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Visitor and account metadata

Data Mappings

Data Mappings is where you can see the "name" and "type" of data that Pendo uses for all analyses. Data Mappings can be found on the Install Settings page by clicking the "Data Mappings" tab.

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Metadata Groups

There are a few possible "groups" that the metadata falls under.

Agent Metadata

This is metadata passed through the installation snippet. These fields can only be changed within the code snippet. It is important that the agent data be reviewed inside of Pendo to ensure that the data-type listed in Pendo matches the actual data-type sent in the snippet. This metadata automatically updates when a user visits a page in your application and passes the fields to Pendo. If an agent metadata field is incorrectly populated, it can only be updated the next time the user visits your application and passes the correct information. These fields cannot be modified manually or through the API. There are several metadata fields that are provided out of the box:

Default Account Metadata:

  • First Visit
  • Last Visit
  • Number of Days Active
  • Number of Events
  • Number of Visitors
  • Time on Site

Default Visitor Metadata:

  • First Visit
  • Last Visit
  • Number of Days Active
  • Number of Events
  • Number of Visitors
  • Time on Site
  • Most recent browser version and name
  • Most recent operating system
  • Most recent server name

Custom Metadata

This is a way to add a custom "Pendo only" field to help analyze aspects of your data. This field can be updated manually on a specific Visitor/Account details page, or updated in bulk through our API.

Salesforce Metadata

These fields are pulled in from Salesforce through our integration. This is only an option if the Salesforce integration is enabled. These fields are not editable. More information on the integration here.

Segment.io Metadata

These fields are pulled in from the Segment.io integration and are not editable from the data mappings page. This type of metadata is only used with the integration. More information on the integration here.

Remove Agent or Custom Metadata

Agent or Custom metadata can be removed or deleted through the data mappings page. To delete a metadata field, click on “remove” and “confirm” the deletion.

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The confirmation prompt will display for a couple of seconds to prevent accidental deletions. If no confirmation occurs, the button will revert back to the "Remove" state.

Once you confirm, the metadata field will be removed from the list and no longer available to be used in segmentation.

Frequently Asked Questions

What types of metadata should I send to Pendo?

We recommend that you send us anything you would find beneficial in segmenting your Visitor and Account base. Several examples include Role, Account Status, Account Manager, Contract Expiration Date, Account Creation Date, etc.

How do I send metadata?

You’ll want to add any variables to your Pendo snippet under the visitor or account sections.

How do I specify the type of data fields I am sending to Pendo?

Admins can identify the datatype of each field on the Data Mappings tab found on the Install Settings page.

When would I want to use a custom field?

If you want to add metadata from your product, passing it through the agent is best. When looking to add metadata from Salesforce, leveraging our Salesforce Integration will be the best. If the data you are looking to add doesn’t fall into either of these categories, custom fields will fill this void. You can add data manually to each visitor, or you can leverage our API to add larger amounts to custom fields. Custom fields can be added from the Data Mappings page.

What key-values are supported when passing metadata through the snippet?

A custom "key" must start with a letter or a "_". No other types of syntax is supported. For example, if you have a key such as "300", it needs to be changed to "_300" in order to work properly with Pendo. If this syntax is not followed, you will not be able to create segments or run reports using those custom fields.

Supported syntax includes:

  • letters
  • numbers
  • _
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