Angus Yang
Posts
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Guide Example - Activating A Guide When A Numbered Element Is Greater Than X
Hey all, I wanted to share a guide use case of activating a guide when a certain element critera is met. In my example below, I am trying to activate a congratulations guide when the user receives ...
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Tracking MAUs
Hey all, if you need to see how many monthly active users you get on a rolling basis or see how it's trending, you can go to People > Visitors and do the following: Set the filter to 'Everyone' Se...
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Alternative way to calculate NPS Response Rate
Hey everyone, as with any surveys we launch, we want to ensure that we get feedback from as many people as possible. That's why we look closely at NPS response rates and are alarmed when we see low...
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How to connect Salesforce / Hubspot and Pendo
Edit: Although this article was initially written for the Salesforce Integration, the same concepts for connecting and mapping the correct data fields apply to Hubspot as well. We often get questio...
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Customizing the onboarding module step
Hey everyone, here's a quick tip for your onboarding resource center module. By default, the text below your onboarding guides will tell users where they are with their onboarding guides. Step X of...
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Making resource center announcements disappear after viewing
I heard about an interesting use case where a company wanted to only display announcements once and after it was viewed, make the announcement disappear. I wanted to share in case anyone else was w...
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What features should I tag?
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 practic...
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Visitor Report and Account Report Examples
Hey everyone, one thing I hear frequently is people want to see how certain accounts and visitors have: Interacted with specific features/pages How active they are or are not If they've responded...
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Adding a background image to my guide
If you were ever curious about how to add an image to your guides (for some extra flare) here's a quick 1-minute video on we add background images to some of our internal guides. Below is the co...
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Workarounds to Setting up a Recurring Guide
Hey everyone, I've been seeing this request come up more frequently so I thought I'd share some workarounds I've found. First off, if you find yourself really wanting a way to natively set up recur...