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Articles on:Sales funnels
Create and optimize sales funnels to boost conversions

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  • How to create an order form/payment page
    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" fromPopular
  • How to create a funnel
    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. (https://storage.crisp.chat/users/helpdesk/website/-Popular
  • How to trigger custom code on the "webinar started" event
    In this article, you will learn how to use the "webinar started" event. It helps you to run your custom code when the webinar starts. You will need: a systeme.io account a webinar funnel Open the page editor of the webinar broadcast page Click the " Settings " button. (https://storage.crisp.chat/users/helpdesk/website/-/e/0/4/0/e040baa3714b980/9487cPopular
  • How to create and configure a price plan
    In this article, you will learn how to create and configure a price plan. To get started, you will need the following: an active systeme.io account a funnel a payment page To create a price plan for your digital offer, first click on your order form, then once on this page you must choose "Digital product" between the two different offer types available. (number 1 in the image) Next, click on "Create digital product" to create a new digital product. (numberPopular
  • How to activate a funnel
    In this article, you will learn how to activate a sales funnel. What you will need: a systeme.io account a deactivated sales funnel Go to the "Funnels" tab (number 1 in the image). Click on the drop-down menu (number 2 in the image), and choose "Inactive" as your search filter. Next, click on "Filter" to display a list of inactiveFew readers
  • How to deactivate a funnel
    In this article, you will learn how to deactivate a funnel. To get started, you will need : a systeme.io account a sales funnel Navigate to the "Funnels" tab in the menu (number 1 in the image) to display your list of funnels. Locate the funnel to deactivate, click on the 3 dots (...), and then on "Deactivate" (number 2 in the image).Few readers
  • How to trigger automation rules when a customer buys your order bump
    In this article, you will learn how to trigger automation rules when a customer buys an order bump What you will need : a systeme.io account a payment page (How to create a payment page) an order bump (How to add an order bump on the payment page) To automate the triggering of severFew readers
  • How to configure links between funnel pages
    In this article, you will learn how to link different pages of a sales funnel. To get started, you will need the following: an active systeme.io account a sales funnel Sample funnel sequence The example funnel we will be creating will have the following sequence: Squeeze page Sale page Payment page Upsell Downsell Thank You page Connecting the squeeze page to the sales page On the squeeze page, click on the form's button to display iFew readers
  • How to create a coupon code and insert it into your order form
    In this article, you will learn how to create a coupon and insert it into your order form (payment page). You will need : a systeme.io account a sales funnel (How to create a funnel) an order form (How to create an order form) 1. Creating a coupon: Navigate to the "Products" tab (number 1 in the image),Few readers
  • How to change a page's URL path
    In this article, you will learn how to change a systeme.io page's URL path. What you will need: a systeme.io account a page Go to "Funnels" (number 1 in the image) and click on the funnel that has the page with the URL path that needs to be changed (number 2 in the image). In the URL Path field, update the URL pathFew readers
  • How to connect a sales funnel or a page to your website
    In this article, you will learn how to connect a funnel or page created in systeme.io to an existing website (i.e.: WordPress). You will need the following: a systeme.io account a sales funnel with at least one page (create a new funnel) On your website, create a link or button that redirects to a custom URL. In systeme.io, copy the URL to your funFew readers
  • How to automatically allow one of your customers access to your community
    In this article, you will learn how to grant a customer access to your community automatically after making a payment. To get started, you will need the following: a systeme.io account a community (Learn how to create a community) a sales funnel (Learn how to create a new funnel) an order form ( Learn how to create an order fFew readers
  • How to share a page
    In this article, you will learn how to copy the link of a page created in systeme.io and share it. What you will need: a systeme.io account a funnel (How to create a funnel) a page created in a funnel Go to the "Funnels" section and click on the funnel which has the page you want to share (numbers 1 & 2 in the image). (https://storage.crisp.chat/users/helpdesk/websFew readers
  • How to add an order bump to an order form/payment page
    In this article, you will learn how to add an order bump to your order form/payment page. To get started, you will need the following: a systeme.io account a sales funnel a payment page Begin by navigating to the payment page where you wish to add the order bump. Next, click on "Add order bump". New fields will appear for configuring yoFew readers
  • How to delete a funnel
    In this article, you will learn how to delete a funnel. What you will need: a systeme.io account a funnel to delete On the menu bar, click on "Funnels" (number 1 in the image). Locate the funnel you want to delete, click on the 3 dots (...), and then on "Delete" (number 2 in the image). (https://storage.crisp.chat/users/helpdeFew readers
  • How to change the favicon of my pages
    In this article, you will learn how to change the favicon of your pages. You will need: a systeme.io account a favicon (32*32 PX) as the ideal size First, click on your profile picture, then click on "Settings" (number 1 in the image) To display the settings for the domain name you wish to add a favicon to, click on "Custom domains" (Few readers
  • How to create a sales page
    In this article, you will learn how to create a sales page. What you'll need : a systeme.io account a sales funnel Go to the funnel on which you would like to add a sales page, then on the left side of your funnel pages menu, click on "Add step" (number 1 in the image). From the "Type" field, select "Sales page" (number 2 in the imaFew readers
  • How to create an upsell and a downsell
    In this article, you will learn how to create an upsell and a downsell. What you will need: a systeme.io account a funnel Go to the sales funnel on which you want to add an upsell or downsell page. On the left side of your sales funnel pages menu, click on "Add step" (number 1 in the image). On the "Create funnel step" popup, select "Few readers
  • How to create a thank you page
    In this article, you will learn how to create a thank you page. What you'll need: a systeme.io account a sales funnel Go to the funnel on which you would like to add a "thank you" page, then on the left side of your funnel page's menu, click on "Add step". (number 1 in the image) From the "Type" field, select "Thank you page"Few readers
  • How to create a deadline for a sales funnel
    This guide will walk you through the process of setting a deadline for a sales funnel. To get started, you will need the following: a systeme.io account a sales funnel (How to create a funnel) The Deadline feature allows you to offer a special deal for a limited time. After activating this feature within your funnel, you'll need to define the page's access timeframe in the time limit settings.Few readers
  • My funnels are gone
    In this article, you will learn how to find funnels that have disappeared. You will need: a systeme.io account an inactive funnel On the menu bar, click on "Sales funnels" in the "Websites" section (number 1 in the image). In the search filter field, select "Inactive" (number 2 in the image), and then click on "Filter" to dispFew readers
  • How to build your contact list using a sales funnel
    In this article, you will learn how to build your contact list using a sales funnel. You will need: an active systeme.io account a sales funnel a squeeze page Step 1: Creating a form 1.1. Creating a form on a page Open the Editor of your squeeze page by clicking "Edit page" button: Find the "Form input" element among the avFew readers
  • How to change a funnel's domain name
    In this article, you will learn how to change a funnel's domain name. What you will need: a systeme.io account a domain name connected to systeme.io a funnel you created (How to create a new funnel) Go to the "Funnels" tab (number 1 in the image) Click on the funnel for which you would like to change the domain name (number 2 in the image). (https://storage.crisp.cFew readers
  • How to share a sales funnel
    On this page, you will learn how to share a sales funnel from one systeme.io account to another. You will need: a systeme.io account a sales funnel Go to the "Funnels" tab, and click on "Share" on the sales funnel you want to share. A popup will appear containing the URL of the shared funnel and a button that allFew readers
  • Is it possible to change the currency of an existing sales funnel?
    In this article, you will learn how to change a funnel's currency. There are cases when you may want to change the currency of an existing sales funnel in systeme.io. For example, you might have created a funnel with the U.S. Dollar currency "$", but now want to change it to Euro "€". Changing the currency Open the funnel you wish to modify, and click on the "Funnel settings" button (number 1 in the image). On the "Edit funnel" popup that appears, select the new currencyFew readers
  • How to set up an A/B test
    In this article, you will learn how to set up an A/B test using systeme.io. To get started, you will need the following: a systeme.io account a sales funnel (see how to create a new funnel) First, you will need to create two pages within the same funnel. These will be the two variants of your split test. To create an A/B test between "Variant A" and "Variant B", bothFew readers
  • How to set up a free trial
    In this article, you will learn how to set up a free trial for multi-payment or subscription plans. To get started, you will need the following: a systeme.io account a payment page When creating a subscription or multi-payment price plan, you can offer a free trial period to your customers before they make their first payment. To learn more about how to create and set up a price plan, click here (https://help.systeme.io/en/article/how-to-create-and-configure-a-priceFew readers
  • How to change the default currency of your offers
    In this article, you will learn how to change the default currency for your payment pages. Go to your profile picture, click on "Settings" (number 1 in the image), then on "Payment pages" (number 2 in the image). Change the "Default currency" as needed (number 3 in the image). IMPORTANT: The new default currency you select in the payment page settings wiFew readers
  • How to activate payments by Stripe or Paypal
    In this article, you will learn how to activate payments by Stripe or PayPal. You will need : a systeme.io account a Stripe account a PayPal account Click on the "Funnels" tab to access your funnels (number 1 in the image). Click on one of your funnels and then click on "Funnel settings" (number 2 in the image). Check the box "CrFew readers
  • How to create a "Link in bio" page
    In this article, you will learn how to create a "Link in bio" page. You will need: a systeme.io account a funnel Go to the funnel on which you would like to add a "Link in bio" page, then in the panel on the left, click on "Add step". (number 1 in the image) From the "Type" field, select "Link in bio". (number 2 in the image)Few readers
  • How to delete a price plan
    In this article, you will learn how to delete a price plan. What you'll need: a systeme.io account an order form (How to create an order form) a price plan (How to create and configure a price plan) If you wish to delete a price set up on an order form, simply go to the order form on which thisFew readers
  • My domain name is not approved
    In this article, you will learn how to identify why your domain name has not been approved by systeme.io and how to address this issue. To get started, you will need the following: a systeme.io account a domain name added to your systeme.io account Checking the status of your domain If the domain you have added to systeme.io has not been approved yet, you will need to verify whether the CNAME records have been correctly adFew readers
  • How to set up an inactive page on a deactivated sales funnel
    In this article, you will learn how to set up an inactive page on a deactivated sales funnel. You will need: a systeme.io account a deactivated sales funnel (How to deactivate a funnel) It is recommended to set up an inactive page on a deactivated sales funnel if you have been sharing your sales funnel on social media. This page helps visitors understand that although the funnel is no longer available, they can stillFew readers
  • How to move, duplicate & delete a page from a sales funnel
    In this article, you will learn how to move, duplicate & delete a page from a sales funnel. What you'll need: a systeme.io account a page in a sales funnel 1. To move a page from one sales funnel to another: Go to the "Funnels" tab (number 1 in the image) and click on the sales funnel which has the page you want to move (number 2 in the image). (https://storage.crisp.chat/users/helpdesk/website/-/f/2/0/d/f20d7fd87b52f000/c7a9e032-d576-4f93-b4ba-9befe9xFew readers
  • What is a two-step order form ?
    This article will explain what a two-step order form is and how to configure it on systeme.io. You will need : a systeme.io account a sales funnel an order form A two-step order form requires that customers first submit their contact information before proceeding to the payment details step. Using this method, their contact details will be added to your email list, even if they do not finalize their payment. Note: A two-step order foFew readers
  • How to create a squeeze page
    In this article, you will learn how to create a squeeze page. You will need: a systeme.io account a funnel Go to the funnel on which you would like to add a squeeze page, then on the left side of your funnel pages menu, click on "Add step". (number 1 in the image) From the "Type" field, select "Squeeze page". (number 2 in the imageFew readers
  • The difference between an upsell and an order bump
    In this article, you will learn the difference between an upsell and an order bump and how to integrate them in systeme.io. Upsell An upsell is about offering a second buying opportunity or improving your customer's initial buying experience. After purchasing the first product, your customer can purchase the proposed upsell without having to re-enter their bank details. To learn more about creating an upsell, refer to the following article (https://help.syFew readers

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