Getting started with Pendo for employees

Dive into Pendo use cases and best practices on set up. Learn about the very important metadata, Exclude list, and staging environment in the new UI.

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About this course

This course is designed to walk you through how Pendo can be used for your employees in your organization and cover the main categories of how Pendo is set up.
While Admins have the permissions to implement the ideas and best practices discussed, the material is important for users to also know so they have a baseline understanding of how Pendo works for your internal workforce. 

At the end of this module, you'll be able to:
  • Explain the main use cases of Pendo.
  • Describe how Pendo is installed on your application.
  • Recognize how Pendo tracks usage with Visitor IDs and metadata. 
  • Explain the purpose of the staging environment and the exclude and include list.

Curriculum

  • Introduction to Pendo for employees (1:55)
  • Pendo for employees use cases (4:50)
  • How Pendo is installed? (3:00)
  • Visitor IDs and metadata (4:15)
  • Test guides in staging and hide data (5:10)

About this course

This course is designed to walk you through how Pendo can be used for your employees in your organization and cover the main categories of how Pendo is set up.
While Admins have the permissions to implement the ideas and best practices discussed, the material is important for users to also know so they have a baseline understanding of how Pendo works for your internal workforce. 

At the end of this module, you'll be able to:
  • Explain the main use cases of Pendo.
  • Describe how Pendo is installed on your application.
  • Recognize how Pendo tracks usage with Visitor IDs and metadata. 
  • Explain the purpose of the staging environment and the exclude and include list.

Curriculum

  • Introduction to Pendo for employees (1:55)
  • Pendo for employees use cases (4:50)
  • How Pendo is installed? (3:00)
  • Visitor IDs and metadata (4:15)
  • Test guides in staging and hide data (5:10)