How automation rules work

In this article, you will learn how to automate your business using systeme.io automation rules.

Click on the Automations tab, then on Rules (1).

Click on Create (2) to create a new automation rule.

Inside the rule editor, you will see two 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 the + icon (3).

Select a trigger from the Add trigger list according to your use case.

Example: Ask yourself, "Who should receive these emails?"

1) To send to prospects who registered via a popup page, select Funnel step form subscribed (4), then select the title of your page.

2) To send to customers who have purchased my product, select New sale (5).

3) To send to contacts who have been assigned a specific tag, select Tag added (6).

Note: The tag must be added to the contacts after the rule is set up.

Adding actions:

Actions are events in systeme.io that occur after a trigger is activated.

To add an action, click the blue + icon next to Action (7).

Select an action from the Add action list according to your use case.

For example, to automatically send an email to a prospect after they register:

Select the Send email action, then create an email by clicking on the + icon (8).

Finally, click Save Rule (9) to save your changes.

You can also create automation rules directly inside your Funnels editor:

Note: 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.

Additional information:

Automation rule task history is stored for only one month. After this period, it will be automatically removed from the system as part of data cleanup and optimization.

If you can't find a past task in a contact's profile, it is likely older than 30 days and has been removed.