How to Create a Funnel in Systeme.io (Beginner Tutorial)

Kathia Perez Jun 08, 2026
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How to create a funnel in Systeme.io tutorial
Table of Contents
  1. 🛠️What You Need Before Starting
  2. đź”·Step 1: Create a New Funnel
  3. 🎨Step 2: Choose a Template for Your Opt-In Page
  4. 📝Step 3: Name Your Funnel
  5. ✏️Step 4: Edit Your Funnel
  6. 🚀Step 5: Preview Your Funnel

Disclosure: Some links in this article may be affiliate links, which means I may earn a commission at no extra cost to you if you choose to purchase through them. I only recommend tools I believe are genuinely useful, especially for beginners.  

In this beginner-friendly tutorial, I’ll show you how to create a simple funnel in Systeme.io step by step.

If you’re brand new to affiliate marketing or funnels, don’t worry. I’ll keep this simple and show you exactly where to click so you don’t feel overwhelmed.

🛠️What You Need Before Starting

Before creating your funnel, make sure you have:

  • An offer or idea for your funnel.

đź”·Step 1: Create a New Funnel

From your dashboard, go to Sites → Sales Funnels

  • Click +Create

  • Name your funnel so you remember what offer it’s for. 

  • Choose “Build an Audience” to start with a premade funnel template that you can customize later.

  • Click Save

Systeme.io build an audience funnel option

  • Then click into the funnel you just created

🎨Step 2: Choose a Template for Your Opt-In Page

Systeme.io gives you premade templates so you don’t have to build your funnel from scratch. Don’t worry too much about the design right now because you can customize everything later.

  • Browse the available templates

  • Click on the template you want to use

choosing a funnel template in Systeme.io

📝Step 3: Name Your Funnel

  •  You can leave your funnel name as “Opt-In Page” or rename it to something more organized. This simply helps you remember what the funnel is for.

  • Clean up your URL path by deleting the random characters at the end and replacing them with something simple like “welcome”, “start”, or anything related to your page. Keeping your URL clean looks more professional.


  • When you’re finished, click "Edit Page."

Editing the funnel opt-in page name in systeme.io

Editing the funnel opt-in page name in systeme.io

✏️Step 4: Edit Your Funnel

Once the template is loaded, you can customize the page by changing the text, buttons, images, and colors to match your offer.

  • To edit text, simply click on the text you want to change and start typing.

Editing headlines inside of Systeme.io's funnel builder

  • To edit images, backgrounds or buttons, hover over the element and click the settings icon. From there, use the left-side toolbar to make your changes.

Editing elements inside of Systeme.io's funnel builder

  • When you’re done editing your page, click “Save” and then click “Exit” in the top-right corner.

Saving funnel in Systeme.io's funnel editor

  • Next, click the “Thank You Page” on the left side and repeat Steps 2–4 to customize that page as well.

Editing the thank you page in Systeme.io

🚀Step 5: Preview Your Funnel

Once your pages are finished, click "View Funnel" in the top right to see what your funnel looks like live.

Viewing my final funnel in Systeme.io

Your basic funnel is now ready to go. 

In future tutorials, I’ll show you how to connect your affiliate links, email marketing, automations, follow-up sequences and more inside Systeme.io so your funnel can start collecting and nurturing leads automatically.

If you'd like to build your own funnel, you can try Systeme.io for free here.

Table of Contents
  1. 🛠️What You Need Before Starting
  2. đź”·Step 1: Create a New Funnel
  3. 🎨Step 2: Choose a Template for Your Opt-In Page
  4. 📝Step 3: Name Your Funnel
  5. ✏️Step 4: Edit Your Funnel
  6. 🚀Step 5: Preview Your Funnel

Disclosure: Â Some links in this article may be affiliate links, which means I may earn a commission at no extra cost to you if you choose to purchase through them. I only recommend tools I believe are genuinely useful, especially for beginners.