--- title: "Tutorials — Learn the Metadata Platform" url: https://metadata.io/resources/tutorials/ description: "Step-by-step video tutorials for the Metadata platform: getting started, audiences, campaigns, reporting, attribution, and integrations. From first login to G" source: metadata.io --- # Learn the Metadata platform, one lesson at a time. 121 video lessons covering everything from your first login to advanced attribution and GTM engineering. Every tutorial is a real screen recording of the platform. ## Not sure where to start? Pick a path. Four guided paths through the 121 lessons — start at your level and work up. ### Get started Set up your account and launch your first campaign. ### Build on the basics Audiences, campaigns, and reporting in depth. ### Go advanced Attribution, experimentation, and optimization. ### GTM engineering APIs, MCP, and automation for technical teams. ## The lesson library Every walkthrough of Metadata One in one place — 121 lessons, from day-1 setup to advanced analysis. Filter by what you are working on, by how deep you want to go, or by both. Showing all 121 lessons ### Metadata One in 90 Seconds: Hub vs. Spotlight Understand the two halves — Hub runs ads, Spotlight measures accounts — and where everything lives in the nav. ### The Account Journey: ABM vs. Traditional Lead Gen Shift from counting leads to tracking accounts through Reached→Engaged→Converted→Qualified→Influenced→Won. ### Your Day-1 Setup Checklist The required-setup roadmap before launching or measuring — removes "what do I do first?" friction. ### Where to Find Everything in Metadata One The navigation model across Audiences, Advertise, Creative, Analyze, Reports, Settings, Spotlight. ### From Audience to Revenue: The Metadata Workflow The end-to-end motion: target, advertise, capture, measure engagement, attribute revenue. ### Migrating from Legacy Metadata to Metadata One: What Changes Reassure veterans their campaigns/audiences/reports are intact; map old muscle memory to new nav. ### New Nav Cheat Sheet for Power Users Fast remap of where every legacy screen now lives. ### Full-Loop Mastery: Audience → Optimizer → Attribution Capstone: run the complete closed-loop workflow and read the revenue it produces. ### Build Your First Target Audience Create a firmographic audience from a template; understand type/visibility/tags at a glance. ### What Makes a Metadata Audience? (Firmo, Techno, Intent, ABM) Distinguish the four audience types and when each drives pipeline vs. just clicks. ### Intent Data: Building Audiences from Bombora & G2 Understand what intent data is and add intent-surging accounts to an audience. ### Upload & Target an ABM Account List Import a named-account CSV, match to Metadata's account graph, make it targetable across channels. ### Firmographic + Technographic Filters, Layered Right Stack industry/size/geo with tech-stack filters without shrinking the audience to zero. ### Create Retargeting Audiences That Convert Build a retargeting audience from site visitors/engagers and pair it with a mid-funnel offer. ### Use Target Group Templates Launch faster from a proven blueprint instead of a blank canvas. ### Exclude Competitors & Existing Customers Prevent wasted spend by applying global exclusion lists to all campaigns. ### Combine Audiences with AND/OR Logic Intersect Intent + ICP (e.g., "(Cloud intent + 500+ emp) OR recent funding") for precision. ### Audience Hygiene: Tags, Visibility & Filters at Scale Organize a large audience library so the team finds and reuses what works. ### Validate Audience Quality Before Launch Check size, fit, source, intent, and exclusions before spending a dollar. ### Audience Strategy: Match the Audience to the Funnel Stage Map audience types (intent=top, retargeting=mid, ABM=always-on) to journey stages. ### Audiences This video demonstrates the different types of audiences that can be created within the Metadata.io platform. ### Audience Firmographic This video demonstrates how to build a new audience in Metadata.io using firmographic and contact-level criteria like location, job title, a ### Technographic This video demonstrates how to build a target audience in Metadata.io using technographic data to find companies that use specific software ### Target Group This video demonstrates how to create a Target Group in Metadata.io by combining multiple existing audiences and layering additional criteri ### Dynamic Lists This video demonstrates how to create a dynamic audience in Metadata.io by importing a smart list from a connected marketing automation plat ### Contact List This video demonstrates how to upload a CSV contact list to create a target audience for Account-Based Marketing (ABM) campaigns within the ### LinkedIn Retargeting This video demonstrates how to import an existing, pre-built audience from a native LinkedIn Ads account into the Metadata.io platform for u ### Marketing Automation This video demonstrates how to use contact lists from a marketing automation platform to create a targeted audience for paid search campaign ### Intent Topics (Bombora) This video demonstrates how to create a new audience in Metadata.io using Bombora intent data by selecting a specific intent topic. ### Native Criteria This video demonstrates how to build an audience in Metadata.io using the native targeting criteria available within a specific ad platform, ### Manual vs Dynamic Audience This video demonstrates the difference between manual (static) and dynamic audiences in Metadata.io, showing how dynamic audiences automatic ### Third-Party Data This video explains why Metadata.io's third-party data audiences cannot be used for targeting within Google Ads campaigns. ### Upload & Organize Ad Creatives Upload one image + one video, tag them, confirm they're ready for campaign ad creation. ### Adding Ads & Creatives to a Campaign Attach existing creatives or build new ads inside a campaign without breaking the launch flow. ### Creative Library Tour: One Home for Every Asset Upload, tag, and reuse images/video/channel assets across campaigns. ### Building Ads Per Channel (LinkedIn, Meta, Google, MS, Reddit) Know each channel's format/spec/copy fields so ads pass review the first time. ### Offers & Lead-Gen Forms: Where Leads Come From Connect offer→form→Smart Lead chain; understand when native forms beat landing pages. ### Preview & Edit Ads In-Platform Verify native LinkedIn/Meta appearance before spending budget. ### Set Up Paid Search Keywords & Negatives Add positive + negative keyword sets for Google/Microsoft search campaigns. ### Google & Microsoft Asset Libraries Manage search-specific headlines/descriptions/extensions separately from social creative. ### Responsive Search Ads (RSAs) for Google Set up headline/description variations for automated Google Search ads. ### Managing Ads at Scale: The All-Ads View Filter, compare, and bulk-manage creatives across every campaign from one screen. ### Bulk Creative Uploads Upload dozens of assets simultaneously and map them to campaigns in bulk. ### Personalized Ad Copy with Dynamic Variables Use macros (company name, etc.) to personalize ad copy per account automatically. ### A Creative Testing Workflow That Compounds A repeatable test→learn→retire creative cadence. ### Launch Your First Campaign Go Draft→Launched: pick audience, channel, budget group, creatives — and know what "Launched" actually triggers. ### Budget Groups: How Metadata Spends Your Money Understand budget lives at the group level and how spend reallocates across campaigns inside it. ### Cloning & Archiving Campaigns Duplicate winning setups and archive completed campaigns. ### Cross-Channel Budget Pacing & Reallocation Ensure monthly budget spreads evenly; shift spend mid-flight from high-CPM to high-converting channels. ### UTM Advanced: Complex Multi-Layered Campaigns Build custom UTM parameters for complex, multi-layered campaigns. ### Using the Campaign Migration Tool Port legacy or native-ad-manager campaigns into Metadata's optimizer without losing history. ### "Always-On" Brand Defense Playbook Build an automated low-bid campaign protecting brand keywords without manual oversight. ### Create a Campaign This video demonstrates how to create a single, multi-channel lead generation campaign within the Metadata.io platform. ### Brand Awareness vs Lead Generation This video demonstrates how Metadata.io structures and differentiates between Brand Awareness and Lead Generation campaigns, starting from t ### What the Optimizer Actually Does Trust the machine: how automated bidding shifts spend to winners and what "optimizer decisions" mean. ### Auto-Pause Rules: Kill Underperformers Automatically Set thresholds (CPL, spend, CTR) that pause bad ads while you sleep. ### Auto-Pause vs. Bid Optimization: What's the Difference? Understand which automation changes bids and which stops poor performers. ### Reading Optimizer Decisions & Logs Audit *why* the optimizer paused, boosted, or reallocated — and explain it to your boss. ### Tweak Bid Optimization Goals Switch the optimizer's north-star from raw clicks to MQLs or Pipeline. ### A/B Experiments Inside Campaigns Launch a controlled experiment and read results without polluting baseline campaigns. ### Use Recommendations to Improve Performance Review and one-click apply automated suggestions for budget/audience optimization. ### When to Override the Machine (and When Not To) Judgment framework: which optimizer decisions to trust, which to override, and how to tell. ### Experiment Results & Statistical Significance Choose a winning variant using the built-in significance calculator. ### Experiments & Campaigns Performance This video demonstrates how to build a multi-channel, multi-variant advertising campaign in Metadata.io and then review its performance in t ### Reading Your Dashboard Without Getting Lost Interpret Spend→ROI and Reached→Won in 60s; know which tab (Goals/Events/Cohort/Recommendations) to open when. ### Your First Leads: The Smart Leads View Find captured leads, read quality scores + match types, filter by campaign/offer/ad. ### Multi-Touch Attribution, Explained in 90 Seconds Understand first-touch vs. last-touch vs. multi-touch vs. W-shaped, and why the "right" number changes per model. ### How Metadata Measures Pipeline & Revenue How campaign, account, CRM, and website activity connect to pipeline, revenue, and ROI. ### CPL, cpMQL & Pipeline: The Metrics That Matter Define Cost-per-Lead, cost-per-MQL, and how they ladder up to pipeline. ### Lead-to-Account Matching Explained How Metadata maps a lead (person) to a target account via domain + email. ### The Reports Library: Which Report Answers Which Question Build the mental map "I need X → I open report Y" for the entire library. ### Analyze Overview: Your Performance Command Center Use Analyze as the launchpad for deeper campaign + account performance review. ### Channel Performance: LinkedIn vs. Meta vs. Google vs. MS vs. Reddit Read CPL/CPM/CTR/MQL by channel and decide where next quarter's budget goes. ### Account Funnel Reports: Drill Into Reached → Won Move from the dashboard funnel into stage-level account lists you can act on. ### Opportunity Summary & Pipeline Reporting Connect campaign activity to opportunities, pipeline, and closed-won revenue. ### Opportunities by Name, Account & Model Tie campaigns to named pipeline and defend marketing's revenue contribution. ### Comparing Attribution Models Side by Side Toggle models to make a data-backed case for more budget on your channel. ### Measure Audience Performance Compare audiences by engagement, leads, cost-per-MQL, and funnel outcomes. ### Measure Ad & Creative Performance Identify winning and underperforming ads or creative assets. ### Measure Offer Performance See which gated offers produce quality conversions. ### Per-Campaign Deep Dives in Analyze Diagnose one campaign end-to-end when the dashboard flags a problem. ### Cohort Analysis: How Long Does Pipeline Actually Take? Read cohorted results so you stop judging last month's campaigns by this week's revenue. ### Geographic, Job-Function & Device Reports Find who and where converts, feed it back into targeting. ### Website Engagement Report: Ads' Effect on Your Site Connect ad exposure to on-site behavior. ### Export & Schedule Hub Reports Automate weekly PDF/CSV delivery to stakeholders. ### The Report Scheduler Schedule automated PDF/CSV reports to stakeholders' inboxes. ### Build Complex Custom Attribution Models Weight touchpoints (e.g., 40/40/20) to match your sales cycle. ### Cohort + Account-List Deep Dive Combine cohort velocity with account-list segmentation for granular trends. ### Advanced Cohort Filters Filter cohorts by campaign, account list, or region for micro-trends. ### Investigate Low-Quality Leads Trace bad leads back to the audience, creative, channel, or offer that produced them. ### Build Executive Rollup Dashboards Configure the top-level view to show only C-suite KPIs (Pipeline, ROI, CAC). ### Goals, Events & Recommendations The Goals, Events, and Recommendations tabs within the Metadata.io dashboard for performance monitoring and op ### Dashboard This video demonstrates the main dashboard in the Metadata.io platform, which provides a high-level overview of campaign performance and the ### Campaigns Status This video demonstrates how to use the 'Campaign Status' report in Metadata.io to analyze performance broken down by specific audiences, inc ### UTMs and Opportunities This video demonstrates how Metadata.io's performance reporting connects advertising audiences to influenced and won sales opportunities fro ### Attribution Models This video demonstrates how to configure a customizable attribution model for "Influenced Opportunities" and shows how the resulting data is ### Install the Spotlight Web Tracking Script Copy, install (via GTM), and verify the script so web analytics + journey data flow day one. ### Spotlight Overview: Illuminating the Dark Funnel Understand Spotlight tracks accounts (not anonymous sessions) and completes the Hub picture. ### The Account Journey Timeline Read the anonymous→known→qualified timeline: web visits, ad clicks, CRM status changes for one account. ### Channel Mapping: Credit Traffic Correctly Map traffic sources to channels so revenue reports don't lie. ### Configure High-Intent Pages Define URLs (pricing, demo) that signify high intent and trigger urgent alerts. ### Channel Revenue Performance in Spotlight Attribute actual pipeline revenue to the channel that influenced the deal. ### LinkedIn Impact Report Quantify how LinkedIn ads drive organic/direct web visits from target accounts. ### Deep Funnel & Conversion Path Analysis Visualize the multi-visit, multi-channel path that turns an account into pipeline. ### Engagement Scores: What Counts as "Engaged"? Assign point values to web behaviors to surface hot accounts. ### Build & Manage Custom Scores Build scoring models tailored to your GTM motion (CRM + ad + web activity). ### Build Custom Funnels for Your Business Create funnels matching your exact sales stages, not just the default ABM journey. ### Slack Alerts for Website Activity Real-time Slack pings when a target account visits high-intent pages. ### Website Visits Explorer Inspect de-anonymized daily visits, filtered by industry/size. ### Sales Alerts: Ping Reps When Accounts Engage Route engagement signals to sales so ads create conversations, not just clicks. ### Connect Your Ad Channels & CRM (Do This First) Authenticate LinkedIn/Meta/Google/MS/Reddit + Salesforce/HubSpot so every downstream feature has data. See the green-che… ### Invite Your Team: Members vs. Guests Add teammates and agency partners with the right permission level in under a minute. ### Notification Preferences & General Settings Set timezone, currency, and email/in-app alert preferences. ### Activity & Optimizer Logs for Troubleshooting Diagnose why a campaign paused or budget shifted via the audit trail. ### API Access Tokens for Custom Reporting Generate keys to export data into Tableau/PowerBI/warehouses. ### Custom API Integrations & Webhooks Connect Snowflake/Fivetran/custom tools via webhooks for raw data. ### Troubleshooting Integration Sync Issues Diagnose and resolve common API sync errors with ad platforms or CRMs. ### Super Admin: Switching Between Accounts Manage multiple client/subsidiary accounts from one login (agencies). ### Map Your CRM Pipeline Stages Map custom CRM opportunity stages to Metadata's standard funnel. ### Integration This video demonstrates the Integrations settings page within Metadata.io, showing the various advertising channels and MarTech platforms th ### Data Fetching This video explains how Metadata.io uses API integrations to connect with ad platforms for centralized data fetching and campaign management No lessons match that combination yet. 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