Installation options using the install script for a direct web implementation of Pendo

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Pendo is installed through an install script consisting of JavaScript code, copied into your application. There are multiple options for installing Pendo through the install script. This article provides a brief overview of different installation options for a direct web implementation of Pendo. 

On a single-page application

In single-page frameworks, the first part of the Pendo install script is included on the main HTML page, while the call to initialize Pendo usually happens in a separate component. For instructions, see Install Pendo on a single-page web application.

On a multi-page application

In multi-page application frameworks, Pendo must be installed and initialized on every HTML page of your application. For instructions, see Install Pendo on a multi-page web application.

In iframes

If your application contains iframes, you must install Pendo in each iframe within the application. Visitor IDs, Account IDs, and Pendo API keys must match across all frames.

On the login page of your application

If you want to capture analytics on your login page, you will likely need to install using anonymous Visitor IDs in Pendo. After the user signs in, you must then either:

  • Re-initialize Pendo if using a multi-page framework
  • Re-identify the visitor if using a single-page framework.

Full instructions, see Install Pendo on a login page.

With the Segment.com integration

Pendo offers integration with Twilio Segment (formerly, Segment.io and Segment.com), allowing you to send data to Pendo from Segment. Pendo can be installed through the Twilio Segment integration. Often, you can complete this installation without any code changes to your application, making it a quicker option for installing Pendo. For instructions, see the Install Pendo through Twilio Segment article.

Through Google Tag Manager

Pendo can be installed through Google Tag Manager. Often, you can complete this installation without any code changes to your application, making it a quicker option for installing Pendo. For instructions, see Install Pendo through the Google Tag Manager.

Through other tag managers

Most tag managers work by having a small installation snippet present in the code of your application. Once that snippet is installed, they usually provide the option to add additional code to your application through the tag manager rather than the actual code based. Pendo is installed using plain JavaScript, so it's possible to inject the Pendo install script through most tag managers. 

On Microsoft apps

Microsoft Power Apps is a low-code application building framework that allows Microsoft customers to build and customize internal business applications. There are two major categories of Microsoft Power Apps: model-driven apps and canvas apps.

On a Salesforce digital experience

You can install Pendo on a Salesforce digital experience using JavaScript. Without additional engineering effort in Salesforce, you can only send Visitor ID to Pendo using this method. You can't send Account ID or visitor and account metadata unless you can also develop custom Salesforce components. For more information, see Install Pendo on a Salesforce digital experience.

On other third-party apps

For third-party apps that you have access to add a code snippet to, you can insert the Pendo install script on apps like Zendesk Help Center.

 

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