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Segment Your Way to Enlightenment

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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!

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Segment Your Way to Enlightenment

  1. 1. Gregg Sporar Segment Your Way to Enlightenment
  2. 2. Agenda • What Problem Are We Solving? • ShippingEasy and How We Use Pendo • Pendo’s Attributes • Your Attributes • Blacklisting • Blacklisting & Guides • Attribute History
  3. 3. What Problem Are We Solving?
  4. 4. What Problem Are We Solving? • Which customers are using which features? • How to target Guides to specific customers?
  5. 5. What Problem Are We Solving? • Which customers are using which features? • How to target Guides to specific customers?
  6. 6. Pendo’s Attributes
  7. 7. Pendo’s Attributes • First Visit • Last Visit • Time in application • Operating system • Browser version • etc...
  8. 8. Pendo’s Attributes
  9. 9. Pendo’s Attributes
  10. 10. Pendo’s Attributes
  11. 11. Your Attributes
  12. 12. Your Attributes
  13. 13. Your Attributes Three Rules for Attributes
  14. 14. Your Attributes Rule 1: Select the Most Meaningful Data First
  15. 15. Your Attributes Rule 1: Select the Most Meaningful Data First
  16. 16. Your Attributes Rule 1: Select the Most Meaningful Data First
  17. 17. Your Attributes Rule 1: Select the Most Meaningful Data First
  18. 18. Your Attributes Rule 1: Select the Most Meaningful Data First • Subscription Type • Add On Products • Marketplace(s) • Milestones • Carrier(s) • Shipping Preferences • etc
  19. 19. Your Attributes Rule 1: Select the Most Meaningful Data First
  20. 20. Your Attributes Rule 1: Select the Most Meaningful Data First
  21. 21. Your Attributes Rule 2: Use a Naming Convention
  22. 22. Your Attributes Rule 2: Use a Naming Convention
  23. 23. Your Attributes Rule 2: Use a Naming Convention
  24. 24. Your Attributes Rule 3: Format Attributes Correctly • Date/Time • Lists
  25. 25. 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"]
  26. 26. Your Attributes Rule 3: Format Attributes Correctly
  27. 27. Your Attributes Rule 3: Format Attributes Correctly
  28. 28. Blacklisting
  29. 29. Blacklisting
  30. 30. Blacklisting Group 1: Test and Development Servers
  31. 31. Blacklisting Group 1: Test and Development Servers
  32. 32. Blacklisting Group 2: Your Customer Support Team
  33. 33. Blacklisting Group 2: Your Customer Support Team • Instead of: var pendoVisitorVals = {"id":"3740", • Specify: var pendoVisitorVals = {"id":"gregg@shippingeasy.com",
  34. 34. Blacklisting Group 2: Your Customer Support Team
  35. 35. Blacklisting Group 2: Your Customer Support Team
  36. 36. Blacklisting Group 2: Your Customer Support Team
  37. 37. Blacklisting Group 3: Data Collisions
  38. 38. Blacklisting Group 3: Data Collisions
  39. 39. Blacklisting • Instead of: var pendoAcountVals = {"id":"371", • Specify: var pendoAccountVals = {"id":"STG-371", Group 3: Data Collisions
  40. 40. Blacklisting & Guides
  41. 41. Blacklisting & Guides
  42. 42. Blacklisting & Guides
  43. 43. Blacklisting & Guides
  44. 44. Blacklisting & Guides
  45. 45. Attribute History
  46. 46. Attribute History • Type: Banner • Activation: Automatic • Segment: Mobile operating systems • Code (CSS tab): display: none;
  47. 47. Attribute History
  48. 48. Attribute History
  49. 49. www.pendo.io THE CONFERENCE

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