Heap has several powerful analysis tools for you to turn your questions into queries to get actionable insights. This guide covers each of the tools listed in the Analysis Launcher along with links to relevant articles where you can dig in further.
The Analysis Launcher was redesigned in December 2020. For a visual overview of this update, watch our video:
First things first: you can open the Analysis Launcher by clicking Analyze in the main navigation.
The top-level of the Launcher will list an array of shortcuts you can choose from. Note the letters on the right side of each shortcut, which correspond to hotkeys you can press to open that shortcut via your keyboard.
If you’re familiar with our older analyze interface, you can bring up the old set of shortcuts by clicking Browse All towards the bottom.
Review each section below for details on what is available in each shortcut of this Launcher.
Events in Heap are actions taken by users, such as pageviews, clicks, form submissions, and other types of changes. Selecting Events on the Analyze page leads to shortcuts to explore the following types of questions:
- Event count: How many times was this event done?
- Unique user count: How many users have done this event?
- Session count: How many sessions did this event occur in?
- Conversion rate between events: What is the conversion rate between two events?
- Average time between events: What’s the average time between two events?
Click on any of the shortcuts listed on this page to be taken to one of our analysis modules. From here, you can use our analysis modifiers, such as a filter or group by, to make your question more specific, such as filtering by Country to answer the question “How many times was this event done by users from a certain country?”
You can also click directly on the filters suggested below some of the shortcuts, such as …per user in the image above, to set up a graph to count an event per user.
Clicking on Users presents you with shortcuts to explore your user base, including:
In a segment: You can use segments to group together users based on common properties, such as customers belonging to a specific Account Manager, or differentiating power users based on user activity. Graphing users in segments allows you to compare these groups, such as whether newer users are outperforming returning users.
With a property: Properties in Heap are bits of metadata related to events, such as the total cost of items in your cart before you click checkout. You can graph users by all kinds of properties, including city/country, platform, device type, and more.
Active users: By default, this shows you users who have done a certain event within the past 30 days. You can add filters and group bys and update the date field to customize this query to fit your needs. For a complete overview of each of these segments and how to use them, see Active Usage Analysis.
Compare engagement cohorts: Engagement cohorts are pre-defined segments of users based on activity, including new, repeat, and re-engaged. Click any of the suggested shortcuts in this section to analyze user engagement by cohort.
List of users and sessions: This shortcut takes you to the Users view, where you can see a chronological list of events completed by a specific user during a certain time frame. This is helpful for debugging customer questions and getting more insights about the customer journey. For complete steps to use this analysis module, see Users.
Accounts in Heap represent collections of users who work at the same organization. To get started with account analysis, you’ll need to set up our Salesforce integration or work with your developer to configure the Add Account Properties API. For complete steps to get up and running with account analysis, see Account Health Analysis.
Once you have account analysis set up, the shortcuts listed on this page allow you to track account engagement by activity, including:
- Active accounts: Graph accounts with at least one user who has done a certain event over the past 30 days. Feel free to tailor this query to suit your own definition of active.
- Inactive accounts: The direct inverse of active, where the account does not have any users who have used your product over the past week.
- Percentage of accounts: Graph the percentage of accounts using a feature over the past 30 days. Feel free to customize this query by filtering or grouping by select properties for more insights into account usage.
Selecting Property Calculation will bring up shortcuts to make calculations based on select properties. Here are examples of how you might use these shortcuts in analysis:
- Sum: Graph the total sum of purchases
- Average: Graph the average amount of subscription renewals
- Maximum: Graph the highest amount of clicks to see who your power users are
- Minimum: Graph minimum product usage to figure out your definition of active users
Conversion is an important metric for understanding user behavior and spotting opportunities to improve your product. Several powerful analysis tools are provided under this shortcut, including:
- Funnel analysis: Set up a multi-step funnel to see where users are dropping off between events. For complete steps to use this analysis module, see Funnel.
- Path analysis: See the paths users are taking to and from an event to understand the customer journey. For complete steps to use this analysis module, see Paths.
- Conversion rate over time: Graph the conversion rate over a certain period to spot changes in conversion.
- Influence of touchpoints: See what properties had the highest impact on your conversion goal event. For complete steps to use this analysis module, see Influence.
Our retention tools allow you to dig into user engagement over time. The following shortcuts are available for this type of analysis:
- Retention analysis: Pick your start and return event to map out how often users are returning to complete these events. For complete steps to use this analysis module, see Retention.
- Compare engagement cohorts: Engagement cohorts are pre-defined segments of users based on activity, including new, repeat, and re-engaged. Click any of the suggested shortcuts in this section to analyze user engagement by cohort.
Clicking this shortcut lists all of the traditional analysis modules that were previously listed in the Analyze menu prior to December 2020. For more information about each of these modules, see the following guides:
This page lists all of the queries you’ve run over the past 7 days. The list will be truncated if you have run over 100 queries during this time. Note that queries run by other team members will not be listed here.