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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.