> ## Documentation Index
> Fetch the complete documentation index at: https://support.tapfiliate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Pass and Share Additional Information (Metadata)

> Learn how to collect and relay custom data—like product names, plan types, or customer demographics—to your affiliates using Metadata.

October 28, 2026

1. **[What is Metadata?](#h_faf070b7ba)**
2. **[Why you should use it?](#h_ca18853232)**
3. **[How to Set Up Additional Information](#h_2797372f4a)**
4. **[FAQ](#h_30ed4494e4)**
5. **[Next Steps](#h_1bec3deb98)**

***

## What is Metadata?

Metadata is "extra information" that you can attach to a conversion, a customer, or an affiliate. While Tapfiliate automatically tracks the basics (like order total and ID), metadata allows you to include specific details that are unique to your business.\

**Common examples of "Additional Information":**

* **Product Details:** product\_name, sku, category
* **Customer Demographics:** age\_range, gender, membership\_level

**Subscription Info:**billing\_cycle, plan\_type

***

## Why should you use it?

Adding extra information helps both you and your affiliates grow:

* **Better Insights:** See exactly which products or tiers drive the most revenue.
* **Affiliate Motivation:** When affiliates see exactly *what* they sold (e.g., "Pro Plan" vs "Basic"), they can optimize their ads for higher-value items.
* **Advanced Rules:** Use this data to trigger specific commission rules or segment your affiliates.

***

## How to Set Up Additional Information

### Step 1: Collect the Information

You can get this data into Tapfiliate in three ways:

1. **[Tracking Script (Automatic)](https://developers.tapfiliate.com/tracking/javascript):** Update your Javascript conversion code to include the extra fields.
2. **[REST API (Advanced)](https://developers.tapfiliate.com/api-reference/conversions/set-meta-data-by-key):** Push data directly from your backend using our API.
3. **Manual Entry (Direct):** \* Go to your **Conversions**, **Customers**, or **Affiliates** page.
   * Click on a specific record.
   * In the right-hand sidebar, look for the **Metadata** or **Key value data** section and click **+ Add**.

![](https://mintcdn.com/tapfiliate-help/1iW9-M7MOhKRwS9v/images/3362593/01-mtbfqflk2i.png?fit=max\&auto=format\&n=1iW9-M7MOhKRwS9v\&q=85\&s=a97ecf957e0851f0cf44c007e00afdaf)

![](https://mintcdn.com/tapfiliate-help/1iW9-M7MOhKRwS9v/images/3362593/02-x6yliryf7o.png?fit=max\&auto=format\&n=1iW9-M7MOhKRwS9v\&q=85\&s=dde6990c6bdba0b72ae81d58b87df088)

### Step 2: Make the Information Visible to Affiliates

By default, this data is private to you. To share it:

1. Go to **Settings** > **Programs** > select your program.
2. Click on the **Advanced** tab.
3. In the **Exposed meta data** box, type the names (keys) of the data you want to share, separated by commas (e.g., product\_name, Age, plan\_type).
   * *Note: This is case-sensitive! It must match your tracking code exactly.*
4. **Optional:** Toggle "Expose all meta data to affiliates" to **On** to share everything automatically.
5. Click **Save**.

<video autoPlay muted loop playsInline src="https://mintcdn.com/tapfiliate-help/1iW9-M7MOhKRwS9v/images/3362593/03-chrome-j78agbwnz8.mp4?fit=max&auto=format&n=1iW9-M7MOhKRwS9v&q=85&s=ed5dc0547e3a320f812a307887ec2ef5" />

### JavaScript Code Example

If you are using the Tapfiliate JavaScript integration, you can include the product\_name inside the meta\_data object when tracking a conversion or a customer.\

// **Example: Tracking a conversion with product metadata**\

`tap('conversion', 'EXTERNAL_ORDER_ID', 100.00, {`\

`meta_data: {`\

`'product_name': 'Ultra-Hydrating Serum' // Your custom key and value`\

`}`\

`});`\

`// Example: Tracking a customer with metadata`\

`tap('customer', 'USER1234', {`\

`meta_data: {`\

`'product_name': 'Annual Premium Plan',`\

`'customer_segment': 'B2B'`\

`}`\

`});`\

**Note:** This is an advanced feature - we highly advise you get a developer to help implement this in your scripts.\

If you want to store additional data alongside a conversion or customer, e.g. a lead’s name and email, you can do so by adding a **`meta`** object within the Options object in the conversion or customer tracking script.

##### JavaScript Code Example

### Fetching conversion metadata

```html theme={null}
 <script src="https://script.tapfiliate.com/tapfiliate.js" type="text/javascript" async></script>
  <script type="text/javascript">
    (function(t,a,p){t.TapfiliateObject=a;t[a]=t[a]||function(){
    (t[a].q=t[a].q||[]).push(arguments)}})(window,'tap');

    tap('create', 'YOUR ACCOUNT ID');

    var metaData = {
        email: "chuck@norris.com",
        foo: "bar",
      };

    tap('conversion', 'UNIQUE CONVERSION ID', CONVERSION AMOUNT, {meta_data: metaData});
  </script>
```

### Fetching customer metadata

```html theme={null}
 <script src="https://script.tapfiliate.com/tapfiliate.js" type="text/javascript" async></script>
  <script type="text/javascript">
    (function(t,a,p){t.TapfiliateObject=a;t[a]=t[a]||function(){
    (t[a].q=t[a].q||[]).push(arguments)}})(window,'tap');

    tap('create', 'YOUR ACCOUNT ID');

    var metaData = {
        email: "chuck@norris.com",
        foo: "bar",
      };

    tap('customer', 'UNIQUE CUSTOMER ID', {meta_data: metaData});
  </script>
```

The following limitations apply to meta data:

* Maximum key length: 64
* Maximum value length: 255
* Maximum number of properties: 10
* Illegal characters:**`" : { } ] \ ' / &`**

***

## FAQ

### ❓Is it safe to share customer data?

Be careful with **[GDPR](https://tapfiliate.com/general-data-protection-regulation-gdpr/)**. We strongly advise **against** sharing identifying data (Full names, Emails, Phone numbers) with affiliates. Stick to non-identifying data like "Product Category" or "Customer Age Range."

### ❓What if the data isn't showing up?

Check your spelling and capitalization in the "***Advanced***" settings. If your script sends Product\_Name, but you typed **product\_name** (lowercase), it won't appear in the affiliate portal.

***

**Still need help?**

If you have any questions or if something in this guide is unclear, please don't hesitate to **contact us at [support@tapfiliate.com](mailto:support@tapfiliate.com)**-we're happy to assist!

***

## Next Steps

1. **[Automation tools: Zapier and Make (with use cases)](https://support.tapfiliate.com/advanced-configurations-automation/how-to-automate-tapfiliate-workflows-with-zapier-and-make.md)**
2. **[How to Give Affiliates Access to Create Deep Links and Short Links](https://support.tapfiliate.com/advanced-configurations-automation/scale-plan/how-to-give-affiliates-access-to-create-deep-links-and-short-links.md)**
3. **[MLM sales goals feature](https://support.tapfiliate.com/advanced-configurations-automation/enterprise-plan/mlm-sales-goal-feature.md)**


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