US English (US)
ES Spanish

Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form below and we will reply as soon as possible.

  • Appcues Certifications & Training
  • Integration Hub
  • Contact Us
English (US)
US English (US)
ES Spanish
  • Docs home
  • Integrations
  • Use Cases

Identify Bottlenecks and Improve Targeting with Heap

Learn how to use Heap and Appcues to identify bottlenecks throughout the customer journey and address those issues with targeted messaging from Appcues.

Updated at June 27th, 2024

Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form with the details about the help content you'd like to see.

  • Home

  • Installation & Developers

    • Web Experiences

      • Mobile Experiences

        • Workflows

          • Analytics & Data

            • Account Management

              • Best Practices

                • Integrations

                  Table of Contents

                  Heap + Appcues What data flows? What metrics does this impact? What does this look like in an applied example? First, we'll define an event. Create a funnel to identify where users are dropping off. Make a segment in Heap, and use it to target users in Appcues! Target your Appcues content!

                  Heap + Appcues

                  Heap is an analytics platform that collects and organizes customer behavioral data to give teams insight into how to improve their products with maximum agility. By connecting Heap and Appcues, you can quickly identify bottlenecks throughout the customer journey and address those issues with targeted messaging from Appcues.

                  This build guide will show you how to use Heap to:

                  • understand Flow performance and measure impact
                  • improve the targeting of your Appcues content
                  • encourage healthy user behavior

                   

                  Note: This build guide assumes that the integration between Appcues and Heap has been setup. If you need support, these guides will help you get the data flowing!

                  Appcues<>Heap (Web)

                  Appcues<>Heap (Mobile)

                   

                  What data flows? What metrics does this impact?

                  • The Appcues<>Heap integration is bi-directional and updates in real time. 
                  • Appcues data ➡ Heap Understand Flow performance, identify important user actions, and measure impact. Events sent include flow events, form events, NPS events, checklist events, pin events, and custom events.
                  • Heap segments ➡ Appcues Target content based on past user behavior. Engage your users with relevant content, when it matters most.

                  What does this look like in an applied example? 

                  We'll use an onboarding journey for a file storage product. The flow kicks off with a welcome modal offering two onboarding paths, one for personal use and one for business users. In this example, the personal use case highlights recent files, favorited files, and how to upload files to the platform. Once the user completes the flow, a checklist displays to provide further support.
                   

                  First, we'll define an event. 

                  Events allow you to specify which product or Appcues events you'd like to see in your analysis. To create a new event, select Definitions in the left-hand menu. Select Events, then ‘New Definition’. To view Appcues events, select Appcues in the Source dropdown.

                  For our example use case, we've created an event that will capture the action we'd like users to take, uploading a file.

                   

                   

                   

                  Create a funnel to identify where users are dropping off.

                   To create a funnel, select the user behavior you're interested in and select View Results.

                   

                  Our results show that 27.2% of users who start the onboarding flow go on to complete it and upload a file, since it's our desired user action. Creating and targeting an Appcues experience for users who haven't uploaded a file will be our focus since it's a key user behavior.

                   

                  For users who haven't completed onboarding, a separate, single tooltip flow encouraging file uploads can serve as a gentle nudge.

                  Make a segment in Heap, and use it to target users in Appcues! 

                  Create a segment by selecting Definitions, Segment, then New Definition. Toggle the segment ‘on’ and it'll send to Appcues.

                   

                  Target your Appcues content! 

                  User segments in Heap will appear as user properties in audience targeting. Select equals, and enter 'true'.

                   

                   

                  Continue to monitor data and experiment with content!

                  bottlenecks heap improve performance friction drop off

                  Was this article helpful?

                  Yes
                  No
                  Give feedback about this article

                  Related Articles

                  • Personalize trialer onboarding with Loom
                  • Continue onboarding for returning trialers with Segment + Drift
                  • Export Flow Analytics Data (CSV)
                  • Personalize user experiences with Hubspot + Zapier
                  Appcues logo

                  Product

                  Why Appcues How it works Integrations Security Pricing What's new

                  Use cases

                  Appcues Integration Hub User Onboarding Software Feature Adoption Software NPS & Surveys Announcements Insights Mobile Adoption

                  Company

                  About
                  Careers

                  Support

                  Developer Docs Contact

                  Resources

                  The Appcues Blog Product Adoption Academy GoodUX Case studies Webinar Series Made with Appcues Appcues University

                  Follow us

                  Facebook icon Twitter icon grey Linkedin icon Instagram icon
                  © 2022 Appcues. All rights reserved.
                  Security Terms of Service Privacy Policy

                  Knowledge Base Software powered by Helpjuice

                  Expand