1 00:00:00,000 --> 00:00:04,658 In this walkthrough, you will create a simple Systeme dot io signup funnel. 2 00:00:04,658 --> 00:00:13,258 We will build the opt in and thank you pages, connect the form, send a PDF through one delivery email, and test the result. 3 00:00:13,258 --> 00:00:17,900 Follow along at your own pace and pause at each setting. 4 00:00:17,900 --> 00:00:25,112 From the dashboard, open Sites, then Sales funnels. Choose Create on the right. This opens the settings for a new funnel. 5 00:00:25,112 --> 00:00:32,720 If you already have a funnel you want to finish, open it from the list instead of creating another one. 6 00:00:32,720 --> 00:00:38,267 Name the funnel something easy to recognise, such as My first guide funnel. 7 00:00:38,267 --> 00:00:47,227 Choose a domain that is already available in your Systeme account. Select Build an audience. Set your usual currency, then save. 8 00:00:47,227 --> 00:00:54,180 You can start with the provided Systeme domain; a separate custom domain is optional. 9 00:00:54,180 --> 00:00:58,957 After saving, return to Sites, Sales funnels, and open the new funnel by name. 10 00:00:58,957 --> 00:01:04,417 In the step list, locate the Opt in page and the Thank You or Download Page. 11 00:01:04,417 --> 00:01:11,260 The opt in page collects the address. The thank you page is where visitors land after they submit. 12 00:01:11,260 --> 00:01:18,793 Set up the destination first. Select Thank You or Download Page, choose a simple template, then open Edit page. 13 00:01:18,793 --> 00:01:24,741 Replace the heading with a clear confirmation, such as Check your inbox for the guide. 14 00:01:24,741 --> 00:01:32,671 Below it, explain when and where the download link will arrive. Remove any template promise you are not actually delivering. 15 00:01:32,671 --> 00:01:34,560 Save and exit. 16 00:01:34,560 --> 00:01:40,055 Select Opt in page and choose a layout with one email field and one button. 17 00:01:40,055 --> 00:01:46,282 Edit its heading to say what the person will receive, for example Get the free setup checklist. 18 00:01:46,282 --> 00:01:52,143 State that the guide arrives by email. Use a button such as Send me the guide. 19 00:01:52,143 --> 00:01:56,160 Keep the offer truthful and remove unrelated template text. 20 00:01:56,160 --> 00:02:00,637 Select the email field and inspect its settings. Set Input type to Email. 21 00:02:00,637 --> 00:02:08,557 The word email in a placeholder is only a label; the field type is what tells the form to collect an address properly. 22 00:02:08,557 --> 00:02:12,780 Keep additional fields out unless your offer actually needs them. 23 00:02:12,780 --> 00:02:18,916 Select the button. Set Action when button clicked to Submit form, then set its redirect to To the next step. 24 00:02:18,916 --> 00:02:23,211 Make sure the thank you page follows the opt in page in the funnel. 25 00:02:23,211 --> 00:02:29,220 A plain link to the next page could move the visitor without submitting the email field. 26 00:02:29,220 --> 00:02:34,513 Some templates show one grouped Form element rather than separate field and button settings. 27 00:02:34,513 --> 00:02:42,453 Open Elements and keep an Email field and submit button. Copy the thank you step’s public address from its URL Path. 28 00:02:42,453 --> 00:02:49,637 Back in the form’s Actions tab, choose To a custom URL and paste that address into Redirection URL. Save. 29 00:02:49,637 --> 00:02:53,880 Use this route instead of adding a second form. 30 00:02:53,880 --> 00:03:02,521 Save the editor. Check that each required section, heading, description, email field and button is visible on both Desktop and Mobile. 31 00:03:02,521 --> 00:03:06,224 Use the preview controls to inspect the two layouts. 32 00:03:06,224 --> 00:03:12,397 Make sure the form fits, the text is readable, and the button can be reached. 33 00:03:12,397 --> 00:03:16,873 Fix any hidden or overflowing element, then save again. 34 00:03:16,873 --> 00:03:19,846 Exit the editor and select the Opt in step. 35 00:03:19,846 --> 00:03:26,784 Use the link icon beside URL Path to copy the public page address. This is the link a visitor can open. 36 00:03:26,784 --> 00:03:30,088 Do not use the editor address from the browser bar. 37 00:03:30,088 --> 00:03:35,093 Check that the copied link leads to the page you just edited. 38 00:03:35,093 --> 00:03:40,531 For a private test, open the public signup link in a fresh browser window. 39 00:03:40,531 --> 00:03:46,357 Enter an address you control and submit once. Confirm that the thank you page appears. 40 00:03:46,357 --> 00:03:51,406 In Systeme, open C R M, Contacts, and find that exact test address. 41 00:03:51,406 --> 00:03:57,513 If double opt in is enabled, complete the confirmation email before deciding the test failed. 42 00:03:57,513 --> 00:04:04,772 The page sequence by itself does not send the PDF. You also need a delivery email linked to the form submission. 43 00:04:04,772 --> 00:04:07,882 Prepare the correct downloadable file or hosted link first. 44 00:04:07,882 --> 00:04:16,393 We will create a one email campaign and connect it to this specific signup step, so the visitor receives the guide after submitting. 45 00:04:16,393 --> 00:04:23,618 If your main website is outside Systeme, add an Inline form step from the Opt in category of your funnel. 46 00:04:23,618 --> 00:04:32,288 Choose a template, edit its email field and submit button, then use Script to copy the embed into your website’s HTML or widget area. 47 00:04:32,288 --> 00:04:40,613 If visitors use the Systeme hosted opt in page, you can skip the embed and share that page’s public URL. 48 00:04:40,613 --> 00:04:45,662 Under Emails, Campaigns, create a campaign, choose a sender, and save it. 49 00:04:45,662 --> 00:04:54,919 Open the campaign, create one guide email, give it a clear subject, and add a hosted PDF download link in the message. 50 00:04:54,919 --> 00:05:02,493 Save the email and exit. In the email list, use that email’s three dot menu to choose Activate. 51 00:05:02,493 --> 00:05:05,439 Set its delay and sending conditions there. 52 00:05:05,439 --> 00:05:13,573 Zero delay can queue the first email promptly after campaign entry, subject to any day or time restrictions. 53 00:05:13,573 --> 00:05:17,477 Open Automations, then Rules, and create a rule for this form. 54 00:05:17,477 --> 00:05:24,575 Add the trigger Funnel step form subscribed and select the title of your exact opt in or inline form step. 55 00:05:24,575 --> 00:05:30,254 Add the Subscribe to campaign action, choose your guide campaign by title, and save the rule. 56 00:05:30,254 --> 00:05:34,159 The form button must use Submit form so the trigger fires. 57 00:05:34,159 --> 00:05:39,173 Check both names before saving to avoid connecting the wrong page or campaign. 58 00:05:39,173 --> 00:05:44,749 Check that your sending address and domain are verified before relying on email delivery. 59 00:05:44,749 --> 00:05:50,723 Near the form, say what the visitor will receive and link to your privacy information. 60 00:05:50,723 --> 00:05:55,900 Sending the requested PDF does not automatically give permission for unrelated marketing emails. 61 00:05:55,900 --> 00:06:02,653 Add any optional newsletter consent separately, and only use marketing tags for people who choose it. 62 00:06:02,653 --> 00:06:08,810 Preview the page on desktop and mobile. With an address you control, submit the form once. 63 00:06:08,810 --> 00:06:13,044 Confirm the thank you page appears and the contact is saved. 64 00:06:13,044 --> 00:06:19,201 Check the inbox for the guide email, open its PDF link, and confirm the document downloads. 65 00:06:19,201 --> 00:06:24,589 Finally, check that any marketing consent status matches the choice made on the form. 66 00:06:24,589 --> 00:06:29,073 Fix the first failed step before sharing the link. 67 00:06:29,073 --> 00:06:34,561 If no contact is saved, check Input type Email and the Submit form action. 68 00:06:34,561 --> 00:06:40,050 If the thank you page does not appear, check the redirect and step order. 69 00:06:40,050 --> 00:06:45,539 If the email does not arrive, inspect the rule, email activation and spam folder. 70 00:06:45,539 --> 00:06:51,800 If the PDF link fails, correct it in the delivery email and run another private test.