How to Build a Sales Funnel on Systeme.io (Step-by-Step 2026 Guide)

| | February 3, 2026

Every profitable online business today uses sales funnels.

Whether you're:

  • Selling ebooks
  • Promoting courses
  • Growing an email list
  • Offering coaching
  • Building a community
  • Selling digital or physical products
  • Running affiliate campaigns

…a funnel helps you attract leads, convert them into customers, and generate predictable income.

The problem?

Funnel builders like ClickFunnels cost $97–$297/month. Kartra starts at $99/month. Kajabi starts at $149/month.

But Systeme.io (learn what is Systeme.io) gives you a full funnel builder - for FREE. Even the free plan includes 3 funnels, unlimited emails, unlimited file storage, 1 course, 1 blog, 2,000 contacts, and more. And paid plans starts at only $17/month.

This makes Systeme.io the perfect tool for beginners and professionals.

This guide will show you exactly how to build a sales funnel on Systeme.io step-by-step, from blank canvas to launch.

👉 Start Building Funnels for Free

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How to Build a Sales Funnel on Systeme.io

What Is a Sales Funnel? (Simple Explanation)

A sales funnel is a series of steps that guide a visitor toward a specific action, such as:

  • Downloading a freebie
  • Signing up for a webinar
  • Buying a digital product
  • Booking a coaching call

Every funnel has three core stages:

Awareness → You attract visitors

Interest → They learn about your offer

Action → They buy or sign up

Systeme.io makes this process easy, even if you’ve never created a funnel before. Learn more about this all-in-one marketing platform here - Systeme.io features.

Why Use Systeme.io for Funnel Building?

Creating Sales Funnels in Systeme.io

Creating Sales Funnels in Systeme.io

Here’s why Systeme.io is the best funnel builder for 2025:

✔ 100% beginner-friendly

No coding, no plugins, no confusing tools.

✔ Free-forever plan

Build funnels without spending a penny.

✔ Unlimited emails

You can nurture your leads without email-sending limits.

✔ Drag-and-drop page builder

Easily design landing pages, opt-in pages, sales pages.

✔ Easy automation

Automatically deliver freebies, emails, courses, and more.

✔ Affordable upgrades

Paid plans of Systeme.io start at only $17/month.

✔ 0% transaction fees

You keep your full revenue.

This combination makes Systeme.io powerful AND affordable.

Types of Funnels You Can Build in Systeme.io

Systeme.io supports multiple funnel types:

✔ Lead Generation Funnels

Collect emails for your newsletter or free guide.

✔ Sales Funnels

Sell ebooks, templates, courses, or physical products.

✔ Webinar Funnels

Promote live or automated webinars.

✔ Evergreen Funnels

Automatically sell products 24/7.

✔ Coaching Funnels

Generate calls and leads for services.

✔ Membership Funnels

Sell gated content or digital communities.

You can build all of these with the free plan and upgrade later for more advanced features.

How to Build a Sales Funnel on Systeme.io

Now let’s build a complete funnel from scratch.

We will create a Lead Magnet Funnel, which includes:

  • Step 1 → Opt-in page
  • Step 2 → Thank-you page
  • Step 3 → Email delivery
  • Step 4 → Automation sequence

Let’s begin.

Step 1: Go to Funnels and Click “Create”

Inside your Systeme.io dashboard:

  • Click Sites
  • Click Sales Funnels
  • Click Create
Sales Funnels in Systeme.io

You’ll see options for:

  • Build an audience
  • Sell a product
  • Custom funnel
  • Run a webinar

Choose ✔ Build an audience (for a freebie funnel). See the screenshot below.

Build an audience

Step 2: Name Your Funnel

Now, you'll need to enter a name for your funnel. For example:

  • “Free Ebook Funnel”
  • “Checklist Lead Magnet Funnel”
  • “Workshop Registration Funnel”

After entering the name for your funnel, select your domain:

  • Use Systeme.io default domain, or
  • Add your custom domain
Sales Funnels Settings

In the above screenshot, you can see that:

  • I have entered the name of my funnel as 'Free Ebook Funnel'.
  • Selected Funnel domain as 'technicalwall.systeme.io'.
  • And selected funnel goal as 'Build an audience'.
  • Selected currency as 'US Dollar'.

After entering all the details as mentioned above, click on the Save button.

Step 3: Choose Your Funnel Template

Click on the funnel we just created to edit it and select a pre-built template for it. See the screenshot below.

Edit Sales Funnels

Systeme.io gives you dozens of templates, including:

  • Minimal clean designs
  • Bold marketing templates
  • Video landing pages
  • Ebook-style opt-in pages
  • Lead magnet layouts
  • Webinar registration templates

Choose one that matches your offer. 

Opt-in Page Templates

In the above screenshot, you can see that there are lots of templates to choose from. You can preview each of these templates before selecting one to edit.

To preview a template, hover the mouse over a template and click on Preview. It will open the template in a new window where you can check the details of the template.

After finalizing a template, select it to move to the next page where we will edit the template as per our requirements.

Step 4: Add Name (URL) for Your Opt-In Page

Select Opt-in Page Template

In the above screenshot, you can see that I have selected a template as my opt-in page where I will offer my ebook to my visitors. But before that, we will need to enter a name for our opt-in page.

Add Opt-in Page Name

In the screenshot below, you can see that I have replaced the default text with 'getting-started-with-systeme'. Now, the URL for my opt-in page would be:

'https://technicalwall.systeme.io/getting-started-with-systeme'.

Similarly, you should also enter a text relevant to your ebook for your opt-in page.

Opt-in Page Name

Now, we will edit our opt-in page template in Step 4.

Step 5: Edit Your Opt-In Page

Click on Edit page button as shown in the screenshot below.

Edit Opt-in Page Template

After clicking the Edit page button, Systeme.io’s drag-and-drop builder will open. See the screenshot below.

Systeme.io Drag and Drop Builder

Here, you can customize the logo, menu, text, images, button and background. On the left side of the builder, you can find many customizable elements like Text, Headline, Bulleted list, Content box, Image, Video, Audio, Carousel, Columns, and more. You can also set padding and margin as per your need.

Let's see an example. I will change the default image of the template with my own ebook cover.

Click on the image to select it. In the screenshot given below, I have selected the image of the book to replace it with my ebook cover. After selecting the image, click on the cloud icon as shown below.

Add Image

A popup will appear asking you to upload an image.

Upload Image

Click on the option - 'click to upload'. See the screenshot above.

Below you can see that I have added an image as cover for my ebook. Click on Insert button to add the image to the template we're editing.

Insert Image

In the screenshot below, you can see that I have replaced the default image and added an ebook cover. To change text, click on the text element and add your text.

Image added to Opt-in Form

You can also add a headline or change the text of the button. Further, you can also add a logo, headlines/subheadline or change the background color or the font color, add testimonials, bullet points, benefits, countdown timers, etc.

Like any page editor, you can make changes to each element of the template.

In the screenshot below, you can see that I have made changes to the default opt-in page by adding my logo, menu, text and image. I have changed the color of the text as well as the button.

Systeme.io Opt-in Page

After making all the changes, click on Save button and then finally click on the Exit page button.

In the next step, we'll edit the Thank You page. It is the page where our user will land after they have entered their email address in the previous step.

Step 6: The Thank-You Page

After collecting the email, visitors should land on a Thank-You Page.

This page should include:

✔ A friendly message

“Thanks! Your freebie is on its way!”

✔ A link to check email inbox

Tell them to check their inbox for the download link.

✔ A Call-To-Action (optional)

Examples:

  • Join your Facebook group
  • Follow you on Instagram
  • Watch a video
  • Check out a low-ticket offer

(Optional but very effective)

Let's start creating the Thank You page. Click on the Thank You / Download Page as shown below. Next, select a template that you like

Thank You Page Template

After selecting a thank you page template, enter a name for the Thank You page and then click on Edit page to edit this template. See the screenshot below.

Enter Name for Thank You page

Now, we're again in the Systeme.io drag-and-drop builder page. Similar to the Opt-in page, we will design this Thank You page.

Edit Thank You Page Template

In this page, we will add a download button so that our visitors should be able to download the free ebook directly from this page. 

We will also send an email with the download link to our visitors. We will cover this in the later section.

You can see that I've again added a logo, ebook cover and some changes to the text relevant to my ebook.

Add Download button

Now, select the button as shown above and add your own text such as 'Download Now'. After making changes to the button text, we will add an action to this button. 

Upload Ebook

Finally, click on the Save and then click on Exit page. Our Thank You page is now complete. Whenever a visitor lands on our Opt-in page and enter his email address, he will taken to this Thank You page. Here, he will be able to download the ebook to his computer.

However, this is not all, we will also send our subscribers an automatic email with the download link to the ebook. This way they will have permanent access to the free ebook. To do this, let's move on to the next step.

Step 7: Create the Email to Deliver the Freebie

In this step, we will deliver the free ebook to our subscriber's inbox. To do, click on Emails on the Systeme.io Dashboard and then click on Campaigns.

Now, click on 'Create'. 

Click Create under Campaign

I have named the campaign: Systeme.io Guide Delivery and have selected the email address from which I will send my campaigns. Entering Description is optional. Now, click on the Save button. See the screenshot below.

Ebook Email Delivery

Now, we will create our email campaign to send our free ebook automatically to our email subscribers. Select your campaign as shown below.

Select Email Campaign

Click on the Create button.

Create Email Campaign

Inside the campaign, enter your information. Below, I have shown one example. Check it out.

Subject: Your Free Ebook is Here!

Sender name: Deepak Choudhary

Sender email address: [email protected]

Choose between Visual editor and Classic editor. I prefer Classic as it offers a clean layout. Next, click on the Save button. See the screenshot below.

Campaign Details

Enter the body of your email and also add a link to your free ebook. After adding the body text, click on Save and publish, to activate the email campaign.

Email Body with Link to Free Ebook

After publishing the campaign, a popup will appear asking you to activate the campaign. Click on the Activate button as shown below.

Activate Systeme.io Email Campaign

That's it, your email campaign to deliver the free ebook is ready but it is not yet connected to the sales funnel we created in earlier steps.

In Step 7, we will learn how to connect an email campaign to a Sales Funnel to send email on automation to our email subscribers.

Step 8: Connect Email to the Funnel Using Automation

Go to your sales funnel and select the Opt-in Page and click Automation Rules.

Opt-in Page Automation Rules

Now, click on Add rule.

Click Add Rule under Automation Rules

Click on the 'Plus' icon to add a trigger. See the screenshot below.

Add Trigger under Automation Rule

Next, select the option - Funnel step form subscribed.

Click Funnel Step Form Subscribed

As you click the option - Funnel step form subscribed, you'll see that your funnel (Free Ebook Funnel) and Funnel step (Thank You / Download Page) has been automatically selected. See the screenshot below.

Next, click on the 'Plus' button as shown below to add action to your trigger.

Add Action under Automation Rule

From the given options, select 'Subscribe to campaign'.

Add Action - Subscribe to Campaign

Here, we will select the campaign we had created earlier. Click 'Choose campaign' as shown below to select your campaign.

Choose Email Campaign

After selecting the campaign, click on the button - Save rule.

Save Rule

That's it, we have successfully added an automation rule in Systeme.io that will send an email automatically to users who have subscribed to our opt-in form to get the free ebook. On receiving this email, our subscribers will be able to download the ebook from the link given inside the email.

I hope now you know how to build a sales funnel on Systeme.io.

Step 9: Test Your Funnel

It is always a best practice to test your sales funnel before publishing live. Below I have mentioned how to check whether your sales funnel is working perfectly or not.

  • Open your sales funnel opt-in page link and submit your own email
  • Download the ebook from the Thank You page
  • Also check your email if you receive the freebie

Always test before launching.

You can also check the sales funnel we created in this tutorial.

Click the button below, enter your email address, try to download the free ebook from the Thank You page and also open your email to check if automation email is received.

Step 10: Publish and Share Your Funnel Link

Finally:

  • Copy your funnel URL
  • Share on social media, blogs, YouTube, or ads
  • Add to your homepage
  • Add to your link-in-bio

Congrats - your funnel is live!

If you want to create a funnel for your online business, join the lifetime deal by Systeme.io and start creating funnels for free.

Advanced Funnel Features in Systeme.io

Now that your basic funnel is built, let’s take it to the next level using advanced Systeme.io tools.

These features dramatically increase your conversions and revenue, even if you get the same number of visitors.

1. Add an Order Bump (Fastest Way to Increase Sales)

An order bump is a small offer added on the checkout page - usually priced between $5–$27.

Systeme.io lets you enable it with a single toggle.

Example Order Bump Ideas:

  • “Get the editable Canva version for $7”
  • “Add 20 extra templates for just $9”
  • “Unlock the advanced version of this ebook for $12”

Order bumps typically convert at 20%–40%, making them a huge revenue booster.

How to add it:

  • Open checkout page
  • Click “Order bump” block
  • Customize title + description
  • Add product → Set price

Done!

2. Create a 1-Click Upsell (OTO Page)

A 1-click upsell is a page shown after purchase where customers can buy an additional product without re-entering payment details.

Systeme.io makes it simple:

Steps:

  • Add a new funnel step
  • Select “Upsell Page”
  • Insert your product offer
  • Add button “Add to My Order”

Upsells convert around 10–20%.

Upsell ideas:

  • Complete bundle / toolkit
  • Premium templates
  • Workshop replay
  • Mini-course
  • Lifetime access to resources

3. Add a Downsell (Offer for Those Who Decline Upsell)

A downsell is offered when someone rejects the upsell.

Examples:

  • Downsells with a discount
  • Downsells with a lite version
  • Downsells with fewer bonuses

Systeme.io automatically connects these steps for you.

4. A/B Test Your Funnel Pages

A/B testing is built directly into Systeme.io.

You can test the following:

  • Headlines
  • Button colors
  • Page layouts
  • Images
  • Longer vs short-page funnels

How to A/B test:

  • In your funnel → click “A/B Test”
  • Duplicate page
  • Edit variation
  • Let Systeme.io send traffic 50/50
  • View conversion data
  • Keep the winner

This helps ensure your funnel continually improves.

5. Track Funnel Analytics

Systeme.io tracks:

  • Visitors
  • Conversions
  • Conversion rate
  • Sales
  • Revenue
  • Upsell revenue
  • Order bump revenue
  • Sales per visitor

This data tells you exactly where your funnel needs improvement.

Real Examples of High-Converting Funnels

Here are real funnel ideas you can replicate:

Example 1: Free Ebook Lead Funnel (Simple & Effective)

Step 1: Opt-in page
Step 2: Thank-you page
Step 3: Freebie email
Step 4: 7-day nurture sequence
Step 5: Low-ticket offer

Perfect for:

  • Bloggers
  • Personal brands
  • Coaches
  • Affiliate marketers

Example 2: $7 Tripwire Funnel (High ROI)

Step 1: Freebie → leads
Step 2: Tripwire $7–$12 offer
Step 3: Upsell ($17–$27)
Step 4: Downsell ($9)
Step 5: 3-day follow-up sequence

Perfect for:

  • Template sellers
  • Canva creators
  • Digital product sellers
  • Bloggers

Example 3: Course Sales Funnel

Step 1: Webinar registration
Step 2: Webinar page
Step 3: 24-hour replay
Step 4: Course sales page
Step 5: Order bump
Step 6: Upsell

These types of funnels are Ideal for:

  • Course creators
  • Coaches
  • Consultants

Funnel Templates You Can Build Using Systeme.io

Here are the funnel templates you can create quickly:

  • Lead magnet funnel
  • Sales funnel
  • Webinar funnel
  • Product launch funnel
  • Email list building funnel
  • Long-form VSL funnel
  • Membership funnel
  • Affiliate funnel
  • Coaching funnel
  • “Free + Shipping” funnel
  • Application funnel (for high-ticket coaching)

Systeme.io provides templates for each - editable in the drag-and-drop builder.

Tips to Increase Funnel Conversions

✔ Use strong headlines

Focus on transformation, not features.

✔ Keep opt-in pages simple

Less = more conversions.

✔ Add trust elements

Testimonials, reviews, badges.

✔ Use scarcity

Countdown timers work well in Webinar funnels.

✔ Use real product mockups

Visuals increase trust immediately.

✔ Offer bonuses

High-value bonuses increase sales dramatically.

✔ Make your CTA buttons stand out

Use contrasting colors.

✔ Segment your leads

Use tags to personalize follow-ups.

Frequently Asked Questions (FAQs)

1. Is Systeme.io good for beginners?

Answer. Yes, it’s one of the easiest funnel builders available.

2. Can I build funnels on the free plan?

Answer. Yes, you get 3 full funnels for free.

3. Can I connect a custom domain?

Answer. Yes, available even on paid plans starting at $17/month.

4. Can I add payment gateways?

Answer. Yes, Stripe, PayPal, Razorpay, Apple Pay, and more.

5. Does Systeme.io support upsells?

Answer. Absolutely, order bumps, upsells, downsells are all included.

Wrapping Up

Whether you're building your first funnel or scaling your digital business, Systeme.io gives you everything you need in one place.

By following this tutorial, now, you can easily build a sales funnel on Systeme.io for your online business.

Create a Free Systeme.io Funnel.

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Deepak Choudhary

Deepak Choudhary is the founder of Technicalwall.com. He is a Blogger and an Affiliate Marketing Expert. He publishes useful articles for newbie bloggers related to the following topics - Affiliate Marketing, Email Marketing, Software Reviews, Software Tutorials, Blogging, WordPress, SEO, Passive Income, and more.

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