A small, specific use case.
Illustrative example: a freelance photographer asks for a name, email and short description of a planned shoot. The visitor sees a confirmation, while the photographer receives an alert and reviews the request before replying personally.
Fictional example. Product descriptions and any prices are illustrative.See what happens.
Explore the example below. This preview does not send emails, take payments or create bookings. You configure the real process in your own Systeme.io account.
Request a photography quote
Maya submits her email and writes: “Portrait shoot for a small team in November.” This is a fictional enquiry.
Before you start
- A Systeme.io account and an opt-in page in a sales funnel.
- An inbox you monitor and the email-sending setup required by your account.
- A short list of information needed to review the enquiry; start with name, email and one project question.
Set it up in Systeme.io
Build the enquiry form
Add a form to your opt-in page with name and email fields. State what visitors can request and what happens after they submit. For this example, label the button “Request a quote”.
Add one useful project question
Create a custom field through a contact record, then select it in the form editor. Label it “What do you need help with?”. Ask for a short outline so the visitor can complete the form easily.
Confirm the submission
Make sure the button submits the form. Show a success message or a thank-you page explaining when you normally reply. Save the page.
Choose the form trigger
In the page automation settings, create a rule using “Funnel step form subscribed”. Select the relevant page or form so the alert is tied to the intended enquiry.
Send the owner an alert
Add “Send email to a specific email address” and set your inbox as the recipient. Write a short alert and use the personalization picker for the lead’s name and email. Save the email and the rule.
Text you can start with
Adapt these fictional example texts to your own offer. Replace every detail in square brackets before publishing.
Form introduction
Tell [Business name] what you are planning. Include [the one detail needed to review the request]. We will review your enquiry and reply within [realistic response time].
Success message
Your request has been received. [Business name] will review it and reply within [realistic response time]. This is an enquiry, not a confirmed booking or accepted quote.
Owner notification — replace lead placeholders with the personalization picker
Subject: New enquiry for [Business name] A new enquiry has arrived. Name: [Lead name] Email: [Lead email] Review the contact record and reply with the next step.
Check the complete journey
Run these checks in your own account before inviting real visitors. A preview or a saved rule alone does not verify the whole process.
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What to check before choosing a plan
- This creates a lead and an alert. A person still reviews the request, prepares a quote and responds.
- This example uses an opt-in form with an automation rule. The dedicated Contact us element has a different setup.
- An enquiry should not silently add the visitor to unrelated promotional email sequences.
- Check your account’s rule and contact capacity. Receiving an alert does not guarantee every email will reach the inbox.
Questions about this example
Setup instructions checked on 13 October 2026. These are independent, documentation-based examples; the previews are not recordings of a live account. Prices and plan capacities keep the review date shown on our plan page.
Take the steps into your account.
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