Using Meta Data (custom fields/attributes) to capture additional information in Commerce7
In this article
Creating embedded, shareable links using Meta Data
- Adding Meta Data to the Cart Link to Track Referral Sales (VIDEO)
- Adding Meta Data to the Coupon Code Link to Track Referral Sales (VIDEO)
Free Training Friday: Meta Data Magic
Meta Data Overview
What is Meta Data?
It's simply another way of saying 'Custom Field' or 'Custom Attribute'.
Meta Data is a way to collect information that Commerce7 does not automatically collect by default.
When you collect this additional information, you can analyze and report on it.
- Example: You want to track which hotel concierge is sending you the most valuable guests. You can add Meta Data fields to Orders so that concierge information can be recorded (and then reported on later).
Types of Meta Data
Depending on the specific information you want to collect, you will choose the applicable Meta Data Type. Click on the 'Learn more' links to dive into specific use-cases.
Allocations - Learn more | Orders - Learn more |
Club Memberships - Learn more | Products - Learn more |
Collections - Learn more | Reservations - Learn more |
Customers - Learn more | Reservation Experiences - Learn more |
Customer Addresses - Learn more |
How is Meta Data being used?
Meta Data serves as a versatile and potent tool for enhancing your reporting capabilities. Its uses vary from straightforward to highly innovative..
Common Uses |
Thinking outside of the box |
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Reporting
There are a couple of ways to report on Meta Data.
- Exports - Order exports, Customer exports, Club Membership exports, etc include columns for Meta Data.
- Dynamic Tags - You can define Meta Data as a condition for Dynamic Tags. From there, you can use filters or create Queries.