Setting up Heap

Post-Install Guide: Overview

Now that you’ve installed Heap, we’ll automatically begin capturing every user interaction on your site or app in near real-time. This…

Step 1: Enrich Your Dataset Via APIs

For many customers, the base Heap implementation is enough to quickly get up and running with a comprehensive set of…

Step 2: Integrate With Your Warehouse & 3rd Party Tools

Integrations Post-install, you can set up integrations with Heap to enrich your dataset, which allows you to answer more complex…

Step 3: Plan Your Data Governance Strategy

Overview By now, you will have enriched your Heap account with additional data. The next step is to plan your…

Step 4: Establish Naming Conventions

Establishing a categorization scheme and naming convention is essential for keeping your Heap dataset manageable. It also helps you create…

Step 5: Create & Manage Definitions

With your data governance and organizational strategy decided, you’re ready to define events, properties, and segments for your team in…

Step 6: Learn Our Data Governance Tools

As your product and team grows and changes over time, so too will your Heap dataset. Our data governance tools…

Step 7: Complete Rollout

Now that your data is set up, it’s time to bring your team into Heap and get started with analysis!…

Additional Resource: Getting Started Videos

Overview We’ve put together a series of getting started videos that will get you up to speed with Heap’s features.…

Additional Resource: HTML & CSS Best Practices

Overview This guide assumes the reader already has a basic understanding of HTML and CSS. If you are not already…

Additional Resource: Best Practices for Code Changes

Overview Heap allows you to quickly surface and act on product insights, which empowers you to continually iterate on your…

Additional Resource: Ongoing Maintenance

Overview As your dataset grows along with your product, there may come a time when you need to conduct an…

Additional Resource: Icon Glossary

Review our icon glossary for a better understanding of what these icons represent and where they can be found in…