'Tech Talk' webinar on Feature and Page tagging

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  Angela Holly

  2022年08月18日 20:34 (編集済み 2022年12月19日 19:32)

  Update

  The slides and recording from our August 18th session on Page & Feature Tagging can be found below: 

  Recording
  Slides

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  Angela Holly

  2022年10月20日 18:50 (編集済み 2022年10月20日 19:31)

  Thanks for joining us for the October 20th session on Page & Feature Tagging. Please reference the first comment for the recording & slides.

  Below are some of the great questions & answers we received during the session today:

   

  Question: I am just starting with Pendo so this is a little high level.  I am having trouble finding beginner resources.  Any links that ya'll can share?
  

  We have some videos available in Pendo academy. You can access that via https://academy.pendo.io/. I would recommend taking a look at Pendo Essentials as well as the Tech Corner videos. Also, we have a New User Overview here: https://academy.pendo.io/new-user-overview. Please Note: If your Pendo subscription is in the EU instance, please change the domain in the above links to academy.eu.pendo.io

   

  Question: I've experienced selecting elements on Pendo but then nothing was tracked in terms of metrics even though the whole element was highlighted. What should I do in this instance?

  That’s definitely unexpected, and this may be more appropriate for our Support team to investigate. If you haven’t already, you can follow the steps in this article to create a support ticket via the Pendo Resource Center: https://support.pendo.io/hc/en-us/articles/360034163971-Creating-Reviewing-Your-Support-Cases-from-Resource-Center   Question: It would be great to learn how to be able to select multiple elements on a page and track hits. That is definitely possible. I would recommend taking a look at these additional CSS videos to help navigate more complicated tagging in Pendo - https://academy.pendo.io/page/tech-corner#topic_css-rules-tagging OR https://academy.eu.pendo.io/page/tech-corner#topic_css-rules-tagging

  Question: Can I create a rule with "does not contain" logic on a CSS selector?  For example, I want to track every click of an element where that element does NOT have a specific class.  I described my problem in more detail here: https://support.pendo.io/hc/en-us/community/posts/9699939471003-Can-I-create-a-rule-with-a-does-not-contain-CSS-selector-

  Unfortunately that is not possible. CSS selector rules can only use “starts with”, “ends with”, and “contains” logic. We'll take a closer look at your Community post and respond there shortly.
  
  
  

  Question: What’s the best way to handle translations? For example, the button is “Dashboard” in English, but different words for different languages.

  I would recommend trying to find CSS selectors based on IDs/classes that won’t change, even as the button is displayed in different languages.

   

  Question: What’s the best way to tag the header titles of a table?

  It will depend on your particular goal. Only capture clicks on a specific table header title? Or capture clicks on all table header titles? If your goal is the latter, I recommend checking out our Dynamic CSS resources here: https://academy.pendo.io/page/tech-corner#topic_css-rules-tagging  OR https://academy.eu.pendo.io/page/tech-corner#topic_css-rules-tagging   Question: Where to find the Pendo tagging aid tool? You can get that at bit.ly/pendota   Question: Will this work with Flutter?  The support we have for Mobile apps using Flutter is limited to track event support currently. This means your developers will need to write Pendo events into the code base. More information on that can be found at https://support.pendo.io/hc/en-us/articles/4405680165019-Developer-s-Guide-To-Installing-The-Pendo-Flutter-SDK   Question: Can you style the tooltip guides? Like colors/fonts You can modify some styling directly within the Designer. There is also some styling that you can set up within the Theme if you’d like to re-use the same styles across multiple guides: https://support.pendo.io/hc/en-us/articles/360032747071-Creating-a-Theme.   Question: How can I make sure that an element common to multiple app pages is only collecting data specific to a certain page? Is that the default when I tag a feature from a page? Yes exactly - page tagging will help with that. You will just need to tag those pages separately - then tag the features separately using the same CSS selector but set to different Page tags.    Question: For my first Pendo feature tagging, I’d like to track rich Text editor features and which styles folks are using. We'd like to pair down the list of options. You can certainly use feature tagging to get a better understanding of which options your users are using more or less. I recommend being very careful and precise with the CSS selectors and using the Pendo Tagging Aid if you need to modify the Suggested Match   Question: If I want a guide to only trigger to a customer that has selected a specific language, such as German, do we use the visitor's local metadata or do I need to create a tag on the German language feature? Would I also need to create a segment of users that are German or would it be enough to rely on metadata? You can do either - but I would recommend relying on metadata and the CSS selector of the button (rather than the button text). The CSS selector should be the same regardless of the display language.  You would create a segment based on that metadata

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  Angela Holly

  2022年12月15日 18:20 (編集済み 2022年12月15日 18:24)

  Thanks for joining us for the December 15th session on Page & Feature Tagging. Please reference the first comment for the recording & slides.

  Below are some of the great questions & answers we received during the session today:

   

  Question: Will you be covering off how to create a page tag as part of this session?

  We will not be covering how to create a page tag during this webinar. However, we do have training content that walks you through creating a page / feature tag here: https://academy.pendo.io/tagging-the-first-step-to-analytics

  If your Pendo subscription is in our EU instance (app.eu.pendo.io), use this link instead: https://academy.eu.pendo.io/tagging-the-first-step-to-analytics

   

  Question: [Mobile] App page tagging is also a bit different [than] web. Will you be covering this?

  We will have some slides later in the presentation about tagging in Mobile apps. However, I’d also recommend checking out this Help Center article: https://support.pendo.io/hc/en-us/articles/360033609651-Tagging-Mobile-Pages

   

  Question: What does wildcarding mean?

  A wildcard means it will match any value in that particular section of the URL. 

   

  Question: Is Annotate URL part of the location api?

  Annotate URL is considered a legacy method and our recommendation is to use the new Location API instead. Location API can do everything Annotate URL (and other legacy methods) previously did, and even more. Check out this Community post for more information: https://support.pendo.io/hc/en-us/community/posts/8430991458715-Tech-Note-Transform-the-URL-collected-by-Pendo-using-Location-API-web-only-

   

  Question: There there a way I can create a wildcarded generic page to display guides (like system temporarily unavailable) but it would not count in my reports?  Particularaly the funnel report - it is causing weird issues for me.

  We currently don’t have that available as an option - but it would make a great feature request! If you haven’t already please submit that request via the resource center so that our product team can see your feedback.

   

  Question: What happens if the text is localized? Would you need to create separate tags for each translation?

  If your application is localized you may be able to simply exclude text and use the other tagging options to find something unique enough to tag that particular feature. If that won’t work you can always add an accessibility identifier to the code (that is not visible to end users) to provide the necessary specificity for the feature tag. 

   

  Question: Is it possible to add different rules for a mobile feature tag? For example if the same button appears in 5 screens, I don’t want to create 5 features for that button.

  Yes that is possible - you can set a feature tag to be ‘application wide’ to allow it to be captured on all pages. 

   

  Question: If I choose a clickable item on an app page, and the element has smaller elements within it, am I selecting just the largest element (which may appear multiple times on a page), or am I selecting that specific element with the smaller elements attached within?

  By default we will capture clicks on the larger element and any smaller elements contained within the larger element. 

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