In this article you will learn how to add metadata to enrich your email lists. By adding metadata you will able to segment feedback, identify users with their id’s, add transaction details like sums; or whatever you can think of!
Adding metadata to your email campaigns is quite simple. The following steps will guide you through the process of how to add metadata to your CSV or XLSX files.
It's mandatory for the first column to be named “email” (all in lower case) so the system can identify each email address.
The following added columns will be taken as metadata fields, regardless of their alphanumerical format. The first row will be always considered as the name of the metadata field.
As you can see in the example below, you can add any segmentation details you wish as metadata columns.
3. All respondents will receive unique links and their responses are automatically complemented with whatever data was uploaded in the contact list file.
All metadata in this approach will be preserved safe inside Feedbackly’s database and they will not be exposed to the respondent.
After you have collected feedback you will be able to view individual metadata values in the Response list-tab in Survey analytics or filter and group by the values on the charts side.
Note that these special characters cannot be included in metadata keys and values;
;
: and
&
More information about the basics of setting up an email campaign can be found in this article.