How to receive email notifications for new leads in systeme.io

In this article, you will learn how to receive an automatic email notification whenever a new lead subscribes or a customer makes a purchase.

What you'll need:

• A systeme.io account
• An opt-in page or an order form

1. Adding automation to an opt-in page (for new leads)

In the opt-in page configuration, click on the Automation Rules tab (1) and then on Add Rule (2).

In the popup window, click the + icon to add a trigger (3).

Select Funnel step form subscribed to trigger the email notification rule after a lead has registered.

Add an email action

To add an action, click on the + icon (4).

On the popup that appears, select Send email to a specific email address (5).

Create a new email

Click the + icon to create an email (6).

In the email editor, draft the notification email you want to receive. Then, enter your own email address in the Recipient address field (7)

To include information about the contact who subscribed, you can use personalization substitutes to include details about the new lead in the email body (8).

Once you've completed the email, click on Save (9).

Note: To modify your email, click on the pencil icon.

Saving the rule

Finally, save the rule by clicking on Save rule (10).

We recommend testing your opt-in page to ensure everything is working. If you encounter issues (e.g., emails not sending or contacts not registering), please contact systeme.io support here.

Important: For the email to be triggered automatically after a contact subscribes, the button's action must be set to Submit form ( How to configure a button).

2. Adding automation to a payment page (for new sales)

In the order form step configuration, click on the Automation Rules tab (11) and then on Add Rule (12).

In the popup window, click the + icon to add a trigger (13).

On the Add trigger popup that appears, choose New sale to configure the rule for sending notification emails after a customer makes a purchase.

To finish setting up the purchase notification, follow the same email configuration steps outlined in the first section of this article.