How to Create and Use Tags in Systeme.io

This video shows how to create a tag in Systeme.io, what every column on the Tags page means, and how to put a tag on a contact by hand, both when you add a new contact and from the contacts list. It then uses the tag to start an automation rule that takes another tag off, filters the contacts list by the tag, saves that filter, and checks the tag's numbers on the Tags page. Chapters 0:00 What tags are and the Tags page 0:36 Create a tag 0:47 What the columns on the Tags page mean 1:16 Rename or delete a tag 1:32 Use a tag to start an automation rule 3:11 Add a contact with a tag 3:49 Tag contacts from the contacts list 4:21 The rule takes the old tag off 4:44 Filter contacts by tag and save the filter 5:35 The tag's numbers, and the quick way to its contacts Recorded in Systeme.io in October 2026.