There are two things you need to consider - getting your data into Feedback and enabling your Visitors to log in.
There are four ways of doing this:
- Manually inviting customers in
- Creating them through our API
- Using a custom sign-up page
- Replicating our Javascript code
Manually Inviting Customers In
The simplest way is to manually invite your Visitors in. You can do this by following the instructions here.
It's an easy process that enables you to introduce your first Visitors into Feedback.
This method enables your customers to log in to Feedback using a login link (https://feedback.pendo.io/app/#/login) through our site.
Creating Them Through Our API
Your developers can use our API to create Visitors in Feedback. This is a little more complex than manually inviting them, but is far quicker once the API is set up.
Our API docs will help you connect to Feedback.
This method enables your customers to log in to Feedback using a login link (https://feedback.pendo.io/app/#/login) through our site.
Using a Custom Sign-up Page
It's possible to create a sign-up and login page through Feedback and then direct your Visitors there for them to sign up.
This is a setting configured on Feedback's end, so let us know if you're going ahead with this option.
NOTE: This option requires you to have custom SSL hostname (white label domain) enabled on your plan.
Replicating our Javascript Code
Our Pendo snippet provides an easy way to integrate with Feedback. For on-premise, where integration isn't possible, then it may still be possible to replicate what our Javascript code does. Doing this provides you with practically the same Feedback experience as a normal integration.
You should check with your developer(s) to see if this is something they'd be able to do and reach out to the Pendo team for assistance.
With this method you should be able to give your customers access to Pendo Feedback through your product without a username and password.
FAQ
Can we use the in-app widget with an on-premise solution?
It is possible to use the in-app widget with on-premise, but only if you replicate our Javascript integration, as explained above. This is not always possible so please reach out to the team at Pendo.
Can we use SAML SSO to let our users log in?
SAML SSO should work in exactly the same way as it does with a normal Feedback integration, but you'll need to manually create your customers first. Again, please check with the Pendo team as there are many variations.