How to use custom metadata?

Please see the Setting->Contacts section for creating your metadata fields.

Overall, the metadata provides more details that can be stored on contact and can be used to personalize the templates or as filter criteria when creating a new contact segment. Some general metadata examples: middle name, business name, product purchased, salesperson name, internal reference number, etc.

Let's assume you have created the [middle_name] metadata field

1. Now a middle_name field will show up under each contact.

2. When you create a new contact, a middle_name field will appear so you can add it to a new contact.

3. Additionally, it will appear as a variable in your SMS and Email templates when you edit a template.

4. It will be available in the contacts CSV import & the Import contacts V2

5. You can also pre-center set metadata in the external forms, for example, the agent name. Later on, you can use the agent name when creating an email or SMS text message template.