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
Introduction to Meiro Business Explorer
Meiro Business Explorer is a platform that enables: Segment customer profiles and activate da...
Where to start
Info messages Find info messages explaining more difficult concepts. Knowledg...
Meiro User Security Guidelines
To learn more about Meiro User Security Guidelines please refer to this article.
Glossary: what is what in Meiro Business Explorer
Attribute Attributes are characteristics of a customer profile (e.g., information ...
Terms & conditions
To learn more about Meiro terms & conditions 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 the following: User...
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/Emails/Custom Blocks
The Channels/Emails/Custom Blocks tab allows for creating custom blocks that will be available as...
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
Quick user guide
Start with useful terminology Analytics tab: monitor the state of your data Segments tab:...
How to build segments of customer profiles
Start with smart or featured segments Smart segments are the most common segments ready and se...
Running campaigns with Meiro
The Channels tab enables the customization of campaigns across different channels: pop-up bann...
What can I understand through the single customer profile
What you will learn: Search for customer profile Analyze your customer profile ...
Analytics
Understand the bigger picture of data available in Meiro
Learn from this article about: Diagnostic Dashboard Funnels Insights Reports ...
Diagnostic Dashboard
The Diagnostic Dashboard displays information about the data of your available customer profiles....
Funnels
What are funnels? Funnels in Meiro are a powerful analytical tool designed to provide insights i...
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 customiz...
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
How to enable value from list in destination parameters
This article will explain how to enable a value list under destination parameters using the CDP D...
Segment export: Exportable in segment export
The "Exportable" section shows the number of customer profiles out of segmented customer profiles...
Segment export: Mandatory and exported attributes
Mandatory and exported attributes can be set for exporting data to the destination. Attributes a...
Segment export: CSV exports
Segmented audiences can be exported to the CSV file. This option is available in the Exports sect...
Segment export: Mailchimp link decoration (personalization)
Deploying Meiro Events to collect the activities of visitors on a client's website, is a great op...
Segment export: Remove customers that purchased from Facebook
It is possible to exclude a customer profile from the custom audience. E.g. The customer visited...
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 ...
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...
Snapchat Audience destination
Prerequisites for setting up Snapchat Audience loader The first step is to set up th...
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...
Yandex Audience destination
Prerequisites for setting up Yandex Audience loader The first step is to set up the lo...
Pinterest Audience destination
Prerequisites for setting up Pinterest Audience loader The first step is to set up the...
Microsoft Advertising destination
Prerequisites for setting up Microsoft Advertising loader The first step is to set u...
LinkedIn Ads destination
Prerequisites for setting up LinkedIn Ads loader The first step is to set up the loade...
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 the Meiro team...
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
Introduction to Journey Canvas
The Journey Canvas is a dynamic feature that empowers you to create personalized and automated cu...
Journey Canvas creation: step-by-step
Creating a Journey Canvas allows you to design personalized and automated customer journeys tailo...
Journeys Step Types
In a Journey Canvas, various steps (nodes) can be added to create a dynamic and engaging cust...
Journeys Use Cases
Journey Canvas is your gateway to crafting tailored, engaging customer experiences. Designed to b...
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...
The benefits of using Custom Blocks
What are Custom Blocks? Custom Blocks are a versatile tool within email marketing platforms, off...
Product and article blocks
What are product and article blocks? The product and article blocks in the email campaign editor...
Personalizing Email Content with CDP Attribute Data
Personalization is a crucial aspect of effective email marketing. By tailoring your emails to you...
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...
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
Introduction to Mobile Push channel
The mobile push channel is a valuable tool for businesses to engage with their audience directly ...
Mobile Push campaign creation: step-by-step
The Channels/ Mobile Push tab allows sending personalized push notification messages to a segment...
Activation of mobile push campaign
To proceed with activating your campaign, please create a campaign and complete its content form....
Mobile Push: how to set frequencies
The frequency capping allows you to establish rules for all push notifications, with the flexibil...
Personalizing Mobile Push Content with CDP Attribute Data
Personalization is a crucial aspect of effective push notification marketing. By tailoring your c...
Mobile Push: best practices
The Mobile Push tab enables designing mobile push notification and displaying it to the selected ...
Mobile Push: use cases
The Mobile Push tab enables designing mobile push notification and displaying it to the selected ...
Understanding Segmented Audiences in Mobile Push Campaigns
Understand the segmented number of profiles in various scenarios: Single segment in a ...
System events for Mobile Push
Once you have successfully configured at least one Firebase project and app, system events will a...
Mobile Push Notification Processing
Mobile push notifications are a key channel for engaging users in real time. This document outlin...
Mobile Push: instructions for developers
This documentation is a comprehensive guide for configuring and managing mobile push-related even...
Mobile Push: FAQs
What is a registration token, and where can I find it? A Registration Token, also ...
Administration tab: Entities
Attributes setup
The CDP technical consultant usually sets up attributes. You can view and manage them in the Admi...
Attributes labels setup
Entities setup is usually done by the Meiro team. In the Administration/Entities/Attribute label...
Context queries setup
Entities setup is usually done by the Meiro technical consultant. In the Administration/Entitie...
Destinations setup
Entities setup is usually done by the Meiro team. In the Administration/Entities/Destinations ta...
Events setup
Entities setup is usually done by the CDP technical consultant. In the Administration/Entities/E...
Identity stitching setup
Entities setup is typically done by the CDP technical consultant. In the Administration/Entities...
Meta attributes setup
Entities setup is usually done by the Meiro team. In the Administration/Entities/Meta attribute...
Sources setup
Entities setup is usually done by CDP technical consultant. In the Administration/Entities/Sourc...
Administration tab: Configurations
Email channel configurations
The Administration/Configurations/Channels tab in Meiro Business Explorer enables businesses to c...
Mobile Push channel configurations
The Administration/Configurations/Channels tab in Meiro Business Explorer enables businesses to c...
Insights configurations
Configurations are typically set up by the Meiro team to configure Meiro Business Explorer. In...
Lookalikes settings
This feature allows you to leverage your customer data to identify new prospects who resemble you...
Funnels
In the Administration/Configuration/Funnel tab, you can create, edit, and delete groups of funnel...
Reporting configurations
The Administration/Configurations tab enables connecting to the reporting platform (usually Metab...
Settings tab
General settings MI API connection and ME API connection. The Meiro team should s...
Settings of Channel Engagement
How does it work Channel Engagement helps to identify channels (data sources) with high/ low eng...
Settings for additional Attributes in the Profiles Tab
The additional attribute will be visible during searches on the Profiles tab, providing additiona...
Settings for the customer Profile Highlights label
In the customer Profile Highlights label, you can assign the label with attributes for the custom...
Administration tab: User setup
User setup overview
Within the Administration/User setup tab: Check the activity of users across Meiro Business Ex...
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 individual data protection regulations. To consult all possibil...
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...
Users Activity tab in details
Users Activity tab reports on the activity of users across Meiro Business Explorer. To...
FAQ
Customer profiles: how can I save customer profiles
Each customer profile has its ID, which you can see in the URL of the detail page to the Customer...
Getting help from Meiro
Technical support Meiro System provides technical support to all clients, meaning users with tec...
Google Marketing Platform Web Audiences: How it works and what to be aware of
As Meiro CDP collects data about customer profiles and creates identity graphs, one of the identi...
How to benefit from Meiro AI Assistant
What is Meiro AI Assistant? Meiro AI Assistant is a powerful tool that utilizes GPT-3 developed ...
How to customize your Meiro Business Explorer
Some of the features can be customized with the help of the Meiro team, and others can be easily ...
How to get your Meiro Cookie ID and locate your profile in Meiro CDP
After verifying that the Meiro SDK has been correctly implemented, follow these steps to obtain y...
How to restore deleted items
All deleted banners, segments, user roles, and users are stored in the trash in their own respect...
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 ...
Recommended browsers
Chromium: version 58 or newer Google Chrome: version 58 or newer Microsoft Edge: version 16 or ...
Where to find user documentation and tips
Tooltips Short information can be found in the tooltips on some of the features; you can click o...