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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
1. 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).
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:
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).
Tips:
- You can include a file attachment (e.g., a PDF) when sending emails to your prospects.
- You can also insert personalization substitutes (variables), which will be replaced by the contact's actual information.
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.
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.