Bulk create and update Pages and Features for web apps

You can work with Pendo Support to create or update Page and Feature tags in bulk using a CSV file. This approach helps you manage large numbers of tags without having to complete each action manually in the UI.

This article explains when to submit a bulk action request, how to structure your CSV files, and what values to include for each column.

Requirements

Before you begin:

• Ensure you know the exact values you want to create or update.
• Prepare a CSV file that matches the required format.
• Create one CSV file for each application and for each action.
• Understand that bulk requests apply only to web applications.

When to submit bulk-action requests

You can work with our support team for bulk creation or update requests when you already know the exact changes you want to make. This includes creating new tags or updating existing Pages or Features, such as modifying rules, names, or descriptions.

To use this approach, define the exact values you want to apply and provide them in a correctly formatted CSV file. Create one CSV file for each application and for each action (for example, one file for creating Pages and another for updating Features).

If you don’t know the exact rules or values, use one of the following options instead:

• Tag Pages or Features manually using the Visual Design Studio.
• Use suggested tagging for Pages or Features to generate tags based on usage data.
• Set up automatic tagging using custom HTML attributes.

Create Pages in bulk

Create a CSV file where each row represents one Page tag. Copy and paste the column headers exactly. 
 

Column definitions

• Page Name. The name of the Page tag. 
• Include Rules. URL patterns you want the Page to match. See Rule formatting requirements for additional guidelines.
• Description. Additional context for the Page. 
• Product Area. Must exactly match an existing Product Area in your subscription.
• Exclude Rules. URL patterns you want to exclude from the Page. See Rule formatting requirements for additional guidelines.

Submit your request

1. Grant Support access through Settings > Subscription settings. This requires admin permissions.
2. Submit a support ticket. For guidelines, see Get help with Pendo from Technical Support.
3. Include the following details:
   • Your subscription name.
   • Your web application name.
   • The CSV file.

Create Features in bulk

Create a CSV file where each row represents one Feature tag. Copy and paste the column headers exactly.

Column definitions

• Feature Name. The name of the Feature. 
• Rules. The selectors used to identify the Feature. See Rule formatting requirements for additional guidelines.
• Description. Additional context for the Feature.
• Page Name. Must exactly match an existing Page. If blank, the Feature is sitewide.
• Product Area. Must exactly match an existing Product Area in your subscription.

Submit your request

1. Grant Support access through Settings > Subscription settings. This requires admin permissions.
2. Submit a support ticket. For guidelines, see Get help with Pendo from Technical Support.
3. Include the following details:
   • Your subscription name.
   • Your web application name.
   • The CSV file.

Rule formatting requirements

Enter the exact rule you want Pendo to create. 

• Page example: //*/pricing
• Feature example: .button-primary

Separate multiple rules with a comma and a space.

• Example: //*/pricing, //*/fees

Don't wrap rules in brackets or quotes:

• This is correct: //*/pricing, //*/fees
• This is incorrect: [“//*/pricing”, “//*/fees”]

If one rule includes a page parameter, place it first when creating a Page tag with multiple rules.

• This is correct: //*/pricing/*parameter*/signup, //*/pricing/**
• This is incorrect: //*/pricing/**, //*/pricing/*parameter*/signup

Update Pages or Features in bulk

You can update existing tags in bulk by modifying a CSV export provided by our support team. Use one CSV file for each application and for each action.

This process includes the following steps:

1. Request an export of your existing Page or Feature tags.
2. Update the CSV file with your changes.
3. Send the updated file back to Support.

Step 1. Request an export

1. Grant Support access through Settings > Subscription settings. This requires admin permissions.
2. Submit a support ticket. For guidelines, see Get help with Pendo from Technical Support.
3. Include the following details:
   • Your subscription name.
   • Your web application name.
   • Explain that you want to update tags in bulk, and request an export of your existing Page or Feature tags. 

Step 2. Update the CSV

For Pages, you can update Page names, descriptions, and rules.

Required CSV columns for Pages:

• Page ID
• At least one of the following:
  • New Name
  • New Description
  • New Include Rules
  • New Exclude Rules

For Features, you can update Feature names, descriptions, and rules. You can't update the associated Page for a Feature in bulk. To change the Page for a Feature, update the tag in the UI.

Required CSV columns for Features:

• Feature ID
• At least one of the following:
  • New Name
  • New Description
  • New Rules

Step 3. Send your updated CSV to Support

Before you send the file:

• Keep only the rows for the Features or Pages you want to update.
• Don’t change column header names.
• Leave columns blank or remove them if you don’t want to update them.
• Separate multiple rules with a comma and a space.
• When you update rules, the new value replaces the existing value. Include all desired rules in the new column.

For example, to add a second rule to a tag that already has one rule, include both rules in the new column.