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Creating online forms is crucial for lead generation, especially when you’re building a business or personal brand. Systeme.io simplifies this process with a user-friendly interface. This guide will walk you through creating a form in Systeme.io, allowing you to capture leads and grow your email list effortlessly.

Why Use Systeme.io to Create Forms?

Systeme.io is an all-in-one marketing platform that enables entrepreneurs to manage their marketing funnels, email campaigns, and forms in one place. By using Systeme.io’s form-building tool, you can streamline your lead-generation process and integrate it seamlessly into your sales funnels.

Key Benefits of Using Systeme.io for Forms:

• Easy Integration with existing funnels
• Customizable Design to match your brand
• Automated Responses to engage leads instantly
• Efficient Contact Management for better follow-up

How to Create a Form in Systeme.io

Here is a simple, step-by-step guide to creating and embedding a form in Systeme.io:

Step 1: Log In to Systeme.io

If you haven’t yet created an account, sign up at Systeme.io and start with a free trial. Once logged in, navigate to your dashboard.

Step 2: Go to “Sales Funnels”

In the Systeme.io dashboard, click on “Funnels” in the top-side menu under « Websites« . Funnels are central to Systeme.io’s setup, and adding a form within a funnel is often the most efficient approach.

Step 3: Create a New Funnel (If Needed)

If you don’t already have a funnel set up for your form, create one now:

1. Click “Create” in the Funnels section.
2. Choose a funnel type based on your goals, such as “Build an audience” for lead generation.
3. Give your funnel a name that aligns with your form’s purpose (e.g., « Lead Generation for Newsletter »).

Step 4: Select the « Squeeze Page » Step

The “Squeeze Page” is specifically designed for collecting leads. By selecting this option, you can create a page that focuses on capturing user information.

1. In the funnel editor, click “Add Step +” in the bottom-left corner of your screen.
2. Name this step (e.g., “Newsletter Signup”).
3. Select “Squeeze Page” from the dropdown menu under « Type » and « Opt-in« .

Step 5: Customize Your Form

Once you’ve created a squeeze page, you’ll have access to different templates. Choose a template that matches your brand style and needs. After selecting a template, you’ll enter the page editor where you can customize the form fields.

A. Edit Form Fields: Add or remove fields like name, email, phone number, or custom fields to suit your requirements.

1. For that, search for the « Form » category on the left panel.
2. Drag and drop the « Form input » block into one of the rows in your landing page.
3. Click on that « Form input » block that you’ve just added (we’ll refer to it later as a « field« ), and click on the dropdown on the left panel which says: « Select a type » under « Input type« .
4. Repeat step 3. for as many fields for which you want to gather pieces of information. We would recommend to add at least the « Email », « First Name » and « Last Name » fields. Then, still under the « Form » category on the left, you could add a « Checkbox » block (for contacts to confirm their subscription), a « reCAPTCHA » block (to avoid spam contacts submitting your form) and a « Button » block for your contacts to be able to submit your form.

B. Adjust Form Settings: In the left panel, you can set form behavior, such as redirecting to a thank-you page after submission.

1. It may look a bit difficult to manage your form since Systeme.io doesn’t offer to simply add an overall form block to which you would add form fields, however, it isn’t that hard: if you want to edit a form block’s settings, just click on it (make sure you click in the field that you want to edit).
2. So, all fields are automatically considered mandatory after you’ve added them. If you want them to be optional, you will need to click on them one by one and check the « Optional » box in the left panel.
3. To manage the form’s submission settings, you will need to click on the form button block you should have added after your form’s fields. On the left, panel, you will see a few settings: « Action when button clicked », »Do you want to redirect users after contact registration? », « Do you want to enable double opt-in on this form? » and lastly, a button that says: « ADD AUTOMATION RULE ».
4. For the « Action when button clicked » option, you can leave it set up to « Submit form ».
5. In regard to the « Do you want to redirect users after contact registration? », I would recommend choosing the « To a custom URL » option and then add the URL to the submission follow-up page under « Redirection url ». On this page, you will want to explain to the contact either that they subscribed to your newsletter, or that they will receive an email soon in which there is a button they will need to click to confirm their subscription (only if you enabled the double opt-in 🔗 option for your form).

C. Add Branding Elements: Modify colors, fonts, and images to keep your form visually aligned with your brand.

1. For that, that’s very simple: you simply need to click all the fields/button and search for the styling options in the left panel.
2. To edit your form’s background, you will need to click on the row where you have added your fields/button (they all need to be located on top of one another in the same row so that the color is applied to the whole form).

NB: to re-access your form’s page, you will need to click on the « Edit page » button on the right.

!!!I’M HERE!!!Step 6: Set Up an Automation Rule

Automations are one of the best features in Systeme.io, allowing you to automatically follow up with leads who fill out your form.

A. In the funnel editor, click on “Automation Rules”.

B. Click “Add Rule” and choose an action, such as “Form Submitted.”

C. Add an action, like “Send Email” to welcome leads or “Add Tag” to categorize them for targeted campaigns.

Setting up these automated responses ensures timely engagement and helps with nurturing new leads.

Step 7: Test Your Form

Before going live, preview and test your form to ensure everything works smoothly. Check:

• Form Submission: Does the form submit without errors?
• Redirects: Is the thank-you page or confirmation email functioning correctly?
• Automation: Are your automation rules (like welcome emails) triggered upon submission?

Step 8: Embed Your Form

Once your form is complete and tested, it’s ready to be embedded on your website or landing page.

1. In the editor, copy the embed code.
2. Paste this code into the HTML of your website where you want the form to appear, or use it as a popup if you’re promoting a specific offer.

Tips for Optimizing Your Form for Conversions

To get the most out of your Systeme.io form, consider these optimization tips:

• Keep It Simple: Only ask for essential information (like name and email) to reduce friction.
• Use Clear CTAs: Use action-oriented text, such as “Get My Free Ebook” or “Sign Up for Updates.”
• Add Social Proof: Testimonials or statistics about your newsletter subscribers can encourage sign-ups.
• Use A/B Testing: Test different headlines, colors, and CTAs to improve your form’s conversion rate over time.

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Conclusion

Creating a form in Systeme.io is an effective way to capture leads and grow your business. By following this step-by-step guide, you can set up a form tailored to your brand and marketing goals. From customizing fields to setting automation rules, Systeme.io simplifies the process and helps you stay organized.

Start building your form today and watch your audience grow. Sign up for Systeme.io if you haven’t already and start converting visitors into leads effortlessly.