Working with Form Metadata

Advanced use cases for capturing and using metadata from form URLs.

Metadata Basics

Metadata is captured from URL query parameters:

  • Automatically stored with submissions
  • Visible in conversations
  • Available in statistics
  • Useful for tracking

See Using metadata in form URLs for basics.

Advanced Use Cases

Campaign Tracking

Track marketing campaigns:

?utm_source=email&utm_campaign=summer_sale&utm_medium=newsletter

User Segmentation

Segment by user type:

?user_type=premium&plan=pro&trial=false

Feature Tracking

Track feature usage:

?feature=billing&action=upgrade&page=settings

A/B Testing

Track test variations:

?variant=a&test=homepage_cta&group=control

Metadata Analysis

In Statistics

  • View metadata breakdown
  • Identify top sources
  • Track campaign performance
  • Understand user behavior

In Conversations

  • View metadata per conversation
  • Understand customer context
  • Personalize responses
  • Track customer journey

Best Practices

Naming Conventions

  • Use consistent names
  • Document structure
  • Standardize values
  • Keep it organized

Data Quality

  • Use meaningful values
  • Avoid sensitive data
  • Keep it relevant
  • Regular cleanup

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