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In today’s digital landscape, managing your contacts effectively is crucial for successful email marketing. If you’ve chosen Systeme.io as your go-to platform, you’re already on the right track. One of the best features of Systeme.io is its tagging system, which allows you to categorize and segment your audience based on their interests, behavior, or any criteria you choose.

Tags can help you personalize your communication, making it easier to target specific groups of contacts with relevant content. In this article, we’ll walk you through how to add tags to your contacts in Systeme.io, whether you’re doing it manually or importing a list. Let’s dive in!

Why Use Tags?

Before we get started, let’s briefly touch on why tagging is beneficial:

• Tracking Engagement: Tags can help you track how different segments of your audience respond to your campaigns, allowing you to refine your strategy.
• Improved Segmentation: Tags allow you to divide your contacts into different groups, making it easier to send targeted messages.
• Personalization: By knowing more about your contacts, you can craft messages that resonate with them, leading to higher engagement.

How to Add a Tag to a Contact in Systeme.io

Step 0: Create Tags (mandatory for any method you will use)

1. Click on the « CRM » tab located in the top of your screen.
2. Click on the « Tags » submenu to create a new tag.
3. Now click on the « + Create » blue button in the top-right corner of your screen.
4. Type the name of your tag under « Tag name » and click on the « Save » button.
5. Your tag has just been created! ✅

Method 1: Manually Adding Tags

This method is ideal if you’re starting with a small list or if you only need punctually add a few contacts to your base.

Step 1: Add Tags to a Contact

1. Click on the « CRM » tab in the top of your screen and click again on « Contacts » below.
2. Now, you can either check the contacts you want to add the tag to, or filter them out, and then check the box aside « Date Registered » to select all of them.
3. Once you have selected the contacts that you want to add the tag(s) to, simply click on the « More actions » white button in the bottom-right of your screen (Note that this button may be partially hidden by the assistance box – the bubble with the question mark).
4. Click on « Add tag » and select the tag that you have created in step 1.
5. Once selected, click on the « Add tag to contacts » blue button.
6. And voilà! Your tag(s) have been successfully added to your contacts! ✅

Method 2: Adding Tags During Import

If you have a larger list to import, adding tags during the import process can save you a lot of time.

Step 1: Prepare Your CSV File (from outside the platform)

1. Ensure your contacts are organized in a Comma-Separated Values (CSV) format. This can be easily done using spreadsheet software like Microsoft Excel or Google Sheets.

Step 2: Navigate to the Import Section (in the platform)

1. Go to the “CRM” section of your dashboard.
2. Click on « Contacts« .
3. Click on the “Import Contacts” button.

Step 3: Upload Your CSV File

1. Click on “Choose CSV file with contacts” and select your prepared CSV file (the file type or file kind will be: « CSV File » or « CSV Document« , or you can see your document name’s ending with the extension: « .csv« ).

Step 4: Set Delimiter Options

1. Specify the delimiter used in your CSV file. The default is a comma, but you can select other options if necessary. In other words, the delimiter is the character that is used to separate one value from another.
   I.e.: « value 1 value 2 » are considered one value no matter which delimiter has been used – « value 1, value 2 » are considered two values if the delimiter is set to comma (one value if set to semicolon) – « value 1; value 2 » are considered two values if the delimiter is set to semicolon (one value if set to comma).

Step 5: Assign Tags During Import

1. As you proceed with the import, you’ll have the option to assign tags to all imported contacts.
2. Simply enter the tags you want to apply. This will ensure all imported contacts are categorized correctly from the start (note that you need to have created your tags into your Systeme.io account as outlined in « Step 0 » to be able to use them).

Step 6: Match Your Fields

1. Systeme.io will display a preview of your data. Here, match the fields in your CSV file (like Email, First Name, Last Name) with the corresponding fields in Systeme.io.
2. Ensure that the tag field is also correctly mapped if you added tags in your CSV.

Step 7: Complete the Import

1. Once everything looks correct, click the “Import” button. Systeme.io will handle the rest, including adding the tags to your new contacts.

Tips for Effective Tagging

• Utilize Multiple Tags: Don’t hesitate to assign multiple tags to a contact. This allows for more refined segmentation and targeting.
• Be Consistent: Use a consistent naming convention for your tags. This helps avoid confusion and makes it easier to manage your contacts.
• Regularly Review Tags: Periodically assess your tags to ensure they’re still relevant and useful for your marketing strategy.

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Conclusion

Adding tags to your contacts in Systeme.io is a straightforward yet powerful way to enhance your email marketing efforts. Whether you’re adding contacts manually or importing a list, tagging enables you to communicate more effectively with your audience.

By leveraging the tagging feature, you can ensure your messages reach the right people, making your marketing campaigns more impactful. Start tagging your contacts today, and watch your engagement rates soar! Happy tagging! 😊👍