Meta Data Section

The Meta Data section specifies the identifiers used to classify and report on the offer, the order in which the offer is displayed relative to other offers, and whether the offer's rewards are funded by a vendor. It contains the following subsections:

• Reporting identifiers
• Sort value
• Vendor sponsored flag

All fields in this section are optional, but the values you provide must pass field-level validation before the offer can be published.

Reporting identifiers

Reporting identifiers tag the offer with an identifier that can be used to include the offer in specific reports. Three identifiers are available:

• Reporting Identifier 1: A free-text identifier. The value must be 3 to 64 characters and may contain only letters, numbers, and underscores (a-z, A-Z, 0-9, _).
• Reporting Identifier 2: A free-text identifier with the same character and length rules as Reporting Identifier 1.
• Reporting Identifier 3: A predefined identifier chosen from a dropdown. Options are grouped into System Defined (for example, Flash Sales, Coupon Offers, Loyalty Boost) and Business Defined values configured for your program.

Sort value

The sort value determines the order in which the offer appears relative to other offers in lists and feeds. Enter a number — lower values appear earlier.

Vendor sponsored flag

The vendor sponsored flag indicates whether the offer's rewards are funded by a vendor. Select the Yes checkbox to mark the offer as vendor sponsored. When this is set, the reward for the offer is picked up and reported on the Vendor Billing Report.

Validation and publishing

At the bottom of the Meta Data step, the Console displays an end-to-end validation summary across all eight steps of the offer.

• All steps completed!: All required fields are filled and validation has passed. The offer is ready to publish, and the Publish button becomes active.
• Please complete the following before publishing: One or more steps contain errors. Each error is listed under the step it belongs to, along with a Go to step link that takes you directly to the affected step.

You can select Save Draft at any time to preserve your progress without publishing.

Set up meta data for an offer

1. Optionally, in the Reporting Identifiers section, fill in any of the following fields:

   • Reporting Identifier 1: Enter a value between 3 and 64 characters using only letters, numbers, and underscores.
   • Reporting Identifier 2: Enter a value using the same character and length rules as Reporting Identifier 1.
   • Reporting Identifier 3: Select an identifier from the dropdown, grouped under System Defined or Business Defined.

2. Optionally, in the Sort Value field, enter a number to control where the offer appears in lists and feeds relative to other offers.

3. Optionally, in the Vendor Sponsored Flag section, select the Yes checkbox to mark the offer as vendor sponsored. The reward for the offer will then be picked up and reported on the Vendor Billing Report.

4. Review the validation summary at the bottom of the page:

   • If the summary reads All steps completed!, select Publish to publish the offer.
   • If the summary reads Please complete the following before publishing, select Go to step next to each listed error to return to the affected step and resolve it. Then return to the Meta Data step to confirm validation passes.