Plans supporting the integration of third party tools in knowledge base site
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Heap is a product analytics tool for analyzing user behavioral data and is convenient for a product and marketing team. It helps with extracting user data and reports in a product that helps to tweak the product.
Some key features of the Heap include
Event feed: Client-side events will appear in your app's Event Feed as they happen.
Analysis: With tools like Graph analysis, Funnel analysis, Users analysis, Retention analysis, Influential analysis, Path analysis, and more, your customer communications will become significantly more effective.
Integrating Document360 and Heap
Navigate to Settings () in the left navigation bar in the Knowledge base portal.
In the left navigation pane, navigate to Knowledge base site > Integrations.
Select Heap from the list of integrations and click Add.
The Add new integration panel will appear.
You can either configure with Basic configuration or Custom configuration.
Basic configuration: Configure a standard integration of Heap with your Knowledge base.
You need to provide the following details:
a. Description: Enter the desired description.
b. Heap App ID: Type your Heap App ID.
NOTE
The Heap ID is a unique code snippet obtained from the Heap application. This ID is necessary for integrating Heap and Document360 in the Knowledge Base portal.
Custom configuration: Configure an advanced integration of Heap with your Knowledge base by adding custom events in snippet code.
To configure with Custom configuration:
a. Type a Description.
b. Type the desired snippet code.
If required, you can use the Code inclusion/exclusion conditions feature to insert the code based on certain conditions such as the IP address, Workspace, and Language.
Once done, click Add.
Obtaining Heap App ID
For an existing customer in Heap
you can follow the below steps to get the Heap App ID:
Navigate to the Heap App dashboard.
In the left navigation panel, scroll down and click on Account > Install.
The Install Heap on your Development environment panel appears.
Select the platform as Web.
Scroll down to the Web Installation, copy the Heap ID from the snippet code provided.
For a new customer in Heap
You will be getting the Heap App ID during the Heap account installation process.
After completing the Heap integration setup in your Document360 knowledge base portal, open your Heap account interface to view and reply to the chats from your users.
Now you can track and view all your Knowledge base site analytics and user behaviour from Heap dashboard.
NOTE
Heap integration helps you with Heap’s advanced analytics report, you can analyse user behavioural data and tweak your product features.