01 - Heap GO | Kickoff & Technical Foundations

Embark on your journey into digital insights by familiarizing yourself with Heap concepts and functionality as well as learning how to perform core setup tasks for the Heap digital insights platform.

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About this course

Embark on your journey into digital insights by familiarizing yourself with Heap concepts and functionality as well as learning how to perform core setup tasks for the Heap digital insights platform.

In this session, you'll get an overview of the entire onboarding series and we'll introduce you to your GO Toolbox. Next, we'll explain how Heap works and what the Heap Data Model looks like. After that, you’ll start building your analytics foundation and learning the ins and outs of Heap.

By the end of the session, you’ll be able to:

  • Determine the Heap setup that best suits your business
  • Set up your projects & environments in Heap
  • Install Heap on all required domains
  • Locate privacy/security options in Heap
  • Differentiate between personal and shared spaces in Heap
  • Explain the importance of labeling and organizing raw data to stakeholders
  • Enrich your raw data from Autocapture

Curriculum

  • Before your Session
  • Prework: Start here
  • Prework: Getting to know Heap (Optional)
  • Prework: Understanding Heap's Autocapture
  • Prework: Breaking down the Heap data model
  • Live session & resources
  • Live Session 1: Kickoff & Technical Foundations
  • Resource: Cheat Sheet: Hello Heap
  • Resource: Cheat Sheet: Exploring your data
  • Supplemental Tasks
  • Get your team's Guided Onboarding Project Plan
  • Register for 02 - Heap GO | Data Governance
  • Project Plan check-in

About this course

Embark on your journey into digital insights by familiarizing yourself with Heap concepts and functionality as well as learning how to perform core setup tasks for the Heap digital insights platform.

In this session, you'll get an overview of the entire onboarding series and we'll introduce you to your GO Toolbox. Next, we'll explain how Heap works and what the Heap Data Model looks like. After that, you’ll start building your analytics foundation and learning the ins and outs of Heap.

By the end of the session, you’ll be able to:

  • Determine the Heap setup that best suits your business
  • Set up your projects & environments in Heap
  • Install Heap on all required domains
  • Locate privacy/security options in Heap
  • Differentiate between personal and shared spaces in Heap
  • Explain the importance of labeling and organizing raw data to stakeholders
  • Enrich your raw data from Autocapture

Curriculum

  • Before your Session
  • Prework: Start here
  • Prework: Getting to know Heap (Optional)
  • Prework: Understanding Heap's Autocapture
  • Prework: Breaking down the Heap data model
  • Live session & resources
  • Live Session 1: Kickoff & Technical Foundations
  • Resource: Cheat Sheet: Hello Heap
  • Resource: Cheat Sheet: Exploring your data
  • Supplemental Tasks
  • Get your team's Guided Onboarding Project Plan
  • Register for 02 - Heap GO | Data Governance
  • Project Plan check-in