The base Heap implementation is enough to get you up and running quickly. We also recommend bringing in data unique to your business that will make it easy to answer critical business questions in the future. More information on how to bring in unique data is provided in the Data Sources section of this guide.
Getting the most out of Heap for Financial Services
Connecting server-side data allows you to pull in important information about your customers and track events that happen when users are not actively on your site. Here are just a couple of the ways you can enrich your data in Heap:
- Track when and how much users pay, including automatic payments.
- Connect external data sources, like your email marketing tool, to measure conversion from
your marketing efforts.
To get a holistic picture of your users product usage across platforms, you can use the Identify API call to reliably join user profiles regardless of whether someone is logging in on the web, mobile, or in multiple browsers.
By plugging in data connections, you can add valuable properties from external sources to aid in your analysis (addEventProperties API, addUserProperties API), create custom events (track API), know who your users are across channels (identify API) to create reliable segments, and analyze your data with other key information about your business (sources).
Here is how you can use API calls and connected sources to augment your data in Heap: