Meta Fields Tab Documentation

Overview

The Meta Fields tab allows administrators to create and manage custom data fields used to track visitor attributes and usage-related metadata. These fields help organize, categorize, and enhance data collection across the platform.

Meta fields can be used for analytics, segmentation, automation, reporting, and personalization workflows.

Header Section

Section Title

Meta Fields

Description

“Define custom data fields to track visitor attributes and usage metadata.”

Available Actions

• Search Meta Fields – Quickly locate existing meta fields by name or keyword.
• Usage Filter – Sort meta fields based on usage frequency (e.g., High to Low).
• Add Meta Field – Create a new custom meta field.
• Import – Upload existing meta field configurations.

Meta Fields Tab Purpose

Meta fields store additional information related to visitors, users, or system activity.

Common Use Cases

• Tracking visitor preferences or behavior.
• Storing account-related attributes.
• Categorizing users for reporting or automation.
• Monitoring feature usage and engagement metrics.

Creating a Meta Field

Follow these steps to add a new meta field:

1. Navigate to the Meta Fields tab.

   Click Add Meta Field.

   Configure the field details:

   • Field Name – Enter a unique and descriptive name.
   • Field Type – Select the appropriate data type.
   • Default Value (optional) – Define a preset value if needed.
   • Usage Settings (optional) – Configure how the field will be used or tracked.
2. Save the meta field to make it available across the system.

Search and Filter Options

Search Meta Fields

Use the search bar to:

• Find meta fields by name.
• Locate specific configurations quickly.
• Filter large lists of fields efficiently.

Usage Sorting

The Usage dropdown allows administrators to sort fields by activity or usage frequency, such as:

• High to Low
• Low to High

This helps identify the most actively used meta fields.

Empty State Behavior

When no meta fields exist, the interface displays the following message:

No meta fields yet

“Create your first meta field to start tracking visitor attributes and usage metadata.”

Click Add Meta Field to create your first custom field.