Managing and Using Tags

Organize, find, and manage your templates with integrated tag support for emails, SMS, eVoice, blocks, and more.

This guide covers how to add, remove, and manage tags.

Managing Tags

Admins manage which tags are available in which workspace, and where they can be used, from the Tag Directory dashboard.

Admin dashboard tag management with 3 tags, toggles, and permissions listed

Tags can also be toggled Active and Inactive from this page.

Toggling a tag inactive removes it as an option when adding tags, while leaving it on previously tagged resource

Creating and Modifying Tags

Select the Create New Tag button on the Tag Directory page Tag Directory.

Tags can be limited to specific workspaces and enabled for templates, drafts, blocks, or any combination of these. This allows for granular control over how tags are used across your organization, ensuring tags are only available where needed.

Admin dashboard tag management with 3 tags, toggles, and permissions listed

Workspace availability can be later edited by selecting Manage Workspaces from the " 3 dot " three dot menu on the tag list

Adding and Removing Tags

Adding and removing a tag can be done through the app by selecting it from a list of available tags on the resource.

Block tags are accessed from the block list, draft tags from the template's drafts list, and template tags from their workspace list shown below.

Arrow pointing to the add tag button under a template on a workspace template list

Automating with Tags

Webhook payloads include tag names and ids for all template, draft, and block objects. See our webhook events for payload examples.

Tags can also be added, edited, and unassigned via the Dyspatch API tags endpoint

Frequently Asked Questions

Q: Who can add or remove tags? A: Any user with can edit permission can add or remove tags from templates and drafts, while developers and admins can create and manage tags. More on user permissions here.

Q: Can tags be used for reporting? A: Yes, tags can be used to filter and organize content for reporting and automation workflow purposes.