How to create a funnel in Systeme.io – step-by-step visual tutorial

How to Create a Funnel in Systeme.io (In 7 Easy Steps)

If you’re wondering how to create a funnel in Systeme.io, you’re not alone. I remember the first time I heard the word “funnel” — it sounded so technical, almost intimidating.

But here’s the truth: building funnels doesn’t have to be hard. In fact, with Systeme.io, it’s actually fun.

In this guide, I’ll walk you through exactly how I create high-converting sales funnels using this all-in-one platform.

Whether you’re just starting with affiliate marketing, selling a digital product, or building an email list — this is for you.

Let’s dive in.


What Is a Funnel, and Why Does It Matter?

A funnel is simply a step-by-step journey you design to turn visitors into leads, and leads into buyers.

You guide people through this journey using pages like opt-ins, sales pages, order forms, and thank-you pages.

Still unsure what a funnel is?

Check out my pillar article on what Systeme.io is for the big picture.


Why I Use Systeme.io to Build Funnels

Before discovering Systeme.io, I was juggling WordPress, email marketing tools, landing page builders, and affiliate plugins — and it was exhausting.

With Systeme.io, I can:

  • Build unlimited funnels (even on the free plan)
  • Automate emails and sequences
  • Create upsells and order bumps
  • Track conversions easily
  • And manage everything in one dashboard

If you’re building a business on a budget, Systeme.io is a no-brainer.

“Want to know if it’s really worth it? Read my in-depth Systeme.io Review.”


How to Create a Funnel in Systeme.io (Step-by-Step)

Step 1: Log into Your Systeme.io Dashboard

First, sign up (it’s free) or log in to your account.

Don’t have an account yet?

Once you’re in, head to Funnels from the main menu and click Create.


Step 2: Choose Your Funnel Goal

Systeme.io gives you four funnel types:

  • Build an audience (for list building)
  • Sell (for digital or physical products)
  • Run evergreen webinars
  • Custom (fully manual setup)
How to create a funnel in Systeme.io dashboard
Systeme.io dashboard to start building your first funnel

For affiliate marketing or lead generation, I always go with Build an audience.


Step 3: Name Your Funnel and Set the Currency

Name it something meaningful, like “Free Ebook Funnel” or “7-Day Challenge.” Choose your preferred currency — USD, EUR, etc.

Then click Create.


Step 4: Design the Funnel Steps

By default, Systeme.io will create two steps: Squeeze Page and Thank You Page.

You can edit each step with the drag-and-drop builder. Here’s what I usually do:

Squeeze Page:

  • Add a compelling headline
  • Insert a video or image (optional)
  • Embed the opt-in form
  • Add a call-to-action button

Use scarcity and value in your copy. Make it irresistible.

Thank You Page:

  • Thank your new subscriber
  • Offer a bonus or upsell
  • Give instructions on what to expect next

You can add more steps like Sales Page, Order Form, Upsell, or Downsell anytime.


Step 5: Customize the Page Design

Systeme.io’s editor is simple. You can:

  • Drag blocks like text, forms, buttons, images
  • Choose from high-converting templates
  • Add timers, testimonials, or videos

Keep your design clean and mobile-friendly. A responsive layout is non-negotiable.


Step 6: Connect to an Email Campaign

If you’re building a list (you should be), go to the Automation Rules tab of your opt-in page.

  • Add a new rule: “When form is submitted”
  • Action: “Subscribe to campaign”

Choose or create your email campaign — and boom, you’re ready to follow up on autopilot.


Tips to Make Your Funnel Convert Better

Here are some funnel optimization tips I learned through testing:

  • Use social proof: Add real testimonials or numbers
  • Minimize distractions: Keep the page focused
  • Use scarcity: Limit time or number of bonuses
  • Track everything: Use Systeme’s built-in stats
How to create a funnel in Systeme.io with real testimonials
How to create a funnel in Systeme.io with real testimonials

Also, try to keep your funnel short. Every extra step is a chance to lose people.


Related Resources for Funnel Builders


FAQs About Building Funnels in Systeme.io

Q1: What is a funnel in Systeme.io?

A funnel in Systeme.io is a step-by-step marketing system that guides visitors through a process — from landing on your page, to opting in, to making a purchase. Each step is designed to increase conversions and move prospects closer to becoming customers.

Q2: Is Systeme.io good for creating sales funnels?

Yes, Systeme.io is one of the easiest and most affordable tools for building sales funnels. It includes drag-and-drop page builders, automation, email marketing, payment integration, and more — all in one platform.

Q3: Can I create a funnel for free in Systeme.io?

Absolutely. The free plan of Systeme.io lets you build up to three funnels with unlimited steps. It’s perfect for beginners who want to test the platform without any cost.

Q4: How many steps can I add to a funnel in Systeme.io?

There is no hard limit on funnel steps, even on the free plan. You can add as many pages or steps as you need — including opt-in pages, sales pages, upsells, downsells, and thank-you pages.

Q5: Do I need a domain to build a funnel in Systeme.io?

No, you don’t need your own domain to get started. Systeme.io gives you a free subdomain. However, using your custom domain is recommended for better branding and trust.

Q6: Can I use Systeme.io to build a funnel for affiliate marketing?

Yes, and it works great. You can create opt-in funnels to build your email list, then follow up with affiliate offers using email campaigns or even bridge pages.

Q7: Does Systeme.io offer templates for funnel pages?

Yes. Systeme.io provides a variety of pre-designed templates for squeeze pages, sales pages, webinar pages, and more. You can customize them fully with the drag-and-drop editor.

Q8: How do I connect email marketing to my funnel in Systeme.io?

Inside your funnel step (usually the squeeze page), you can create an automation rule to add new leads to an email campaign or workflow. It’s all native — no third-party tools needed.

Q9: Can I sell products or services through a Systeme.io funnel?

Definitely. You can add order forms, connect payment gateways like Stripe or PayPal, and even include upsells or order bumps to increase average cart value.

Q10: How long does it take to build a funnel in Systeme.io?

With Systeme.io’s intuitive interface, you can create your first funnel in under 30 minutes — especially if you use a template. It’s one of the fastest funnel builders out there.


Final Thoughts: Why You Should Start Today

Learning how to create a funnel in Systeme.io changed everything for my online business. Funnels help me automate, scale, and serve more people — without burning out.

If you’re still piecing things together with duct tape, you’re wasting time. Instead, go build your first funnel with Systeme.io right now.

It’s free. It’s powerful. And it just works.


Disclosure: I’m an affiliate of Systeme.io. If you sign up through my link, I may earn a small commission — at no extra cost to you. I only recommend tools I personally use and trust.

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