Setting up CANDDi
Is there any specific requirements to install CANDDi?
Very little:
- The website must not be flash based
- The CANDDi Javascript must be installed as provided on each page that needs to be tracked. We recommend putting the tracker in the header or footer of each page.
How do I install CANDDi?
CANDDi is very easy to install: just add the lines of javascript provided by CANDDi in the header or footer of each of the pages of your website.
Do I need to make changes to my website other than pasting the tracking code?
No in most cases. However we recommend the following for getting the maximum value from CANDDi:
- All forms on the website have explicit field nomenclature and are the same across the website (eg. email for "email"). We automatically recognise most of them but we would struggle automatically knowing what "Input_24" means.
- Login section should be accessed using an email to maximise the capture of identity for your customers.
- All downloads should be made by an explicit click on a link pointing to the file (we cannot track the downloads triggered on a form submission). In the case of download AFTER a form submission (eg. to capture an email before a download) then the user must be asked to click on the download link after the form submission.
- All product pages if any should follow the same HTML structure.
You can access canddi via CANDDi website https://canddi.com or directly on http://canddi.com/#!/auth/login
How do I reset my password?
You can request a password reset visiting http://canddi.com/#!/auth/forgotten
Data recorded by CANDDi
How does can CANDDi identify visitors?
CANDDi can identify visitors by capturing data from a form or a login section on your website. capturing data from a click on a link with a tracking code pointing towards your website.
How do I track emails?
You can embed a tracking code in URLs, such as you would do with the Google Analytics utm_ codes. Use the “Create tracking URL” functionality in your dashboard to generate the tracking URL to embed has hyperlinks in your emails or newsletters.
I don’t have the same number of visitors in CANDDi and Google Analytics or another analytics software
It is expected to see minor differences between tracking solutions. For example it could be due to improper set up (pages missing the tracking code for example), visitor leaving a page before the tracking information is sent for processing, different IP filtering settings between trackers, cookie duration between the trackers and multiple other factors.
Data displayed by CANDDi
How do I see which companies have been on my website?
You can switch view by clicking on view => List You can also create a stream with only the visitors where the company name has been identified. For this click on “Create Stream” and apply the settings: Field = “Company name”, Operator = “Exists”.
Why do I see “Unknown” as company name:
CANDDi captures the company name corresponding to the location where the visitor is accessing your website from. Some are companies and some are internet service provider (ISP), for example when browsing from home. Most ISPs are filtered for your convenience and replaced by “Unknown”.
Why not all identified visitors have a picture or social profile?
CANDDi does a lookup on social networks based on information publicly available on a visitors. If the information provided by the visitor matches social profiles in the database we’re using then the information will be displayed on the dashboard.
Why a profile has two or more emails
CANDDi assign a specific computer to a visitor and attach to this visitor all the information captured from this computer. A conflict can occur when a given computer provided 2 different contact details on your website.
Why a profile has two or more company names
CANDDi assign a specific computer to a visitor and attach to this visitor all the information captured from this computer. A conflict can occur when a given computer provided 2 different contact details on your website.
Why the company name of a visitor has changed
The company name is captured from the IP address or from opt in data on your website. A new lookup is done each time a given visitor comes to your website. In the event the visitor is accessing your website from different locations then the company name could be updated with new information.
Can I create a conversion funnel and analyse visitors at different steps?
Yes but not from the UI as of today. For the moment please contact us at support@canddi.com
Can I mark some visitors as prospects, or competitors for example?
Yes, you can assign custom tags to each visitor and create streams with rules based on these tags.
How do I see visitors who viewed a specific page?
At the moment we cannot create streams on a specific page. Keep posted for further updates.
How do I see visitors from a specific country
You can create a stream based on geographic location. For this click on “Create Stream” and use the “IP and Location” item in the drop down list.
Notifications
Can I receive an email summary of the activity on my website?
Yes.
Can I receive an email alert when someone comes back on my website?
Yes, this can be set up from the interface.
Yes, this can be set up from the interface.
How can I export my data?
You can export a stream by clicking on Action => Export. You can then customise the fields in the advanced settings. At the moment we are displaying the last recorded information in fields where there could be multiple values collected over time (company for example). We are working on improving this functionality.
Does CANDDi provide an API for direct access to the data?
Yes, contact us at support@canddi.com
Privacy
Is it legal?
Yes, CANDDi does not record any data you would not have access to from your web analytics, CRM, web logs and publicly available sources (such as directory of IP addresses). You can read our privacy policy for more detail on the use of the data, but the important aspect is CANDDi does not share and will never share any personal identifiable data between our customers.
What DATA are you sharing between your customers?
You can read our privacy policy on http://canddi.com/privacy In a nutshell (and this doesn’t replace the privacy page), CANDDi does not share and will never share any personal identifiable data between our customers.
