View and understand the additional information captured with form submissions.
What is Metadata?
Metadata is extra information automatically captured when customers visit your form via a URL with query parameters, or automatically added from integrations like Shopify. This data helps you understand:
- Where customers came from
- Which campaigns drove submissions
- What context led to the support request
- User-specific information
- Customer purchase history (if Shopify is connected)
Viewing Metadata
Metadata is visible in conversation views:
- Open a conversation
- Look for the metadata icon (
{}) in the conversation header - Click the icon to view captured metadata
- source:
- newsletter
- campaign:
- summer2024
- userId:
- 12345
Metadata Fields
Each metadata entry shows:
- Key: The parameter name (e.g., "source", "campaign")
- Value: The parameter value (e.g., "newsletter", "summer2024")
- Capture Date: When the metadata was captured
Common Metadata Examples
Marketing Campaigns
source: newsletter
campaign: product_launch
utm_medium: email
utm_source: marketing
User Context
userId: 12345
plan: premium
page: settings
feature: billing
Referral Information
referrer: blog
article: getting-started
source: internal
How Metadata is Captured
Metadata comes from URL query parameters:
- Customer visits form with parameters:
/form/your-id?source=newsletter&campaign=summer - Parameters are automatically captured
- URL is cleaned (parameters removed for customer)
- Metadata is stored with the submission
- Available in conversation view
See Using metadata in form URLs for details on setting up metadata capture.
Using Metadata
Understanding Customer Context
Metadata helps you understand:
- Where they came from: Marketing source, referral page
- What they were doing: Page context, feature usage
- Who they are: User ID, account type
Personalized Responses
Use metadata to tailor your responses:
- Reference their source: "Thanks for reaching out from our newsletter!"
- Acknowledge context: "I see you're on the premium plan..."
- Provide relevant information based on their journey
Analytics
Metadata feeds into your statistics:
- See which sources drive most submissions
- Track campaign effectiveness
- Understand user behavior patterns
Metadata in Statistics
Metadata is aggregated in your statistics dashboard:
- Go to Statistics (
/stats) - Find the Metadata Breakdown section
- See counts and trends for each metadata field
This helps you:
- Identify top traffic sources
- Track campaign performance
- Understand submission patterns
Privacy Considerations
- Metadata is stored securely
- Only visible to users with conversation access
- Follow your privacy policy for data handling
- Don't capture sensitive information in URLs
Shopify Integration
If you've connected your Shopify store, customer order data automatically appears in metadata:
- Total Orders: Number of orders placed
- Lifetime Value: Total amount spent
- Last Order: Date of most recent purchase
- View in Shopify: Direct link to customer in Shopify admin
This data is fetched automatically when you view conversations. See Connecting Shopify integration for setup instructions.