A question that we come across a lot whether it's a new customer on Pendo or someone who is looking to audit/refresh their existing tags is, "what features should I tag?"
Here are some best practices:
- Don't boil the ocean - Tag the features that you're most interested in seeing the usage on (If seeing the number of clicks for a "Dismiss" button isn't useful, then you don't need to tag it.) Pendo holds retroactive data so even if you don't tag something today, you'll still be able to access that data if you tag it months from now.
- Tag items that you're interested in seeing the workflow of. For example, in Pendo we may want to tag the "Guides" navigation element, the "Create Guide" button, and "Save Guide" button to see how many users actually complete it.
- Auditing existing features - If you need to see what features you've already tagged, you can use the "Heatmap" feature and check your main pages to quickly see what features haven't been tagged yet.
Anyone else have best practices to share here?
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