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A Way to Send Pendo Guide Data to Application

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Devin English

Hi!

My company would like to start using the Pendo Listen email notification feature, but want to provide a way for our users to opt in. We do not want to send their email information to Pendo until they have consented to receiving notifications.

We plan to do this opt in natively and send email data to pendo based on the response, but I was curious if there is a way to create a pendo guide to facilitate the opt in action, then send poll response data to our application to use as a flag to send email data back to pendo.

Any advice on if using a guide for this is possible? Or if a native opt in message is the best.

 

Thanks!

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  • Avatar
    Liz Feller
    Expert (Gold)
    Idea generator
    Great answers

    You may be able to do this all with Pendo:

    1. Create a custom visitor metadata field for noting who has opted in.
    2. Create your Pendo guide with the poll, and add custom code to update the custom metadata field based on the visitor's response and to also clear the visitor's email address from metadata if they did NOT opt in.
    3. You'd then need to update your snippet to look at the custom metadata field during initialization, and if the custom field says the visitor did NOT opt in, the snippet should pass nothing into the email field.

    Or, this might be easier by using segment rules for who has and hasn't clicked a button, and make Listen-specific segments for email. Then you don't have to do any custom code or snippet updates?

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