Meiro Business Explorer
All of your customer data: connected and activated.
Introduction
Introduction to Meiro Business Explorer
Meiro Business Explorer is a platform that enables to: Segment customers and activate data L...
Where to start
Info messages Find info messages explaining more difficult concepts. User docum...
Glossary: what is what in Meiro Business Explorer
Attribute Attributes are characteristics of a customer (e.g. information about person...
Terms & conditions
To learn more about Meiro terms & conditions please refer to this article.
Meiro User Security Guidelines
To learn more about Meiro User Security Guidelines please refer to this article.
Technical support
Overview Encountering issues and bugs is part and parcel of using just about any software system...
User Interface
User Interface of Meiro Business Explorer
After logging into Meiro Business Explorer, you will get access to: Homepage Shortcut ...
Tab: Homepage & notification center
Notification center is on the homepage, with updates for changes in Meiro Business Explorer. ...
Tab: Customers
Learn from this article about: Customer Detail tab Data Protection Learn more ...
Tab: Segments
Learn from this article about: Custom Segments tab Featured Segments tab Smart Segment...
Tab: Segment Detail
Learn from this article: The header of the Segment Detail page Choose conditions Se...
Tab: Data
Learn from this article about: Diagnostic Dashboard tab Insights tab Attributes tab E...
Tab: Reporting
The Reporting tab is set by the Meiro team in an external tool (Metabase). There are basic das...
Tab: Personalization/ Web banners
Personalization/ Web Banners tab enables creating and setting rules to display popup banners and ...
Tab: Setup
The Setup tab is visible only to users with permission granted to see this tab. Setup tab is inte...
Tab: Administration
Learn from this article: Users Roles Settings The Administration tab is vis...
Tab: Trash
The Trash tab shows all removed: Export destinations, Segments, Users. You can search fo...
Tab: User Settings
The User Settings tab displays the main information relevant to the user account. User Setti...
Getting Started
Quick user guide
Start with useful terminology Data tab: understand what kind of data is available to you ...
What can I understand through the single customer profile
What you will learn: Search for customer profile Analyze your customer profile ...
How to build segments of customers
Learn from this article about: Start with smart segments or featured segments Segment...
Understand the bigger picture of data available in Meiro
Learn from this article about: Diagnostic Dashboard Attributes, events, sources & des...
Insights what are they for and how do they work
Insights are a set of tiles with various analytics for segmented groups. Insights are built bas...
Reporting in Meiro Business Explorer
The Meiro team sets the Reporting tab in an external tool (Metabase). Dashboards are customi...
Web banners & personalization of website content
The Personalization/ Web Banners tab enables creating and setting rules to display pop-up banners...
Segment builder: tutorials & tips
Segment builder: attributes & conditions, compound attributes, parentheses, exclusion
Learn from this article about: How to add attributes, conditions, move and delete th...
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 ...
Tags for segments
Tags help to organize segments in the Segments tab. A full list of tags can be found in the Segme...
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 customers who...
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 customers engaged with the brand...
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...
Segment exports: tutorials & tips
Segment export: Criteo
Prerequisites To export to Criteo, this destination must be set by the administrator. Paramete...
Segment export: CSV exports
It is possible to export to CSV data of the segmented audiences. Settings for the CSV export are...
Segment export: Facebook Audience
Learn from this article: Prerequisite Export to Facebook Business Manager, Facebook Ad...
Segment export: remove customers that purchased from Facebook
It is possible to exclude a customer from the custom audience. E.g. The customer visited the pro...
Segment export: Google Analytics, Google Ads and more
Learn from this article: Prerequisite Export to Google Analytics and Google Ads FAQs ...
Segment export: Google Ad Manager
Learn from this article: Prerequisites Export to Google Ad Manager, how it works ...
Segment export: Mailchimp
Learn from this article: Prerequisite Export to Mailchimp FAQs Prerequisite ...
Segment export: Mailchimp link decoration (personalization)
Deploying Meiro Events to collect the activities of visitors on a client's website, is a great...
Segment export: The Trade Desk
Learn from this article: How to export to The Trade Desk FAQs How to export...
Segment export: exportable in segment export
"Exportable" section shows the number of customers out of segmented customers that have mandatory...
Segment export: mandatory and exported attributes
Mandatory and exported attributes can be set for exporting data to the destination. Attributes a...
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: personalization & web banners
All impressions The lifetime number of impressions. Filterable by the web ban...
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 banners: tutorials & tips
Web banners: quick tutorial step by step
1. Go to the Personalization tab/ Web banners tab. Find here all web banners that have been ...
Web banners: create form & conditions
Personalization/ Web Banners tab enables creating and setting rules to display pop up banners and...
Web banners: frequencies
Frequencies can be set on 2 levels: Personalization tab/ General Settings ...
Web banners: use cases library
Currently, 2 types of web banners are available: Image web banners HTML web banners Learn ...
Web banners: reporting on web banner performance
Web banners performance can be tracked in the Reporting tab (it has to be set by the Meiro team)....
Web banners: how to schedule a web banner
There are several ways how to schedule a web banner through conditions: Datetime (does...
Web banners: instructions for developers
General The evaluation of conditions for displaying banners and the insertion of the banner into...
Web banners: FAQs
Will a web banner appear immediately to the user after it is set? The SDK is cached in the...
Setup guide
Channel Engagement: how does it work and how to set it up
Learn from this article: How does it work How to set it up How does it w...
Meiro Business Explorer set up guide
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. It ...
Setup guide: attributes
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. ...
Setup guide: destinations
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. In ...
Setup guide: events
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. In ...
Setup guide: export to Facebook Audience
The setup guide is for setting up Meiro Business Explorer, usually, it is done by the Meiro team....
Setup guide: export to Google Analytics/ Google Ads/ Google Ad Manager
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. Goo...
Setup guide: export to the Trade Desk
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. The...
Setup guide: identity stitching
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. ...
Setup guide: insights
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team....
Setup guide: labels
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. In ...
Setup guide: reporting
Reporting/ Setup tab enabled to connect to the reporting platform (usually Metabase, but other co...
Setup guide: smart segments
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. Set...
Setup guide: sources
Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team. In ...
Administrator's guide
Administrator's first steps
Learn from this article about: Users tab Roles tab Settings tab Within the Ad...
Available roles permissions
By default, there is only the administrator role created. Besides that, roles can be fully custom...
How to manage data protection
Meiro can be fully customized for the individual data protection regulations. To consult all poss...
How to set the new user role
Learn from this article: How to set the new user role Creating the user but “User is al...
How to set the additional attribute in the Customers tab
Additional attribute will be displayed for searches in the Customers tab. For example, you may wi...
FAQ
Recommended browsers
Chromium: version 58 or newer Google Chrome: version 58 or newer Microsoft Edge: version 16 or ...
Customer profiles: how can I save customer profiles
Each customer has their own ID, which you can see in the URL of the Customer Detail. Copy the URL...
Where to find user documentation, tips, product tour
You can always return to the product tour that was introduced when you started to use Meiro Busin...
How to customize your Meiro Business Explorer
Some of the features can be customized with the help of the Meiro team, others can be easily mana...
How to restore deleted users, destinations and segments
All deleted users, destinations and segments are stored in the Trash tab. From there they can be ...
I do not have access to some tabs/ features
Each user role is defined by an administrator of Meiro Business Explorer. It is possible that an ...