Push predictions from Pendo Predict to Pendo

Sync prediction results from Pendo Predict back into Pendo as metadata using a scheduled automation. This lets you use prediction scores, trends, explanations, and states in segments, reports, and guides.

Before you begin

• You have a Pendo Predict analysis with a built model.
• Make sure Pendo data source is shared with your Predict user.

Step 1. Create a new automation

Create an automation from the Activation tab in your analysis.

1. In your analysis, select the Activation tab.

2. Select New automation.

   

Step 2. Configure the source

Define which records Pendo Predict reads from your decision base.

1. Select the Read from configuration settings.
2. Add conditions to filter the records included in the sync. For example, filter accounts with a churn date within the next 90 days.

3. Under Source ID, select the field that serves as the primary key for your decision base (for example, Opportunity ID).

   

Step 3. Configure the destination

Choose where predictions are written and how fields are created in Pendo.

1. Click on Define update Source

   

2. Choose Pendo as the update source:
   1. Under Object, choose whether you want to push the model's output to the Account metadata or Visitor metadata.

   2. Click on Add source ID and select the field from your decision base that corresponds to Pendo's account ID.

      Note: Use this mapping if your decision base primary key doesn’t match Pendo's account ID.

   3. Under Prefix, enter or select a prefix for the metadata fields that will be created in Pendo (for example, predict). All prediction fields use this prefix (for example, predict_score, predict_date, predict_trend).

      Note: If no prefixes exist, enter a new value and select Create. You can reuse prefixes across automations.

   4. Review the prediction fields and clear any you don’t need. Available fields include:

      Field	Description
      Score	The prediction score label (for example, Excellent, Good, Fair, Poor).
      Date	The date the score was calculated.
      Trend	Whether the score is trending up or down.
      Explain	The reasoning behind the score.
      State	The current record state (for example, Churned, Renewed, Up for renewal).

   5. Select Done.

Step 4. Set the sync schedule

Define when the automation runs.

1. Under Sync, select a frequency: Daily, Weekly, or Monthly.
2. Select the hour for the sync to run.
3. To run the sync at multiple times, select Add, then configure additional schedules.

Step 5. Activate the automation

Turn on the automation to start syncing predictions.

1. Toggle the automation to On.

After activation, the automation runs on your defined schedule and updates Pendo metadata each time. Return to the Activation tab to edit the schedule, adjust mappings, or turn off the automation.