Organization Settings: Campaign Metadata

Campaign Metadata enables teams to stay aligned, filter efficiently and report with confidence by standardizing how campaigns are labeled. This feature enables organizations to define structured fields across subaccounts. These fields can then be applied to every campaign, improving organization, reporting, and oversight.

Configuring Campaign Metadata

1. Navigate to your Organization Settings, scroll to Campaign Metadata, and click + Add Metadata Field.

2. From the New Metadata Field window, input a field name, select the field type (Single Select, Multi Select, State, User List, True/False, and Text), and optionally set a default value and required status. Once satisfied with the field, click Save.

Note: User List is subaccount-specific and a default value cannot be set.

3. You can edit or delete fields from the Organization Settings page. Click the pencil icon to update field names or values, and click the trash can icon to delete them. Note: Field type cannot be changed after creation.

Adding Campaign Metadata to a Campaign

1. Navigate to the Campaigns tab and click + New Campaign.

2. Assign Campaign Metadata on the Basics step.

• • All required metadata fields must be filled before continuing

  • Defaults are pre-populated

  • If a default has been archived, an error message appears with a link to fix it in Subaccount Settings

3. Once a campaign is started, you can edit applied metadata by clicking Edit in the top right corner of the Campaign View page.

4. View assigned metadata by clicking the Campaign Metadata drawer above the Schedule button.