Adding metadata
Metadata is data that provides information about other data. It helps to describe, organize, and manage the data, making it easier to retrieve, use, or analyze. Essentially, metadata provides context and details that enhance the understanding and utilization of the primary data.
Two types of metadata
Personal metadata allows you to customize elements like invitations or follow-ups, such as for Closed Loop Feedback (CLF). You can choose to hide certain metadata fields if they are not necessary for reporting, this metadata field will no longer be available as a filter in reports.
Contextual metadata is primarily valuable for analyzing reports and gaining insights after data collection. It helps you understand the context behind the feedback, leading to more informed decision-making.
Instructions
Click on your initials in the top-right corner of the screen.
From the dropdown menu, select My Environment.
At the top of the page, locate and click on the Metadata tab.
Click on the
-icon located in the top-right corner of the metadata table.
In the Field box, enter the name of your variable in the CRM system.
The Field variable name must exactly match the corresponding variable name in your CRM system.
In the Alias field, enter the name under which this variable will be displayed in the Insocial platform.
Optional:
If certain metadata is not relevant or is cluttering your reporting views, you can switch the Hidden toggle button to active to hide it.
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