How to automatically and manually add tags to your contacts | systeme.io tutorials

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In this video, you will learn how to automatically and manually add tags to your contacts in systeme.io.

Effective contact management is the key to a successful marketing strategy. By assigning tags to your leads and customers, you can segment your audience, ensuring that the right people receive the right emails.

Whether you are welcoming a new subscriber or categorizing a paying customer, systeme.io offers flexible ways to apply these labels.

We cover two distinct methods in this tutorial. First, we show you the automatic method, which is essential for scaling your business. This involves setting up "Automation Rules" or configuring your Order Forms so that tags are applied instantly when a specific event occurs, such as a form subscription or a purchase.

Second, we demonstrate the manual method. This is particularly useful for managing existing lists or updating contact details for specific individuals. You will learn how to select contacts in bulk within your CRM and apply tags to them in just a few clicks.

What you will learn in this tutorial:

✅ Automatic tagging via rules: How to set up a simple "Trigger" and "Action" workflow to tag contacts the moment they subscribe to a form.

✅ Tagging at checkout: How to configure your sales funnel settings to automatically tag customers immediately after they buy a product through your Order Forms.

✅ Manual bulk tagging: A step-by-step guide to navigating your contact list, selecting multiple subscribers, and assigning tags to them simultaneously using the "More actions" menu.

Timestamps:
00:00 - Introduction
00:07 - How to add tags automatically (Automation Rules)
00:19 - Adding tags via Funnel Settings (Order Forms)
00:29 - Navigating to the contact list
00:35 - Selecting contacts for manual tagging
00:42 - Using the "More actions" button
00:46 - Adding the tag manually
00:54 - Conclusion

By mastering these two methods, you ensure your email list stays organized, clean, and ready for targeted marketing campaigns.

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