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When I view the Guide in Preview the 'visitor.user_first' doesn't replaced by my first_name.

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Andrew Abel

I am a software engineer, completely new to Pendo.

I have implemented the javascript passing vistor (including first_name) and account information, and I can see the matadata coming in in the "Raw Events" 'meta' Events from my developer platform (a dev URL). I've created my first Guide (a 'welcome' popup on the home page), and include the text "Welcome, {{visitor.user_first}}!".
But when I view the Guide in Preview the 'visitor.user_first' doesn't replaced by my first_name. What am I missing?
I can't seem to find any documentation or videos on deploying to dev environments, staging or production.
Any help appreciated. Thanks.

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Comments

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

    Did you put that in a custom code block or in a text building block? be sure you're formatting it as: {visitor.user_first| /} with a single set of curlies. 

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  • Avatar
    Andrew Abel

    Thanks Liz. I'm pushing the data in from Javascript in the usual way, and in the Pendo Event viewer I see the "meta" events and they show the data looks like this:-

      "visitor_id": "aabel@example.com",
      "account_id": "my-account",

        "visitor": {
          "email": "aabel@example.com",
          ...
          "user_first": "Andrew",
          "user_last": "Abel",
          ...
        }


    Now I've changed the Guide to use single curlies, and the Guide still doesn't substitute:-
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  • Avatar
    Victor Blanco

    Hey Andrew, I tested this in the HTML field of a code block, and it shows the email correctly. I don't have a first name in my metadata to test, but it should be the same if you follow the format.

    <p>Welcome <%= root.metadata.visitor.email %></p>  = Welcome jack@youremail.com

    Find the documentation here: https://support.pendo.io/hc/en-us/articles/360031869232-How-do-I-use-guide-variables
    I hope that helps.

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

    Please note my recommendation works in a text building block, while Victor's works in a custom code block :)

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  • Avatar
    Andrew Abel
    (Edited )

    Thanks Victor. But I can't seem to find a way to add an HTML code block using the Designer Tool. The following doesn't work, even though the documentation says it supports Markdown.

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  • Avatar
    Andrew Abel

    Nevermind. I eventually managed to figure it out.
    It requires a trailing slash, and it doesn't support fields with underscores.
    So this works:-

    Hi {visitor.email/}

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