How to create a tag

📅 Last updated: May 28, 2026

⏱ 5 min read

✅ Tags

In this article, you will learn how to create a tag in SystemeScale.

Tags help you identify and better manage contacts by organizing them into categories. Depending on their origin, status, or behavior, different tags can be assigned to contacts.

Why use tags?

Tags are useful for organizing contacts, customers, students, campaign subscribers, buyers, and other segments inside your CRM.

For example, you can assign the tag Client-course-1 to customers who purchased Course 1.

contacts for general leads
customers for buyers
students for course members
campaign for contacts added to a specific campaign
Client-course-1 for customers who purchased Course 1

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Tags make contact management easier

Use tags to segment contacts, trigger automations, identify buyers, manage students, and track where leads came from.

Creating a tag

To create a tag, navigate to the CRM tab and click Tags.

Click Create, enter a name for your tag in the Tag name field, then click Save.

Open CRM

Go to the CRM tab in your SystemeScale account.

Click Tags

Open the Tags section to view and manage your tags.

Click Create

Click Create to create a new tag.

Enter the tag name

Type the name of your tag in the Tag name field.

Save the tag

Click Save to finalize the tag.

Other ways to create tags

You can also create a new tag directly within automation rules.

Simply enter the name of the tag you want to create and use inside the automation rule. SystemeScale will create that tag automatically.

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Tags can be created inside automation rules

This is useful when building automations that add a tag after a form submission, purchase, campaign action, or other trigger.

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Need to apply tags automatically?

Learn how to automatically and manually add tags to contacts after creating your tag.

Read Tagging Guide →

Understanding tag statistics

On the main Tags dashboard, you can view performance metrics for each tag.

Metric	What it shows
Contacts added	The number of contacts added to the tag today, yesterday, and in total.
Removed contacts	The number of contacts removed from that tag.
Sales	The total sales generated by contacts carrying that specific tag.
Sales per contact	The average sales generated per contact carrying that tag.

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Tag statistics help you measure segments

You can use tag statistics to see which segments are growing, shrinking, or generating revenue.

Sales and tax calculation note

The amounts displayed in the Sales and Sales per contact columns are calculated including taxes.

This ensures your financial data is aligned and consistent with the revenue figures shown on your main contacts and transactions pages.

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Sales figures include taxes

When reviewing tag performance, remember that displayed sales amounts include taxes for consistency across your SystemeScale account.

Best practices for using tags

Use descriptive tag names that explain the contact’s source, status, or action.
Avoid duplicate tags with slightly different spellings.
Use consistent naming patterns, such as Source-Webinar, Buyer-Course-1, or Status-Student.
Review tag statistics to understand how each segment performs.
Use automation rules and workflows to apply tags automatically when contacts take important actions.

Related contact management guides

Use the related guides below if you need to delete a tag, add tags to contacts, import a list, or use tags inside automations and workflows.

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📄Contacts & CRM help articles→📄How to delete a tag→📄How to automatically and manually add tags to your contacts→📄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→