Migrate from Pendo

Start by deciding what you are replacing. Pendo can be a broad analytics and software experience platform, so a clean migration separates analytics history from the customer-facing adoption workflows you want to rebuild in Userorbit.

Pendo is not just a product tour tool. Many teams use it for analytics, guides, Resource Center modules, surveys, feedback, session replay, and product operations. A good migration is not a raw clone. It is a plan for what stays historical, what moves into Userorbit, and what should be simplified.

Use this guide to migrate Pendo guides and adoption workflows while preserving the analytics context your team still needs.

1. Define the migration scope

Choose the scope before touching content:

• Guides only

• Guides plus Resource Center

• Guides, checklists, announcements, surveys, and feedback

• Full adoption stack replacement

• Analytics migration or analytics handoff

If Pendo is your source of truth for deep product analytics, keep that history available while you rebuild customer-facing education and feedback workflows in Userorbit.

2. Inventory Pendo assets

Create a working spreadsheet with:

• Active and inactive Guides

• Resource Center modules

• Onboarding modules and guide lists

• Announcements, NPS, surveys, and feedback workflows

• Tagged Pages and Features

• Segments, visitor metadata, and account metadata

• Guide activation type, recurrence, close behavior, and success metrics

• Custom code blocks, custom CSS, localization, and integrations

• Dashboards or reports that stakeholders still use

Mark each item as keep, rewrite, merge, archive, or keep in Pendo.

3. Export and preserve Pendo data

Export or preserve:

• Guide performance data

• Survey and NPS responses

• Feedback records

• Tagged Page and Feature lists

• Segment definitions

• Event data through Pendo export methods, Data Sync, or API where available

Keep historical exports for reporting continuity. Most teams should establish a clear Userorbit cutover date rather than trying to make old Pendo analytics look native in a new tool.

4. Treat Resource Center migration as content plus targeting

Pendo Resource Center migration is not only about copying module names. Document:

• Launcher or badge activation

• Module types and display order

• Guide list, onboarding, announcements, feedback, and external content modules

• Segment rules for each module

• Tagged Page eligibility

• Empty-state behavior

• Styling and activation method

Then map Resource Center content into Userorbit help content, announcements, checklists, feedback entry points, and product tours.

5. Rebuild guides deliberately

For every guide you keep, capture:

• Step screenshots

• Step copy and media

• Target page or element

• Audience segment

• Activation trigger

• Recurrence and dismiss behavior

• Completion goal

• Branching, skip logic, required questions, or custom code

Advanced Pendo guide logic and custom code should be flagged as rebuild items, not assumed migration defaults.

6. Map Pendo objects to Userorbit

7. Recreate core audiences first

Do not migrate every historical segment. Start with audiences that control the buyer journey:

• User role

• Plan or package

• Lifecycle stage

• Account type

• Feature access

• Activation status

• Trial, paid, expansion, or at-risk cohorts

Once the essentials work, add narrower segments only if they still serve a current workflow.

8. QA in staging before production

Test:

• Identity and account mapping

• Event capture

• Page and feature targeting

• Segment eligibility

• Guide recurrence and dismiss behavior

• Resource/help launcher behavior

• Survey frequency

• Feedback routing

• Mobile and responsive behavior

If you briefly run Pendo and Userorbit together, suppress overlapping prompts so users do not see duplicate guides or launchers.

9. Roll out in phases

Use this launch order:

1. Internal workspace

2. Beta customers or friendly accounts

3. New users only

4. Selected production segments

5. Broader production rollout

Keep Pendo read-only during transition if stakeholders still need historical reports.

10. Remove Pendo only after dependency review

Before removing the Pendo snippet:

• Confirm no critical guides, surveys, feedback flows, or reports still depend on Pendo

• Confirm teams understand the analytics cutover date

• Confirm Userorbit events and targeting are stable

• Confirm customer-facing Pendo prompts are disabled for migrated users

• Confirm support, product, and success teams know where new feedback and adoption data live

Common questions

Can Userorbit import all Pendo analytics history?

Do not plan on a perfect analytics-history import unless your team has a verified importer and data model. Preserve Pendo exports for historical reporting and use Userorbit for new adoption workflows from the cutover date forward.

Should we keep Pendo for analytics?

Some teams should. If Pendo is deeply embedded in executive dashboards, session replay, warehouse exports, or product ops reporting, migrate the adoption layer first and decide separately whether analytics should move.

Can the Pendo Resource Center move over?

The content and jobs can move, but module targeting, page eligibility, activation behavior, and guide dependencies need to be recreated and tested.

Is this a good time to simplify?

Yes. Pendo migrations often reveal old guides, duplicate segments, stale Resource Center modules, and reports nobody uses. Retiring those items is part of the value.

Need more help? Compare Pendo and Userorbit, book a demo, or contact our support team.