- Prework
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Start here
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eLearning: How does your data get into Heap?
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eLearning: How does Heap structure your data?
- Part 01: Overview & Technical Foundations
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Welcome to Guided Onboarding
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Understanding How the Application is Structured
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Installing Heap by Contentsquare
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Discovering Data Enrichment Options
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Identifying Users and Their Properties
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Using Integrations with Heap by Contentsquare
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Exploring Privacy and Security Options
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Resource: Cheat Sheet: Hello Heap
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Resource: Cheat Sheet: Exploring your data
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Task: Get your team's Guided Onboarding Project Plan
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Task: Project Plan check-in
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Prepare for Session 02 - Data Governance
- Part 02: Data Governance
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Understanding Data Governance
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Choosing a Data Governance Approach
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Establishing a Naming Convention and Categories
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QA Testing Labeled Events
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Performing Ongoing Maintenance
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Task: Get your Data Governance Worksheet
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Task: Get your Heap User Guide
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Task: Prepare for Session 03 - Data Validation
- Part 03: Data Validation
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Understanding Data Validation
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Validating Events and Event Properties
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Validating Snapshot Properties
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Validating User Identities and Properties
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Enforcing Data Governance
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Resource: Business Question to Chart Cheat Sheet
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Resource: Sandbox Access Request
- Supplemental Tasks
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Heap GO Feedback
Heap GO | Guided Onboarding that brings your Heap up to speed
Heap GO is a hands-on, active learning experience that combines on-demand recordings, a practice environment, custom tools, and a community of support, providing you with all of the knowledge, skills, and tools you need to confidently install, organize, and launch your Heap digital insights platform.
All Heap customers need access to high-quality education and support during the implementation process, that's why we developed the Heap Guided Onboarding Series or Heap GO.
Heap GO is a hands-on, active learning experience that combines on-demand recordings, a practice environment, custom tools, and a community of support, providing you with all of the knowledge, skills, and tools you need to confidently install, organize, and launch your Heap digital insights platform.
The three recorded sessions include:
- Kickoff & Technical Foundations - Heap's technical foundations for setup, privacy and security options, the ins and outs of autocaptured data, and how to enrich it with our APIs
- Data Governance - Tools and best practices for keeping your data manageable and user friendly
- Data Validation - Techniques to validate data coming into Heap to ensure collection and precision for immediate, actionable insights