Integrate Knowledge Base

Adding Social Metadata to Lead Reports

Overview

Social metadata is system-generated data that is captured from the originating social platform (LinkedIn or Facebook), and can be used for lead routing and tracking. See our Social Metadata Overview article for more details including a full list of our available social metadata fields and features.

In this article we’ll cover how to add social metadata within a Lead Report to view alongside your lead data. 

 

Adding Social Metadata to Lead Reports

From your Reports Dashboard, create a new Lead Report or open an existing report. Navigate to the Fields tab.(1) 

Within the Available Tokens sidebar(2a), use the dropdown to view the Social Metadata fields(2b)

Locate your desired field from the list and click the copy markup icon(3a) to copy the corresponding token to your clipboard. 

Alternatively, to expose all tokens at once, you may switch the Friendly Names toggle(3b) to OFF. From there you can manually select and copy tokens.

To create a new line item to display this additional column of metadata, select the Custom Field(4a) option in the Field column. 

Under the Output column, add a column title(4b) to label this data within your report. Within the open text area under the Custom column, paste the copied token(4c).


Repeat the steps above to add all tokens to output fields as needed.

If desired, you may also add any other additional text or tokens within the open text area. For example: “Form ID: {{append.social.formid}}” will add the static text before the token value like this… “Form ID: 1284071324187800”

 
See our Generating & Scheduling Reports article for more details on downloading your new data.

 

Please Note: You can add Social metadata tokens to a Source at any time. If the Source has already launched, metadata will be captured for leads going forward. Metadata cannot be pulled in retroactively.


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