Customize your Meiro Business Explorer

Some of the features can be customized with the help of the Meiro team, others can be easily managed by an account administrator or user with a certain level of access to the Administration tab.

To discuss details, please contact Meiro representative. 

 

Adding users, creating user roles

An administrator or user with access to the Administration tab/ Users, Roles tabs can manage users and set up/ edit user roles. 

To learn more about user roles, please refer to this article.

Manage users and roles in the Administration tab/ User or Roles tab:

User-Roles.png

Attributes/ events

A Meiro analyst can help to define, customize, change attributes/ events. Attributes and events are the basis for all segmentation, hold valuable information about your customers. 

See your available attributes and events in the Data tab/ Attribute or Events tab:

attributes,-events.png

 

Channel Engagement settings

An administrator or user with access to the Administration tab/ Sources and Destination tab and Settings tab can set up which data sources appear in the Channel Engagement chart, as well as attributes with which label. 

A Meiro analyst may be needed for more complex adjustments.

The Channel Engagement is visible  in the Customer Detail tab:

Channel-Engagement.png

Manage attributes for the Channel Engagement chart in the Administration tab/ Setting tab. Choose the label of your choice and click on the Save button. Attributes labelled with that label will be reflected in the Channel Engagement chart.

Channel-Engagement-.png

Customer Definition

An administrator or user with access to the Administration tab/ Customer Definition tab can manage Customer Definition attributes (and set mandator attributes for customers to be present). Customers without mandatory attributes present will not be available in your customers' database.

Customer-Definition.png

Customers tab additional attribute

An administrator or user with access to the Administration tab/ Settings tab can an additional attribute for customers search results.

Choose the attribute of your choice and click on the Save button:

customers---tab.png

Attributes will be displayed in the additional column in the Customers tab:

additional-label.png

 
Database connection and Meiro API connection

An administrator or user with access to the Administration tab/ Settings tab can set Database connection and Meiro API connections. 

Insert values for Database connection and Meiro API connection and click on the Save button. If you are not sure about what are the correct values please contact Meiro team.

database-API.png

 

 
Diagnostic Dashboard settings

Charts Number of Unique Customers Identified Across x Sources and Number of Customers Identified Per Source.

An administrator or user with access to the Administration tab/ Settings tab can set up which data sources appear in the Number of Unique Customers Identified Across x Sources and Number of Customers Identified Per Source charts. 

 

 

DD-setting.png

Define which sources will be visible in the Diagnostic Dashboard in the Administration tab/ Sources & Destinations tab:

Setting-DD.png
Export segment settings

An administrator or user with access to the Administration tab/ Sources & Destinations can:

-choose which attributes are mandatory and exported to the CSV destination within segments,

-set up parameters for other destinations (here help of Meiro team may be needed. If in doubt, please contact Meiro team). 

Set up your export destinations in the Administration tab/ Sources & Destination tab:

Destinations-settings.png

Insights tab setting

An administrator or user with access to the Administration tab/ Insights tab can set up insights tiles.

Insights tiles can be defined  in the Administration tab/ Insights tab:

Insights.png

Insights will be visible under the Data tab/ Insights tab for the whole customers' database and for each segment. Insights will be visible only users that have been granted access to see them. 

Insights.png

After creating an insight, please click on the Save button or Save and Create New One:

Insight-Save.png

 

Maintenance email

An administrator or user with access to the Administration tab/ Settings tab can set up/ edit existing maintenance email where all notifications will be sent in case of errors. 

Maintenance email can be set in the Administration tab/ Settings tab. After inserting email, please click on the Save button:

maintenance.png

PII protection

An administrator or user with access to the Administration tab/ Settings tab can enable/ disable PII protection. When enabled, all attributes marked with a selected label will be anonymised for users with no granted access to PII data. After choosing settings for PII protection, please click on the Save button.

PII.png

 

Tags

An administrator or user with access to the Administration tab/ Tags tab can add and edit current tags that will be available for tagging segments.  

Chose and edit tags in the Administration tab/ Tags tab:

tags.png

Tags will be visible for segments in the Segments tab:

tags-segments.png