A small, specific use case.
A drawing teacher offers a two-page First sketch checklist. A visitor requests it through a form and receives an email with access to the file.
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.
Get the sketch checklist
A visitor requests the PDF through your signup page.
Before you start
- A Systeme.io account with capacity for the funnel and automation rule.
- An opt-in page, your finished PDF of no more than 5 MB, and a configured sender address.
- A clear form explaining what the visitor will receive.
Set it up in Systeme.io
Connect the form
Select your opt-in page. Open Automation Rules, add a rule and choose Funnel step form subscribed for that page.
Prepare the delivery email
Add the Send email action and create a message. Use the file option in the editor to add your PDF, then save the message and rule.
Check the button
In the page editor, ensure the signup button uses Submit form. Opening another URL alone does not submit the form.
Check the sender
Confirm your sender address under Settings → Emails and complete domain authentication before relying on delivery.
Text you can start with
Adapt these fictional example texts to your own offer. Replace every detail in square brackets before publishing.
Signup page text
Get the First sketch checklist Enter your email to receive the PDF. Button: Send me the checklist
Delivery email subject
Your First sketch checklist
Delivery email with your file link
Thanks for requesting the checklist. Open your PDF: [your PDF link] Start with the first exercise and take it one step at a time. [your name]
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.
0 of 2 checks marked complete. Marks reset when you leave this page.
What to check before choosing a plan
- The documented file-upload limit for this delivery email is 5 MB.
- An active rule does not guarantee inbox placement. Sender setup and the receiving mailbox affect delivery.
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.
The link opens Systeme.io registration. If you already have an account, sign in there and follow the steps above. Check your requirements before selecting a paid plan.
Affiliate link. We may earn a commission on eligible purchases. How this works.