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.
  • Integrations, including Pendo Data Sync, and integrations with other third-party applications, systems, or services, such as Salesforce.
  • 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.

September 2023

Side-by-side tagging mode

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 (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 HTML attributes in data collection.

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.

Rotating credentials for Data Sync

You can now rotate your credentials using the public API endpoint. For instructions, see the article for the relevant cloud storage service that you're using with Pendo Data Sync: Set up Data Sync with Google Cloud, Set up Data Sync with Amazon S3, or Set up Data Sync with Microsoft Azure Storage.

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.

preferMutationObserver web application setting

A preferMutationObserver setting has been added to Web App Settings to improve the performance of the agent by making it responsive to changes in the application. See Web Application Settings for more information.

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

Data Sync for Google Cloud and Amazon S3

Data Sync allows you to send your Pendo event data in Avro format to Google Cloud  Storage (GCS) or your Amazon S3 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 Google Cloud and Set up Data Sync with Amazon S3.

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

Pendo Data Sync for Google Cloud

Data Sync allows you to export Pendo data to your Google Cloud Storage (GCS) account. For more information and instructions, see Set up Data Sync with Google Cloud.

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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