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Tab: Setup

The Setup tab is intended for users that set up Meiro CDP (likely analysts or administrators).

Remember: The Setup tab is visible only to users with permission granted to see this tab. To get the right permission, please contact the administrator.

Learn more: To learn how to set up Meiro Business Explorer, please refer to this article. 

The Setup tab contains:

Sources tab

Sources tab displays all connected sources. It is possible to add here new sources, as well as edit existing ones. 

A list of all sources is visible for users in the Data tab/ Sources&Destinations tab.

Events tab

Within the Events tab, it is possible to set attributes that will be used through Meiro Business Explorer. Events will be listed in the Data tab/ Events tab and are visible for each customer in the Customer Detail/ Timeline.

Setup-event.png

Identity Stitching tab

In this tab is possible to set rules for identity stitching of customer profiles. 

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

Setup-profile-stitching-(1).png

Attributes tab

Within Attributes tab is possible to set attributes that will be used through Meiro Business Explorer. Attributes will be listed in the Data tab/ Attributes tab, as well as visible through the Meiro Business Explorer.

Setup-attribute-select.png

Smart Segments tab

In this tab is possible to set Smart Segments that will be displayed in the Segments tab/ Smart Segments tab.

 

smart-segments.png

Insights tab

In this tab, it is possible to set insights that will be visible in the Data tab/ Insights tab (for your whole customers' database) or in the Segment Detail or Smart Segments tab/ Insights tab (for each segment). 

    Data-insights.pngSegment-Detail-Insight.png

    Destinations tab

    Destinations tab displays all connected export destinations. It is possible to edit or delete an existing destination. A list of all sources is visible for users in the Data tab/ Sources&Destinations tab, as well as in each segment export section.

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

    Setup-destinations.png

     

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