Jira Tickets

https://bigdigit.atlassian.net/browse/DCM-1759

Useful Pendo Guide Pages

Developer's Guide To Installing the Pendo Snippet – Pendo Help Center

Planning your Pendo Installation – Pendo Help Center

Pendo in Development and Testing – Pendo Help Center

Actions and decisions to be made for implementation

@Adam Marriott (Unlicensed)definitive list of visitor and account IDs and other metadata including languages
@Adam Marriott (Unlicensed)how to differentiate between UAT and production environments with IDs
@Adam Marriott (Unlicensed)Check that metadata does not exceed 64KB through converting to JSON as per instructions
@Adam Marriott (Unlicensed)where code snippets should be added to initially within DCM
@Adam Marriott (Unlicensed) will there be any unknown/anonymous users

@Mark Blair (Unlicensed)@Gurminder Singh (Unlicensed) investigate and implement code snippet into selected iFrames after Adam decided which screens are relevant

@Mark Blair (Unlicensed)@Gurminder Singh (Unlicensed) check performance (Chicago says it has no performance impact)

@Mark Blair (Unlicensed)@Gurminder Singh (Unlicensed) Investigate where it can be tested without affecting live

@Mark Blair (Unlicensed)@Gurminder Singh (Unlicensed) Investigate whether there will be any clash with WMS in terms of functionality performance

@Mark Blair (Unlicensed)@Gurminder Singh (Unlicensed) verify installation using instructions provided. Note that the existence of the snippet does not mean tracking is taking place. The snippet must be initialized to start tracking and that is where the visitor, accounts and metadata is stored.

Extra Notes

Taken from Developer's Guide To Installing the Pendo Snippet – Pendo Help Center:

We (Pendo) provide the initialization code block. Your team must determine the appropriate values to pass as the visitor and account ID and additional metadata.  The visitor ID must represent one person through their entire customer journey in your various products, across web and mobile apps. Consensus on this ID between your product and engineering team is crucial. If you’re worried that IDs between your environments, dev or staging, will collide you can append an identifier for the environment to the ID using a prefix or suffix. Methods for identifying visitors in different environments are described in Pendo in Development and Testing. Identifying visitors in different environments will be helpful later when excluding data.

The additional fields shown above are examples of other metadata you can send us about the visitor or account. You can send dates, integers, floats, booleans, and lists. Pendo does not support objects. See our article on Data Mappings for more information.

If your Pendo champion has filled out an Installation Workbook refer to Basic Installation for the fields your team expects to capture.