Setting up 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

Setting Up Pendo
This course is designed to walk you through the main categories of how to set Pendo up successfully. 
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. 
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

Curriculum30 Minutes

  • Core settings
  • What is Pendo? (5:05)
  • 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
  • Adding Pendo users: Roles and permissions
  • Bonus: The Tech Corner
  • Validating Your Pendo Installation (3:30)
  • What to Avoid with Visitor IDs (5:00)

About this course

Setting Up Pendo
This course is designed to walk you through the main categories of how to set Pendo up successfully. 
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. 
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

Curriculum30 Minutes

  • Core settings
  • What is Pendo? (5:05)
  • 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
  • Adding Pendo users: Roles and permissions
  • Bonus: The Tech Corner
  • Validating Your Pendo Installation (3:30)
  • What to Avoid with Visitor IDs (5:00)