TABLE OF CONTENTS
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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 at the Tenant Level
Navigate to your Organization Settings, scroll to Campaign Metadata, and click + Add Metadata Field.
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.
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.
Overriding Campaign Metadata at the Subaccount Level
Subaccount Admins can override default values and required fields by navigating to the Settings tab, scrolling to the Campaign Metadata section, and clicking the toggle.
Admins can view all configured campaign metadata and change default values and required status
If a default value was archived at the org level, the subaccount will be prompted to select a new default
Adding Campaign Metadata to a Campaign
Navigate to the Campaigns tab and click + New Campaign.
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If a default has been archived, an error message appears with a link to fix it in Subaccount Settings
Once a campaign is started, you can edit applied metadata by clicking Edit in the top right corner of the Campaign View page.
View assigned metadata by clicking the Campaign Metadata drawer above the Schedule button.