Learn the Metadata platform, one lesson at a time.

2:42

Beginner

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.

1:55

GTM Engineer

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…

2:31

Beginner

The Account Journey: ABM vs. Traditional Lead Gen

Shift from counting leads to tracking accounts through Reached→Engaged→Converted→Qualified→Influenced→Won.

3:06

Intermediate

Build Your First Target Audience

Create a firmographic audience from a template; understand type/visibility/tags at a glance.

2:08

Intermediate

Upload & Organize Ad Creatives

Upload one image + one video, tag them, confirm they're ready for campaign ad creation.

2:44

Intermediate

Launch Your First Campaign

Go Draft→Launched: pick audience, channel, budget group, creatives — and know what "Launched" actually triggers.

2:43

Beginner

Reading Your Dashboard Without Getting Lost

Interpret Spend→ROI and Reached→Won in 60s; know which tab (Goals/Events/Cohort/Recommendations) to open when.

0:47

GTM Engineer

Install the Spotlight Web Tracking Script

Copy, install (via GTM), and verify the script so web analytics + journey data flow day one.

2:08

Beginner

Your First Leads: The Smart Leads View

Find captured leads, read quality scores + match types, filter by campaign/offer/ad.

2:47

Advanced

Budget Groups: How Metadata Spends Your Money

Understand budget lives at the group level and how spend reallocates across campaigns inside it.

2:44

Beginner

Invite Your Team: Members vs. Guests

Add teammates and agency partners with the right permission level in under a minute.

3:13

Beginner

Your Day-1 Setup Checklist

The required-setup roadmap before launching or measuring — removes "what do I do first?" friction.

2:17

Beginner

Where to Find Everything in Metadata One

The navigation model across Audiences, Advertise, Creative, Analyze, Reports, Settings, Spotlight.

2:03

Advanced

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.

2:27

Advanced

How Metadata Measures Pipeline & Revenue

How campaign, account, CRM, and website activity connect to pipeline, revenue, and ROI.

2:36

Beginner

From Audience to Revenue: The Metadata Workflow

The end-to-end motion: target, advertise, capture, measure engagement, attribute revenue.

2:32

Beginner

CPL, cpMQL & Pipeline: The Metrics That Matter

Define Cost-per-Lead, cost-per-MQL, and how they ladder up to pipeline.

3:06

Beginner

Lead-to-Account Matching Explained

How Metadata maps a lead (person) to a target account via domain + email.

2:40

Beginner

What Makes a Metadata Audience? (Firmo, Techno, Intent, ABM)

Distinguish the four audience types and when each drives pipeline vs. just clicks.

2:53

Intermediate

Intent Data: Building Audiences from Bombora & G2

Understand what intent data is and add intent-surging accounts to an audience.

2:45

Intermediate

Upload & Target an ABM Account List

Import a named-account CSV, match to Metadata's account graph, make it targetable across channels.

2:45

Intermediate

Firmographic + Technographic Filters, Layered Right

Stack industry/size/geo with tech-stack filters without shrinking the audience to zero.

2:41

Intermediate

Create Retargeting Audiences That Convert

Build a retargeting audience from site visitors/engagers and pair it with a mid-funnel offer.

3:05

Intermediate

Use Target Group Templates

Launch faster from a proven blueprint instead of a blank canvas.

2:22

Intermediate

Exclude Competitors & Existing Customers

Prevent wasted spend by applying global exclusion lists to all campaigns.

2:47

Advanced

Combine Audiences with AND/OR Logic

Intersect Intent + ICP (e.g., "(Cloud intent + 500+ emp) OR recent funding") for precision.

2:07

Intermediate

Audience Hygiene: Tags, Visibility & Filters at Scale

Organize a large audience library so the team finds and reuses what works.

2:11

Intermediate

Validate Audience Quality Before Launch

Check size, fit, source, intent, and exclusions before spending a dollar.

2:15

Advanced

Audience Strategy: Match the Audience to the Funnel Stage

Map audience types (intent=top, retargeting=mid, ABM=always-on) to journey stages.

2:26

Intermediate

Adding Ads & Creatives to a Campaign

Attach existing creatives or build new ads inside a campaign without breaking the launch flow.

2:16

Beginner

Creative Library Tour: One Home for Every Asset

Upload, tag, and reuse images/video/channel assets across campaigns.

2:06

Intermediate

Building Ads Per Channel (LinkedIn, Meta, Google, MS, Reddit)

Know each channel's format/spec/copy fields so ads pass review the first time.

3:08

Intermediate

Offers & Lead-Gen Forms: Where Leads Come From

Connect offer→form→Smart Lead chain; understand when native forms beat landing pages.

3:00

Beginner

Preview & Edit Ads In-Platform

Verify native LinkedIn/Meta appearance before spending budget.

2:37

Intermediate

Set Up Paid Search Keywords & Negatives

Add positive + negative keyword sets for Google/Microsoft search campaigns.

2:34

Intermediate

Google & Microsoft Asset Libraries

Manage search-specific headlines/descriptions/extensions separately from social creative.

2:33

Intermediate

Responsive Search Ads (RSAs) for Google

Set up headline/description variations for automated Google Search ads.

2:13

Intermediate

Managing Ads at Scale: The All-Ads View

Filter, compare, and bulk-manage creatives across every campaign from one screen.

2:14

Intermediate

Bulk Creative Uploads

Upload dozens of assets simultaneously and map them to campaigns in bulk.

2:12

Intermediate

Personalized Ad Copy with Dynamic Variables

Use macros (company name, etc.) to personalize ad copy per account automatically.

2:14

Beginner

Cloning & Archiving Campaigns

Duplicate winning setups and archive completed campaigns.

2:38

Advanced

A Creative Testing Workflow That Compounds

A repeatable test→learn→retire creative cadence.

2:45

Advanced

What the Optimizer Actually Does

Trust the machine: how automated bidding shifts spend to winners and what "optimizer decisions" mean.

2:28

Advanced

Auto-Pause Rules: Kill Underperformers Automatically

Set thresholds (CPL, spend, CTR) that pause bad ads while you sleep.

2:33

Advanced

Auto-Pause vs. Bid Optimization: What's the Difference?

Understand which automation changes bids and which stops poor performers.

2:06

Advanced

Reading Optimizer Decisions & Logs

Audit *why* the optimizer paused, boosted, or reallocated — and explain it to your boss.

2:18

Advanced

Tweak Bid Optimization Goals

Switch the optimizer's north-star from raw clicks to MQLs or Pipeline.

2:29

Advanced

A/B Experiments Inside Campaigns

Launch a controlled experiment and read results without polluting baseline campaigns.

2:36

Advanced

Use Recommendations to Improve Performance

Review and one-click apply automated suggestions for budget/audience optimization.

2:22

Advanced

Cross-Channel Budget Pacing & Reallocation

Ensure monthly budget spreads evenly; shift spend mid-flight from high-CPM to high-converting channels.

1:47

Advanced

When to Override the Machine (and When Not To)

Judgment framework: which optimizer decisions to trust, which to override, and how to tell.

2:06

Beginner

The Reports Library: Which Report Answers Which Question

Build the mental map "I need X → I open report Y" for the entire library.

2:08

Beginner

Analyze Overview: Your Performance Command Center

Use Analyze as the launchpad for deeper campaign + account performance review.

2:40

Advanced

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.

2:40

Intermediate

Account Funnel Reports: Drill Into Reached → Won

Move from the dashboard funnel into stage-level account lists you can act on.

3:21

Advanced

Opportunity Summary & Pipeline Reporting

Connect campaign activity to opportunities, pipeline, and closed-won revenue.

2:31

Advanced

Opportunities by Name, Account & Model

Tie campaigns to named pipeline and defend marketing's revenue contribution.

2:07

Advanced

Comparing Attribution Models Side by Side

Toggle models to make a data-backed case for more budget on your channel.

2:23

Intermediate

Measure Audience Performance

Compare audiences by engagement, leads, cost-per-MQL, and funnel outcomes.

2:22

Intermediate

Measure Ad & Creative Performance

Identify winning and underperforming ads or creative assets.

2:14

Intermediate

Measure Offer Performance

See which gated offers produce quality conversions.

2:30

Advanced

Per-Campaign Deep Dives in Analyze

Diagnose one campaign end-to-end when the dashboard flags a problem.

2:17

Advanced

Cohort Analysis: How Long Does Pipeline Actually Take?

Read cohorted results so you stop judging last month's campaigns by this week's revenue.

2:15

Intermediate

Geographic, Job-Function & Device Reports

Find who and where converts, feed it back into targeting.

2:15

Intermediate

Website Engagement Report: Ads' Effect on Your Site

Connect ad exposure to on-site behavior.

2:32

Advanced

Experiment Results & Statistical Significance

Choose a winning variant using the built-in significance calculator.

2:14

Beginner

Export & Schedule Hub Reports

Automate weekly PDF/CSV delivery to stakeholders.

2:21

Beginner

Spotlight Overview: Illuminating the Dark Funnel

Understand Spotlight tracks accounts (not anonymous sessions) and completes the Hub picture.

2:34

Beginner

The Account Journey Timeline

Read the anonymous→known→qualified timeline: web visits, ad clicks, CRM status changes for one account.

2:56

GTM Engineer

Channel Mapping: Credit Traffic Correctly

Map traffic sources to channels so revenue reports don't lie.

1:57

Intermediate

Configure High-Intent Pages

Define URLs (pricing, demo) that signify high intent and trigger urgent alerts.

3:23

Advanced

Channel Revenue Performance in Spotlight

Attribute actual pipeline revenue to the channel that influenced the deal.

2:58

Advanced

LinkedIn Impact Report

Quantify how LinkedIn ads drive organic/direct web visits from target accounts.

2:21

Advanced

Deep Funnel & Conversion Path Analysis

Visualize the multi-visit, multi-channel path that turns an account into pipeline.

1:58

Intermediate

Engagement Scores: What Counts as "Engaged"?

Assign point values to web behaviors to surface hot accounts.

2:11

Advanced

Build & Manage Custom Scores

Build scoring models tailored to your GTM motion (CRM + ad + web activity).

2:03

Intermediate

Build Custom Funnels for Your Business

Create funnels matching your exact sales stages, not just the default ABM journey.

1:57

Intermediate

Slack Alerts for Website Activity

Real-time Slack pings when a target account visits high-intent pages.

3:00

Beginner

Website Visits Explorer

Inspect de-anonymized daily visits, filtered by industry/size.

1:58

Intermediate

Sales Alerts: Ping Reps When Accounts Engage

Route engagement signals to sales so ads create conversations, not just clicks.

2:56

Beginner

Notification Preferences & General Settings

Set timezone, currency, and email/in-app alert preferences.

2:13

Intermediate

Activity & Optimizer Logs for Troubleshooting

Diagnose why a campaign paused or budget shifted via the audit trail.

1:53

Intermediate

UTM Advanced: Complex Multi-Layered Campaigns

Build custom UTM parameters for complex, multi-layered campaigns.

2:19

GTM Engineer

API Access Tokens for Custom Reporting

Generate keys to export data into Tableau/PowerBI/warehouses.

1:53

GTM Engineer

Custom API Integrations & Webhooks

Connect Snowflake/Fivetran/custom tools via webhooks for raw data.

2:51

GTM Engineer

Troubleshooting Integration Sync Issues

Diagnose and resolve common API sync errors with ad platforms or CRMs.

2:00

Intermediate

The Report Scheduler

Schedule automated PDF/CSV reports to stakeholders' inboxes.

2:14

Beginner

Super Admin: Switching Between Accounts

Manage multiple client/subsidiary accounts from one login (agencies).

2:00

GTM Engineer

Map Your CRM Pipeline Stages

Map custom CRM opportunity stages to Metadata's standard funnel.

3:16

Beginner

Migrating from Legacy Metadata to Metadata One: What Changes

Reassure veterans their campaigns/audiences/reports are intact; map old muscle memory to new nav.

2:46

Intermediate

Using the Campaign Migration Tool

Port legacy or native-ad-manager campaigns into Metadata's optimizer without losing history.

2:42

Beginner

New Nav Cheat Sheet for Power Users

Fast remap of where every legacy screen now lives.

2:37

Advanced

Build Complex Custom Attribution Models

Weight touchpoints (e.g., 40/40/20) to match your sales cycle.

2:35

Advanced

Cohort + Account-List Deep Dive

Combine cohort velocity with account-list segmentation for granular trends.

2:36

Advanced

Advanced Cohort Filters

Filter cohorts by campaign, account list, or region for micro-trends.

2:49

Advanced

Investigate Low-Quality Leads

Trace bad leads back to the audience, creative, channel, or offer that produced them.

2:08

Advanced

"Always-On" Brand Defense Playbook

Build an automated low-bid campaign protecting brand keywords without manual oversight.

2:57

Advanced

Build Executive Rollup Dashboards

Configure the top-level view to show only C-suite KPIs (Pipeline, ROI, CAC).

2:43

Advanced

Full-Loop Mastery: Audience → Optimizer → Attribution

Capstone: run the complete closed-loop workflow and read the revenue it produces.