This recipe is intended to walk through the steps of using Pendo and Zapier to build a very basic welcome email for new users. It can be used as a foundation for building a multi-email onboarding and education campaign.
Create a report
To get started, hop into Pendo and navigate to the Visitors section. If you’ve already created visitor reports, your screen might look slightly different. Regardless, click Create Visitor Report.
Give your report a name. Something like Zapier - Welcome Email should work.
Then click on the segment dropdown to reveal the option to create a new segment.
Create a segment
Now you’ll create your segment to define who is considered a new user who should receive the welcome email.
Name your segment something like Welcome Email.
Next you’ll add the following rule: Visitor First Visit - Within Last - 1 - Days
This tells Pendo to grab anyone who logs into your product within the last 24 hours, and throw them in a report for Zapier to pull from.
Click Create Segment to save the segment.
Set your Date Range to Last 30 Days
Last item that needs attention is the report columns. Any columns you include here will be available to leverage in Zapier. By default, the visitorID will always be included. If your visitorIds are in the form of an email, you’re good to go. If not, make sure you add a column that represents the visitor’s email address because you’ll need it when creating the email template in Zapier.
When you’re done, click Create Report.
Set up trigger
Log into your Zapier account and then click Make a Zap.
For the trigger step, search and select Pendo.
Next you’ll be asked to select a Pendo trigger. Right now, Pendo only supports one trigger so it should automatically select the default trigger. If it doesn’t auto-select, click Visitor in Report and then click Save + Continue.
Here is where you’ll select the Report ID you want to associate with this zap. You’ll be looking for the report ID with the associated name Zapier - Welcome Email (or whatever you decided to name your report).
IF you want to use an account report here, you’ll select custom value for the report Id, and then copy and paste the associated report ID.
The account report ID can be found at the end of the url when viewing the report. For example,
https://app.pendo.io/accountlist/3weNHwX-Kdodkhw3lM83YO8PtqM would have an ID of
To finish up your trigger, you need to test it by fetching a visitor that falls into the report.
Once Zapier is able to find a visitor, you’ll be able to move onto the action step: in this case, the welcome email.
In Zapier, the action step determines what will happen when a visitor is marked as a new user.
There’s a couple of things to consider before building this part of the Zap:
- Email provider: Does your company you use a certain email provider for your company email? We use Gmail here at Pendo so we would use Gmail as our action app.
- Scale: using a solution like Gmail might work short term, but long term you might want to consider integrating Pendo with an email marketing tool or integrating it with the tool that a team at your org is already using (mailchip, sendgrid, mailgun, etc.)
This example will use the native emailing app built into Zapier, but feel free to adjust for the mail client of your choosing.
Set up action
Search and select Email by Zapier.
There is only one supported action for this and it Send Outbound Email. Go ahead and click Save + Continue.
Now you’re at the point where you can build out the email template:
Build Email Template
This is the address where you want the email to go.
You can add the dynamic field that represents the visitor’s email address by clicking the small + icon on the righthand side of the form input, then locating and selecting the field that corresponds to the visitor’s email address.
It should look like this when the dynamic Pendo field is added correctly:
This is the subject of the email you’ll send
For our welcome emails we use the subject Welcome to Pendo!
Body (Html or Plain)
What should the email say?
That’s all you need to have a functional email. Go ahead and test it to make sure your formatting looks good before flipping it live. If it doesn’t look right the first time around, go back to the template step and make your adjustments. Then simply follow the testing process again in order to generate another test email.
Remember, if you targeted the email to your own email address, don’t forget to change it back after you’re done testing.
When you’re happy with it, toggle the switch and turn it live!
Errors and Recommendations
If you are encountering issues with the integration, please navigate to our reference on Errors and Recommendations.