What's new for the Pendo platform

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Pendo is a product experience platform designed to help you understand and enhance user experiences by collecting data, analyzing behavior, delivering in-app guidance, and gathering feedback.

This page provides transparency for changes and improvements to this platform, which include the tools and infrastructure that provide the foundation for delivering Pendo. This includes updates about the following:

  • Installation and configuration.
  • Data management. For information about data analytics, see What's new in Analytics.
  • Page and Feature tagging, which is needed for Pendo to categorize and track individual URLs and elements.
  • Subscriptions, including account management and terms of service.

April 2024

Changes to Subscription Settings and App Details

Updates to the copy and ordering of settings in Subscription Settings and in the App Details page of your web and extension application settings. For more information, see Subscription settings, Web application settings, and Extension application settings.

Additionally, a new setting has been added to extension applications: Set visitor metadata through browser scripting, which is needed for configuring a browser extension implementation of Pendo through browser scripting. For instructions, see Identify visitors and metadata through browser scripting. For a specific example of configuring a browser extension implementation of Pendo using Salesforce, see Identify visitors using a Salesforce component.

Page and Feature IDs

You can now add Page ID and Feature ID as table columns in the respective list pages. These columns are sortable and resizable within each table, and they’re included in CSV exports if added to the table prior to export. This update simplifies the process of accessing ID values for use in API, Data Sync, and bulk update or delete handled by our support team, eliminating the need to manually retrieve IDs from individual Page and Feature details pages' URLs.

Feature type

The Type filter in Product > Features now only shows types that are currently available in the Features list. Prior to this, all possible Feature types showed, regardless of whether a specific Feature type was available in the table, which sometimes caused confusion if no results displayed in the table. This dropdown doesn’t display if you only have one type of Feature. For more information, see Tagging and viewing Features.

Sitewide element detection

When tagging Features in the Visual Design Studio, you now see an estimate of the number of URLs where the same Feature rule exists in your app, based on a sample of recent event data. This update helps you avoid data inaccuracies by providing insight into the rule's relevance across URLs, enabling more informed decisions about targeting Features sitewide or on specific Pages. For more information about tagging Features, see Tagging and viewing Features.

Improved date picker

You can now navigate more efficiently through many of the date pickers throughout our app. When using a custom date range, you can choose the month or year directly from the top of the date picker. This update allows you to access historical data faster without repetitive clicks.

March 2024

Visitor and account Feedback requests

The previous Feedback tab on the details pages for visitors and accounts, which lists product requests submitted by a visitor or account in Pendo Feedback, is now labeled as Requests. This change was made to minimize confusion when referencing the Feedback tab in Pendo Discover. For more information, see Visitor details and Account details.

February 2024

Recently used Pages when tagging

When tagging new Features or merging existing Pages or Features in the Visual Design Studio, the Page dropdown now shows recently selected Pages at the top of the menu. This is useful when you're consecutively tagging elements on a specific Page or if you consistently work with only a few Pages in your app. For more information about tagging, see Tagging and viewing Pages and Tagging and viewing Features.

January 2024

Recently used Product Areas when tagging

When tagging in the Visual Design Studio, the Product Area dropdown now shows recently selected Product Areas at the top of the menu. This is useful when you're consecutively tagging elements for a specific Product Area or if you consistently work with only a few Product Areas. For more information about tagging, see Tagging and viewing Pages and Tagging and viewing Features.

Last tagging mode selection

When opening the Visual Design Studio to tag Pages or Features, the mode selection now defaults to your last chosen mode (side-by-side or in an overlay) to help streamline your tagging process. For more information about tagging, see Tagging and viewing Pages and Tagging and viewing Features.

Tag Features with no element present 

You can now tag Features even if an element isn't found on a page. Prior to this, Pendo wouldn't allow you to tag a Feature in the Visual Design Studio if the element wasn't present on the page. This is particularly helpful if you know the selector for an element that's not currently on the page where you're tagging. For more information about tagging Features, see Tagging and viewing Features.

Page type column

You can now add the Type column to the Pages table in Product > Pages. For more information on each table column, see Tagging and viewing Pages.

Clone Pages and Features

You can now duplicate existing Pages and Features on their respective details pages, generating a copy within the same app in a new tab. This functionality proves beneficial when dealing with numerous Pages or Features that share minor distinctions, saving you time by eliminating the need to create new tags in the Visual Design Studio and make slight modifications. For more information, see Tagging and viewing Pages and Tagging and viewing Features.

Add descriptions while tagging Features

You can now add and update descriptions for Features when adding new tags or updating existing tags in the Visual Design Studio. For more information, see Tagging and viewing Features.

View and search by description

You can now view and search by descriptions for Pages, Features, and Track Events in their respective overview lists.

Add descriptions while tagging Pages

You can now add and update descriptions for Pages when adding new tags or updating existing tags in the Visual Design Studio. For more information, see Tagging and viewing Pages.

December 2023

Add descriptions to Pages, Features, and Track Events

You can now add descriptions for Pages, Features, and Track Events on their relevant details pages.

Use rule builder when editing Features

You can now use the rule builder when retargeting elements for existing Features in the Visual Design Studio. Prior to this change, you could only use the rule builder when tagging a new Feature. For more information on the rule builder, see Feature Element Matching.

Configure Feature rules with the rule builder

When tagging in the Visual Design Studio, you can now further refine your Feature rules using the rule builder with the following configuration options: Attribute Exists, Starts With, Ends With, and Contains. For more information, see Feature Element Matching.

Event details in Visual Design Studio

We’ve updated the experience when viewing tagged Features and Pages in the Visual Design Studio to provide you with more details. When you select a Feature or Page, you can now view the associated app, Product Area, and Page location (for Features), and the names of the users who created and last updated the tag below the name of the event. You can now access the metrics, such as total clicks and views, by selecting the Metrics dropdown at the bottom of the modal. For more information, see Manage tagged Features.

Updated headers for event details

When viewing specific Pages, Features, and Track Events on their respective detail pages, you can now edit the names of these events, view the app they’re associated with, and view and modify the assigned Product Area at the top of the page. Previously, these details were listed within the Details section below the filters. This change in behavior aligns with the current structure of the details page for guides.

November 2023

Set cookie domain in app settings

Admins can now enable agent cookies for a specific domain or subdomain in your app settings using the Cookie domain setting. Prior to this change, you had to implement domain cookies directly in your install script, which required developer resources. If you have a cookie domain implemented in your install script, this domain takes precedence over what's defined in your app settings.

As part of this change, we also separated all settings related to cookie and data privacy settings into its own section and added descriptions to each of these settings. To learn more, see Pendo Settings.

Access higher levels of the DOM tree when tagging Features

The Feature Rule Builder allows you to access higher nodes (levels) in the DOM tree for the element you've selected during tagging with the Visual Design Studio. Choosing a node that's higher up the DOM tree selects a larger clickable area than choosing a node that's lower down the DOM tree. For more information, see Rule Builder in the Tagging and viewing Features article.

Track anonymous visitors across apps and subdomains

If your app has domain cookies enabled, you can now use a new app setting to Enable cross-app cookies for consistent anonymous visitor identification. This setting enables anonymous IDs to persist across apps and subdomains within the same web domain. This setting is off by default and not available for extension apps. To learn more, see Track anonymous visitors across subdomains.

Feature auto-tagging

If you've added custom HTML attributes, you can then enable automatic Features tagging, which adds new Pendo Features when elements associated with your custom HTML attributes are clicked. For more information, see Automatic Feature tagging with custom HTML attributes.

October 2023

Heatmap updates

The Heatmap in the Visual Design Studio has undergone design improvements and now also distinguishes between tagged and suggested Features in you application. For more information, see Feature Designer Heatmap (Visual Design Studio).

Suggested Features

The Visual Design Studio now offers a list of suggested Features based on visitor engagement with elements in your application for you to review, tag, or delete. For more information, see Suggested Features.

Session Replay

Session Replay allows you to visualize a visitor’s interactions in your app so that you can better understand their experience with your product. If you're interested in getting access, contact your Pendo account representative. To learn more about Session Replay, see our Replay documentation.

Navigation menu

You can now experience the new appearance for the left-side navigation menu, along with the option to collapse or expand the menu to maximize your screen space.

AI feature settings

Subscription settings now include an AI Features section, where you can learn more about and enable each AI feature. For more information, see Pendo Settings.

Retrieve your "Do Not Process" (DNP) records

You can validate that enabling the Do Not Process (DNP) setting was successful or retrieve DNP records for auditing using our aggregation endpoint. For more information, see Opt out of tracking with DNP.

Multi-app selection

You can select multiple apps from the app filter throughout Pendo. This isn’t available in dashboards, individual reports and guides, or Validate.

September 2023

You now have a choice between tagging Pages and Features in an overlay that appears on top of your app or in a separate window to the right of your browser. For more information, see Tagging with the Visual Design Studio.

August 2023

Test exports for Data Sync

You can create a test export of Pendo data so that you can see how Pendo data appears in Avro files and plan the ETL pipeline required to pull Pendo data from your cloud storage. You don't need to be a paying Data Sync customer to do this. For more information, see the Overview of Pendo Data Sync.

Zendesk messaging integration

Pendo now integrates with Zendesk messaging to deliver chat functionality to your customers as a module in your application's Resource Center.  For instructions on how to set up this integration, see Integrate Zendesk messaging with Pendo.

Feature auto-tagging (closed beta)

Customers in our closed beta group can enable automatic Features tagging. Features then appear in your Features list in Pendo. For more information, see Automatic Feature tagging with custom HTML attributes

July 2023

Application settings 

Access your apps and app settings by navigating to Settings > Subscription Settings from the bottom of the left-side navigation and selecting the Applications tab. This new tab contains a platform filter and search field to help you find the app you're looking for. Prior to this update, all apps displayed in tile format at the top of the Subscription Settings page with no way to search or filter.

Pendo Data Sync for Microsoft Azure Storage

We now offer the ability to send your Pendo event data in Avro format to your Microsoft Azure Storage account so that it can be pulled into a date lake or warehouse with a standard ETL process. For more information and instructions, see Set up Data Sync with Microsoft Azure Storage.

June 2023

Retroactive processing in Data Sync

We retroactively update data that you've synced to your warehouse whenever Page or Feature rules are added or changed in Pendo. For more information, see Data Sync export handling.

May 2023

Duplication prevention when creating Features

We've added validations to the Feature tagging process to help prevent you from creating duplicate Features in Pendo. These validations warn you when you're about to create a Feature with a duplicate name, and when the Feature you're creating has the same rule as another Feature. For more information about tagging Features, see Tagging and viewing Features.

April 2023

SAML with SCIM for Okta

We support Okta as the Identity Provider (IdP) used to set up SCIM in Pendo, allowing you to provision accounts and control user permissions at a group level. For more information see Set up SCIM in Pendo and Set up SAML with SCIM for Okta.

SAML 2.0 SSO with Okta

We support the SAML 2.0 standard for Single Sign-On (SSO). This allows your users to sign in to Pendo using your enterprise SSO Identity Provider (IdP) instead of their email and password. For information about the the SAML configuration process for both IdP-initiated and SP-initiated login flows, see the SAML Single Sign-On (SSO) Overview.

Configure your organization CNAME (closed beta)

You can create hostnames under your own application’s domain to use in place of Pendo hostnames for both sending events and downloading guide content. For more information, see CNAME for Pendo Engage and Configure organization CNAME.

March 2023

Sample URLs in suggested Pages

We now show up to five top Sample URLs in the Suggested Pages table as an expandable dropdown. For more information, see Suggested Pages.

February 2023

Up and down arrows in Suggested Match for Features

When tagging a Feature in the Visual Design Studio, you're offered an automatically generated Suggested Match under Feature Element Matching, which is based on the element you select for tagging. You can use the up and down arrows to adjust your selection to include a larger or smaller area in the Feature rule. For more information, see Tagging and viewing Features.

Exclude rules for tagging Pages

When tagging a Page in the Visual Design Studio, you can create create rules that exclude URLs from the Page you're creating using the Rule Builder or the Custom URL options. For more information, see Tagging and viewing Pages.

January 2023

Rule Builder in the Visual Design Studio

We've added a Rule Builder to the Visual Design Studio for both Page tagging and Feature tagging. For Pages, the Rule Builder gives you the option to apply <Ignore><Ignore after><Parameter>, or <Contains> statements to elements of the URL you provided for tagging. For Features, the Rule Builder shows you the HTML elements and attributes available in the area that you’ve selected for tagging. For more information, see Tagging and viewing Pages and Tagging and viewing Features.

Additional rule syntax for Suggested Pages

Rules for Suggested Pages now also use question marks (?) for queries and hashtags (#) for fragments. For more information about the rule syntax for Suggested Pages, see the Suggested Pages article. For URL syntax examples, see URLs for Page tagging.

 

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