Hey guys I'm Natasha from the Systeme.io team
and in this online training I'm going to show
you how to use Systeme.io to launch and run
your online business in this first video
we're going to run through the different
features that are available on our platform
firstly you'll see the main dashboard
as soon as you log into your account
you'll be able to view any new leads any new
sales as well as live updates about your business
then if you look under dashboard you'll be able
to view an affiliate dashboard as well now if
you're an affiliate marketer or you promote other
people's products all of the details of those
sales will be presented here underneath affiliate
dashboard we have a Marketplace this is where you
can list your own offers to be promoted by other
affiliate marketers as well as view any offers
that are available to promote it's actually really
cool next we have contacts this is where you can
add and manage your contacts as well as create
tags for your contacts now remember guys in the
system we use tags to segment our audience it
is so much easier to do and a ton more effective
after that you'll see funnels now this is where
you can build and manage your sales funnels
these are the pages you create for your business
including sales Pages order Pages upsell Pages you
name it and there are loads and loads of templates
for you to choose from to make it an easy process
after that we have emails where you can
create and manage any emails including
newsletters as well as automatic campaigns
that you can send to your audience there's
also detailed statistics based on your
email marketing that you can view here
blogs is where you can create and manage your blog
posts and content marketing automations includes
rules and workflows which will automate your
entire business making it so much easier to run
finally in product and sales we've got physical
products remember if you'd create an electronic
product you actually created right on the payment
page I'll show you in a later video then there
are also coupons where you can create coupon
codes orders to manage those physical products
transactions which tracks any payments that have
gone through subscriptions with stripe and PayPal
as well as affiliate invoices that help you
manage your affiliates then here you'll be
able to view and create courses as well as
course bundles where you can if you'd like
create four different courses put them together
in a bundle and sell them for a discounted price
students is where you can manage anyone who has
purchased your courses as well as give them access
to these courses whether they've bought it and for
free you can do both and then finally my affiliate
program is where you can manage and run your
own affiliate program how awesome is that guys
now there are lots of different features here and
it's really easy to use we get great feedback all
the time if you are struggling at any point you
can get help by clicking on the help button here
if you have any questions you can easily contact
our support system through this little chat button
here let's go to the next video where I'm going
to show you how to manage your contacts Within
Systeme.io the first feature of system.io is the
ability to grow your email list so once someone
has opted into your contact list their contact
will appear here you can add them manually too all
you need to do is create contact and then input
the information you can also add custom Fields
but the thing that you should do right at the
start is actually create tags now remember guys
in Systeme.io we don't use lists we use tags to help
us segment our contacts it's actually much easier
than running and managing multiple lists so let's
create a new tag together simply select add new
tag and for example say that you've got an opt-in
form on your blog you can call this block leads
select save and there you go there is your tag
as easy as that it's so simple to do now let's
go back to contacts on the side here there are
plenty of filters that you can use to search
through and find different contacts you can also
run maintenance actions add tags remove tags and
subscribe contacts to your email campaigns let's
create a new contact together simply create
contact and then you're going to fill in all of
the things you need to for example testing testing
one two three four could be the email address you
can fill in all of their details and here you can
even select a tag to tag that contact with click
on Save and there you have it your contact is now
on your list you can also import your contacts
from any other email responder you have used
simply select import contacts and follow the
instructions now remember when you're importing
contacts you can only import the contacts that
have given you permission to send them emails no
email addresses that you have bought if there are
any discrepancies we will see it and your account
might get blocked so it's a good idea to make sure
that you clean up your list before you import it
to import your contacts you just follow these
instructions you select here choose the CSV file
with your contacts and then you can even select
a campaign or a tag to tag those contacts with
how easy is that guys so simple it's very easy and
very practical to use this contact functionality
you can import your contacts or create forms so
that people can opt in to your list and you can
do it with or without double opt-in confirmation
that's up to you in the next video I'll show you
how to create sales funnels how to build your
email list and how to sell your products with
system.io after managing your contacts the
main feature on Systeme.io is building entire
sales funnels in just a few clicks to do this
select funnels on your dashboard and this is
where any funnels that you have created will
appear you can filter them based on whether
they're active or inactive as well as search
any of the terms you've used in their name
let's create one together I'm going to call this
a test funnel now there are four different funnel
templates for you to choose from where you can
build your email list sell your products or
Services a custom one which helps you start
from zero so there are no Pages as well as
running Evergreen webinars to automate your
business I'm going to select custom for today
then here this is where you can choose any
currency that you would like to use for your
funnel there are plenty of options to choose
from so there's definitely one here that will
suit you I'm going to stick to the US dollar for
today simply click on Create and there you go
your funnel has been successfully created it's
really that easy now as you can see there are
no funnel steps here yet except for an inactive
page let's go ahead and create a step together
simply click on Create and name your page I'm
going to call this a squeeze page and then I'm
going to use the squeeze page as the type of page
click save and there you go squeeze page created
this little icon over here means that you haven't
chosen a template yet as you can see guys there
seriously are loads and loads of templates
for you to choose from and you can start with
nothing as well as that's what you prefer but for
today I'm going to go ahead and select this one
let's take a look at the dashboard for these
funnel steps over here this is the step
configuration where you can change the name as
well as look at the URL path and then get a very
handy link to this page next we have automation
rules where you can set up automations to make
this whole process so much easier a b tests is
where you can test different versions of that page
stats this gives you detailed statistics on all
of the pages in your funnel including page views
the opt-in conversion rate as well as the
conversion rate for your sales and revenue
sales does the same but it focuses just on how
many products have been sold and then finally
deadline settings this is a newer feature where
you can create a deadline funnel so if you have
a time limited offer you can actually set it up
so that as soon as that time limited offer is
over people are automatically redirected to your
inactive page so that they can't take advantage
of that offer anymore it's a great way to push
your prospects to convert sooner now let's go
ahead and add another page I'm going to call this
one a thank you page and then I'm going to select
opt-in thank you page as the type click on Save
and there you go the second page has been created
now this little triangle again means that you need
to select a template so let's go ahead and select
this one as you can see guys you're free to change
the order of your steps to whatever you need it
to be but let's take a look at this inactive
page it's a really really useful page to have
this inactive page is really convenient if you
have a time limited offer so when time runs out
you can deactivate the entire funnel and all of
your leads will be redirected to this inactive
page and then you can add an opt-in form here
so that you can use this inactive page to still
gather leads especially useful if you've just
had a big launch with your Affiliates click save
changes and exit remember to save guides it's
really important if you select here you'll be
able to change the sales funnel settings you
can change the name of the funnel as well as
change the funnel domain if you have any others
registered here is the currency and then once you
register your stripe and PayPal account you'll be
able to toggle between the payment methods here
click on Save if you would like to add a custom
domain to your profile simply select your profile
go to settings and follow the instructions from
there in the next video I'm going to show you how
to create a sales funnel specifically built
to help you grow your email list hey guys in
this video I'm going to show you how to build
a sales funnel that is specifically designed to
help you grow your email list we're going to
go ahead and create a new funnel together so
select funnels and then click on create this time
we're going to call it a list building funnel and
then we're going to select the option build
an audience however you don't actually need
to select this template you can select any of
the templates and then edit it later I'm going
to stick to using the US dollar for my currency
and I'm going to click on Create and there you go
our list building funnel has been created for the
squeeze page let's go ahead and select a template
I'm gonna choose oh I'm gonna choose this one
it's a really good one and then let's select
a template for the thank you page as well I
like this one and done now let's go back to
the squeeze page you want to set it up so that
when someone opts into this squeeze page they're
automatically tagged right so that you don't have
to go in and do it manually so let's go ahead and
check out the automation rules and create one
together select add Rule and then we're going to
select funnel form subscribed now these triggers
are available because of the page that you're
working on obviously if you create your Automation
in automations there will be far more options I'll
show you a bit more about that in a later video
but for now select funnel step form subscribed
then we need to add an action to this trigger and
we're going to say add a tag and then we're going
to choose the tag we created earlier blog leads
simply select save Rule and there you go your
automation step has been successfully created
on this page it's as easy as that now you can
also go and view this rule if you select here but
for now let's stick to this you can also create
another step like an opt-in form that could appear
on top of your blog so let's go ahead and select
create step and this one is going to be opt-in
form and let's say we're going to choose between
an inline form or a pop-up form for today I'm
going to choose an inline form select save and
there you go there's another bunch of great
templates here I'm going to choose this one
and there you go it's all done we are going
to go ahead and edit this page I'm going to
show you how easy it is to actually
edit all of the elements on this page
system uses a really fantastic drag and drop
editor on their pages and on their emails which
makes building your pages and your emails so so
simple as you can see you simply select whatever
you would like whichever element you want to edit
you can send all the text on it if you choose you
can change the color of certain elements if that's
what you would like so turn this from being red to
a yellow button you can also add elements quite
simply by dragging and dropping them to wherever
you'd like to place them on system you can upload
your files and there is no limit to how many files
that you can upload really we give you all the
space you need but for now you can just select
that and there you go you can add your image in
whenever you want to it's a placeholder here when
you are editing a page we recommend that you use
columns the reason for this is because it keeps
all of the elements on your page really well set
out so that none of them are in the way and that
they're perfectly spaced as you can see you can
drag and drop these elements into the different
places on this and it looks really really tidy
an awesome way to make sure that your design
is effective another thing that's important to
consider is whether these elements are visible and
optimized for both desktop and mobile that means
if somebody is reviewing this page on a desktop
computer or on their mobile phone they'll be able
to see all of these elements you can also choose
to make some of the elements invisible to them
depending on what device they're using select save
changes and there you go your opt-in form has been
created that's how easy it is to build a simple
sales funnel to increase your email list guys
seriously just a few clicks just a few minutes
in the next video I'm going to show you how to
sell products and make money by creating a sales
funnel hey guys in this video I'm going to show
you how to create a sales funnel to make money and
help you sell your products it's actually really
easy go into funnels and then we're going to
create another funnel together simply click create
and this time we're going to call it sales funnel
and then we're going to select sell a product
or service but remember guys you can choose
any one of these funnel templates and edit it
after the fact I'm going to stick with the US
dollar as my currency click on Create and there
you go now you'll see that the default for this
funnel template is an order form and a thank
you page now let's select an order form template
there we go I quite like this one and then
let's quickly select one for the thank you
page as well and this one's really cool because
it actually gives you a recap of your order
back to the order form though so guys in
order form this is pretty much a payment
page where people who are visiting your website
can enter their payment details and pay you you
can also connect your payment gateways stripe
or PayPal by selecting here another way to do
this is to go into your profile select settings
and then go into payment gateways there as well
what we're going to actually do before we do
anything else is create a sales page so let's go
ahead and call it sales page and then select sales
page from the page type click on Save we're going
to put that sales page right at the beginning
of our funnel and let's select a template
there we go this one's quite good we want
to connect this sales page to the order
form so we're going to go into the editor
and ensure that it automatically goes to
the next page when any of your customers
or potential customers click on those ctas
you can fill in all kinds of information
here it's a really really detailed page
but then as you can see there are some
places where your leads can click through
you want to select the button and then you're
going to get them to go to the next step URL
gotta do this for all the buttons guys
two more let's make sure
they go to the right place
and there we go all done click on Save changes
it's really important and then we're going to exit
now that we've edited let's take a look at what
this page will look like for any of your viewers
they'll read about your offer go through
all of the information you've given them
and then maybe they decide that they'd like to
opt in to your fantastic offer we'll select click
here and there you go they'll be automatically
redirected to your order form it's as easy as that
another powerful thing that we suggest you do with
your funnels is ADD upsell so let's go ahead and
create an upsell step we're going to call this
upsell one and choose upsell as the page type
and there we go let's choose a template for
the upsell select this one and we're going to
move it ahead of that thank you page another thing
that we suggest you do is add down cells as well
select create step we're going
to call this one down cell
I'm going to choose a down cell
from the page type click on Save
and choose a template
move that up ahead of your thank you page and
then let's go through what will happen as soon
as viewers are entering into this funnel they'll
see your sales page decide to opt in to your offer
be redirected to the order form where they can
fill in all their details for purchase then as
soon as they are finished that they'll be
given and presented with the first upsell
where you can offer them a higher ticket offer
now if for example that lead or customer says
no to your upsell they'll be presented with a
downsell which is perhaps a cheaper version or
a subscription version of your high ticket
offer and then after all that they'll be
redirected to your thank you page you can create
as many upsells and down cells as you would like
in just a few minutes and clicks we've created
an entire sales funnel I'm going to show you
one last thing digital products on the system.io
platform let's go ahead and look at this order
form as you can see over here we have something
called resources system has found that managing
your digital products through resources is so much
easier to do the reason for this is because there
are automations built into this page that will
make your life so much easier for example if
someone asks for a refund for one of your products
they will have their access to that electronic
product automatically removed just because it's
built into the page like this so guys resources
are any digital products that your customers
get access to could be a course or a course
bundle which is several courses put together for a
discounted price a tag or even a physical product
you can also choose the price plans this
works for subscriptions too and products
like membership sites in your online courses it's
really convenient and easy so let's go ahead and
select a membership course you can then over
here choose any course that you've created for
example the real estate course and you can
give them full access or drip that content
here you can choose if there is a payout delay
for your Affiliates if you're promoting this offer
through them as well another thing we suggest you
do is add tags to all of your customers as soon
as they purchase your products this is so that
if you promote that offer and that product to
your email list again you can tag those customers
who've already opted in guys it's really important
always tag your customers this way you'll send the
right emails to the right people at the right time
and make more money and that's all guys for
Building Sales funnels with system but we've
seen how to manage contacts and sales funnels
I'm going to show you how to send and manage
emails on system.io and of course you want to
send emails and make use of email marketing
so on system there are two main functionalities
under emails newsletters and campaigns let's go to
newsletters a newsletter is an email that you send
manually to your contact list you can choose which
tags to include and exclude and edit all kinds
of details let's go ahead and create one together
say that this is perhaps an email
about a new offer for September
you can change your standard name to whatever your
name is and then change your sender email address
I'm going to use natasha.pinto.com now we do have
a visual editor for your emails with two fantastic
templates but we suggest that you use the classic
editor remember guys it's been proven that plain
text emails convert better because they don't
look like a commercial email select create and
there you go your email has just been started here
is where you can put in any text you would like
hey there I would like to dot dot dot whatever you
want to write over here you can add attachments
yeah you can choose to include tags and over
here you can exclude whichever tags you like
and there are a list of available substitutes to
make your email extremely personalized and more
likely to convert over here is a really useful
tool you have the option to exclude people
who've subscribed less than however many days
you would like this is a great idea if you've
got an automated email campaign already running
that you've sent to New Leads you can select
however many days you want it to be you can save
and send a test email or save and schedule this
newsletter so let's go ahead and click on that
and there you go your email is saved and scheduled
now let's go take a look at our campaigns now
as you can see I haven't got any campaigns so
let's create one together let's say that
this campaign is for a five-day coaching
course over here you can add a description as
well click save campaign and there you go to
edit this campaign simply select it and then we
can go ahead and add an email to this campaign
the sender name is going to be the same as the
others I'm going to stick to using my email
address and then perhaps this is the first step
on an automated email sequence that you want to
offer a product on I'm going to select the classic
editor again and click create here you can add any
text you would like for example here is your
freebie if you're going to give them a free
bit of content first you can add any attachments
you like save and send a test email Simply Save
the email or save and publish it it's really up
to you what is important to note is that here in
your sender email address you cannot use Gmail or
Yahoo email addresses this is because of the dmarc
policy where they do not allow you to send from
those addresses because it's not from their server
it's also really bad for your deliverability so we
strongly suggest that you purchase your own domain
name they're available online for like seven to
ten bucks a year and then you can create a mailbox
and create an email address with your domain
name to seriously increase those conversions
let's click on save for this email and then
let's go ahead and take a look at this last
option on emails statistics this email dashboard
gives you detailed analytics on all of the emails
that you've sent and created it's very important
you can see the exact number of emails that have
been sent the percentage of how many of those
have been opened the percentage of spam reports
for each opened email now these spam reports
mean that someone has manually gone and selected
report this mail as spam and then the average
percentage of bounced emails which has to do with
poor deliverability remember there are two main
features in this email functionality newsletters
which are manual and campaigns which are automated
emails now I have some extremely important
advice for you when you get started don't make it
complicated for yourself create an email campaign
write down an outline the first email could be
hello the second email could be some content
the third you could respond to an objection
the force Etc plan that outline you can make
it last for five days or even up to two weeks but
remember don't make it too long because it's very
hard to create then and even more difficult to
maintain then you can spend an afternoon or two
writing those emails and setting them up as soon
as that's done you are good to go remember guys
done is better than perfect once it's set up this
email campaign will work on autopilot for years
and you can always go back and edit it to improve
it the point is you've got to start as soon as
possible don't delay another thing that we advise
you to do is send email newsletters regularly set
up a schedule and stick to it whether it is one
email weekly bi-weekly or even monthly don't stop
sending emails for a month or more and then to try
to come back people will have forgotten you I'll
see you in the next video where I'm going to show
you how to use the stem to automate your business
hey guys in this video I'm going to show you how
to automate your business using system.io there
are two main features in automation we have
rules and workflows let's start with rules
automation rules are the simplest feature
to automate your business you can filter
them based on their trigger type and action
type as well as whether they are active or
not as you can see my list of rules is empty so
we're going to go ahead and create one together
select add a rule and then you are going
to create a trigger so an event that occurs
as you can see the triggers
available are tags added and removed
form subscribe to campaigns completed webinar
registration enrollment and courses and course
bundles new sales email links being clicked and a
page visited let's go with a new sale for this one
you can select which funnel you would like this
new sale to come from and then which funnel step
you would like this to come from then you're going
to create an action they can be subscribing or
unsubscribing from a campaign adding or removing
a tag sending emails to specific email addresses
as well course enrollment and web hooks I'm
going to choose to add someone to a campaign
and this is the campaign I'm going to subscribe
them to now what's really awesome is that you
can create multiple actions for a single trigger
so another one is you could possibly add a tag
to your contact and for example this one might
be product a customer for now let's just stick
to blog leads the one that we've already created
another action that you should consider adding to
this kind of a trigger is to send an email to
a specific email address this is particularly
useful if you have multiple members of your sales
team who need to be notified whenever a sale is
made let's go ahead and look at workflows select
workflows as you can see there are no automations
here yet so let's go ahead and create one together
simply click create give your workflow a name and
there you go it's ready and waiting for you to
edit select the workflow you want to go into
and then you can build from here using this
beautiful visual editor which makes workflows
which are sometimes a complicated process far
easier to understand you use them to automate
your business and how contacts are managed inside
it let's create our first trigger let's say that
a funnel form has been subscribed and we're
going to use it from The Squeeze page of our
test funnel click on create and there you go
next what you can do is add an action delay
or decision so perhaps a few days after that
funnel form has been subscribed you can get the
next step to start we want to delay so that you
do not inundate your audience members create and
there you know there you go you'll wait three
days before the next thing happens and now you
for example you could apply a tag remove a tag
enroll them in a course or even subscribe them
to a campaign so let's select subscribe them
to a campaign and there's the campaign we're
going to subscribe them to finally what you
can do here is create a decision you have
many different options based on contact Fields
tags email clicked and created and contact state
let's say that we're going to opt for a tag and
this contact could be tanked with blog leads
the other decision could be that they decide
not to be tagged with blog leads and then
two different things will happen based on those
conditions let's click create and there we have
our option now based on this decision you
can create another action if they've opted
into that tag you can then unsubscribe them
from that campaign because it could mean that
they've opted into your course click on Create
and there you go it really is as easy as that
now let's go take a look at our automation rules
again I want to show you something quite important
let us add a rule remember the trigger from before
it could be funnel step form subscribed from the
sales funnel from the thank you page then you
can create something called a web hook sending
web hooks is a technical but very powerful
thing that you can do this gives you the
ability to communicate with another application
like zapier you can use webhook's information to
integrate to other applications so you could
configure zapier to communicate with another
application like a CRM or even twilio so that you
can send automatic sms's to your customers as soon
as they've purchased the possibilities really are
infinite here and our zapier integration is fully
operational if you ever need any support you can
always check out our Facebook group and ask your
question there our community is very very helpful
you can also contact our support team through
the chat space here hey guys in this video I'm
going to show you how you can use system.io to
create membership sites and sell online courses
now selling online courses is actually really
profitable but it used to be a difficult process
you'd have to struggle with WordPress plugins and
try to connect your content but now tools like
stripe and PayPal have made it so much easier so
to do this all you need to do is go to products
and sales and then simply click on courses
as you can see I haven't got a course here yet
so let's go ahead and create one together add a
new course I'm going to call this one the real
estate course and you can add a whole bunch of
details here including the description changing
the domain changing the theme and any of the font
that you would like but for now let's leave these
default settings here click on save as you can see
this page is empty but that's because I haven't
added any modules we have no curriculum set up yet
so let's add a module together I'm going to call
this one module one click on Save and there you go
first module created as easy as that now you can
go ahead and add lectures to each of these modules
type in the name of this one let's call this chap
door one the foundations now you can choose to
delay this content so for example release a
different lecture after seven days and then
there are two page templates to choose from I'm
going to select this one and click on Save and
there you go our first lecture has been created
now the first thing I like to do with these
pages is actually move the heading up to the top
lecture one how I became a millionaire here you
can add your videos it's very easy now it's also
a really good idea to make sure that your content
is super catered to your audience so here right
under the video you can add a list of resources
and then if you'd like you can choose to include
them in a bulleted list and there we go the cool
thing about this is our drag and drop editor
makes it super easy you can go ahead and change
the text color the icon color you can change
the icons themselves if that's what you choose
see look here we go I'm going to make my icons
Orange and then here you can add all of the
resources your students will need select save
changes and then exit and there's your first
lecture ready to go now a super easy feature here
is that you can duplicate this lecture which means
that instead of going ahead and setting up a
whole second lecture you can merely use this
one so let's go ahead and edit on the inside
so this one instead of being lecture one it's
going to be lecture two how I became a millionaire
this one can be how you can become a millionaire
you can become a millionaire there we go and
then you can obviously change the video you've
included and change the resources simply click
on Save and there we go now let us edit the
name of this one so instead of saying chapter one
it'll be chapter two we'll call it the next step
and we can remove that thing that says copy there
and there you have it your second lecture has been
created how easy is that you can choose to drip
this content here or what you can do is on the
payment page itself so when you connect this
to your sales funnel you can give two options
one for the whole course all in one and one for
dripped content and that means anyone who opts for
the dripped content will have the content dropped
after seven days and anyone who opts with a full
course will have access to all of the lectures
it's really that easy guys let's go ahead and
add another module so we're going to call this
one module two foreign click on Save and there
we go module 2 is ready now just like I copied
that earlier lecture I'm going to copy it again
I'm going to open module 2 I'm going to just drag
that copy there which means that I can change this
to an entirely different name to make sure that
it all fits and flows it's really that simple
guys you can add as many modules as you like as
many chapters so as many lectures as you like
it really is up to you in just a few clicks
we have literally created your online course
it's that simple so to sell access to these
lectures you go to your payment page you add
it as a resource with access to this membership
site and you can decide if it's dripped or full
and you can actually give people free access
as well that's how awesome system.io is and
that's it guys for online courses remember
if you need help you can always go to our
Facebook group ask your question there our
community is full of super helpful people
they'll be thrilled to assist you you can also
ask directly go ahead and contact our support
team via this chat space in the corner good
luck take care and here's to your success guys