Configuring CANDDi To Understand Your Forms

Follow
Summary
 
On occasion, CANDDi cannot automatically interpret the data fields in the forms on your website. We provide a way to do this manually. 
 
For example, if you have a form field with the name of "fstname", and you wish this to be interpreted as the First Name for a Contact, then this is something you will need to set manually.
 
Included in your nightly summary email, there will be a notification if you have any data fields we cannot recognise, and a link to fix these. 
 
Steps
  1. Navigate to the "Site Tagging Settings"



  2. You should see an alert with the number of forms your need to decode



  3. Click "Show forms" on this alert
  4. Click the "Blue Edit Pencil" button on the form you wish to update



  5. From there, you will see a list of Fields for this form
  6. Choose the correct "Input Type" for each of these fields, in this case it would be "First Name". 


    You must pick a value for every field, please make use of the "Ignore" option if needed.




  7. Click "Update"
  8. You should now see a message telling you that this form will be reprocessed 
Please note: When you click "Update", we process everything in the background, so you may not see updated contacts right away. You will receive a dashboard alert when this process is complete. 
Have more questions? Submit a request

Comments