How to Build a Simple Lead Magnet Funnel in Systeme.io (Step-by-Step)
Introduction
In today's digital business landscape, capturing leads and nurturing them into customers is essential. A powerful and proven way to do that is by using a lead magnet funnel.
This guide walks you through building a simple, high-converting lead magnet funnel using Systeme.io, an all-in-one platform perfect for solopreneurs, coaches, and digital product creators.
By the end of this blog, you'll have a clear, actionable roadmap to create your first funnel, connect it to an email automation, and start growing your email list on autopilot.
Why Use Systeme.io for Your Lead Magnet Funnel?
Systeme.io combines the functionality of landing pages, email marketing, automation, and product sales into one tool. Here’s why it’s ideal for beginners and growing businesses:
All-in-One: No need to juggle multiple tools
Affordable: Generous free plan with essential features
User-Friendly: Drag-and-drop builder, intuitive interface
Automation Power: Build sequences, tag users, segment lists
Scalable: Upgrade features as your business grows
What You Need Before You Begin
To build your funnel, prepare the following:
Your Lead Magnet: A free downloadable PDF, checklist, email course, etc.
Headline & Copy: Compelling copy for your opt-in and thank-you pages.
Email Content: At least one email to deliver your freebie (preferably a full welcome sequence).
Your Systeme.io Free Account: Sign up here
Step 1: Log In and Create Your Funnel
Log in to your Systeme.io dashboard.
Navigate to the Funnels section.
Click "Create".
Name your funnel (e.g., "Lead Magnet Funnel").
Choose the funnel type: "Build an Audience".
Select your currency (doesn’t matter for free funnels).
Click "Create".
🎯 Pro Tip: Keep funnel names clear so you can identify them quickly as your business scales.
Step 2: Build Your Opt-In Page
Click "+ Create Step" and name it "Opt-In Page".
Choose the "Squeeze Page" type.
Select a template you like (choose clean, simple designs).
Click "Edit Page".
Key Elements to Add:
Headline: Clearly state the benefit (e.g., "Download the 7-Step Funnel Blueprint That Converts").
Subheadline: Reinforce the value (e.g., "Steal the exact email funnel that turns leads into paying students").
Form Fields: Name + Email Address.
CTA Button: e.g., "Send Me the Free Funnel Guide"
Image or Mockup of the lead magnet.
Privacy Note: (optional) "We respect your privacy. Unsubscribe anytime."
✅ Save your changes and click "Return to Steps"
Step 3: Create a Thank You Page
Click "+ Create Step" and name it "Thank You Page".
Select the "Thank You Page" type.
Choose a simple confirmation template.
Click "Edit Page" and add:
Confirmation Message: e.g., "Thanks! Your guide is on its way to your inbox."
Optional Offer: Add a tripwire or strategy call button for upsells.
Link or Button to download the file directly.
💡 Upload your lead magnet to "My Files" and grab the URL to link in the button.
Step 4: Set Up Your Automation (Email Delivery)
Go to the "Emails > Campaigns" section.
Click "Create" to make a new email campaign (e.g., "Lead Magnet Welcome").
Add your first email:
Subject: "🎉 Here’s your free guide (and what to do next...)"
Body: Welcome the subscriber, include the download link, and introduce what they can expect next.
Example:
Hi [First Name],
Here’s your free guide: [Download it here]
This guide is your first step to building a smart, automated funnel inside Systeme.io.
Over the next few days, I’ll send you tips to help set it up fast and convert more leads.
Talk soon,
Kevin from E-Digital Business Skool
Click Save and Publish
Step 5: Connect Your Funnel to the Email Campaign
Go back to your funnel and edit the Opt-In Page settings.
Under Automation Rules, click "Add Rule"
Choose "Form Submitted" as the trigger.
Add an action: "Subscribe to Campaign" > choose your welcome email campaign.
(Optional) Add a tag like "lead-new" or "downloaded-freebie"
📌 This ensures your subscriber is added to your email list and receives the lead magnet immediately.
Step 6: Test Everything
Before you publish your funnel, make sure to:
Submit your form using a test email
Check that you receive the first email
Verify download links work
Ensure pages are mobile-optimized
🧪 Pro Tip: Always use an incognito browser or a different email address for testing.
Step 8: Add a Nurture Sequence (Optional but Recommended)
Once the lead magnet is delivered, continue to build trust and prime your audience for offers.
Add more emails to your campaign, such as:
Day 2: Share your story or how you use what’s in the guide
Day 3: Teach one big mistake and how to avoid it
Day 4: Case study or proof of concept
Day 5: Soft pitch your product or service
🔄 Use delays between emails to space them out over several days
Bonus: Tagging and Segmentation Tips
Using tags, you can:
Segment users who downloaded different lead magnets
Create automation rules (e.g., if they click a link, move them to a sales campaign)
Track funnel performance step-by-step
Example tags to use:
lead-new
email1-sent
clicked-upgrade-offer
booked-call
🧩 Systeme.io’s tagging system allows powerful automations without needing advanced tech skills
Common Mistakes to Avoid
No Welcome Email: Always follow up immediately
Unclear CTA: Make your button message strong and benefit-focused
Too Much Text: Keep opt-in pages clean and skimmable
Broken Links: Test all emails and downloads
No Testing: Always test before promoting
Final Thoughts: Keep It Simple, Then Scale
Building your first lead magnet funnel in Systeme.io doesn’t have to be overwhelming.
Focus on:
A clear offer
Simple landing page
Strong welcome email
Testing every step
Once you’ve nailed this basic funnel, you can:
Add sales pages
Include tripwire offers
Build evergreen sequences
Launch mini-courses or premium funnels
Systeme.io makes it easy to grow with your business.
Want Help Setting It Up?
If you’d like a pre-built Systeme.io funnel, complete with:
7-part email welcome sequence
Templates + automation rules
Tags and segmentation setup
...we offer a done-for-you setup service.
👉 [Click here to claim your funnel setup package]
Need More Funnel Tips? Subscribe to the E-Digital Business Skool newsletter for weekly tips on automation, course marketing, and list growth strategies.
Written by Kevin Pola | E-Digital Business Skool
Helping digital creators build smarter funnels inside Systeme.io.
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