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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 the 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 the 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

Labels tab

In this tab is possible to manage labels that will be used to label attributes. Labels help to manage attributes across the product.

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

    The 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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