How automation rules work

In this article, you will learn how to automate your systeme.io online business using automation rules.

Click on the "Automations" tab, then on "Rules". (number 1 in the image)

Click on "Create" to create a new automation rule. (number 2 in the image)

On the automation rule creation page, you will see 2 columns: Trigger and Action.

Adding a trigger:

The trigger is an event that specifies when to activate the automation rule.

To select a trigger, click on the "+" blue button. (number 3 in the image)

Select a trigger from the "Add trigger" list according to your use case.

E.g. ask yourself: to whom should I send these emails?

1) To send to prospects that registered on my squeeze/form/popup page, select Funnel step form subscribed, then choose the title of your page. (number 4 in the image)

2) To send to customers who have purchased my product, select New sale. (number 5 in the image)

3) To send to contacts to which a specific tag has been added, select Tag added. (number 6 in the image)

Note: The tag must be added to the contacts after the rule is set up.

Adding actions:

Actions are events in systeme.io that occur after a trigger is activated.

To add actions, click on the "+" blue button next to "Action". (number 7 in the image)

Select an action from the "Add action" list according to your use case.

Example: You would like to automatically send an email to a prospect after they register using one of your forms.

Select the "Send email" action, then create an email by clicking on the " + " icon. (number 8 in the image)

It is important to save the automation rule by clicking on "Save Rule". (number 9 in the image)

Important: You can also create automation rules directly from within the sales funnel:

Please note that a trigger can only be activated a maximum of 20 times by the same contact. After the 20th time the trigger will be deactivated, and automation rules and workflows will be disabled for that contact.

Updated on: 21/06/2025