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CANDDi Glossary

Published 21 Sep 2020 by Ellice Eadie, CANDDi
Read this in about 2 minutes

Working with a new piece of software can be hard, especially when there’s so much technical jargon involved. So we’ve put together a list of some of the most common phrases you’ll come across to help you get your head around the CANDDi journey.

Alerts - Emails that get sent based on new visitor activity (e.g. a return visit) that you have identified as important.

Anonymous Visitor - Visitors who are not browsing from a recognisable company IP address, and who have not completed any identifying actions. You will still see every activity they complete on your website.

Auto Tagging - Rules which automatically apply a label (or tag) to a visitor if they meet certain criteria. These tags are then used to build Streams.

Bot - An autonomous program on a network (especially the Internet) which can interact with systems or users.

Bulk Email Marketing - The sending of emails en masse, usually via an email marketing platform.

CANDDi Capture - A customizable ‘pop-up’ form for your website. - A tool which allows you to convert a document or file into an online, hosted link which allows you to track and identify the individuals who access it.

CRM - Customer Relationship Management; software which acts as a database for your prospects and customers.

Identified Visitor - An individual who has completed one of the identifying actions on your website. Everytime their device returns to your website, they will be recognized as the same individual.

IP Address - A numerical label assigned to each device connected to a computer network.

IP Lookup - A process whereby an IP address is checked against a list of registered company IP Addresses, allowing the company of the visitor to be determined.

Lead grade - Further refine lead scores by grading them. You can grade leads based on company data, like sector, turnover, and number of employees, to make sure you only see the most relevant of prospects.

Lead score - A streamlined way of seeing which of the prospects in your dashboard are the hottest. Lead scores depend which pages of your site they visited; where they came from; and how many pages they looked at in a particular session, etc.

Matches regex - Regex is a string of text that defines a search pattern. To match regex is when characters in the string align with a query.

Referrers - The previous web page used by a website visitor before they’re redirected to a new page.

Stream - Filters to group your website visitors by certain characteristics e.g. location, sector, activity, or level of identification.

Site tagging - individual - Individual site tagging allows you to tag individual pages any way you like.

Site tagging - group - Works slightly different to individual tagging. Instead of adding existing tags to specific URLs, you add new rules completely.

Tag - A label - e.g. ‘Exclude’, ‘Converted’, or ‘Engaged’ - which can be applied to a visitor for more effective sorting.

Total activities - The total number of actions that have been carried out on your website.

Total sessions - The total number of times an individual or company has visited your website.