How to automate an email sequence on Systeme.io (step-by-step tutorial)?

Sending a series of emails automatically, without having to do anything once the system is launched: it saves you time, right? Email sequence automation is today a powerful lever to welcome, inform, or re-engage your contacts effortlessly day-to-day. With Systeme.io, everything happens in just a few clicks, even if you are a beginner. This guide explains, step by step, how to create and automate your first sequence. Ready to simplify your email strategy? Follow the tutorial.

Preparing your email sequence in Systeme.io

Before automating anything, it is essential to structure your email sequence methodically. Systeme.io offers a user-friendly interface, even for non-technical users. Here are the fundamental steps to get started.

Systemeio

Create an account or log in

Start by going to Systeme.io and log in to your account. If you don’t have one yet, registration is free and only takes a few minutes. Once logged in, you are ready to create your first campaign.

Access the “Emails” tab

In the left sidebar menu, click on “Emails”, then on “Campaigns”. This section groups all the sequences you can design. You will find a “Create” button at the top right.

Create a new campaign

Give a clear name to your campaign, such as “Welcome Sequence – new subscribers”. Think of a logical naming convention, especially if you manage multiple funnels or products. This will help you stay organized.

Once the campaign is created, you enter the editor where you can add your emails one by one.

Add emails to the sequence

Click on “Add an email”, then write your message. Systeme.io allows:

  • to add a sending delay (immediate, 1 day later, etc.);
  • to insert dynamic variables (e.g.: subscriber’s first name);
  • to easily format the text;
  • to perform tests before sending.

Example: a classic welcome sequence includes three messages spaced over five days to maximize engagement without overwhelming.

Launch and automate the sequence

Once your emails are written and organized, it is time to set up the automation. This is where Systeme.io shows all its power by allowing you to link your sequences to specific actions.

email sequence

Define the trigger

For your sequence to activate automatically, you need to associate it with a trigger. This is a specific event, such as:

  • registration via a form;
  • purchase of a product or service;
  • adding a tag to a contact.

For example, if you have a welcome sequence, you can trigger it as soon as a user signs up for your newsletter. This ensures immediate contact at the right moment.

Configure the automation

Once your trigger is identified, go to the “Automations” menu, then click on “Rules” or “Workflows”, depending on your preference.

Here’s how to do it:

  • Create a new rule or workflow.
  • Define the triggering event (e.g.: sign-up for a form).
  • Add an action: “send a campaign”.
  • Select the corresponding campaign.

This system allows you to automatically chain your emails without manual intervention.

Test before launching

Before publishing your sequence, always perform a test. Send yourself the emails, check the delays between the sends, and ensure everything works as planned. This avoids timing errors or unnoticed mistakes.

Go live and monitor

Once validated, activate the sequence. From your dashboard, you can track:

  • open and click rates;
    any unsubscribes;
  • performance by email.

With this data, you will be able to optimize your sequence over time.

Automating your emails with Systeme.io becomes simple and effective with the right method. To go further and create your sequences even faster, rely on Dripiq, the smart tool that boosts your productivity.