How to create a tag
You will need:
- A systeme.io account.
Tags allow you to differentiate and categorize your contacts.
For example, the tag "client-course-1" will be assigned to those who have purchased course 1.
To create a tag go to "
Menu", then
"Contacts", after that click on
"Tags":
Click on
"Add new tag" and fill in the field:
Click on
"Save" to save your tag.
In order to assign the tag "client-course1" to any customer who has purchased the course, you have to go to the sales funnel containing the payment page of the course, then create the following automation rule:
- Trigger: New sale.
- Action: Add a tag "client-course1". Click here to see how do automation rules operate