How to add a contact manually | systeme.io tutorials

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Need to add a single lead to your email list without performing a bulk import? This tutorial guides you through the simple process of manually adding a contact in systeme.io. This method is perfect for adding individual clients, leads you’ve met offline, or for testing your email sequences.

We'll walk you through the entire form, explaining which fields are mandatory and how to instantly organize your new lead using tags.

What you'll learn in this tutorial:

✅ Accessing the contacts dashboard: How to navigate to the CRM tab to view and manage your list.

✅ Creating a new contact: The step-by-step process of adding a new individual record to your database.

✅ Filling in contact details: Learn which fields are required (Email and Language) and how to add optional information like name, address, and phone number.

✅ Assigning tags: Discover how to apply a tag to your new contact immediately during creation, ensuring they are segmented correctly from the start.

✅ Saving and verifying: How to finalize the entry and confirm the new contact has been successfully added to your list.

Timestamps:
00:00 - Introduction
00:12 - How to access the contacts dashboard
00:18 - How to create a new contact
00:26 - Filling in mandatory and optional details
00:39 - How to add a tag to the contact
00:49 - Saving the new contact

#systemeio #emailmarketing #crm #contactmanagement #listbuilding #digitalmarketing #marketingautomation