Subscription settings

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Subscription settings are used to manage your subscription and control the behavior of your web and mobile apps. Only Pendo Admin users can view subscription settings. For information, see Roles and permissions.

To access subscription settings, navigate to Settings > Subscription Settings from the bottom of the left-side menu. The Settings tab is open by default. In this tab, you can find the following sections:

  • OAuth Apps. OAuth apps use a token created by Pendo to sign in to another application using Pendo credentials, without the need for a separate username or password for that app.
  • Support Access. This is used to allow Pendo Support access to your subscription for a defined timeframe should you ever need support. The maximum timeframe is 90 days.
  • Extension API Key. This is relevant to browser extension implementations using the Pendo Launcher.
  • InformationHere, you can find various subscription-level options and settings, from display name and time zone to security and privacy.
  • AI FeaturesThis is where you control if and when you make use of Pendo's AI-powered features.

You can access your application settings from the Applications tab of your subscription settings and then opening the application from the apps list. For more information, see Application settings.

OAuth Apps

With the Bevy setting, Pendo Admins can turn on OAuth, which allows Pendo users in the subscription to sign in to Pendo Community events using their Pendo Login credentials. Access is blocked by default.

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Support Access

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

Support Access is turned off by default. Enabling Pendo Support Access creates a new user role in your subscription that identifies support agents, 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 turn off access at any time.

Support Access.png

Extension API Key

If you have a browser extension implementation of Pendo, deployed using the Pendo Launcher, this section of subscription settings shows your API key and a setting for identifying visitor metadata through browser scripting.

Extension API Key.png

API key

The API key is your unique Subscription identifier used to connect your Subscription to the Pendo Launcher Extension. It looks something like the following:

  "APIKey": {
      "Value": "c022bb1e-676d-4c58-731c-caf13fe12a89"

For more information about how to use this key to link your extension implementation to your subscription, see the IT guide to deploying the Pendo Launcher.

Set Visitor Metadata Through Browser Scripting

This setting is an alternative method of setting the Visitor ID for the Pendo Launcher browser extension. This method redirects Visitors to a login page created, set up, and maintained by your team. This method requires the ability to modify the JavaScript code for all apps that this method is used. For an example using Salesforce, see Identify visitors using a Salesforce component.

Selecting Set Visitor Metadata Through Browser Scripting reveals more options: Identification APP URL and Show Privacy Awareness Banner.

Set Visitor Metadata Through Browser Scripting.png

  • Identification App URL defines the URL of the application you’re setting up browser scripting for. 
  • Show Privacy Awareness Banner reveals further options for communicating with your visitors with a privacy message, including: HeadlineBody TextLogo URLBackground ColorLearn More Text, and Learn More URL.

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Display Name

The name you see for your subscription throughout Pendo. A subscription Admin can change this at any time.

Time Zone

The time zone to which the subscription is set. 

Changing the time zone reprocesses all events to reflect the selected time zone. For this reason, Pendo recommends choosing an appropriate down time, like the evening or weekend, to change this setting. You won't have access to all events until processing is complete.

Enabled Login Methods

Which login methods are currently available for your internal Pendo users. This is defined as part of your Pendo contract.

  • Username and password. This is the default sign-in method.
  • 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. For more information, see SAML Single Sign-On (SSO) overview.

Roles and Permissions Version

The version of roles and permissions that you can set for internal users of Pendo. Most Pendo customer are on version 2. For more information, see Roles and permissions.

Retention Period

The length of time that Pendo retains raw event data from the date of collection, after which, the raw event data is deleted. The default is 84 months (7 years), which is the maximum retention period.

For more information, see Subscription data retention. To change the retention period, contact Pendo Support.

Require HTTPS Access for Designer

Require Pendo users to access the Visual Design Studio through an HTTPS URL. To turn this setting on or off, contact Pendo Support. This setting is on by default.

Allow Text Capture in Web Applications

Allows Pendo to collect innerHTML text as a part of auto-captured Click Events. This setting applies to web only. To change this setting, contact Pendo Support.

Allow Logging Remote Access

Allow the recording of IP addresses and geolocation by Pendo servers. This data is only displayed in the Exclude list of the Pendo UI.

To change this setting, contact Pendo Support. For more information, see the Disable IP address and geolocation section in Data collection prevention strategies

Obscure Staging Server Names

Render the hostnames of all staging servers loaded to the Pendo agent non-human-readable. This only applies to web applications.

By default, staging server names can be seen in the agent code that is pulled into your application when Pendo runs. This setting obscures those server names.

This setting doesn't affect data collection or distribution.

Show Anonymous Visitor Data

Collect usage data for visitors that don't have a Visitor ID.

If you have parts of your application don't require your visitors to sign in, you can use this setting to generate anonymous IDs for them. These anonymous visitors are then counted as part of your monthly active users (MAU).

For more information, see Anonymous visitors.

Enable Email Functionality for NPS

The ability to send an email version of the NPS survey to all visitors who didn't see the NPS survey as a guide during the distribution window. Turning on this feature doesn’t automatically create NPS surveys with email backup. Rather, turning on this setting allows you to create NPS surveys that have email backup.

This setting is on by default. To change this setting, contact Pendo Support.

Allow Subscription data to be used for internal Pendo analysis

Allow Pendo to include data collected by your subscription in their internal analytics. We use this data for providing and improving the services that we provide. Such data is only used in an aggregated and anonymized form that doesn't reveal the identity of any person. 

For more information, see our Software Services Agreement. To change this setting, contact Pendo Support.

Click Event Properties

Allow data to be collected from elements in the UI or events during a Feature Click Event. For more information, see Click Event properties.

Allow embedded integrations powered by

Allow Pendo to leverage third-party integration Platform-as-a-Service (iPaaS) to power Pendo integrations with other systems. On by default, this powers some of our integrations, such as HubSpot.

Maximum Session Length

The number of hours before Pendo users are automatically signed out of the subscription and required to reauthenticate. The default is 168 hours (7 days).

Max rows for Salesforce Integration Push

The number of rows that the Salesforce integration attempts to push from Pendo in each batch. "Not set" is the default because this setting requires that you have Salesforce as part of your subscription. For more information, see Salesforce integration with Pendo.

Monthly Active Users

The number of visitors for your contracted MAU plan, which can be calculated individually for each application or for your subscription as a whole.

Application Unique User

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.

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.

AI Features

The settings in this section gives you control over our AI-powered features, as well as information about which AI technology is in use and which third-party service provider (if any) is providing AI technology.

For more information, see Security at Pendo in our Pendo Trust Center.

Enable NPS insights auto-suggested themes

Use the Pendo AI assistant to automatically generate NPS themes and assign responses to themes. Themes are automatically generated and assigned when there is at least one active NPS survey with a minimum of 600 textual responses in English. For more information, see Manage NPS themes and insights.

Enable NPS insights summaries and theme title enhancement

Use Open AI to automatically generate and email survey summaries to subscribers. Theme summaries are generated when there is at least one active NPS survey. After subscribing, survey summaries are sent to subscribers via email. 

Use Google Generative AI to automatically enhance theme titles for newly generated themes. 

For more information, see Manage NPS themes and insights.

Enable guide writing assistant

Use Google Generative AI to proofread and edit guides. The writing assistant checks for spelling and grammar errors, provides tone options, and enhances vocabulary. For more information, see Add guide content using building blocks.

Enable AI guide creation

Use Google Generative AI to generate and build guides in Adopt Studio. This feature allows generative AI models to process your Pendo users' content.

Enable feedback summaries

Allow the Pendo AI assistant to:

  • Create an automatic summary of key themes emerging from your customer feedback. You can edit these summaries at any time. For more information, see View feedback insights.
  • Create titles for guide responses sent to Discover as feedback items. For more information about this feature and instructions for using it, see Collect customer feedback.

For a summary of all Discover AI features, see Overview of Pendo Discover.

Enable suggested ideas

Allow the AI assistant to suggest existing ideas that you might want to link to feedback items in Discover. You can accept or decline linking suggestions. For more information, see Link feedback items to ideas. For a summary of all Discover AI features, see Overview of Pendo Discover.

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