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 managed by an account administrator.
User roles and accounts |
User roles and accounts can be managed in the Administration tab/ Users and Roles tabs. |
Attributes, events, data sources |
Attributes, events, and sources can be edited and managed in the Setup tab. Usually, analysts or people that implement Meiro Business Explorer have access to this tab and are able to edit them in real time. Learn more: To learn more about Setup tab, please refer to these articles. |
Customer Detail: Channel Engagement settings and Customer identifiers |
Customer Detail: Channel Engagement It is possible to set within Meiro which attributes appear in the Channel Engagement. Customer Detail: Customer Highlights You can assign the attributes that will appear in the Customer Highlights section of the customer profile and will be searchable by default within the Customer tab. |
Customers tab: additional column with an attribute |
An administrator or user with access to the Administration tab/ Settings tab can add an additional column with attributes displayed in the Customers tab. |
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 Setup tab/ Sources |
Destination and segment export settings |
An administrator or user with access to the Setup tab/ Destinations can manage settings for export destinations. |
Insights tabs |
An administrator or user with access to the Setup tab/ Insights tab can set up the insights dashboard. |
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. Remember: Remember to whitelist emails from support@meiro.io. To learn how to do it please refer to the documentation of your email provider. |
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 anonymized for users with no granted access to PII data. |