Metadatas
Register custom metadata to enrich your campaign with information that describes, contextualizes or locates your sends.
Access: Marketing / Settings / Metadatas, as shown in the Figure 1:
Figure 1: Path to Metadatas.
Figure 2: Main Screen - Metadatas.
The main screen displays a table with all metadatas registered in the system.
New Button
Located in the upper left corner, the 
button allows creating a new metadata.
The metadata table contains the following columns:
Unique identifier of the metadata (e.g.: CAMPAIGN, DEPARTMENT, LINK)
Data type accepted by the metadata (TEXT, FILE, EMAIL, CPF_CNPJ, PHONE)
Visual indicator (✓ or ✗) if changing the key after creation is allowed
Visual indicator (✓ or ✗) if the metadata is active in the system
Visual indicator (✓ or ✗) if it has a list of pre-established values
Buttons to edit (pencil icon) or delete (trash icon) the metadata
Figure 3: Metadata Creation Screen.
By clicking 
the system opens the creation screen.
Available Fields
Key:
Defines the unique identifier of the metadata
Will be used as a technical reference in the system
Example: CAMPAIGN, PROTOCOL, LINK
Metadata Types:
Defines the data type that the metadata structures
Available options:
FILE: Allows file uploads
EMAIL: Field validated for email addresses
CPF_CNPJ: Field validated for CPF or CNPJ
PHONE: Field validated for phone numbers
ALL DEPARTMENTS OF ATDO DIGITAL: List with all departments in the system
MY DEPARTMENTS OF ATDO DIGITAL: List with the user's departments
Allow key change:
When enabled, allows changing the key identifier after creation
Useful for future adjustments without needing to recreate the metadata
Allow predefined values:
When enabled, allows creating a list of pre-established values
Useful to standardize data and prevent input errors
How to Create
Fill in the field Key with the technical identifier
Select the Metadata Type desired
(Optional) Enable Allow key change
(Optional) Enable Allow predefined values
Or click Cancel to close without saving
Figure 4: Edit Metadata.
By clicking 
in the column Action, the system opens the editing screen.
Editable Fields
Key:
Displays the current name of the metadata
Can be edited if the option Allow key change is enabled
Type:
Displays the currently selected type
May have an icon X to clear and select a new type
Allow key change:
Toggle that can be enabled/disabled
Controls whether the key can be changed in the future
Active:
Toggle that controls whether the metadata is active in the system
When disabled, it deactivates the metadata for use
Allow predefined values:
Toggle that can be enabled/disabled
Controls whether there will be a list of pre-established values
How to Edit
Click 
on the row of the desired metadata
Adjust the necessary fields
Enable or disable the toggles as needed
Click 
to save the changes
Or click 
to discard changes
Or click 
to return to the list
Figure 5: Delete Metadata.
In the column Action, each metadata has an icon 
. Clicking it, the system requests confirmation for deletion.
Important: Delete metadatas only if you are sure they are not being used in active campaigns.
TEXT
Characteristics:
Space provided by underline
When to use:
Context information. Example: name of the person who triggered the campaign.
FILE
Characteristics:
Allows uploading documents
When to use:
EMAIL
Characteristics:
Field validated for email format
When to use:
Responsible person's email
CPF_CNPJ
Characteristics:
Field validated for CPF or CNPJ
Accepts formatting with or without dots and dashes
When to use:
Triggers that require identification of people
PHONE
Characteristics:
Field validated for phone numbers
Accepts different formats
When to use:
ALL DEPARTMENTS OF ATDO DIGITAL
Characteristics:
Dropdown list with all registered departments
When to use:
To direct the person who interacted with the template to the correct department flow
MY DEPARTMENTS OF ATDO DIGITAL
Characteristics:
Dropdown list only with departments of the user who triggered the template
When to use:
To direct the person who interacted with the template to the correct department flow
