Installing and using the CANDDi Gmail Plugin

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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)

2) Restart Chrome

3) You will have to sign in using your CANDDi username and password (only the first time)

 

 

You should now have the plug-in symbol next to your URL bar as circled above.

 

Now, in your Gmail dashboard you should have on the right hand side of the screen the CANDDi side panel. You should then be prompted to sign into your account, using the same login details as you would use to sign into your CANDDi dashboard (shown right).

           

                    

Once you have logged in, you will now have sight over recipients who have opened your tracked emails as well as clicked on any hyperlinks you have sent in your emails (as shown).

You can also switch the CANDDi side panel on and off by pressing this toggle which can be found at the top of the panel, right next to your Gmail settings.

   

            

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To check that your emails are being tracked, “compose” a new email where you should now see CANDDi tracking symbols on the top panel of your email window. The “send” button should now be orange instead of blue (shown right).

 

 

        

           

 

*The gmail plugin will ONLY work when sending emails to ONE recipient

*If you use "Bcc me for Gmail" for your CRM records, this will continue to work with CANDDi tracking

 

Be sure to send a test email to test@canddi.email to make sure you’re on track!

 

If you need any help or have a question, please call 0161 414 1080 or email help@canddi.com!

 

 

Any issues with your plug-in don't despair, check out our Gmail plugin-in troubleshooting FAQ

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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