Automations feature
Metadata
Carry structured offer, product, coupon, and customer context through the workflow.
Automations
Metadata
Create or choose the offer that owns the product, price, theme, and checkout surface.
Add metadata to the checkout path where it helps the buyer decide.
Run a test or preview session before sending real traffic to the page.
Why it matters
Useful when Automations needs data to be part of the actual selling flow.
In Plandalf
Carry structured offer, product, coupon, and customer context through the workflow.
Why not bolt it on
Loose notes and tag names make later reporting and fulfilment fragile.
How to use it
The implementation path
- Step 1
Create or choose the offer that owns the product, price, theme, and checkout surface.
- Step 2
Add metadata to the checkout path where it helps the buyer decide.
- Step 3
Run a test or preview session before sending real traffic to the page.
Try it in context
Build a Automations flow with Metadata.
Start from the product overview, use the docs for the exact setup, then test the full path before customers see it.