How to Sort Your Visitors Using CANDDi Streams

What are Streams?

CANDDi provides a lot of data about every visitor that hits your website. Streams offer a way to filter this information so you can quickly navigate to the visits that matter the most.

Pick just about any data point you can think of - location, pages visited, marketing source, total time spent on website - and you can create a view of your prospects which filters out individuals based on these data points. We call these: Streams!

Let’s say you get 1,000 visitors a day, but you’re only really interested in those who have:

• Are from the Republic of Congo
• Spent longer than 7 minutes on your website
• Have visited your pricing page

Well, you can create a Stream with these rules, and instantly see these prospects you’re interested in without wasting time sifting through the noise.

How to Build a Stream

We’ll now go through a general guide on how to build a stream. But if you’re looking to build one of the following streams specifically, you’re better following one of these guides instead:

• How to Build a Stream For a Specific Marketing Campaign
• How to Build a Stream Based on Location
• How to Build a Stream for Specific Web Pages

On with the general guide!

1. From the CANDDi Dashboard, click the ‘Contacts’ tab
2. Click the ‘Create’ button in the top-right corner to create a new Stream

3. Leave the first rule in place (it simply excludes any contact which has been previously marked with the ‘exclude’ tag) and click the ‘And’ button to add a new rule

   

4. In the dropdown box, select which data point you’d like to create a rule about.

   

5. In the second dropdown box that appears, you must choose how the rule is applied. For example, ‘with any value’ will simply mean the data point exists within CANDDi, so it’s a good way to filter for visitors in CANDDi who have an email address or phone number attached to them. On the other hand, ‘with any selected value’ will allow you to specify which value you’d like to appear in that data point, so it’s better if you wanted to filter for visitors who have the value of ‘Manchester’ in their ‘City’ data point.

   

6. Now if the third box appears (for some data points it won’t be needed!) you’ll enter the value you want to specify. This should be self explanatory; if you want to filter for visitors from Facebook campaigns, the value in question should be ‘Facebook’. If you want to see visitors from France, the value will be ‘France’.
7. Once you’re happy with the rule, you can add as many more rules as you’d like by once again clicking the ‘And’ button.
8. If you’d like to change which group category this Stream will be placed in, or which of your colleagues will be able to access this stream, click ‘Advanced’

9. When you’re happy, click ‘Save’

   

That’s it! Your new Stream will begin to populate automatically with visitors who fit the criteria you’ve decided on.