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Articles on:Identifying visitors in CANDDi
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  • General
  • Identifying visitors in CANDDi
  • CANDDi Features
  • Integrations
  • For Geeks only ;-)
  • CANDDi email plugin explained
    With CANDDi you can get a plugin for Outlook or Gmail to track your daily emails opens and clickthroughs: How to install it on Gmail How to install it on Outlook Here is the plugin explained: ![](https://storage.crisp.chat/users/helpdesk/website/752b84ef77fce00/ba5218e1-7ca8-46ff-898d-ebf74e_1Very popular
  • How to track your Email Campaign
    To track your email campaign, you will need to generate a tracked link in CANDDi, and then paste this into your email platform instead of an ordinary link. Create your tracked link If we have previously integrated with an email platform, you can find them in your CANDDi Dashboard in the Email Integration Generator. In the top left of the Dashboard you can find "Identify". Select "Bulk Email Marketing", and choose your platform from the drop down list (or type in part of itVery popular
  • Installing the Outlook Plugin
    Follow the below instructions to install the Outlook plugin: Go to canddi.to/outlook Click on the Install file and follow the instructions Close and re-open Outlook Once installed, send an email to help@canddi.com with a link to your homepage Your account manager can then confirm the links are tracking. You'll be able to see all email 'opens' and 'clicks' if you go to 'Live Feed'. (Found at the top right-hand corner of Outlook). If you need any help, please cVery popular
  • Why are my Mailchimp links all wrong?
    If you are using Mailchimp to send an email campaign, you have to be careful not to duplicate the tracking by putting code in your template and then again at the Create Campaign stage. Always Make "Clean" Templates! When you create your template, put plain links in or none at all. Untick the little CANDDi tracking box in the bottom right, and make sure it stays unticked!Very popular
  • Outlook Plugin Troubleshooting
    If you're having any issues with your Outlook Plugin, please see a list of our recent Troubleshooting FAQ's below: How do I know my Outlook Plugin is working? Outlook Plugin not working? (Multiple Recipients) Outlook Plugin and Hubspot Sidekick(https://support.canddi.com/hc/en-gb/articles/205955787-CANDDi-outlook-plugin-anPopular
  • How does the Outlook plugin work?
    Summary The CANDDi Outlook plugin is designed so that CANDDi can capture the opt-in identity of visitors who click through emails sent via Outlook  When the plugin is installed then all the end user (sender) needs to do is to paste links into the body of their emails and the plugin will take care of the rest This FAQ describes how this tracking works and what parameters are added How it works When the User presses send then the CANDDi plugin first checks for the number of recipientPopular
  • Fusemetrix Email Integration for CANDDi (tracking via one-to-one emails)
    We can now integrate with your company's Fusemetrix email system for one-to-one emails. There is currently no email "Plugin" for Fusemetrix, so if you want to integrate your current Fusemetrix email system or are thinking about moving to Fusemetrix, please speak with you Account Developer in order to make this happen. As per the screens in the attachment below, you can see a what Fusemetrix's email system looks like: Fusemetrix is designed by Web Office Systems and further information about tSome readers
  • Why doesn't CANDDi Capture display on mobile devices?
    Unfortunately in it's current incarnation CANDDi capture doesn't render well on mobile devices (it takes up a very large amount of the display space and obscures the rest of the site).   Hence by default CANDDi Capture is turned off for mobile devices. If you wish this to be enabled then please send a request to help@canddi.com. CANDDi Capture will trigger on tablets and larger screen. We have a feature request to improve the design on mobiles. Have more questions? Submit a request(/hc/en-Some readers
  • iContact Integration
    Summary CANDDi Integrates with iContact really easily Steps 1. Create your email 2. Paste your website url's into the email 3. Highlight each link and click on the add link button in the top menu 4. Build the target url within CANDDi (CANDDi Email Integration) 5. Insert the URL and send the emails Have more questions? Submit a requestSome readers
  • What is the Question/CANDDi Capture?
    CANDDi Capture makes it easy to pop up questions in front of your website visitors 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).  Email and Name fields can also be turned on.Some readers
  • YMLP Integration
    Summary This document discusses how to use CANDDi with the YMLP platform Steps to create a YMLP newsletter YMLP refers to this data as "Merge Fields".  YMLP does not mandate standard Merge Fields so your fields may have different names to the ones below.  YMLP refer to this in the following link (http://www.ymlp.com/help.html?id=NDY=) To edit Merge Fields then use "Manage Data Fields" under the Manage Contacts tab When you create a newsletter then you can use these ManageSome readers
  • Adding Manual tracking into Outlook for Mac
    Summary Unfortunately the CANDDi Outlook plugin doesn't (yet) work for Outlook for Mac.  However (with a bit of a work-around) it's still possible to manually add tracking into these emails How to: Open Outlook for Mac and Create a new email Write the email as normal (remember to insert links to your website etc...) To add CANDDi tracking - highlight each link anSome readers
  • Integrating with any email platform
    CANDDi integrates with almost all email platforms (certainly CANDDi integrates with any email platform which supports "merge tags" or "personalising" emails.   Where possible we have written integration instructions for specific platforms (see the other topics in this forum), however if you happen to use an email platform which we haven't yet come across then this document provides the generic instructions In order to integrate with CANDDi your mail platform needs the ability to send personaliSome readers
  • 8 Ways to make your email marketing a success
    Over the last 10 years the use of email for marketing is a subject that has been written about extensively. A simple Google search for “email marketing advice” will find over 13,000,000 results all claiming to be the definitive source of knowledge on the subject. In reality email marketing is a mixture of art and science and dependent on your viewpoint you can attribute the relative percentages as your see fit. Step 1: The basics To start there are no hard and fast rules. What wSome readers
  • Bug: Fixing text colour for Identified visitors
    Summary: Changing the text colour in the CANDDi Capture settings wizard sometimes doesn't update the screen for "logged in" visitors properly. We are working on a proper fix for this (but in the mean time please do the following): Navigate to the CANDDi Capture settings: Settings > Capture settings Select the advanced view Find '.CQ-canddi .CQm-user-id'  (you may wish to search for this) Change values to     'padding:10px; color: #FFFFFF;' Have more questions? [Submit a rSome readers
  • Copernica
    Summary This document discusses how to use CANDDi with the Copernica platform NOTE Copernica platform is highly customisable and so CANDDi cannot provide a preformatted integration as we can with other platforms.  This FAQ has been based on the information on https://www.copernica.com/en/features/emailings/create-clever-emailings Creating a link that CANDDi will track (worked example) When adding a link from ySome readers
  • DotMailer Email Tracking (Dot Mailer)
    For Those clients who have DotMailer as their email broadcasting system you do not have to manually add the CANDDi email tracking code behind each link within your email.  Dot Mailer has a function that allows you to 'add' default code to all of your links - this means no more manual additions to links! Simply follow our step-by-step guide below to set this up for your DotMailer account! You may also wish to automatically include UTM tracking within your emails (this allows CANDDi to automatiSome readers
  • Install the Thunderbird Plugin
    Welcome to CANDDi! If you use Thunderbird and want to download the CANDDi plugin to track your one-to-one email links, read on. Download the plugin 1. In your browser, go to: canddi.to/thunderbird 2. This will download the add-on, now save it to your desktop/somewhere you can find it. Add to Thunderbird 3. Once you've downloaded it to your desktop, go to the menu within Thunderbird and choose Add-ons. 4. Then go to the menu button and select "choose add-onsSome readers
  • How NOT to track a particular URL in Outlook...
    Some websites do not support links using extra parameters such as any tracking - if you are using the Outlook plugin, links to these websites may not work when you include them in your tracked email. If you encounter one of these websites (ask us if you are unsure), you can set your plugin to ignore these URLs when adding tracking code to your email. IMPORTANT NOTE: If you are hoping to identify someone through tracked email, they need to click through a tracked link to your website -Some readers
  • CANDDi Outlook Plugin Not Working? (Multiple Recipients)
    The CANDDi plugin puts personalised tracking on the links in your emails when you send them, so we can tell who clicks through. However, if you send the email to multiple recipients, the plugin won't be able to tell which of them clicked through the link!  For this reason, the plugin will disable for emails with multiple recipients (this includes CCs). If you don't think this is your problem, you might want to try "CANDDi Outlook Plugin Not Working (Safe Mode)", or "Why is the pluSome readers
  • Constant Contact Integration
    Summary How to integrate CANDDi analytics with Constant Contact Steps: Create your email / template as normal within Constant Contact When you add links into the email then follow the instructions in http://knowledgebase.constantcontact.com/articles/KnowledgeBase/13916-Using-Dynamic-Fields-in-Your-Custom-Code-Email?q=dynamic&pnx=1 for dynamic links **Click on tSome readers
  • Outlook Plugin Not Working (Microsoft Exchange - Advanced Threat Protection)
    If you're running Outlook Office 365 on Microsoft Exchange, you may be subscribed to "Microsoft's Advanced Threat Protection" package.  The "Safe Links" feature of the package aims to replace all links from outside servers with several lines of complex code. The intention is to prevent phishing scams.  However there is a known conflict with ATP and the CANDDi Outlook plugin with forwarded emails.  If you're forwarding a tracked link email, the end recipient will have the entire CANDDi trackinSome readers
  • Install the Outlook Plugin without a CANDDi login
    Usually when you download and run the Outlook Plugin from CANDDi.to/Outlook, it will require a CANDDi login the first time you reopen Outlook after installation. If you don't want to log in (e.g. if you don't have a CANDDi user account), you can disable the login function before installing the plugin. In this case, follow these steps for installation: 1) Run StopLogin - You will need to "allow" it to make changes to the registry. 3) Download the plugin from Canddi.to/outlookSome 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 CANDDi Capture (refer to 2.2 in the guide), in the section “Show on pages”, you will need to input the URL of the particular page, time delay but also priority. The higher the priority number, the more prioritized the cSome readers
  • Not Seeing Changes On Capture?
    Summary: When you're changing CANDDi capture, and you make it live and realise you've made a mistake, when changing it again and making it live, it may appear that capture hasn't changed. This is because it will be cached (or those who don't understand computer speak: saved) on your computer for 2 hours. But don't worry as new visitors will see the rectified capture.  Old visitors, however, will see the old capture for the cached 2 hours. Have more questions? Submit a request(/hc/en-gb/Some readers
  • Adestra integration
    Summary This document discusses how to use CANDDi with the Adestra platform NOTE Adestra platform dosen't support "merge" fields as most platforms do - hence this section is more for guidance (but your millage may vary and your specific configuration / settings might be slightly different to the steps described below) The source for this article is http://new.adestra.com/doc/page/current/index/admin/web-analytics **StepSome readers
  • Outlook Plugin Not Working (Outlook Add-ins)
    Ensure you have restarted Outlook after installing the CANDDi Outlook Plugin.  If you have downloaded the CANDDi Outlook Plugin but for one reason or another it doesn't appear to be working properly, there are a couple of things you can check to be sure you're set up correctly.   First off, “compose” a new email where you should now see “CANDDi Enabled” at the top of your email panel. If this is showing up as "disabled" you can simply click to enable tracking (shown below).  ![](https://sSome readers
  • Integrating with ResponseMail (or FuseMetrics)
    CANDDi integrates with almost all email platforms which support "merge tags" or "personalising" emails. CANDDi integrates by creating "individual URL links" for each visitor.   Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are jusSome readers
  • Outlook Plugin: Settings
    If you've got the Outlook Plugin and you're finding that visitors are either - 1) Not being identified 2) Not being assigned correctly 3) Aren't appearing in the 'Source: One to one emails' Stream You may want to check your settings are correct. Compose a new email and click on 'CANDDi Settings' a window like this should appear -  Copy across the following and click 'Save' **MSome readers
  • Why does the Capture show somebody else's name?
    If you are getting a pop up with a name which is not 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 - so it's very easy to get some funky code added to your profile! (See below screenshot...) The name displayed here is the name whicSome readers
  • Generating Merge codes within Outlook
    Summary Mail Merge with Microsoft Outlook can be used to create CANDDi tracked emails which improve the number of identified visitors within CANDDi.   This requires a little bit of mangling of the Outlook merge codes How to steps: Download our pre-set-up contact spreadsheet from here This sample spreadsheet contains formulas to generate the UTM codes and CANDDi merge codes (If you wish to have multipleSome 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. Have more questions? Submit a requestSome readers
  • Which email platform should I use? I don't have "confirmed subscribers"
    Many of our clients like to use MailChimp (and similar platforms) for their email marketing. Systems like it are typically free (for the basic package), simple and easy to use - this is the main reason why we'd recommend them. More generally, some clients do encounter difficulties when their platform asks for confirmation of "double opt-in". Strictly speaking the phrase double opt-in is a bit of a misnomer as the systems that ask for "First-party opt-in" or "Double opt-in" email records are reSome readers
  • CANDDi Outlook Ignore List
    Summary: Within the CANDDi setting there is a tab titled: IGNORE LIST The ignore function takes a set of hosts, this is for internal sites that you don't want CANDDi to track within your email. For example: You want it to track www.canddi.com but not www.canSome readers
  • How to create a new capture?
    Creating the Question: 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.  Step 1 - Create Question: 1.1 Set your question-  Input your question into the question field. This will be seen by visitors. Try to make it concise as possible. !Some readers
  • Signature colour change within Outlook
    Summary: The reason for why the colour in your signature has changed will be because Outlook have added some extra parameters onto the code that manages the colour. An example is: This is the original coding of the website link within outlook:          www.canddi.com This is how Outlook (by default changed the colour):            www.canddi.com This is how you should change the colour: **_ThSome readers
  • Outlook: Override Sender Email Address
    Summary: Within the settings for your CANDDi outlook plugin you will see a box that says OVERRIDE SENDER ADDRESS  This is so that the people who click your links would not become automatically assigned to yourself. They would become assigned to another email address. When the plugin is installed this box would be automatically un-ticked as everyone would be assigned to the sender. However if you would prefer everyone being assigned to another user in CANDDi then you can tick the box anSome readers
  • E-shot Integration
    Due to the CANDDi and eShot full integration, this article is now out of date and replaced with https://support.canddi.com/hc/en-gb/articles/226621267  Summary This document discusses how to use CANDDi with the e-shot Email marketing platform CANDDi tracks click throughs from an outbound email marketing campaign (so when you create links in this email it's important to create CANDDi tracked links) Login to your e-shot console and gSome readers
  • Outlook Plugin: VSTO 4.0 Runtime required
    Summary: If you are trying to download the outlook plugin, and you get this error message: You will need to download the VSTO (Visual Studio Tools for Office). This will do no harm to your machine and once this is downloaded, the CANDDi outlook will install normally and you will be able to use the plugin to its full effect. Here is the link to download VSTO 4.0: [http://wwSome readers
  • Group Policy Installation
    Summary Group Policies can be used to install the Outlook Plugin in an organisation with a Windows Server so that the IT department can manage everything centrally (this avoids the need to install the plugin on each user's computer individually) This FAQ discusses the set-up and configuration settings for this installation method NOTE: This is a technical FAQ and requires a knowledge of Windows Server Configuration.  See also:   How does the Plugin work: [https://support.canddi.com/hSome readers
  • MailChimp Integration
    Summary For companies who do outbound email marketing, using CANDDi and MailChimp together is a fantastic way to increase the ratio of identified visitors to unknown visitors on their website. This document describes how to create unique URL's within your email campaigns so that when an email recipient reads the email and decides to click through the link to visit your website then CANDDi will identify them Steps to creating customised emails / newsletters MailChimp provide the abSome readers
  • Email Marketing Follow New articles New articles and comments
    ★ How to track your Email CampaignSome readers
  • Registry settings to configure the Plugin
    Summary When installing the CANDDi plugin using Group Policy the following registry settings can be configured remotely. These all live under the HKEY_CURRENT_USERSoftwareCANDDiOutlook Have more questions? Submit a requestSome 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.   Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are just someSome readers
  • Installing and using the CANDDi Gmail Plugin
    The updated CANDDi Gmail Plugin allows users to not only track and auto-assign visitors as before, but you are now able to view within Gmail when a recipient has opened your email as well as clicked on a link you have sent with our CANDDi side panel. First off, if you haven’t already you need to download the CANDDi plugin for Chrome. Installation Instructions: 1) Add the CANDDi Chrome Extension (download here(https://chrome.google.com/webstore/detail/canddi-email-integration/hahgfjhnacdSome readers
  • ESP's, Bulk Emails and best practice
    Successful email marketing relies on more than just good strategy or content. Even the best campaigns can be hampered by a poor delivery vehicle. The key here is to de-risk your email send. Bulk email broadcasts are most frequently sent via Email Service Providers (ESPs). These will have varying levels of sophistication in terms of their technology, demand management ability and the level of investment they put into improving and preserving their sender reputation. Typically ESPs will utiliseSome readers
  • Using geographically targeted CANDDi Capture to improve enquiry rates
    We spotted a CANDDi customer using CANDDi in a very smart way this week.  By creating Streams of visitors based on the geographic location of the visitor they could target a CANDDi Capture question at a very specific group.  They then wrote the Questions in an appropriate local language and added the details of the countries most appropriate sales office and invited the visitor to get in touch.  End result; improved enquiry rates and conversion rates. How to do this There are four steps to dupSome readers
  • Mail-Merge's and CANDDi Tracking
    If you haven't done so already, follow our FAQ on generating Merge tags for Outlook in order to do mail-merges with CANDDi tracking, please find it here.  If you've tested the above process as normal but with no luck and tracking doesn't appear to be working (or tracking code isn't applying to the hyperlinks) then please follow the below. Doing a mail-merge with the Outlook plugin works slightly difSome readers
  • Why is CANDDi pulling the wrong name into a visitors profile from an Anthill CRM Campaign?
    If you're testing CANDDi tracked links on an email campaign from Anthill CRM and you send a "Test Campaign", this can result in the wrong name being pulled through into a visitor profile - sometimes causing multiple names / email per profile. This is caused when sent specifically as a "Test" Campaign as it selects a random recipient from your subscribers list.  What does this mean for CANDDi - when generating a tracked link and sending a regular campaign the tracked link should appear similarSome readers
  • Salesforce Integration
    CANDDi can be used in conjunction with SalesForce's Email Templates to embed CANDDi tracking links personalised for the recipient. Due to the way SalesForce works, the exact code you need to use in the template is different depending on whether the contact is a Lead or a Contact.  The process for editing the templates remains the same. Including CANDDi code for a Lead or Contact Log into CANDDi Select the Identify tab on the top menu bar then select "Bulk **Email MarkSome readers
  • PURE360 Email integration
    CANDDi integrates with almost all email platforms which support "merge tags" or "personalising" emails. CANDDi integrates by creating "individual URL links" for each visitor.   Short Way (If this doesn't work, try the long way...) In the tracking & web analytics tab in the PureResponse platform, tick the "I use an alternative analytics tool __and would like the following added to my link" and provide this in the box below: ?utm_campaign=YOURCAMPAIGNNAME&utm_medium=email&utm_source=*Some readers
  • Why aren't the "click throughs" matching up between my ESP and CANDDi?
    CANDDi integrates with many outbound email platforms and can tell you when somebody who you have emailed as clicked through to your site and they did after that. You can easily create streams which are based on a specific email campaign to see what the people who clicked through that campaign actually did on your site. Many email providers will give you statistics about your opening rates and click through rates for each link in your email. Sometimes those numbers do no match up with the visitoSome readers
  • What does ce_b4, cas_b4, and coid mean?
    These are all parameters used by the CANDDi one-to-one email plugin (available for Outlook, Gmail and Thunderbird) which help track and identify your visitors.  Feel free to give us a call on 0161 414 1080 or email us on help@canddi.com if you have any questions! :) Have more questions? Submit a requestSome readers
  • Website Enquiry Forms Follow New articles New articles and comments
    What makes a good website enquiry form?Some readers
  • What is an AJAX request?
    An AJAX request is a particular process that is triggered by an action on your website. Most often, this is triggered when someone clicks SUBMIT on your website in order to submit a contact/enquiry form, but sometimes it can be when they action a search on your site. http://en.wikipedia.org/wiki/Ajax_(programming) Have more questions? Submit a requestSome readers
  • Pausing / Turning Off The Gmail Plugin
    There are two ways of turning off the CANDDi Gmail plugin depending on whether or not you wish to turn off tracking for specific emails, or if you wish to remove CANDDi from Chrome/Gmail entirely.  Pausing CANDDi email tracking To pause your CANDDi tracking on specific emails i.e. for private/personal emails, is very simple.  As shown below, next to the send button you can see the three circles from the CANDDi logo. If coloured in blue, CANDDi is tracking the email and you can also chooseSome readers
  • Email marketing metrics - what should I expect?
    An adult is said to make, on average, 35,000 decisions per day. If you chose right instead of left this morning your route to work, your time of arrival, the people you said hello to - everything would be different. Email marketing is one of those true blends between an Art and a Science. Every factor is an influence and there are no hard rules for what is successful and what isn't. Typically there are 3 main measured of email marketing success: Deliverability Open Rate ClickthrouSome readers
  • Email Plugin Follow New articles New articles and comments
    ★ Installing and using the CANDDi Outlook PluginSome readers
  • Outlook Plugin Not Working (Unsupported Version of Outlook)
    It's worth checking which versions of Outlook and which Windows operating system supports the CANDDi for Outlook Plugin. *If you're running Office 365 note that you're most likely running Outlook 2016 as part of the package *Unfortunately Outlook for Mac is unsupported by the CANDDi for Outlook plugin It's worthwhile upgrading to one of the latest packages if you're running an older version of Windows or Outlook. There are massive benefits to the security as well as being able toSome readers
  • Constant Contact Integration - Must Read
    Over recent months Constant Contact have released a second type of User Interface.  This interface has been designed to be more visually appealing and aim to be more user friendly. This change has however removed a number of features and at the moment does not support the use of Dynamic Links which are crucial for CANDDi tracking. This means that as a result of a technology limitation within Constant Contact, CANDDi is unable to identify website visitors if you have the new view. If your desiSome readers
  • How do I create a hyperlink in Mac mail?
    Write your email, as normal. Select the word(s) that you want to hide the hyperlink behind. Right click on the selected word(s). This should give you a screen like the top picture - select link> add link Insert url & tracking information click ok. The selected word(sSome readers
  • Types of answer
    There are 3 types of answer available to  Capture question.  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/fbSome readers
  • How do I know my Outlook Plugin is working?
    I downloaded it - how do I know it's there? Once you've downloaded the plugin, you will need to close Outlook and reopen it (at which point you may need to log in for the first time with your CANDDi login details). After that, it should work in the background without you having to do anything. (Except remembering to email prospects one-to-one as much as possible - without cc or multiple recipients - and including compelling links to your website!) What if I think it's not workSome 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 there is an easy way how to fix it up the way you like it. You go into Setting > Capture Setting.              You will then be presented with a screen like thiSome readers
  • Effective CANDDi Strategy - Tracking prospects using the email plugin
    Bob is our Business Development Executive. He attends networking events, works his magic, and exchanges business cards with plenty of prospects. These prospects: a) Call him the next day and say "I want to buy" - in which case great, no further action necessary! b) Don't call him, but when he calls and emails them to follow up, they buy. c) Are in awareness/interest phase - when he calls they are not ready, and say they are not interested (or not interested yet). In the fiSome readers
  • Vertical Response 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 all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are just some of the terms thatSome readers
  • Installing and using the CANDDi Outlook Plugin
    The updated CANDDi Outlook Plugin allows users to not only track and auto-assign visitors as before, but you are now able to see both when a recipient has opened your email and clicked on any links you have included, all with the CANDDi side panel. Installation Instructions: (If you're a Sys-Admin then this can be added in a group policy - please contact us for more information) As a general rule, the plugin WILL ONLY WORK for Outlook 2010 onwards. However please see our list of OperaSome readers
  • GoldVision Email Campaign Software Settings for use with CANDDi
    For Gold-Vision's email campaign system to work well with CANDDi, firstly you need to let your Account Developer know you wish to send a campaign via Gold-Vision as there is a small adjustment we need to make to your CANDDi Dashboard.   Secondly, create the CANDDi email integration code as usual and insert them into your email. You would say yes to Google Analytics and complete theSome readers
  • Does the Email Plugin cause emails to get caught in spam filters?
    In short, no.  Tracking emails with the plugin alone will not cause your emails to get caught up in spam filters. However, if you're finding that your emails are getting caught and the plugin is helping to realise that it usually means there is an issue with your DNS Configuration. That is, verifying your existing domain so that recipients spam filters recognise it as a legitimate email.  If you're including more and more hyperlinks within your emails, without proper configuration, any recipiSome readers
  • Why isn't CANDDi tracking data from my form(s)?
    Summary: CANDDi provides visitor level tracking.  We track every interaction which a visitor has with your website - including form submissions and data which the visitor enters.  This is one of the methods by which CANDDi can identify actual individuals on your site. Occasionally CANDDi struggles to capture or to interpret data from forms - this FAQ examines some of the reasons behind this If you have had an inbound enquiry that you can see details for, but that CANDDi has nothing for, raSome readers
  • Turning off your CANDDi Capture
    Here are the steps you need to follow to turn off the CANDDi Capture:  Go to your dashboard. At the top click on 'Identify' then 'CANDDi Capture' Then 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. ![](https://storage.crisp.chat/users/helpdesk/website/b69612d25f75f800/a1f86a71-2e31-44dc-8657-f57cSome 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 toSome readers
  • Updating the Outlook Plugin
    The latest Outlook Plugin is Version 2.5.5. To check which one you have, see our FAQ on how to do so here. If you need to upgrade, see below for our walkthrough.  How to steps: If you're having any issues and the plugin hasn't installed as expected, view our Troubleshooting FAQ here Alternatively, give your Consultant a call on **0161 41Some readers
  • ClickDimension email integration
    CANDDi integrates with almost all email platforms which support "merge tags" or "personalising" emails. CANDDi integrates by creating "individual URL links" for each visitor.   Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are just some oSome 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 Scroll down and select ANSWER      4.OnSome readers
  • CANDDi Outlook Plugin & Links in Email Not Taking Email Recipient to the Website (Record Not Found)
    This usually happens when there is a small bug on your website’s server, meaning that it won’t play nicely with CANDDi’s Outlook Plugin. When the recipient clicks on the link within your email, they should see the web page followed by the four querystring parameters added onto the end of the links. This means that the CANDDi Outlook Plugin is working perfectly but something on the website isn't letting the Plugin do it's job. For more information on the Plugin, click here(https://support.canSome readers
  • CANDDi Capture Follow New articles New articles and comments
    ★ How to create a new capture?Some readers
  • What Version is my Outlook Plugin?
    To check what version of the plugin you're using please follow the steps below: Have more questions? Submit a requestSome readers
  • CANDDi Outlook Plugin Not Working (Safe Mode)?
    One reason why the CANDDi Outlook Plugin may not show as working properly is when you are running Outlook in "Safe Mode". Have more questions? Submit a requestSome readers
  • Wordpress Email Integration
    CANDDi automatically integrated with the Wordpress email platform, if you use the standard Wordpress personalisation / merge tags that come with their platform. Occasionally we come across clients who have Wordpress but who have changed the fields, creating "custom fields" for the usual personalisation / merge tags i.e. first name, last name, email address & company name. If after doing a test mini-campaign, by including your CANDDi consultant in on test, it doesn't work using the standard perSome readers
  • Direct Mail (MAC) 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.   Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are justSome readers
  • What makes a good website enquiry form?
    Aah the web enquiry form… perhaps one of the most important functions of a website yet with surprisingly regularity, the most overlooked. With the endless possibilities there are when building a website, it’s easy to forget that the whole idea (and it’s a repeat analogy we use) is it should act as a shop window to your business. Your website enquiries should act as a simple door in, without requiring clients/customer to go over leaps and bounds just to get in touch with you (time is money etc).Some readers
  • Gmail Plugin Troubleshooting
    There may be the odd time you’ve sent an email, certain it has either been opened or that a link has been followed but the activity has failed to show up in your CANDDi panel. There are typically one of two reasons as to why this might happen. 1) CANDDI is in most cases able to track an email by use of a hidden 1x1 tracking pixel. This is simply code inserted into a custom or third-party that makes a server call and returns a transparent 1x1 image (as is industry standard).   Using this reSome readers
  • What is an Iframe?
    An IFrame (Inline Frame) is an HTML document embedded inside another HTML document on a website. The IFrame HTML element is often used to insert content from another source, such as form or advert, into a Web page. The IFrame will appear as part of the website but, in effect, functions as a separate page.  If your site contains IFrames, CANDDi will only be able to track it if you are able to add the CANDDi tracking code within the Iframe. Have more questions? Submit a request(/hc/en-gb/requSome readers
  • Problems with bad formatting within Outlook signature
    Summary: Sometimes the CANDDi Outlook plugin can show the CANDDi tracking URL aside your CANDDi Signature. This can be prevented by following the steps below: (This is similar to https://support.canddi.com/hc/en-gb/articles/220250568) 1) Please go to your OPTIONS 2) Please find the tab SIGNATURE 3) And EDIT 4) Press any link and you want to edit display 5) Within the top box TEXT TO DISPLAY you want to remove this and have it empty ThiSome readers
  • Customer Minds email integration
    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 all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are just some of the terms thatSome readers
  • Tips and Tricks for Email Integration - Sending PDFs
    1. CANDDi email integration only tracks when the visitor loads a web-page in their web-browser Therefore please don't link directly to PDF's / other documents directly as follows:    ie: http://your_website.com/download/document.pdf?ce=tim@canddi.com    CANDDi won't track this link However, you can use CANDDi.download instead which will work in email campaigns as well as your regular daily mails: What does CANDDi.download do?(https://support.canddi.com/hc/en-gb/articles/2358539Some readers
  • Setting up DNS Records (Email) - SPF/DKIM/DMARC
    When sending an email, a recipient's ISP will use a variety of methods to determine if you are permitted and sending legitimate (non-spam related) emails from your email address.  The three main methods used to verify a sender's identity are called SPF, DKIM and DMARC. These need to be set up from your sender domain in Outlook/Gmail.  SPF (Sender Policy Framework) An SPF recoSome readers
  • What are Google Tracking (UTM codes)?
    Summary: Google Support text with more details- https://support.google.com/analytics/answer/1033867?hl=en-GB CANDDi Support text about adding visitor level tracking too- https://canddi.zendesk.com/hc/en-gb/articles/200269266-Integrating-with-any-email-platform(https://canddi.zendesk.com/hc/en-gb/articles/200269266-Integrating-with-any-email-platform "Link:Some readers
  • A form submitted why can't I see them in CANDDi?
    Summary: CANDDi tries to track 100% of your website visitors, however sometimes it may not be able to do this is because, 1) People browsing with java script turned off 2) People with DO NOT TRACK headers turned on, CANDDi will respect these people who don't want to be tracked 3) 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 orSome 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 sSome readers
  • Help! I want to run email marketing but only have a small database... Is it ok to buy data?
    Introduction: This is a common question we're asked by new and existing clients alike.  Even having a small, highly targeted list of prospects/ customers can be a great marketing asset. Keep-in-touch campaigns through to special offers sent through an email broadcasting platform can provide the necessary 'touches' to keep an account ticking over and drive forwards a sale - It also allows you to identify those pesky anonymous website visitors through CANDDi! But I don't have a database:Some readers
  • GetResponse email integration
    CANDDi integrates with almost all email platforms which support "merge tags" or "personalising" emails. CANDDi integrates by creating individual URL links for each visitor. Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are just some of the tSome readers
  • Why have I got an error message when using email integration?
    Does it look the screenshot below? If so, read on: As you can see, in both the Campaign Source and Campaign Name Fields, there are two words. However, the two words in the campaign source field are separated only by a space whereas the words in the campaign name field are separated by an underscore. Unless words are separated with an underscore, you will get theSome readers
  • Exact Target email 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.   Merge Fields In order to integrate with CANDDi your mail platform needs the ability to send personalised emails to each individual recipient.  Almost all email platforms support this.  However, this functionality has different names in different platforms: Merge Tags, Merge Fields, Personalisation are justSome readers
  • eShot CANDDi Email Integration
    Our friends over at eShot love CANDDi’s email integration so much, they’ve made it even easier for their clients to benefit from the incredible insight CANDDi provides. By following the next steps you’ll be able to get the CANDDi tracking within your eShot email campaigns super quickly… How to get it set up 1) Within your eShot Dashboard in the ‘Available Services’ section, you will see a button labelled ‘CANDDi’ which will be grey until you complete the setup. In order to get started, cSome readers
  • How CANDDi tracks Ninja forms
    SUMMARY: CANDDi tracks Ninja forms in a very particular way. If there is any disruption then CANDDi will not be able to read any data from the forms. 1) When somebody completes the form 2) This data is then sent to Ninja Forms to track 3) Once Ninja Forms have tracked the data it returns back to the original page 4) Once the submission has been returned from Ninja Forms CANDDiSome readers
  • Adding CANDDi tracking to a RSS Campaign (MailChimp)
    Summary: If you have an automated RSS Campaign that is sent out via MailChimp it is greatly important for you to put in CANDDi tracking. However this is a little different compared to normal email campaigns.  Within the template of your email you will need to go to 'SOURCE EDIT'.  Here wherever there is an RSS feed (|RSSITEM:URL|) you will need to add some CANDDSome readers
  • Enabling Google Analytics within e-shot/ForFront
    If you have noticed that visitors who have clicked through your email campaign aren't appearing in the Source: Email Marketing, then here is what needs to be done: Go to your e-shot console Go to settings (in the top right hand corner):  If you scroll down, click on 'Enable' next to Google Analytics  Then when you create a new campaign, at the last step you can checkFew readers
  • How to put a delay on to CANDDi Capture
    For a new Capture you are about to create follow this link and scroll down to 2.2. For 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 itsFew readers
  • What is CANDDi.download and how do I get the most from it?
    What is CANDDi.download? It will soon be part of your standard CANDDi dashboard where you can upload an attachment / document such as a Quote, Proposal, Invoice i.e. personalised document for your client/s, or even standard documents such as 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: 1) You can upload any attachment to CANDDi.download, it gets stored in your own segregatedFew readers
  • Why are visitors not appearing in the "Source: Email Marketing" stream?
    Summary: If someone is not appearing in the email stream it could be because that when generating the email integration code the utm_medium was not filled in as "email" when you selected yes for Google Analytics. Also the referrer must 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 questions? Submit a requestFew readers

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