Getting started with MetadataONE

Updated Oct 23, 2026 Metadata Classic version

On this page

Work through these steps to set up MetadataONE. Each one links to the article that covers it.

1. Sign in

Go to platform.metadata.io and sign in with your email address and password, Login with Google, or your company's single sign-on. New to Metadata? Use the link in your invitation email to set your password first.

MetadataONE-only accounts open straight into MetadataONE.
Accounts that also have Metadata Classic open in Classic unless you've made MetadataONE your default. To switch, click your name at the bottom of Classic's left navigation and click MetadataONE.

When you open MetadataONE, a You're evaluating MetadataONE notice appears. Tick I acknowledge and click Continue. See Metadata Classic and MetadataONE.

2. Find your way around

The left rail has Dashboard, Campaigns, Analytics, Assets and Account journey.
Talk to your agent, at the bottom of the rail, opens your AI team in a panel beside the page you're on.
Your account name at the bottom of the rail opens the account menu: Settings, Agent instructions, Integrations and your credit balance.

See How MetadataONE works.

3. Connect your ad channels and CRM

Open the account menu and click Integrations. Click the arrow on a row, sign in, and pick the ad accounts to sync. You can also ask Raj in chat, for example "Connect LinkedIn". See Connect your integrations.

4. Set your landing page subdomain (admins)

Go to Settings > Landing page URL and save a subdomain. Your landing pages are served from it. Once it's set, the field locks; contact support@metadata.io to change it. See Landing pages and lead forms.

5. Invite your teammates

Admins go to Settings > Members, enter an email address, pick a role and click Send invitation. See Invite members and manage roles.

6. Check your credits

Your credit balance shows in the account menu. Click it to open Billing, where you can buy more. See Credits and billing.

7. Build your first campaign

Go to Campaigns and click New Campaign. The Campaign Builder opens. Build it yourself, or let Mei build it for you. See Build a campaign in the Campaign Builder.

You can also ask Mei in chat, for example "Plan a LinkedIn lead gen campaign for our new product, $100 a day." Mei saves a draft; nothing goes live until you click Launch. See Build and launch a campaign.

Connect guides

Ad channels

CRM and marketing automation

Analytics

To reconnect, disconnect or take over a connection from Metadata Classic, see Manage your integrations in MetadataONE.