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Tab: Setup

TheLearn Setupfrom tabthis isarticle intended for users that set up Meiro CDP (likely analysts or administrators).about:

Remember:Sources tab

Events tab

Identity Stitching tab

Attributes tab

Labels tab

Smart Segments tab

Insights tab

Destinations tab

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

Setuptabcontains:

  • Events tab
  • Identity Stitching tab
  • Attributes tab
  • Labels tab
  • Smart Segments tab
  • Insights tab
  • Destinations tab

    • Sources tab

    Setup-attribute-select.png

    smart-segments.png

      Data-insights.pngSegment-Detail-Insight.png

      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 tab and are visible for each customer in the Customer Detail/ Timeline.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.
      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.

      tab.
      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 SegmentSegment Detail or Smart Segments tab/ Insights tab (for each segment). 
      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

       

       

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

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