Trigger Dashboard Explained
Triggers help CANDDi alert the right person when an activity of interest takes place on your website by a specific prospect.
You can set up triggers through the Trigger Dashboard. Here is a walk through the dashboard.
You start off by choosing what CANDDi should do when a prospect does something you want to know about.
Webhook: a more techy trigger that works with REST and API
Change tag: When a prospect does an activity which awards him a new tag (ie visits a particular website, or becomes a client), this trigger will automatically give the prospect the new tag so you don’t have to do it manually
Email notification: This is the most commonly used type of alert; it sends out an email to people listed in section 3 of the Dashboard.
Hipchat: This is particular to CANDDi, where we push certain notifications straight through to our internal chat system.
This is a daily report where you can set parameters, such as from which streams to receive a report, how many visitors to see, what type of a visitor to see (new or returning), and how you want to order them; this summary can be sent to more than one person.
From #3, the setup becomes trigger specific. This FAQ uses the email notification as that is most common, however below are links to FAQs for the other trigger setups.
Number 4 allows you to select which streams you’d like to appear in your email summary.
Number five shows all the triggers set up that can appear on your summary email. Here’s what they all mean:
Rejoin: used for specific pages or CANDDi capture (e.g., when prospect view a pricing page and you have a stream setup for that page, you will be alerted every time the prospect comes back to the pricing page)
Join: the first time a prospect enters the stream
Leaves: if a prospect leaves the stream for whatever reason
Returns to site: if a prospect is a member of a stream and comes back to the website
Setup selection changes based on the type of trigger you want to set up and is explained in each individual FAQ, listed below. It’s all that’s left to create the new trigger.
Trigger specific FAQ:
Webhook
Change Tag
Remove Trigger
Summary Email
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
You can set up triggers through the Trigger Dashboard. Here is a walk through the dashboard.
You start off by choosing what CANDDi should do when a prospect does something you want to know about.
Webhook: a more techy trigger that works with REST and API
Change tag: When a prospect does an activity which awards him a new tag (ie visits a particular website, or becomes a client), this trigger will automatically give the prospect the new tag so you don’t have to do it manually
Email notification: This is the most commonly used type of alert; it sends out an email to people listed in section 3 of the Dashboard.
Hipchat: This is particular to CANDDi, where we push certain notifications straight through to our internal chat system.
This is a daily report where you can set parameters, such as from which streams to receive a report, how many visitors to see, what type of a visitor to see (new or returning), and how you want to order them; this summary can be sent to more than one person.
From #3, the setup becomes trigger specific. This FAQ uses the email notification as that is most common, however below are links to FAQs for the other trigger setups.
Number 4 allows you to select which streams you’d like to appear in your email summary.
Number five shows all the triggers set up that can appear on your summary email. Here’s what they all mean:
Rejoin: used for specific pages or CANDDi capture (e.g., when prospect view a pricing page and you have a stream setup for that page, you will be alerted every time the prospect comes back to the pricing page)
Join: the first time a prospect enters the stream
Leaves: if a prospect leaves the stream for whatever reason
Returns to site: if a prospect is a member of a stream and comes back to the website
Setup selection changes based on the type of trigger you want to set up and is explained in each individual FAQ, listed below. It’s all that’s left to create the new trigger.
Trigger specific FAQ:
Webhook
Change Tag
Remove Trigger
Summary Email
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 04/02/2020
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