Overview
You can automatically tag Accounts and Visitors through the Pendo snippet.
Why is this important? Tags are an incredibly flexible way to segment your reports at a granular level. Auto-tagging provides for deep analysis and insights into your demand data without any manual input.
After a quick setup, you'll be able to view the demand for your product from any set of visitors, accounts or opportunities you have grouped together with tags. Head here for more information about tags in Feedback.
Tags are completely flexible, so it's up to you to decide which tags to implement. Here are just a few examples:
Accounts:
- Location
- Subscription plan
- Contract length
- Company size
- Account Owner
Visitors:
- Persona
- Job role
- Access level
You can use the format “CATEGORY:TAG” to better organize the various tags you apply to Visitors. Categorized tags don't work for Accounts.
Here are some examples:
- Persona: Customer Success
- Location: Germany
- Product origin: Dashboard
- Price Plan: Gold
How to set up auto-tagging
If you've already installed the Pendo snippet, you can just add the new auto-tags for accounts and visitors to your original installation snippet, or you can add them using our APIs: http://apidoc.receptive.io/
Key | Description | Example |
---|---|---|
account.tags | Account tags | Simple: ["automotive", "London"] |
visitor.tags | Visitor tag categories and their associated tags | Simple: ["sales", "London"] Tag categories: [{"title": ["Engineer", "IT"]}] |
Tag validation
There are certain validations in place for tag values, as below:
- Tag values must be strings
- Tag categories should be a string key and values as an array of strings, where the the key is the category and the value is one or more tags.
- Combinations of category:tags (key and values) plus simple tags are also allowed. For example:
[{"title": ["Engineer", "IT"]}, "Admin", {"Location": ["NewYork", "London"]}]
Where "Admin" is a simple tag. - Tags must be at least 2 characters in length
- Invalid characters: , | { } : < >
- Tag categories only work on Visitors, not on Accounts.
Invalid Examples
tags: ["Admin,IT"] — comma not allowed in simple tags
tags: [{"Title":["IT, Systems & Programming"]}] — comma not allowed in tag value
tags: [{"Title":[null]} — tag value should always be string
tags: [{"Title":["Dept | Financial and HR Manager"]} — | not allowed in tag value
Note: If you installed Feedback (then Receptive) before 1st Jan 2017, and you have "secure mode" switched on, (so you sign the snippet data), you'll need to update the signing method to use JWT signing. This should be simpler to develop than our earlier manual signing method.
Example snippet
visitor: {
id: 62343,
email: 'john@doe.com',
full_name: 'John Doe',
role: 'admin',
creationDate: 1404326949156
tags: [{"title": ["Engineer", "IT"]}, "Power User", {"Location": ["NewYork", "London"]}] },
},
account: {
id: 17,
name: 'Acme, inc',
monthly_value:'99.99',
is_paying: true,
planLevel: 995,
isFoo: false
tags: ["Enterprise", "Commercial"] }
}