Setting up Heap - Heap Help Center

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 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

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

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…

Step 4: Establish Categories & 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 create 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!…

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. Charts…