The typical implementation process for CANDDi software:
Add CANDDi tracking code to website: The standard JavaScript tracker is inserted across site pages to begin monitoring visitor behavior; most users do this within minutes.
Connect integrations (CRM, email, forms): Link CANDDi to existing CRM or marketing platforms and configure plugins for Outlook/Gmail to track email engagement.
Define tracking goals and segmentation: Set up streams, tags, and behavioral funnels to focus on target visitors, conversion events, or retention triggers as desired.
Customize real-time alerts and reporting: Build notification rules for high-value visits and set up dashboards and scheduled report emails per team workflow.
Train team & review data: Brief training and onboarding for users (sales/marketing/support), followed by a review of tracked visitor data to optimize filters and segmentation; CANDDi offers support calls if needed.
CANDDi offers customization to fit specific business needs, supporting both deep configurability and workflow tailoring across multiple dimensions:
Custom Streams & Segmentation: Users can define custom streams based on tags, behaviors, conversion steps, and visitor properties unique to their business process (e.g., tracking prospects by funnel stage or product plan).
Custom Triggers & Alerts: Triggers and notifications can be set up for any mix of visitor actions and funnel movements, so teams receive real-time updates tailored to their priorities.
Tagging System: Site-wide tagging enables companies to assign actions, events, and segmentations to contacts based on page visits, form completions, or imported properties (e.g., pushing “Plan A” vs. “Plan B” identifiers from a database).
API & Event Customization: Developers can push custom events and properties to CANDDi via the JavaScript tracker or API, supporting advanced SaaS platforms or non-standard workflows.
Customizable Reports & Dashboards: Build and modify analytics dashboards and scheduled reports to highlight metrics most important to sales/marketing teams or business units.
User Permissions & Role-Based Access: Administrators can customize visibility, notification sharing, and stream assignments based on sales, marketing, and support roles within an organization.
Integration Flexibility: Supports integration with a variety of CRMs (Zoho, Pipedrive, etc.), marketing platforms, and custom web forms to fit existing business infrastructure.
Exclusion Filters: Custom “Excludes” settings allow removal of internal traffic, employees, or specific domains from tracking and reporting for cleaner external insights.
Professional Services: The CANDDi team offers support in advanced customization, workflow implementation, custom event setup, and best-practice configuration for specific business models.
CANDDi does not typically charge additional setup fees or ongoing maintenance costs; its pricing is primarily subscription-based, with core support included in all tiers.
No setup fee: The implementation (installing tracking code, onboarding, integrations) is included, and most plans start without an extra setup charge.
No separate maintenance charges: Platform updates, bug fixes, and system upkeep are bundled within the monthly subscription.
Subscription plans: Starter ($249/month), Premium ($459/month), Pro ($789/month), and Enterprise (custom pricing) all include maintenance and feature updates.
Standard support included: Email, telephone, and helpdesk support are part of standard packages, with 24/7 coverage cited especially for Premium and Pro plans.
Enterprise support options: Large clients can negotiate Service Level Agreements (SLA) for priority support as part of custom enterprise pricing—this may be adjusted or expanded per contract, but is not separately itemized in public listings.
CANDDi offers training and support for new users, with multiple resources and direct assistance throughout the onboarding process:
Onboarding Call and Personal Setup: New customers can book an onboarding call with CANDDi’s customer success team, who guide users through initial setup, configuration, and feature activation to ensure immediate value.
Unlimited Customer Support: CANDDi provides unlimited support via phone, email, and helpdesk; users report responsive, hands-on assistance with both technical and strategic questions.
Detailed Online Knowledge Base: Documentation and support articles cover implementation steps, customization, tracking setup, tagging, and advanced features such as custom streams and integrations.
Professional Services for Customization: For businesses with complex needs, CANDDi’s Professional Services team assists with event tracking, workflow tailoring, API/data connections, and best-practice configuration.
Role-based Training: Training and permissions management help sales, marketing, and leadership teams use dashboards, lead streams, and notification settings tailored to their roles.
CANDDi implements multiple security measures to protect user and visitor data, with a major emphasis on legal compliance and privacy standards:
GDPR compliance: CANDDi is fully GDPR-compliant, ensuring all data processing follows strict European privacy legislation. This includes clear consent gathering, visibility of data practices, and respect for opt-out requests.
Cookie policy and first-party tracking: CANDDi uses first-party tracking cookies and does not gather personal information unless a visitor explicitly identifies themselves (e.g., via form submissions), minimizing risk and ensuring transparent profiling.
Data hosting security: Data is hosted in secure environments with protocols to prevent unauthorized access, regular auditing, and strong physical and network controls for all stored information.
Data processor role: CANDDi operates as a data processor, meaning customer businesses retain control and ownership of data collected, with CANDDi handling data per customer configuration and instructions.
Reverse IP lookup controls: Used strictly to identify business visitors, and integrated so that company and location identification follows ethical and legal guidelines.
Privacy by Design: CANDDi’s software and internal operations are structured to limit data exposure and allow customers to comply with privacy regulations and their own company’s policies.
Regular compliance reviews: CANDDi’s privacy and data policies are periodically audited to keep security and compliance at current standards.
CANDDi releases updates regularly—including new features, security patches, and platform improvements—with changes typically managed behind the scenes and delivered automatically to all users.
Update Frequency: CANDDi delivers incremental updates on a rolling basis, with new features and enhancements appearing multiple times throughout the year. Minor fixes and tweaks may occur monthly or as needed.
Release Management: All updates are managed centrally and rolled out to users automatically; there is no manual installation required by customers. Most improvements are cloud-based (SaaS), allowing instant access to new functionalities upon release.
Change Notifications: Users are notified of major new features, integrations, or UI changes via in-platform alerts, email announcements, and occasionally blog posts or help articles. Onboarding calls and support touchpoints highlight key changes for active customers.
CANDDi’s policy is that data ownership remains with its customers, and the platform upholds full data portability rights in line with GDPR requirements:
Customer Data Ownership: Businesses using CANDDi own the data generated and collected on their website via the platform. CANDDi acts as a data processor, not the controller, ensuring that the business retains control and legal ownership over contact and behavioral data.
Data Portability: CANDDi supports GDPR-defined data portability rights. Customers (the business) can request and download their data in a “commonly used electronic format” at any time, choose to migrate it to another service, or use it for their own systems without restrictions from CANDDi.
User/Individual Rights: Individuals tracked on business websites have rights—including access to their data, rectification, erasure, and, notably, the right to data portability—and CANDDi enables clients to fulfill these requests per legal mandate.
No Data Sharing without Consent: CANDDi explicitly does not share customer data with third parties outside the terms of service, and only transfers data by business/client request or regulatory/legal requirements.
CANDDi offers flexible terms for scaling plans up or down as organizational needs change, making it straightforward for companies to upgrade or downgrade their subscription tier at any time:
Tiered Subscription Plans: Users can select from multiple plans (Starter, Premium, Pro, Enterprise) depending on the volume of website visitors, integrations, and feature requirements. Plans are structured to accommodate both small sales teams and large, cross-channel organizations.
Upgrading Plans: Upgrades are processed immediately upon request, unlocking new features, higher visitor tracking allowances, and enhanced support. Billing is typically adjusted from the date of the upgrade for the remaining term; users gain instant access to expanded functionality.
Downgrading Plans: Downgrades take effect at the end of the current billing cycle. Customers can request to move to a lower tier or fewer features, and the change is applied once the prepaid period closes; access to downgraded features begins with the new cycle.
Custom Enterprise Scaling: For enterprise accounts with fluctuating needs (e.g., additional domains, users, or integrations), custom scaling options are available by direct negotiation, allowing organizations to add or remove resources as needed.
No Penalties or Extra Fees: There are generally no penalties for changing plans. Adjustments are handled transparently, and credits or charges are prorated according to remaining service time when upgrading mid-cycle.
CANDDi contract renewal and cancellation terms are characteristic of standard SaaS agreements, with several key data points publicly available:
Automatic Renewal: Subscriptions generally auto-renew at the end of each billing cycle (monthly, annual, or biennial), unless the customer provides advance written notice of cancellation.
Notice Period for Cancellation: Customers must notify CANDDi in writing (email or support ticket) at least 30 days before their renewal date to avoid auto-renewal and additional billing for the next period.
Billing Cycle: Charges are billed in advance for each subscription period, and once billed, the payment covers service until the end of the current term; fees are not prorated for early termination within the already-paid cycle.
Non-refundable Nature: Subscription payments are non-refundable, except in cases where terms specify otherwise (e.g., special promotions). Once canceled, users continue to have access until the end of the paid period, and no credits are issued for unused time.
How to Cancel: Cancellation requires contacting the CANDDi customer service team or issuing a formal written notice—typically managed by the account administrator. The request becomes effective at the end of the paid period, with no retroactive refunds.
Access on Cancellation: Service and platform access remain available until the paid term concludes, at which point the account is closed, and future billing ceases.
CANDDi software is fully GDPR compliant and meets key privacy and data protection standards relevant to UK and EU businesses.
GDPR (General Data Protection Regulation): CANDDi operates as a data processor and structures its platform, tracking, and consent practices to comply with European privacy legislation—ensuring legal data collection, visitor disclosure, clear opt-out mechanisms, and secure hosting.
Cookie and privacy policy compliance: CANDDi’s tracking and visitor identification tools require clear cookie consent banners and privacy policy notifications, aligning with EU and UK digital privacy laws.
Legitimate Interest Principle: CANDDi relies on legitimate interest principles for processing basic tracking data, as allowed under GDPR for direct marketing and website analytics, but requires business users to clarify and document grounds for this processing.
