Implementation
  • 30 Jun 2022
  • 3 Minutes to read
  • Dark
    Light

Implementation

  • Dark
    Light

This page details every step you need to take to implement the G2 + Pendo integration.

1. Set the integration status

To set your integration status:

  1. Go to my.G2, then Integrations > Integration Hub.
  2. Select the Pendo tile.
  3. Set the Integration Status slider to Active.

Turn on the integration

2. Ensure user emails are included in the Pendo installation snippet

The Pendo integration relies on passing a user's email from Pendo to G2 for use in G2’s review validation and moderation process. For the integration to function appropriately, ensure that the following Pendo installation snippet includes an email parameter within the visitor object.

If your organization chooses to anonymize visitor data in Pendo, you are not eligible to use this integration.

Email should be passed to G2

Do not include special characters, such as +, with the email address. Special characters can prevent the G2 review form from displaying correctly.

For more information about the installation snippet, refer to Pendo’s Developer's Guide To Installing The Pendo Snippet documentation.

3. Insert the G2 review form into Pendo guides

To place the G2 review form in a Pendo guide:

  1. Log in to the Pendo Visual Design Studio and either create a new guide or access an existing guide.
  2. Add a Building Block to a step in your guide, then select Code Block.

G2 recommends placing the review form at the end of your Pendo guide for a better user experience.

Add a code block

  1. Edit the Code Block. Copy and paste the following HTML/iframe snippet into the HTML section.
<iframe src="https://www.g2.com/partnerships/Pendo/products/g2/take_integrated_survey.embed?email=<%=root.metadata.visitor.email%>&review_token=<%=root.guide.id%>-<%=root.metadata.visitor.id%>" width="550" height="600" FrameBorder="0">
</iframe>
  1. In the src element of the iframe snippet, replace the default g2 slug with your own product slug.

To find your product slug, go to your product profile page on G2.com and use the information in the URL between /products/ and /reviews.

For example, the G2 Marketing Solutions product profile page on G2 is https://www.g2.com/products/g2-seller-solutions/reviews, so the product slug is g2-seller-solutions.

Before:

https://www.g2.com/partnerships/Pendo/products/g2/take_integrated_survey.embed? ...

After:

https://www.g2.com/partnerships/Pendo/products/g2-seller-solutions/take_integrated_survey.embed? ...

  1. The G2 review form will appear in the preview window. Confirm that your product logo appears at the top of the review form.

Preview the review form

If you receive an error message instead of a preview of the review form, try replacing the <%=root.metadata.visitor.email%> section of the G2 code block with an email address such as test@g2.com

If the review form appears after manually filling in an email address, review the Ensure user emails are included in initial Pendo installation section to check that your Pendo installation snippet is set to provide email addresses.

  1. If needed, adjust the width and height in the G2 code block, or change the size settings in the Pendo step to ensure that the G2 review form fits appropriately.
  2. Select Apply, then make sure your guide is saved.

Repeat these steps to add the G2 review form to other Pendo guides.

4. Set up the G2 webhook in Pendo

G2 uses a webhook to authorize users to submit reviews via Pendo. This experience eliminates the need to create a G2.com account for the user.

You only need to set up a single webhook to ensure that the G2 review form can be inserted across multiple Pendo guides. Do not set up multiple webhooks.

To implement the G2 webhook in Pendo:

  1. In the Pendo Visual Design Studio, access Settings > Integrations.

Go to Pendo integrations

  1. Select the Webhooks tab, then + Add Webhook.

Add a webhook

  1. Enter the following details for the webhook settings:
    • Name: Enter a descriptive title, such as G2 Reviews, that reminds you where the webhook is used in Pendo.
    • Type: URL
    • URL: Copy and paste the following URL into this field, and then select Test to ensure the URL is correct:
    https://sy2622yl86.execute-api.us-east-1.amazonaws.com/prod/webhooks/pendo
    
    • Secret: This field can be left blank.
    • Events: Individual event categories.
    • Subscription Events: Guides.

Enter the webhook settings

  1. Save your webhook settings.
  2. Return to Integrations page in Pendo, then go to the Webhooks tab.
  3. Find the webhook you just created, then select the Enabled slider to activate the webhook.

Active webhooks display a checkmark within the slider.

Enable the webhook

  1. With the webhook enabled, you can publish your Pendo guides with the G2 review form included. Refer to the Insert G2 review HTML in Pendo guides section to add the review form to more guides.

What's Next