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Heap Integration
  • 17 Jan 2024
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Heap Integration

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Article Summary

Note:

Integrating Whatfix and Heap requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.


Overview

Using this integration, data from your Heap account can be shared with your Whatfix account, and specific content can be focused on a specific group of users.

Note

To use this integration, you need to have purchased Heap Connect because segment or user group exports are pulled using Redshift.

Redshift connections are only available for Heap Connect users. To learn more, contact your Heap Account Manager.


Use cases

Here are some use cases that are possible using this integration:

  • Show a Pop-up about new product capabilities to all the power users of the application.
  • Show new updates using Beacons to passive users of the application.
  • Generate more revenue by showing upsell Pop-ups based on application usage.
  • Show survey forms in a Pop-up to get feedback from users who used the new feature at least three times.

How it works

heap_integration_how_it_works_updated_17aug1


Authentication

Heap follows Basic Auth for REST APIs, and Whatfix uses the Token-based authorization method.


Integration process

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