You can use categories to organize your events, segments, properties, and reports, which makes it easier for your team to find what they need in Heap.
You can only create new categories while creating or editing a report, event, or segment. Check the steps below for complete steps on how to create a category while creating or updating a report, event, or segment.
When creating a new report, on the Save as Report pop-up, simply type the name of the new Category into the ‘Select category’ box.
To learn more about creating and managing reports, see our article on Reports.
From the Event Visualizer
When creating a new event in the Event Visualizer, you can add a new event category by simply typing the new category name in the categories field while creating the event.
From the Events tab
You can also create a new event category while creating an event on the events tab. Simply type the new category into the categories field while creating the event.
Once the event is saved, the new category will be available in your Heap dashboard.
For more information on and best practices for defining events, see Events.
To create a new segment category from the Segments page, simply type the new category into the categories field while creating the segment.
To learn more about managing segments, see Segments.
Updating Categories / Moving Things Between Categories
To change the category of an existing report, event, or segment, navigate to the page it’s listed on, click on it to open up the details, then click on it’s current category name as listed at the top of the page. A drop-down will appear where you can select a different category.
Move Multiple Things Between Categories At Once
You can also move multiple reports, events, or segments into a category at once. From the Reports page, the Define > Events page, or the Define > Segments page, open the category of the report, event, or segment, click the checkbox next to the item, then click the move category icon next to “x (reports / events / segments) selected”.
The only way to remove a category in Heap is to remove all of the reports, events, or segments within that category. Read the section below for steps to do this.
Removing Reports, Events, or Segments from a Category
To remove a report, event, or segment from a category, navigate to the page it’s listed on, click on it to open up the details, click on its current category name as listed at the top of the page, then update the category to ‘uncategorized’.
The report, event, or segment will return to being uncategorized, and will appear in the ‘Uncategorized’ category on that page.
Best Practices & Naming Conventions
The category name should be based off your site’s architecture. Depending on the size of your application, a category should be either a product, feature or page, and the event name should be the action.
Category: Cart | Event: Submit Purchase Form
Category: Dashboard – Account Settings | Event: Click Edit Profile
Within Heap, you can segment users by their properties, such as geographic location, as well as by their behavioral activity, such as the number of orders. A segment’s category name should be based on the type of properties or actions used to define each cohort of users. Additionally, you may choose to group segments that correspond with key metrics (e.g. DAUs) or specific business units.
Category: Attribution | Segment: Social Traffic
Category: Attribution | Segment: Direct Traffic
Category: Attribution | Segment: Organic Search Traffic
Category: KPI | Segment: MAU
Category: KPI | Segment: DAU
Activity (Should be in reference to the module)
Category: Blog | Segment: Blog readers
Category: Checkout | Segment: Frequent Purchasers
Category: Checkout | Segment: Added to cart → did not complete order
Category: Sales | Segment: Bill’s Open Opportunities
Category: Customer Success | Segment: Carly’s Active Accounts
Whenever you’re performing analysis in Heap, you’re asking specific questions about your business, such as: What is my conversion rate? How many people are using this feature?
We recommend that all of your reports adhere to a naming convention based around these business questions to help inform teammates the question you’re trying to answer in Heap.
The report’s category should reflect the subject of the report, which can be based on the type of the analysis you’re performing (
Attribution), the portion of the application you’re analyzing (
Sign Up) or the team that the report is associated with (
Category: Attribution | Question: What are the top 10 referrers?
Category: Sign Up | Question: Where do users drop off in the sign up flow?
Category: Customer Success | Question: When should we re-engage with customers?
You cannot batch categorize in Heap – please reach out to email@example.com if you have a large amount of definitions that you need migrated into categories and we’ll help you out!