How to Create a Tag on Systeme.io
Tags are one of the most important organizational tools inside Systeme.io. They allow you to segment your audience, track your customer journey, and send targeted communications to the right people at the right time.
Instead of emailing your entire list every time you send a newsletter or promotion, tags let you group contacts based on their behavior - such as downloading a lead magnet, joining a specific program, or completing a purchase.
Over time, this becomes a powerful way to understand where someone is in your ecosystem and tailor your messaging accordingly.
In this tutorial, we’ll walk through how to create a tag in Systeme.io so you can begin organizing your audience and building smarter automations.
Step 1: Click the dropdown arrow on the 'CRM' tab of your main dashboard
Step 2: Select "Tags" from the list
Step 3: Click "Create" to create a new tag.
Step 4: Name your tag and hit 'Save'
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