- Course overview
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Pendo for employees course introduction (3:00)
- Get started: Pendo overview and setup
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How Pendo is installed (3:00)
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Visitor IDs and metadata (3:00)
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Staging environments and exclude lists (4:20)
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Knowledge check
- Tagging: Obtain data from workforce applications
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Introduction to tagging (5:00)
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Product areas (2:25)
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Page tagging (10:45)
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Feature tagging (8:30)
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Knowledge check
- Segments: Target your guides and analytics
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Introduction to segments (3:00)
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Key components of a segment (5:00)
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Create a segment (6:15)
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Create a segment for guide targeting (2:30)
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Segment logic (5:30)
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Knowledge check
- Analytics: Improve your ROI with data
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Portfolio Analytics (9:00)
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Knowledge check
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Intro to Analytics (4:00)
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Data Explorer: The basics (12:30)
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Workflows (10:00)
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Paths (5:30)
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Funnels (8:30)
- Guides: Engage with your employees in workforce applications
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Guides overview (6:30)
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Process walkthrough guides (11:00)
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Badge-activated tooltips (8:30)
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Resource Center (8:45)
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Embedded guides (4:05)
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Create embedded guides (3:40)
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Worksheet: Build an in-app guide campaign
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Knowledge check
- Pendo Essentials for Workforce Apps certification exam
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Before you take the exam
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Pendo Essentials for Workforce Apps certification exam
Pendo Essentials for Workforce Apps
Learn how to use Pendo for employees to unlock the full potential of your workforce software, to boost employee productivity, and increase engagement. Complete the assessment to become Pendo Essentials for Workforce Apps certified!
Pendo for employees: Optimize workforce adoption and compliance.
This course provides an in-depth exploration of how to leverage Pendo for employees to improve internal processes, drive product adoption, and ensure compliance across your organization's essential applications. Whether you're in HR managing employee onboarding or training Sales teams on CRM tools, this course will equip you with the skills to create targeted guides, analyze user behavior, and foster engagement.
Key personas, such as HR professionals and Salesforce admins, will learn how to tailor in-app guidance for their teams, streamline onboarding, and ensure adherence to critical workflows. By the end of this course, you’ll know how to maximize employee engagement with the tools they need to succeed while ensuring compliance across the board.