Auto-Tag New Leads in Systeme.io (Without Touching Anything)

If you're not tagging your leads the moment they come in, you're wasting segmentation power. Good news: you can do it automatically — and invisibly.

Here’s how to auto-tag new contacts so your list stays clean without lifting a finger.

What You’ll Use

• Funnel or Form

• Automation Rule

• One-time config. That’s it.

Step-by-Step: Tag on Funnel Entry

1. Go to your funnel

2. Click on the step (e.g. opt-in page)

3. Scroll to Automation Rules

4. Click Add Rule

   • Trigger: Form submitted

   • Action: Add tag → e.g. lead, ebook-optin, from-seo, etc.

Now every new signup from that funnel gets tagged instantly.

Bonus: Stack Multiple Tags

You can add more than one.

Example:

• Tag 1: lead

• Tag 2: blog-reader

• Tag 3: funnel-a-entry

Now you know who they are, where they came from, and what they want — without asking them anything.

Step-by-Step: Tag from Email Click

Want to tag contacts who click a specific email link?

1. Go to your email

2. Highlight a link

3. Enable Tracking

4. Set Action: Add tag (e.g. interested-in-product-A)

This is perfect for segmenting based on behavior — not guesses.

Why Tag Automatically?

• Better targeting

• Smarter automations

• Higher conversions

• Fewer unsubscribes

• You stay organized as you scale

You don’t need to build logic trees in your head. Just tag as you go.

🙈 Low-Key Plug (It’s Relevant)