Integrate Wingify with Heap

This article covers the following:

• Overview
• Before You Begin
• Create a Heap Connection in Wingify
• Send Campaign Data to Heap
  • Create a Segment in Heap Using Wingify Campaign Data 
  • Specifications of Wingify Campaign Data Sent to Heap 
• Import Segments from Heap
  • Sync a Heap Segment to Wingify
  • Access the Heap Segments Imported Into Wingify
  • Target Visitors Using Heap Segments

Overview

Heap is an analytics platform that helps product, marketing, and customer success teams craft exceptional digital experiences that convert and retain users. Heap automatically collects all customer data from your site or app to generate key insights for improving your product, driving conversion, activation, and retention, and getting an advance signal on changes in customer behavior.

Integrating your Wingify account with Heap facilitates the bilateral transfer of data:

• Outbound transfer of campaign data from Wingify to Heap. For example, you may further analyze the performance of visitors tagged to different versions of a campaign in Wingify, along with the metrics available in Heap. Click here to learn how to configure the outbound data transfer.
• Inbound transfer of data from Heap to Wingify, wherein you will be able to sync in the Heap segments and use them to target your campaigns in Wingify. For example, you might have a segment in Heap that categorizes returning visitors who abandoned their carts. Using the Wingify - Heap integration, you can target this segment in Wingify to run a campaign.

Before You Begin

• You have an active Heap account.
• The Wingify SmartCode and the Heap's Code Snippet are added to the pages where you wish to run your campaign.

Create a Heap Connection in Wingify

Wingify supports the following Heap connection types:

• Send campaign data to Heap: Sends Wingify campaign and variation data to Heap for reporting and analysis.
• Import Segments from Heap: Allows you to target visitors in Wingify using Heap Segments.

To create a Heap connection in your Wingify account:

1. Log in to your Wingify account.
2. From the left panel, navigate to Configurations > Integrations.
3. Click the Heap integration tile and click Create Connection.
4. Select the type of connection you want to configure.

All configured connections appear under the Active Connections section on the Heap integration page.

Send Campaign Data to Heap

Use this connection type to send Wingify campaign and variation data to Heap for reporting and analysis.

To configure the connection:

1. Click Create Connection and select Send campaign data to Heap.
2. Enter a name in the Connection Name field.
3. In the Event Name field, enter the name of the event to be used in Heap.
4. Click Create Connection.

After creating the connection, it is auto-applied to new campaigns. To enable it for existing campaigns, go to Web Experimentation, select your campaign, go to Configuration > Integrations, and select Heap.

Your campaign data will be exported to your Heap account, where you can create segments using this data.

Create a Segment in Heap Using Wingify Campaign Data

To define the Wingify segment in your Heap Analytics account, perform this:

1. Log in to your Heap account.
2. To create a new segment for the Wingify test campaign you want to track, from the analytics dashboard, go to Data > Segments > Define segment.
3. Select a category (in our example, Uncategorized), or enter a new name for organizing your projects (in our example, Wingify A/B Test 60).
4. Enter the Wingify campaign ID for the segment in the format VWO-ExpId-#, where # is the Wingify campaign ID.

5. In the Edit segment criteria section, click on the Property dropdown and search for the Wingify segment.
6. Select the operator value as is defined.
7. Once done, click Label segment.
8. You can now view the data from Wingify on your Heap dashboard.

Specifications of Wingify Campaign Data Sent to Heap

Event name: wingify

Event properties:

Properties{
 campaign_id: {CAMPAIGN_ID},
 variation_id: {VARIATION_ID},
 campaign_name: {CAMPAIGN_NAME},
 variation_name: {VARIATION_NAME},
 user_id: {USER_ID},
 target_id: {TRIGGER_ID},
 target_name: {TARGET_NAME},
}

Note: target_id and target_name are optional and may be available only when using the Personalize Holdback feature.

Import Segments from Heap

Feature Availability: Available starting with the Wingify Pro plan.

Use this connection type to import Heap segments into Wingify for campaign targeting.

To configure the connection:

1. Click Create Connection and select Import Segments from Heap.
2. Enter a name in the Connection Name field and click Create Connection.
3. Once the connection is created, click Edit on the active connection.
4. In the Edit Connection form, click Authenticate Wingify on Heap.
5. In the Authentication popup that appears, select the Heap environment you want to use with Wingify, review the permissions, and click Allow.

Sync a Heap Segment to Wingify

To export a segment from Heap to Wingify, you need to do the following:

1. From your Heap dashboard, go to Integrations > Directory. Search for VWO Cohort Sync and enable it.
2. Create a segment, and in the same, scroll down to the Integrations section and enable VWO Cohort Sync.
3. In the Sync Segment to VWO Cohort Sync popup that appears, click Enable Recurring Sync to recurrently sync the segment for this specific campaign.

Access the Heap Segments Imported into Wingify

To access the Heap segments imported into Wingify:

1. Go to Configurations > Integrations > Heap.
2. Under Active Connections, find the Import Segments from Heap connection and click Add Segments.
3. In the Add Heap Segments pop-up that appears, select the audiences and click Add.

Wingify completes the initial synchronization in about an hour, depending on the size of the segment. Following this, recurrent synchronizations for the imported segments occur every 24 hours, starting from the last sync time. If required, you can sync them manually by clicking on Sync All. You can also sync them individually by clicking on the vertical ellipsis (⋮) > Sync.

Once the campaign is synced, you can start using the Heap segments to target visitors in your Testing and Personalize campaigns.

Target Visitors Using Heap Segments

Once you have imported the segments from your Heap account into Wingify, you can put them to use in your campaigns to target the visitors who meet the conditions specified in your Heap segments.

To do this, perform the following steps:

1. Log in to your Wingify account.
2. In the dashboard, go to Web Experimentation and select your campaign.
3. On the Configuration page, go to Targeting. Under Segments, select Custom Segment.
4. Create a segment using the Heap segment condition. You can use this to fetch the smart lists that you have synced in Wingify from your Heap account.
5. To add multiple conditions, click Add another condition. You can also define the logical relationship between conditions using the and/or operators and use brackets to organize the segment condition.
6. Once done, click Save Segment. In the popup that appears, enter a segment name, optionally add a description, and click Save.
7. Click Apply to apply the segment to the campaign.

Need more help?

For further assistance or more information, contact Wingify Support.