What are your best practices for doing a Pendo cleanup or refresh?
I've taken over as primary Pendo admin for an installation that has been around for a few years. There hasn't been much process or governance and it's been very much a crowdsourced approach to date. As you can imagine, things are a bit messy at this point and my first project in this new role is to clean up and refresh our Pendo installation. For example, we've done much more tagging than is likely necessary.
I come from a tech comm background, so my first step is to do an audit - users first, then guides, tagging, segments, and reports. But it's a lot to audit and things like Segments pose challenges because I can't export a list of the almost 600 segments that have been made available to everyone.
One of the outcomes of this project will be the right amount of process and governance, and I've reviewed Building a Pendo Center of Excellence.
If anyone has done a major cleanup like this, can you share how you've approached things or what you've found helpful?
How did you handle auditing and then cleaning up excess tagging of Features and Pages? Did you do any data exports to capture things before deleting tags? For example, it looks like some folks marked certain tags "deprecated" and building new ones when retiring or changing the product UI, rather than updating the existing tags to the new process.
I've read a few other threads around auditing and maintaining the system, but didn't find much about a cleanup on this scale. Thanks in advance for suggestions!