Systeme.io Beginner's Quickstart Guide — Build Your First Funnel

A free, 12-part beginner's guide to Systeme.io, with real screenshots on every step.

If you want to build your first sales funnel, capture leads, automate your emails or sell a digital product — but you're not sure what to do first — this walks you through it in the order you'll actually do it.

It's written to be followed with Systeme.io open in another tab. You read a step, you do the step. Everything in it can be done on Systeme.io's Free Forever Plan: no credit card, no trial countdown, no time limit.

The download button is above. It's free.

What's inside

Twelve short parts, 30 pages, and 41 annotated screenshots so you can see exactly what you're looking for on screen.

- Creating and confirming your free account

- Finding your way around the dashboard

- Connecting a custom domain

- Connecting Stripe, PayPal or Mercado Pago

- Building your first sales funnel and choosing a goal

- Working with funnel templates

- Designing pages in the drag-and-drop editor

- Filling in the page SEO settings

- Importing contacts and organising them with tags

- Creating automation rules — triggers and actions

- Building multi-step workflows with delays and decisions

- Creating an online course with modules and lectures

- Selling a digital product through a funnel checkout

- Setting up an affiliate programme and commission rates

Who it's for

Beginners. Specifically, you'll get the most out of it if you're:

- starting an online business and need a funnel before you need anything else

- building a lead magnet or email list for the first time

- planning to sell a digital product or an online course

- tired of stitching together a page builder, an email tool and a checkout

- looking at Systeme.io's free plan and wondering how far it actually goes

No coding. No prior funnel experience. You don't need your whole business mapped out before you start — the guide says as much on page one.

How to use it

Download the PDF, here then create your free Systeme.io account and keep the guide open beside it

Part 1 is a two-minute checklist of what to have ready. Part 2 gets your account live. From there it runs in a straight line:

Account → dashboard → funnel → pages → contacts → automations → product → launch.

That sequence is the whole point. Most beginners don't struggle to find information about landing pages or email automation — they struggle to work out what order the pieces go in, and what they can safely ignore on day one.

Why it starts on the Free Forever Plan

Because you shouldn't need a subscription to find out whether a tool suits you.

Systeme.io's free plan isn't a stripped-down trial — it runs real funnels, real automations and a real course, and it doesn't expire. The guide is built around it deliberately, so you can get a funnel live before you spend anything. Upgrading is something you do when you outgrow the limits, not before.

By the end you'll have covered

Navigating Systeme.io · creating a funnel · designing pages · managing contacts · tagging and segmenting · automation rules · multi-step workflows · building a course · selling a digital product · setting up an affiliate programme.

Work through it in an afternoon, or a part a day. Your first funnel doesn't need to be clever. It needs to exist.

Get your free forever systeme.io account here

Affiliate disclosure: this page and the guide contain affiliate links. If you sign up for Systeme.io through one of them, i may earn a commission at no extra cost to you.