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Meiro Business Explorer

All of your customer data: connected and activated.

If you need technical support while using Meiro System, please contact us at 'help@meiro.io'.

Introduction

User Interface

User Interface of Meiro Business Explorer

After logging into Meiro Business Explorer, you will get access to the following: Us...

Tab: Administration/Configurations

The Administration/Configurations tab is visible only to users with permission to see this tab. T...

Tab: Administration/Entities

The Administration/Entities tab is visible only to users with permission to see this tab. This ta...

Tab: Administration/User setup

Learn from this article: Users Activity Users Roles The Administration/User s...

Tab: Analytics

Learn from this article about: Diagnostic Dashboard tab Funnels Insights tab Report...

Tab: Channels

The Channel tab allows you to manage and execute multi-channel campaigns, ensuring a seamless and...

Tab Channels/Emails/Campaigns

The Channels/Emails/Campaigns tab allows for sending personalized email messages to customers bas...

Tab Channels/Emails/Templates

The Channels/Emails/Templates tab allows for selecting a system or custom template for using it i...

Tab: Channels/ Mobile Push

The Channels / Mobile Push tab allows sending personalized push notification messages to a segmen...

Tab: Channels/ Promo codes

The Promo codes tab enables to insert of CSV files with promo codes that can be used further e.g....

Tab Channels/Web/Native banners

The "Web: Native banners" tab enables creating and setting rules to display native banners and di...

Tab: Channels/Web/ Pop-up banners

The pop-up banners tab enables creating and setting rules to display pop-up banners and display t...

Tab Channels/Journey Canvas

The Journey Canvas feature enables you to design and visualize customer journeys tailored to indi...

Tab: Data library

Learn from this article about: Attributes tab Events tab Sources tab Destinations ...

Tab: Home page & notification center

The notification center is on the Home page, with updates for changes in Meiro Business Explorer....

Tab: Profiles

Learn from this article about:  Customer profile search Customer profile detail tab Da...

Tab: Segments

Learn from this article about: Custom Segments tab Featured Segments tab Smart Segment...

Tab: User Settings

  When you click on the user logo, a dropdown window will appear displaying the following opti...

Getting Started

Analytics

Segment builder: tutorials & tips

Segment Detail page

The Segment Detail tab shows details of each segment containing: "side panel" with basic infor...

Segment builder: attributes & conditions, compound attributes, parentheses, exclusion

Learn from this article about: Attributes and compound attributes, data types and co...

Segment builder: date & datetime attributes

Learn from this article about: Date vs datetime attributes Predefined conditions Natur...

Segment builder: how to invite/ get access to a segment

Invite to a segment As an author or user with edit access, you can invite other users ...

Segment builder: tags for segments

Tags help to manage segments across Meiro Business Explorer and make them easy to find. You can...

Build your segment: customers with email engagement from a particular country

When running a country-specific email campaign, you may want to be able to view the customer prof...

Build your segment: customers who left the shopping cart without a purchase

It’s common to have customers leave items in the cart and leave before making a purchase. It is a...

Build your segment: engaged customers who prefer browsing on a mobile device

In this case below, we’ve set some conditions to help us segment customer profiles engaged with t...

Build your segment: website visitors who are non-customers

In some cases, a business may want to convert all of its visitors into customers. In Meiro Busine...

Featured segments

What featured segments are? Featured segments are customized segments for the client use cases...

Smart segments

The setting of Smart Segments in Meiro Business Explorer is usually done by the Meiro technical c...

Lookalike segments

What Lookalike segments are? Lookalike segments are a powerful tool within Meiro Business Explor...

Segment exports: tutorials & tips

Destinations in CDP

ActiveCampaign destination

Prerequisites for setting up ActiveCampaign loader The first step is to set up the loa...

Criteo destination

Prerequisites for setting up Crieo Loader Follow this step-by-step guide to configure th...

Facebook Custom Anonymous Audience destination

Prerequisites for setting up Facebook Custom Anonymous Audience Loader The first step ...

Facebook Custom Audience destination

Prerequisites for setting up Facebook Custom Audience Loader The first step is to conf...

Genesys destination

Prerequisites for setting up Genesys Loader The first step is to set up the loader w...

Google Ad Manager destination

 Prerequisite To export to Google Analytics (Universal Analytics), Google Analytics 4,...

Google Ads Customer Match Audience destination

Prerequisites for setting up Google Ads Customer Match Audience Loader The first ste...

Google Analytics Audience destination

Prerequisites for setting up Google Analytics Audience Loader The first step is to set...

Google Analytics 4 Audience, Google Ads, Google Ad Manager destination

Prerequisites for setting up Google Analytics 4 Audience Loader The first step is to s...

Google DV360 Customer Match Audience destination

Prerequisites for setting up Google DV360 Customer Match Audience Loader The first s...

HubSpot destination

Prerequisites for setting up HubSpot Loader The first step is to set up the loader w...

Klaviyo destination

Prerequisites for setting up Klaviyo Loader The first step is to set up the loader w...

Mailchimp destination

Prerequisites for setting up Mailchimp Loader The first step is to set up the loader...

Salesforce Marketing Cloud destination

Prerequisites for setting up Salesforce Marketing Cloud Loader The first step is to se...

Sklik destination

Prerequisites for setting up Sklik Loader The first step is to set up the loader wit...

SmartEmailing Trigger destination

Prerequisites for setting up SmartEmailing Trigger Loader The first step is to set u...

TikTok destination

Prerequisites for setting up TikTok Loader The first step is to set up the loader with...

Trade Desk destination

Prerequisites for setting up Sklik Loader The first step is to set up the loader withi...

Twitter Ads Audiences destination

Prerequisites for setting up Twitter Ads Audiences Loader The first step is to set u...

Reporting dashboard

Reporting dashboard example: CRM analytics

New leads and evaluations till selected end date The number of opened leads qualifyi...

Reporting dashboard example: Facebook Ads insights

Running campaigns It shows the number of running campaigns. Filterable by start date...

Reporting dashboard example: Facebook page analytics

Followers It shows the total number of followers. Filterable by start date and end d...

Reporting dashboard example: Google Ads insights

Impressions It shows the total number of impressions.  Filterable by start date,  e...

Reporting dashboard example: Instagram page analytics

Followers It shows the total number of followers.  Filterable by start date and end...

Reporting dashboard example: KPI overview

Examples of charts: Customer Relationship Management Website  Mailing Campaigns ...

Reporting dashboard example: LinkedIN Ads insights

Spend It shows the total spend on campaigns.  Filterable by start date, end date, ...

Reporting dashboard example: LinkedIN page analytics

Followers It shows the total number of followers.  Filterable by start date and end ...

Reporting dashboard example: Mailing

Running campaigns It shows the number of running campaigns. Filterable by start dat...

Reporting dashboard example: Meiro Emails

Engagement metrics Remember: use the campaign filter at the top of the reporting dashboard t...

Reporting dashboard example: PPC & performance ads

Spend It shows spending from all campaigns (FB Ads, Google Ads, LinkedIn Ads). Fil...

Reporting dashboard example: Twitter page analytics

Followers It shows the total number of followers.  Filterable by start date and end...

Reporting dashboard example: Web analytics

Users It shows the number of users who visited a website in the selected period, cal...

Reporting dashboard example: Youtube page analytics

Subscribers The total number of subscribers. The number of subscribers: the sum of s...

Web: Pop-up and Native Banner Campaign

Native banners: quick tutorial step by step

Prerequisites To work with on-site personalization, first, they need to be set by th...

Native banners: create form & conditions

The Channels/Web/ Native banners tab enables creating and setting rules to display banners that a...

Pop-up banners: quick tutorial step by step

Prerequisites To work with on-site personalization, first, they need to be set by the ...

Pop-up banners: create form & conditions

The Channels/Web/Pop-up banners tab enables creating and setting rules to display pop-up banner...

Pop-up banners: global settings

Prerequisites To work with on-site personalization, first, they need to be set by the Me...

Pop-up banners: how to trigger banner by website interaction

Prerequisites To work with on-site personalization, first, they need to be set by the Me...

Pop-up banners: how to set frequencies

Prerequisites To work with on-site personalization, first, they need to be set by the ...

Pop-up and native banners: instructions for developers

Prerequisites To work with on-site personalization, first, they need to be set by the ...

Web: displaying and testing a banner to a segmented audience

Prerequisites To work with on-site personalization, first, they need to be set by th...

Web: how to schedule a banner

Prerequisites for banners To work with on-site personalization, first, they need to be s...

Web: how to set promo codes in banners

Prerequisites To work with on-site personalization, first, they need to be set by the Me...

Web: reporting on banner performance

Prerequisites To work with on-site personalization, first, they need to be set by the Me...

Web: FAQs

How to test banners? 1. The easiest way is to create an URL condition containing ...

Web: templates & use cases

Web banners: use cases library (image)

Prerequisites To work with banners, first, they need to be set by the Meiro team: 1...

Web banners: use cases library (HTML)

Prerequisites To work with banners, first, they need to be set by the Meiro team: 1. ...

Web banners: use cases library abandoned basket

Prerequisites To work with banners, first, they need to be set by the Meiro team: ...

Web banners: use cases library countdown Black Friday

Prerequisites To work with banners, first, they need to be set by the Meiro te...

Web banners: use cases library customizable close button

Prerequisites To work with web banners, first, they need to be set by the Meiro te...

Web banners: use cases library data collection & thank you page with promo code

Prerequisites To work with banners, first, they need to be set by the Meiro team: ...

Web banners: use cases library demo schedule

Prerequisites To work with banners, first, they need to be set by the Meiro team: ...

Web banners: use cases library ebook promotion

Prerequisites To work with banners, first, they need to be set by the Meiro team: 1...

Web banners: use cases library event sign up

Prerequisites To work with banners, first, they need to be set by the Meiro team: ...

Web banners: use cases library newsletter sign up

Prerequisites To work with banners, first, they need to be set by the Meiro team: 1...

Web banners: use cases library product replenishment

Prerequisites To work with banners, first, they need to be set by the Meiro team...

Web banners: use cases library recommended product

Prerequisites To work with banners, first, they need to be set by the Meiro team...

Web banners: use cases library shopping intention

Prerequisites To work with banners, first, they need to be set by the Meiro te...

Journey Canvas

Email campaigns

Introduction to Emails channel

The email channel is a powerful tool for businesses to communicate with their audience. It allows...

Email campaign creation: step-by-step

Creating an email campaign You can create an email campaign through the Channels > Emails tabs...

Activation of email campaign

To proceed with activating your campaign, please create a campaign and complete its content form....

Email visual editor guide

This article will guide you through creating the body of your email using the intuitive Visual Ed...

Emails: how to set frequencies

The frequency capping allows you to establish rules for all sent emails, with the flexibility to ...

Managing email consent: Blocking and Unblocking Email Addresses

To manage email communications effectively, you can block or unblock email addresses on a profile...

Personalizing Email Content with CDP Attribute Data

Personalization is a crucial aspect of effective email marketing. By tailoring your emails to you...

Email templates

The Channel/Emails/Templates tab enables the creation and utilizing of email templates, simplifyi...

Understanding Segmented Audiences in Email Campaigns

Understand the segmented number of profiles in various scenarios: Single segment in a ...

Emails: best practices

This article outlines recommended best practices for marketers to improve email deliverability ra...

Emails: use cases

In today's world, emails have become an essential communication channel, crucial in personal and ...

System events for Emails

Once you have successfully configured the Email channel, system events will automatically populat...

Emails: instructions for developers

Introduction This documentation is a comprehensive guide for configuring and managing email-rela...

Mobile Push: tutorials & tips

Administration tab: Entities

Administration tab: Configurations

Administration tab: User setup

FAQ