2022 - March Release







Metadata now eliminates manual and repetitive work from Google Ads campaigns. 

That means less time stressing about mistakes like incorrect match types, forgetting set up steps, or using the wrong bidding strategy – and more time driving revenue.

Now our customers have:

  • High-level visibility: Adding Google Ads to your Metadata instance will give greater insight into paid and social campaigns to see how all the demand efforts are building pipeline and driving revenue.

  • Hyper-targeted Ads campaigns: Metadata automates 1:1:1 set up (one keyword, one ad, one landing page) at the keyword level so customers can run targeted campaigns around the clock.

  • Lifetime lookback: Tracking offline conversions in Google Ads only accepts tracking offline conversions within a 90-day window. With Metadata’s click id, it’s based on the lifetime of that click, so customers can see which keywords are driving pipeline and revenue regardless of the timeframe.

  • Streamlined efforts with AI: The Metadata algorithms do the heavy lifting of distributing and optimizing the budget across channels. Using automation rules, Metadata places safeguards on experimentations that pause based on MQL and leads which Google doesn’t do.

  • Increased quality scores: Inserts your keyword into display paths dynamically to make your ads more relevant and increase your quality scores.

Note. Learn more during our live demo April 6 featuring Silvio Perez, Google Ads Expert.



New Query builder for Account Lists from Salesforce


Within this release, the recently launched query builder it is also available to use when building customers Account List from Salesforce.

This new builder allows customers to combine Account, Contact and Opportunity fields in a single Criterion. Salesforce Lookup fields cannot be used for filtering.

Additionally, we have removed the filter limit of 5 criteria. There is now no limit to how many filters can be added. However, Salesforce has a limitation of maximum characters on their query system, which is up to 4000. Using queries bigger than that is currently not supported.


"Opps by Name" report by Attribution Model

With the previous release of the customizable attribution models customers were able to change attribution settings for any selected model and see how many opportunities are attributed to the marketing efforts based on the model. In order to have the full transparency and build a trust in Metadata attribution logic, customers need to have a simple way to drill-down in the total number of opps and see the list of opportunities attributed by specific model.

  • From the Opportunity summary report, customers can now click on the Opps quantity number and view the list of opportunities for the specific Attribution model.

  • Opps by name report now also provides ability to filter opportunities by any attribution model.


Custom Amount Field Mapping & Query

Previously, to show opportunity amount in the reports we relied on the standard SFDC field for tracking amount - “Opportunity Amount”. A lot of customers are using custom fields to control the deal amount and not using standard fields, which led to incorrect numbers in their reports in Metadata.

Additionally, as we were pulling all opportunities from the customer CRM, this inflated opportunity metrics in Metadata reports and did not allow to evaluate the real impact of the marketing activities on generating new businesses pipeline.

With this release:

  • customers are able to select which opportunity field they need to use for calculating opportunity amount.

  • they can also configure custom queries and specify criteria which should be met so that opportunity is taken into account in the reports (for example, opportunity type is not Renewal).

Customers can access new settings by clicking “Advanced“ option on the Opportunity summary report OR from the Salesforce integration snippet by clicking on View Settings.


Optimization formula with Pacing

Step by step Optimizer takes into account more parameters to improve budget allocation. This time Metadata added Pacing for the last 7 active days to the main formula.

Main covered points:

  • Optimizer will assign less budget to underpaced experiments (<100%);

  • Optimizer will know about exhausted audience;

  • Optimizer will assign more budget to best experiments with high performance and pacing (>=100%).


Keywords as UTMs

Metadata experiments (aka campaigns) are created based in 3 ingredients:

  • Audiences or Keywords

  • Ads

  • Offers

For simplicity and compatibility among different channel types, our UTM property named <custom audience name> will have its value set to the keyword selected in case of Google Search campaigns.


Facebook Custom Pixel and Event

Our platform now supports the ability to select a custom Pixel and Event for your Facebook Campaigns.

Some of our customers have different pixels for their campaigns and now it is possible to use those to track your conversions into Metadata Platform.

Note. Currently, Facebook does not provide the names of the events listed on their structure, so users need to enter this value manually.


New Client Portal - Beta

Metadata is introducing a new Client Portal, which will help customers by providing shortcuts and easy links to several places in platform.

This section is available on top of User Settings page and can be used to navigate to Libraries and also create/edit some default settings, such as UTMs, disclaimers and Lead Forms.