How do I manage contacts in System.io?

What is io system contact management?

Well, it's really super simple, which is to be expected since the platform is one of the easiest to use on the market.

In this article, you'll learn how to manage contacts in System.io.

Presentation by founder Aurélien Amacker

What is io system contact management?

Contact management is extremely simple in System.io because it involves creating and assigning tags to your contacts.

In concrete terms, what is a tag in System.io?

Well, it's just a word that you automatically or manually assign to your contact, which will trigger actions or not, as the case may be. The goal is to automate and segment your contacts.

For example, when a new contact enters your sales funnel, you can assign them the tag "Prospect," and when they purchase your product/service, you can assign them the tag "Customer."

And it's super fun to do that with the workflow editor. ????

What actions can trigger tags?

Tags can trigger the following actions:

• Add a tag to the contact
• Delete a tag from the contact
• Providing access to hands-on training
• Add the contact to an email campaign
• Unsubscribe the contact from an email campaign
• Call a webhook (when an event occurs in SIO, the request will be sent to the webhook URL)
• Send an email to the contact
• Send an email to a specific address

This is just a taste of what's to come. We'll explore all the possibilities in the final article of my free starter guide to System.io.

How to import an email contact list into System.io

First, you need to save your Excel contact file in CSV format.
To do this, click on the "File" menu, then "Save As." This window will appear. 

In the "type" field, select "CSV (separator: semicolon)." Then click on "Save."
There you go, you now have your CSV file. Next, we'll import it into System.io.

Click on the "Contacts" menu in System.io, then on "Import contacts."
Select your CSV file, then choose the delimiter and tag you want to add to these contacts.

Finally, select "Email" for the column type and click on "Import."
Congratulations! Your contacts are now imported into System.io.

How to export an email contact list in System.io

To export your System.io contacts, simply go to the "Contacts" menu and select the contacts you want to export.

Click on "More actions" (at the bottom right of the screen), then on "Export."

Check what data you want to export (usually, you leave everything selected). Then confirm by clicking "Export" again.

You will then receive a CSV file containing your contact list directly to the email address associated with your System.io account. This is the one you use to log in to System.io. ????

Creating tags in system io

To create a tag in System.io, hover your mouse over the "Contacts" menu, then select "Manage tags."

Then, click on "Create," enter the name of the tag, and save.

Well done, you've just created a tag in System.io.????

Automatic or manual addition of tags to contacts

To automatically add tags to your contacts, you'll need to create automation rules. But don't worry, it's easy. We'll cover this in the last article of my free starter guide.

Now, let's see how to manually add tags to your existing contacts.

Hover your mouse over the "Contacts" menu and click on "Contacts."
Select the contact you want to tag.
Click on "More actions" at the bottom right of the screen and then on "Add a tag."

All you have to do is select the tag you want to assign to your contact from the drop-down list and click "Add tag."

How do I delete a tag in System.io?

Hover your mouse over the "Contacts" menu and click on "Manage Tags."
Simply hover your mouse over the trash can icon to the right of your tag and click on it.
A confirmation window will appear so you can see, for example, the automations linked to this tag. All you have to do is confirm the deletion of the tag.

Tell me what you think about contact management in System.io in the comments.
You can use the comments as a chat and ask me your questions. ????

Next step in the free starter guide: