How automation rules work
In this article, you will learn how to automate your systeme.io online business by using automation rules.
On the automation rule creation page, you will see 2 columns: Trigger and Action.
Adding a trigger:
The trigger is an event that specifies when to activate the automation rule.
To select a trigger, click on the "More +" (number 3 in the image).
Select a trigger from the "Add trigger" list according to your use case.
1) To send to prospects that registered on my squeeze/form/popup page, select Funnel step form subscribed then select the title of your page (number 4 in the image).
2) To send to customers who have purchased my product, select New sale (number 5 in the image).
3) To send to contacts to which a specific tag has been added, select Tag added (number 6 in the image).
Note: The tag must be added to the contacts after the rule is set up.
Actions are events in systeme.io that occur after a trigger is activated.
To add actions, click on the "More +" button next to "Action" (number 7 in the image).
Select an action from the "Add action" list according to your use case.
Example: You would like to automatically send an email to a prospect after they register using one of your forms.
Select the "Send email" action, then create an email by clicking on the " + " icon (number 8 in the image).
It is important to save the automation rule by clicking on "Save Rule" (number 9 in the image).
Important: You can also create automation rules directly from within the sales funnel:
Please note that a trigger can only be activated a maximum of 20 times by the same contact. After the 20th time the trigger will be deactivated, and automation rules and workflows will be disabled for that contact.