Adding Social Metadata to Lead Reports

Relevant to: Demand Acceleration Platform | Social Integrations

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

Here, you'll learn how to add social metadata to Lead Reports as part of lead data; read more about Lead Reports in the Demand Acceleration Platform.

Adding social metadata to Lead Reports

1. In the Demand Acceleration Platform, go to Insights > Reports. Either create a new Lead Report or open an existing one.

2. Click on the Fields tab.

3. This will open the Available Tokens sidebar. Use the dropdown menu and click on Social Metadata. 

3. Locate the desired field from the list and click the Copy Markup icon to copy the corresponding token (value) to your clipboard. 

Alternatively, view all the tokens at once by switching off the Friendly Names toggle. From there you can manually select and copy tokens.

4. In the Mapping section, scroll to the end of the form and click on Add Field.

5. In the first column of the new field, click the dropdown arrow and select Custom Field.

6. Click the Output column and type a title for the column that will house the social metadata in the report. In the Custom column, paste the value of the copied token.

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

You can add other additional text or tokens in the text area too:

{{append.social.formid}}

Form ID: {{append.social.formid}}

This is a Form ID Field: 
{{append.social.formid}}

8. Click on Update Report to save your changes. To learn how to download your Lead Report, see Generating & Scheduling Reports.

Recommended Reading

• Social Metadata Overview
• Adding Social Metadata to Integrations
• Reports page

For more help, get in touch with our Support Team or your Customer Success Manager.