How to automatically send an email when a lead subscribes

In this article, you will learn how to automatically send an email when a lead subscribes.

What you'll need:

• A systeme.io account
• A sales funnel
• An opt-in page

Create an automation rule

Select your opt-in page from the funnel list on the left. Click on the Automation Rules tab (1), then click Add rule (2).

A popup will appear. Click the + icon under "Trigger" to add a new trigger (3).

Select Funnel step form subscribed (4).

Next, add an action by clicking the + icon (5).

Select Send email (6).

2. Create an email:

Click the + icon (7) to create a new email.

Once finished, click Save rule (8).

The new rule is now active.

To edit your email, click on the pencil icon (9).

After completing the email, remember to save it by clicking on Save (10).

When you're done, click Save rule (11).

To return to the main automation rules list, click the Back button.

You can also manage existing rules by clicking the three dots next to the rule. Options include:

• Edit automation rule
• Disable rule
• Delete rule

3. Testing the email automation

We recommend testing your funnel by registering on your own opt-in page. If the email isn't sent or the contact isn't added, please contact systeme.io support here.