How to Build Pipelines in systeme.io

Introduction

As a solo marketer, utilizing the right features on marketing platforms can significantly enhance your efficiency. In this article, we'll dive into the new Pipelines feature in systeme.io, which offers an intuitive way to manage your leads and automate your customer journey. This newly introduced feature allows users to visually map out the steps a lead takes from initial contact to conversion, helping marketers stay organized and effective.

What is a Pipeline?

A pipeline is a visual representation of your customer journey. It allows you to keep track of where each lead is within the sales process. You can map out vital steps from the moment a potential customer discovers your services, all the way to becoming a client or engaging in a collaboration. This is particularly useful for teams since multiple members can access the same pipeline, providing visibility into each contact's status.

Setting Up Your Pipeline

To get started with pipelines in systeme.io, log into your account. If you don’t have an account, you can sign up for free without needing a credit card. Once logged in, navigate to the ‘Pipelines’ section. You’ll see a prompt to create a new pipeline.

Example Pipeline: Podcast Outreach

For example, let's create a pipeline called "Podcast Outreach." This pipeline might have stages such as:

New Leads
Initial Contact
Call Booked
Negotiation
Deal Won
Deal Lost

Adding Contacts to Your Pipeline

When adding contacts, you can choose to either create a new contact or add an existing one. It’s important to ensure that you have consent to reach out to contacts and do not spam them with unsolicited emails.

Creating a New Contact: When entering a new lead, be diligent about complying with privacy and marketing regulations.
Email Outreach: You can manage communications by clicking on the contact, which will create a link to your email software for outreach efforts.

Moving Contacts through the Pipeline

After reaching out to a contact, you can manually move them through the stages of the pipeline. If the contact responds positively, they can be moved to the next step. You can also use automated actions to move contacts through the pipeline as they engage with your marketing materials.

Automations to Streamline Your Process

One of the key advantages of the pipeline feature is the ability to automate certain tasks.

Using Forms for Automation

For instance, when a potential lead fills out a form (e.g., to sign up for a newsletter), you can set up automation so they are automatically added to the first stage of your pipeline. This saves time and ensures leads are captured efficiently.

Follow these steps:

Go to the funnel section and select a lead generation funnel.
Under the squeeze page settings, set up an automation rule that triggers when a form is submitted.
Select the action to add them to a pipeline stage, specifying which stage to place them in.

Tracking Progress and Notes

Within the pipeline, you can also add notes related to each contact. For instance, if you had reached out to a lead on a specific date, you can note that down for team reference. This way, if another team member takes over, they can easily catch up on the history and take the next steps without missing any vital information.

Conclusion

The pipelines feature in systeme.io is designed to simplify the way you manage customer relationships and sales processes, whether you're operating solo or as part of a larger team. By visually mapping out the customer's journey and implementing effective automation, you can improve your outreach and conversion rates. This feature is free and accessible, making it a valuable tool for anyone looking to optimize their marketing efforts.

Keywords

Pipelines, systeme.io, lead management, customer journey, automation, contact tracking, marketing tools, outreach.

FAQ

What are pipelines in systeme.io? Pipelines are a feature that allows users to visually map out the customer journey, tracking leads from initial contact to conversion.

Can I use pipelines on a free account? Yes, the pipelines feature is available for free, making it accessible for all users of systeme.io.

How do I automate adding contacts to a pipeline? You can automate the process by setting up rules in your funnel when a lead submits a form, allowing them to be automatically added to a designated stage in your pipeline.

What should I be aware of when adding contacts? It’s crucial to have consent from contacts before adding them to your marketing lists to avoid spamming and to comply with privacy regulations.

Can team members access pipelines? Yes, multiple team members can work collaboratively within the same pipeline, allowing for better communication and management of contacts.