How to automatically and manually add tags to your contacts

📅 Last updated: June 2026

⏱ 6 min read

✅ Tagging contacts

In this article, you will learn how to automatically and manually add tags to your contacts in SystemeScale.

Tags help you organize contacts, segment your audience, trigger automations, identify buyers or students, and track how different groups of contacts behave inside your account.

What you need before you start

A SystemeScale account
A tag

🏷️

Need to create a tag?

Create the tag first if it does not already exist in your account.

Create a Tag →

1. Adding tags automatically

To add tags automatically, create automation rules that assign tags when a specific trigger occurs.

For example, you can automatically add a tag when someone subscribes through a form, purchases an offer, clicks a link, joins a campaign, or completes another tracked action.

Create an automation rule

Go to Automations → Rules, then create a new rule.

Choose the trigger

Select the event that should cause the tag to be added.

Add the tag action

Choose the action that adds a tag to the contact.

Select or create the tag

Select an existing tag, or type a new tag name so it can be created and used inside the automation.

Save the rule

Save the automation rule so the tag can be applied automatically when the trigger occurs.

⚙️

Need automation-rule help?

Learn how to create automation rules before assigning tags automatically.

Create Automation Rules →

Adding tags through payment-page resources

Tags can also be added through the Resources section of your order form or payment page.

This is useful when you want buyers to receive a tag immediately after purchasing a product, course, subscription, or membership offer.

💳

Useful for buyer segmentation

Adding tags through payment-page resources helps you identify customers based on the exact offer they purchased.

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Need an order form?

Create an order form or payment page before adding tag resources to a paid offer.

Create Order Form →

2. Adding tags manually

You can manually add a tag to one or more contacts from the Contacts page.

This is helpful when you want to organize contacts after import, correct a segment manually, mark a customer, or update a small group without creating an automation.

Open Contacts

Click Contacts in the CRM menu.

Select contact(s)

Select the contact or contacts you want to assign the tag to.

Open More actions

Click More actions.

Choose Add tag

From the action list, choose Add tag.

Select the tag

In the popup, choose the tag you want to assign.

Apply the tag

Click Add tag to contacts.

When to use automatic tagging

Use automatic tagging when the tag should be applied repeatedly based on a contact’s action or status.

When a contact submits a form
When a contact purchases a product
When a contact is added to a campaign
When a student gains access to a course
When a customer buys a subscription or membership

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Automation saves time

Use automatic tagging for repeated actions so contacts are segmented immediately without manual work.

When to use manual tagging

Use manual tagging when you need to update a specific contact or a small selected group.

After importing contacts
After confirming a manual payment
When correcting a contact segment
When marking VIP customers or special cases
When handling one-off customer support or CRM updates

Best practices

Create clear tag names before using them in rules or payment resources.
Use consistent naming patterns, such as Buyer-Course-1, Lead-Webinar, or Status-VIP.
Use automatic tagging for repeated customer actions.
Use manual tagging for corrections, one-off updates, and small groups.
Review your tag list regularly to avoid duplicate or confusing tags.

Related contact management guides

Use the related guides below if you need to create tags, delete tags, import contacts, create automation rules, or build order forms/payment pages.

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📄Contacts & CRM help articles→📄How to create a tag→📄How to delete a tag→📄How to import or export a contact list→📄How to add a contact manually→📄How to create automated rules→📄How to create workflows in SystemeScale→📄How to create an order form/payment page→