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Setup guide

Meiro Business Explorer set up guide

Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team.

It is important to pay attention to each tab within the Setup tab, since it may influence the way Meiro Business Explorer will perform. 

Sources tab

In the Sources tab, it is possible to:

  • Create, edit, show-hide data sources.
  • Manage the display of sources within the Data tab/ Diagnostic Dashboard and across Meiro Business Explorer.

Full list of connected sources is available in the Data tab/ Sources&Destinations tab.

 

Learn more: about how to set data sources.

Events tab

In the Events tab, it is possible to:

  • Create, edit, show-hide events.

Full list of events is available in the Data tab/ Events tab.

 

Learn more: To learn how to set events, please go to this article

Identity

Stitching tab

In the Identity Stitching tab, it is possible to:

  • Create, edit, delete rules that will apply to identity stitching.

Identity graphs for each customer are available in customer profile/ Identity tab.

Warning: To set identity stitching, it is important to define Events first.

Warning: Edited rules will be applied to new events (not historical ones).

Learn more: To learn how to set identity stitching, please go to this article.

Attributes tab

In the Attributes tab, it is possible to:

  • Create, edit, and show-hide attributes.

Full list of connected sources is available in the Data tab/ Attributes tab.

 

Learn more: about how to set attributes.

Labels tab

 

In the Label tab, it is possible to:

-Create, edit and delete labels.

 

Labels can be assigned to attributes and help to manage attributes across Meiro Business Explorer. Full list of attributes and labels is in the Data tab/ Attributes tab.

 

Learn more: about how to set labels for Meiro Business Explorer.

Smart

Segments tab

In the Smart Segments tab, it is possible to :

  • Create, edit, delete the smart segment that will be visible in the Segments tab/ Smart Segments.

Full list of Smart Segments is in the Segments tab/ Smart Segments tab.

Learn more: about how to set Smart Segments.

Insights tab

In the Insights tab, it is possible to:

  • Create, edit, delete the insights.

Full list of insights is in the Data tab/ Insights tab or displayed for each segment. 

 

Learn more: about how to set Smart Segments.

Reporting tab

In the Reporting tabs it is possible to:

- connect, edit, delete preset report.

 

The reporting dashboard is in the Reporting tab.

 

Learn more: about how to set Reporting tab.

Destinations tab

In the Destination tab, it is possible to:

  • Edit, delete the destinations.

Full list of connected destinations is in the Data tab/ Sources&Destinations tab.

Warning: It is not possible to add a destination within this tab. It needs to be done by the Meiro team.

Learn more: about how to set the destinations tab.

 

 

 

 

Setup guide: sources

Setup guide is for setting up Meiro Business Explorer, usually it is done by the Meiro team.

In the Setup/ Sources tab it is possible to: create, edit, hide/ show data source.

A full list of sources will be visible to users in Data tab/ Sources & Destinations tab

Learn from this article:

Create a data source

Edit/ show-hide data source

Manage the display of sources within the Diagnostic Dashboard in the Data tab

 

1. Create a source

To add a data source, please click on the Create button and fill the form that will be displayed.

image-1605283338887.pngsources-form.png

Source ID (unique, not editable later)

Source ID is a unique id assigned to the source that can be referred to through Meiro products. 

Warning: The source ID will not be possible to edit later on, therefore please pay attention to what ID is inserted. It would need to be deleted and created again.

Name

Name your data source. The name will be visible across Meiro Business Explorer. It is possible to edit the name later on. 

Source type

Select the source type. It is possible to edit the source type later on. 

Description (optional)

It is optional to add a description. If defined will be displayed in the Data tab/ Sources & Destinations tab.

Icon

 

Select the icon under which data source will appear. It is also possible to select neutral icons, this feature is useful for mixed data sources or profile stitching data sources.

 

Define source color which will represent the source in the Diagnostic Dashboard or in insights (if set with no other color).

 

Remember: Changes will be saved after clicking on the Save button.

2. Edit/show-hide a source

At any time it is possible to edit data sources. If needed It is possible to hide a source from the Meiro interface. When hidden data source as well as attributes/ events connected to the source, will not be displayed in the Meiro interface.

Warning: The only field that is not editable is Source ID. If filled wrong, it is recommended to hide the incorrect source and create a new one.

data-source-hide-edit.png

3. Diagnostic Dashboard

Where: In the Setup tab it is possible to set visibility of data sources in the Diagnostic Dashboard ("Number of Unique Customers Identified Across x Sources" and "Number of Customers Identified Per Source", No of connected sources).