Onboarding

We support your analytics journey by onboarding you and your team onto Heap. Our dedicated implementation consultants partner with you to define data governance, perform end-user training and build dashboards to track and measure business outcomes.

If you have any questions or are interested, contact us at ps-leads@heapanalytics.com

Silver OnboardingGold OnboardingCustom Onboarding

Analytics Experience

Silver Onboarding

Recommended for customers who have some analytics experience and a dedicated internal resource who takes the lead in setting up Heap with our coaching.

Gold Onboarding

Recommended for customers who have dedicated resources but with little to zero analytics experience.

Custom Onboarding

Premium experience recommended for customers who don't have dedicated resources or have multiple projects with complex integration needs.

Implementation

Implementation Guidance for Web/Mobile

Silver Onboarding

1 Site - Web* only

Gold Onboarding

3 Sites - Web*/Mobile**

Custom Onboarding

Customized per client

Standard Integrations*** Support

Silver Onboarding

3

Gold Onboarding

6

Custom Onboarding

Customized per client

Heap Connect Setup Support

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

Session Replay Support

(Includes PII configuration, Data Governance and Reporting)

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

Data Governance Consultation

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

Security & Privacy Consultation

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

Dashboard Buildout

Silver Onboarding

1

Gold Onboarding

3

Custom Onboarding

Customized per client

Training

Administrator Training

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

End User Training

Silver Onboarding
This feature is included
Gold Onboarding
This feature is included
Custom Onboarding

Customized per client

Live Coaching Workshop

Silver Onboarding

1

Gold Onboarding

2

Custom Onboarding

Customized per client

Hypercare Support

Heap Implementation Resource support (Post Onboarding)

Silver Onboarding

2 Weeks

Gold Onboarding

4 Weeks

Custom Onboarding

Customized per client

*Web installation includes support for Autocapture snippet installation methods (direct install, Google Tag Manager, Shopify, and Segment).

**Mobile installation includes support for Autocapture installation on iOS, Android, and React Native.

***Standard Integrations include out-of-the-box integrations for data-in and data-out including SFDC, Marketo, Intercom and more than 30 other apps