You can set up metadata by creating fields in your environment settings and linking them to the variables defined in your CRM system.
Metadata provides additional context to your survey data, helping you better organize, filter, and analyze responses.
What types of metadata are there?
Personal metadata
Used to customize elements such as invitations or follow-ups, for example in Closed Loop Feedback. You can choose to hide certain fields if they are not needed for reporting.
Contextual metadata
Used for analyzing reports and gaining insights after data collection. It helps you understand the context behind responses.
How do I set up metadata?
- Click on your initials in the top-right corner.
- Select My environment from the dropdown menu.
- Go to the Metadata tab.
- Click the + icon in the top-right corner of the metadata table.
- In the Field field, enter the name of your variable as defined in your CRM system. Important: The Field name must exactly match the variable name in your CRM system.
- In the Alias field, enter the name that will be displayed in the platform.
- Optional: If certain metadata fields are not relevant or clutter your reports, you can enable the Hidden toggle to hide them.