Heap Analytics integration (Pull)

Heap is a Product Analytics company that provides analytics infrastructure and helps their clients to focus on discovering insights and taking action, not writing tracking code.

The Heap Analytics integration allows you to import your Heap segments in Flagship so you can target them with Flagship use cases.

⭐ Good to know: Heap Analytics Segments

A segment in Heap is any subset of users based on a particular criterion defined by you.
For further information on how to use segments please refer to the Heap Analytics documentation.

 

Once the integration is active on Flagship you need to export the segment from Heap.

This article will walk you through the different steps to setup the integration on Mixpanel side and to export your cohorts.

Enable the integration on Flagship

To enable the integration on Flagship, follow the steps below:

1. Access Settings > Integrations > Pull
2. In the dropdown, select Heap Analytics.
3. Click the link in the description Click Here (in the red square in the screenshot above).
4. You will be redirected to the Heap Analytics interface in which you will be able to allow the Flagship integration to access your Heap environment (this is necessary to enable integration between the two tools). Click Allow.
5. After clicking Allow you will be redirected to Flagship's integration setting page. The integration is set up and you will see it in the validated list. The TokenID field is automatically filled.

The Heap Analytics integration is set up. You now need to export the Heap segment to Flagship. This is done on the Heap Analytics interface, and it is explained in the next part of this article.

Export the the Segments From Heap Analytics to Flagship

To be able to target your Heap segments with Flagship usecases, you now need to export the desired segments to Flagship.

To export the segments to Flagship, follow the steps below: 

1. Access Definitions > Segments to see the list of defined segments.
2. Select the segment you want to export to Flagship.
3. In the segment panel, under Integrations, turn on the Flagship switch.
4. In the export config, choose FlagshipVisitorId as the Heap User ID.

   🚩 Heads up: FlagshipVisitorId

   In order to make the integration work you must be collecting the Flagship visitor ID into Heap. 

   The Flagship visitor ID is the Visitor ID already used in Flagship (details here) and is used as the matching key for user recognition. 

   In Heap Analytics the Flagship visitor ID can have another name depending on how you collect it. You can declare the Flagship visitor ID as a user property in your Heap tracking code:

   heap.addUserProperties({ FlagshipVisitorId: 'xxxx'});

   More information on how to send user properties here.

5. Click Confirm.
6. You will be able to choose Enable Recurring Sync. We recommend using this option to keep your segment updated in AB Tasty. Confirm by clicking Enable Recurring Sync or Sync now.

⭐ Good to know: Technical specifications

• For the segments to be used in Flagship (once exported from Heap), we need to match at least one user i.e. Empty segments will not be displayed in the segment builder.

For global information on how to retrieve audiences, please refer to this page.

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