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
Plan Availability & Pricing
!IMPORTANT Metadata is available on our Scale and Enterprise plans.
If you are currently on a different plan, you can still unlock this powerful feature! Metadata is available as a paid add-on. To add this to your account, please contact our support team via the in-app messenger or email, and we’ll be happy to help you get set up.
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:
Tracking Script (Automatic): Update your Javascript conversion code to include the extra fields.
REST API (Advanced): Push data directly from your backend using our API.
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.
Step 2: Make the Information Visible to Affiliates
By default, this data is private to you. To share it:
Go to Settings > Programs > select your program.
Click on the Advanced tab.
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.
Optional: Toggle "Expose all meta data to affiliates" to On to share everything automatically.
Click Save.
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'
}
});
FAQ
❓Is it safe to share customer data?
Be careful with 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-we're happy to assist!
Next Steps