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
Setup Instructions
Prerequisites
- An active BuildBetter account
- A Heap account with project ID
- Admin access to both platforms
Connecting Heap
- Go to Settings → Integrations in your BuildBetter dashboard
- Select Heap from the analytics integrations
- Enter your Heap Environment ID (found in your Heap project settings)
- Choose data collection options:
- Auto-capture all events (recommended)
- Custom event selection
- User identification details
- Click Connect to activate the integration
Setting Up Event Definitions
After connecting:- Log in to your Heap dashboard
- Go to Define Events
- Use Heap’s Event Visualizer to select specific BuildBetter interactions
- Name and categorize your events
- Save your event definitions
Usage
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
Custom Event Tracking
For more specific BuildBetter events:- Go to Settings → Integrations → Heap → Custom Events
- Define business-specific events like:
- Call completed
- Document generated
- AI summary viewed
- Project created
- Folder organized
- Chat thread started
- Save your custom event configuration
User Identification
BuildBetter sends these user identifiers to Heap:- User ID (as Heap identity)
- Name
- Organization
- Role
- Signup date
- Subscription tier
Creating Reports
Once your data is flowing to Heap:- Use Analyze in Heap to create reports
- Build funnels to track workflow completion rates
- Create user segments based on behavior
- Set up dashboards for key BuildBetter metrics
Troubleshooting
Connection Issues
- Verify your Heap Environment ID is correct
- Check for browser extensions or content blockers interfering
- Ensure proper domain settings in Heap
Missing Data
- Verify the integration is active
- Check user identification settings
- Review any custom event definitions for errors
Multiple User Identities
- Check for inconsistent identification across sessions
- Review user merging settings in Heap
- Ensure consistent user ID generation in BuildBetter
Data Management
- Set appropriate data retention policies in Heap
- Review privacy implications of auto-capture
- Consider enabling PII protection features for sensitive data