Here’s how to set Vendor metadata in Bionic for Agencies.
Bionic enables you to set metadata on the Vendor level. For Vendors, metadata may represent a standardized name or ID from another platform, such as financial system or reporting tool.
To enable metadata fields on the Vendor level, you first must create a custom field.
Once you have created custom field(s) with Vendor as the Object Type, you’ll then be able to set your vendor metadata.
Here, we’ll cover how to:
View Vendor Metadata
Vendor metadata fields are shown under the Metadata section in the Overview tab of a Vendor card and in the Vendors Tab of all levels (Organization, Advertiser & Campaign).
Metadata in a Vendor profile card:
Metadata in the Vendors Tab of a Campaign:
Configure Metadata
After you have created custom field(s) for your metadata, you can configure your metadata in the Vendors Tab.
- In the Vendors Tab, click on the checkbox(es) next to the Vendor Name.
- Press Edit Metadata.
- Configure your Metadata.
- Click Save.
Note: You can also update a Vendor's metadata within the Vendor profile card under the Settings Tab (see screenshot below).
