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Systeme.io

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

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