To get usage data and send messages in-app, a Pendo admin user must create at least one extension app in Pendo. An application in Pendo corresponds to a specific website that you plan to overlay Pendo guides on and gather analytics from.
Adding an extension app turns on the Pendo Launcher for that application, and tells Pendo where to track analytics and deliver guides. You must add an extension application in Pendo for every website that you want to run Pendo.
Create a new extension app
Applications are managed in Settings > Subscription Settings > Applications. From here:
- Select + Add Extension App in the top-right corner of the page.
- Enter an App Name.
- Specify an Extension Platform Type. For information about the options, see Extension platform types in this article.
- Add Websites that you want to collect data and deploy guides on. For information on where to find the domain name needed for this step, see Find your domain names in this article.
- Select Save to add the application to the list.
After you submit the form, Pendo checks that none of the domains of the new application conflict with other applications. If there’s a conflict, the new extension application doesn’t save.
Extension platform types
During the process of creating a new extension app, you can choose from the following extension platform types: Salesforce, Workday, Outreach, or Other. Salesforce, Workday, and Outreach receive pre-tagged Pages and Features.
Additionally, these platform types have certain settings enabled by default. You can turn off some of these settings in Pendo when you make a new app or after you add the app to your subscription. For more information, see Pendo Settings.
Salesforce
When Salesforce is chosen as the Extension Platform Type, meaning that Pendo is deployed on Salesforce through the Pendo Launcher, the following specific HTML attributes are also captured. For information on how to edit HTML attributes, see Custom HTML attributes.
- name
- data-component-id
- data-aura-class
- role
- label
- placeholder
- contains
- alt-text
- title
- aria-*
The following HTML attributes are excluded:
- Class exclusions: sc-*
- ID exclusions: content_*
The following settings are on by default:
- Collect Page titles
- Sibling selectors
For information about these settings, see Extension application settings.
Outreach
When Outreach is chosen as the Extension Platform Type, meaning that Pendo is deployed on Outreach through the Pendo Launcher, the following specific HTML attributes are also captured. For information on how to edit HTML attributes, see Custom HTML attributes.
- label
- data*
- type
Workday
There aren't any specific HTML attributes captured when Workday is selected as the Extension Platform Type.
The following settings are on by default:
- Collect page titles
- Sibling selectors
For information about these settings, see Extension application settings.
Find your domain names
You update the list of websites tracked with the domains for your web applications. For example, your Salesforce application might be configured by including the example.force.lightning.com
domain. To find your domain name or additional domains that you can use to add your extension app:
- Open your application.
- Right-click the extension icon (Pendo chevron logo next to the address bar).
- Select Show Debug Info.
- Select Show Configuration Info.
- Copy the value for App Hostname.
Don’t add the following to the domain:
- The protocol, such as
http://
orhttps://
. - The path, such as
/home
or/admin/app/123?tab=details
.
If you add these additional details, the new extension application doesn’t save.
Add and edit domains
To add more domains to an existing application or to edit existing domains for an application:
- Go to Settings > Subscription Settings > Applications.
- Select your application from the list. The App Details tab is open by default.
- Hover over the Websites row and select the edit icon.
- Add more domains or edit existing ones as needed.
Check the app installation
It can take a couple of hours for the extension application to sync with the Pendo Launcher.
To verify that Pendo is installed on your extension application, open your app in a new tab. The Pendo Launcher's chevron logo turns pink if Pendo is capturing data. If the logo isn’t pink when you open your app, select the Pendo logo and then select Show Debug Info > Show Configuration Info > Re-fetch Extension Settings. This manually prompts Pendo to start collecting event data.
The application is considered “installed” when it receives its first event. When Pendo receives the first event for an application, a green Installed label appears in the application’s row of the Applications list in Settings > Subscription Settings.
Open the application from the list to access the application settings. The App Details tab is open by default. For a description of this information and settings, see Extension application settings.