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 as intended for any fields that should be represented as simple text within Pendo. |
Email Address visitor:{ |
Boolean | This is data type is used when setting a value to either true or false. |
Admin User
|
Number (int) | This data type is for any whole number. |
Dashboard Count visitor:{ |
Number (float) | This data type is for any number that includes a decimal. |
Percent Storage Used visitor:{ |
Date | This data type is used for any date that you will be passing to Pendo. |
Subscription Start visitor:{ |
List | This data type is used for any metadata field that may need to contain more than one value. | Rolesvisitor:{ |
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 contains does not contain is empty is not empty |
Number (float) | equal to not equal to contains does not contain 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 |