Pendo Resource Center Integration Setup

Requirements

In order to successfully set up the Pendo Resource Center integration, you must make sure that —

a) You have integrated Receptive with your product, either through the Javascript integration or via the API.

b) Your Pendo snippet must share the same User IDs as Receptive. You can ensure this in a few ways:

1. Install the Receptive widget into your app, which will pass the same User IDs to Receptive and Intercom.
2. Create a user in Receptive through the API using the same User ID for Receptive and Intercom.
3. If your Pendo/Receptive User IDs don't match, you can add a receptiveUserId value to the visitor in your Pendo snippet instead.

User IDs

For the integration to work correctly, the user IDs must be the same for both Receptive and Pendo.

In other words, the "id" attribute of "visitor" in your Pendo snippet must be set to a customer's user ID in Receptive.

You provide Receptive with the user IDs when you configure the Receptive integration. You should then ensure that you supply Pendo with the same IDs. 

Here is an example of the "visitor" config in your Pendo snippet:

// in your authentication promise handler or callback
pendo.initialize({
  visitor: {
    id: 'VISITOR-UNIQUE-ID' // Required if user is logged in
    // email: // Optional
    // role: // Optional

    // You can add any additional visitor level key-values here,
    // as long as it's not one of the above reserved names.
  },
  account: {
    id: 'ACCOUNT-UNIQUE-ID' // Highly recommended
    // name: // Optional
    // planLevel: // Optional
    // planPrice: // Optional
    // creationDate: // Optional

    // You can add any additional account level key-values here,
    // as long as it's not one of the above reserved names.
  }
});

You can find your customer's user ID by going to their profile page in Receptive, either by searching their name or going to Customers > [Account Name] > [User Name].

Setup

Follow these steps to successfully set up the Pendo Resource Center integration:

1: Navigate to Settings > Third Party Integrations, click into the Pendo dropdown and click "Generate New Auth Token", then copy the generated token.

2: Navigate to Settings > Integrations > Receptive > Add Integration in Pendo, and paste your Receptive auth token into the "Auth Token" field. You can also set a title and description for the integration. Now click "Save", and do the same for Production.

3: Navigate to Guides > Resource Center > Add Module and select Receptive.

4. Click "Add Modules", and Receptive should appear in the Resource Center preview. Now push it to staging and then push it to production when you're ready.

That's all it takes. You'll now be able to use Receptive from within your Pendo Resource Center.