Tagging and viewing Pages

Pages are managed in Product > Pages, which you can find in the left-side navigation.

Tag Pages to track how many people are using your app, where they spend most of their time, and how frequently they return. Tagging Pages is also important for tagging Features and creating Guides. Specifically, tag Pages to:

  • See how your end-users are using the application.
  • Monitor the traffic on Pages. 
  • Limit Feature tag track clicks to certain Pages.
  • Set a guide to only display on a certain Page.

Page tagging rules

Pendo tags Pages based on rules. Page tagging rules match the structure of a website URL, but they cut out the parts you don't need and identify the parts you do. To tag Pages, you provide the URL you want to tag, and then edit the rule to capture or exclude variations of the URL.

A Page in Pendo represents a URL in your app. A URL has several parts. For example: https://app.example.com/category/user/profile.html

  • "https://" is the scheme. This tells Web servers what to do when they access a website.
  • "app" is the subdomain. This groups different parts of a website that share a domain.
  • "example.com" is the domain. This is the most recognizable part of the URL, and consists of two parts: the second-level domain and top-level domain; these are often combined and referenced together for simplicity.
  • "category/user/profile.html" is the path. This identifies certain content or folders in the domain. Everything after the domain is the path. 
  • "/category/" is the subfolder, sometimes called a subdirectory or folder, similar to a folder on your computer.
  • "/profile.html" is a page. This is an endpoint with content. It can have different extensions for different file types or simply end with a forward slash

Page rules rely on standard URL syntax, such as wildcards (*) to make substitutions and `contains` to look for specific strings. For more information, see Understanding URLs for Page Tagging.

Note: Pendo defaults to hiding your domain with a wildcard (*). This is because you might have Pendo installed in multiple environments (staging, testing, and prod) and the wildcard helps you avoid tagging everything again in each environment.

Page rules allow you to edit what Pendo counts towards a Page view, such as variations of the same URL. You can use multiple rules to do this. For example, you might want Pendo to treat multiple URLs in your application as the same Page for Analytics and Guide targeting. If you have access to Pendo Academy, see Tagging Pages in Pendo with Multiple Page Rules for a video walkthrough.

Tag Pages

There are three ways to tag Pages in Pendo:

  • Tagging Suggested Pages in the Pendo UI.
  • Tagging Untagged URLs in the Pendo UI.
  • Tagging URLs in your application with the Visual Design Studio.

Suggested Pages

In Pendo, navigate to Product > Pages to see untagged URLs that appeared in your events in the last five days. For instructions on how to tag these URLs, and how to activate or deactivate the Suggested Pages feature, see the Suggested Pages article.

suggestedpagetable.png

Untagged URLs

In Pendo, navigate to Product > Pages > Untagged URLs to see what Pages haven't been tagged. To tag a URL:

  1. Select Tag URL next to the untagged URL you want to tag.
  2. Create a descriptive name so that others will know what you're referring to.
  3. Add the Page to a Product Area using the dropdown menu.
  4. Under Selection Rules, choose one of the following methods for creating a rule: Suggested Match, Exact Match, Rule Builder, or Custom URL. For guidance, see Selection Rules in this article.
  5. Select Save to add the Page to your Pages list.

You can also add additional rules after you’ve created the Page by opening it from the list in Product > Pages and editing the Rule section.

UntaggedUrls1.png

With the Visual Design Studio

You can tag a URL (Page) within the application itself with the Visual Design Studio. In Pendo, navigate to Product > Pages and then: 

  1. In the top-right corner, select Manage Pages In-App.
  2. Enter the URL of the target page of your application into the Web App text field.
  3. Select Launch Designer. This loads the Visual Design Studio over the page in your application.
  4. In the Page tab of the Visual Design Studio, select Tag Page.
  5. Select Create New Page.
  6. Enter a descriptive name that’s in line with your company naming convention so that others will know what you're referring to.
  7. Assign a Product Area to the Page using the dropdown menu.
  8. Under Selection Rules, choose one of the following methods for creating a rule: Suggested Match, Exact Match, Rule Builder, or Custom URL. For guidance, see Selection Rules in this article.
  9. [Optional] Add more rules if required using the + New Selection Rule button. You can also add additional rules after you’ve created the Page by opening it from the list in Product > Pages and editing the Rule section.
  10. Select Save to add the Page to your Pages list.

UntaggedURLS_option2.png

Selection Rules

Page Selection Rules define the content and structure of the Page URL that Pendo interprets to tag your Pages. At the top of every hour, Pendo matches raw events generated by end-user actions taken in your application against your rules for tagging a Page. 

When tagging a Page in the Visual Design Studio, you have the following options for creating rules under Selection Rules

  • Suggested Match. This is the automatic rule created by Pendo. Sometimes, this doesn’t ideally capture what you need it to, which is why we’ve created the following additional options for creating rules.
  • Exact Match. This gives you the most control over what’s included in the Page tag, but covers fewer variations, such different sections in the same page as indicated by a hashtag symbol (#) at the end of the URL.
  • Rule Builder. This helps you create a rule by giving you the option to apply <Ignore>, <Ignore after>, or <Contains> statements to each element of the URL you provided for tagging.
  • Custom URL. This allows you to create a rule using standard URL syntax. For more information, see the Supported URLs section of Understanding URLs for Page Tagging.

TagPage.png

If standard URL syntax is insufficient, you can add multiple selection rules for tagging a Page. When a tagged page has multiple rules, Pendo interprets them as a series of OR statements. The page URL must match at least one of the rules. If the page URL matches multiple rules on the page tag, it only counts as one view.

Tip: Use parameters in your Page tag. A parameter allows you to ignore specific values and to view what those values are in the Page tag data. For example, if you want to see what channels are most popular even though there are too many to tag, you can implement a parameter rule for channels. A parameter rule in your Page tag may look something like appname.com/channel/*parameter*. To learn more, see the Parameterized URLs section in Understanding URLs for page tagging.

There isn't a right or wrong way to tag a Page. Sometimes you want to group all usage in an area of your app in a single tagged page. Other times you want usage for a single page. You can tag both to see the data you want. Overlapping or duplicate tags won't compete. Rather, overlapping and duplicate tags both tag and count the same event.

For a real world example of overlapping tags, we have Pendo installed over our Help Center. The base domain support.pendo.io is tagged as a page to track usage of the entire website as a single page. Each article is also tagged as a page to track usage of a single article. Being able to target a single Pendo page that represents usage of the entire app is a Pendo shorthand that's helpful in segments and reports.

Validate Page rules

There are two ways to validate your rules:

  • In the details of the Page, which you can find by finding and opening the Page in Product > Pages and selecting Test Rule next to the rule or rules you created for that Page.
  • In Visual Design Studio, navigate to different Pages in your application to see which URLs match which Pages in Pendo.

When testing URLs, include some that should match the rule and some that shouldn’t to ensure your Pages only match the URLs you intend them to match.

View tagged Pages

To view tagged pages, navigate to Product > Pages. The Page list provides an overview of your tagged Pages in a table view. In this list, you can see all tagged Pages and the following information about these Pages depending on the columns you choose for the table. 

  • Name. The Page name. This can be edited in the Page details when you select the Page name.
  • Rules. The rules behind the Page tag.
  • Time Per Day. The average time per day (in minutes) that Visitors spent on the page.
  • Created Time. The date and time that the Page was originally tagged.
  • Created By. The Pendo user who originally tagged the Page.
  • App. The application that the Page is assigned to.
  • Product Area. The Product Area that the Page is assigned to or “No Product Area” if none was assigned.
  • Last Updated Time. The date and time the Page rules were last updated. Any modification to the Page rules revises the last updated time.
  • Last Updated By. The Pendo user that last updated the Page.
  • Number of Visitors. The number of unique Visitors that have visited the Page within the segment and date range specified at the top of the page.
  • Number of Accounts. The number of unique Accounts that have visited the Page within the segment and date range specified at the top of the page. For example, if two unique Visitors from a single unique Account visit the Page, the total number of Accounts would be one.
  • Number of Page Views. The total number of views of the Page from all Visitors within the segment and date range specified at the top of the page.
  • Core Event. If the page has been selected as a Core Event, the label ‘Core’ will display here. To learn more about Core Events, see ‘Set up Core Events’.

To customize columns, select the Manage Columns icon in the top-right corner of the list. In the window that opens, you can add, remove, and move columns in the table.

Tip: Add the Rule column to your lists of Pages to see what rules are behind the tags without having to open the details of each Page in the list.

Download a CSV file of Pages

To download a comma-separated values (CSV) file of the data in your table of Pages, navigate to Product > Pages, and select the Download icon in the top-right corner of the list, next to the Manage Columns icon. This automatically downloads a CSV file of your Pages.

Frequently Asked Questions

Should URLs from excluded domains/server hosts appear in the Untagged URLs section?

Yes. Even if a particular server host/domain is part of the Exclude List, untagged URLs from that environment still appear in the Untagged URLs section. This is correct behavior because Pendo is still collecting data from those environments. For more information, see Listing 101: Exclude and Include Listing.

How often is the Untagged URLs section refreshed?

The Untagged URLs section refreshes to show all URLs that meet both of the following two conditions:  

  • Pendo has received events from the URL over the last 7 days.  
  • The URL doesn’t match one of the existing Page rules.