Implementation
This section covers Implementation tutorial and best practices for Meiro Implementation team and implementation partners.
Overview
Step By Step Implementation Guide
Data Sources Implementation Get credentials Request for access or find credentials to data s...
Set Up and Permission Requesting
Events processing
Data Audit Checklist
Before ingesting data and processing events, the first task is to explore the data source. Typi...
Format events
Learn from this article: Format events into format suitable for customer_events table: ...
Transform events (CR)
Transform events into suitable format for customer_events table The purpose of this component is...
Load events to CDP
Learn from this article: A component for loading data into the CDP data model Configu...
Load events to CDP (CR)
Pre-requisite Your input must be a csv file, the required csv is defined in the data transformat...
Customer Entity Retention Principles
What is Customer Entity Retention? When ingesting events into CDP, we must be mindful of how lo...
How to Implement Meiro Events in MI and CDP and set up alerts for Meiro Events
Overview In this article, we will provide a checklist on the steps to implement Meiro Events (ME...
Identity stitching (identity resolution)
Identity Stitching Setup
Learn from this article: Identity stitching configuration Attributes calculation conf...
Identity Stitching rules
General information Here you can find examples of Identity Stitching rules possible to set in Bu...
How to do Quality Checking on Identity Stitching
Often times, it is not easy to see problems with identity stitching until it has finished running...
Identity Stitching edge cases and solutions
This article describes the identity stitching (PS) issues / edge cases Analysts have faced during...
How to rerun identity stitching for all/some entities/events and recalculate attributes
PS edge cases It may happen when setting up PS rules, that you miss out some edge cases and this...
Problems with large customer entities and how to investigate and solve them
Problems with large customer entities When a customer entities grows too large, this is the foll...
Data model
Attributes Calculation
Attribute data types and sample values
Regular attributes and compound attributes have data types defined when created in the CDP on Bus...
Compound attributes
Learn from this article: What are compound attributes How compound attributes appear ...
How to create context queries that require information of every customer entity
In some use-cases, you may find yourself having to create context queries to query data on the en...
How to troubleshoot when there are no attribute values
Sometimes, after you have implemented attributes on CDP, it may still be shown that there are no ...
How to delete attributes correctly
Sometimes, an attribute is obsolete, wrongly implemented, needs to be changed etc. While it is fi...
How to set up attributes in Meiro Business Explorer
This article is updated for Cockroach Migration 1. In Business Explorer, under Administrations -...
How to generate simulated attributes values for demo purpose
The purpose of this documentation is to show you how you can create simulated attributes for demo...
Tutorial: How to set up RFM attributes (WIP)
Here, we will describe the implementation process to set up attributes for the RFM (Recency, Fequ...
Destinations
Set export destinations
Learn from this article: Set destination workspaces in Meiro Integrations Set the par...
Facebook Custom Audience destination - upsert
When implementing Facebook Custom Audience destination, one might want to either: create a new...
The Trade Desk export destination
Ask in #help_product for TTD destination to be added to the Meiro Business Explorer. Cre...
Google Analytics Destination
1. Steps to implement Google Analytics destination Create a task in #help_product to create th...
Criteo Destination
1. Steps to implement Criteo destination Create a task in #help_it to create the destination i...
Twitter Ads Audience Destination
1. Steps to implement Twitter Ads Audience Destination Create a task in #help_product to creat...
Google Analytics 4 Destination
1. Steps to implement Google Analytics 4 destination Create a task in #help_product to create ...
Facebook Conversion API Implementation
Steps to implement Facebook Conversion API Step 1 You need to define which events...
How to find credentials for GA4 destination
1. Get GA4 credentials Measurement ID In your Google Analytics account https://analytics.googl...
Reporting
Maintenance & Best Practices
Set Up Business Explorer Instance & QA
Once the CDP Implementation has been done by analysts, we will need to test and get the Business ...
Workspace documentation
Workspace documentation standards The main purposes of workspace documentation are: handover ...
Workspaces Monitoring Alert & Analyst Duty
Overview On all client instances that are in production, monitoring alerts have been set up. Whe...
Best Practices for Insights Creation
This document contains all the best practices on insights creation on Meiro Business Explorer. ...
Component Testing and Documentation guide
When do we need to test components? After a component, usually a connector or loader to a new pl...
Best Practices for Attributes Creation
Attribute IDs Attribute IDs with this format and order: <source>_<attribute name>_<attribute ty...
Best Practices when setting up Destinations
Destination Colours In the current version of MBE, it is not possible to the icon colour of a de...
Tutorial: How to implement product feed
Here, we will provide some general guidelines on product feeds and how it can be implemented as p...
Project Management
Project Handover Procedures
What are the documentations that we need to complete to formalise the closure of a project / a pr...
Project Management Handbook
Project Management Principles Project Managers in Meiro The role of PMs in Meiro is broader th...
Project Management FAQ
This is a running & always in-progress document of FAQ and basic information needed to start and ...
How PMs work with Jira
How to create a new Implementation Project in Jira Create Issues in Jira A few rules for cre...
Guide on investigating segment exports' performance
Sometimes, when a client is doing a lot of segment exports frequently on large volumes of data, i...