Systeme.io Tutorial for Beginners: Step‑by‑Step Guide to Launch Your Online Business

If you have your own custom domain (e.g., www.yoursite.com), you can connect it to Systeme.io for professional branding.

Here’s how:

1. Go to Settings → Custom Domains.

2. Click “Add domain”.

3. Enter your domain name (make sure it includes www).

4. Systeme.io will display the required DNS records you need to add to your domain registrar (like Namecheap, GoDaddy, Cloudflare, etc.).

5. Update the DNS settings in your registrar’s dashboard.

If you need help, Systeme.io provides a step-by-step DNS guide directly from the popup window—perfect for beginners who aren’t familiar with domain configuration.

Once your DNS records update (usually within a few minutes to a few hours), your domain will be fully connected to your Systeme.io account.

To accept payments for your digital products, services, or courses, you’ll need to connect a payment gateway like Stripe or PayPal.

Follow these steps:

1. Go to Settings → Payment Gateways.

2. Choose the gateway you want to connect.

3. Click “Connect” and follow the on-screen instructions to authorize 4. the integration.

After connecting, it’s a good idea to create a test product and make a test transaction to confirm everything works properly.

If the test purchase succeeds, your payment gateway is fully set up and ready to accept real customer payments.

To start building your funnel, go to the Funnels tab in the main dashboard and click “Create”.

In the popup window:

• Enter your funnel name

• Select the domain you want to use

• Choose your funnel goal (build an audience, sell a product, run a webinar, custom, etc.)

• Set your currency

Once everything is filled out, click “Save” to generate your new sales funnel.

Systeme.io offers a wide range of pre-built funnel templates designed for different goals—lead generation, sales pages, checkout funnels, thank-you pages, and more.

Browse the available templates and select one that matches your business objective and the type of funnel you want to create.

After creating your funnel, you’ll see the default steps included inside it.

You can add, delete, rename, or rearrange steps depending on your marketing strategy.

Common funnel steps include:

• Landing (opt-in) page

• Sales page

• Order / checkout page

• Upsell or downsell page

• Thank-you page

Systeme.io lets you modify each step so your funnel flows exactly the way you need.

Select the page you want to edit and click “Edit page”.
This opens Systeme.io’s intuitive drag-and-drop editor, where you can visually design each page.

You can rearrange or add page elements simply by dragging them into place—no coding required.

Inside the editor, you can insert a variety of elements, including:

• Headlines & text blocks

• Images and videos

• Buttons and call-to-action sections

• Opt-in and checkout forms

• Countdown timers

• Testimonials

Each element can be customized for fonts, colors, sizes, spacing, and styling to match your brand.

To improve your search engine visibility, Systeme.io allows you to add SEO details to every page.

Inside the editor:

1. Click “Settings” on the left menu.

2. Scroll to the Search Engine Optimization (SEO) section.

3. Add your meta title, meta description, and relevant keywords.

Optimizing these fields helps your funnel pages rank better on Google and increases organic traffic.

Use the “Preview” button to see how your page looks on desktop, tablet, and mobile.

If everything looks good, click “Publish” to make the page live on your domain.

If you already have an email list, you can easily import it into Systeme.io using a CSV file.

This lets you integrate your old subscribers into your new funnels and email campaigns seamlessly.

How to Import Contacts (Step-by-Step)

1. Prepare your CSV file

   • Make sure your file is in CSV format.

   • The first row should contain headers such as:

     • email

     • first_name

     • last_name

     • Any other fields you use.

   • Each row should include the appropriate contact data.

   Go to Contacts

   • From your dashboard, click Contacts in the sidebar.

2. Click “Import contacts”

   • At the top right, click Import contacts to open the upload window.

3. Upload your CSV file

   • Click Choose file and select your prepared CSV file.

4. (Optional) Add contacts to a list or email campaign

   • Select a list or campaign from the dropdown if you want to automatically assign imported contacts.

5. Map your fields

   • Systeme.io will show a preview of the data.

   • Match each CSV column (e.g., email) to a Systeme.io field.

6. Import your contacts

   • Click Import contacts to begin the upload.

7. Monitor progress

   • Large lists may take several minutes.

   • You’ll see a confirmation when the import is complete.

Tags help you organize contacts based on behavior, interest, engagement, or demographic information.

Using tags allows you to run targeted email campaigns that convert better.

How to Create Tags

1. Go to Contacts → Tags.

2. Click Create (top right).

3. Enter a descriptive tag name (e.g., “buyer”, “hot lead”, “webinar signup”).

4. Click Save.

How to Assign Tags to Contacts

1. Open Contacts and select the customer you want to update.

2. Click More Actions → Add tag.

3. Choose the tag from the dropdown.

4. Click Save.

How to Remove Tags

1. Open the contact profile.

2. Click More Actions → Delete tag.

   Choose the tag to remove and save.

Systeme.io’s automation tools allow you to build hands-free workflows — like sending welcome emails, tagging leads, starting campaigns, or segmenting contacts based on behavior.

How to Create Automation Rules

1. Go to Automations → Rules.

2. Click + Create.

3. Choose a trigger, such as:

   • Funnel step form subscribed

   • New sale

   • Tag added

4. Choose an action, such as:

   • Send an email

   • Add a tag

   • Subscribe to a campaign

5. Click Save Rule.

How to Create Workflows

1. Go to Automations → Workflows.

2. Click Create, name your workflow, and save.

3. Add your trigger (e.g., form subscribed, tag added).

4. Add steps such as:

   • Actions: add tag, remove tag, subscribe to campaign

   • Decisions: branch your workflow based on contact conditions

   • Delays: wait hours/days before the next step

5. Configure each step.

6. Save and click Activate to start your workflow.

Systeme.io includes a complete online course builder that lets you design, host, and sell your digital courses without any extra software.

How to Create a Course (Step-by-Step)

1. Go to Products → Courses.

2. Click Add a new course.

3. Enter your course name, description, and upload images.

4. Click Save.

Add Modules & Lectures

1. Click Add module and name it (e.g., “Module 1: Introduction”).

2. Inside your module, click Add lecture.

3. Enter lecture name and delay settings (optional).

4. Choose a template and customize it in the editor.

5. Save your lecture.

Repeat until all course lectures are complete.

Connect Your Course to a Sales Funnel

1. Create a new funnel under Funnels → Create.

2. Choose a Sell a product funnel type.

3. Open your Order Form step.

4. Set Offer type = Digital product.

5. Under Resources, click “+” → choose Course, and select the course you created.

6. Choose full access or drip content settings.

7. (Optional) Add a tag to enrolled students for segmentation.

8. Save and publish.

Promote Your Course

Share your sales page link via social media, email campaigns, paid ads, or your website.

Systeme.io allows you to launch a built-in affiliate program so others can promote your products and earn commissions.

Step 1: Create a Funnel for Your Offer

Create a sales funnel with an order form where affiliates will drive traffic.

Step 2: Set Up Your Order Form Page

Configure your order form following the instructions in your funnel.

Step 3: Configure Affiliate Settings

1. Go to Settings → Affiliate program settings.

2. Set:

   • Default commission percentage

   • Minimum payout amount

   • Payout delay

   • Second-tier commissions (optional)

Step 4: Customize Commissions for Each Funnel

1. Open your Order Form page.

2. Click Settings.

3. Adjust:

   • Commission percentage

   • Payment period

4. Save changes.

Step 5: Disable Commissions for Specific Pages (Optional)

If a funnel should not pay commissions, simply set the commission to 0% for all related pages.

1. Can I use Systeme.io to host a blog?

Yes! Systeme.io includes a built-in blogging feature that allows you to create and publish blog posts directly on your custom domain—no WordPress or third-party tools required. This makes it easy to share content, attract traffic, and improve SEO for your funnels.

2. Does Systeme.io support multiple languages?

Absolutely. You can create funnels, landing pages, emails, and online courses in multiple languages. Systeme.io also supports localization, letting you customize language settings for each funnel to better reach your international audience.

3. Can I migrate from another platform to Systeme.io?

Yes. While Systeme.io doesn’t provide fully automated migration, you can easily import contacts via CSV, rebuild funnels using templates, and manually move over products or course content. The process is beginner-friendly and allows a smooth transition from other marketing platforms.

4. How does Systeme.io handle file hosting for digital products?

Systeme.io lets you upload files like PDFs, videos, and images directly to the platform. These files can be delivered automatically through funnels, email sequences, or course modules after a purchase or opt-in.

5. Is Systeme.io GDPR-compliant?

Yes. Systeme.io includes tools such as consent checkboxes, unsubscribe links, and data access controls to help you meet GDPR requirements. Make sure to configure these settings properly according to your audience and legal needs.

Systeme.io gives you everything you need to build sales funnels, send email campaigns, sell digital products, and automate your business—all in one powerful platform.

It’s beginner-friendly, easy to use, and scalable enough to grow with your business. With Systeme.io, you can have your first funnel live in just a few steps.

• The Systeme.io Help Center: https://systeme.io/help
  This is the official support site for ClickFunnels, which provides documentation, tutorials, and FAQs to help users resolve common issues.

• The Systeme.io Video Tutorials: https://systeme.io/tutorial
  This page features a variety of videos that cover different aspects of using Systeme.io.

• The Systeme.io Support: https://systeme.io/en/support/contact-us
  If you have any issues using Systeme.io you can reach out for help here.

• Official Systeme.io Youtube Channel: https://www.youtube.com/@SystemeioFromZerotoLaunch
  This channel features a variety of videos that cover different aspects of using Systeme.io

• Systeme.io Official Facebook Group: Systeme.io Creators’ Group
  This is a group of users and experts that you can use to connect with other Systeme.io users and get help from experienced professionals.

Systeme.io’s dedicated support team and active community make it easy to get help whenever you need it. Start using this all-in-one marketing platform to grow your business faster and smarter!