Collect Metadata

Use the Collect Metadata component to ask a subscriber to respond with a value that will be stored as metadata. This value will be added to the user profile, where it can be applied to smart segments for subscriber lists

Tip: You can add a new metadata field to the user profile and then add the Collect Metadata component to add user data. For more information, see Adding metadata fields to user profiles.

For more information on working with campaigns, see Creating a new campaign or Editing a campaign.

To add the Collect Metadata component from the campaign page:

1. Select Add Component.

2. Select Collect Metadata from the dropdown list, and then select OK.

3. If components have already been added to the campaign, select the placement of the new component in the list on the right.

   The component is added to the list.

Note: To rearrange the order in which messages are sent by your campaign, select a component and drag it to a new position in the list.

4. Select the component name to open the form.

   

   You will ask subscribers to provide specific information to add to their profile.

5. Select the profile field from the Metadata field dropdown list.

6. Enter the Request message, which invites the subscriber to respond with the value that will be added to the selected metadata field in their profile.

   To add a message, select SMS (plain text message), MMS (multimedia message, including images, videos and audio), RCS for each message, and then enter your message in the text box. For more information on RCS messaging, see Using Rich Communication Services (RCS) messaging in Waterfall.

   Note: MMS messaging is available in the United States and Canada only.

   SMS messages

   For SMS messages, you can include some or all of the following customizations to add interest to your message:

   • Header (if available): Select Header and select one or more identifying details from your log-in account to add to the top of your message:

     • Name: your first name and last name, if available; if unavailable, your log-in user name

     • Mobile: the mobile number associated with your user name

     • Company (Subaccount): the company or subaccount you are using when you add the header

     When you are done, select Apply.

   • Dynamic insertion: Select Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

     Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

   • Link shortener (if available): Select a URL in your message and then select Link Shortener. Select Insert to reduce the character count by adding a shortened link to your message.

   • Coupon code (if available): Select Add Coupon and select a coupon code from the drop-down list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

   Note:  A simple text message is limited to 160 characters. Check the lower-right corner for the remaining character count. If the number is negative and red, then the message is overlong and may be split and sent as a multipart SMS message.

   MMS messages (United States and Canada only)

   For MMS messages, you can include some or all of the following customizations to add interest to your message:

   • Header (if available): Select Header and select one or more identifying details from your log-in account to add to the top of your message:

     • Name: your first name and last name, if available; if unavailable, your log-in user name

     • Mobile: the mobile number associated with your user name

     • Company (Subaccount): the company or subaccount you are using when you add the header

     When you are done, select Apply.

   • Dynamic insertion: Select Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

     Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

   • Link shortener (if available): Select a URL in your message and then select Link Shortener. Select Insert to add a shortened link to your message.

   • Custom image file: Select Image and navigate to locate the image file (.gif, .jfif, .pjpeg, .jpeg, .pjp, .jpg, .png, or .vcf) up to 3 MB. Select Open to add the image to your message.

   • Custom video file: Select Video and navigate to locate the video file (.3gpp, .m4v, .mp4, .mpg, .mpeg, .avi, .wmv, or .mov). Select Open to add the video to your message.

   • Custom audio file: Select Audio and navigate to locate the audio file (.mp3 or.wav). Select Open to add the audio to your message.

   • vCard file: Select vCard and navigate to locate the vCard file (.vcf). Select Open to add the vCard to your message.

   • Emoji: Select Emoji to select an emoji from the catalog.

   • Coupon code (if available): Select Add Coupon and select a coupon code from the dropdown list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

   Note: If an icon is grayed out, it is unavailable.

7. Enter the Response message, which is sent to users who have sent a valid response.

8. Enter the Invalid format message, encouraging the user to check their response and reply again with a valid response.

9. When you are done, select Save Campaign.

10. You can continue adding components or return to the Campaign table:

    • To continue adding components, see Adding components.

    • To return to the Campaigns table, select Campaigns from the Campaigns menu.