Step-by-Step: How to Create a Funnel in Systeme.io

Last Updated on May 19, 2025 by admin

Table of Contents

Why Funnels Matter (and Why You Should Care)

Funnels aren’t just trendy buzzwords. They’re the backbone of digital selling.
Every click, email, or upsell—it’s all part of your customer’s journey. And that journey? It either leads to “Buy Now” or “Bye, Never.”

Systeme.io takes the tech mess out of the funnel game. It’s an all-in-one, drag-and-drop, email-sending, product-selling powerhouse. Whether you’re hawking a $10 ebook or launching a full-blown course—this platform’s got you.

What’s inside this guide?
Not just how-tos. You’ll walk away knowing exactly what to click, why it matters, and how to hit “Go” without Googling at every step.

Disclaimer: We believe in full transparency. Some links on this page are affiliate links. If you make a purchase through them, we may earn a small commission — at no extra cost to you. This helps us continue to provide honest and valuable content.

Systeme.io: Your Funnel-Building Swiss Army Knife

So… what’s Systeme.io anyway?

It’s a no-fluff, budget-friendly platform that rolls email marketing, landing pages, automation, payment processing, and even course hosting into one dashboard. No coding. No juggling five tools. No duct-tape integrations.

Why It’s Built for Both Beginners and Pros

New to funnels? You’ll love the Free Forever Plan—it’s beginner-friendly and powerful right out of the box.

Running a coaching or course business? The automation tools will be your new best friend.

Digital marketer juggling campaigns? Most users replace three tools with just this one.

And when you line it up against the usual suspects, the value speaks for itself:

PlatformStarting PriceFunnelsEmailCoursesAffiliate Tools
Systeme.io$0YesYesYesBuilt-in
ClickFunnels$147/monthYesNoNoExternal tool
Kartra$99/monthYesYesYesYes
Leadpages$49/monthYesNoNoNo

Bottom line: Systeme.io gives you nearly everything ClickFunnels does—without the $147/month price tag.


Before You Funnel: Quick Checklist (Don’t Skip This)

A funnel without a goal is like a GPS with no destination. So here’s what you need before clicking “Create”:

  1. Your Funnel Goal
    • Lead capture?
    • Webinar signup?
    • Product sale?
  2. Your Offer
    • Lead magnet (freebie) or
    • Paid product
  3. Your Emails (optional but powerful)
    • Welcome sequence
    • Nurture drip
    • Sales follow-up

Got it all? Good. Now let’s build.


The Actual Funnel Build: Click-by-Click Guide

Create a Free Systeme.io Account

Start here → Systeme.io Official Site
Use the Free Forever Plan (yes, really free). No credit card. No bait-and-switch.


Navigate the Funnel Builder Dashboard

Once logged in:

  • Click Funnels in the left menu
  • Hit “+ Create”

Choose your path:

  • Build an Audience (lead gen)
  • Sell (products/services)
  • Custom (your own thing)

Simple interface. Zero confusion.


Name Your Funnel & Pick a Currency

Why naming matters?
Because later, when you’ve got 12 funnels running—it helps you keep track.

Set the currency based on your market: USD, EUR, BDT, doesn’t matter—it’s all there.


Add & Customize Your Funnel Steps

Start with:

  • Squeeze Page
  • Sales Page
  • Order Form
  • Thank You Page

Choose between Classic Funnel or A/B Test Mode if you’re into optimization.

Wanna test two headlines or layouts? This feature’s gold.


Customize Each Page (Drag. Drop. Done.)

Click into a page → Edit → Launch the visual editor.
Use the templates or start from a blank canvas.

What can you add?

  • Headlines
  • Text blocks
  • Countdown timers
  • Opt-in forms
  • Embedded video
  • CTA buttons

Want it fast? Use the pre-built templates. They’re snappy and look sharp.


Set Up Email Capture & Automation

This is where funnels become funnels. Otherwise, it’s just a glorified website.

Go to “Automation Rules” → Set triggers like:

  • Tag new subscriber
  • Send email sequence
  • Assign to campaign

You can also connect to your own email list or CRM—if needed.


Add a Payment Gateway (If You’re Selling)

Selling something? Then plug in:

  • Stripe
  • PayPal
  • Razorpay (for India)

Create a product under “Products” tab. Set pricing. Assign it to your funnel.


Testing Your Funnel: Don’t Launch Blind

Before you shout “Go!”, test it like your income depends on it. Because—spoiler—it does.

Here’s What to Double-Check:

  • Mobile Responsiveness
    Most users won’t see your funnel on a desktop. Open it on a phone. Click around.
  • Form Submissions
    Opt-in form working? Are emails landing in inboxes or vanishing into spam purgatory?
  • Payment Flow
    Do test buys. Use test cards. Make sure the thank-you page fires after purchase.
  • Automation Triggers
    Confirm your email sequences are being sent. One misfire and the entire funnel stumbles.

Use Systeme.io’s built-in Preview and Test Mode tools. They’re built to catch glitches before your customers do.


Time to Launch: Make It Public

Once you’re sure it’s working, go live.

A Few Last Steps:

  1. Custom Domain (Optional)
    Want to use yourbrand.com instead of systeme.io/xyz? Connect your domain from settings.
  2. Visibility Settings
    Flip the funnel from private to public.
  3. Sharing
    • Share the funnel link
    • Embed the form/page into your website
    • Connect to ads or social campaigns

That’s it. You’re now live.


Funnel Analytics & Performance Optimization

The funnel’s live—but your job isn’t done. Now, you watch, tweak, and grow.

What to Track:

  • Conversion Rates per page
  • Abandonment Drop-offs
  • Sales and Upsell Acceptance

Systeme.io gives you built-in analytics under each funnel step.

Pro Tips for Optimization:

  • Kill underperforming steps
  • Swap headlines and CTAs
  • Simplify form fields
  • A/B test page versions

Start small. Iterate fast.


Secret Sauce: High-Converting Funnel Tips

Here’s how the top 1% play the game:

  1. Stick to One Goal Per Funnel
    Don’t confuse visitors with too many choices. Clarity sells.
  2. Use Urgency and Scarcity
    Countdown timers, limited spots, flash offers. FOMO works.
  3. Add Social Proof
    Testimonials. Trust badges. Real results. People follow the crowd.
  4. Keep Mobile in Mind
    Design for the thumb, not the mouse.

Rookie Mistakes That Kill Funnels Fast

Funnels can break in subtle, silent ways. Here’s what to dodge:

  • Too Many Steps
    More steps = more drop-off. Cut the fluff.
  • No Email Connection
    You can’t follow up if you’re not capturing emails.
  • Forgetting Mobile Layout
    If your mobile design’s clunky, conversions plummet.
  • Vague Copy
    If users can’t tell what you offer in 3 seconds, they bounce.

Don’t let these trip you up.


Wrap-Up: From Confusion to Conversion

Let’s zoom out for a sec.

You now know:

  • What funnels are
  • Why Systeme.io rocks
  • How to prep, build, test, and launch
  • What to track, tweak, and avoid

No more duct-taping tools. No more YouTube spirals. Just action.

So… what’s next?

Try Systeme.io’s Free Forever Plan.
Build your first funnel.
Watch your “idea” become income.

→ Start here with Systeme.io

It’s not just another tool. It’s your launchpad.

5 Myths and Misconceptions About Systeme.io Funnels

Let’s clear the fog. These funnel myths? Time to bust ’em.

1. “Free plan = crippled features”

Nope. Systeme.io’s free plan isn’t a stripped-down demo. You can build full funnels, send emails, even sell digital products. No credit card. No catch.

2. “You need tech skills to create funnels”

False. The drag-and-drop editor was made for people who’ve never touched code. It’s more like using Canva than WordPress.

3. “Funnels are only for digital products”

Wrong again. Funnels work for physical goods, services, coaching, memberships, consultations, and even local businesses.

4. “One funnel fits all”

Hard pass. A lead magnet funnel won’t sell a $500 course. Each funnel should match the user’s stage in the journey—awareness, consideration, or action.

5. “Funnels work instantly”

They don’t. Funnels need testing, tweaking, and traffic. Don’t expect magic on day one. Expect iteration.


10 Least Known Facts About Systeme.io Funnels

Even seasoned users miss a few of these.

  1. Built-in Blogging Tool
    Yes, you can blog inside Systeme.io. Combine SEO with funnel magic.
  2. Course Hosting Included
    Upload lessons, lock content, drip modules—all without paying extra.
  3. Affiliate Management
    Launch your own affiliate program directly from your dashboard.
  4. Unlimited File Hosting
    Upload lead magnets, PDFs, and videos—without third-party storage tools.
  5. Automation by Page Views
    Trigger email sequences when someone just views a page.
  6. A/B Split Testing
    Test two versions of pages to see which one actually converts better.
  7. Custom Domains Are Free
    Unlike many platforms, you can link your brand domain without upgrades.
  8. Sales Funnels Support One-Time or Recurring Payments
    Sell subscriptions with Stripe or PayPal integration.
  9. You Can Build Multiple Businesses Under One Account
    Create workspaces for clients or projects separately.
  10. It Has a Mobile App (in beta)
    Monitor leads, sales, and emails from your phone.

5 Frequently Asked Questions

1. Can I build a full sales funnel with the free plan?

Yes. The free plan lets you build one complete funnel, including email automation and product sales.

2. Is Systeme.io good for eCommerce?

It works best for digital and service-based products, but it can handle simple physical product funnels too.

3. Can I use it in languages other than English?

Yes. Systeme.io supports multiple languages for funnels, emails, and interface.

4. What payment gateways are supported?

Stripe, PayPal, and Razorpay. More integrations are in the pipeline.

5. Do I need a website to use Systeme.io?

Nope. You can host everything inside Systeme.io—even your homepage.


5 Real-Life Examples of Systeme.io Funnels in Action

Let’s get real. These aren’t hypotheticals—they’re live examples.

1. The $7 E-book Funnel

A fitness coach offers a $7 guide on “meal prep for busy parents.” Sells via a squeeze page → order form → upsell video for a $97 coaching call.

2. Free Webinar Funnel

A mindset coach promotes a free mindset-reset webinar → collects emails → sells a $497 group coaching program on the thank-you page.

3. Digital Product Launch

An indie game developer sells a downloadable asset pack → funnel includes a landing page → checkout → instant delivery.

4. Freelancer Booking Funnel

A graphic designer uses a funnel to showcase services → collects project details → lets clients book calls via Calendly integration.

5. Course Pre-Sale Funnel

An online teacher builds a waitlist funnel for a new course → offers a limited-time $99 pre-sale discount → collects testimonials pre-launch.


5 Expert Opinions About Systeme.io

These quotes come from real creators, marketers, and solopreneurs using the platform.

1. Noah K., SaaS Copywriter

“I dropped $297/month tools for Systeme.io’s $0 plan. It did 90% of what I needed—without the headache.”

2. Sarah L., Course Creator

“I built my entire course funnel—from opt-in to upsell—in a single weekend. No tech team. Just Systeme.io.”

3. Raj B., Facebook Ads Consultant

“It’s the easiest platform to plug into ads. Funnel → email → upsell. No duct-taping.”

4. Emma R., Virtual Assistant Agency Owner

“I use Systeme.io to build funnels for clients. Fast, effective, and easy to hand off.”

5. Carlos D., Personal Trainer

“I replaced Wix, Mailchimp, and Teachable with just Systeme.io. Less clutter, more clarity.”


3 Comparisons: Systeme.io vs The Big Players

Let’s break it down. Feature for feature, here’s how Systeme.io stacks up against the big names.

1. Systeme.io vs ClickFunnels

FeatureSysteme.io (Free)ClickFunnels (Starting at $147/month)
Email MarketingIncludedNot available on base plan
Funnel BuildingIncludedIncluded
Online CoursesIncludedNot available
Affiliate ProgramBuilt directly into the platformRequires external integration
Overall ValueHighExpensive for most beginners

Verdict: For anyone just starting out—or tired of paying premium prices—Systeme.io is clearly the better value.


2. Systeme.io vs Kartra

FeatureSysteme.ioKartra
Email AutomationAvailableAvailable
Ease of UseBeginner-friendlySteeper learning curve
Price RangeFree to $47/monthStarts at $99/month

Verdict: Kartra might offer a few more advanced options, but Systeme.io is faster to learn, easier to use, and much more affordable.


3. Systeme.io vs Leadpages

FeatureSysteme.ioLeadpages
Landing PagesFully supportedFully supported
Email IntegrationBuilt-in email toolsRequires third-party tools
Funnel CreationComplete funnel builderLimited funnel capabilities

5 Mistakes to Avoid While Building Funnels

New? Don’t fall for these funnel flops.

1. Trying to Do Too Much at Once

Start with a single goal. One product. One CTA. One email sequence. Clarity wins.

2. Skipping Mobile Optimization

60%+ of traffic is mobile. If your funnel looks busted on a phone, it’s game over.

3. Not Testing Before Publishing

Always test your opt-ins, emails, and payments. Broken links = broken sales.

4. Forgetting the Thank-You Page

That’s prime real estate. Upsell. Cross-sell. Ask for a share. Don’t waste it.

5. Not Following Up with Emails

The funnel doesn’t end at sign-up. It starts there. Email automation is the lifeline.


Final CTA (Call to Action)

Now you know the playbook. Time to put it to work.

Launch your first funnel on Systeme.io now — it’s free.
Click here to start building.

No tech mess. No budget stress. Just you, your product, and a streamlined funnel doing the selling.

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