Smart Tagging in Systeme.io: Segment Without Losing Your Mind

Most people either over-tag everything (chaos) or never tag anything (useless). But Systeme.io’s tagging system is simple — if you use it right.

Here’s how to keep it clean, smart, and powerful.

What Are Tags?

Tags are labels you stick on contacts to segment them.

Think:

  • “lead”

  • “ebook-optin”

  • “buyer”

  • “webinar-no-show”

  • “clicked-offer-3”

You can add/remove tags manually, via automation, or during import.

Why Tags Matter

They let you:

  • Build targeted email lists

  • Trigger automations only for certain people

  • Exclude users from promos

  • Track behavior over time

It’s the difference between a mass blast and a sniper shot.

Where to Use Tags in Systeme.io

  • Funnel steps (e.g. “Form submitted” → Add tag)

  • Product purchases (Add “customer”)

  • Email clicks (Add “interested-offer-x”)

  • Manual segmentation after import

You can also use tags as conditions inside automations. Super clean.

How to Keep Tagging Simple (Rule of 3)

  1. What they are
    e.g. lead, customer, affiliate

  2. What they did
    e.g. clicked-funnel, purchased-ebook, webinar-no-show

  3. Where they came from
    e.g. fb-ads, blog-seo, youtube

Mix and match:
lead + clicked-funnel + blog-seo = hot SEO prospect
customer + webinar-no-show + fb-ads = buyer who missed upsell

Example Workflow

  • Form submitted → Add lead

  • Clicks offer in email → Add clicked-offer-A

  • Buys product → Remove lead, add customer

  • Didn't buy → After 3 days, send promo → If click, add hot-lead

This setup = cleaner targeting, smarter sales, better ROI.

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