Q: How to create a tag

In this article, you will learn how to create a tag. Why use tags? Tags are a feature that can be used to identify and better manage contacts by organizing them into categories. Depending on their origin and status, different tags may be assigned to them (i.e. contacts, customers, students, campaign). For example, we can assign the tag "Client-course-1" to customers who have purchased course 1. Creating a tag To create a tag, navigate to the "CRM" tab and click on "Tags" (number 1 in the image). <img src="https://storage.crisp.chat/users/helpdesk/website/-/f/d/c/5/fdc59d9d975fc800/pj-1_1cvwqww.png" alt="" /> Click on "Create" (number 2 in the image), fill in the field "Name" of the new tag (number 3 in the image), then click on "Save" to save it (number 4 in the image). <img src="https://storage.crisp.chat/users/helpdesk/website/-/f/d/c/5/fdc59d9d975fc800/pj-2_1an7b5e.png" alt="" /> Other ways to create tags Note that it's also possible to create a new tag directly from the automation rules. Simply enter the name of the tag you want to create and use in the automation rule and it will be created automatically. <img src="https://storage.crisp.chat/users/helpdesk/website/-/e/7/7/b/e77be1f8a3743000/3b5d8309-d3da-40f3-88a6-e9611e_1poovfv.png" alt="" />

Question 1

How to create and trigger a webhook after an opt-in or a sale

Accepted Answer

In this article, you will learn how to create and trigger a webhook after an opt-in or a sale. The webhook action sends data related to a trigger that calls a rule as an HTTP request in JSON format.

You will need:

a systeme.io account
a funnel

Method 1:

Navigate to your funnel, select a squeeze page, and click on "Automation rules".
Create a new rule (e.g., "Send webhook after opt-in").
Create a webhook destination. To test the rule, use a free web service like requestbin.net (for this example we created https://eop2plf1gq3xln6.m.pipedream.net).
Add the destination URL to the action field. Make a test opt-in by subscribing to the squeeze page. Check the destination source and review the results.

(Example: Update the destination page https://eop2plf1gq3xln6.m.pipedream.net?inspect).

Method 2:

In your systeme.io account, click on "Automations", then select "Workflows" to create a new workflow (e.g., "Send webhook after a tag is added").
Create a webhook destination. To test the rule, you can create a webhook destination by using a free web service like [

Question 2

How to create an order form/payment page

Accepted Answer

In this article, you will learn how to create an order form/payment page.

You will need :

a systeme.io account
a sales funnel

Go to the sales funnel to which you want to add a payment page. On the funnel pages panel on the left, click on "Add step" (number 1 in the image).

On the "Create funnel step" popup, select "Order form" from the "Type" dropdown list (number 2 in the image).

Browse the template library and click "Select" on the template you want to use for the order page (number 3 in the image).

After choosing your template, an interface will be displayed from which the page's various settings can be configured.

Click the "Edit page" button to modify the payment page's layout and design (number 4 in the image)

When creating an order form, you will have to specify whether you are selling a digital product or a physical product.

Scroll down to "Choose offer type" and select accordingly.

![](https://storage.crisp.chat

Question 3

How to create a tag

Accepted Answer

In this article, you will learn how to create a tag.

Why use tags?

Tags are a feature that can be used to identify and better manage contacts by organizing them into categories. Depending on their origin and status, different tags may be assigned to them (i.e. contacts, customers, students, campaign).

For example, we can assign the tag "Client-course-1" to customers who have purchased course 1.

Creating a tag

To create a tag, navigate to the "CRM" tab and click on "Tags" (number 1 in the image).

Click on "Create" (number 2 in the image), fill in the field "Name" of the new tag (number 3 in the image), then click on "Save" to save it (number 4 in the image).

Other ways to create tags

Note that it's also possible to create a new tag directly from the automation rules. Simply enter the name of the tag you want to create and use in the automation rule and it will be created automatically.

Question 4

How to connect your domain to systeme.io

Accepted Answer

In this article, you will learn how to integrate your root domain into systeme.io.

You will need:

a domain registered outside of systeme.io
a systeme.io account

Note 1: A domain name can only be used for one website. If the root domain name you intend to integrate with systeme.io is already assigned to an external website, it will no longer be available once it is added to systeme.io.

Note 2: These guides are intended to connect your root domain (example: www.domain.com) with systeme.io. If you want to use a subdomain instead, please click here.

Step 1: Add your domain to systeme.io

1.1. Click on your "Profile picture" >> "Settings" >> once in the settings area, click on "Custom Domains

Then click on "Add Domain".

1.2. Once the first pop-up appears, put in your domain name with www in front of the domain name. Example: www.domain-name.com

1.3. Once the domain name is added, a second

Question 5

How to create a funnel

Accepted Answer

In this article, you will learn how to create a funnel.

Go to the "Funnels" tab (number 1 in the image), then click on "+ Create" (number 2 in the image).

When you create a funnel, you have the ability to choose a "Name" for it, the domain name you want to assign to it, and the currency to use.

There are currently 4 different options to choose from when you create a funnel:

1. Build an Audience:

This is the simplest funnel structure. It only includes a Squeeze Page and an Opt-in Thank You Page. The purpose of this funnel is primarily to build your email list.

2. Sell:

A sales funnel is unique in that it comes preloaded with a customizable Order Form and Thank You Page. This funnel is used to generate sales for your business.

3. Custom:

The custom funnel is perfect for those who have experience building funnels. It provides a blank template that can be used to create any kind of page that you want.

![](https://storage.crisp.chat/users/helpdesk

Question 6

How to use the booking calendar feature on Systeme.io

Accepted Answer

In this article, you will discover how to use the booking calendar feature on Systeme.io. You will find all the essential information to learn how to use this feature effectively and optimize your appointment management.

Preface:

The integrated booking calendar in Systeme.io allows you to schedule and manage your meetings directly from the platform, without resorting to external tools like Calendly or Youcanbookme. Intuitive and practical, it simplifies the organization of your appointments and centralizes your activities in one place.

Accessing the Calendar Menu

The "Calendar" menu is accessible from the “CRM” section of Systeme.io,

In the "Calendar" section, you will find three main tabs:

Events
Bookings
Availability

Events:

This page gathers all the events you have created, allowing you to view them and create new ones.

As an example of an event, you can create events like "Free consultation" or "Technical session".

How to create an event?

Configure the details of your events in the "Events" section by clicking on "Create new event."

![](https://storage.crisp.chat/users/helpdesk/website/-/2/0/c/0/20c0f97f3fa57600/df0ceb8f-f071-4269-a971-43ed1d_tgdhdc.pn

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