Creating a Sales Funnel with Systeme.io: A Step-by-Step Guide

Building a sales funnel is a crucial step for any online business aiming to streamline its sales process and increase conversions. Systeme.io makes this task remarkably easy, allowing you to set up a comprehensive sales funnel with just a few clicks. Follow these steps to create your sales funnel using Systeme.io.

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Step 1: Accessing the Funnel Dashboard

• Navigate to Systeme.io: Log in to your Systeme.io account.
• Go to Funnels: On your dashboard, select the “Funnels” option. Here, you’ll see any funnels you’ve previously created. You can filter these by active or inactive status or search by name.

Step 2: Creating a New Funnel

• Create a New Funnel: Click on the option to create a new funnel. Name your funnel — for example, “Test Funnel”.
• Choose a Funnel Template: Select from four templates — Build Your Email List, Sell Your Products or Services, Custom (starting from scratch), or Evergreen Webinars. For this guide, choose “Custom”.
• Select a Currency: Choose the currency you want to use for transactions within your funnel. Systeme.io offers a wide range of currencies to accommodate global users. Confirm by clicking “Create”.

Step 3: Adding Funnel Steps

• Create Your First Step: Initially, your funnel will have no steps except an inactive page. To add a step, click on “Create” and name your page, such as “Squeeze Page”. Choose the type of page (e.g., Squeeze Page) and save.
• Select a Template: After creating a step, you’ll need to choose a template. Systeme.io provides a vast selection of templates, or you can start from scratch. Select a template that fits your needs.

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Step 4: Configuring Funnel Steps

• Step Configuration: Customize the name, URL path, and access a direct link to your page.
• Automation Rules: Set up automations for efficiency, like email sequences after sign-up.
• A/B Testing: Create variations of your page to see which performs better.
• Statistics: View detailed stats on page views, opt-in conversion rates, and more.
• Sales and Deadline Settings: Track product sales and set up deadline funnels for time-limited offers.

Step 5: Adding More Pages

• Add Additional Pages: For example, add a “Thank You” page after your squeeze page. Select the appropriate template for each new page you create.

Step 6: Organizing Your Funnel

• Rearrange Steps: Adjust the order of your steps as needed to optimize the flow of your funnel.
• Inactive Page Utilization: Use the inactive page for time-limited offers. When the offer expires, leads are redirected here, where you can still collect their information.

Step 7: Finalizing Your Funnel

• Save Changes: Remember to save your work frequently to avoid losing any progress.
• Funnel Settings: Here, you can rename your funnel, change its domain, and select payment methods if you’ve integrated Stripe or PayPal.

Step 8: Adding a Custom Domain

• Custom Domain Setup: Go to your profile, select “Settings,” and follow the instructions to add a custom domain to your funnel.

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Conclusion

By following these steps, you can easily create a versatile sales funnel with Systeme.io, tailored to your business needs. Whether you aim to grow your email list, sell products, or automate your webinar process, Systeme.io’s user-friendly platform supports all these objectives efficiently. Remember to explore each feature to fully leverage the platform’s capabilities, enhancing your online marketing and sales strategy.