How to automatically and manually add tags to your contacts
In this article, you will learn how to automatically and manually add tags to your contacts.
You will need:
- a systeme.io account
- a tag (How to create a tag)
1) Adding tags automatically:
To add tags automatically, you'll need to create automation rules to assign tags. To learn how to create automation rules, click here.
Alternatively, tags can also be added to your payment page resources. To learn how to create an order form or payment page, click here.
2) Adding tags manually:
Go to the "Menu", click on "Contacts", and then "Contacts" (number 1 in the image).
Select the contact or contacts to which you want to assign the tag (number 2 in the image), then click on "More actions" (number 3 in the image) and choose "Add tag" (number 4 in the image).
Choose the tag you want to assign to your contact (number 5 in the image), and click on
"Add tag to contacts" (number 6 in the image).