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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_1
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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. 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 its name so it shows on top and you don't have t
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Installing the Outlook Plugin
The instructions below will help you to install the CANDDi Outlook plugin. Go here 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', which can be found at the top right-hand corner of Outlook. Have more ques
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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. 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! The template needs to be ‘clean’ so you can track each campaign.  needs to do is to paste links into the body of their emails and the plugin will take care of the rest. When the End User presses send, the CANDDi plugin first checks the number of recipients. If there are multiple recipients (or more than one CC'd), then the plugin doesn't add any tracking as it's im
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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 your Account Developer. Have more questions? Contact us at or 0161 414 1080
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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-an
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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 automati
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YMLP Integration
If you’re using YLMP for your email campaigns, follow the steps below to make sure CANDDi is compatible and can track your newsletters. 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. You can get help from YLMP here. To edit Merge Fields then use ‘Manage Data Fields’ under the Manage Contacts tab. When you create a newsletter then you can use these Manag
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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: Run StopLogin; you will need to 'allow' it to make changes to the registry. Download the plugin from here. Run the
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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, and right click on them. This should give you a screen like the below picture - select link> add link Insert url & tracking information, and then click ok. Click the link to check it works. Have more questions? Contact us at or 0161 414 1080
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Integrating with any email platform
CANDDi integrates with almost all email platforms. 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 personalised emails to each individual recipient. Almost all email platforms support this. However, this functionali
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Adestra integration
The Adestra platform doesn't support ‘merge’ fields as most platforms do. This section is more for guidance, but your mileage may vary and your specific configuration / settings might be slightly different to the steps described below. If you want to read about this on Adestra’s website, then go here. You need to create a new Profile within Adestra. You may well want to extend from the default Google Analytics profile, so
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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 tracking c
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iContact Integration
CANDDi Integrates with iContact really easily! Just follow these steps to set it up. Create your email Paste your website URLs into the email Highlight each link and click on the add link button in the top menu Build the target url within CANDDi Insert the URL and send the emails Have more questions? Contact us at or 0161 414 1080
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Outlook Plugin: VSTO 4.0 Runtime required
This article is mainly for people using older Outlook: 2011, 2012, 2013. 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(http://www.
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MailChimp Integration
For companies who do outbound email marketing, using CANDDi and MailChimp together is a fantastic way to increase the number of identified visitors to their website. This document describes how to create unique URLs within your email campaigns. When an email recipient reads the email and decides to click the link to visit your website, then CANDDi can identify them. MailChimp provides the ability for you to create and manage lists of contacts within your account. You can see these within your
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Copernica
This document discusses how to use CANDDi with the Copernica platform. The 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 Copernica’s website. Creating a link that CANDDi will track (worked example) When adding a link from your outbound mail in Copernica, it must be structured so that the
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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 depending on your viewpoint, you can attribute the relative percentages as your see fit. The Basics There are no hard and fast rules. What works for one campaign, bra
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Install the Thunderbird Plugin
If you use Thunderbird and want to download the CANDDi plugin to track your one-to-one email links, you’re in the right place. Follow the steps below: In your browser, go to: canddi.to/thunderbird This will download the add-on, now save it to your desktop/somewhere you can find it. Go to the menu within Thunderbird and choose Add-ons. Go to the menu button and select 'choose add-ons from file', find the file on your desktop, and select it. Install the add-on. You should now be
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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 few 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). . 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 utilise mult
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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. 
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 that we've
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Group Policy Installation
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 saves a lot of time, as you don’t have to install the plugin on each user's computer individually. NOTE: This is a technical FAQ and requires a knowledge of Windows Server Configuration. Download the Outlook plugin from here. The CANDDi Outlook plugin WIL
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Bug: Fixing text colour for Identified visitors
Sometimes, when you change the ‘text colour’ in CANDDi Capture’s settings, the wizard sometimes doesn’t update the screen for ‘logged in’ visitors properly. We are working on a proper fix for this, but in the meantime 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? Contact us
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Pausing / Turning Off The Gmail Plugin
There are two ways of turning off the CANDDi Gmail plugin depending on whether you wish to turn off tracking for specific emails, or if you wish to remove CANDDi from Chrome/Gmail entirely. Pausing 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. If the logo is greyed out, CANDDi is not tracking emails. To chan
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Outlook Plugin: Settings
If you've got the Outlook Plugin and you're finding that visitors are: Not being identified Not being assigned correctly Aren't appearing in the 'Source: One to one emails' Stream ...then you may want to check if 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': Medium - email Source - ou
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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 prosp
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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 w
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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 1080
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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 geoloc
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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 dif
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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 1080
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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’ fie
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Adding Manual tracking into Outlook for Mac
Unfortunately the CANDDi Outlook plugin doesn't yet work for Outlook for Mac. However, it's still possible to manually add tracking into these emails -- with a bit of work! To get tracking to work, follow these steps: 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 and click the "A
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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 then
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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 a tracked email, they need to click on a tracked link to your website - so include o
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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 'Ent
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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 to your website. 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 our list of Outlook troubleshooting FAQs, here(https://support
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Constant Contact Integration
This article will take you through how to integrate CANDDi with Constant Contact. First, create your email or template as normal within Constant Contact. When you add links into the email then follow the instructions found here for dynamic links. Now, click on the Insert
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GoldVision Email Campaign Software Settings for use with CANDDi
For Gold-Vision's email campaign system to work well with CANDDi, 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. Next, create the CANDDi email integration code as usual and insert them into your email. You need to say yes to Google Analytics and complete the fields for Campaign Medium i.
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Signature colour change within Outlook
Sometimes, Outlook can add some extra parameters onto the code that manages your colour. This can mean the colour in your signature will change. This article shows you how to change it back. An example is this original coding of the website link within outlook: www.canddi.com This is how Outlook by default changed the colour: This is how you should change the colour: The code must look like
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PURE360 Email integration
CANDDi integrates with almost all email platforms that support ‘merge tags’ or ‘personalising’ emails. CANDDi integrates by creating ‘individual URL links’ for each visitor. There are two ways to integrate CANDDi with PURE360. Try the first one, but if it doesn’t work, try the second option. If this still doesn’t work, get in touch with us (contact details at the bottom). First method: In the tracking & web analytics tab in the PureResponse platform, tick the ‘I use an alternative analyt
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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 Clickthrou
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Generating Merge codes within Outlook
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. 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 multiple target links within your website the
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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 emails. 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 record is in place to identify whether or not a mail server is authorised to
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CANDDi Outlook Ignore List
Within the CANDDi setting there is a tab titled: IGNORE LIST You can add sites to this list that you don’t want to track. Mostly, this is useful for internal sites you don’t want CANDDi to track within your email. For example: You want it to track www.canddi.com but not www.canddi-donttrack.com Have more questions? Cont
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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 webs
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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, like a 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? Contact us at ${color}#f18743(hel
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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 MailChimp 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 record
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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, and then 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 check the checkbox for 'Automatically c
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What are Google Tracking (UTM codes)?
Google Support has a page here that goes into detail about UTM codes. Have more questions? Contact us at or 0161 414 1080
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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. Log into CANDDi, and select the ‘Identify’ tab on the top menu bar then select ‘Bulk Email Marketing’ from the drop down list. 
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 its job. This error usually happens when the recipient clicks through the link
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Problems with bad formatting within Outlook signature
Sometimes the CANDDi Outlook plugin can show the CANDDi tracking URL alongside your CANDDi Signature. This can be prevented by following the steps below: Go to your OPTIONS Find the tab SIGNATURE And then EDIT Press any link that you want to edit display Within the top box TEXT TO DISPLAY you want to remove this and have it empty This is so that when you hover over the link some text displays. Have more questions? Contact us at or 0161 414 10
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Installing and using the CANDDi Gmail Plugin
The updated CANDDi Gmail Plugin allows users within Gmail to see when a recipient has opened your email or clicked on a link you have sent with our CANDDi side panel. It also allows you to track and auto-assign visitors as before. 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/hahgfjhnacddabgjoneldbmakakdoede
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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/2358539
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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. 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 the functionality has different names in different platforms: Merge Tags, Merge Fields and Personalisation are just some of the terms that we'v
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Outlook: Override Sender Email Address
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 in your Streams. 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 an
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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. Have more questions? Contact us at or 0161 414 1080
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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. If you're running an older version of Windows or Outlook, then it would be worthwhile to upgrade to a new package. There are massive benefits to the security as well as being able to use the plu
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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: Call him the next day and say "I want to buy" - in which case great, no further action necessary! Don't call him, but when he calls and emails them to follow up, they buy. Are in awareness/interest phase - when he calls they are not ready, and say they are not interested (or not interested yet). In the first two situations,
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Wordpress Email Integration
CANDDi automatically integrates 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 created ‘custom fields’ for the usual personalisation / merge tags i.e. first name, last name, email address & company name. If after doing a mini test campaign, including your CANDDi consultant, it doesn't work using the standard personalisation / merge tags; we would
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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. You need to verify 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 recip
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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 that
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CANDDi Capture Follow New articles New articles and comments
★ How to create a new capture?
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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 request
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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 t
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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 the
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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.  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, c
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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 request
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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 o
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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 desi
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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 similar
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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 work
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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 Opera
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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 its
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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 segregated
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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 CANDDi
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★ Installing and using the CANDDi Outlook Plugin
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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 ?
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, ra
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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 re
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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 CANDD
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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 request
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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:
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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 just
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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
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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 request
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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).
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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 41
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