Systeme Automation Workflows (Complete 2025 Tutorial)

After I first began constructing digital merchandise and funnels, I did the whole lot manually. Replying to emails, sending affirmation messages, tagging subscribers, granting course entry… You title it.

It labored once I had 20 subscribers. However by 300 subscribers, my inbox began drowning.
By 1,000 subscribers, I spotted – No enterprise can scale with out automation.

That’s when Systeme
automation workflows utterly modified the best way I labored. If you wish to study extra about this all-in-one advertising software program, take a look at this information – What is Systeme.io.

Systeme.io automates:

• Welcome emails
• Lead nurturing
• Tagging & segmentation
• Delivering freebies
• Unlocking programs
• Sending gross sales follow-ups
• Upsells & cross-sells
• Affiliate onboarding
• Webinar reminders
• Deserted cart restoration
• Course development notifications

Whether or not you are a newbie or superior marketer, this information will train you the whole lot about Systeme.io automation in 2025, from easy guidelines to superior multi-step workflows.

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Automation in Systeme.io relies on two easy concepts:

One thing occurs.

Examples:

• A contact indicators up
• A purchase order is made
• A tag is added
• A type is submitted
• A course is accomplished

Systeme.io responds routinely.

Examples:

• Ship electronic mail
• Add tag
• Subscribe to marketing campaign
• Enroll in course
• Transfer to workflow
• Ship Slack/webhook notification
• Add to order bump / upsell sequence

That’s it – set off + motion.

However when mixed, automation turns into extremely highly effective.

Additionally Learn:
Systeme.io features

Systeme.io offers you two automation techniques:

Finest for easy one-step automations like:

• IF somebody fills a type → THEN add tag
• IF somebody buys a product → THEN enroll in course
• IF somebody subscribes → THEN ship an electronic mail

Automation Guidelines = Excellent for fast “IF/THEN” logic.

Workflows are superior, multi-step, visible automations.

You possibly can mix:

• Delays
• Situations
• Branching logic
• A number of triggers
• A number of actions
• Aim resets

Workflows = Excellent for full buyer journeys.

• 7-day electronic mail sequence
• Freebie funnel automation
• Course onboarding
• Webinar reminder move
• Upsell/cross-sell funnel
• Affiliate onboarding sequence

The Workflow Builder provided by Systeme.io has three core components:

✔ Triggers

Inform the workflow when to start out.

✔ Actions

Inform Systeme.io what to do subsequent.

✔ Filters / Situations

Allow you to phase contacts contained in the workflow.

The interface is clear, drag-and-drop, and very beginner-friendly.

Additionally Learn:
Systeme.io pricing plans

On this part, you will study step-by-step easy methods to create a Systeme.io automation workflow.

Let’s stroll by means of making a fundamental workflow that sends a welcome electronic mail after somebody downloads a freebie like an book, guidelines, or a template.

Log in to your Systeme.io account. If you do not have an account, create a free account at Systeme.io. From the highest dashboard:

• Click on Automation
• Choose Workflows

Within the screenshot, you’ll be able to see that I’ve clicked on Automations. Right here, you get two choices – (1) Guidelines, and (2) Workflows. You must click on on Workflows.

Now, click on on “Create” to start out a brand new workflow.

Instance: “Free E-book Welcome Sequence”

Then click on Save.

After getting into the workflow title, click on on the Save button as proven above.

Within the screenshot under, you’ll be able to see the workflow created by me.

Each workflow should start with a set off. Click on on the Workflow (Free E-book Welcome Sequence) we created within the earlier step. You will be taken to a web page the place you’ll be able to create a set off in your workflow. See the screenshot under.

After you click on on the button – Create your first set off, a window will open asking you to pick a set off. You will want to pick a set off from the checklist:

As you click on on the choice – Select a set off, you will see a lot of triggers. For instance:

• “Tag added”
• “Funnel type subscribed”
• “Course accomplished”
• “Product bought”
• “Marketing campaign accomplished”

For a freebie funnel, select:

✔ “Funnel type subscribed”

Within the above screenshot, you’ll be able to see there’s a set off named Funnel type subscribed. Choose it.

Then choose your opt-in type should you had created in your Gross sales Funnel. Thus, that you must have a Gross sales Funnel with a opt-in type to finish the workflow. See the arrow marked within the screenshot under.

Within the screenshot under, you’ll be able to see that I’ve chosen my opt-in type. Now, we’ll add some actions to this kind. For instance, including a tag to a subscriber, sending electronic mail, subscribe to a marketing campaign, and so on.

Click on on the ‘+’ button as proven within the above screenshot so as to add motion to the set off we created earlier.

After clicking the ‘+’ button, you will see a popup as proven under. Now, click on on Motion.

As proven within the screenshot under, click on on – Select an motion, choice and choose an motion.

Within the screenshot under, you’ll be able to see that I’ve utilized an motion – Apply a tag. After choosing an motion, you will want to pick your tag. Please word that you will have to create your tag individually from the CRM choice within the Dashboard.

Subsequent, click on on the Create button.

Within the above screenshot, you’ll be able to see that I’ve added a tag – Buyer, to my type. Thus, each time a consumer fills up my type to purchase a product, he/she’s going to get tagged as Buyer.

Thus, Systeme.io lets you add actions akin to:

✔ Ship electronic mail

Welcome message with obtain hyperlink.

✔ Add tag

Instance tags:

• “New Subscriber”
• “Lead Magnet – E-book”

✔ Subscribe to marketing campaign

Add them right into a 5–7 day nurturing sequence.

✔ Add delay

Wait 1 day earlier than sending E mail #2.

✔ Transfer to a different workflow

Helpful for superior funnels.

You possibly can add limitless actions, set up them within the order you need.

Additionally Learn:
ClickFunnels vs Systeme.io

Triggers accessible in Systeme.io embrace:

✔ Funnel type subscribed

Excellent for freebie funnels & lead magnets.

✔ Tag added

Nice for segmentation & monitoring.

✔ E mail marketing campaign accomplished

Helpful for superior journeys.

✔ Course accomplished

Nice for course upsells.

✔ Product bought

Excellent for checkout funnels.

✔ Customized triggers

Through webhook or integration.

Under I’ve included full checklist of automation actions which you can create in Systeme.io. Actions you’ll be able to automate embrace:

• Ship electronic mail
• Subscribe to marketing campaign
• Unsubscribe from marketing campaign

• Add to workflow
• Transfer to workflow
• Set customized fields

• Enroll in course
• Grant entry
• Revoke entry

• Add order bump
• Add upsell
• Add low cost/coupon
• Ship checkout follow-up

• Delay (hours/days/weeks)
• Wait till date/time

• Set off webhook
• Ship Slack message
• Push to Google Sheets (through integration)

When you perceive fundamental triggers and actions, you can begin creating superior automation sequences that run your on-line enterprise on autopilot.

These methods are particularly highly effective for:

• Funnel builders
• Coaches
• Course creators
• Digital product sellers
• Businesses
• Affiliate entrepreneurs

That is the commonest and highest-converting workflow.

Set off: Funnel type subscribed → Lead magnet type

Actions:

• Ship welcome electronic mail with the PDF obtain
• Add tag “Lead”
• Delay 1 day
• Ship worth electronic mail
• Delay 1 day
• Ship problem-solving content material
• Delay 1 day
• Introduce low-ticket supply
• Examine if bought →

• If sure → Transfer to onboarding workflow
• If no → Proceed nurture → Upsell later

This workflow alone can generate day by day passive gross sales.

Gross sales funnels develop into highly effective when automated.

Set off: Product bought (tripwire $7 or $9 product)

Actions:

• Ship buy affirmation electronic mail
• Grant entry to product
• Add tag “Purchaser”
• Delay 2 hours
• Ship electronic mail with upsell supply
• Delay 1 day
• Ship case research to strengthen worth
• Delay 1 day
• Supply limited-time bonus

Upsell conversions are the simplest option to attain $1k+ / month.

When somebody buys a course, you’ll be able to create automation in Systeme.io too ship automated login particulars, and welcome electronic mail. Thereafter, after a delay of 1 or two days, you’ll be able to ship a number of automated emails as talked about under.

Set off: Course bought

Actions:

• Enroll pupil
• Ship login particulars
• Ship “Welcome to the course” electronic mail
• Delay 1 day
• Encourage them to start out Module 1
• Delay 3 days
• Ship motivational message
• Delay 5 days
• Ask for suggestions or questions
• After course completion → Advocate subsequent stage course

This creates an entire onboarding system.

Excellent for consultants & coaches utilizing the built-in reserving calendar.

Set off: Appointment scheduled

Actions:

• Ship affirmation electronic mail
• Add tag “Teaching Lead”
• Ship 24-hour reminder
• Ship 1-hour reminder
• After name →

• If attended → Ship recap + supply
• If missed → Ship rescheduling electronic mail

Automation saves you hours each week.

Webinars are conversion machines.

Set off: Registered for webinar

Actions:

• Ship affirmation + occasion hyperlink
• Ship 24-hour and 1-hour reminders
• Ship replay
• Section:

• Attended → Sturdy gross sales sequence
• Registered however didn’t attend → Replay + softer pitch

Systeme.io makes webinar sequences simple.

Should you run your individual associates program:

Set off: Affiliate indicators up

Actions:

• Ship welcome electronic mail
• Share promotional supplies
• Ship fee guidelines
• Supply coaching sources
• Delay 2 days → Share high-converting electronic mail scripts

This produces motivated associates who carry you extra gross sales.

Recuperate misplaced income routinely.

Set off: Checkout step reached → However buy not accomplished

Actions:

• Ship electronic mail after half-hour
• Ship reminder electronic mail after 6 hours
• Ship low cost code after 24 hours
• Add tag “Deserted Cart”
• Retarget in future campaigns

This will recuperate 15–30% of misplaced gross sales.

Tagging is important for long-term automation.

Examples:

• Tag “Clicked Supply”
• Tag “Visited Gross sales Web page”
• Tag “Did Not Open E mail”
• Tag “Accomplished Module 1”
• Tag “Chilly Lead”

Situations in workflows react to those tags.

You possibly can paste these concepts straight into your individual Systeme.io automation workflows:

1. Freebie Supply + 7-Day Nurture
2. Tripwire Purchaser → Upsell Sequence
3. Full Course Onboarding Workflow
4. Webinar Registration → Reminder → Replay
5. Affiliate Program Onboarding
6. Content material Engagement Sequence
7. Deserted Cart Restoration
8. Teaching Name Reserving + Reminder
9. Product Launch Countdown Sequence
10. Re-Engagement Automation (win-back)

1. Are automation workflows accessible on the free plan?

Reply. Sure! Systeme.io consists of workflows on each plan, even the free one. Below Systeme.io free plan, you need to use as much as one automation guidelines and one workflow.

2. Can I create a number of workflows?

Reply. Sure. Free plan customers can create workflows, although limits could apply based mostly on account sort. The Startup, Webinar, and Limitless plan lets you create as much as 5, twenty and limitless workflows respectively.

3. Can I take advantage of delays and circumstances?

Reply. Sure, delays, circumstances, branches, and multi-step logic are all included within the Systeme.io automation.

Systeme.io offers you automation energy that rivals cost $99–$299/month for.

You get:

• Visible workflow builder
• Limitless automation guidelines
• Multi-step sequences
• Good tagging
• Conduct-based actions
• E mail + course + funnel + affiliate automation
• Out there even on the FREE plan

If you need your corporation to scale with out guide effort, automation is the important thing and Systeme.io (read review) offers it to you with zero complexity. 

Create your free account on Systeme.io today.