Overview
The Metadata feature allows additional information to be appended to a lead once it has been uploaded into the platform. The Metadata fields can be set up at the Enterprise level, then populated within each campaign. These values will then be captured for any leads on that campaign.
Up to 5 custom metadata fields can be configured, for which the values will be recorded with any leads on the enterprise or campaign.
Use Case
Metadata fields can be used to store internal reference numbers for other systems.
The configured Metadata fields can be included in the following report types:
- Leads > Export
- Campaign > Leads > Export
- Reports > Report Builder (both Campaign and Lead type reports)
Setup
Navigate to Enterprise > Metadata, then click Add.
Populate the name of the new Metadata field, then click Save.
This newly added field will be displayed in the table.
Please note:
- Metadata fields cannot be deleted once they have been added.
- You can have a maximum of 5 Metadata fields.
Once the Metadata fields have been configured at the Enterprise level, navigate to Admin > Setup within your campaign and select the Metadata tab.
Populate the values of your configured Metadata fields for this campaign and click Save.