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

Navigate to your opt-in page in the funnel editor, click on the Automation Rules tab (1), and then on Add Rule (2).

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

On the Add trigger pop-up that appears, choose "Funnel step form subscribed" (4).

After selecting the trigger, you need to add an action by clicking on the “+” icon (5).

On the Add action pop-up that appears, choose the "Send email" action (6).

Tip: You can also add the "Add a tag" action to segment these contacts. Click here to see how to create a tag

2. Create an email:

After adding the actions, click on the "+" icon to create the email (7).

After you’re done, you need to click on "Save rule" to save your automation rule (8).

The new rule will be created, and you will receive a notification confirming it on your dashboard.

You will then only need to access the automation by clicking on the selected trigger.

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

Tips:

You can include a file attachment (e.g., a PDF) when sending emails to your prospects.
You also have the option to insert personalization substitutes, which will be replaced by the contact's information.
After completing the email, remember to save it by clicking on "Save" (10).

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

To return to the main automation rules tab, where the entire rule is displayed, click on "Back".

Additionally, when you click on the 3 dots for a given rule, you will have the option to :

Edit automation rule
Disable rule
Delete rule

3. Testing the email automation

We advise you to do a test registration on your opt-in page to confirm that everything is working properly. If you encounter any problem with your email not being sent, contacts not being registered, etc., you can contact systeme.io support by clicking here.

Notes :

The form button's action must be set to "Submit form" for the automation rule to be triggered automatically after submission (How to set up a button).
To improve email deliverability, we restrict the size of file attachments to 5 MB. If your file is larger than 5 MB, you will need to compress it before adding it.