Note: “Groups” was renamed to “Product Areas” on January 25th. No functionality was changed and no change is required on your side. This is part of our efforts to improve the consistency of terminology across all of Pendo's product lines.
Overview
Product Areas make it easy to filter your Pendo analytics and content by grouping them together for filtering and color-coding them in data visualizations. For example, if a CSM product has an account management feature set the Pages, Features, Track Events, and Guides targeting that feature set can be organized into an Accounts Product Area. This allows product managers and other Pendo users to quickly look at behavior analytics and guidance for the parts of the product they're responsible for.
Users can organize Pages, Features, Track Events, Guides, and Feedback into Product Areas. The name and colors of Product Areas are customizable. Product Areas are applied subscription wide. Any changes to the elements in the Product Area will impact everyone in the subscription. Each user has their own filters to show or hide Product Areas on in each section of Pendo as needed.
Tip: See the Product Areas in Feedback article for more information about assigning Feedback to Product Areas
Requirements
- Pendo Admin users can create, edit, or delete Product Areas
- All users except read-only can reassign Product Areas for Pages, Features, Guides, and Track Events
Create Product Areas
You can create a Product Area on the Product Areas page or from the Product Areas drop down on Pages, Features, Guides, or Track Events pages.
Create a Product Area on the Product Areas Page
1. Navigate to Product Areas in the Product section.
2. Click + Create Product Area in the top right.
3. Name the Product Area and pick a color in the Create Product Area modal. Name is required and color will default to a striking Pendo Pink.
4. Click Create Product Area to save the new Product Area. Pages, Features, and Track Events can now be assigned to your new Product Area.
Create a Product Area from the Product Areas Dropdown
1. Click to expand the Product Areas menu and scroll to the bottom of the list.
2. Click + Create Product Area to open the Create Product Area modal.
3 .Name the Product Area and pick a color in the Create Product Area modal. Name is required and color will default to a striking Pendo Pink.
4. Click Create Product Area to save the new Product Area. Pages, Features, and Track Events can now be assigned to your new Product Area.
Manage Product Areas
Product Areas can be accessed in two ways:
Option 1. Navigate to Product Areas in the Product section.
On this page, you'll see analytics associated with these Product Areas, such as the number of Pages, Features, and Track Events associated with each Product Area.
Note: You can adjust and add columns for your preferred view.
Option 2. Clicking on a Product Area name will take you to the Product Area Details page, where you'll find a list of all the Pages, Features, and Track Events associated with that Product Area.
Feedback-enabled subscriptions will see a Feedback tab next to the Overview tab. If you click on the Feedback tab, you'll see the list of product requests associated with that Product Area. Identifying requests that belong to specific Product Areas is done with the request submission form.
To see the full product request, you can click "View in Pendo Feedback" to see more details including voters, comments, and any associated labels.
Edit and Delete Product Areas
After you create a Product Area, you can go back and adjust the settings as needed. To edit, select the Product Area dropdown within the Filters option and select the edit icon.
If you need to delete a Product Area, make sure to move any Pages, Features, Guides, and Track Events out of the Product Area first. Then, you will be able to click on the "Delete Product Area" option and confirm the deletion.
