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 setup at Enterprise level, then within each campaign, the values of each 'Metadata' field can be populated. These values will then be captured fore any leads on that campaign.
Up to 5 custom metadata fields can be configured of which the values will be recoded 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.
Populate the values of your configured 'Metadata' fields for this campaign and click 'Save'.