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Heap integration

CommandBar’s integration with Heap works in two directions:

  1. CommandBar —> Heap: send CommandBar-generated events to Heap, so you can build dashboards using CommandBar events (and mix them with other events in Heap)
  2. Heap —> CommandBar: use segments built in Heap for Who targeting in CommandBar

Configuring Heap integration

  1. Navigate to Integrations and click “Connect” on the Heap card.

    Heap integration card

  2. To send CommandBar-generated events to Heap, set the toggle to “Send”.

    Heap send events toggle UI

  3. To use the segments built in Heap, click “Sync with Heap”.

    Heap connect segments UI

  4. At this point, you will OAuth into Heap.

    1. Select the Heap environment you want to connect to CommandBar.
    2. Click "Allow".

    Heap OAuth

  5. To finish syncing Heap heap, you’ll need to log in to Heap at https://heapanalytics.com/login.

Syncing Heap heap with CommandBar

  1. Inside Heap, click on "Data" in the left-hand menu, and then select "Segments".

    Heap admin UI to find Segments

  2. Choose a segment, then scroll down to the "Integrations" section in the right-hand detail pane for the segment. Turn on the toggle next to “CommandBar”.

    Heap segment integrations

  3. Select the Heap User ID that should be used to link data to CommandBar. Then click “Confirm”.

    Heap integration user mapping

  4. If the integration modal closes, you will have to click the toggle next to the CommandBar integration again.

  5. From here, we recommend using the "Enable Recurring Sync" option. You can also use “Sync now” if your plan does not have any remaining recurring syncs

    1. Recurring sync: Updates every 4 hours automatically
    2. Sync now: Only syncs once (must sync manually thereafter)

Heap sync options

tip

Because Heap emphasizes granular controls on integrations, you must repeat the above process for any segment that you want to connect to CommandBar.

How to use Heap segments in CommandBar

There are many ways to use Heap segments in CommandBar, and we'll walk through a few!r

Deploy a product tour to a specific segment

If you want to target a product tour to a specific Heap segment:

  • From the Product Tours dashboard, click into a product tour or create a new one.
  • Select the "Targeting" tab.
  • In the Audience dropdown select “Custom”.
  • Click "Add condition", open the first dropdown, and choose "Heap Segment".
  • Then choose the desired Heap segment.

Using a Heap segment in a product tour

Deploy a checklist to a target segment

If you want to deploy a checklist to a specific Heap segment:

  • From the Checklist dashboard, click into a checklist or create a new one.
  • Select the "Targeting" tab.
  • In the Audience dropdown select “Custom”.
  • Click "Add condition", open the first dropdown, and choose "Heap Segment".
  • Then choose the desired Heap segment.

Using a Heap segment in a checklist

What events are sent to Heap?

If enabled, these events are sent to Heap.