Pendo platform document history

Last updated:

This article summarizes important changes to documentation concerning the Pendo platform, specifically installation, configuration, and tagging. For updates about integrations, see Integrations document history.

Date Articles Description
November 4, 2024 Identity mapping overview Updated step 2 in the Enable identity mapping section to add the detail that purchasing anonymous user tracking gives you access to identity mapping.
November 1, 2024 Identity mapping overview Added a tip about using the first identified user segment in analysis to the bottom of the bottom of the How identity mapping works section.
October 30, 2024 Identify visitors and metadata through browser scripting Updated instructions to match changes to the navigation in Subscription settings. Provided clarification about how to check that the application you choose matches the identification app URL. Provided clarification about where to find the JavaScript snippet. 

October 28, 2024

Segments

Updated the list of fields to complete when creating a segment to include the new verification field.

October 28, 2024

Manage segments

Added a new section, Submit a segment for verification, that describes how to request verification and what to expect after the request is submitted.

October 28, 2024

Manage segment verification (Admins only)

New article that covers the workflow for admins to approve or reject segment verification requests.

October 22, 2024 Troubleshoot installation for a Pendo implementation that uses the install script

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

Plan your direct web implementation of Pendo using the install script

Added clarifications that highlight these articles are specific to an implementation of Pendo that involves inserting the install script directly into your application's code.
October 22, 2024

Roles and permissions

Added table format for the roles and permissions that are relevant to Listen.
October 8, 2024

Personalized Pendo homepage

Rewrote article and added new screenshots to describe customizable sections of the personalized homepage.

October 2, 2024

Web application settings

Extension application settings

Added descriptions for Engineer settings in the App Details tab of an application's settings.

October 1, 2024

Artificial intelligence (AI) at Pendo

Subscription settings

Updated information about the models used for different AI settings in Pendo.

September 27, 2024

Organization settings overview

Updated article to include information about new tabs in organization settings.

September 27, 2024

Troubleshoot sign-in issues

Restructured article and included section for SSO sign in issues.

September 26, 2024

Artificial intelligence (AI) at Pendo

Updated table to include information about the AI used for the new replay summaries and descriptions feature.

September 26, 2024

Subscription settings

Added two new settings and descriptions, one for activity timeout and one for replay summaries and descriptions.

September 24, 2024

Send data to multiple subscriptions

Article describing how to configure the browser extension to send application data to multiple subscriptions.

September 24, 2024

Retrieve Visitor ID through an IdP

Article describing how to configure the Pendo Launcher extension to retrieve Visitor ID from an OpenID Connect (OIDC).

September 17, 2024

Hostname list for Pendo subscriptions in restricted network environments

Added awstack.me to the host list, including location-based changes.

September 11, 2024

Roles and permissions

Added row in the default app-level roles table for Guide Creator permissions. Restructured information in the Listen permissions section. Added information about the permissions needed to create, edit, and share an ideas portal.

September 10, 2024

Implementation options

Updated to include information to clarify that Listen is available regardless of the installation method you choose, except idea tests, which aren't available for a Mobile SDK installation of Pendo.
September 4, 2024

Pendo's product feedback policy

Submit product feedback to Pendo

Updated to include information about Pendo's ideas portal.
September 4, 2024 Roles and permissions Updated to include permissions needed to add ideas to roadmaps in Listen.
September 3, 2024

Extension subscription settings

Retrieve Visitor ID through Okta

Retrieve Visitor ID through Microsoft Azure

Added information about new capability to identify visitor metadata through an identity provider like Okta or Microsoft Azure through the Extension tab in Settings > Subscription Settings.

August 27, 2024 Self-hosting the Pendo agent Updated terminology, phrasing, and styling to align with guidelines.
August 12, 2024 Content Security Policy (CSP) Added details about location-based changes to a CSP based on the data environment that a Pendo subscription is hosted in.
August 8, 2024 Troubleshoot sign-in issues

Added details about invalid and expired invitation links to a Pendo description for first admins of a subscription and for other users.

August 8, 2024

Bulk-delete accounts and visitors through the API

Opt out of tracking with DNP

Added information about how bulk deletion works and linked this out to information about visitors and accounts marked as "Do Not Process (DNP)". Updated the DNP article to include information that's relevant to bulk deletion requests.
August 8, 2024 Send data to multiple applications Updated article name, terminology, and framing to match how Pendo currently works for a direct implementation that sends data to multiple applications.
August 7, 2024

Artificial intelligence (AI) at Pendo

Pendo's AI principles

Added an Artificial intelligence (AI) section to the Security and privacy category of the knowledge base, including two new articles: one giving an overview of key concerns related to AI at Pendo, and one summarizing Pendo's AI principles.
July 30, 2024

Retrieve Visitor ID through Okta

Article describing how to configure the Pendo Launcher to retrieve Visitor ID through Okta for a browser extension implementation of Pendo.

July 30, 2024

Pendo agent debugger

Added instructions for accessing the Pendo agent debugger if you have a browser extension implementation of Pendo.

July 29, 2024

Set up SCIM in Pendo

Set up SAML for Okta

Set up SCIM for Okta

Organization settings overview

Added information about a new SSO tab in Settings > Organization settings for setting up SAML with SCIM.

July 23, 2024

Pendo agent debugger

Updates to the Guides tab section, including restructuring content and adding clarification.

July 22, 2024

Extension subscription settings

Article summarizing the subscription-level settings for a browser extension implementation of Pendo.

July 17, 2024

Manage segments

Updated screenshots and text to reflect the latest changes made to the segment details panel.

July 15, 2024

Automatic Feature tagging with custom HTML attributes

Clarified that new Features can be created after reaching the maximum limit by removing existing Features.

July 15, 2024

Install Pendo on a Salesforce digital experience

Direct installation options

Article with instructions for how to install Pendo on a Salesforce digital experience. This is also summarized and linked to from the overview article of direct web installation options that use the Pendo install script.

July 10, 2024

Supported browsers

Article outlining supported browsers and caveats for a direct web implementation of Pendo.

July 9, 2024

Page event properties

Clarified that newly added event properties can take up to 10 minutes to process before being available for tagging.

July 9, 2024

Manage internal users

Updated screenshots to reflect naming changes in Pendo.

July 9, 2024

Multi-app subscriptions

Added clarity around the architecture of multi-app subscriptions, including definitions and use cases.

July 9, 2024

Pendo's product feedback policy

Submit product feedback to Pendo

Re-written articles describing our product feedback policy and the different ways of submitting product feedback to Pendo.

July 5, 2024 Moderate the Discussion Forum

New article that details the responsibilities and expectations of Discussion Forum moderators.

July 5, 2024 Using CSS selectors in Feature tagging

Added a new section titled Nth-child considerations.

July 5, 2024 Identity management checklistTrack anonymous visitors across subdomains or apps

Updated articles to improve clarity for identity management setup.

June 29, 2024

Roles and permissions

Renamed the Analyst role to Tagging Editor for managing Pages, Features, and Track Events.

June 26, 2024

Identity management checklist

Identity management overview

Subscription settings

Updated articles to reflect recent updates to identity management, now generally available to all Analytics users.

June 20, 2024

Manage segments

Added an Export segment list section that explains how to download your list of segments.

June 18, 2024

Web application settings

Added information about the new Branding setting for web and extension applications.

June 18, 2024

HTML attributes in data collection

Clarified how to turn off automatic text capture for web applications and that text capture is turned off by default for extension apps.

June 14, 2024

Agent cookies and local storage

Update information about the impact of Google Chrome's third-party cookie restrictions on Pendo functionality.
June 12, 2024

Reseller Partner Program (RPP)

New article that provides an overview of our Reseller Partner Program.
June 11, 2024

Data collection and compliance

Added a Replay data section that summarizes how we handle events from Session Replay, and promoted the Availability and performance section of the article for findability.
June 7, 2024

Manage internal users

Updated content to match the UI for user settings, created a new section providing instructions for how to apply different user roles depending on application in a multi-app subscription, and restructured the article.
June 7, 2024

Roles and permissions

Updated content to match the UI for user settings.
June 4, 2024

Roles and permissions

Updated permissions for different user roles for Listen.
May 29, 2024

Unexpected postMessage events

New troubleshooting article that explains how to handle unexpected postMessage events.
May 28, 2024

 

Hostname list for Pendo subscriptions in restricted network environments

Hostname list for visitors in restricted network environments

Added the new hostname required to access the upcoming portal for Pendo Listen.
May 17, 2024

Generate a HAR file for troubleshooting

New article that outlines steps for generating a HAR file for troubleshooting purposes.
May 15, 2024

Take a tour of Pendo

Implementation options

Glossary

Subscription settings

Roles and permissions

Manage internal users

User Profile page in Pendo

Replaced references to Pendo Discover with the new product name, Listen.
May 13, 2024

MAU metrics

Article describing functionality of a new default tab for Organization Settings, allowing you to view your current active monthly users (MAU).
May 13, 2024

Organization settings overview

Added overview section for the MAU tab in Organization Settings.
May 13, 2024 Segments Added information about the ability to hover over event names within the segment builder to view details about a Page, Feature, or Track Event.
May 3, 2024 Add more web apps Article describing new functionality allowing you to add more applications to your subscription from Pendo settings.
April 25, 2024 Retrieve Visitor ID through Microsoft Azure Article describing how to configure the Pendo Launcher to retrieve Visitor ID through Microsoft Azure for a browser extension implementation of Pendo.
April 25, 2024 Install Pendo on canvas Power Apps Added details about using the Visual Design Studio for tagging within canvas Power Apps.
April 25, 2024 URLs for Page tagging Clarified that parameter values aren't case-sensitive.
April 22, 2024 Pendo for customer success Rewrote the article to include updated information and screenshots.
April 21, 2024 Navigate the Resource Center Moved the article to Welcome to Pendo > Resources, and updated it to include all currently available modules.
April 19, 2024 Send signed metadata with JWT Added information about historical metadata.
April 19, 2024 Webhooks Created troubleshooting section and added information about webhook error handling.
April 18, 2024

Data collection prevention strategies

Added section with information about clearing metadata on sign-out from computers with shared users.
April 18, 2024

Send signed metadata with JWT

Major updates to article as a whole.
April 18, 2024 Manage internal users New article dedicated to instructional content for inviting Pendo users, editing roles, and removing users.
April 18, 2024 Roles and permissions Moved instructional content to its own article (Manage internal users) and updated the Discover permissions section.
April 18, 2024 Web application settings Added information about two new cookie settings in application settings.
April 17, 2024 Deactivate mobile apps Article describing new functionality that allows you to remove mobile apps from your subscription.
April 17, 2024 Manage segments Added a new section titled Edit segment, improved styling, and added updated screenshots.
April 17, 2024 Advanced Feature tagging Updated the examples used in the Determine the quality of a Feature rule section, as well as the styling of selectors and links for consistency.
April 16, 2024 Tagging and viewing Pages Updated the Number of Visitors and Page Views table column definitions for accuracy.
April 16, 2024 Manage web apps Article describing how to view, turn off, and remove web apps from the Applications list in your subscription settings.
April 16, 2024 Deactivate extension apps Article describing new functionality that allows you to remove extensions apps from your subscription.
April 15, 2024

Organization settings overview

Added overview content for each of the tabs in Organization Settings.
April 10, 2024

Glossary

Added descriptions for the following terms: Application, Subscription, and Organization.
April 9, 2024

Identify visitors and metadata using a Salesforce component

Updated screenshots and terminology to match copy changes to Pendo settings. Updated article title.
April 9, 2024

Identify visitors and metadata through browser scripting

New article describing how to configure Visitor IDs and metadata through browser scripting for a browser extension implementation of Pendo.

April 9, 2024 Subscription settings Updates to reflect changes in copy, grouping, and order of Subscription Settings.
April 9, 2024

Web application settings

Extension application settings 

Updates to reflect changes in copy, grouping, and order of settings in the App Details tab of an application's settings.
April 9, 2024

Extension application settings 

Added new setting: Inject visitor identification function for browser scripting.
April 8, 2024

Tagging and viewing Pages

Tagging and viewing Features

Updated the articles to include the new Page ID and Feature ID table columns on the respective list pages.
April 4, 2024

Roles and permissions

Added information for the Contributor role for Discover. Updated references to Validate to Discover more generally.
April 3, 2024

Manage custom metadata fields

Export and automate PES data in Google Sheets

Export and automate visitor and account reports in Google Sheets

Updated articles to include relevant links for the JPN and US1 environments.
April 3, 2024

Security and privacy in Pendo

Added contact information for any security concerns or issues.
March 28, 2024

Install Pendo on canvas Power Apps

Added section at the bottom of the article describing the way in which the Visual Design Studio needs to be launched in canvas Power Apps.
March 28, 2024

Monthly active users (MAU)

Added a tip to exclude anonymous visitors from your MAU count if you suspect bot activity in your apps.
March 28, 2024

Security and privacy in Pendo

Added link to Data collection and compliance for readers looking for information about PII, storage, or availability and performance.
March 28, 2024

Glossary

Added new terms, cross-references, and bolding to all glossary term references. Added alphabetical grouping.
March 27, 2024

Exclude and Include Lists

Article restructured and information added about the list limit.
March 27, 2024

Mobile SDK data collection

Section added explaining text hashing in a Pendo for mobile implementation.
March 25, 2024

Pendo Launcher security and privacy

Disable extension apps

Updated screenshots in each article to reflect the visual changes made to the Pendo Launcher's Privacy Center.
March 25, 2024

Visitor details

Account details

Updated each article to reflect the recent changes made to the Feedback tab, which is now labeled Requests.
March 25, 2024

Mobile SDK data collection

Pendo mobile SDK and Apple's App Store privacy policy

Articles for mobile SDK revised and moved to the Security and privacy > Policies and considerations section of the Knowledge Base.
March 13, 2024

Configure organization CNAME

CNAME for Pendo

Twilio Segment integration overview

Updated each article to clarify that you must complete your CNAME setup in Pendo before you can add your CNAME content host using Segment's new Pendo Web (Actions) destination.
March 8, 2024

Configure on Chrome for macOS using Jamf

New article describing how to configure the Pendo Launcher extension on the Chrome web browser on a Mac computer using Jamf.
March 7, 2024

Install on Chrome for macOS using Jamf

New article describing how to install the Pendo Launcher extension on the Chrome web browser on a Mac computer using Jamf.
March 7, 2024

Conditionally initialize Pendo

Added warning about the use of custom code examples, which are freely provided by Pendo but aren't supported unless you have a custom service contract with Pendo.
March 6, 2024

Subscription settings

Added information about who can and can't turn AI features on and off, and under what circumstances.
February 28, 2024

Pendo SAML signing certificate update: April 19, 2027

Updated article, added context, and replaced static files with links.
February 27, 2024

Install Pendo on a single-page web application

Added expected output for pendo.validateEnvironment().
February 27, 2024

Install Pendo through Twilio Segment

Added information and instructions for customizing mappings between Segment and Pendo, and for how to migrate from the classic Segment integration to the new (Actions) integration.
February 27, 2024

Install Pendo on a single-page web application

Install Pendo on a multi-page web application

Added some considerations for initializing Pendo if using TypeScript instead of JavaScript.
February 27, 2024

Web application settings

Clarified dependencies between settings and fixed errors.
February 27, 2024

Global data hosting

New article summarizing Pendo's globally distributed public cloud infrastructure and data-hosting environments.
February 12, 2024

Roles and permissions

Updated roles and permissions for Discover. Updated terminology from "Validate" to "Discover".
February 10, 2024

Roles and permissions

Removed references to Engage. Moved permissions from Manage ideas in Validate to this article. Added row for deleting guide layouts to the App-level roles table.
February 9, 2024

Subscription settings

Added Discover information about AI functionality provided by the feedback summaries setting.
February 7, 2024

Install Pendo through Twilio Segment

Article describing how to use Segment to send data to Pendo.
February 6, 2024

Configure visitor and account metadata

Combined the Supported metadata format section with the Format metadata correctly section, and separated that section's content to detail supported formats generally, for dates, and for language fields.
February 5, 2024

Data collection and compliance

Updated headings and clarified details about frequency of transmission and guide display behavior under Availability and performance.
January 31, 2024

Extension application settings

Article summarizing the application settings for a browser extension implementation of Pendo.
January 31, 2024

Add extension apps

Merged content about accessing app details with information about checking the application installation. Added link to Extension application settings.

January 30, 2024

Glossary

Added a definition for a Load Event in Pendo.

January 30, 2024

Configure the Visual Design Studio for guides and tagging

Article describing the settings available in the Tagging & Guide Settings tab of Application Settings.

January 30, 2024

Subscription settings

Web application settings

Mobile application settings

Separate articles created for Subscription Settings and Application Settings (web and mobile).

January 30, 2024

Tagging and viewing Pages

Added a definition for the new Type column in Product > Pages.

January 24, 2024

Get started with Pendo

Added a section describing next steps after implementing Pendo.

January 23, 2024

Identify visitors using a Salesforce component

Fixed broken links and updated navigational instructions for Subscription Settings.

January 23, 2024

Install on Chrome for Windows using GPO

Configure on Chrome for Windows using GPO

Install on Edge for Windows using GPO

Configure on Edge for Windows using GPO

Four new articles providing instructions in installing and configuring Pendo through the Pendo Launcher using GPO.

January 23, 2024

Choose IDs and metadata

Added information about accepted field values and formatting for metadata sent to Pendo.

January 22, 2024

Tagging best practices

Updated the article to include a Product Area visualization, remove outdated screenshots, and simplify recommended naming conventions.

January 17, 2024

Tagging and viewing Pages

Tagging and viewing Features

Updated each article to mention the newly released ability to duplicate existing Pages and Features.

January 12, 2024

Pendo Launcher security and privacy

New article that outlines security and privacy considerations and policies that are specific to an extension implementation with the Pendo Launcher.

January 12, 2024

Security and privacy in Pendo

Data collection and compliance

Major updates to content and structure.

January 12, 2024

Choose IDs and metadata

Developer's guide to implementing Pendo using the install script

Added recommendations for characters to avoid in Visitor and Account IDs.

January 11, 2024

Tagging and viewing Pages

Tagging and viewing Features

Added details about adding and searching Page and Feature descriptions.

January 10, 2024

Agent cookies and local storage

Added details about cookie types and the impact of browser restrictions on the ability to use Pendo.

January 10, 2024

Content Security Policy (CSP)

Updated values for location-based changes to the sources specified in your CSP.

January 10, 2024

Developer's guide to implementing Pendo using the install script

Added details about installing Pendo on-premise.

January 8, 2024

Troubleshoot a direct Pendo installation

Updated article name and references to other articles.

January 5, 2024

Developer's guide to implementing Pendo using the install script

Plan your direct implementation

Restructured content.

January 5, 2024

Choose IDs and metadata

Clarified option for merging IDs through Pendo Support.

December 27, 2023

Choose IDs and metadata

Added background information about Visitor IDs, Account IDs, and metadata.

December 27, 2023

Configure visitor and account metadata

Updated introductory information to include references to implementation articles.

December 27, 2023

Customize metadata sent to Pendo with Active Directory (AD) scripts

New article describing how to pass data stored in your Active Directory (AD) to the Pendo Launcher extension for visitor identification in Pendo.

December 21, 2023

Use Okta Workflows for metadata sync

New article describing how to use Okta Workflows to push visitors and their metadata into Pendo.

December 21, 2023

Identify visitors using a Salesforce component

New article describing how to implement a custom JavaScript code block in Salesforce Lightning, with code samples included.
December 20, 2023

Uninstall from Chrome for Windows using GPO

New article describing how to remove the Pendo Launcher on a Windows Active Directory (AD) Network.

December 20, 2023

Configure on Chrome for macOS using configuration profiles

Configure on Chrome for Windows using Microsoft Intune

Configure on Edge for Windows using Microsoft Intune

Configure on Firefox for macOS using native manifest

Four new articles describing four different methods for configuring the Pendo Launcher browser extension based on your chosen browsers and operating systems. For an overview of options, see the IT guide to deploying the Pendo Launcher.

December 20, 2023

Install on Chrome for any OS using Google Admin console

Install on Chrome for macOS using configuration profiles

Install on Chrome for Windows using Microsoft Intune

Install on Edge for Windows using Microsoft Intune

Install on Firefox for macOS using configuration profiles

Install on Firefox for Windows or macOS using policies.json

Six new articles describing six different methods for installing the Pendo Launcher browser extension based on your chosen browsers and operating systems. For an overview of options, see the IT guide to deploying the Pendo Launcher.

December 20, 2023

IT guide to deploying the Pendo Launcher

New article for browser extension implementation of Pendo with instructions for your IT team to deploy the Pendo Launcher through device management. 

December 20, 2023

Plan your browser extension implementation

New article for planning a Pendo implementation using the Pendo Launcher browser extension.

December 20, 2023

Tagging and viewing Features

Updated the article to account for the latest changes made to the rule builder.

December 19, 2023

Get started with Pendo

Updated content to include information about the Pendo Launcher.

December 19, 2023

Components of the install script

New article summarizing the key components of the install script and providing a brief technical overview of how they work.

December 19, 2023

Migrating Pendo data to new subscriptions

New article describing how to set up your subscriptions to meet your specific needs of your organization as it grows.

December 19, 2023

Manually install the Pendo Launcher for testing and demoing

Instructions for manually implementing Pendo through the Pendo Launcher browser extension to a small group for testing and demonstration purposes.

December 19, 2023

Plan your direct implementation

Restructured and updated content to focus on the key considerations and steps to take before implementing Pendo.

December 19, 2023

Developer's guide to implementing Pendo using the install script

Restructured and updated content to focus on the key steps that your engineering team must take to install and configure Pendo for a direct implementation.

December 19, 2023

Take a tour of Pendo

New article providing an overview of Pendo functionality.

December 19, 2023

Implementation options

New article describing the use cases for the main installation and configuration options for implementing Pendo.
December 18, 2023

Choose IDs and metadata

New article providing guidance on how to choose Visitor and Account IDs, and the associated metadata, to pass to Pendo.

December 18, 2023

Configure for multi-level accounts

Configure for Feedback

Renamed and moved articles to a new section relevant to implementing Pendo using the install script. Find these articles in the left-side menu of the Knowledge Base under Direct implementation > Configure.

December 18, 2023

Custom HTML attributes

New article describing how to add custom HTML attributes for events that aren't captured by default and displayed in Pendo analytics.

December 18, 2023

Tagging and viewing Features

Tagging and viewing Pages

Track Events

Updated each article to reflect the latest changes to the header of the corresponding details pages.

December 14, 2023

Pendo installation troubleshooting

Added a potential cause for a No logged-in users error message. 

December 14, 2023

Install Pendo on a multi-page web application

Included example of output of {{pendo.validateInstall()}}:.

December 14, 2023

Install Pendo on a single-page web application

Install Pendo on a multi-page web application

Added links to advanced configuration options (Track Events and visitor and account metadata).

December 13, 2023

Add extension apps

New article describing the process of adding extension apps after installing and configuring Pendo on a third-party application with the Pendo Launcher.

December 13, 2023

Automatic Feature tagging with custom HTML attributes

Fixed broken link and removed unnecessary words.

December 11, 2023

Pendo Settings

Track anonymous visitors across subdomains

Updated the articles to account for the new Cookie domain setting available in app settings.

December 7, 2023

User Profile page in Pendo

New article describing functionality on the User Profile page in Pendo.

December 7, 2023

Hostname list for visitors in restricted network environments

Updated the title and introduction to accurately reflect that these guidelines are for your end users (visitors).

December 1, 2023

Tagging and viewing Features

Added information about the Type filter and column in the Features list.

November 29, 2023

Configure the Visual Design Studio for tagging

Created an article summarizing the main app-level configuration options for tagging with the Visual Design Studio in Subscription Settings.

November 27, 2023

Tagging and viewing Features

Added information about a new release for the Feature Rule Builder in the Visual Design Studio that allows users to access higher levels of the DOM tree for a selected element.

November 27, 2023

URLs for Page tagging

Added information about how ** works in Page tagging rules.

November 27, 2023

Pendo Settings

Added a pre-requisite setting that must be enabled for Collect Page Titles to work.

November 20, 2023

Pendo Settings

Added the new Enable cross-app cookies for consistent anonymous visitor identification setting.

November 17, 2023

Tagging and viewing Pages

Added detail about how often the Untagged Pages list updates.

November 17, 2023

Advanced Feature Tagging

Using CSS selectors in Feature tagging

Added detail about how to use the :contains rule in CSS selectors for Feature tagging.

November 16, 2023

Content Security Policy (CSP)

Article overhaul to include explanatory content and to restructure.

November 14, 2023

Automatic Feature tagging with custom HTML attributes.

Added section about how to delete automatically created Features and the consequences of this action.

November 13, 2023

Automatic Feature tagging with custom HTML attributes

Added best practices and created sections for instructions on how to enable, edit, and filter by automatically created Features.

November 8, 2023

Suggested Features

Tagging and viewing Features

Added information about the red and purple bounding boxes around UI elements when in tagging mode for Features.

November 3, 2023

Automatic Feature tagging with custom HTML attributes

HTML attributes in data collection

Moved section about automatic tagging with custom HTML attributes from HTML attributes in data collection to a dedicated article.
November 3, 2023 Roles and Permissions Added details about expected behavior in Pendo after a user is removed.
November 3, 2023 Upgrade your Pendo agent Updated information about the default agent compatibility setting, which is "Standards".
November 2, 2023 Agent cookies Updated wording, style, and structure of the article, added an introductory section about cookies and local storage in Pendo, and added details about the pendo_guides_blocked cookie.
November 2, 2023 Pendo Settings Removed setting that is no longer in the Pendo UI.
October 30, 2023 Feature Designer Heatmap (Visual Design Studio) Updated to represent new heatmap experience in the Visual Design Studio.
October 30, 2023 Suggested Features Documented updates to the Suggested Features offering in Pendo and removed references to closed beta.
October 23, 2023 Installation options Added summaries of and links to the following installation options: mobile apps and Microsoft Power Apps.
October 16, 2023

Install Pendo on canvas Power Apps

Install Pendo on model-driven Power Apps

New articles describing installation options using Microsoft Power Apps.
October 11, 2023

Data collection prevention strategies

Bot activity in your usage data

Updated information about "Do Not Process" (DNP). 
October 11, 2023

Opt out of tracking with DNP

New article for the "Do Not Process" (DNP) setting.
October 11, 2023 Data collection prevention strategies Added a section about an option for disabling the collection of specific events.
October 10, 2023

Suggested Features

New article for suggested Features functionality, currently in closed beta.
September 14, 2023

Tagging with the Visual Design Studio

Added information about functionality and settings for side-by-side mode.
September 8, 2023

Tagging with the Visual Design Studio

Tagging and viewing Pages

Tagging and viewing Features

Click Event properties

Added information about side-by-side mode for tagging Pages and Features with the Visual Design Studio.
September 8, 2023

Merging Features

Made significant updates to article content, flow, style, and structure.
September 7, 2023 Installation using signed metadata with JWT Added clarification that Visitor IDs and Account IDs must be strings.
September 7, 2023 Pendo installation troubleshooting Added another reason the "No API key configured" error message.
August 25, 2023

Roles and Permissions

Added section about removing internal users.
August 17, 2023

Pendo installation troubleshooting

Install Pendo on a single-page web application

Install Pendo on a multi-page web application

Removed installation troubleshooting content into it's own article. New article summarizes main issues with installing Pendo, how to diagnose them, and how to troubleshoot them.
August 17, 2023 Tagging and viewing Pages Added section on how to favorite Pages and how to view Page details. Added more details about filtering Pages, including using stars and product areas.
August 17, 2023 Tagging and viewing Features Added section on how to favorite Features, how to view Feature details, how to edit tagged Features, how to delete tagged Features, and how to download a CSV of Features. Added more details about filtering Features.
August 8, 2023

Content Security Policy (CSP)

Added information about hostnames for non-technical readers.
August 7, 2023

Advanced Feature Tagging

Anonymous visitors

Bulk delete accounts and visitors through the API

Developer's guide to installing Pendo

Install Pendo on a single-page web application

Multi-app subscriptions

Pendo in multiple environments for development and testing

Planning your Pendo installation

Tagging and viewing Pages

Using CSS selectors in Feature tagging

Added links to relevant Pendo Academy videos.
August 3, 2023

Install Pendo on a multi-page web application

New article describing how to install Pendo on a multi-page web application.
August 3, 2023

HTML attributes in data collection

Added section for auto-tagging features with custom HTML attributes, currently in closed beta.
August 2, 2023

Installation options

New article summarizing the various options for installing Pendo, including links to more detailed guidance.

August 1, 2023

Anonymous visitors

Content Security Policy (CSP)

Developer's guide to installing Pendo

HTML attributes in data collection

Installation using signed metadata with JWT

Install Pendo on a login page

Install Pendo through the Google Tag Manager

Multi-app subscriptions

Pendo Settings

Self-hosting the Pendo Agent

Suggested Pages

Tracking anonymous visitors across subdomains

Upgrade your Pendo agent

Updated instructions to reflect new applications functionality in Subscription Settings.

August 1, 2023 Security and Privacy Added instructions for how to find an app's API key.
July 31, 2023 Data collection prevention strategies New article summarizing various options of limiting data collection with Pendo.
July 11, 2023 URLs for Page tagging Added information about UTM parameters.
July 3, 2023 Tagging and viewing Pages Added clarification about the order of logic for include and exclude rules for tagging Pages in Pendo.
June 30, 2023

Tagging and viewing Features

Using CSS selectors in Feature tagging

Moved section about static CSS selectors in Tagging and viewing Features to Using CSS selectors in Feature tagging
June 30, 2023

Using CSS selectors in Feature tagging

Added limitations and replaced the FAQ nature of the article with the appropriate structure and style.
June 29, 2023 URLs for Page tagging Added section about overlapping and duplicate Page tags and the expected behavior.
June 22, 2023 Developer's guide to installing Pendo Removed outdated video.
June 21, 2023

Data mapping and data types in Pendo

Visitor and account metadata

Added information about supported date formats.
June 8, 2023 Tagging and viewing Pages Added information about how the Untagged URLs table works.
June 8, 2023 URLs for Page tagging Added information about the 100 limit for parameterized URLs.
June 8, 2023 Install Pendo in non-web view environments New article describing how to use track events to install Pendo on non-web view environments, such as desktop applications and point-of-sale software.
June 7, 2023 Add Pendo to an embedded third-party product New article describing how to add Pendo the the embedded part of product.
June 6, 2023 Suggested Pages Added detail about where data for the Suggested Pages table comes from.
June 6, 2023

Set up SAML with SCIM for Okta

Set up SCIM in Pendo

Added a note about which customers have access to SCIM and moved glossary from Set up SAML with SCIM for Okta to the more general article: Set up SCIM in Pendo 
June 5, 2023 HTML attributes in data collection Added detail about the Tagging Aid (end-of-life) and custom HTML attributes.
June 5, 2023 Developer's guide to installing Pendo Added a clarifying step for initialization.
June 5, 2023 Conditionally initialize Pendo Added more examples.
May 18, 2023 Content Security Policy (CSP) Added section about trusted types.
May 3, 2023 HTML attributes in data collection Change the title and headings, added introductory content, and added a section for excluding specific element tracking.
April 13, 2023

Webhooks

Added examples.
April 13, 2023

Developer's guide to installing Pendo

Planning your Pendo installation

Added size limit information for Visitor IDs.
April 12, 2023

Set up SAML with SCIM for Okta

Removed references to closed beta, updated screenshots, added information about a UI bug, added a recommended step (download a CSV), added a note about provisioning users, and added information about being unable to undo deleting a SCIM configuration.
April 12, 2023

Set up SCIM in Pendo

Removed references to closed beta, changed the name of the article, updated the requirements, added a recommended step (download a CSV), and added a note about supporting Okta as the IdP.
April 4, 2023

URLs for Page tagging

Tagging and viewing Pages

Moved information about URL syntax and examples from URLs for Page tagging to Tagging and viewing Pages.
April 4, 2023 URLs for Page tagging Updated title, removed references to Custom Match, and added content for Normalized URLs.
March 21, 2023 Bulk delete accounts and visitors through the API New article describing how to start the bulk-delete process through an API endpoint.
March 12, 2023 Install Pendo on a single-page web application Added information for apps using TypeScript about an adjustment to the install script. 
March 2, 2023 Suggested Pages Added information about sample URLs and included a new screenshot.
March 2, 2023 Security and Privacy Updated file size information, added information about click and focus events.
March 2, 2023

Install Pendo on a single-page web application

Planning your Pendo installation

SAML Single Sign-On (SSO) overview

Security and Privacy

Replaced language about SSL with TLS.
February 15, 2023

Content Security Policy (CSP)

Updated CSP rules for CNAME only.
February 13, 2023

Tagging and viewing Features

Added information about using up and down arrows to adjust the selection of a UI element to include a larger or smaller area in the Feature rule. 
February 1, 2023 Tagging and viewing Pages Added information about rule exclusions and provided examples of Page tagging syntax.
January 24, 2023 Suggested Pages Added information about URL queries and fragments.
January 18, 2023 Developer's guide to installing Pendo Added clarifying details about null values. 
January 17, 2023 Tagging and viewing Features Updated name of the Rule Builder and added screenshots.
January 11, 2023 Content Security Policy (CSP) Added details to CSP for CNAME only section.
January 7, 2023 Tagging with the Visual Design Studio Made major updates to the style and structure of the article.
January 7, 2023 Tagging and viewing Features Added information about the new Custom Rule Builder and made updates to the structure and style of the article.
January 6, 2023 Tagging and viewing Pages Made major updates to the style and structure of the article.
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