e-satisfaction

The #1 Humanized Marketing Platform

Applications: Metadata

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Introduction

Metadata is extra information in the form of key-value pairs that can be combined with Questionnaire Responses.

You may create your own metadata referring to the responder of the questionnaire and to the questionnaire.

Manage Metadata

You can see your Application Metadata by selecting the "Metadata" section on the left sidebar on the Application page:

Metadata are divided, depending on the owner of the information, into two categories:

  • Questionnaire Metadata
  • Responder Metadata

Questionnaire Metadata

Questionnaire metadata are the values that are related with the customer experience itself. These can be the order id, the order date, the products of the order, anything that is related with the transaction or the experience.

Responder Metadata

Responder metadata are the values that are related to the responder itself. These can be the phone number, email, gender, anything that can be related with the customer.

Create Metadata

You can create any metadata you need simply by clicking on the "Create New" button on the top right corner of the panel, depending on the type of metadata you need, and the following dialog will be displayed:

Field Description
Name

The name of the metadata that will be used in your code when you need to push metadata values.

NOTE: The accepted format of the metadata name is: name_with_words or namewithwords. You should not have spaces between the words.

Title The title of the metadata, as it will appear in the e-satisfaction dashboard.
Type The type of the metadata, for comparison cases.
Anonymize If activated, metadata values will be anonymized based on the Application Data Retention Configuration.

Metadata Types

Metadata can have their own type so that you can use comparison criteria in conditions across the dashboard. The available types are the following:

  • text
  • number
  • date
  • boolean

Global Metadata

By default, e-satisfaction includes a set of metadata available to be used by your Questionnaires. These metadata are separated in two categories:

  • Global Metadata: Available to all Applications
  • Application Type Specific Metadata: Available to Applications of a specific Business Type only

Readonly Metadata

Global metadata can include a set of metadata that are used by the platform internally to facilitate tracking and information collection to make the platform more intuitive and smart. We will mark these metadata as read-only and you should be able to check on them with a label on the right side of each item, as follows:

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These metadata are for internal use and it is not recommended for use by the integration script, as they will be overwritten.

Push Metadata Values

When creating a Questionnaire Instance, you can Push metadata:

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