created

Opt-in page created — headline + benefit + form

Form connected — captures lead & applies tag

Thank-You Page

Confirm & Connect The Journey

Create the thank-you page — confirm the lead magnet is on its way.
Test the whole path yourself: submit the form as a stranger would.

Thank-you page created

Button/link tested end-to-end

Part 3 — Add Email

Contacts, tags, and a short welcome campaign.

Contact Structure

Tags Before Content

Create your tag structure first — e.g. LEAD — Freebie, BUYER — Main Offer.
Tags are what your automations and campaigns key off — get this right and everything downstream is simple.

Contact/tag structure created

Welcome Campaign

3–5 Emails, Connected

Create a campaign with 3–5 emails (see Tool 4 in the toolkit below for the exact structure and copy).
Connect the campaign to fire when the LEAD tag is applied.

Campaign created — 3 to 5 emails

Campaign connected to opt-in / lead tag

Part 4 — Add Your Offer

Product, price, sales page, checkout, delivery.

Order Form

Product, Price & Checkout

Goal: charge the front-end offer, grant automated course access, assign the buyer tag, and safely tokenize the card.

Add step ➔ Type: Order form.
Under Digital product / Resources: attach your course/product (Access: Full access) and your buyer tag.
Under Price plans: attach your price.
Confirm the checkout widget is set to Submit form.

Prefer to start with the foundation already built?Systeme.io In A Box gives you a ready-made $27 funnel to customise, so you can focus on your offer, not a blank page.

Get Funnel ($27) →

Product created

Price plan created

Sales page created

Optional

1-Click Upsell (OTO)

Why: upsell steps need Systeme.io's own native trigger to charge the card token already on file — a plain external link won't fire the charge.

Add step ➔ Type: Upsell. Attach the upgraded resource, price, and an upsell tag.
Drag a native Button ➔ Action = Accept upsell. Add a native Decline link = Refuse upsell.
Skip this entirely for your first launch if you'd rather keep it simple — it's an enhancement, not a requirement.

Upsell / OTO configured (optional)

Delivery

Checkout Connected, Access Configured

Goal: give buyers direct access to what they bought, and a clean path into any tools they'll need next.

Connect checkout to your payment processor from Part 1.
Configure delivery: download buttons, LMS login link, and any external partner links using target="_blank" rel="noopener noreferrer".
Tell buyers to bookmark their delivery page immediately.

Want more value to package into your business?The $67 PLR & MRR Bundle Vault adds 8 complete video courses — expand your offer library fast.

Explore Vault ($67) →

Checkout created & connected to payment

Delivery configured — downloads, LMS, access

Part 5 — Automate

Build only three automations. That's enough.

Post-Purchase Engine

The Only Three Automations You Need

Why: automations onboard buyers, verify access, remove objections, and sell higher-tier offers 24/7 — without you sending a single manual message.

Lead → Welcome Buyer → Delivery Buyer → Follow-up

Trigger on Tag added to launch each sequence.
Nothing more is required for a working first system — resist the urge to add branches yet.

Lead → Welcome automation built

Buyer → Delivery automation built

Buyer → Follow-up automation built

Worked Example

What "Buyer → Delivery → Follow-up" Actually Looks Like Built Out

[TRIGGER: Customer buys front-end] │ ├─► Apply tag: [BUYER — Main] ├─► Course LMS access: [Unlocked] │ ▼ [WAIT 15 minutes] │ ▼ [SEND EMAIL 1]: "[Access Confirmed] Hub" │ ▼ [WAIT 24 hours] │ ▼ [DECISION: Has tag "BUYER — Upsell"?] ├── YES → advance to high-ticket series └── NO → [SEND EMAIL 2]: "Vault Upgrade"

This is one automation, not three separate ones — the wait steps and the decision branch all live inside a single workflow.

Zero-Glitch Rule

If You Ever Add Custom HTML

Why this matters: Systeme.io embeds custom HTML directly inside its own page layout — clean code standards are what keep pages rendering correctly on every device.

Never include <!DOCTYPE html>, <html>, or <body> — wrap markup in one parent <div> with its <style> block.
All internal funnel links need target="_top"; all external partner links need target="_blank" rel="noopener noreferrer".

Part 6 & 7 — Test & Launch

Complete the entire journey yourself. Fix anything that breaks. Then go live.

The Full Test

Visitor → Lead → Email → Offer → Buyer → Delivery

Run this entire path yourself, as if you'd never seen the business before. Anything that breaks gets fixed before a single real visitor arrives. The complete checklist for this lives in Tool 5 below — use it, don't launch until it's fully ticked.

Tool 1

The System Setup Checklist

Before building. Every item here is shared with Part 1 above — tick it in either place.

Systeme.io account created

Sender email configured

Domain connected — optional

Payment method connected

Product decided

Lead magnet ready

Sales offer ready

Tool 2

The Funnel Build Checklist

Lead Capture

Funnel created

Opt-in page created

Headline added

Benefit explained

Form added

Form connected

Thank-you page created

Button/link tested

Sales

Sales page

Offer

Price

Checkout

Payment

Delivery

Tool 3

The Automation Cheat Sheet

One page. Two chains. That's the whole automation layer.

WHEN THIS HAPPENS: Someone subscribes ↓ DO THIS: Add tag ↓ THEN: Start welcome campaign

WHEN THIS HAPPENS: Someone buys ↓ DO THIS: Add buyer tag ↓ THEN: Give access / deliver product ↓ THEN: Start customer follow-up

Tool 4

The 5-Email Cheat Sheet

Tap "Copy" on the worked examples to paste straight into your Systeme.io email step.

Email	Purpose	Send
1	Deliver	Immediately
2	Quick win	Next
3	Problem / solution	Next
4	Useful next step	Next
5	Relevant offer	Next

Worked Example — Email 1: Deliver (+15 min)

Subject: [Access Confirmed] Your Quick-Start Delivery Hub

Hey {{contact.first_name}},

Congratulations! Your order has been processed successfully, and your access is active.

👉 Access Delivery Hub: https://hub.gowinfinance.com/delivery-hub

Talk soon,
Your Name / Team

Worked Example — Email 5: Relevant Offer (+24hr)

Subject: Quick question about your resource vault...

Hey {{contact.first_name}},

I wanted to make sure you didn't miss the 8-Course Vault Upgrade.

👉 Upgrade Your Vault: https://hub.gowinfinance.com/plr-bundle-oto1

To your success,
Your Name

Tool 5

The Final Launch Checklist

Do not launch until this is complete.

Landing page works

Form works

Thank-you page works

Email arrives

Offer page works

Checkout works

Payment works

Product delivered

Buyer receives correct access

Automation fires

Mobile version works

Links work

Tool 6

The "Something Isn't Working" Cheat Sheet

Keep this open while you troubleshoot.

Email not arriving?

Sender→Campaign→Contact→Automation→Spam

Automation not firing?

Trigger→Tag→Rule→Contact

Product not delivered?

Product→Price Plan→Checkout→Access

Common cause: course not attached under Digital product / Resources — reattach with Full access.

Page not working?

Step→URL→Button→Mobile

Opens in a small box? missing target="_top". Overflows on mobile? a fixed pixel width — use max-width with clamp() instead.

Payment not working?

Payment connection→Product→Price plan→Checkout

Tool 7

The One-Page System Map

Fill in your own business below — the map updates as you type.

My opt-in page:

My lead capture:

My welcome email:

My offer:

My checkout:

My payment:

My delivery & next step:

Your Live System Map

Tool 8

The 7-Day Implementation Plan

Not a deadline — a way to prevent overwhelm. Complete several days at once if you have the time.

Day 1Set Up — create your Systeme.io account and basic settings.

Day 2Funnel — build the opt-in and thank-you pages.

Day 3Email — create your first campaign.

Day 4Offer — add your product and checkout.

Day 5Automation — connect lead and buyer automation.

Day 6Test — run the entire system yourself.

Day 7Launch — send your first real visitors.

Open the manual ➔ find today's task ➔ complete it ➔ tick the checklist ➔ close it ➔ come back tomorrow. That's exactly what someone with a job, kids, or limited time needs.

Bonus Template

Your Customer's Welcome & Access Page

This one's not for you to complete — it's a ready page for your buyers. Copy this structure onto your own Delivery Hub / Thank You page once your product is live.

Customer Onboarding

Welcome to Your Digital Product Vault! 🎉

Important: tell buyers to save or bookmark this page for instant access to their purchased portals, licensing rules, and support.

Resource	What it's for
Main Delivery Hub	All purchased files, core assets, implementation guides
Upgrade / OTO Vault	Advanced course masterclasses, templates, bonus extensions
Backup Download Portal	A file repository in case anything was missed at checkout

Licensing Rules

If You're Delivering PLR/MRR Content

Permitted:

Edit, rebrand, and add their own name/logo as author.
Package the content with other paid digital products.
Sell the product for personal use to their end customers.

Restricted:

No passing on PLR/resell rights unless explicitly granted.
No misleading use of copyrighted trademarks.

Help Desk

Support & Assistance Contact

Missing access email? Check spam/promotions first, then log in directly at the hub.
Download not starting? Right-click ➔ "Save Link As", and check for popup blockers.
Response time: aim for 24–48 business hours, and always ask for the Order ID.

When You're Ready For More

The system works. Here's where it can go next.

See what your next-level offer path could look like.The Legacy Builder Program maps a higher-ticket model with the potential for commissions of up to $900 per sale.

Watch Blueprint →

Read less. Click. Build. Check. Move on.

That's the whole manual. One system, seven steps, eight tools to keep beside you.

Start Free with Systeme.io →

The Systeme.io First-Business Operating Manual