Introduction
Metadata is additional information which is appended to a lead once it has been uploaded into the platform. It is now possible to configure up to 5 custom metadata fields, which will be added to all leads if configured. These fields can be used to store internal reference numbers for other systems, for example.
You can use the Export report as well as Report Builder (both Campaign-level and Lead-level) to report on this data.
In this article, we will outline how to add these fields at both an Enterprise level and at a Campaign level.
NB: Fields cannot be deleted once they have been added.
Enterprise Level
1. Within the platform, navigate to Enterprise>Metadata, then click Add.
2. Populate the name of the new Metadata field, then click Save.
3. This field will then be displayed in the table.
NB: You can have a maximum of 5 metadata fields.
1. Within your campaign, navigate to Admin>Setup, then select the Metadata tab.
2. On this tab, you can populate a maximum of 5 metadata fields.
Once completed, click Save.