Metadata
Attach metadata to your contacts and use it
You will often want to attach metadata to your contacts. For example, you might want to store their name, address, or the name of their company.
When tracking events, you can attach metadata to the contact. This metadata will be available to view in the dashboard, can be used to segment contacts, and can be used to personalize messages.
Adding metadata
In this example, we will track the event project-created
and attach the name of the project to the contact.
The project key will be added to the contact and will be available to use in the dashboard. Keys that do not exist will be created, and keys that do exist will be updated.
Using metadata in templates
You will often want to use metadata in your templates. Personalizing your messages is a great way to increase engagement and conversion rates.
When you are creating a new template, you can use the {{data}}
syntax to access the metadata. For example, if you wanted to use the name of the project in your template, you could use {{project}}
.
Using metadata in transactional emails
You can also use metadata in your transactional emails. Use the {{data}}
syntax to access the metadata. For example, if you wanted to use the name of the project in your email, you could use {{project}}
.
Default values
You can also set default values for metadata keys. If a key does not exist on a contact, the default value will be used instead.
Extend the template with a default value using ??
Reserved keys
There are a few reserved keys that you cannot use as metadata keys. Plunk will ignore these keys and automatically set them for you.
plunk_id
: The ID of the contact.plunk_email
: The email of the contact.
Non-persistent metadata
By default, metadata is persistent. This means that if you track an event and attach metadata, that data will be stored on the contact and will be available to use in the future.
This is not always desirable. For example, if you want to send a one-time password or expiring URL. In that case, you need to explicitly set the metadata to be non-persistent.