Tagging best practices

This article reviews our recommended best practices for Page and Feature tagging.

Use Product Area colors to organize

Product Areas allow you to label and group similar areas of your product for filtering and color-coding in data visualizations throughout Pendo. This helps you quickly look at behavior analytics and guidance for the parts of the product you're responsible for.

Think about your product and how it's organized. Create Product Areas corresponding to the identified sections within your app and assign designated colors for improved visualizations and quick navigation within Pendo.

Use consistent formatting for event names

A shared naming convention promotes consistency, clarity, and efficient collaboration within the Pendo platform. Administrators play a pivotal role in establishing a naming convention for Pages and Features, ensuring its strict adherence by anyone with tagging permissions.

For the naming convention to be useful, it must not only be adopted by other Pendo users in your company creating tags but also adhere to a level of descriptiveness so that someone who didn’t tag the Page or Feature would know what it refers to.

When naming Pages, provide a clear indication of their location within the application. Here are some naming convention examples for Pages based on the Pendo app:

[Module] | [Page Name]

Behavior | New funnel

Guides | Ordering

Replay | Replay player

Listen | Validate ideas

For Features, ensure other Pendo users understand their location and function without needing to review the selection rules. Here are some naming convention examples for Features based on the Pendo app:

[Page] | [Action]

Funnels list | Create funnel

Guides Ordering | Guide throttling

Replay player | Playback speed

Validate | Create idea

No matter what naming convention you choose, be concise, prioritize descriptiveness, and consider employing abbreviations for efficiency.

Add descriptions

Adding descriptions to your tags enhances the clarity and searchability of your tagged events within Pendo. Descriptions provide context, helping you and other Pendo users quickly understand the purpose and functionality of each tag, facilitating better collaboration and data analysis.

You can add descriptions when tagging new Pages and Features and when viewing the details page for an existing Page or Feature using the Description field. Adding a description allows you to:

• Search by the description value on the list page for Pages, Features, and Track Events.
• View the description when hovering over event details across Pendo.
• View the description in the tables for Pages, Features, or Track Events on the respective list page. To do this, navigate to Product from the left-side menu, select the appropriate event type page, select the Manage columns icon in the top-right corner of the table, and add the Description column.

When adding descriptions, we recommend being concise yet informative, using clear and consistent language, incorporating relevant keywords, and reviewing and updating them regularly.

Additional tips

• Start small, such as 20 to 30 Pages and 5 to 10 key Features.
• Consider clearly differentiating exploratory tagging from key value drivers.
• For Feature tagging, start with key value drivers related to team goals.
• Perform exploratory tagging on an ad-hoc basis.
• Clean up unused Pages and Features every few months.