Heap Integration
Heap is a digital insights platform that gives you a complete understanding of your customers’ digital journeys, so you can quickly improve conversion, retention, and customer delight. You can integrate your CustomFit account with Heap to have your CustomFit experiences and behaviours pushed as custom events in Heap.
Prerequisites
A Heap account that is currently active
Your webpage should have both the CustomFit code snippet and the Heap analytics code.
Integrating CustomFit with Heap
Log in to your CustomFit dashboard.
From the dashboard sidebar, click on Settings > 3rd Party Integrations.
On the integrations page, you can see the Heap section.
Click on the status field to enable Heap integration.
Validating integration
Once the integration is configured, you can validate that your experience behavior data is being transmitted to Heap.
Log in to your Heap account.
Click on the Data option from the sidebar.
Next, click on the Live data feed option.
If you see the CustomFit Experience Viewed events then your Heap account is successfully receiving events from CustomFit.
Reports in Heap
To filter the reports, perform the below steps:
Log in to your Heap account.
Click on the Data option from the sidebar.
Next, click on the Labeled events option.
Create a new label by clicking on the Label event or property button and then choosing the Event option from the dropdown.
Select the category as Custom Events.
Next, give the name as CustomFit Experience. Then, select the source as Custom. Finally choose the CustomFit Experience Viewed event and click on the Label event button. This will label all the CustomFit experiences irrespective of the experience behaviors.
If you want to label events specific to a particular experience behavior then click on the Add filter option.
Next, from the property dropdown choose the expereince_behavior option.
Next, select the operator type as equals and select the required experience behavior value from the dropdown. Finally click on the Label Event button to create a label.
Once the label has been created you can see the summary of the labelled events.
If you want to create a Heap Segements then click on the Segments option.
Next, click on the Define segment button.
Select the Category as Custom Events.
Give the segment name as CustomFit Experience Behavior. Alternatively, you can specify any name that would identify the segment—for instance, the name of an experienced behaviour. Then click on the Add filter option.
Under the Edit segment criteria click on the property option and choose users who have done from the dropdown.
Then, from the event dropdown select the required event. For example, CustomFit Experience behavior.
Then, specify the time range and click on the Label segment button.
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