How to automatically and manually add tags to your contacts
On this page, you'll learn how you can automatically and manually add tags to your contacts.
You will need:
- a systeme.io account
- a tag (How to create a Tag)
1) Add tags automatically:
To add tags automatically, you need to create automation rules (Click here to read the article on automation rules).
Note that you can also add them to the resources of your payment page (How to create an order form/payment page).
2) Add tags manually:
Go to the "Menu", click on "Contacts", then "Contacts" (number 1 in the image).
Then 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 save (number 6 in the image).