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Course Intro 4 min
- Foundational Framework and Reports
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Getting Started With Framework Features 2 min
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What Users Are Active? 4 min
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Who Are My Users? 2 min
- Depth of Usage Reports
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What Features Are Being Used? 3 min
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Who Isn't Following Through? 3 min
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What Are Users Doing Before My Key Event? 2 min
- Retention and Improved Adoption Reports
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Which Users Are More Likely To Take Action? 3 min
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Are Users Remaining Active? 3 min
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Why Are Users Remaining Active? 5 min
- Course Wrap Up
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Course Feedback
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Course Wrap Up 1 min
Heap Use Cases | Monitoring Customer Health
Zero in on how you can monitor your own accounts in Heap - ensuring both delight and usage of your tool
At Heap, we believe that every team member can benefit from our analytics tool to make impactful, data informed decisions. Understanding how adaptive, necessary and hectic the Customer Success (CS) life is, this course was designed with the CS team in mind. We will guide you through how to build your own reports to monitor your account’s adoption, usage and retention, all in under 30 minutes.
You should take this course if you:
- Are Customer Success Manager or Account Manager
- Want to use data to monitor account health and inform your account strategy
Once you finish this course, you'll know how to build your own analysis modules to:
- Monitor adoption at a user and account level
- Monitor continued usage at a user and account level
- Understand the patterns of successful users and accounts
- Identify potential churn risks
- Arrive to conversations equipped with facts about an account's usage
Duration: 30 min