Administrator's first steps

As an administrator, you have access to the Administration tab where you can manage most of the features. It is also possible to have access to some areas of the Administration tab granted within your user role (read about user roles here). 

To learn about the Administration tab and its full description please refer to this article.

 

1. Let’s get started with the Administration tab

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1.1 Global settings: database and API connection

Database connection, as well as the Meiro API connection, should be set by the Meiro team and be filled already. 

They should not be modified unless there is a reason behind it. If in doubt, please consult the Meiro team.

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1.2 Data cache

Set Data cache expiration and CDP cache generating (here you can refresh cache manually whenever you need to).

In some cases, you may want to refresh the cache manually (Refresh Cache button). For example, if you wish to have the most up to date data as soon as possible. Also, certain updates will be visible only after the data cache (change of customer mandatory attributes, change data sources in the Diagnostic Dashboard). You can wait for the data to be refreshed automatically or drive manual refresh. 

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1.3 Maintenance notification email

Set maintenance email where all the alerts will be sent (for example when there are segments that contain invalid attribute names, the non-existing attributes that have been deleted or any other errors that appeared).

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1.4 PII protection

Enable/ disable PII data. Attributes with labels set under the PII protection section will be hidden from users with no rights to see PII data.

To learn about user roles and how to hide PII data from users on user role level, please refer to this article.

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2. Attributes global settings

In the lower section of Global settings, you can set labels for certain areas on Meiro Business Explorer. You can pick the right label and click on the Save button to save the changes. 

 

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2.1 Label for the Channel Engagement

Set Channel Engagement attributes that will be visible in the Channel Engagement of your customer profiles.

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2.2 Label for Customer Identifiers

Set Customer Identifiers attributes that will be displayed in the Customer Identifier section of your customer profiles.

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2.3 Label for the Customers tab

Set additional attributes within the Customers tab that will be displayed for your search results.

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Make sure to save changes in the Global Settings tab and click on the Save button.

 

3. Customer definition

Under this tab is possible to set mandatory attributes that must be present in order for the customer to be included in the customers' database.

Go to the Customer Definition tab and make sure the customer definition is correctly set and set up mandatory attributes that the customer entity must-have. For example, setting up “email” as a mandatory attribute means that only records with an email will be considered a customer. This excludes web visitors without a known email address.

It is an optional feature. You do not have to set mandatory attributes for your customer definition if you do not wish to. 

The update will be visible after the next data cache refresh or manual data cache refresh that can be activated in the Global Settings tab (point 1.1 above).

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4. Data sources & destinations 

Go to the Source & Destination tab and check if all the sources and destinations for your data are set.

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4.1 Data sources: Diagnostic Dashboard

Mark sources you wish to see in the Diagnostic Dashboard NO. OF UNIQUE CUSTOMERS IDENTIFIED ACROSS X SOURCES and NO. OF CUSTOMERS IDENTIFIED PER SOURCE

The update will be visible after the next data cache refresh or manual data cache refresh that can be activated in the Global Settings tab (point 1.1 above).

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4.2 Data sources: Channel Engagement

Mark sources for the Channel Engagement if your customer profiles. 

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4.3 Data destinations

Set exported and mandatory attributes for your destinations, as well as parameters.

Exported attributes are attributes that will be exported to your chosen destination. This is a mandatory field. If not filled your export will be empty. 

Mandatory attributes are attributes that must be present in order to export to your chosen destination. This is an optional field and can be present if you wish to limit your exports. 

Parameters can be set for some destinations to further precise your export to a particular audience.

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5. Insights

Insights are visible for each segment under the Insights tab, as well as the Data tab for all your customers' database.

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To set up insights, please go to the Administration tab/ Insights tab, click on the Create Insights button.

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Then set:

-The attribute you wish to display in the insights. 

-Precise the condition for your attributes.

-Name your insight.

-Add a description if needed, it will be visible on hove under "i".

-Choose the colour.

Click on the Save button and save changes. 

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Insights can be drag and drop to the right position.

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To learn about insights and their meaning, please refer to this article.

 

6. Smart Segments

Smart segments will be visible for all your users. They will be able to copy segments and work with it further. This is a quick way how to introduce your team to your customers' database. 

You can set up smart segments under the Segments/ Smart Segments tab.

To learn how to set up smart segments please refer to this article

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7. Tags

To set up tags, please go to the Administration tab/ Tags tab. Tags can be used to organise and filter segments in the Segments tab.

Click on the create tag button.

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Choose the name and colour for your tags.

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8. Define users and invite your team

8.1 Create user roles

As an administrator, you can define user roles with certain levels of access. 

To create a user role, please go to the Administration tab/ Roles tab.

Click on the Create New Role button.

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Name your user role and specify accesses you wish to grant. To save changes click on the Save button.

To learn more about different levels of access, please go to this article.

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8.2 Manage user accounts 

You can manage your users in the Administration tab/ Users tab. 

To create a user, please click on the Create New button. 

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Specify email address, name and select role for your new user, you can also tick the box to send an invitation to the email. 

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Choose segments you wish to invite your user to and click on the Create User button. 

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Under the Users tab, you can also manage existing users. 

To learn more about all features of the User tab, please go to this article

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