Want to tag contacts automatically when someone opts in using Systeme.io?
In this beginner-friendly tutorial, I’ll show you the easiest way to tag new subscribers by adding a tag directly at the opt-in form level. This means every lead gets labelled instantly — no extra workflows or complicated automations required.
This method is perfect if you want a simple, reliable setup that works as soon as someone submits your form.
In this video, you’ll learn:
• Where to find Automation Rules on an opt-in form
• How to add a tag automatically when someone subscribes
• How to name tags clearly for tracking and segmentation
• How to test and confirm the tag is working
If you’re new to Systeme.io and want an easy win, this is the best place to start.
✅ Free resource
???? Beginner Funnel Checklist / Freebie:
????https://www.pagebuilderacademy.com/starter
Get a FREE Systeme.io account below:
????https://www.pagebuilderacademy.com/systeme
See my full Systeme.io review + bonuses:
????https://www.pagebuilderacademy.com/2r8b
⏱️ Timestamps
00:00 Why auto-tagging leads matters
00:13 Where we’ll add the tag (opt-in form)
00:23 Open your funnel
00:48 Add a tag using automation rule
01:20 Tag naming best practice
02:08 Test the opt-in form
02:54 Confirm tag in CRM
03:30 Free resource + wrap-up
#systemeio #systemeiotutorial #emailmarketing #leadgeneration #marketingautomation
#optinpage #emailautomation #leadmagnets #beginnertutorial
========================
QUESTIONS? CONTACT ME!
========================
EMAIL: zaf@pagebuilderacademy.com
===========
FOLLOW ME
===========
▶ YOUTUBE SUBSCRIBE - @PageBuilderAcademy
============
DISCLAIMER
============
Some of the links in this description may be affiliate links, which means I receive a small commission at NO ADDITIONAL cost to you if you decide to purchase something.
In this beginner-friendly tutorial, I’ll show you the easiest way to tag new subscribers by adding a tag directly at the opt-in form level. This means every lead gets labelled instantly — no extra workflows or complicated automations required.
This method is perfect if you want a simple, reliable setup that works as soon as someone submits your form.
In this video, you’ll learn:
• Where to find Automation Rules on an opt-in form
• How to add a tag automatically when someone subscribes
• How to name tags clearly for tracking and segmentation
• How to test and confirm the tag is working
If you’re new to Systeme.io and want an easy win, this is the best place to start.
✅ Free resource
???? Beginner Funnel Checklist / Freebie:
????https://www.pagebuilderacademy.com/starter
Get a FREE Systeme.io account below:
????https://www.pagebuilderacademy.com/systeme
See my full Systeme.io review + bonuses:
????https://www.pagebuilderacademy.com/2r8b
⏱️ Timestamps
00:00 Why auto-tagging leads matters
00:13 Where we’ll add the tag (opt-in form)
00:23 Open your funnel
00:48 Add a tag using automation rule
01:20 Tag naming best practice
02:08 Test the opt-in form
02:54 Confirm tag in CRM
03:30 Free resource + wrap-up
#systemeio #systemeiotutorial #emailmarketing #leadgeneration #marketingautomation
#optinpage #emailautomation #leadmagnets #beginnertutorial
========================
QUESTIONS? CONTACT ME!
========================
EMAIL: zaf@pagebuilderacademy.com
===========
FOLLOW ME
===========
▶ YOUTUBE SUBSCRIBE - @PageBuilderAcademy
============
DISCLAIMER
============
Some of the links in this description may be affiliate links, which means I receive a small commission at NO ADDITIONAL cost to you if you decide to purchase something.



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