Systeme.io Email Automation: How to Set It Up Without Screwing It Up
You captured a lead. Congrats. Now what? If you're not sending emails automatically, you're burning that lead faster than you got it.
Let’s walk through how to set up Systeme.io email automations that actually work.
What You Need Before Starting
At least one tag (e.g. "lead", "ebook-optin")
A campaign (your email sequence)
A funnel or form where the lead enters
That’s your stack.
Step 1: Build the Campaign First
Campaign = drip sequence. Like:
Day 0: Welcome email
Day 1: Value piece
Day 3: Soft CTA
Day 5: Offer pitch
In Systeme.io:
Emails → Campaigns → Create new
Write your emails. Set the delays (in hours or days).
Step 2: Trigger Automation from a Funnel
Open your funnel → click the opt-in step → Automation Rules
Trigger: Form Submitted
Action: Subscribe to campaign + (optional) add tag
Boom. It’s wired.
Now when someone opts in, your sequence fires — no Zapier, no duct tape.
Step 3: Monitor Engagement
Go to Contacts → Your lead → Emails tab
You’ll see:
Delivered
Opened
Clicked
Sequence progress
If opens suck, rewrite the subject. If clicks suck, rework the CTA or offer.
Smart Touch: Use Tags to Branch the Flow
Want to separate buyers from lurkers?
Add an automation rule:
Trigger: Product Purchased
Action: Remove “lead” tag → Add “customer” tag
Then exclude “customer” from promo campaigns. Treat them better.
Slide This In Smoothly (Banner)
<a href="https://systeme.io/?sa=sa0232584621edcb7777abe5ba1e86eaa3e6156970" target="_blank"> <img src="/media/files/banner-728x90.png" alt="Systeme.io Funnel + Email" style="width:100%; max-width:728px; margin: 24px auto;" /> </a>
Build your funnel, attach your emails, and sell while you sleep — literally.
Try it free