Product teams in software companies are often under tremendous pressure to optimize their solutions and provide a better customer experience. One of the best ways to enhance user experience on digital solutions is by tracking user engagement.
Although companies track engagement with Google Analytics, it does not provide valuable information for SaaS solutions. Consequently, organizations use Pendo, a product experience, and digital adoption solution, for their SaaS products.
Pendo eases this workload and assists software companies by providing practical analysis and insights into their product. However, to get in-depth insights, you must transfer data from Pendo to a Data Warehouse like Amazon Redshift.
In this article, you will learn how to connect Pendo to Redshift to help you enhance your user experience and better understand your data.
Features of Redshift
Machine Learning
Redshift ML with Amazon SageMaker makes Data Analysis easy for data analytics, business intelligence professionals, and developers. Amazon SageMaker is a Machine Learning Service that you can use without prior knowledge of any new feature or software language.
With this fully managed Machine Learning Workflow, you can build, train and deploy using simple SQL commands in Amazon Redshift. Several ML models are readily available for Amazon Redshift as SQL functions, so you can directly use them in your reports.
Data Sharing
Redshift provides users with easy and cost-effective data-sharing methods right from a single cluster to multi-cluster deployment. Data Sharing enables instant and granular access across various clusters without copying or shifting the data. The Data-Sharing features allow users to share data resources while managing data fidelity across all the data entities.
Easy Analytics
With the Amazon Redshift serverless option, you do not need to worry about the setup or management of the Data Warehouse. Any user, from Data Analysts to Data Scientists and Business Professionals, can quickly get insight from the data without the need for technical assistance. Redshift monitors the users’ workload and implements algorithms to improve the data structure for better optimization on its own.
By migrating data from Pendo to Redshift you can find critical insights related to product performance and perform comparative analytics to gain information related to target audiences along with more accurate results.
Method 1: Automated Pendo to Redshift Migration Using Hevo Data
Hevo Data, an Automated Data Pipeline, provides you with a hassle-free solution to load data from Pendo to Redshift and 100+ Data Sources within minutes with an easy-to-use no-code interface.
Hevo is fully managed and completely automates the process of not only loading data but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code.
Method 2: Manually Migrating Data From Pendo to Redshift
This method of migrating data from Pendo to Redshift would be time-consuming and somewhat tedious. This is a long process and you have to be very careful of the order while executing; even a small mistake requires the whole process to be run again.
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What is Pendo?
Image Credit: Pendo
Pendo helps software-based companies perform product analysis and better resonate with their target customers. It assists software developers in enhancing their products with its vast collection of tools like in-app guides, product analytics, and sentimental analytics.
Pendo supports product companies in acquiring better results and enables your company to identify the areas where your product management team should focus on. Identifying and dealing with these grey areas can result in an enhanced product experience.
By implementing Pendo with your product, you can understand the performance of your product and lighten the workload of your sales, marketing, R&D, and support teams.
Features of Pendo
Product Analytics
The product analytics of Pendo monitors your software product from the second you deploy your app. You can easily access analytics from events without the need to feature tags.
With Pendo on your side, there is no need for technical assistance or an engineer to help you set up the app or collect insights. Features like Engagement Scores and Data Explore support you in comprehending your product’s performance, areas you need to improve, and opportunities for upsell/cross-sell.
While using a mobile application, you need to personalize it for every user to ensure a good user experience. Pendo’s tooltip effectively guides new users and offers a good onboarding experience. You can create real-time campaigns that identify the appropriate tooltips you should use for your target audience.
With Pendo, you can experiment, run tests and explore different media or texts to see which combination gives the best result. Pendo delivers a report of the average tooltip display period or the number of customers you can get without the engagement of tooltips.
In-app Messaging
With Pendo’s in-app messaging, your company can easily communicate and interact directly with users. You can update customers about new features, resources, how-to guides, and guided videos or walkthroughs of your product.
If your software product has bugs or issues, your customer assisting team can proactively help customers via in-app messaging. In the long run, this feature of Pendo is highly effective and supports positive business outcomes for your product. Note that these messages are different from push notifications, as they are sent while the user interacts with your software product.
Methods to Connect Pendo to Redshift
Method 1: Automated Pendo to Redshift Replication Using Hevo Data
Hevo Data is an Automated No-Code Data Pipeline Solution that helps you move your Pendo to Redshift. Hevo is fully-managed and completely automates the process of not only loading data from your 100+ Data Sources (including 40+ Free Sources) but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.
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Using Hevo Data, you can connect Pendo to Redshift in the following 2 steps:
Step 1: Configuring Pendo as a Source
Perform the following steps to configure Pendo as the Source in your Pipeline:
- In the Asset Palette, Click on PIPELINES.
- In the Pipelines List View, Click + CREATE.
- In the Select Source Type page, select Pendo.
- In the Configure your Pendo Source page, specify the following:
- Pipeline Name: A unique name for your Pipeline, not exceeding 255 characters.
- Region: The subscription region of your Pendo account. Default value: Region – US.
- Integration Key: A secret value with read-write access to your Pendo data via v1 APIs. Note: This key is specific to the subscription region of your account.
- Historical Sync Duration: The duration for which the existing data in the Source must be ingested. Default value: 3 Months. Note: If you select All Available Data, Hevo fetches all the data created since January 01, 2013 for your account.
- Click TEST & CONTINUE.
- Proceed to configuring the data ingestion and setting up the Destination.
Step 2: Configure Amazon Redshift Connection Settings
Perform the following steps to configure Amazon Redshift as a Source in Hevo:
- In the Asset Palette, Click on PIPELINES.
- In the Pipelines List View, Click + CREATE.
- In the Select Source Type page, select Amazon Redshift.
- In the Configure your Amazon Redshift Source page, specify the following:
- Pipeline Name: A unique name for your Pipeline.
- Database Cluster Identifier: Amazon Redshift host’s IP address or DNS name.
- Database Port: The port on which your Amazon Redshift server is listening for connections. Default value: 5439.
- Database User: The authenticated user who has permission to read tables in your database.
- Database Password: The password for the database user.
- Select an Ingestion Mode: The desired mode by which you want to ingest data from the Source. The available Ingestion Modes are Table, and Custom SQL. Read Ingestion Modes. For Ingestion mode as Table, read Object Settings to configure the objects to be replicated.
- Database Name: The database that you wish to replicate.
- Connect through SSH: Enable this option to connect to Hevo using an SSH tunnel, instead of directly connecting your Amazon Redshift database host to Hevo. This provides an additional level of security to your database by not exposing your Amazon Redshift setup to the public. Read Connecting Through SSH. If this option is disabled, you must whitelist Hevo’s IP addresses.
- Click TEST & CONTINUE to proceed with setting up the Destination.
Method 2: Manually Migrating Data From Pendo to Redshift
This method consists of two steps to connect Pendo and Redshift. These steps include exporting the data from Pendo, followed by uploading this data into Redshift for secure storage and analysis. Ensure you follow these given steps in order to connect Pendo and Redshift effectively:
Step 1: Exporting Data From Pendo
All users except for Read-Only can create and save reports in the Data Explorer section. You will get your data in the form of a CSV file. This file will have a dataset with the score, status, tags, efforts, id, title, description, etc. Follow these steps to download your CSV file from Pendo successfully:
Step 1.1: Create Your Report
- Go to the Data Explorer tab under the Behavior section.
Image Credit: Pendo
You will need a Data Source and an object to create a new report. However, you must provide two Data Sources and ten objects for advanced analysis. Note that the Data Explorer will analyze data daily for a default of 30 days.
Image Credit: Pendo
Step 1.2: Build Desirable Query
Building the desirable query is essential for creating the dataset you want. You can choose the date range, segment, group, and other parameters. Follow these steps to build an effective query:
- Select two Data Sources.
- Select a measurement for each Data Source.
Image Credit: Pendo
- You can select a different app for each Data Source used for multiple applications.
- Select the data range of your choice.
Image Credit: Pendo
- Select the data breakdown (optional).
Image Credit: Pendo
- Compare data range.
- Click on the desirable segment you want. Note that the default for a segment is “to Everyone.”
- Create a draft segment by clicking create a draft segment, adding rules, and running it.
- Choose the Group by available Metadata.
Step 1.3: Run the Created Query
Image Credit: Pendo
Step 1.4: Go to Visualization and Side Panel
Once you have executed your query, Pendo will display the breakdown and chart table. Both of these tools will help you to visualize the data easily. You can download the chart as well.
Image Credit: Pendo
Step 1.5: Go to the Breakdown Table
- Click the Download button to export the data as a CSV file.
Image Credit: Pendo
Step 2: Uploading Data Into Redshift
You can use Amazon Redshift with Amazon S3 or remote hosts to safely store data. We will load data from Pendo to Redshift with the help of Amazon S3 buckets. You can use the INSERT command to enter the files, but this method is time-consuming and tedious. Instead, we suggest using the COPY command to save your time.
Follow the instructions to load data into Amazon Redshift properly:
Step 2.2: Entering Data Into the Amazon S3 Bucket
The containers of Amazon S3 are known as buckets. Each user has a maximum of 100 buckets to store their data, documents, and files. On request, you can increase the number of buckets of your account.
First, you must create a cluster; if you already have one, skip this step. Now create a new bucket, select a region and load your data in the bucket. Note that the bucket’s name should be unique among your account’s existing bucket names.
Image Credit: Self
Step 2.2: Loading Data to Amazon Redshift
Follow the given steps to load the data to Amazon Redshift correctly:
- Create a sample table with apportioned attributes.
- Execute the COPY command to load the data.
COPY table_name [ column_list ] FROM data_source CREDENTIALS access_credentials [options]
- Run the VACUUM and ANALYZE command after every CRUD operation.
- Drop your clusters.
Limitations of Using Manual Method to Migrate Data From Pendo to Redshift
Connecting Pendo to Redshift properly through a manual process is time-consuming and opens a window for human errors, Data Quality issues, and Data Integrity problems.
Hence you should use ELT tools or No-code Platforms like Hevo Data. With Hevo, there is no need to download your data on your device or even use Amazon S3 buckets. Hevo Data delivers easy and effective real-time Data Replication from Pendo to Redshift.
Conclusion
If you have or are going to deploy a product-based application, then ensure you use Pendo to monitor the progress and detect flaws in your product. With these insights, you understand the customer’s behavior and enhance your application, thereby increasing the user experience.
You can also store this data and essential insights in Amazon Redshift for further analysis. Redshift, along with the assistance of the Amazon SageMaker, helps in discovering critical insights to make better decisions for your business.
There are various sources that companies use as it provides many benefits, but, transferring data from these sources into a Data Warehouse is a hectic task. Automated Data Pipeline Solutions help in solving this issue and this is where Hevo comes into the picture. Hevo Data is a No-code Data Pipeline and has awesome 100+ pre-built integrations such as Pendo and Redshift to choose from.
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Hevo can help you replicate your data from 100+ Data Sources such as Pendo and load them into a destination like Redshift to analyze it in real-time. It will make your life easier and Data Replication hassle-free. It is user-friendly, reliable, and secure.
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Share your experience of learning about loading data from Pendo to Redshift in the comments section below.
Vidhi possesses a deep enthusiasm for data science, with a passion for writing about data, software architecture, and integration. She loves to solve business problems through tailored content for data teams.