Systeme.io Automation Rules: Complete Breakdown (No Tech Headaches)
Automation rules in Systeme.io are like "if this, then that" for your business. Except without Zapier, API keys, or sanity loss.
Here’s how they work — and how to build them in under 60 seconds.
What Are Automation Rules?
They're simple triggers + actions.
Trigger = something happens
Action = Systeme.io responds
Example:
Trigger: “Form submitted”
Action: “Add tag + subscribe to campaign + send email”
Boom. Lead captured, tagged, and nurtured — no clicks missed.
Where to Find Them
You can set automation rules:
Inside a funnel step
On contact events (like “product purchased”)
In the Automation tab (for global rules)
Go to: Automation → Rules → Add Rule
Common Triggers
Form submitted
Email opened
Email clicked
Tag added
Product purchased
Course completed
Deadline reached
Page visited
Each one can be the start of a unique flow.
Common Actions
Add/remove tag
Subscribe/unsubscribe from campaign
Send a specific email
Add to another funnel
Delay, then send
Move to another rule set
You can chain multiple actions together, or create branching paths using conditions.
Example 1 – Lead Funnel Entry
Trigger: Form submitted
Actions:
Add tag:
leadSubscribe to campaign: “5-Day Welcome”
Send email: “Welcome to the list”
Example 2 – Product Purchase
Trigger: Product purchased
Actions:
Add tag:
customerRemove tag:
leadSubscribe to post-purchase email flow
This is your upgrade flow. It turns buyers into repeat buyers automatically.
Use Delays Wisely
Add delay actions like:
Wait 1 day
Then send upsell offer
Then tag if they click
Delays = space = less unsubscribes + more sales