Tagging and viewing Pages

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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 in Pendo and creating guides. Specifically, tag Pages to:

  • See how your visitors are using the application.
  • Monitor the traffic on Pages. 
  • Limit Feature click tracking to certain Pages.
  • Set a guide to only display on a certain Page.

Page tagging overview

To create Page tags in Pendo (also known as "tagging Pages"), you provide the URL you want to tag, which you can then edit to capture or filter out variations by creating Page rules as appropriate. For more information about creating Page rules, see URLs for Page tagging.

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

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

Page tagging rules

Pendo tags Pages based on rules. Page rules define the content and structure of the URLs that Pendo interprets to tag your Pages. At the top of every hour, Pendo matches raw events generated by visitor actions taken in your application against your rules for tagging a Page.

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. Page rules rely on standard URL syntax, such as wildcards (*) to make substitutions and contains to look for specific strings. For guidance on how to edit these rules, including examples, see the URLs for Page tagging article.

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

Tag Pages

There are three ways to tag Pages in Pendo:

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

Suggested Pages

In Pendo, navigate to Product > Pages to view 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 Suggested Pages.

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Untagged URLs

In Pendo, navigate to Product > Pages > Untagged URLs to see what URLs in your app haven't been tagged as Pages in Pendo. This lists all of the URLs where Pendo is installed that have produced Page View Events that didn't match any existing Page tagging rules.

Pages_UntaggedURLs.png

The timeframe for the list of untagged URLs depends on the subscription or application selection in the filter at the top of the page. This choice changes the start time for the Untagged URLs table because these can have different event rates.

For example, All Apps is likely to have a higher event rate than specific apps you choose. To account for this, the timeframe for the Untagged URLs table when All Apps is selected starts from 168 hours in the past up to the present moment. When you select a specific app, the timeframe starts from 168 hours before the time of the last recorded event for that application. The maximum number of events queried for the Untagged URLs table is 2.5 million.

To tag a URL in the Untagged URLs table:

  1. Select Tag URL next to the untagged URL you want to tag.
  2. Create a descriptive name that aligns with your company's naming convention for Pendo Pages.
  3. Assign 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 Page rule options in this article.
  5. Select Save to add the Page to your Pages list.

Untagged_Pages.png

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

With the Visual Design Studio

You can tag a URL within your application using the Visual Design Studio.

VDSTagPage.png

In Pendo, navigate to Product > Pages and then: 

  1. In the top-right corner, select Tag Pages.
  2. Enter the URL of the target page of your application into the text field.
  3. Choose a tagging mode: Tag side-by-side or Tag in an overlay. For more information, see Tagging with the Visual Design Studio.
  4. Select Launch Designer to load the Visual Design Studio.
  5. In the Page tab of the Visual Design Studio, select Tag Page.
  6. Select Create New Page at the top of the Visual Design Studio.
  7. Enter a descriptive name that follows your company's naming convention for Pendo Pages.
  8. Add a description, up to 280 characters, so that others know what URL you're referring to in your app.
  9. Optionally, assign a Product Area to the Page using the dropdown menu.
  10. Create "include rules" using one of the following methods for creating include rules: Suggested Match, Exact Match, Rule Builder, or Custom URL. For guidance, see Include rules in this article. A Page must consist of at least one include rule.
  11. Optionally, create "exclude rules" using either the Rule Builder or Custom URL to exclude URLs from the Page you're creating. For guidance, see Exclude rules in this article.
  12. Optionally, add more rules as appropriate using the + New Include Rule and + New Exclude Rule buttons. You can also add additional rules after you’ve created the Page by opening it from the list in Product > Pages and editing the Include Rules and Exclude Rules section.
  13. Select Save to create your Page and add it to your Pages list.
  14. Close the Visual Design Studio using the Exit button. This is in the bottom-left of side-by-side mode, and in overlay mode, in the top-right or bottom right of the page you're on depending on where you have the action bar.

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Page rule options

Page rules allow you to edit what Pendo counts towards a Page view, such as variations of the same URL. For example, you might want Pendo to treat multiple URLs in your application as the same Page for analytics and guide targeting. You can use multiple rules to do this.

Visit the Pendo Academy for guidance on tagging Pages in Pendo with multiple Page rules. 

You can create both include and exclude rules. Include rules filter URLs to include only those that match the URL patterns you define for the Pendo Page you're creating. Exclude rules prevent URLs that match the URL patterns you define from being included in the Pendo Page you're creating.

If a Page tag consists of both Include Rules and Exclude Rules, Pendo first checks whether a URL matches any exclude rules, preventing any views of that URL from being counted towards the Page view data. Pendo then checks for matches against include rules, counting any remaining URLs that match any of the include rules towards the Page view data.

Include rules

You must create at least one Include Rule to tag a Page. Include rules define what URL patterns to capture in a Page. When tagging a Page in the Visual Design Studio, you have the following options for creating an Include Rule:

  • 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 as 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>, <Parameter>, or <Contains> statements to elements of the URL you provided for tagging. For an explanation of what these options are, see the URLs for Page tagging article.
  • Custom URL. This allows you to create a rule using standard URL syntax. For more information, see the URLs for Page tagging article, which includes examples.

Include_Page_Rules.png

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

Tip: Use parameters in your Page tagging rules. 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 might look like appname.com/channel/*parameter*/. To learn more, see the Parameterized URLs section in URLs for page tagging.

Exclude rules

Exclude rules are optional, and are additional to include rules. Exclude rules filter out URLs so that the Page doesn't include any URLs that match the patterns defined by the rules. When tagging a Page in the Visual Design Studio, you have the following options for creating an Exclude Rule

  • Rule Builder. This helps you create a rule by giving you the option to apply <Ignore>, <Ignore after>, <Parameter>, or <Contains> statements to elements of the URL you provided for tagging. For an explanation of what these options are, see URLs for Page tagging.
  • Custom URL. This allows you to create a rule using standard URL syntax. For more information, see URLs for Page tagging, which includes examples.

Exclude_Page_Rules.png

If standard URL syntax is insufficient, you can add multiple exclude rules, which Pendo interprets as a series of OR statements. A URL that matches any of the exclude rules isn't included in the Page you create.

Validate Page rules

There are two ways to validate your rules:

  • In the details of the Page, which you can find by locating and opening the Page in Product > Pages. Select Test Rule next to the rule or rules you created for that Page.
  • In the Visual Design Studio, open 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 the following information about these Pages depending on the columns you choose for the table. 

  • Name. The Page name. You can edit this in the Visual Design Studio or by opening the Page details from the Pages list and selecting the name at the top of the page.
  • Description. The Page description. You can edit this in the Visual Design Studio or by opening the Page details from the Pages list and selecting the description (or Add a description if no description exists) at the top of the page.
  • Core Event. If the Page has been selected as a Core Event, the label "Core" displays here. For more information about Core Events, see Set up Core Events.
  • App. The application that the Page is assigned to. You can't edit this.
  • Product Area. The Product Area that the Page is assigned to, or “No Product Area” if none was assigned. You can edit this in the Visual Design Studio or by opening the Page details from the Pages list and selecting the Product Area dropdown at the top of the page.
  • Include Rules. The include rules added to the Page, which define what URL patterns to capture. You can edit this in the Visual Design Studio or by opening the Page details from the Pages list in the Details section at the top of the page.
  • Exclude Rules. The exclude rules added to the Page, which define what URL patterns to filter out of Page data. You can edit this in the Visual Design Studio or by opening the Page details from the Pages list in the Details section at the top of the page.
  • Number of Visitors. The number of unique visitors who 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 1.
  • 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.
  • Time Per Day. The average time per day (in minutes) that visitors spent on the page.
  • Last Updated By. The Pendo user that last updated the Page.
  • Last Updated Time. The date and time the Page rules were last updated. Any modification to the Page rules revises the last updated time.
  • Created By. The Pendo user who originally tagged the Page.
  • Created Time. The date and time that the Page was originally tagged.
  • Type. The type of Page. This can be Custom (created by you or your team), Inherited (from Pendo or from a parent account), or Inactive (inherited with some analytics not being collected, but the Page can still be used for guides).

Search the table by name, description, include rules, and exclude rules.

Customize columns

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.

Pages_ManageColumns.png

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.

Filter the list of Pages

There are filters above the Page list that you can use to modify the list in the table view:

Filter Description
Segment

The default is Everyone. Use the dropdown to select either a segment or select + Create New Segment at the bottom of the menu.

Date range Use the dropdown to choose from predefined values, or choose a Custom Range for a specific time period.
Accounts Use the dropdown to choose to view all your Pages regardless of account, or choose to view Pages by account.
Apps Use the dropdown to choose to view all your Pages regardless of application, or choose to view Pages by application.
Star icon Use the star icon next to the four main filters to only show Pages that you've favorited. 
Product Areas Use the pick list below the four main filters to only show Pages that belong to specific product areas in your application.

Favorite Pages

You can favorite Pages and then use the star icon in the filter section to show a list of your favorite Pages. Your favorite Pages list is only visible to you and only you can edit it.

To favorite a Page, select the star icon next to a Page in the table view. 

Pages_Favorite.png

You can also favorite a Page from within the Page's details page. Open the Page from the table view and select the star icon at the top of the details page, next to the clone icon.

PageDetails_Favorite.png

Manage tagged Pages

Select a Page from the Pages list to open the details about that Page, such as usage statistics. You can minimize and expand the Details section by selecting the Details section header. In this section, you can edit the Page name, product area, app, include rules, and exclude rules.

There are two ways to view and edit existing Pages in Pendo.

In the Page details

  1. Navigate to Product > Pages.
  2. Find and select the relevant Page name in the table. This opens the Page Details page, which includes details and usage data.
  3. The Page's name, app, assigned Product Area, and description display in the top section of the page. Optionally:
    • Select the Page name to modify the name.
    • Assign a new Product Area by selecting the dropdown arrow next to the Product Area name. 
    • Add a description or update an existing description by selecting the text that appears below the app and Product Area. The description must be 280 characters or less.
  4. On the far-right of the top-section, there are several additional actions:
    • Delete the Page by selecting the Delete Page icon.
    • Clone the Page by selecting the Clone Page icon.
    • Favorite the Page by selecting the star icon.
    • Watch visitors interacting with this Page by selecting Watch replays. (Session Replay add-on required.)
    • Create an ongoing or timebound usage goal by selecting Create Goal. For more information, see Goals.
  5. Select the Details component to minimize and expand this section. In this section, you can edit the edit the Page rules and see who created and last updated the Page.

PageDetails.png

In the Visual Design Studio

  1. Navigate to Product > Pages > Tag Pages.
  2. Enter the URL of the target page of your application into the text field.
  3. Choose a tagging mode: Tag side-by-side or Tag in an overlay. For more information, see Tagging with the Visual Design Studio.
  4. Select Launch Designer to open the Visual Design Studio.
  5. In the Pages tab, select the Page you want to view or edit. This shows name of the event, associated app, Product Area, rules, and the names of the users who created and last updated the tag.
  6. To view recent metrics for this Page, select Metrics at the bottom of the modal. Select a Segment to view metrics for a specific group of users.
  7. To edit the Page, select Edit Page in the bottom-right corner.
  8. Optionally:
    • Edit the name of the Page.
    • Add a description for the Page, or update the description if one already exists. The description must be 280 characters or less.
    • Change the Product Area that the Page is assigned to.  
    • Edit, remove, and add rules as needed.
  9. If you made changes, select Save Changes in the bottom-right corner. 

Delete a tagged Page

Warning: We don't recommend that you remove a Page, which might have guides associated with it or segments using the Page analytics. We recommend starting small and adding more pages as needed.

To remove a tagged Page, hover over the row of the Page you'd like to delete and select the trash icon at the end of the row.

Pages_Delete.png

You can also delete a Page from within the Page's details page. Open the Page from the table view and select the Delete Page icon at the top of the details page, next to the Clone Page icon.

PageDetails_DeletePage.png

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.

Pages_DownloadCSV.png

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 Exclude and Include Listing.

How often is the Untagged URLs section refreshed?

The list of untagged URLs shows URLs that don't match any of your current Page rules received by Pendo within the last 7 days. The frequency with which the list updates depends on the number of events that your applications receive. The list of untagged URLs can refresh as frequently as every hour.

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