This article provides a summary of Pendo Feedback settings, and links you to more detailed instructions, where appropriate.
To access your Feedback settings page, sign in to Pendo Feedback through Pendo Products > Feedback and then select Settings > Product Settings from the left-side navigation.
In General, you have the following settings:
This is the name of your Pendo subscription and typically matches your company Account name. The subscription name is the name that visitors using the Feedback widget see. You can change the display name in Subscription Settings of the main Pendo Settings page.
For information on how to change this display name, see Feedback branding and appearance.
Show account information
When viewing accounts across your app, choose whether you want to show the following information:
- Account Name. The name displayed in the Feedback UI. If the Feedback account is linked to a Salesforce account, the display name uses the Salesforce account name instead.
- Account ID. The unique identifier for your organization.
- Account Alias. Used to differentiate accounts that have similar account (display) names.
"What's Coming?" visibility
Visibility options include: Team Only, Visitors and Team, or Public on the Web.
Sharing the What’s Coming? report with a wider audience is one way of creating transparency around your product development process without sharing the entire roadmap.
Visitor name hiding
Makes visitors anonymous to each other by hiding their names in Feedback, preventing them from seeing who has asked for what. Visitors are represented by an anonymous ID that starts with "user" followed by a string of characters, for example, "User-abcd1234".
This setting only applies to visitors. Your team can still see visitor names and your team members' names are still visible.
Show vote count to visitors
Allow visitors to see how many votes each visible request has.
Hide timestamps from visitors [recommended]
Don’t allow visitors to see when requests or comments were created. This setting only applies to visitors. Your team can still see timestamps.
We recommend that you turn on Hide timestamps from visitors because it keeps the focus on what you're working on. Treat Pendo Feedback is a library of data for you to use when applicable. Hiding timestamps helps drive this philosophy across your internal users and customers.
Hide requests that haven’t been reviewed. This setting only applies to visitors. Your team can see all requests. Visitors can still see their own requests, even if they haven’t been reviewed. For more information, see Request moderation.
Disable new Visitor requests
Prevent visitors from creating new requests. Visitors can still vote, prioritize, and comment on existing requests. This setting only applies to Visitors. Your team can still submit new requests.
Private comments by default
Hide comments made by team members from your visitors.
Private requests by default
Hide new internal requests from your visitors. If you have the Salesfoce integration enabled for Pendo Feedback, installing the latest Salesforce package gives you the same functionality within your Salesfoce account.
Branding and Appearance
In Branding and Appearance, you have the following settings:
- App Logo. Change the logo that’s shown in the app header and on emails sent to your visitors. This replaces the Pendo Feedback logo.
- App Favicon. Change the favicon that’s shown next to the page title in the Web browser tabs. This should be a PNG of 32 x 32 px.
- Colors. Customize the color of your sidebar and primary buttons across the app.
- Preview. See what your changes will look like before you select Save Changes.
For more information on branding and appearance options in Pendo Feedback, beyond those offered in these settings, see Feedback branding and appearance.
Visitor View allows you to choose whether your visitors see Pendo Feedback as the default Portal (fullscreen view) or the optional Widget view. For more information about these options, see Customer view of Pendo Feedback and Grant Feedback access to customers.
The Language settings allow you to choose which languages are available to internal users and visitors, and select a default language for Pendo Feedback.
Use Manage Team settings to add and edit roles in Pendo Feedback. Roles are sets of permissions that you can assign to your team members.
Review the roles and default permission levels in Manage Team: Roles and Permissions in Feedback. Select Manage roles to see what roles are available and to add new roles. Opening the name of the role shows you the permissions it consists of, which you can edit as required.
Install Feedback offers you a link to the main Pendo Settings page, where you can find your integration settings, including your Vendor ID and secret key. For more information, see the Developer’s guide to installing Feedback.
Integrations shows you which third-party integrations you have with Pendo (such as Salesforce, Zapier, Pendo Resource Center, and Intercom). Here, you can authenticate your and test your connections with your integrations.
Email and Whitelabel
By default, email notifications to your visitors and team are sent from no-reply.pendo.io. Email and Whitelabel allows you to customize your email address. For more information, see Feedback branding and appearance.
We provide pre-populated options to communicate a request’s transition when you update its status. You can replace these with your own messages to communicate why you made a decision and what this means for the visitor. In Custom Responses, you have two settings available to you:
- Hide default responses. Only show custom responses when updating a request status. If there are no custom responses, the default ones will appear.
- Create a Custom Response. Create your own custom saved responses to replace the default responses that visitors see when you change the status of a request. For more information, see Save custom responses.
Tip: We recommend that you include a Product Feedback Policy in your custom message that you have set for Awaiting Feedback. This makes it easy to share your product feedback approach with your visitors and teams.
Customize Request Statuses
Use Custom Request Statuses to edit the names of the statuses used in your request workflow. Statuses are customer-facing. Editing the name doesn’t affect the functionality linked to each status. For more information, see Customize status names.
Feedback can be installed across multiple Apps. The Apps settings takes you to Pendo Settings, where you can add multiple apps. For more information, see our Multi-App Subscriptions article.
Product Areas help you organize your Feedback data by locations in your UI. The Product Areas setting takes you to Pendo Settings, where you can edit and create Product Areas. For more information, see our Product Areas article.
Customize Request Form
Use Customize Request Form to customize the form that your visitors and teams use to make a request. Here, you can edit the questions so that you gather the information that’s most relevant to you. For more information, see Customize the request form.
Login Methods shows you the default sign in methods for your Teams, and widget SSO for your visitors. For information on setting up Single Sign-On (SSO) for teams and visitors, see our SAML Single Sign-On (SSO) Overview.
Use API Access to find or create API keys needed to integrate with other apps, such as Salesforce.