• How to create a tag

  In this article, you will learn how to create a tag. Why use tags? Tags are a feature that can be used to identify and better manage contacts by organizing them into categories. Depending on their origin and status, different tags may be assigned to them (i.e. contacts, customers, students, campaign). For example, we can assign the tag "Client-course-1" to customers who have purchased course 1. Creating a tag To create a tag, navigate to the "CRM" tab and click onPopular

• How to import or export a contact list

  In this article, you will learn how to import or export contact file in systeme.io. To get started, you will need: a systeme.io account an email list saved in CSV format Saving your contacts as a CSV file Begin by converting your Excel file into CSV format. While saving, choose your preferred delimiter - comma, semicolon, or vertical bar. Open your contact list file using Excel and click on the "File" tab (number 1 in the image). (Popular

• How to delete multiple contacts

  On this page, you will learn how to delete part or all of your contact list. To get started, you will need: a systeme.io account a list of contacts Sometimes it can be useful to delete contacts that are no longer used. Deleting all contacts Click on "CRM", then click on "Contacts" in the menu (number 1 in the image). Next, click on the "Select all"Popular

• How to automatically and manually add tags to your contacts

  In this article, you will learn how to automatically and manually add tags to your contacts. You will need: a systeme.io account a tag (How to create a tag) 1) Adding tags automatically: To add tags automatically, you'll need to create automation rules to assign tags. To learn how to create automation rules, click here. AltPopular

• How to delete bounced contacts

  In this article, you will learn how to delete bounced contacts. To get started, you will need: a systeme.io account a list of contacts a contact with the "bounced" status Accessing your contacts Navigate to the "CRM" tab and click on "Contacts" that appears just below (number 1 in the image). Filtering bounced contacts Click the "Contact stPopular

• How to add a contact manually

  In this article, we will see how to add a contact manually. What you will need: a systeme.io account the email address of the contact you want to add Go to the "CRM" tab and click on "Contacts" that appears just below. (number 1 in the image). Next, click on the "+ Create contact" button (number 2 in the image). (https://storage.crisp.chat/users/helpdFew readers

• How to subscribe contacts to a campaign when importing a contact list

  In this article, we will see how to subscribe a contact to a campaign when importing a contact list on systeme.io. What you will need: a campaign created on the systeme.io a CSV file containing the contact list to be imported Step 1: Choose the campaign When you import your contact list to systeme.io, click on the button "Choose a campaign" and select the campaign of your choice. (https://storage.crisp.chat/users/helpdesk/website/-/8/Few readers

• How to delete a tag

  In this article, you will learn how to delete tags that are no longer needed. What you will need: a systeme.io account a tag (How to create a tag) Viewing your tags To display a list of all the tags that you've created, click on "CRM" from the menu bar, then on "Tags" (number 1 in the image). (https://storage.crisp.chat/users/helpdesk/website/-/f/d/c/5/fdc59d9d975fc800/pj-11jfw8gy.pnFew readers