Setting up Heap

• Step 0: Frame Your Business Questions

  Now that you've installed Heap, we'll automatically begin capturing every user interaction on your site or app in nea...

• 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

  You can integrate Heap with a variety of tools to enrich your dataset and answer more complex questions. Pick and cho...

• Step 3: Plan Your Data Governance Strategy

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

• Step 4: Establish Categories & Naming Conventions

  Establishing a categorization scheme and naming convention is essential for keeping your Heap dataset manageable. I...

• Step 5: Create & Manage Definitions

  With your data governance and organizational strategy decided, you’re ready to create events, properties, and segment...

• 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 allow ...

• 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! Share Your Strate...

• Step 8: Create Your First Chart

  Now that you’ve got your Heap account set up with data streaming in, you’re ready to start conducting analysis. Chart...