Impact Guides

How do I add metadata to a message in the Impact Dashboard?

Impact enables you to add several different metadata points to your messages to make them easier to find, sort, or filter. You can customize the following data points:

Tags - consistent terms that can be used to find and group messages with filters
Keywords - terms associated with your message to make it easy to find your message via search

How do I add metadata to a message in the Impact Dashboard?

1. Open Messages

In Global Navigation, click the Communication dropdown menu. Then click the Messages link.

2. Manage Messages

To edit an existing message, click the name of the message. To create a new item, click the Create button.

3. Edit Message

In the View Message page, click the Edit Message button. If you are creating a new message, the Edit Message button does not display.

4. Update Metadata Settings

In the sidebar, locate and open the Advanced Settings section. Enter tags and/or keywords to add metadata to your messages.

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