Systeme.io: deliver the right PDF after registration

Analysis of official documentation, with no testing on a paid account.

To submit a PDF after registration in Systeme.io, use a rule related to the capture page, with the sending of a single email. The button must record the contact; a simple redirect does not perform this function. You do not need to build a multi-message campaign to deliver this document.

Procedure established from official aid, consulted the 16 October 2026.

Prepare document and mailing address

Start with a finished file that is readable on a phone and clearly named. "Preparer-son-rendez-vous.pdf" is clearer than "document-final-v8.pdf". Open it yourself before adding it: correct content, current contact details, useful links and no confidential customer information. The free document must deliver what it promises without requiring a sales call to obtain missing pages.

For shipping, Systeme.io documents the confirmation of an address using your domain. From the profile settings, open the e-mail part, add the address and then confirm the received message in this box. The status must then be checked. An identifiable response address also helps the recipient who cannot open the document.

The domain authentication procedure is distinct: it requires DNS records generated in your account and a pass to support for final validation. Systeme.io presents it as mandatory for shipping. The values of a tutorial are not the ones to copy: use those of your account and keep existing email settings. A personal Gmail domain cannot be authenticated as your own domain.

You need an account and a funnel with an opt-in page. If you redirect visitors after sign-up, also prepare the page that tells them where to find the message.

Before choosing a plan, the specific requirements are a lead capture page, a sending rule and sufficient contact capacity. The official grid loads its figures dynamically; our document review cannot reliably retrieve the quotas for each plan. We therefore make no promise here that your free account has enough remaining capacity. Check these three points in your account before moving an existing workflow, and budget separately for a sending domain if you do not have one.

Save address before redirection

On the capture page, ask for the e-mail address and only the information necessary for this discount. A first name can be used to customize the message; the phone number is not useful for sending a PDF. Announce precisely what the visitor will receive, for example, "Receive the appointment preparation guide", rather than a "Valider" button without context.

In the vendor, select the form button. The button documentation separates contact recording, redirection and download. Choose Save Contact for this journey. The action can then lead to the next step in the funnel. A button configured only to open a page may appear to work for visitors without creating the intended sign-up.

On the following page, explain where to find the document: in the email sent by your company, with the name of the sender announced. Provide a way to contact you in case of difficulty. Avoid promising a reception in seconds: the delivery and ranking of the message also depend on the recipient's messaging.

Link this page to a unique email

In the funnel, select the sign-up page and then its automation rules. Add a rule whose trigger is Registration on the page (optin), then sending an email action. Create the associated message, save its content and then the rule. These steps are described in sending aid after registration.

Keep the setup clear: the "Appointment guide" page triggers the "Your appointment guide" message. These are example names proposed by Logicelio. Before adding another rule, reread those that already target this page. Two sending rules for the same download may produce two messages even though the visitor requested only one document.

The rules may include several actions, but a tag is not needed for delivery itself. If you add one to find requests, name it after the document requested. A "guide-rendez-vous" tag identifies a resource request; treat purchase intent and agreement to receive a newsletter separately.

Add PDF or choose a download link

The automatic sending aid allows the addition of a PDF and sets a maximum size of 5 Mo. The file dedicated to files sent by e-mail explains how they are presented: added attachments appear as links at the end of the message, rather than as directly attached files. This review describes a trigger after a sale; for the free guide, keep the signup trigger described above.

If your PDF exceeds the limit, reduce the weight of the images by keeping legible texts. For a document hosted elsewhere, help on the distribution of an ebook also describes the insertion of a link to external storage. This option requires additional control: Open the address without being connected to your storage space to check that the player accesses it.

A shared link can circulate after reception. If you need to book content to identified customers, follow access rights or remove individual access, this PDF editing is not enough. Instead, consider a training space or a shared solution with controlled access. Do not present a public link as a protected document.

An example of a message that delivers the resource

A fictitious writing example for a consultant who provides a guide before appointment, to be adapted to his or her actual document:

Subject: Your guide to preparing our appointment

Hello,
This is the guide you asked for. The download link appears at the end of this message.

You will find the items to gather before our exchange and the questions to clarify your need. You can read it on the phone or print it.

If the link does not work, answer this e-mail: we will help you recover the document.
Good reading,
The team that accompanies you

The link at the end of the message is shown here as the file added in Systeme.io. With external hosting, replace this sentence with an explicit link to the correct document. Do not keep text that announces an attachment that cannot be found.

Control the course from the public page

Systeme.io recommends registering on its own page to control automation. Use a test address that you control, then open the received message and its document on the phone. The simple preview of the vendor does not check the entire route. Reading the PDF counts as much as receiving the email.

If the problem persists, send support the page name, the rule involved, the time of the test and the symptom observed. Share only the data needed to diagnose it. Do not delete an existing campaign to try to fix document delivery: these are two separate mechanisms to investigate.

Delivering the guide does not decide on the following prospecting

The CNIL distinguishes the rules of prospecting of individuals and professionals. For individuals, the general case requires a specific prior agreement; accepting general conditions is not enough. For professionals, a solicitation related to their activity may be of legitimate interest, with information and the possibility of opposition. Commercial messages must identify the organization and allow for refusal.

Our choice to start: the discount route does not fit into any commercial sequence. If you are planning a newsletter, define separately the purpose, information and choice to be collected according to your audience. An optional box must remain independent of the mere delivery of the document. The guide on proof of registration explains this distinction; its Brevo menus are not a Systeme.io procedure.

When this montage is worth it

This solution fits if you want to deliver the same document for every request and keep the form in Systeme.io. If your only goal is to make a PDF available to everyone, a direct link on your website avoids collecting email addresses unnecessarily. If a platform already manages your signups, first check whether it can deliver the resource: adding a second tool can complicate tracking.

To compare the scope, see the Systeme.io review, comparative with Kajabi and tools to sell training. Once the delivery is verified, you can decide whether a suite of messages provides an additional service.