Enrich your customer knowledge independently. Easily create and manage your additional data to refine your analyses and push the personalization of your surveys even further.
Metadata, also called "additional data", refers to all supplementary information related to a contact or a respondent. It may sometimes correspond to data coming from survey feedbacks. To learn more, see the article on this topic: What is metadata?
Access metadata management
From the platform's administration center, you can create, modify, and delete the metadata of your account.
⚠️ The administration center is only accessible to users whose profile holds administrator privileges ("Manage").
To do this, from the platform's left sidebar, access the administration center by clicking on the "Administration" tab.
Then, in the administration center's left sidebar, expand the "Data and indicators" section, then click on the "Metadata" sub-section.
Create metadata
To create new metadata on your account, start by clicking the "Add a metadata" button.
A new configuration panel opens on the right, allowing you to enter the information required to create metadata.
- Metadata label in French
Start by assigning a name to your metadata.
This name will appear in customer files as well as in the dropdown list of filters available on the platform.
The maximum allowed length is 40 characters. To make charts easier to read on the platform, place the main subject of the metadata at the beginning of the label.
Example: Prefer "Arrival date campsite London" to "Campsite London - Arrival date".
- Translated metadata label
In a multilingual context, if you have configured multiple languages in the program settings (learn more), you can enter a translation of the label for each of them.
The maximum allowed length is also 40 characters for label translations.
- Metadata identifier
Then enter the internal identifier of the metadata (also called "WS Name"), which will match your data source with the metadata.
The identifier must not contain uppercase letters, spaces, or special characters.
Be careful when creating the identifier because it is the only parameter that cannot be modified once the creation is validated.
- Metadata category
Select the category of your metadata.
This configuration will automatically place the metadata in the appropriate category in customer files.
Customer metadata |
Site metadata |
Journey metadata |
Individual information about contacts and respondents |
Details about the site, establishment, or entity responsible for the customer experience |
Details about the journey followed by the respondent |
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The "System" and "Experience" categories are reserved for the internal operation of the platform. Therefore, they cannot be selected when creating new metadata.
- Metadata type
Then choose the appropriate type (that is, the format) for the values your metadata must collect.
You can define a specific data format, but note that the default type is suitable for most uses.
If the metadata value is not received in the expected format, the entire contact linked to this metadata is rejected.
| String | Default free format suitable for all types of characters |
| Number | Required format for data that must be calculated |
| Date | Mandatory format for dates (ISO 8601) |
- Private status of the metadata
By checking this box, you identify this metadata as Private Data. Its retention period will then automatically align with the one defined in the program settings (learn more).
- Mandatory status of the metadata
By checking this box, you identify this metadata as required.
If the metadata value is missing in the incoming flow, the entire contact linked to this metadata is rejected.
- Filterable status of the metadata
By activating this option, you identify this metadata as filterable. It will therefore be available in the filters accessible on the platform (learn more).
- Analyzable status of the metadata
By activating this option, you identify this metadata as analyzable. It can therefore be analyzed in the platform (in the "Indicators details" section as well as in the widgets).
- Multiple values option
By activating this option, you identify this metadata as being able to include several distinct values.
If this option is not activated, the multiple values collected by the metadata will be concatenated into a single string (e.g.: "Value1Value2Value3") and it will be necessary to perform a history recovery to separate the values.
Once the metadata configuration is completed, click the "Save" button to create it.
Edit metadata
To edit existing metadata, go to the "Metadata" page, click the vertical ellipsis icon (⋮), then click "Edit".
You can then make any desired changes to your metadata.
Make sure to click the "Save" button to apply all changes to the metadata.
💭 You can freely edit all the properties of a metadata (label, translations, category, type, and statuses). However, the identifier (or "WS Name") used during its creation is permanent.
Delete metadata
To delete existing metadata, go to the "Metadata" page, click the vertical ellipsis icon (⋮), then click "Delete".
The metadata will be permanently removed from the platform.
⚠️ To preserve the integrity of your results, a metadata associated with existing feedbacks cannot be deleted. If you attempt to do so, an error message will automatically appear in the top right corner of the page. To request the archiving or permanent deletion of a metadata that has already collected values, please contact your SatisFactory Customer Success Manager directly, specifying the reasons for your request.
For further assistance or to report a specific issue, please contact our Support team.
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