Organizing and Managing Heap

Organizing and Managing Heap

During this training course we will enable you to make the key decisions to get started and manage your account-wide settings.

About this course

At Heap, we believe that optimizing your initial setup is essential to successful adoption. We’ve created this short course to help you get your new Heap account off the ground quickly while staying clean and organized.

 

During this course, we will enable you to make the key decisions to get started and manage your account-wide settings.

 

After completing this course you will know how to:

  • Organize your team members and the data in your account
  • QA events and properties
  • Have the proper tools in place to roll out Heap to your team
  • Keep your account clean once team members are up and running

Curriculum47 min

  • About this Course 4 min
  • Intro 1 min
  • Get Organized
  • Determine Your Approach 5 min
  • Set Up Permissions and Spaces 4 min
  • Define Categories and a Naming Convention 6 min
  • Get Organized Quiz 2 min
  • Accurate & Verified Data
  • Creating Core Events 2 min
  • QA and Verify Events 4 min
  • QA Properties and Custom Events 4 min
  • Version Control and Notes 2 min
  • Accurate & Verified Quiz 2 min
  • Socialize & Maintenance
  • Best Practices When Rolling Out Heap 2 min
  • Ongoing Maintenance 4 min
  • Socialize & Maintenance Quiz 1 min
  • Course Wrap-Up
  • Course Feedback 2 min
  • Course Wrap Up

About this course

At Heap, we believe that optimizing your initial setup is essential to successful adoption. We’ve created this short course to help you get your new Heap account off the ground quickly while staying clean and organized.

 

During this course, we will enable you to make the key decisions to get started and manage your account-wide settings.

 

After completing this course you will know how to:

  • Organize your team members and the data in your account
  • QA events and properties
  • Have the proper tools in place to roll out Heap to your team
  • Keep your account clean once team members are up and running

Curriculum47 min

  • About this Course 4 min
  • Intro 1 min
  • Get Organized
  • Determine Your Approach 5 min
  • Set Up Permissions and Spaces 4 min
  • Define Categories and a Naming Convention 6 min
  • Get Organized Quiz 2 min
  • Accurate & Verified Data
  • Creating Core Events 2 min
  • QA and Verify Events 4 min
  • QA Properties and Custom Events 4 min
  • Version Control and Notes 2 min
  • Accurate & Verified Quiz 2 min
  • Socialize & Maintenance
  • Best Practices When Rolling Out Heap 2 min
  • Ongoing Maintenance 4 min
  • Socialize & Maintenance Quiz 1 min
  • Course Wrap-Up
  • Course Feedback 2 min
  • Course Wrap Up