Getting started with Pendo

Discover the best ways to set up your Pendo subscription. Learn about the very important metadata, Exclude list, and Staging environment setup.

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About this course

Getting started with Pendo
This course is designed to walk you through the main categories of how to set Pendo up successfully. 
Who should take this course? 
While Admins will be the ones who have the permissions to implement the ideas and best practices discussed, everyone looking for a baseline understanding of how Pendo works should take this course. 
We'll cover: 
  • Creating a good and clear Pendo experience for team members
  • The importance of Visitor and Account IDs
  • What the Exclude/Include list is used for
  • What the Staging list helps with
  • User permissions

Curriculum20 Minutes

  • Core settings
  • What is Pendo? (5:05)
  • Pendo Homepage (2:25)
  • Visitor IDs, Account IDs, and metadata (3:40)
  • Hide data with the Exclude List (2:40)
  • Test guides with the Staging List (0:55)
  • Knowledge Check
  • For Admins
  • Getting ready for install checklist
  • Pendo Governance (3:00)
  • Adding Pendo users: Roles and permissions (2:00)
  • Validating Your Pendo Installation (3:30)
  • Avoiding Visitor ID Collisions (5:00)

About this course

Getting started with Pendo
This course is designed to walk you through the main categories of how to set Pendo up successfully. 
Who should take this course? 
While Admins will be the ones who have the permissions to implement the ideas and best practices discussed, everyone looking for a baseline understanding of how Pendo works should take this course. 
We'll cover: 
  • Creating a good and clear Pendo experience for team members
  • The importance of Visitor and Account IDs
  • What the Exclude/Include list is used for
  • What the Staging list helps with
  • User permissions

Curriculum20 Minutes

  • Core settings
  • What is Pendo? (5:05)
  • Pendo Homepage (2:25)
  • Visitor IDs, Account IDs, and metadata (3:40)
  • Hide data with the Exclude List (2:40)
  • Test guides with the Staging List (0:55)
  • Knowledge Check
  • For Admins
  • Getting ready for install checklist
  • Pendo Governance (3:00)
  • Adding Pendo users: Roles and permissions (2:00)
  • Validating Your Pendo Installation (3:30)
  • Avoiding Visitor ID Collisions (5:00)