Mastering systeme.io 2025: How to automate your business (Video 6)

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Stop doing repetitive tasks and start saving valuable time! This tutorial is your complete guide to automating your online business using the powerful features inside systeme.io. Learn how to create a seamless experience for your contacts, from the moment they subscribe to long after they become a customer.

We'll break down the two main automation tools in systeme.io: Rules for simple, direct actions, and Workflows for building advanced, visual automation sequences.

What you'll learn in this tutorial:

✅ Automation Rules (If This, Then That):
???? Understand how to use simple trigger-and-action rules for quick automations.
???? See a practical example of how to create a rule that triggers on a new sale.
???? Learn to stack multiple actions onto a single trigger: automatically add a "customer" tag, subscribe them to an onboarding campaign, and send yourself a notification email all at once!

✅ Workflows (Visual Automation Builder):
???? Discover how to map out complex customer journeys with the intuitive visual workflow builder.
???? Learn the three core building blocks: Actions, Delays, and Decisions.
????Step-by-step example: We build a complete "New Lead Nurturing" workflow from scratch, which includes:
1️⃣ Triggering when a contact subscribes to a lead magnet form.
2️⃣ Action: Instantly subscribing them to a welcome email campaign.
3️⃣ Delay: Waiting a set number of days.
4️⃣ Decision: Splitting the path to check if the lead has become a customer (by checking for a tag).
????How to activate your completed workflow to run on autopilot.

By the end of this video, you'll understand how to use both Rules and Workflows to automate your marketing, sales, and fulfillment processes, allowing you to focus on growing your business.