Guide: No-Code Targeting in Pendo Using Fulcrum
Segmentation is a powerful tool in modern product teams that enables you to deliver tailored product walkthroughs and in-app notifications to different groups of users. By integrating Fulcrum's AI-based segmentation with Pendo, you can bring together data from various sources and create dynamic segments that seamlessly sync with Pendo for precise targeting. This guide will walk you through the key benefits of this integration, the steps to sync Fulcrum segments with Pendo, and how to leverage Fulcrum segments in Pendo for effective outcome.
Key Benefits
1. Unified Customer Data:
Integrating Fulcrum with Pendo eliminates the need for complex data extraction and code changes. Fulcrum brings together customer data from product analytics tools, marketing tools, CRM tools, and data warehouses into one centralized platform.
2. AI-Based Segmentation:
Fulcrum's AI-powered segmentation allows you to create segments based on a wide range of attributes, behaviors, and demographics. This ensures that your targeting is precise and data-driven.
3. Dynamic Segments:
Fulcrum enables you to create dynamic segments that automatically update as user behaviors and attributes change. This ensures that your targeting remains accurate and relevant over time.
4. Effortless Sync:
Syncing Fulcrum segments with Pendo is a seamless process that requires minimal technical intervention. Once set up, the segments sync with Pendo's user and account attributes, making them readily available for targeted marketing efforts.
Steps to Sync Fulcrum Segments to Pendo
Step 1: Go to Fulcrum's Segment Page
Navigate to Fulcrum's segment management page where you can create and manage your segments.
Step 2: Add Pendo as a Sync Application
Within Fulcrum's segment details, locate the option to add sync applications and select Pendo from the list of available applications.
Step 3: Input Pendo Integration API Key
To establish the connection between Fulcrum and Pendo, you'll need to input Pendo's Integration API key. Retrieve this key from Pendo's Settings > Integrations > Integration Key.
Step 4: Finish the Sync
Complete the synchronization process by following the prompts in Fulcrum. This step will initiate the dynamic segments sync from Fulcrum to Pendo.
Utilizing Fulcrum Segments in Pendo
1. Segment Metadata in Pendo:
Once the sync is complete, Fulcrum segments will appear as metadata attached to both user and account objects in Pendo.
2. Creating Targeted Walkthroughs:
When creating product walkthroughs, such as new user onboarding or free trial walkthroughs, you can leverage Fulcrum segments for precise targeting. In the walkthrough creation interface, choose a fulcrum_segment as the attribute while adding custom segments criteria.
3. Personalized Experiences:
By associating Fulcrum segments with your walkthroughs, you ensure that users receive personalized experiences based on their product behaviors, sales data, and account data. This increases the relevance and effectiveness of your walkthroughs.
Integrating Fulcrum's AI-based segmentation with Pendo opens up new avenues for targeted product experiences. It simplifies the process of bringing customer data into Pendo, allows for dynamic segment creation, and enhances the precision of your product efforts. By following the outlined steps and utilizing Fulcrum segments in Pendo, you can create personalized user experiences that drive engagement and conversions.