As a happy client of Pendo ourselves and with many of our clients using Pendo - there are 3 recipes we would like to share with you
- Populate metadata in Pendo
- Getting important notifications from Pendo to your Slack
- Getting data from Pendo into your DWH
In this guide, we’ll show you how to populate metadata in Pendo - you can also watch the video
Why?
Pushing additional metadata to Pendo (e.g. Account Tier, Subscription End Date) can help you further segment your accounts and visitors for analytics as well as target users for guides.
Ingredients You Need
- Snowflake or another data warehouse (BigQuery, Redshift…)
- Rivery account
- Pendo API token - can be retrieved here
How It Works
Step 1: Obtain your integration key from Pendo to put into Rivery
Step 2: In Pendo go to Data Mapping and add the metadata / custom fields you wish to show in Pendo (custom fields that you don’t pass through the agent)
Step 3: In your Rivery account create an Action River → REST Action
- Click on “Variables” and add {account_metadata} as new variable
- Setup your Pendo connection
- Click on “New Connection” and name your connection
- Add “key” and paste in Pendo API token from Step 1
- Setup the REST Action parameters
- Set API URL to - https://app.pendo.io/api/v1/metadata/account/custom/value
- Set Method to POST
- Set the Request header and body
- Save
Step 4: In your Rivery account create a new Logic River, this river will have three steps
- Select all the data you want to push to Pendo and store in a table in your DWH (don’t worry, we’ll create the table for you!). Select “SQL/Script” in the logic step type
- Construct the Metadata array to be sent to Pendo and save into a variable. Select “SQL/Script” in the logic step type
- Call the REST Action you created in step #2 to push the data into Pendo. Select “Action” in the logic step type
Step 5: Now all you need to do is “Schedule” your Logic River to run at a regular interval (once a day or as frequent as you need)
Step 6: That’s it! Let us know if you have any questions and don’t hesitate contacting your CSM for assistance.