How to receive an email notification after a new subscription on your page

On this page, you will learn how to send an automatic email when a 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. Add automation to an opt-in page after a lead subscription:

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

A pop-up will appear to create your automation rule. You need to click on the “+” icon to add a trigger (3).

In the pop-up window that appears, choose "Funnel step form subscribed" to trigger the email notification rule after a lead has registered.

Add an email action

To add an email action, click on the "+" button. (4)

On the pop-up that appears, select "Send email to a specific email address". (5)

Create a new email

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

In the email editor, provide the body of the email for the notification you will receive, then configure a recipient address with one of your email addresses. (7)

To include information about the contact who subscribed, you can use personalization substitutes as part of the email text (8).

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

Saving the rule

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

We advise you to do a test registration on your opt-in page to confirm that everything is working properly. If you have problems with your email not being sent, contacts not being registered, etc., you can contact systeme.io support by clicking 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. Add automation on a payment page after a customer purchase:

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

A popup appears to create your automation rule. You need to click on the “+” icon to add a trigger (13).

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

To configure the rules to automatically receive a notification after a customer makes a purchase, simply follow the same steps described in the first part of the article.