This guide will take you through an overview of the Pendo platform, including the basics of installing Pendo and instrumenting your application so that you can begin to capture user data and serve interactive guides and polls to users. In addition, it covers some of the key technical topics and questions that surface during the installation process.
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This is where unobtrusive in-app messages become valuable. With the Pendo platform, you can easily configure and render user guides directly within your application. Guides can be used to announce new features or updates in the application, provide step-by-step walkthroughs of features, or simple tooltips next to elements in the user interface. Guides can be added, customized, and updated without any coding, yet render completely within your DOM allowing them to automatically inherit your application or page styles, or be customized and styled as needed.
Guides provide an easy means to educate users, and help them better navigate through your application. Where they become tremendously powerful is when they are paired with all of the user information that is captured by the Pendo platform. Using analytic data, you can select which users or segments are shown a particular guide. So for example, you could target a guide to users who have never used a particular feature, or highlight a new capability to your power users first before promoting it broadly to the whole user base. Polls can be embedded in guides, allowing you to solicit feedback directly after sharing or walking users through a new feature.
Once data mappings are set, Pendo will pull updated data from SFDC once daily. You can also manually sync the data within the Pendo interface. Once the data is pulled into Pendo it is available to be used both within analytics and guides. You can analyze user and account data segmented by SFDC attributes, and create guides targeted specifically based on those attributes.
For use cases where significant customization is required, Pendo provides API calls to manipulate the JavaScript Agent on the client-side, control the display behavior of guides, and access the stored application/user data on the service-side. Most implementations will not need to make use of any of these customizations. The standard snippet installation on the client-side, and reporting/data exporting available available in the Pendo interface will address the vast majority of use cases. For details and sample code for specific API calls, on the client, please reference the API documentation in our knowledge base.
In addition to the client-side agent controls, Pendo also provides access to server-side functions via API calls. You can query and pull raw event data for your application, as well as set very specific, customized display behavior for guide (i.e. customize guide displays for specific users or user segments). This level of access is currently available by request only. Please contact support for additional questions or to enable server access.
This guide has covered the basics of getting Pendo installed and running. Once the pendo agent is installed, product teams can access the Pendo interface directly to begin viewing data, tagging features, and building polls and guides for your application. Additional topics and detailed content is available in our knowledge base. Please follow any of the links for additional information, or contact support directly with questions.
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