Pendo

Configuration details for Pendo

Initial Setup

Navigate to Settings > Integrations > Integration Keys and create an Integration Key for Hightouch with "Allow writes" access.

Update visitors and accounts

The Pendo integration allows users to update existing visitors and accounts with metadata (both agent and custom fields).

Matching query results to Pendo profiles

You have to choose how to match records from your model to objects in Pendo. Select a column from your model that corresponds to the ID of your Pendo profile. In the example below, we are mapping our model's id field to Pendo's Visitor ID field

Here is where you can find the ID in Pendo:

If users are not found in Pendo, the row will be automatically skipped.

Mapping query columns to Pendo fields

Pendo has two types of fields:

• Agent fields: fields created by the API and the agent integrated on your website or app

• Custom fields: fields that are fillable in the UI and through the API

You can choose which specific fields you want to update on your profiles in Pendo. In the example below, we are mapping our model's firstname field to the field firstname that is in Pendo.

Custom fields can be created in Settings > Data Mappings in Pendo (https://app.pendo.io/admin/mappings).

Agent fields cannot be created in the Pendo UI. If you want to write to a new field in Pendo that doesn't currently exist, you can pass in the desired field's name. The option to create that new field will appear, and if pressed, the field will be created during the next sync.