How to sell and deliver a workbook with Systeme.io
One product. A workbook file. One checkout. Nothing else on the page.
You need a Systeme.io account, the workbook file, and a funnel. Click names below are from the Systeme.io help center, last updated March–June 2026. If a label has moved, stop and check the cited page. Do not guess the next click. This page contains an affiliate link. If you buy, I may earn a commission at no extra cost to you.
1. Create the product
1. Open the funnel.
2. If there is no payment page yet: in the funnel pages menu on the left, click Add step. In the popup, set Type to Order form. Pick a template or start from scratch, then click Save.
3. Click the order form step.
4. Scroll to Choose offer type and select Digital product. Not a physical product. Systeme.io does not ship physical goods.
5. Click the + next to Digital product.
6. Name it in Digital product name. One workbook. Do not add a second product.
7. Click the + to add a resource. Select Tags. Name a tag for buyers of this workbook. Click Save.
The help center does not list a “file” resource on a digital product. Courses, course bundles, tags, communities, and calendar events are the resources on that screen. The file is delivered in step 3, not here.
2. Set the price
1. On the same order form, with Digital product selected, click the + next to the price-plan section.
2. Click Create a new one. Do not pick a plan that belongs to another offer.
3. Fill the display name for the dashboard, the display name for the order form, and the statement descriptor.
4. Select One-time payment. Do not select Subscription or Payment plan.
5. Enter the amount. Set the tax behavior. Click Save.
6. Click the main Save to store the digital product. If it is still gray, the price plan is not saved yet.
3. Deliver the file
Source: How to sell your eBook and How to add a downloadable file.
Use the thank-you page. The buyer already paid. They land on the page and download the workbook. One file. One link.
1. Open the thank-you page for this funnel in the page editor.
2. From the left panel, drag Text onto the page.
3. Select the words that will be the download, for example “Download the workbook.”
4. Click the link icon.
5. In the popup, click the arrow next to the link field.
6. In the file manager, drag the workbook in, or click to upload it from your device. Or select a file already in the account.
7. Select the file. Click Insert. Click Confirm.
8. Click Save at the top right, then the Preview icon. Click the text link and confirm the file downloads.
The other official path is an email, not a second product. Automation rule, trigger New sale, action Send email, attach the file. Attachment limit on that page is 5 MB. If the workbook is larger than 5 MB, do not use the attachment. Use the thank-you page upload above.
A third path on the same help page says to host the file on Google Drive, OneDrive, or Dropbox and paste that link into an email. That is optional. It is not a second product. Do not add it unless the thank-you upload fails.
4. Connect the checkout
Source: How to create an order form/payment page and the price-plan page above.
The order form is the checkout. Connecting it means the digital product, the one-time price, and the payment methods sit on that one step, and the paid buyer lands on the page with the file.
1. Stay on the order form step. Confirm Digital product, the workbook name, the tag, and the one-time price are all saved.
2. Click Set payment methods and turn on the gateway you already use. The creator-store help page names this button. This order-form article does not list the gateway names. If Set payment methods is not on this screen, stop. Do not invent a processor.
3. Confirm the funnel sends a paid buyer to the thank-you page from step 3. That page is where the file link lives.
4. Use the funnel preview. Pay with a test charge only if your gateway provides one. Download the file from the thank-you page. If the download fails, the checkout is not connected yet.