Pendo Settings

Setting

Description

Setting

Description

Grant automatic approval for Support agents to access your subscription. This saves time by removing the asynchronous back-and-forth that would otherwise be required between you and Support to grant them access before they can investigate a problem.

Enabling Pendo Support Access creates a new user role in your subscription that identifies Support users, allowing them to investigate issues in your subscription.

The setting turns off automatically on a date that you specify. The maximum access duration is 90 days. Admin users can reset the duration and disable access at any time.

Setting

Description

Display Name

The name you will see for your subscription. This can be changed by subscription admins at any time.

Time Zone

The time zone to which the subscription is set. Changing the time zone will reprocess all events to reflect the selected time zone. You will not have access to all events until processing is complete.

Enabled Login Methods

This indicates which login methods are currently available for your users.

Username & Password - This is the default login method - where a user sets a 'local' Pendo password.

Google G-Suite - If the user's email in Pendo is a Google email account, they can use Google SSO to sign in to Pendo.

SAML SSO - This allows people to sign in using SAML providers like Okta. Please follow the steps in the linked documentation to set this up.

Roles and Permissions Version

This indicates the version of Roles and Permissions that you can set for internal users of Pendo.

Allow Logging Remote Addresses

This setting allows the recording of IP addresses and geolocation by Pendo servers. Please submit a support ticket to have this changed. 

Require HTTPS Access for Designer

This flag means that users must use an HTTPS URL when accessing the designer.

Allow Text Capture in Web Applications

This allows Pendo to collect innerHTML text as a part of auto-captured click events. Can also be added as an optional flag in the snippet. Applies to web only. You can find out more here. Please submit a support ticket to have this changed.

Obscure Staging Server Names

Staging server names can be seen in the agent code that is pulled into the page when Pendo runs. If a customer needs to obscure those server names, this setting can be enabled.

Show Anonymous Visitor Data

There may be parts of your application that don't require a login. This setting allows you to collect usage data for users that don't have a User ID by generating anonymous IDs for them. These anonymous visitors will then be counted as part of your Monthly Active Users (MAU). Learn more here.

Enable Email Functionality for NPS

Enable email backup for NPS. Please submit a support ticket to have this changed.

Allow Subscription data to be used for internal Pendo analysis

This indicates whether the data collected by the sub can be utilized for Pendo’s internal analytics. Submit a support ticket to have this changed.

Click Event Properties

Allows for data to be collected from elements in the UI or events during a Feature click event. Learn more here.

Maximum Session Length

The number of hours before users are automatically logged out of the subscription due to inactivity. The default is 168 hours.

Maximum Session Length

The number of hours before users are automatically logged out of the subscription due to inactivity.

The number of rows that the Salesforce integration will try to push from Pendo in each batch.

Monthly Active Users - Application Unique Users

This plan counts each visitor on a subscription without eliminating redundant MAUs across multiple applications. This means that if a user uses two different applications on a single subscription, they are counted twice.

Note: The selection marked as (Contracted MAU) indicates which plan you're on.

Monthly Active Users - Subscription Unique Users

This plan counts any visitor in multiple applications on a single subscription once and eliminates redundant MAUs across applications. This means that if a user uses two different applications on a single subscription, they are counted once.

Note: The selection marked as (Contracted MAU) indicates which plan you're on.

Setting

Description

Display Name

The display name of the application. This is directly editable by ‘Subscription Admin’ users.

Platform

The type of Application upon which Pendo has been deployed (i.e Web).

API Key

The API Key to be used within the install script. Identifies data sent to Pendo to be associated with this specific Application within the parent Subscription.

Show Guides to Anonymous Visitors

A toggle that determines whether Anonymous Visitors will be included within Guide segmentation.  By default, Pendo sets this to “OFF”.

Track Event Shared Secret

Key information used for the collection of Track Events.

CNAME

Displays information only if CNAME has been configured.  For more information, look here.

Disable Agent User Identification Persistence

By default, Pendo sets this to “OFF”.

Disable Feedback Auto Init

Count Track Events Received For A Visitor As Time In Application

A toggle that enables track events to count towards a user’s ‘time in app’. By default, Pendo sets this to “OFF”

Prevent the web agent from using cookies when local storage is not available

Pendo web agent loads by default in local storage. If local storage is unavailable for some reason (e.g., it is full, it is not available with the visitor's browser type), then Pendo relies on cookies to load.  If security requires this ability to be disabled, you can do so with this toggle.

Prefer MutationObserver to 500ms timer, when available

By default, Pendo sets this to “OFF”.

Disable Global CSS

Global CSS is a feature offered by Pendo in a legacy fashion.  This toggle will bypass any configuration done within Global CSS and rely only on the product’s standard CSS and the styles and themes included within the Pendo guide elements.  By default, Pendo sets this to “OFF”.

Prefer BroadcastChannel for multi-frame support, when available

By default, Pendo sets this to “OFF”.

Pendo Suggested Pages

Use this setting to generate recommended rules based on URLs from your event data. Use this feature to accept or delete the recommended tags to quickly tag the pages your Visitors have seen in the last 5 days. If turned on for any application, the Suggested Pages table is visible to the entire subscription.

When enabled, this adds the <title> value of each page to the URL collected by the agent. It is added as a query parameter called "pendo_document_title". For example, if the title of www.example.com/home is "Welcome Page", the URL is captured as https://www.example.com/home?_pendo_document_title=Welcome+Page.

Enable this setting to improve the performance of the agent by making it responsive to changes in the application.

This setting should be enabled if the "Prefer MutationObserver to 500ms timer" is enabled.

This setting should be enabled if your applications use Web Components or frameworks with Shadow DOM elements (like Polymer or Lit). The setting enables the agent to detect changes that affect the eligibility of guide display and optimize the performance and functionality of your application.

Disable Agent Cookies

Pendo uses several Agent Cookies for various purposes.  This allows the ability to disable these cookies, which will have various widespread effects.  By default, Pendo sets this to “OFF”.

Setting

Description

Agent version controls

Select if your install script deploys the most recent beta or stable version of the agent. Manually hosting the agent is available but not recommended. Select the method used to deliver guide content to the browser. Stable is the default selection and is recommended for most browsers.

Custom HTML Attributes

Collect HTML attributes in addition to Pendo's default attributes. These can be used for tagging features and placing tooltip guides.  Note: Pendo will not be able to retrieve any data before the date when the custom attribute was added.

XHR Timings

Enable XHR Recording to record XMLHttpRequest (XHR) information, including the time duration between when a request is sent and received.

Setting

Description

Disable Designer Launch URL Token

Binary flag that disables the launch URL token and opens the new tab with the Designer using the window.opener method.

By default, Pendo sets this to “OFF”.

Prevent Access to Guides Code Block

Binary flag that enables or disables access to custom ‘Code Block’ elements on Guides within your application.  Note: you must contact your CSM in order to update this setting.

Disable Guide Designer Keyboard Shortcut

Binary flag that will disable the standard keyboard shortcut from launching the Pendo Guide Designer.

Custom HTML Attributes

Collect HTML attributes in addition to Pendo's default attributes. These can be used for tagging features and placing tooltip guides.  Note: Pendo will not be able to retrieve any data before the date when the custom attribute was added.

Suggested Match Class Exclusions

Exclude classes from the Suggested Match option when tagging features or targeting guides. Please note that HTML classes are case-sensitive.

Suggested Match ID Exclusions

Exclude IDs from the Suggested Match option when tagging features or targeting guides. Please note that HTML IDs are case-sensitive.

Setting

Description

Setting

Description

Name

The display name of the application. This is directly editable by ‘Subscription Admin’ users.

Operating System

The type of Application upon which Pendo has been deployed (i.e Web).

Scheme ID

API Key

The API Key used within the Mobile SDK during installation. Identifies data sent to Pendo to be associated with this specific Application within the parent Subscription.

Show Guides to Anonymous Visitors

A toggle that determines whether Anonymous Visitors will be included within Guide segmentation.  By default, Pendo sets this to “OFF”.

Count Track Events Received For A Visitor As Time In Application

Track Events Shared Secret