Skip to content

Latest commit

 

History

History
881 lines (618 loc) · 24 KB

native-ios-apis.md

File metadata and controls

881 lines (618 loc) · 24 KB

Native iOS public developer API documentation

Important

The setup API must be called before the startSession API.
All other APIs must be called after both the setup and startSession APIs, otherwise they will be ignored.
The setDebugMode API is the exception to that rule and may be called anywhere in the code.

Tip

Checkout out these sample apps integrated with Pendo:

PendoManager APIs

sharedPendoManager
setupvoid
initWithvoid
startSessionvoid
setVisitorDatavoid
setAccountDatavoid
endSessionvoid
trackvoid
screenContentChangedvoid
pauseGuidesvoid
resumeGuidesvoid
dismissVisibleGuidesvoid
getDeviceIdString
getVisitorIdString
getAccountIdString
jwtPendoJWT
setDebugModevoid

UIView

UIView.pendoRecognizeClickAnalyticsvoid

View

View.pendoEnableSwiftUIvoid
View.pendoRecognizeClickAnalyticsvoid

NSNotifications

kPNDDidSuccessfullyInitializeSDKNotification
kPNDErrorInitializeSDKNotification

JWT APIs

jwt.startSessionvoid
jwt.setVisitorDatavoid
jwt.setAccountDatavoid

PendoManager APIs

shared

class func shared() -> Self

Returns a shared instance of the PendoManager class.

Details - Click to expand or collapse

Class: PendoManager
Kind: static method
Returns: PendoManager (shared instance)

Example:

PendoManager.shared()    

setup

func setup(_ appKey: String, with options: PendoOptions?)

Establishes a connection with Pendo’s server. Call this API in your application’s onCreate() method. The setup method can only be called once during the application lifecycle. Calling this API is required before tracking sessions or invoking session-related APIs.

If setup was called while the device is offline, the setup call will fail. Please ensure calling the setup API when network connection is available.

Setup API can only be called once during the application lifecycle.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
appKey String The App Key is listed in your Pendo Subscription Settings in App Details
pendoOptions PendoOptions PendoOptions should be nil unless instructed otherwise by Pendo Support

Example:

PendoManager.shared().setup("your.app.key", with: nil);

initWith

func initWith(_ url: URL)

Call the API to enter the device into Pairing Mode when launching the app from a deep link provided by your Pendo subscription. Pairing Mode is used to tag your application and preview guides.

This API should be called either in the appDelegate or sceneDelegate class inside the openURL or openURLContexts method respectively.

Setting up the Pendo URL scheme in your app is required for your device to pair. The scheme ID can be found in your Pendo Subscription Settings in App Details.

For more information see the native iOS installation instructions. Additional steps for pure SwiftUI applications are required and can be found in the installation instructions as well.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
url URL The URL argument of the AppDelegate openURL or SceneDelegate openURLContexts method

Example:

// Implementation example in the AppDelegate file 

import Pendo

...

func application(_ app: UIApplication,open url: URL, options: [UIApplication.OpenURLOptionsKey : Any] = [:]) -> Bool {
    if url.scheme?.range(of: "pendo") != nil {
        PendoManager.shared().initWith(url)
        return true
    }
    // your code here...
    return true
}

startSession

func startSession(_ visitorId: String?, accountId: String?, visitorData: [AnyHashable : Any]?, accountData: [AnyHashable : Any]?)

Starts a mobile session with the provided visitor and account information. If a session is already in progress, the current session will terminate and a new session will begin. The termination of the app will also terminate the session.

To generate an anonymous visitor, pass 'nil' as the visitorId. Visitor data and Account data are optional.

No action will be taken if the visitor and account IDs do not change when calling the startSession API during an ongoing session.

If startSession was successful, the SDK will post a notification named "kPNDDidSuccessfullyInitializeSDKNotification".

If startSession failed, the SDK will post a notification named "kPNDErrorInitializeSDKNotification".

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
visitorId String? The session visitor ID. For an anonymous visitor set to nil
accountId String? The session account ID
visitorData [AnyHashable : Any]? Additional visitor metadata
accountData [AnyHashable : Any]? Additional account metadata

Example:

var visitorData = ["age": 27, "country": "USA"]
var accountData = ["Tier": 1, "size": "Enterprise"]
PendoManager.shared().startSession("John Doe", accountId: "ACME", visitorData: visitorData, accountData: accountData)  

setVisitorData

func setVisitorData(_ visitorData: [AnyHashable : Any])

Updates the visitor metadata of the ongoing session.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
visitorData [AnyHashable : Any] The visitor metadata to be updated

Example:

var visitorData = ["age": 27, "country": "UK", "birthday" : "01-01-1990"]
PendoManager.shared().setVisitorData(visitorData) 

setAccountData

func setAccountData(_ accountData: [AnyHashable : Any])

Updates the account metadata of the ongoing session.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
accountData [AnyHashable : Any] The account metadata to be updated

Example:

var accountData = ["Tier": 2, "Size": "Mid-Market", "Signing-date" : "01-01-2020"]
PendoManager.shared().setAccountData(accountData) 

endSession

func endSession()

Ends the active session and stops collecting analytics or showing guides to the user. A new session can be started by calling the startSession API.

This API is commonly used when the user logs out of your application.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Example:

PendoManager.shared().endSession()    

track

func track(_ event: String, properties: [AnyHashable : Any]?)

Sends a track event with the specified properties.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: void

Param Type Description
event String The track event name
properties [AnyHashable : Any]? Additional metadata to be sent as part of the track event

Example:

var trackEventProperties = ["theme": "Dark Mode"]
PendoManager.shared().track("App Opened", trackEventProperties);

screenContentChanged

func screenContentChanged()

Manually triggers a rescan of the current screen layout hierarchy by the SDK. This API should be called on rare occasions when the SDK fails to collect analytics of an element on the page or when a tooltip guide connected to an element on the page fails to appear. Examples of such scenarios may include: views updated or added to the page after the initial loading of page, as well as changes to a view’s isHidden or alpha properties.

The logic applied by this API is automatically invoked when scrolling the screen content of the app. Elements below the fold created dynamically while scrolling will be identified automatically by the SDK and there is no need to call the screenContentChanged API.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: void

Example:
PendoManager.shared().screenContentChanged();

pauseGuides

func pauseGuides(_ dismissGuides: Bool)

Pauses any guides from appearing during an active session. If the dismissGuides value is set to true, then any visible guide will be dismissed. Calling this API affects the current session. Starting a new session reverts this logic, enabling guides to be presented.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: void

Param Type Description
dismissGuides Bool Determines whether the displayed guide, if one is visible, is dismissed when pausing the display of the further guides

Example:

PendoManager.shared().pauseGuides(false);

resumeGuides

func resumeGuides()

Resumes displaying guides during the ongoing session. This API reverses the logic of the pauseGuides API.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: void

Example:
PendoManager.shared().resumeGuides();

dismissVisibleGuides

func dismissVisibleGuides()

Dismisses any visible guide.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: void

Example:
PendoManager.shared().dismissVisibleGuides();

getDeviceId

func getDeviceId() -> String

Returns the device's unique Pendo-generated ID.

Details - Click to expand or collapse
Class: PendoManager
Kind: class method
Returns: String

Example:
PendoManager.shared().getDeviceId();

getVisitorId

private(set) var visitorId: String?

Returns the ID of the visitor in the active session.

Details - Click to expand or collapse
Class: PendoManager
Kind: property getter
Returns: String

Example:
PendoManager.shared().visitorId;

getAccountId

private(set) var accountId: String?

Returns the ID of the account in the active session.

Details - Click to expand or collapse
Class: PendoManager
Kind: property getter
Returns: String

Example:
PendoManager.shared().accountId;

jwt

private(set) var jwt: PendoJWT

Returns the JWT instance for handling secure metadata sessions.

To use secure metadata sessions, contact Pendo support to enable this feature.

Details - Click to expand or collapse
Class: PendoManager
Kind: property getter
Returns: PendoJWT

Example:
PendoManger.shared().jwt;

setDebugMode

func setDebugMode(_ isDebugEnabled: Bool)

Enable/disable debug logs from Pendo SDK. To debug the Pendo SDK we recommend calling this API before calling the setup API.

Debug logs are turned off by default. Releasing your production app with the debug logs enabled is not recommended and may have performance repercussions on your app.

Details - Click to expand or collapse

Class: PendoManager
Kind: class method
Returns: void

Param Type Description
isDebugEnabled Bool Set to true to enable debug logs, false to disable

Example:

PendoManager.shared().setDebugMode(true);
PendoManager.shared().setup("your.app.key", with: nil);

UIView

UIView.pendoRecognizeClickAnalytics

func pendoRecognizeClickAnalytics() 

Call this method on the UIView to manually enable analytics collection and the display of tooltip guides on the view. Use the API only on the rare occasion when the Pendo SDK does not automatically recognize the clickable feature.

This API will only work on UIViews that inherit from UIResponder.

Details - Click to expand or collapse

Class: UIView
Kind: extension class method
Returns: void

Example:

someUIView.pendoRecognizeClickAnalytics();

View

View.pendoEnableSwiftUI

Note

Deprecated from SDK 3.1. The SDK automatically performs the logic, removing the need to use this API. Calling it will be ignored.

func pendoEnableSwiftUI() 

To support SwiftUI you must apply this modifier to the application rootView. If there are multiple rootViews (ex. usage of multiple UIHostingControllers), apply the modifier to each main rootView.

See the iOS native installation instructions for additional information and examples.

Details - Click to expand or collapse

Class: View
Kind: extension class method
Returns: void

Example:

struct YourView: View {
    var body: some View {
        Text("RootView")
            .pendoEnableSwiftUI()
    }
}

View.pendoRecognizeClickAnalytics

func pendoRecognizeClickAnalytics() 

Call this method on the View to manually enable analytics collection and the display of tooltip guides on the view. Use the API only on the rare occasion when the Pendo SDK does not automatically recognize the clickable feature.

Details - Click to expand or collapse

Class: View
Kind: extension class method
Returns: void

Example:

someView.pendoRecognizeClickAnalytics();

NSNotifications

kPNDDidSuccessfullyInitializeSDKNotification

An NSNotification will be sent once per session, as soon as the analytics recording of the session has begun and the session guides are ready to be displayed.

Guides that are not triggered on app launch may take a few additional moments after this notification has been sent to be ready for display.

Details - Click to expand or collapse

Example:

NotificationCenter.default.addObserver(self, 
    selector: #selector(self.methodOfReceivedNotification(notification:)), 
    name: NSNotification.Name.pndDidSuccessfullyInitializeSDK, 
    object: nil)

@objc func methodOfReceivedNotification(notification: Notification) {
    // your code here
}

// optional - if callback is no longer relevant

deinit {
NotificationCenter.default.removeObserver(self, 
    name: NSNotification.Name.pndDidSuccessfullyInitializeSDK, 
    object: nil)
}

kPNDErrorInitializeSDKNotification

An NSNotification will be sent on a failed attempt to establish a connection with Pendo's server or on a failed attempt to start a new session when calling Pendo's Setup or StartSession APIs respectively.

Details - Click to expand or collapse

Example:

NotificationCenter.default.addObserver(self, 
    selector: #selector(self.methodOfReceivedNotification(notification:)), 
    name: NSNotification.Name.pndErrorInitializeSDK, 
    object: nil)

@objc func methodOfReceivedNotification(notification: Notification) {
    // your code here
}

// optional - if callback is no longer relevant

deinit {
NotificationCenter.default.removeObserver(self, 
    name: NSNotification.Name.pndErrorInitializeSDK, 
    object: nil)
}

JWT APIs

Important

To use secure metadata sessions, contact Pendo support to enable this feature.
For full details on how to use secure metadata sessions and what information needs to be included in the JWTs see the mobile installation using signed metadata with JWT article.

Note

To generate or find your JWT signing-key name and corresponding secret value go to your app’s Install Settings section in your Pendo Subscription Settings.

Caution

There should be no existence of the signing-key value in the code of your mobile application.

jwt.startSession

func startSession(_ jwt: String, signingKeyName: String)

Starts a mobile session with the provided JWT and the signing-key name used to sign the JWT. Create the signed JWT on your server-side and pass it to the device, together with the signing-key name, before calling the startSession API.

If a session is already in progress, the current session will terminate and a new session will begin. The termination of the app will also terminate the session.

The JWT payload must contain both the visitor and account elements, each with an id property and value. To generate an anonymous visitor use an empty string as the value of the id property of the visitor element. The account id property may be set to an empty string as well. Additional visitor and account properties are optional.

Details - Click to expand or collapse

Class: PendoJWT
Kind: class method
Returns: void

Param Type Description
jwt String The signed JWT string containing the visitor and account elements
signingKeyName String The name of the key used to sign the JWT

Example:

/**
 * Example code on you server side to generate the JWT
 * 
 * const jwt = JWT.sign({
 *      nonce: "abcdefg78910xyz",
 *      visitor: {                  <-- the visitor element
 *          id: "John Doe",         <-- the id is mandatory
 *          age: "21"               <-- optional 
 *      },
 *      account: {                  <-- the account element
 *          id: "ACME",             <-- the id is mandatory
 *          Tier: "1"               <-- optional 
 *      }
 *      },
 *      'SECRET KEY VALUE'          <-- sign with the secret key 
 * );
*/

// fetch the signed JWT and signing key from your server
String jwt = Server.getSignedJWT();
String sKeyName = Server.getJWTSigningKeyName();

PendoManager.shared().jwt.startSession(jwt, signingKeyName:sKeyName);  

jwt.setVisitorData

func setVisitorData(_ jwt: String, signingKeyName: String)

To generate or find your JWT signing-key name and corresponding secret value go to your app’s Install Settings section in your Pendo Subscription Settings.

Updates the visitor metadata of the ongoing session with the provided JWT and the signing-key name used to sign the JWT. Create the signed JWT on your server-side and pass it to the device, together with the signing-key name, before calling the setVisitorData API.

The JWT payload should not include the account element, and the visitor ‘id’ property value must match the visitor ‘id’ value used to start the session.

Details - Click to expand or collapse

Class: PendoJWT
Kind: class method
Returns: void

Param Type Description
jwt String The signed JWT string containing the visitor element
signingKeyName String The name of the key used to sign the JWT

Example:

/**
 * Example code on you server side to generate the JWT
 * 
 * const jwt = JWT.sign({
 *      nonce: "abcdefg78910xyz",
 *      visitor: { 
 *          id: "John Doe",             <-- same visitor id as the session JWT
 *          age: "25",                  <-- updated metadata 
 *          birthday: "01-01-1990"      <-- new metadata 
 *      }                               <-- no account element 
 *      },
 *      'SECRET KEY VALUE'              <-- sign with the secret key
 * );
*/

// fetch the signed JWT and signing key from your server
String jwt = Server.getSignedJWT();
String sKeyName = Server.getJWTSigningKeyName();

PendoManager.shared().jwt.setVisitorData(jwt, signingKeyName:sKeyName);  

jwt.setAccountData

func setAccountData(_ jwt: String, signingKeyName: String)

To generate or find your JWT signing-key name and corresponding secret value go to your app’s Install Settings section in your Pendo Subscription Settings.

Updates the account metadata of the ongoing session with the provided JWT and the signing-key name used to sign the JWT. Create the signed JWT on your server-side and pass it to the device, together with the signing-key name, before calling the setAccountData API.

The JWT payload should not include the visitor element, and the account ‘id’ property value must match the account ‘id’ value used to start the session.

Details - Click to expand or collapse

Class: PendoJWT
Kind: class method
Returns: void

Param Type Description
jwt String The signed JWT string containing the account element
signingKeyName String The name of the key used to sign the JWT

Example:

/**
 * Example code on you server side to generate the JWT
 * 
 * const jwt = JWT.sign({
 *      nonce: "abcdefg78910xyz",
 *      account: { 
 *          id: "ACME",                 <-- same visitor id as the session JWT
 *          Tier: "2"                   <-- updated metadata 
 *          country: "USA"              <-- new metadata 
 *      }                               <-- no visitor element 
 *      },
 *      'SECRET KEY VALUE'              <-- sign with the secret key
 * );
*/

// fetch the signed JWT and signing key from your server
String jwt = Server.getSignedJWT();
String sKeyName = Server.getJWTSigningKeyName();

PendoManager.shared().jwt.setAccountData(jwt, signingKeyName:sKeyName);