How to create a new capture?

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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. 

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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.

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1.2 Choose a type of Answer-


Questions are available with 3 varieties of an answer. Choose the one you desire from the drop down list and click submit. Check out these different answer type examples

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1.3 Give your capture an internal name and add your answers -

Once a Question has been created it cannot be changed. You can change the answer type by going back to the previous page and starting the process again. You can also name your Capture, eg. Main enquiry form or subscribe form or even Christmas offer call out, so your staff internally can find it quickly. Another thing you will notice that the capture is already colour coded to the way your website looks. However, if you wish to tinker with it (someone with CSS skills will be able to do that), you can go into Settings > Capture Settings > find your desired capture by its name and off you go.

For the specific answers, use the setup boxes to configure your question answers or pre-populated text.

  1. Single and multi-choice questions will need answers, type it in the Answer filled and then hit enter to add itScreen_Shot_2017-09-07_at_14.53.54.png
  2. Free text has an option to be prepopulated.

 

Step 2 -  WHERE SHOULD IT APPEAR?

2.1 Mandatory information-

Decide which fields you require people to complete. We recommend that you choose two out of the three options.

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2.2 Time Delay, Pages and Priority-

Here you can set what page the capture will appear on, what the delay will be and priority.

Priority - if you have more than 1 capture, eg. one that appears on every page and one that appears on a specific page, the one on the specific page would have a higher priority number, eg. 7, so it would show instead of the generic capture that shows up on every page. By default, priority is set to 5.

Pages to show on - If you leave the URL field blank, CANDDi capture will show on every page.

Some people prefer the Capture not to appear immediately. If you wish, you may set a short delay.

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Step 3 - WHO WOULD YOU LIKE TO ASK IT TO?

 

3.1 Add Question to stream(s)-

You can choose for the question to appear only to specific visitors if they are part of a specific stream. Click add stream and select which one you wish to associate this question with from the drop down menu. You can add one or more streams.

To show a question to all visitors, associate the stream with the Last Visitors stream.

Click the "Submit" button to complete the process.

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And that's it! All that is left is click the "save" button and your new capture is ready to go. If you go back to your list of Captures you will find it there under the internal capture name.

Should you decide you no longer what a specific capture, click the "Actions" button and in the drop down menu select delete. This will permanently get rid of the capture. 

 

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