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Heap Integration

Integrate BuildBetter with Heap to automatically capture every user interaction in your workspace without manual instrumentation. Gain insights into user behavior patterns and optimize your workflows.

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Features

  • Auto-Capture: Track all user interactions automatically without tagging
  • User Identification: Map BuildBetter users to Heap identities
  • Custom Events: Define specific BuildBetter actions to track as events
  • Retroactive Analysis: Analyze historical data even for newly defined events
  • Funnel Analysis: Track workflow completion rates and drop-offs

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Setup Instructions

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Prerequisites

  • An active BuildBetter account
  • A Heap account with project ID
  • Admin access to both platforms

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Connecting Heap

  1. Go to Settings → Integrations in your BuildBetter dashboard
  2. Select Heap from the analytics integrations
  3. Enter your Heap Environment ID (found in your Heap project settings)
  4. Choose data collection options:
    • Auto-capture all events (recommended)
    • Custom event selection
    • User identification details
  5. Click Connect to activate the integration

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Setting Up Event Definitions

After connecting:

  1. Log in to your Heap dashboard
  2. Go to Define Events
  3. Use Heap’s Event Visualizer to select specific BuildBetter interactions
  4. Name and categorize your events
  5. Save your event definitions

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Usage

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Auto-Captured Events

Heap automatically tracks these BuildBetter interactions:

  • Page views
  • Button clicks
  • Form submissions
  • Input field interactions
  • Navigation actions
  • Modal interactions
  • Video player controls

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Custom Event Tracking

For more specific BuildBetter events:

  1. Go to Settings → Integrations → Heap → Custom Events
  2. Define business-specific events like:
    • Call completed
    • Document generated
    • AI summary viewed
    • Project created
    • Folder organized
    • Chat thread started
  3. Save your custom event configuration

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User Identification

BuildBetter sends these user identifiers to Heap:

  • User ID (as Heap identity)
  • Email
  • Name
  • Organization
  • Role
  • Signup date
  • Subscription tier

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Creating Reports

Once your data is flowing to Heap:

  1. Use Analyze in Heap to create reports
  2. Build funnels to track workflow completion rates
  3. Create user segments based on behavior
  4. Set up dashboards for key BuildBetter metrics

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Troubleshooting

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Connection Issues

  • Verify your Heap Environment ID is correct
  • Check for browser extensions or content blockers interfering
  • Ensure proper domain settings in Heap

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Missing Data

  • Verify the integration is active
  • Check user identification settings
  • Review any custom event definitions for errors

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Multiple User Identities

  • Check for inconsistent identification across sessions
  • Review user merging settings in Heap
  • Ensure consistent user ID generation in BuildBetter

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Data Management

  • Set appropriate data retention policies in Heap
  • Review privacy implications of auto-capture
  • Consider enabling PII protection features for sensitive data