Pendo platform document history

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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
1 December 2023

Tagging and viewing Features

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

29 November 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.

27 November 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.

27 November 2023

URLs for Page tagging

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

27 November 2023

Pendo Settings

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

20 November 2023

Pendo Settings

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

17 November 2023

Tagging and viewing Pages

Added detail about how often the Untagged Pages list updates.

17 November 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.

16 November 2023

Content Security Policy (CSP)

Article overhaul to include explanatory content and to restructure.

14 November 2023

Automatic Feature tagging with custom HTML attributes.

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

13 November 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.

8 November 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.

3 November 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.
3 November 2023 Roles and Permissions Added details about expected behavior in Pendo after a user is removed.
3 November 2023 Upgrade your Pendo agent Updated information about the default agent compatibility setting, which is "Standards".
2 November 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.
2 November 2023 Pendo Settings Removed setting that is no longer in the Pendo UI.
30 October 2023 Feature Designer Heatmap (Visual Design Studio) Updated to represent new heatmap experience in the Visual Design Studio.
30 October 2023 Suggested Features Documented updates to the Suggested Features offering in Pendo and removed references to closed beta.
23 October 2023 Installation options Added summaries of and links to the following installation options: mobile apps and Microsoft Power Apps.
16 October 2023

Install Pendo on canvas Power Apps

Install Pendo on model-driven Power Apps

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

Data collection prevention strategies

Bot activity in your usage data

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

Opt out of tracking with DNP

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

Suggested Features (closed beta)

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

Tagging with the Visual Design Studio

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

Merging Features

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

Roles and Permissions

Added section about removing internal users.
17 August 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.
17 August 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.
17 August 2023 Tagging and viewing Features Added section on how to favorite Feature, 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.
8 August 2023

Content Security Policy (CSP)

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

Install Pendo on a multi-page web application

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

HTML attributes in data collection

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

Installation options

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

1 August 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.

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

Using CSS selectors in Feature tagging

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

Data mapping and data types in Pendo

Visitor and account metadata

Added information about supported date formats.
8 June 2023 Tagging and viewing Pages Added information about how the Untagged URLs table works.
8 June 2023 URLs for Page tagging Added information about the 100 limit for parameterized URLs.
8 June 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.
7 June 2023 Add Pendo to an embedded third-party product New article describing how to add Pendo the the embedded part of product.
6 June 2023 Suggested Pages Added detail about where data for the Suggested Pages table comes from.
6 June 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 
5 June 2023 HTML attributes in data collection Added detail about the Tagging Aid (end-of-life) and custom HTML attributes.
5 June 2023 Developer's guide to installing Pendo Added a clarifying step for initialization.
5 June 2023 Conditionally initialize Pendo Added more examples.
18 May 2023 Content Security Policy (CSP) Added section about trusted types.
3 May 2023 HTML attributes in data collection Change the title and headings, added introductory content, and added a section for excluding specific element tracking.
13 April 2023

Webhooks

Added examples.
13 April 2023

Developer's guide to installing Pendo

Planning your Pendo installation

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

Content Security Policy (CSP)

Updated CSP rules for CNAME only.
13 February 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. 
1 February 2023 Tagging and viewing Pages Added information about rule exclusions and provided examples of Page tagging syntax.
24 January 2023 Suggested Pages Added information about URL queries and fragments.
18 January 2023  Developer's guide to installing Pendo Added clarifying details about null values. 
17 January 2023 Tagging and viewing Features Updated name of the Rule Builder and added screenshots.
11 January 2023 Content Security Policy (CSP) Added details to CSP for CNAME only section.
7 January 2023 Tagging with the Visual Design Studio Made major updates to the style and structure of the article.
7 January 2023 Tagging and viewing Features Added information about the new Custom Rule Builder and made updates to the structure and style of the article.
6 January 2023 Tagging and viewing Pages Made major updates to the style and structure of the article.
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