• Dashboard - FAQs

  Your dashboard is the part of CANDDi you’ll use the most day-to-day. There are lots of little bits to it and this article might be able to help you learn all the tricks to get the most out of CANDDi for your business. If there’s anything regarding your dashboard that we haven’t answered here, email us on hello@canddi.com or give us a call on 0161 414 1080 CANDDi CRM plugin CANDDi salesforce plugin repositioning (https://suppoPopular

• What does the blue pen icon in the activity view of a visitor profile mean?

  The blue pen icon next to recent activities allows you to edit certain information. Once you click on the blue pencil it will take you to the following screen where you are able to: create a tag for that page so all visitors to this page will be tagged edit the page title if you want to change how it’s displayed in CANDDi edit the page category (eg. product, contact, pricing; however, this is done auPopular

• Using CANDDi.Download to send a tracked email link to a third-party site

  You want to track and identify people clicking through your campaigns/emails, but your links go to sites which don't have CANDDi tracking on? No problem. We can redirect them through your site - so they still click one link from your email and go to Facebook, for example, but in between they have whooshed through your site and been picked up by your tracking. This takes only a few seconds, and isn’t noticeable. Follow these instructions on how to do it. Log in to www.CANDDi.download. (hPopular

• Using CANDDi.Download to send email attachments

  When you wish to send an email attachment CANDDi.Download allows you to send the attachment to a download link instead. be de To use CANDDi.Download follow the below steps: Have more questions? Submit a requestPopular

• Create a Stream Explained

  Creating a stream from scratch might seem daunting with all the parameter options presented. Here is a quick guide that explains it all. When you want to create a stream, you will be presented with a view like this: You will need to start with choosing the parameter group from the list on the right and then a specific type. The options are as follows: Contact - referring to detSome readers

• CANDDi CRM Plugin

  CANDDi now provides a plugin for your CRM which shows you an individual's profile from CANDDi. This also includes company information and a link to their profile in your dashboard. The following instructions explain how to install: Be sure you use Google Chrome for this, as the plugin is in the Chrome Extensions store. Here's a link to download Chrome Go to the Chrome Extension store (https://chrome.google.com/webstore/detail/canddi-crm-gui/okhSome readers

• What does CANDDi.Download do?

  CANDDi.Download works in two ways. The first, by uploading a document, this allows you to send tracked links to your intended recipient therefore allowing you to answer these questions: Has it been opened? When it was opened? How long was it viewed for? Has it been viewed multiple times? The second is using a CANDDi.download redirect link to identify visitors you are directing to a site that isn't yours (and therefore isn’t tracked) e.g. your social media pages or blog posts. This allSome readers

• How can I tag people who visited a specific page?

  If you want to see everyone who has been to your contact page; everyone who has completed an enquiry form; or everyone who has passed the first step in your 3 steps registration process, CANDDi makes this easier with the Site tagging settings. You can access it from two locations: Using the settings drop down list then clicking on the Site Tagging - Individual settings option. (https://storage.crisp.cSome readers

• CANDDi.download Custom Domain Name / Removing 'CANDDi' in the URL

  If you want your domain name for your documents to show as something other than the default, you may need to get your developer or IT department to help you. You will need to: Create a CNAME record for the domain you want Point the CNAME record at canddihq.canddi.download Enter details into the box in your CANDDi.download Settings Have more questions? Contact us at or 0161 414 1080Some readers

• Tags, tables and triggers - FAQs

  Tags, tables and triggers are all important parts of CANDDi that can sometimes take a little understanding. This page has all the FAQs under these headings to help you work it all out. They’re all closely linked with Streams, which has its own FAQ page here. If you’re struggling with anything related to these topics, you’ll find the answer here. If we’ve missed something, or you need more help, email us at hello@canddi.com or give uSome readers

• Why do all my contacts say 'first time in stream'?

  When you first create a new stream, CANDDi scans through all your existing contacts to see who matches the stream rules. Any contact who fits the criteria is added to the stream. Unfortunately, CANDDi doesn't know when that contact first entered the stream, hence CANDDi defaults to providing the time that the stream was created. Any new Contacts joining this stream after the stream has been created will have the correct time that they joined the stream set. Have more questions? Contact us atFew readers

• Why does CANDDi say a contact is 'Assigned to (user not found)'

  Sometimes in a contact's profile, CANDDi will say they're ‘Assigned to (user not found)’. This happens when the Contact was assigned to a user, then the user was deleted from their account. To re-assign this contact, simply click on 'Assign' and choose the user you’d like in the drop-down list. Have more questions? Contact us at or 0161 414 1080Few readers

• How do I see who is reading my quote proposals?

  After you upload your document to CANDDi.download and then attach it to an email, be that bulk or 1-2-1, CANDDi will automatically create a stream for that particular document. When your prospect or client clicks on that file link, they will automatically fall into that stream. Whenever anyone opens and re-opens your quote proposal, brochure or any other file you send through CANDDi.download, you can always check that on your dashboard. (https://storage.crisp.chat/users/helpdesk/website/546Few readers

• How do I switch between dashboards?

  If you are a MultiAdmin and have access to more than one CANDDi dashboard, you can quickly and easily switch between them. In the right top corner of your dashboard, right next to the search bar, you will see your company's logo in a circle. If you hover clock on your logo, it will give you a drop-down of all the other dashboards you can access, too. If you have more than five, you can use the search functiFew readers

• What does 'Count: company name' mean in the Export?

  ‘Count: Company Name’ (or ‘Count: any other field name ’) is included because sometimes CANDDi has multiple Company Names for the same visitor. We can only display one of these in the export so we pick the primary one. However we want to let you know there are multiple so that you can investigate further if you need to. Have more questions? Contact us at or 0161 414 1080Few readers

• How do I see who has visited a particular page in the last month?

  If you want to see who has visited a page in the last month, you'll need to do three things: Create a tag which expires after 30 days Add the tag to the page in the site dashboard Make a stream to see the visitors with the tag To create an expiring tag, first go to the ‘Tags Management’ in the settings page. Select ‘New Tag’ to the right top corner. (https://storage.crisp.chat/users/helpdeskFew readers

• Merged Contacts

  When CANDDi identifies that two website visitors relate to the same ‘real-world’ person then CANDDi will merge these items together automatically. When the contact is unknown, this happens because CANDDi puts a few cookies onto the web browser of every visitor. Every time a visitor on a new web browser visits your site then we create a new Contact. When a visitor comes from multiple web browsers on the same machine then we can join these Contacts together. This produces an ‘unknown / unknown’Few readers

• CANDDi.download in Email Plugin

  You are now able to use CANDDi Download directly in the CANDDi email plugin. Rather than going directly to CANDDi.Download, you can now upload PDFs and redirect links in the sidebar/live feed. Here's how to use this: You'll now see a new icon as to where you can do this. Simply click on this icon, and you'll see where to upload. Here you can upload your PDF, redirect or drag and drop the file in. (httpFew readers

• Track a YouTube link in CANDDi.download

  Before you can track YouTube links using canddi.download, your channel needs a custom URL. You can do this once your YouTube channel is qualified: you need to have had your channel more than 30 days and have 100 subscribers - we can help you with this. Sign in to YouTube and go to your advanced account settings. Under ‘Channel settings’, select the link to claim your custom URL. In the ‘Get a custom URL’ box, you'll see the custom URL(s) that you've been approved for. You can't change these, buFew readers

• Why should I use CANDDi.Download?

  A lot of businesses send quotes or collateral via email. This feature was developed when it was noticed that users were missing opportunities to track their prospects’ engagement level after hitting send. CANDDi.Download is a tool that will help identify more prospects through the use of hyperlinks. It comes in handy when you’re sending an email attachment, or directing someone to a site that isn’t yours. Normally, you’d lose sight of this ‘chain’, because wherever you’re directing the recipieFew readers

• What is CANDDi.download and how do I get the most from it?

  It is part of your standard CANDDi dashboard, where you can upload an attachment or document like a Quote, Proposal, Invoice -- personalised document for your client/s, or even standard documents like Terms & Conditions. Once you have been setup with CANDDi.download (please speak with your Account Developer to get access), there are two parts to consider: You can upload any attachment to CANDDi.download, it gets stored in your own segregated aFew readers

• Streams - FAQs

  Streams are CANDDi’s way of sorting your visitors into easy, customisable lists. You can change who has access, make streams based on whatever criteria you’d like, and even get notifications about activity in your streams. Everything you need to know about streams is here. If you need information on Tags, Tables or Triggers that isn’t covered here, there’s a separate FAQ for that here. If we’ve missedFew readers

• Post Length 1494

  You will sometimes find the phrase 'POST LENGTH 1494' within a form submission. This occurs when too much data has been entered and CANDDi wasn't able to track it all back to our servers. CANDDi will capture that a form submission was completed but won't be able to pick up the details. Have more questions? Contact us at or 0161 414 1080Few readers

• How can I add or alter contact profile information?

  In the detailed view of any contact profile, you can edit or add information to the Personal section. Simply click on the pencil icon to open the editing screen: Type in the information you wish to add, and click add. This will now update the data field on the profile. If you would like to update or amend informFew readers

• How do I set up my CANDDi.download?

  Below are the steps on how to set up your CANDDi.Download: Go to your CANDDi.Download, this can be accessed through your dashboard under 'Identify' then 'CANDDi.Download’ (or: click here). Sign in with your account, and at the top, go to 'Settings'. Here you will need to add a part of your original CANDDi tracking code. (https://storage.crisp.chat/users/helpdesk/website/cea18Few readers

• Can't get a custom YouTube URL

  You can use www.canddi.download to track a link to YouTube like any other 3rd party site. However, YouTube links may not work if you don't have a custom URL. See here for instructions on how to get a custom Youtube URL and track your link. If you can't yet get a custom URL because you don't have enough subscribers, your options are: Get your staff, family, staff's family (and dogs) to subscribe to your chaFew readers

• How to select contacts

  In order to select contacts, you must change from ‘card view’ into ‘list view’ which is shown below. The blue button is ‘list view’. On the left, there is a small box to select the contact. You can select more than one at the same time. An orange bar will pop up at the bottom of the screen. You can then edit theseFew readers

• How to assign a Contact to another CANDDi User

  Assigning a Contact to another CANDDi User enables that user to get automatically notified when this Contact returns or performs interesting activity on your site Assigning is different to Sharing. Assigning ‘assigns’ this Contact to a specific CANDDi User. The User gets a notification and also gets notified each time that the assigned Contact returns to the site. Sharing sends a copy of the contact profile and a message to any email address. First, click on the profile of the Contact you wisFew readers

• How to change the background colour in CANDDi.Download

  If your company logo is white, then you will need to add a coloured background so that it's viewable. Follow the steps to do this below. Once you have uploaded your company logo and clicked save and it's white you will need to do the following: In the Settings on CANDDi.download, under the View Design section, find ' <div class="navbar-header" '. You can do it manually or by pressing ctrl-F on a windows computer or cmd-F on a Mac to bring up a search tool, in the top-right corner of the browseFew readers

• How do I export data from a stream?

  Ensure that you are in the stream that you wish to export data from, and select the drop down menu which is located on the top right-hand side of your dashboard (the ellipsis). Then as below, select ‘Export Stream’. You can change the dates you want to export from. You can also change what you want to see within your export: (https://storage.crisp.chat/users/helpdesk/website/54632cdb5236a400/export2izwFew readers

• Merging Contacts

  In order to merge tags: View contacts in "list" view, Select the 2 contacts you want to merge, 3. Then an orange bar will appear at the bottom of the screen which says ‘EDIT CONTACTS’ Once the pop-up has appeared select ‘Advanced Options’ and press ‘MERGE CONTACTS’ (https://storage.crisp.chat/users/helpFew readers

• Stream Referrers: Social Media option vs. Google source vs. Subtype and Type

  There are two ways you can track visitors that come to your website from social media: broadly, or specifically. Broadly: through selecting ‘Social Media - Network Name’, you will be able to pick up anybody who comes from any social media, as long as you choose ‘with any value’; if you choose ‘with any selected value and then put down the name of your target social media platform (e.g., Facebook), it will only pick people up from Facebook. With these rules, CANDDi will not pick up specificFew readers

• What is a Tag?

  Tags are ‘properties’ of Contacts. They describe certain actions a Contact has undertaken. They include things like ‘identified’ or ‘loggedin’, but you can also tag people with things like their rough geographic location. You can then see all visitors who came from ‘Atlanta, GA, USA’ or ‘Edinburgh, Scotland’. These tags can be used to make ‘Streams’ in order to view Contacts with specific filters. Tags can be added to a Contact in two different ways: Manually, using the contact view. SimplyFew readers

• How to stop users getting email every time a visitor is assigned

  By default CANDDi has an Email Notification trigger on the assigned stream for each user. When a new visitor is assigned to that user then they will receive an email telling them this. This can be disabled by removing the trigger. Individuals can do this for themselves, or an admin can do this for them. Have more questions? Contact us at or 0161 414 1080Few readers

• Multiple CANDDi Captures

  You can choose to have multiple CANDDi captures on your website, each saying something else and each appearing on a different page. Here is how you can do it. During the process of Creating a New Capture, you will need to input the URL of the particular page, time delay and priority. The higher the number, the higher the priority for capture on that page. Example: You have a generic capture on every page of your websFew readers

• CANDDi Salesforce Plugin Repositioning

  By default, the CANDDi Salesforce plugin will show at the bottom of a contact in Salesforce, but you can set this to show in its own panel. Here's how to move the position of the plugin: In ‘Salesforce’, click your name at the top right hand corner, and then 'Setup'. You may need admin privileges for this. Then, go to 'App Setup' Leads Page Layouts, pictured below. (httpsFew readers

• How to add websites to your CANDDi dashboard

  If you want to add a new site to your CANDDi dashboard, go to the settings tab core analytics: It will take you to a new screen looking like this: Click ‘Add Host’ and copy and paste your new site's URL into the new fFew readers

• Uploading in CANDDi.Link

  Once you've decided how you want to filter, tag and manage your data in CANDDi, the next step is to upload this data into CANDDi.Link. Please make sure any upload is made with a .csv file. Here’s how to do it: Ensure the data is as clean and organised as you can, with the correct data under the correct headings. Make sure only the relevant fields are uploaded as there are a limited number of data fields that can be mapped using CANDDi.Link. They are: Tags † Assigned To: Email Address EmaiFew readers

• How do I change a individual contact from Prospect to Converted?

  Go to the contact tags section within the contact profile. You will need to view the tags in ‘list view’. Click the blue cross next to ‘prospect’. Now, select ‘converted’ from the drop-down box that appears when you click into the input box. If you colour coded your tags as well, the header of the contacts preview wFew readers

• Create a stream for an Adwords/PPC Campaign

  If you want to create a stream for PPC visitors, first you need to set up Google Keywords. Once you've set these up, you can go to ‘Create Stream’ to filter your PPC/Adword visitors. Select from the list of filters under ‘Referrers’, ‘Custom: Google Keyword’. Pick ‘with any selected value’ and choose your keyword from the dropdown. Have more questions? Contact us at orFew readers

• How can I see the leads assigned to a particular user?

  On your dashboard, click the large green Stream New + button on the left. In the list, click COMMENT/ASSIGN, and then from the dropdown, select ASSIGNED TO USER. To the right, click on select an option. Your screen should now look similar to the screenshot below. Select ‘with a value of’ and then click on select a usFew readers

• Enquiries not appearing in CANDDi?

  If you have received a notification saying someone filled in your enquiry form but you can't find them within CANDDi, here are some reasons why this might be: There are two people associated with one profile. If two (or more) people have used the same computer, CANDDi will add the new information to the same profile. You can see a black folded page icon on any contact where we have gathered multiples of any data, e.g. two different company names. Someone entered the wrong data, for exampFew readers

• Google PPC, SEO & Keywords

  If you are aiming to create a stream based on either your PPC, SEO or keywords you could run into a few problems and find you're unable to do so. As of 2013 Google has encrypted their keywords. With a new search algorithm this prevents analysis of the keywords and because of this we can't create streams based on the keywords you'd choose to use. PPC is also encrypted however we can still gather the information needed, meaning we can build streams based on your PPC campaigns. Have more questFew readers

• Do pop-up blockers block CANDDi Capture?

  The short answer is no. Although it may appear to behave like a pop-up ad, technically CANDDi Capture works in a different way. Pop-up adverts actually open in a new ‘window’, whereas CANDDi Capture is within your own site -- the same way your own forms on the site would work. Have more questions? Contact us at or 0161 414 1080Few readers

• Building a Stream based on a Tag

  If you want to see who has visited a particular page, you'll need to do two things: Add the tag to the page in the site dashboard Make a stream to see the visitors with the tag To add a tag to the particular page, go to the ‘Site Tagging - Individual’ in ‘Settings’. Paste in the URL you are wanting to tag and click ‘Search’. CANDDi will bring that URL up on top of the list, and to its right you willFew readers

• People appearing more than once in CANDDi

  There can be a few reasons why one person with the same name and email address are appearing more than once in CANDDi: A colleague has sent an email via outlook or Gmail to multiple people. This will cause CANDDi to think everyone who follows the link is the same person, as the outlook or Gmail plugin will only track 1-to-1 emails. A colleague has forwarded the email with tracking in it. A 1-to-1 email was sent but the recipient has forwarded the email onto people thus causing CANDDi to pFew readers

• Webhook Trigger

  You will need to supply CANDDi with a webhook callback URL which can accept a HTTP POST request, for example: https://example.com/callback.php"" target="blank" rel="noopener noreferrer" class="csh-markdown csh-markdown-link">https://example.com/callback.php This trigger can be set to fire when: a Contact first enters this stream a Contact leaves this stream a Contact in this stream rejoins WheFew readers

• What is an activity?

  An activity is a trackable action committed by a visitor to your website. Typically, these include things like pages viewed, forms submitted, offsite links clicked and PDFs downloaded. You can find a list of the activities of a particular visitor towards the bottom of their contact profile. You can filter activities on an individual profile by clicking the filter button and customising it specifically toFew readers

• Funny Symbols in my Export?

  Sometimes you can see a strange symbol (§) in your export. This happens because if you select ‘display value with highest count’ in the following fields, and then select company name, CANDDi will separate multiple names with this symbol. For example: company1§company2§company3 See the images for more details. comFew readers

• Updating contacts in bulk

  You can perform a range of actions on groups of contacts through the dashboard including: Adding/Removing tags Assigning Contacts Adding comments Setting Contacts as Prospects Excluding Prospects Sharing Contacts by email If you want to update contacts in bulk, then choose the stream you wish to select contacts from and switch to ‘List View’. Select one or more contacts, and if needed use the ‘selFew readers

• Searching for specific contacts in CANDDi

  On your CANDDi dashboard, you will see a search bar on the top right hand side. You can do a real time search without having to create a new stream. Using the drop down list, you can search through our contacts by inputting email addresses, company names and IP addresses. In order to search more than one item, separatFew readers

• CANDDi Capture - FAQs

  CANDDi Capture is CANDDi’s own form that appears on your website. It is another method of identifying visitors to your site, and usually identifies 3-5 times more visitors than forms already on your site. You can customize the format and placement to fit your website. This article is a guide to all our CANDDi Capture FAQs, which should cover any questions you might have about it. If we’ve missed anything or you need any more help, get in touch with us at 0161 414 1080 or hello@canddi.com. WhFew readers

• What is Lead Scoring?

  CANDDi Lead Scoring is a streamlined way of seeing which of the prospects in your dashboard are the hottest. A visitor's score depends on things like which pages of your site they visited; where they came from; and how many pages they looked at in a particular session, etc. Lead score is displayed as a number on the top right of a contact card, beside the Lead Grade which shows as a letter. (https:/Few readers

• How do I configure Lead Grade?

  If you would like to configure the Lead Grade on CANDDi, you can either get in touch with your account manager, or you can choose to optimize it yourself. If you want to do it yourself, you will need to head to the ‘Lead Grade Settings’ under Settings options on the top bar in the CANDDi dashboard. Once in the Lead Grade Settings, there are a few things for you to fill in to configFew readers

• How do I Configure my Lead Scoring?

  To begin with, you can always speak to your Account Developer to help you set up your Lead Scoring just call in on 0161 414 1080. Alternatively, you need to decide what things an interesting prospect might do on your website, as opposed to an uninteresting visitor. For example, your prospects might: Visit your ‘Services’, ‘Contact’ or ‘Testimonials’ page View more than 2 pages in one browsing session Fill in an enquiry form While your timewasters might: Hang about only on your blog/reFew readers

• Not Seeing Changes On Capture?

  If you make a CANDDi Capture live, then realise you’ve made a mistake, you can go back and change it. However, it may appear the capture hasn’t changed. This is because it is cached (read - saved) on your computer for two hours. New visitors to the site will see the rectified Capture, but old ones will see the old Capture for up to two hours. Have more questions? Contact us at or 0161 414 1080Few readers

• How to create a new Capture

  From your dashboard, click the ‘Identify’ tab and select ‘CANDDi Capture’. You will then see a tab on the top left-hand side of the screen which says ‘+ new capture’. Select this tab. Creating the Question First, you have to set your question. Input your question into the ‘question’ field. This will be seen by visitors. Try to make it as concise as possible. (https://storage.crisp.chat/userFew readers

• Searching streams

  You're now able to direct search streams in your dashboard if you can't find what you're looking for. Once you've logged into CANDDi, you'll now see a search bar in the stream column: Simply enter the name of the stream you're looking for and the stream will appear:Few readers

• What are CANDDi Sessions?

  You may have noticed in the ACTIVITY section of a profile, the coloured tabs that run down the left hand side of a visitors website activity. These colour changes indicate a new ‘session’. A ‘session’ is determined when a visitor has first come onto the website in any given period without already visiting. If a visitor is inactive but on your site for more than 30 minutes, any subsequent activity will be considered a new session. (https://storage.crisp.chat/users/helpdesk/website/54632cdb523Few readers

• How do I stop my staff/colleagues showing in my streams?

  You can do this either by using the excludes modal or from within the individual contact profile. Click on the contact profile to open it in the detailed view, and scroll down to the ‘ACTIONS’ widget, and click the Prospect button. Click the ‘EXCLUDE CONTACT’ button, and that contact will no longer be visible in any of your streams, except the excluded stream. Have more questionFew readers

• See which Adwords/PPC campaign visitors came from

  If you want to be able to see which adwords campaign your visitor came from, you'll have to use Google’s ValueTrack parameter to force Adwords to pass the keyword that triggered the ad. This requires some changes in your Adwords account, mainly updating the destination URLs with some extra parameters such as in the example below: http://www.example.com/?keyword= keyword You can read the detailed procedure on Google’s Value Track support page. Note that this will not pass the exact search querFew readers

• Why are there multiple contacts with same company?

  CANDDi tracks individual computers. The first time that a computer (contact) comes to your website, we place a long lasting cookie on their machine. Each contact displayed on the dashboard represents a new distinct machine. Therefore there are two options why multiple Contacts show with the same company: The most likely: These are TWO people from TWO different computers. In this case CANDDi is doing exactly what it’s supposed to do - showing you both visitors from the same company.Few readers

• Map & Location

  When CANDDi displays a person's location within the map, it is based on 2 things: their postcode, or their IP address. This means the accuracy of these maps can vary. If the profile has a static IP address (company), then the company data will normally be correct and therefore will show the location of the company. However if the company has a registered location of a Head Office, yet the person visiting is from a branch, CANDDi will display the Head Office location. (https://storage.crisp.Few readers

• How do I export data from more than a week ago?

  When exporting data from a stream, you need to select the drop-down menu located in the top right of the dashboard. Then press ‘EXPORT STREAM’ and a pop-up will appear. If you want to export the data from more than seven days ago, select the change tab and choose one of the options from the drop-down list. If youFew readers

• Profile - Last Referrer

  In the CANDDi profile, you can get a quick idea as to where your prospect or client has come from. This could be a google search, an AdWords click, or a marketing campaign, for example. Here are all the referrers explained: Direct: In the absence of another referrer this will be displayed. The visiFew readers

• How does CANDDi identify Company Names from IP Lookup?

  One of the ways CANDDi obtains Company Identified and Location information is by using IP Lookup, however this is only an approximation; certain edge-cases are not accurate. This article looks at these edge-cases and how you can ‘train’ CANDDi to improve relevance for your organisation. When a visitor arrives on your website then CANDDi will perform a reverse IP lookup. Essentially we're running this query to identify the registered owner of the IP address. Wikipedia Article: whois ip addreFew readers

• How do Tags and Streams work together?

  Streams and Tags are two hugely beneficial features of CANDDi that enable you to filter and identify the most relevant visitors to your website. When working in tandem it's a sure fire way to generate more leads. Tags Tags are used to record when a visitor has visited a specific page on your website or carried out a specific action. This could work when you have a particular high value product on your site, that once a visitor has viewed you want to highlight them specifically in CANDDi. OFew readers

• Bronto merge tags

  CANDDi integrates with almost all email platforms which support ‘merge tags’ or 'personalising' emails. CANDDi integrates by creating 'individual URL links' for each visitor. In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient. Almost every email platform supports this, however, this functionality has different names in different platforms: Merge Tags, Merge Fields and Personalisation are just some of the terms that wFew readers

• What's a Lead Grade?

  The Lead Grade, which appears on the top of a contact as a letter, is designed to let you sort and filter based on the ‘quality’ of a particular visitor. For example, sometimes you spot a really engaged visitor who is visiting all the right pages on your website, and has a really high lead score... However, they turn out to be a competitor, student, or somebody else you aren't really interested in. In theFew readers

• Adding Triggers to a Stream

  Triggers allow a CANDDi user to be notified when a Contact first joins the stream, or when the Contact returns to the website. For example: a custom stream might have been created for all Contacts who have spent more than sixty seconds on the website. A Contact who visits the website and spends only thirty seconds will NOT be in this stream. A Contact who visits the website and spends more than sixty seconds will join this stream. When they join the stream, you (the CANDDi User) can be notifiedFew readers

• How does CANDDi.Link work?

  Think about how you typically save records within your CRM. Invariably, we'll have records categorised as Client/Account, Lead/Opportunity, Lost Opportunities, Ex-Client, etc. We will then have contact details for any individuals belonging to those records, as well as whoever might own or created that record. All we're essentially doing is re-processing that information as a ‘tag’ within CANDDi. Check the image below as a guide to how it works. (https://storage.crisp.chat/users/helpdesk/webFew readers

• 'Create a Stream' not loading

  If you have created a stream and it is not saving or it is taking a long time to save then this is because CANDDi is looking through all your data to find profiles that match the stream rules. If CANDDi is taking longer than 5 seconds to pull through profiles then the following will appear on your screen: You can press SAVE & CONTINUE and the stream will save and CANDDi will continue to find the correcFew readers

• Using the Excludes modal

  The ‘Excludes’ window is used to automatically tag Contacts who match a company/email/IP based pattern. Because CANDDi focuses on visitor level tracking, no visitor is actually blocked. Those that you exclude will still be visible in the Excluded stream, but not any of your other streams. The Excludes window can be found under the Settings -Excludes Filter on the top menu (NOTE: This is only available for the Users with admin privileges) The window has three sections: (https://storageFew readers

• How to Share a profile with another email address

  The ‘Actions’ widget can be used to forward copies of the profile information to other email addresses. NOTE: Sharing is different to Assigning. Sharing sends a copy of the contact profile and a message to any email address. Assigning 'assigns' this Contact to a specific CANDDi User. The User gets a notification and also gets notified each time that the assigned Contact returns to the site. See here for details on assigning. (https://support.canddi.com/en/article/how-to-assign-contact-to-Few readers

• Adding a Stream to a Nightly Summary

  Any stream can be included in your nightly summary email by adding an appropriate trigger to that stream. First, select your stream from the left-hand menu, or create a new trigger through the trigger dashboard under Alerts. From the drop-down menu within a stream choose ‘Edit Triggers’. This is found on the right-hand side of the page. Select the "+ new trigger" tab. (https://storage.crisp.chat/users/hFew readers

• Lead Score and Lead Grade - FAQs

  Your Lead Score and Lead Grade are a part of CANDDi’s software that helps you to prioritise and understand your prospects. This article is a guide to all our Lead Score and Lead Grade FAQs, which should cover any questions you might have about it. If we’ve missed anything or you need any more help, get in touch with us at 0161 414 1080 or hello@canddi.com. What’s a Lead Grade? What’s Lead Scoring? (https://support.canddi.cFew readers

• How to hide activities in a profile

  If you would like to hide an activity in a profile, such as a background video, then follow the below steps to do so. Please note this will hide all of the specific activities you choose for future visitors. Find the activity you would like to hide and click on the blue pencil. This will take you to the site tagging settings. CANDDi should have already opened the edit view of the page for you. If it hasFew readers

• How to delete 'incorrect' data from CANDDi

  CANDDi is a learning system - when it collects data from your website or its visitors, then it tries to interpret and organise this data. However, while it works really well, sometimes it can get it wrong, for example: identifying an ISP as a Company. This help guide details how to delete this incorrect data from CANDDi. If you identify a contact with ‘incorrect’ data, you'll typically see this within the dashboard list or card view. (https://storage.crisp.chat/users/helpdesk/website/54632Few readers

• How to Add or Edit Stream Groups

  Sorting the data within CANDDi is a brilliant way of segmenting data, organising it, and separating out exactly what you want to see. But when you’ve got loads of streams, it’s really difficult to keep on top of them all. A perfect way of streamlining them is by creating Groups. There are three ways of doing this, here’s how: NOTE: the first two methods will create Stream Groups just for you. The third method will create / edit Stream Groups for all CANDDi users. When you’re creatingFew readers

• Tags Management dashboard

  In CANDDi, you can change the colours of your visitors’ profiles. This is done through Tag management, where you can assign a particular colour to a particular tag, for example: your prospects to be blue; clients to be green; and competitors to be red. The Tags Management dashboard is also used to create, edit and delete all the tags you are currently using. This is how to alter the colours: Go to settings Tags management. (https://storage.crisp.chat/users/helpdesk/website/54632cdb5236a4Few readers

• Stream Visitors From Social Media

  Now that you have made your tracked social media campaigns, you can stream people based on what post they came from. To stream based on campaign name, wait until at least one person has clicked through your post. Then go to ‘Create Stream’, filter by ‘Referrer’, ‘Google Campaign’, and select those visitors ‘with any selected value’ - then choose your campaign name from the dropdown list. To stream based oFew readers

• 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 prospFew readers

• Streams Dashboard Explained

  The streams dashboard is the part of CANDDi where you will find all your streams listed. Within that view, you can edit rules, duplicate, and share these streams with other users. Here is a quick walk through of how to navigate the stream dashboard. After finding the dashboard through Settings Streams Dashboard, you will have a view like this: This is the number of all the streams on CANDDi.Few readers

• Why are the maps not loading?

  The map images within CANDDi profiles are pulled through from Google Maps via an API. Google applies a standard daily usage limit on the number of times the map will load. The limit is 25,000 map loads per 24 hours. You can find for information on this topic here. So if you load CANDDi regularly, you may notice during the day the Maps may stop loading. It is possible to pay for more ‘map loads’ and thisFew readers

• How to access and use the Streams Dashboard (Admin mode)

  The CANDDi Admin Dashboard allows users to create different streams to share, edit, set up and assign to individual team members. It is a clear and easy way of managing your leads and getting the most out of your sales team. You will find the Streams Dashboard Page under the tab settings at the top of the menu bar. The dashboard itself looks as follows: (https://storage.crisp.chat/users/helpdesk/websFew readers

• What is the Question - CANDDi Capture?

  CANDDi Capture makes it easy to put questions in front of your website visitors as a pop-up when they meet certain criteria, so you can target different questions to different types of visitors. Questions appear as a customisable tab in the bottom right hand side of the screen and can gather information which is then mapped back into CANDDi. There are four different types of question: single answer, multi-choice, small text box and large text box. You can also turn on the ‘Email’ and ‘Name’ fieFew readers

• Tags Dashboard Explained: Site Tagging - Individual

  There are two types of Tags Dashboard in CANDDi. The first adds tags to one page at a time (Site Tagging - Individual) and the second adds tags to groups of streams (Site Tagging - Group). In this FAQ, we look at the Site Tagging - Individual dashboard. Site Tagging - Individual helps you tag individual pages the wayFew readers

• Understanding Lead Score and Lead Grade

  Lead Score and Lead Grade are two of the most powerful features in CANDDi. They enable marketers and salespeople with high-traffic volume websites to quickly and accurately identify the most profitable target leads, and to use algorithmic learning to recommend the next action. The Lead Score is a numeric value (0 - 100) based on the Contact's activity on the website: number of sessions, number of pages, high value pages, etc. The Lead Score is calculated in real-time and increases as the scorinFew readers

• How do I remove a trigger?

  Each dashboard user can set or delete their own triggers, and admins can do this on behalf of other users. You can do that through the Triggers Dashboard or by editing Triggers on a particular stream. Log in to your dashboard and go to the stream that you wish to remove trigger from. Select EDIT TRIGGERS from drop down on the right-hand side. Find the trigger you would like to remove in the list, anFew readers

• What is CANDDi.Link?

  CANDDi.link allows you to use existing knowledge within your CRM/ERP/Database to enhance the data you have within CANDDi. This is so you can better manage and filter your identified visitors into specific segments as well as alerting the right people at the right time. Below is a screenshot of a typical profile that could be enhanced with CANDDi.Link (http://canddi.link/?utmmedium=email&utmsource=gmail&coid=Y2FuZGRpaHF8MTQ4NTUzMTkyMXwzMjA5Ng%3D%3D&ceb4=c2xvd2VzQGxldml0YXRlcmVjcnVpdG1lbnQuY2Few readers

• CANDDi.download - FAQs

  CANDDi.download is a part of your dashboard where you can upload attachments or documents to send them in emails. Using this part of the software means you can track when an email recipient opens and downloads your documents. This article is a guide to all our CANDDi.download FAQs, which should cover any questions you might have about it. If we’ve missed anything or you need any more help, get in touch with us at 0161 414 1080 or hello@canddi.com. What is CANDDi.download and how do I get theFew readers

• Importing data into Excel

  Sometimes Excel ‘mangles’ the CSV data which has been exported from CANDDi, for example: Excel strips off the leading 0 from Phone Number fields. This FAQ shows how to import the data into Excel in a way which preserves this data. Run a regular Stream Export in CANDDi Once the Export has completed then download the CSV file from Actions -Downloads Now to import into Excel Select File -Import -CSV File (NOTE: These screenshots were made on a Mac - but the Windows workflowFew readers

• Data Privacy & CANDDi.Link

  Our obligation: As laid out for our clients in the CANDDi Terms & Conditions, we have a series of commitments to ensure that confidential information shared by our clients stays that way. You can view these under Condition 10. Confidentiality (pg. 10) within our T&C's here Your obligation: We completely respect and advocate the security of all of our clients and their respective customer/client data. That is why we always recommend that any clieFew readers

• What is the difference between a static and a dynamic IP address?

  An IP address is a number that identifies each client or server on the internet; the internet equivalent of a telephone number. IP addresses are divided into 4 parts, each ranging from 0 to 255, separated by dots, for example: 192.168.0.1 Dynamic IP addresses can change each time you connect to the Internet, while static IP addresses are fixed and don't change over time. Residential internet connections usually use dynamic IP addresses, while commercial leased lines and servers (commonly belonFew readers

• CANDDi Score

  You might have noticed an option on the top bar on your CANDDi dashboard that says Score. Unlike ‘Lead Score’ which scores your prospects, CANDDi scores you as a business and how well you're doing with the system. It is to be used as guidance as well as insight to where you might want to focus (e.g., driving traffic, assigning contacts, etc.). (https://storage.crisp.chat/users/helpdesk/website/54632Few readers

• Manually adding a tag

  Sometimes you will want to ‘tag’ a visitor (e.g. as a prospect, competitor, enquired, etc.) Now you can create your own tags and organise them so tagged visitors show up whatever colour you want. This makes it really easy to spot ‘competitors’ a mile away! In order to tag one visitor manually, you will need to go into the profile: Then if you find the CONTACT TAGS section, you will need to change the viewFew readers

• What information can I find in a Contact view?

  Here’s a quick tour of a Contact: The visitor's contact details If a contact has more than one value it will show as ‘+ more companies’. You will need to click on this for more info, or to edit the info manually. (https://storage.crisp.chat/users/helpdesk/weFew readers

• New Stream Creation: Referrers - What are those?

  If you want to create a stream specific to one of your marketing campaigns (like email marketing, social media, etc.), you will come across the ‘referrer’ in one way or another. Here are the options listed and what the most used ones actually mean. Custom: Content: This is used when you want to track specific link from a post’s specific section; it is set up manually and a consultant can walk yoFew readers

• A form submitted why can't I see them in CANDDi?

  CANDDi tries to track 100% of your website visitors, but sometimes it may not be able to do this is because: People are browsing with javascript turned off People have DO NOT TRACK headers turned on. CANDDi will respect these people who don't want to be tracked And finally something does just happen where they cannot be tracked and it cannot be explained. However if you notice more than one in a short amount of time please get in touch either by phone or email help@canddi.com and we willFew readers

• Stream is not part of Group

  If you have Streams that aren’t part of a Stream Group, it will automatically appear as 'ungrouped'. This will happen when you have not specified what you want the stream group to be called. If you need help putting streams into a group, use this FAQ. Have more questions? Contact us atFew readers

• Understanding Tables with CANDDi.Link

  CANDDi.Link requires .csv files, which store data in a table structured format. There are two options when uploading this data into CANDDi.Link: Create a new table There are only two instances where you should be creating a new table: when you're making an upload for the first time, or you're uploading a completely different set of data than before, based on a separate series of "Tags". Use an existing table Wherever possible, it's important to use previous table formats. InFew readers

• Changing default columns in list view and export of streams

  If you would like to change the way the list view is set within a stream then you will need to do the following: Go to List view in the stream you would like to change. Click the ellipses at the top right hand corner, and then 'Change columns'. Here you can remove and add columns to change the way the list view appeaFew readers

• Types of answer

  There are three types of ‘answer’ available to Capture Questions. They are shown here with various identity options. Single Value (radio button): You provide a list of fixed answers and your visitor can choose only one. Multiple Values (check box): You provide a list of fixed answers and your visitor can choose one or more. (https://storage.crisp.chat/users/helpdesk/website/54632cdb5236a400/answer21Few readers

• How do I create a stream based on my email campaign name?

  If you have included the Google Analytics information in the code you created using the email integration wizard, you can use this to create a custom stream specifically for web traffic that has clicked through that particular email. Click the New + button next to your stream, and from the list, click ‘REFERRERS’. Scroll down and select ‘Google Campaign’. On the right, click select, then choose any selFew readers

• How can i make a contact show as a converted (or any other tag)?

  The coloured headers (Prospect, Engaged, Enquired, Converted) are all driven by CANDDi tags. You can read more on tag management here. To manually convert a contact, go to the contact tags section within the individual contact profile, select ‘converted’ from the drop-down box that appears when you click into the input box. IfFew readers

• How to change the columns displayed in the list view?

  In the List View of the CANDDi dashboard, you can choose which columns are displayed so that you can see the data which is most relevant to you. To do this, click on the stream and switch to list-view. Then, click on the drop-down list in the top right of the stream. Select Change Columns, and choose the columns that you wish to have displayed and click save columns. (https://storage.crisp.chat/usFew readers

• Change Tag - Trigger Setup

  You can setup a trigger that will automatically add tags to your contacts. Below is how you go about it and when you might want to use it. You might have a contact that was identified through your email marketing. This person ends up in your email marketing stream, as well as your identified stream. But then, the contact also enquires using a CANDDi Capture. In the Trigger DashboFew readers

• Enquired & Excluded

  The Enquired stream in your CANDDi dashboard is where all the people who enquired through CANDDi capture or the contact forms on your site will be stored. Excluded Summary: In the excluded stream, you can put staff members and industry rivals that are not important to your use of CANDDi. Have more questions? Contact us at color f18Few readers

• How to create export preferences

  If you're regularly running exports of streams and you want to export specific information based on a stream's criteria, you can create preferences for fields you want to export to save time. To do this, select the stream you want to export and select ‘export stream’ from the dropdown option menu. This will bring up a view where you can choose the date range and fields that you waFew readers

• Sharing a Group of Streams with other CANDDi Users

  Once you have set up a group of streams for yourself, sharing these streams is relatively easy. Here is how you can do it: Navigate to the 'Streams dashboard' under 'Contacts'. You will be presented with a list of all the streams created, and you can tick the ones you would like to share. Once you have selected the streams you want, click the ‘share’ button at the top which brings up a viewFew readers

• Why can't I see Referrers to my website?

  If you've noticed an increase in the amount of ‘Direct’ referrers appearing on your site, or if there's traffic you know is coming from one source (e.g., adverts on a partner’s site) but is not showing as it should appear, you may be wondering why. This isn't a CANDDi issue. It relates to the security protocol of you and your referrer’s website; more specifically, whether they and you are using ‘http’ or ‘https’. For this FAQ we're focusing on how referrer data is getting lost between the two.Few readers

• How does CANDDi establish a visitors location?

  CANDDi will always try to get the most accurate location possible for each visitor to your website. There are however a number of different ways in which the location can be established with varying degrees of accuracy, however this can sometimes go wrong. From time to time visitors will come to your site whilst on a VPN. In these instances the visitor will show at the location of the VPN rather than their actual location i.e. is is possible a visitor in London on a VPN could show in Sydney!Few readers

• Tags Dashboard Explained: Site Tagging - Group

  There are two types of Tags Dashboard in CANDDi. The first that adds tags to one page at a time (Site Tagging - Individual) and the second that adds tags to groups of streams (Site Tagging - Group). In this FAQ, we look at the Site Tagging - Group dashboard. Go to settings, and then into site tagging - group. (https://storage.crisp.chat/users/helpdesk/website/58a78ff467a41400/2Few readers

• CANDDi.Link - FAQs

  CANDDi.Link allows you to integrate with your CRM/ERP/Database to enhance your data within CANDDi. It helps to better manage leads, prospects and existing clients. This article is a guide to all our CANDDi Link FAQs, which should cover any questions you might have about it. If we’ve missed anything or you need any more help, get in touch with us at 0161 414 1080 or hello@canddi.com. What is CANDDi.Link? How does CANDDi.LinkFew readers

• How to access the Streams Dashboard

  The way to access the Streams dashboard is through Settings Streams dashboard. You will be able to access a list of all your streams.   Here you will be able to see: your streams; whom they have been shared with; the number of contacts in each stream; a clear filter sFew readers

• Make a stream to see who has downloaded a PDF

  If you want to see who has downloaded something from your site, you can create a stream, and select the following rule: Downloads Download filename with any selected value (choose from the drop-down) If you want to see only LEADS (people with a company name, or identified visitors), add extra rules: Contact Tags With the selected tag Identified Save and continue, name your stream and choose the ‘Group’ or stream drop-down you want it to appear in. (https://storage.crisp.cFew readers

• How do I stream a specific Question on my website?

  You can use custom streams to show everyone that has answered a Question with a specific answer. Click the large 'NEW +' tab located on the top of your streams menu. From the list, click QUESTIONS, then scroll down and select ANSWER. On the right, click select an option, then choose with value of. In the box below your selected option, you can either choose from a drop down list of previously listed answers or write your own answer. Click the orange button ADD RULE BELOW and thenFew readers

• Why am I getting so many Spam Bots on my site?

  One thing CANDDi can bring to light from your web traffic is just how many spam bots are trawling across the web and, if you're unfortunate enough, on your site. The reason these bots trawl through onto your site, without disabling analytics tracking can vary. Some of the most common types tend to be; Referrer Spam: a method for lead generation through spamming you with a client’s name. Affiliate traffic: also known as ‘ghost referrers’, they trick websites and analytics into thinFew readers

• Why are visitors not appearing in the "Source: Email Marketing" stream?

  If someone is not appearing in the email stream it could be because that when generating the email integration code the utmmedium was not filled in as ‘email’ when you selected yes for Google Analytics. The referrer must also be a recognised email platform. If you're unfamiliar with how to add UTM Parameters to your email links, view our FAQ on the subject here. Have more quesFew readers

• How to display CANDDi Capture only on your homepage

  To set up your CANDDi Capture to show only on your homepage you will need to go to your CANDDi capture settings: After finding your desired capture and choosing the edit option, you will need to scroll down to 'Pages to show on'. You will need to choose the 'Don't show on pages that match' option next to the 'EntFew readers

• How do I tag a form as 'Enquired'?

  Tagging form submissions allows you to stream everyone who has completed an enquiry form into your ‘enquired’ stream. If you have a new form on your website, we may not have tagged it up yet, in which case let us know and we can do it for you. You can find the form submission in the Activities section of an individual visitor profile, by clicking on the blue pencil (as below). This will take you to the TaFew readers

• How to put a delay on to CANDDi Capture

  To alter an already existing Capture, you find your desired Capture under ‘Identify’ ‘CANDDi Capture’. This will bring up a list of all the captures on your site so far. Find the desired one, click ‘Actions’ button to its right and then the ‘Edit’ option from the drop down. Once on the Capture edit page, scroll down to the ‘Pages to show on’ section and there you will find the Display after option where yoFew readers

• How to report an ISP?

  To improve the quality of CANDDi's IP to Company identification please use the button in the prospect widget to report an ISP (Internet service provider). Click the blue Report ISP button to notify CANDDi. We'll take a look and update the filter. Have more questions? Contact us at oFew readers

• Using geographically targeted CANDDi Capture to improve enquiry rates

  You can stream visitors based on their geographic location with CANDDi. If you do this, you can then target CANDDi Capture at more specific groups, and write questions in appropriate, localised language. You can also add details of that country’s most appropriate sales office, and invite the visitor to get in touch. The end result is improved enquiry and conversion rates. There are four steps to doing this -- follow them below! 1. Create the stream First, create a Stream to target a geolocFew readers

• Why can't my colleagues see the stream I created?

  When you create a custom stream it is unique to your dashboard until you choose to share it with other users on your account. It’s really easy to share the stream, and you can find the FAQ on that here. Have more questions? Contact us at or 0161 414 1080Few readers

• I want to change or have forgotten my password.

  Click ‘Forgotten password’. Enter the email address registered to your CANDDi account, and a reset link will be sent to you. If you don’t know which email address you used, or have any further issues, please email help@canddi.com Have more questions? Contact us at or 0161 414Few readers

• Turning off your CANDDi Capture

  Go to your dashboard. At the top click on 'Identify' then to 'CANDDi Capture'. Now find your desired capture. The button next to it will either say live and will be in blue, or not live and it will be white. This will take approximately 30 minutes to fully disappear, due to caching (caching means that Capture settings wilFew readers

• Why does the Capture show somebody else's name?

  If you are getting a pop up with a name that isn’t yours, this means that CANDDi has collected info on you which isn't yours. This sometimes happens for staff, since you are clicking through test emails and playing with the CANDDi tracking. It's very easy to get some funky code added to your profile! (See below screenshot…) The name displayed here is the name CANDDi has on record for your machine. For prospFew readers

• How to Customize CANDDi Capture?

  When you create a CANDDi capture in your dashboard, you might not necessarily like the way it looks and that’s fine! Once you create the capture, you can alter the way it looks to match your site or branding. You go into Settings Capture Setting. You will then be presented with a screen like this: (https://storage.Few readers

• Email marketing integration - Create Stream for this campaign

  Right after you generate the tracker code to paste in every link in your email campaign, CANDDi gives you an option to set up a stream for the particular campaign as well. Once you click the button, it will take you straight into the ‘Stream Preview & Save’ part of the process. CANDDi has auto-filled the ‘Create a Stream’ section to save you the hassle: (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• What's this new pop up on my website?

  Congratulations! You've probably recently enabled your CANDDi Capture. The Capture is a javascript pop-up which you can target to appear to different people on your website. We find it tends to get 3-5 times more enquiries than a standard website form! Any visitor details entered into the Capture will be collected in your CANDDi dashboard, and an immediate email alert sent to whomever you like. By default, the Capture will appear to everyone on all pages, be colour-coordinated to your site, anFew readers