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Course Intro 2 min
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Heap Heads Up!
- Getting Organized
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Determining Approach & Structure 5 min
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Setting Up Permissions and Spaces 5 min
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Defining Categories and Naming Conventions 6 min
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Quiz | Getting Organized 2 min
- Ensuring Accurate & Verified Data
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Creating Core Events 3 min
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QA'ing and Verifying Events 4 min
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QA'ing Properties and Custom Events 4 min
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Using Version Control and Notes 3 min
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Quiz | Ensuring Accurate & Verified Data 2 min
- Socializing & Maintenance of Heap
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Best Practices When Rolling Out Heap 3 min
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Ongoing Maintenance 4 min
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Quiz | Socializing & Maintenance 1 min
- Course Wrap Up
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Course Feedback 2 min
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Course Wrap Up
Organizing and Managing Heap
Ensure your new Heap account is optimized for success! We'll guide you through key implementation decisions, establish your account-wide settings, and show you how to keep Heap clean and organized.
At Heap, we believe 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'll guide you through the key decisions to get started and manage your account-wide settings.
This course is accompanied by the Heap Admin worksheet. Take a minute to download this worksheet and save it to your desktop. After each video, answer the related questions in your worksheet or just track your progress. By the end of this course, you'll have created a pretty solid Heap data governance strategy! Neat, huh?
You should take this course if you:
- Are a Heap Admin
- Are currently setting up your Heap account OR you want to create a governance plan for your account
- Will have at least 5 people using Heap
Once you finish this course, you'll be able 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
Course Duration: 40 minutes
For more detailed knowledge on the topics in this course, be sure to check out our Help Center.