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Pendo Install Instructions

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11 views

Pendo Install Instructions

Uploaded by

ocobot
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CPA Vision's custom Pendo installation instructions

What's Pendo?
Pendo is a user experience software platform that offers product analytics and in-app messages to easily build , analyze,
and optimize product experiences .

Why is installation required?


To use Pendo, you must first build the bridge between your product and the Pendo platform using a short, customized
code script (included below ).

Review your IDs and metadata


Define and test the values in your install script to ensure that you're using globally unique identifiers and meaningful
metadata that enhances your ability to segment data in Pendo. To adjust any fields , sign into Pendo to update your
script . You can always add more fields later.
Copy your customized install script
<script>
(function(apiKey){
(function(p,e,n,d,o){var v,w,x,y,z;o=p[d]=p[d]||{};o._q=o._q||[];
v=['initialize','identify','updateOptions','pageLoad','track'];for(w=0,x=v.length;w<x;++w)(function(m){
o[m]=o[m]||function(){o._q[m===v[0]?'unshift':'push']([m].concat([].slice.call(arguments,0)));};})(v[w]);
y=e.createElement(n);y.async=!0;y.src='https://cdn.pendo.io/agent/static/'+apiKey+'/pendo.js';
z=e.getElementsByTagName(n)[0];z.parentNode.insertBefore(y,z);})(window,document,'script','pendo');

pendo.initialize({
visitor: {
id: <visitor-id-goes-here>,
email: <email-goes-here>,
},
account: {
id: <account-id-goes-here>,
accountName: <account-name-goes-here>,
}
});
})('b755543b-7614-4ca2-4e35-ad32bfa39b62');
</script>

Add your install script to your application


Insert the code into your application to start the install process . The install script can go in the <head> or <body> , in
your common HTML template . Update <visitor-id-goes-here> , and <account-id-goes-here> , and any other
metadata with details specific to your Pendo instance .
What happens next
You'll receive an email when we begin receiving data in Pendo. This can take up to two hours.

Useful links

Plan your direct implementation

Twilio Segment integration overview

Install Pendo through the Google Tag Manager

Segments in Pendo

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