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.
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
Don’t forget you can use the format “CATEGORY:TAG” to better organize your various tags.
Here are some examples:
- Persona: Customer Success
- Account Owner: Bob Jones
- Location: Germany
- Product origin: Dashboard
- Price Plan: Gold
Note: Category tags are currently only supported via the Pendo Feedback UI and the API.
How to set up auto-tagging
If you've already integrated with Feedback, you can just add the new metadata for account and visitor tags to your original installation snippet:
| Key | Description | Example |
|---|---|---|
| account.tags | Account tag categories and their associated tags | Simple: ["automotive", "London"] Tags in categories: Currently you'll need to utilize the API to pass Category tags to Feedback. You can see more info on how to do this here: http://apidoc.receptive.io/ |
| visitor.tags | Visitor tag categories and their associated tags | Simple: ["sales", "London"] Tags in categories: Currently you'll need to utilize the API to pass Category tags to Feedback. You can see more info on how to do this here: http://apidoc.receptive.io/ |
If you integrated 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.
If you haven't integrated with Feedback yet, just follow the steps here.