This article summarizes subscription-level extension settings, which you can access from Settings > Subscriptions Settings > Extension. For application-level extension settings, see Extension application settings.
If you have a browser extension implementation of Pendo, deployed using the Pendo Launcher, the Extension tab provides:
- Under Install instructions, your extension app API key, which is the identifying key for your subscription.
- Under Preferences, settings for identifying visitor metadata through browser scripting or through an identity provider (IdP).
Install instructions
This section shows you the API key needed for a Pendo Launcher (browser extension) implementation and provides a link to the relevant documentation.
The API key is your unique subscription identifier. It's used to connect your subscription to the Pendo Launcher Extension. It looks something like the following:
{
"APIKey": {
"Value": "c022bb1e-676d-4c58-731c-caf13fe12a89"
}
}
For more information about how to use this key to link your extension implementation to your subscription, see the IT guide to deploying the Pendo Launcher.
Preferences: Set visitor metadata through browser scripting
The Set visitor metadata through browser scripting setting is an alternative method for configuring the Visitor ID for the Pendo Launcher browser extension. This method redirects visitors to a login page that's created, set up, and maintained by your team. This method requires the ability to modify the JavaScript code for all apps where this method is used. For an example using Salesforce, see Identify visitors using a Salesforce component.
Selecting Set visitor metadata through browser scripting reveals more information and options:
- Code snippet. This is the JavaScript code needed to identify your users for Browser Scripting.
- Identification app URL. This defines the URL of the application you’re setting up browser scripting for.
- Show privacy awareness banner. This reveals further options for communicating with your visitors with a privacy message, including: Headline, Body Text, Logo URL, Background Color, Learn More Text, and Learn More URL.
Select Save configuration when you're done.
Preferences: Use IdP for visitor identification
The Use IdP for visitor identification setting is an alternative method for configuring the Visitor ID for the Pendo Launcher browser extension. Turning on this setting reveals more inputs for you to configure, which differ depending on the identity provider that you choose:
- Microsoft Azure, which prompts you to enter a Client ID, Tenant ID, and Visitor ID key. For details, see Identify visitors and metadata through Microsoft Azure.
- Okta, which prompts you to enter a Client ID, Okta domain, and Visitor ID key. For details, see Identify visitors and metadata through Okta.
- Other OIDC Provider, which prompts you to enter a Client ID, discovery URL, and Visitor ID key. For details, see Identify visitors and metadata through an IdP.
Optionally, you can also choose to retrieve metadata along with Visitor ID and prompt anonymous visitors to sign in.
After choosing all the relevant settings in this section, select Save configuration.
Retrieve metadata along with Visitor ID
Turning on this setting allows you to identify metadata through the identity provider alongside the Visitor ID.
When you turn on this setting, you're also given the option to Choose visitor metadata. Select Choose values to open a dropdown menu of available values to use as metadata in Pendo. Select the profile values in your identity provider that you want to include as visitor metadata.
If you don't choose visitor metadata, the default is to include all profile values provided by your identity provider as visitor metadata in Pendo.
If you've already chosen visitor metadata, the button updates from Choose values to Update values. To revert to the default, select Update values to open the dropdown menu and then choose Clear and Apply.
To revert back to your last configuration, for example, if you had different values selected that you want to go back to, select Update values to open the dropdown menu and then choose Reset and Apply.
Prompt anonymous visitors to sign in
Turning on this setting allows you to prompt the visitor to sign in using the identity provider that's set up for your organization. If the Pendo Launcher can't retrieve a Visitor ID, the visitor is taken to the identity provider's login page to sign in.
When you turn on this setting, you can also set the Prompt frequency. This allows you to choose how frequently (in days) you want to prompt the visitor to sign in again. After a visitor is successfully identified, they aren't re-prompted to sign in again until the time that you specify here has passed.