Pendo provides a firehose stream of analytics, which is great! But how do you filter out the noise? The obvious step of blacklisting servers is easy. Beyond that, there are some key techniques to apply to the data that your application provides to Pendo. The goal: make it easy to set up powerful blacklist entries and Segments in Pendo so that you see only relevant analytics. For example, sending data to Pendo from a test or staging server is useful, but be careful! If your test data overlaps with your production server, be certain to tag it differently when sending it to Pendo. And while blacklists are great for controlling Pendo's analytics, they don't help you target Guide content. For that, you have to be smart about how you use Segments and you have to understand how Pendo uses the data you send it about each Visitor and Account. Another key thing to understand about Segments is that Pendo only keeps the most recent information that your application sends about each visitor to your application. The implication is that you have to be careful about looking at historical data with Segments that are based on visitor attributes. You can do date-independent analysis, but it requires a specific technique. Come to this session to learn tips and tricks for creating Segments for the analytics you need and the customers you want to target!

1. Gregg Sporar
Segment Your Way to
Enlightenment

2. Agenda
• What Problem Are We Solving?
• ShippingEasy and How We Use Pendo
• Pendo’s Attributes
• Your Attributes
• Blacklisting
• Blacklisting & Guides
• Attribute History

3. What Problem Are We Solving?

4. What Problem Are We Solving?
• Which customers are using which features?
• How to target Guides to specific customers?

5. What Problem Are We Solving?
• Which customers are using which features?
• How to target Guides to specific customers?

8. Pendo’s Attributes

9. Pendo’s Attributes
• First Visit
• Last Visit
• Time in application
• Operating system
• Browser version
• etc...

10. Pendo’s Attributes

11. Pendo’s Attributes

12. Pendo’s Attributes

13. Your Attributes

14. Your Attributes

15. Your Attributes
Three Rules for Attributes

16. Your Attributes
Rule 1: Select the Most Meaningful Data First

17. Your Attributes
Rule 1: Select the Most Meaningful Data First

18. Your Attributes
Rule 1: Select the Most Meaningful Data First

19. Your Attributes
Rule 1: Select the Most Meaningful Data First

20. Your Attributes
Rule 1: Select the Most Meaningful Data First
• Subscription Type
• Add On Products
• Marketplace(s)
• Milestones
• Carrier(s)
• Shipping Preferences
• etc

21. Your Attributes
Rule 1: Select the Most Meaningful Data First

22. Your Attributes
Rule 1: Select the Most Meaningful Data First

23. Your Attributes
Rule 2: Use a Naming Convention

24. Your Attributes
Rule 2: Use a Naming Convention

25. Your Attributes
Rule 2: Use a Naming Convention

26. Your Attributes
Rule 3: Format Attributes Correctly
• Date/Time
• Lists

27. Your Attributes
Rule 3: Format Attributes Correctly
• Date/Time - ISO 8601 Format
"aa_ld":"2019-07-29T15:06:36Z"
• Lists - JavaScript array
"aa_st":["Shopify","WooCommerce","Amazon","Etsy"]

28. Your Attributes
Rule 3: Format Attributes Correctly

29. Your Attributes
Rule 3: Format Attributes Correctly

30. Blacklisting

31. Blacklisting

32. Blacklisting
Group 1: Test and Development Servers

33. Blacklisting
Group 1: Test and Development Servers

34. Blacklisting
Group 2: Your Customer Support Team

35. Blacklisting
Group 2: Your Customer Support Team
• Instead of:
var pendoVisitorVals = {"id":"3740",
• Specify:
var pendoVisitorVals = {"id":"gregg@shippingeasy.com",

36. Blacklisting
Group 2: Your Customer Support Team

37. Blacklisting
Group 2: Your Customer Support Team

38. Blacklisting
Group 2: Your Customer Support Team

39. Blacklisting
Group 3: Data Collisions

40. Blacklisting
Group 3: Data Collisions

41. Blacklisting
• Instead of:
var pendoAcountVals = {"id":"371",
• Specify:
var pendoAccountVals = {"id":"STG-371",
Group 3: Data Collisions

42. Blacklisting & Guides

43. Blacklisting & Guides

44. Blacklisting & Guides

45. Blacklisting & Guides

46. Blacklisting & Guides

47. Attribute History

48. Attribute History
• Type: Banner
• Activation: Automatic
• Segment: Mobile operating systems
• Code (CSS tab):
display: none;

49. Attribute History

50. Attribute History

52. www.pendo.io
THE CONFERENCE