'Tech Talk' webinar on API / Data Out options

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  Angela Holly

  2022年08月05日 13:28 (編集済み 2022年12月19日 19:26)

  Update

  The slides and recording from our August 4th session on API/Data Out can be found below: 

  Recording
  Slides

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  Angela Holly

  2022年10月06日 17:50 (編集済み 2022年10月06日 20:21)

  One question came up that we weren't able to answer live during the October 6, 2022 Tech Talk:

  Question: Are we able to grab any of this information as Adopt only customers of Pendo?

  Answer: 

  • For Pendo Adopt, you can use the same endpoints and documentation as Pendo Engage: https://engageapi.pendo.io/
    
    
  • Please keep in mind that Pendo doesn't support accounts for Adopt, so none of the visitors will have account data.
    
    
  • Additionally, the webhooks and visitor/account reports mentioned in our presentation are not available for Pendo Adopt.

   

  Jessi Hansen

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  Angela Holly

  2022年12月05日 22:07 (編集済み 2022年12月06日 20:40)

  Thank you everyone for the questions from our Dec 1, 2022 Tech Talk:
  
  Question: Can Pendo data trigger updates to Hubspot fields dynamically/automatically?

  Our Pendo <> Hubspot integration is pull only (data from Hubspot flows into Pendo as metadata). Read more here.

  If there is a desire to push Pendo data to Hubspot, please submit that feedback to our Product Team via the ‘Share Feedback’ part of our Resource Center. As a workaround, most customers use a third party connector such as Zapier/Tray.io, so data flows from Pendo -> Third Party Connector -> Hubspot.

   

  Question: Is there estimated timing on when Pendo Data Sync (Data Out) functionality will be available?

  As of now, we are targeting early 2023 for beta. Sign up for updates here: https://go.pendo.io/data-sync-interest-register.html

   

  Question: [Is today's webinar] all about PENDO [Engage] or also PENDO Feedback?

  The focus is on Pendo Engage, not Pendo Feedback. Pendo Feedback has a separate API which is documented here: https://feedbackapi.pendo.io/. There will also be a short mention of the Pendo Feedback/ Zapier integration, but most of the focus is still Pendo Engage.

   

  Question: The Pendo-to-DOMO connector [only integrates with visitor and account reports at this time. When can we expect this integration to support additional reports?]

  The Domo connector uses the V1 API reports endpoint, which only supports visitor & account reports. This means that any other reports created under the Behavior tab in Pendo (e.g. Data Explorer reports) cannot be pulled via the V1 API, so they aren't accessible via Domo either. I've added you to our feature request "Make all saved reports available via API" (#77679) so that our product team knows that you want this request also. You'll also be notified if/when any updates are made. 
  
  

  Question: Do track event webhook events send any nested data we assign to the track event?

  See this Community post for an example of the webhook sent for a track event. Event properties are included.

   

  Question: Is there a way to trigger backfilling data via Webhooks?  ex. I want to resend events from Jan-Nov? 

  Unfortunately no. Webhooks are considered real-time notifications only and there’s no way to trigger webhooks to be sent for historical events. To get historical data, you would have to use our other methods such as reports/V1 API. 

   

  Question:  Is there something even more granular than the aggregation API so we can get every event into our data warehouse without the limitations that group some events together?

  For unaggregated events (with exact timestamps), the only option at the moment is purchasing read-only access to our unprocessed data in BigQuery. We’ll address this a little bit later in our presentation. However, I would also recommend signing up for the newer Data Sync feature that is currently being built: https://go.pendo.io/data-sync-interest-register.html. This will provide access to processed data with exact time stamps for each individual event, which I think is more of what you really want. 

   

  Question: [Pendo only displays the last submitted value for each metadata field. I have 2 different environments (Prod and QA) that are sending different values for the same field, and  constantly overwriting each other. How can I fix this?]

  You are correct that Pendo only displays the most recently received value for each metadata field, and doesn’t care about which environment/application it comes from. For this situation, I would recommend using different metadata field names for each environment, such as adding the environment as a prefix to the metadata field. So instead of “user_role”, I would have “qa_user_role” and “prod_user_role” as 2 separate metadata fields. 

   

  Question: Hi - we define our Pages in Pendo using "/*parameter*/" where the parameter value is an object ID - it tells us which record in our app the user was working with on a certain page.  We want to analyze activity by object ID i.e. the user spend 30min working on ID=ABC and 10min working on ID=DEF.  What is the best API to use to get data at this level of aggregation?

  Check out this Community post for more information on parameterized URLs via the API.

   

  Question: What timezone does the API use?

  Pendo V1 API exports all time in Epoch Time (which is absolute and timezone agnostic)

   

  Question: How far back we can go in history to pull data? What is the best way to pull all historical data for the initial data pull?

  You can go back as far as there is data in your Pendo subscription. By default, we keep data up to 7 years, but this period can be shortened if desired. For best practices on pulling historical data, please start at slide 19 in this slidedeck.

   

  Question: [Can Pendo be used with Qrvey, Sisense, or PowerBi? Are there direct connections?]

  Pendo does not have direct connections with these tools. In general, third party tools would connect with Pendo either via the API or webhooks. For more info on using Pendo with common reporting tools, please see this Community post. 

   

  Question: [Does this webinar include content on the Pendo - Segment.io integration?]

  No, but you can learn more about the Pendo - Segment.io integration here.

   

  Question: Does Pendo data sync would have integration with Azure storage or data lake along with S3 or google?

  All the available information can be found at: https://go.pendo.io/data-sync-interest-register.html

   

  Question: I wasn’t able to get the webhook to trigger for New Visitor and New Accounts - does that work for anyone?

  Please double-check that you’re following all the instructions on this article, and if that still doesn’t help, please submit a ticket for our Support team to investigate.

   

  Question: Is segment calculation logic still on track for Q1?

  I suspect you're referring to something mentioned in our Q3 Customer Forum? The recording is here. Unfortunately, I don't have any further updates beyond what's in the presentation. Below are some of the timestamps related to segments, and custom calculations. 

  18:21 - Search for event property values in Segments & Data Explorer
  21:15 - Nested segments
  35:03 - Custom calculations in Data Explorer

   

  Question: Pendo Analytics do not allow customization on drill down. It is not possible to link in custom/metadata columns. The analytics views with custom reports don't offer the same variables - so not a workaround. Any guidance on how this could be solved through use of API?

  If you're not able to get the desired outcome within the Pendo UI, you may need to pull the Pendo data out via API and use another reporting tool. You would need to use our V1 API. Developer documentation is here: https://engageapi.pendo.io/. Please also submit feedback to our Product team if there are additional reporting options you'd like to see in the Pendo UI. 

   

  Question: What about integration with Salesforce?

  We have a three part video series on the Pendo Engage - Salesforce integration here: US Link | EU Link.  We also have documentation on the Pendo Feedback - Salesforce integration here.

   

  Question: I can’t find documentation for the webhook output schema (which is how we’re connected via Segment) - is there a page that I’m missing?

  We don't have any documentation for how the data will look in Segment (when using Pendo as a source to send webhooks to Segment.io). It looks like you created a Support ticket for this question with some additional details for your specific situation. I'd recommend re-engaging with our Support team if you need additional assistance.

   

  Question: [We are using the Pendo Engage - Salesforce integration to pull data from Salesforce into Pendo as additional visitor/account metadata. Many of the views in Pendo, such as Guide Metrics > Guide Elements are based on visitor/account ID. However, when we go to export the accounts who interacted with a specific guide element, the 'Download CSV' button doesn't give you the option to add any additional metadata fields. This is different from other areas in Pendo where you can click 'Download CSV' and add additional metadata fields to include in the export.]

  I completely understand why having the ability to add additional metadata to the export would be helpful, and consistent with other areas in Pendo where you can already do this. I've added you to this existing feature request: Can't define additional metadata when downloading guide usage at the visitor or account level #86650. 

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