Sendblue Dashboard: Conversation Tags
Last updated: April 12, 2026
Last Updated: April 12, 2026
Dashboard Organization Guide
Overview
Conversation Tags help you organize threads in the Sendblue dashboard so your team can filter, review, and act on conversations more consistently. They work best as lightweight labels for workflow state, campaign grouping, or follow-up status.
Strong use cases for tags
Separating campaigns, experiments, or lead sources.
Highlighting follow-up states like needs reply, booked, or warm lead.
Creating simple operational views for one team without moving conversations out of the main workspace.
Recommended tag strategy
| Good pattern | Why it helps |
|---|---|
| Use a small shared naming convention | Keeps filters useful instead of turning into a tag graveyard. |
| Tag for status or routing, not every tiny detail | Improves consistency across users. |
| Review old tags periodically | Prevents stale one-off tags from cluttering the dashboard. |
What tags are not great for
Replacing ownership or assignment when you really need assignees.
Acting as your only source of truth for reporting-heavy workflows.
Creating dozens of near-duplicate tags for the same idea.
How to verify tags are helping instead of hurting
Apply a tag to a few active conversations first.
Filter the dashboard by that tag and confirm the view is actually useful.
Check whether multiple team members are using the same spelling and meaning.
Retire or merge low-value tags before you scale the pattern further.