How to automatically and manually add tags to your contacts

In this article, you will learn how to assign tags to your contacts, whether automatically or manually.

What you will need:

• A systeme.io account

• A tag already created (click here to see how to create a tag)

1. Adding tags automatically

You can automatically assign tags based on certain actions taken by your contacts. Click here to read the article on automation rules.

You can also add them directly via the resources of your payment page (Click here to read the article on payment pages).

2. Adding tags manually

Click Contacts (1) in the CRM menu.

Select the contact(s) you want to assign the tag to (2), then click More actions (3) and choose Add tag (4).

A popup will appear. Choose the tag you want to assign to your contact (5), then click Add tag to contacts (6).

3. Managing tags and automation rules

It is important to remain vigilant about the automation rules already active in your account.

If a rule is configured to trigger upon the assignment of a tag, then each tag addition can automatically trigger one or more actions (subscription to a campaign, sending an email, etc.).

This means that the manual or automatic assignment of a tag can have impact your active automations.

Best practice:

Before adding or modifying tags, remember to:

• Check existing automation rules

• Understand the triggers associated with the tags

• Anticipate actions that could be launched automatically

Proper tag management prevents unwanted triggers and keeps automations consistent.

Using tags on systeme.io allows you to better organize your contacts and effectively segment your audience. Whether added automatically or manually, they constitute an essential tool to personalize your communications and improve the performance of your campaigns.