How to create a tag | systeme.io tutorials

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In this video, you will learn how to create and manage tags in systeme.io, a fundamental step for organizing your contacts and automating your marketing.

Unlike other platforms that use rigid email lists, systeme.io uses a streamlined tag-based system. This means you have one main contact list, and you use tags to segment your audience based on their behavior, interests, or purchase history. This method allows for highly targeted marketing—for example, you can send an email specifically to "Customers" while excluding "Leads," or identify "Students" who have enrolled in a specific course.

There are two primary ways to set this up, both of which are covered in this tutorial. The first is the standard manual creation method, where you navigate to the CRM dashboard to set up your segmentation before building funnels. We recommend using clear naming conventions (e.g., "Lead - Ebook," "Customer - Course 1") to keep your database organized as it grows.

The second method allows for more flexibility by creating tags on the fly. You don't always have to create a tag beforehand; you can generate a new tag directly inside the "Automation Rules" or funnel steps. This allows you to build your workflow seamlessly without leaving the page you are working on to go back to the settings menu.

What you will learn in this tutorial:

✅ Tag Fundamentals: Understand that tags are used to categorize contacts (e.g., separating "Leads" from "Customers") to ensure your marketing is relevant.

✅ Manual Setup: A step-by-step guide to creating a tag via the main menu, perfect for setting up your initial contact structure.

✅ Automation Shortcuts: How to generate a new tag instantly while configuring triggers and actions in your sales funnels.

Timestamps:
00:00 - Introduction
00:04 - What are tags in systeme.io?
00:15 - Navigating to the Tags menu
00:20 - Creating a new tag manually
00:25 - Naming your tag
00:37 - Saving your new tag
00:41 - Creating a tag inside Automation Rules

By mastering tags, you unlock the full potential of systeme.io's automation, ensuring the right people receive the right content at the right time.

#systemeio #emailmarketing #crm #marketingautomation #salesfunnels #contactmanagement #digitalmarketing #onlinebusiness