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Data Mapping and Data Types in Pendo

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 Background

Visitor and Account Metadata can be assigned specific data types in Pendo. You can select the data type for any specific piece of metadata from the Data Mappings page in Pendo. It is important to select the correct data mapping for the type of data that you are sending to Pendo. Selecting the appropriate data type will ensure that the data displays correctly in Pendo and that it can be used correctly in creating segmentation rules. 

 

Available Data Types

There are currently 6 data types available in Pendo. It is important that the data that you are sending to Pendo (via the installation snippet) matches the correct formatting for the data type that you will be mapping it to. The table below outlines each data type and provides an example of data that matches that type. 

Data Type Description Example
Text This is the most basic data type in Pendo and is intended for any fields that should be represented as simple text within Pendo. 

Email Address

visitor:{
 id:62343,
 email:'john@doe.com',
Boolean This is data type is used when setting a value to either true or false.

Admin User

visitor:{
  id:62343,
  isAdmin: true,
Number (int) This data type is for any whole number. 

Dashboard Count

visitor:{
 id:62343,
 dashboardCount: 3,
Number (float) This data type is for any number that includes a decimal. 

Percent Storage Used

visitor:{
 id:62343,
 percentStorageUsed: .776,
Date This data type is used for any date that you will be passing to Pendo. 

Subscription Start

visitor:{
 id:62343,
 subscriptionStart: "2006-01-02T15:04:05.999-05:00",
List This data type is used for any metadata field that may need to contain more than one value. This data type is only available for agent metadata Roles
 visitor:{
 id:62343,
 roles: ['admin', 'end-user', 'super-user'],

 

Segmentation Rules for Data Types

Each data type in Pendo has associated segmentation rules that can be used with it. For example, a date field can have segmentation rules that relate to dates (before/after) while a number field can have rules that relate to numbers (equal to / not equal to).

Data Mapping Type Available Segmentation Rules
Text
equal to
not equal to
contains
does not contain
is empty
is not empty
Boolean
is True
is False
Number (int)


equal to
not equal to
less or equal to
greater or equal to
is empty
is not empty
Number (float)
equal to
not equal to
less or equal to
greater or equal to
is empty
is not empty
Date
since
before
within last
not within last
within next
not within next
between
is empty
is not empty
List
contains
does not contain

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