Overview
Partners can request their Pendo representative enable Agent metadata for their Adopt end users. By enabling these metadata fields, Adopt end users can use them to build segments, target guides, and filter analytics.
These metadata fields are updated when the agent sends events with the metadata value. Once a field is enabled, it cannot be disabled. If a field cannot be removed, the Partner will see the message below that says “This metadata is tied to Pendo Adopt and cannot be removed.”
Once a metadata field is Adopt Enabled, will the value immediately appear in the Adopt End User account (V2)?
When a metadata field is enabled by a Pendo Representative, old events will not display the newly enabled metadata. The Agent metadata field(s), however, will appear on new events.
Note: Once a partner enables an existing field, they won’t receive data until a user logs into their Adopt account.
If a metadata field wasn’t Adopt Enabled before an event reached the Adopt account, the metadata field won’t appear in the Adopt account. Once the metadata field(s) is Adopt Enabled by a Pendo representative, the metadata field is visible to an Adopt account via the Visitors tab.
How can a Partner verify an Adopt account is receiving the newly enabled metadata?
In Adopt v2, navigate to the Analytics tab (1) and select the Visitors tab (2). From here, select a visitor (3). This will provide you with the user’s configured agent metadata, custom metadata, and auto metadata field.
These fields will only be updated if new events are sent in with the metadata field after the field was enabled. The fields highlighted below were added to the Data Mapping tab by a Pendo representative and now appear in an Adopt end user's account.
Why is the “Remove” button disabled on certain metadata fields?
Removing this field would break any segments your customers are using with these data. If the “Remove” button is not disabled, your organization is not passing it down to Adopt end users. Partner can therefore still remove the metadata field.
Note: Partners won’t be able to see the Adopt Enabled column in the Data Mappings tab. To make a change to the Data Mappings tab, contact your Pendo representative.