DFY CLIENT SETUP INSTRUCTIONS

0. Overview

1. Email forwarding

Additional Notes

For email forwarding in Namecheap, if the client email address is client@clientdomain.com and your email is outsourcer@outsourcerdomain.com, then the settings in Namecheap should be as follows:

Alias = client [i.e. everything before the "@" sign in the client email address]

Forward to = outsourcer@outsourcerdomain.com [i.e. your email address]

1.5. Get Systeme.io account & affiliate link

Get Systeme.io Account

2. Point domain at Systeme.io

3. Add domain redirect

4. Validate email and domain

Additional Notes

Note that when setting the Name of the CNAME in Namecheap, we ONLY use the part of the string indicated by the red box in the image below.

Now also need to add a DMARC record to DNS, as follows.

5. Finish email settings

Email footer text to copy and paste:

Just a heads up that some of the links in this email and on our website may be affiliate links. This means that if you click on the link and make a purchase, we may receive a small commission at no extra cost to you. We only recommend products and services that we personally use or believe will add value to you. Your support through these affiliate links helps us keep providing valuable content to our amazing community. Thank you for your support!

Now, let's talk about earning potential. We want to be completely transparent with you. While the methods we recommend can be great ways to make money online, it's important to note that individual results may vary. The income you can generate through them depends on a variety of factors, including your skills, effort, and market conditions. We cannot guarantee specific results or earnings, and we encourage you to approach online business as a long-term venture, putting in the necessary time and effort to achieve success.

If you have any questions, feel free to reach out. I’m here to help!
	
<<ENTER CLIENT PHYSICAL ADDRESS HERE>>

6. Share funnel & emails

The buttons below will share the pre-built funnel & email campaign into the client's Systeme.io account. Be sure to log into the client account first, and only click each button ONCE!

Share funnel into account

Share SURVIVAL funnel into account

Share campaign into account

Share SURVIVAL campaign into account

7. Connect funnel & campaign

8. Shorten links in Bitly

9. Set bridge page bio & link

Additional Notes

If the client has supplied a photo, then:

if the image is more than about 200KB then it should first be resized using a utility like this one
it should then be inserted just below the first button on the bridge page, as indicated in the image below.

10. Edit terms & privacy pages

11. Set bio & name in welcome email

12. Set links & signature in emails

13. Finalize domain config

14. Reset email forwarding

Additional Notes

Note that the email address used here should NOT be the custom domain email address that you used in Systeme (that will result in an infinite redirect loop!). Instead please use the personal email address supplied in the Google Sheet in the "Your email:" field. This is likely to be a Gmail or Outlook type email address.

15. Test the funnel

16. Deliver your work!

Once you're done and the funnel has been successfully tested, let me know by messaging me on Messenger via the link below.

Let Me Know You're Done