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Does CANDDi work with my bespoke email marketing platform?

Published 29 Oct 2020 by Ellice Eadie, CANDDi
Read this in about 7 minutes

If you’re using our Gmail/ Outlook plug in for one-to-one email tracking, then it only makes sense that you want to bring your bulk email marketing platform in on the action.

Luckily for you, CANDDi can integrate with a whole host of email platforms! But in order for CANDDi to work alongside your existing platform, your email software needs the ability to send personalised emails to each individual recipient.

Almost all email platforms support this. However, this functionality has different names in different platforms: ‘Merge Tags’, ‘Merge Fields’, ‘Personalisation’ are just some of the terms that we’ve come across so far!

So we’ve put together a list of the main email platforms we work with, complete with instructions to see how you can incorporate CANDDi tracked links into your mass marketing.

Adestra

If you’re using the Adestra platform, it unfortunately doesn’t support ‘merge’ fields as most platforms do. If you want to read about this on Adestra’s website, then go here.

Firstly, you’ll need to create a new profile within Adestra. Call this profile CANDDi.

Then click on ‘Create new Fields’ and create ‘Contact Fields’ - add fields for First Name, Last Name and Email Address.

Now when you add a link to your template or your mailer, use the CANDDi profile and Adestra will automatically merge in the correct fields. The end result should look something like this:

http://www.canddi.com?ce=tim@canddi.com&cfn=Tim&cln=Langley

Adestra should now automatically introduce the correct parameters when you send the email. We strongly recommend that you test this before using it for your live campaigns. When the recipient clicks through this link, they will be taken to your website and identified by CANDDi.

ClickDimension

Due to the way ClickDimension works, the exact code you will use is different depending on whether the contact is a Lead or a Contact, but the process for creating (and implementing) the code is exactly the same.

ClickDimension use the following tags:

Lead

  • First Name: ${Recipient.lead.firstname}
  • Last Name: ${Recipient.lead.lastname}
  • Email: ${Recipient.lead.emailaddress1}
  • Company: ${Recipient.lead.parentcustomerid.account.name}

Contact

  • First Name: ${Recipient.contact.firstname}
  • Last Name: ${Recipient.contact.lastname}
  • Email: ${Recipient.contact.emailaddress1}
  • Company: ${Recipient.contact.parentcustomerid.account.name}

So, for every link in your email you need to create a ‘CANDDi Integration’ URL. For a contact, this URL should look something like this:

http://YOUR_URL?ce=${Recipient.contact.emailaddress1} &cfn=${Recipient.contact.firstname}&cln=${Recipient.contact.lastname}&cc= ${Recipient.contact.parentcustomerid.account.name}

When your email is sent then ClickDimension will replace these Merge Tags with the correct values. We recommend testing this before you send anything!

Constant Contact

First, create your email or template as normal within Constant Contact. When you add links into the email then follow the instructions found here for dynamic links.

Now, click on the Insert Link button. You will need to create the Constant Contact tracking code using the CANDDi Email Integration wizard. This can be found in the ‘Identify’ section of your CANDDi Dashboard.

Insert the code into the Insert Link box and ‘untick’ the ‘Track Link’ check box as CANDDi and Constant Contact ONLY allow tracking by one system.

Repeat this for all links in your document.

Copernica

The Copernica platform is highly customisable meaning CANDDi cannot provide a preformatted integration as we can with other platforms. This however doesn’t mean that your links can’t be tracked by CANDDi.

When adding a link from your outbound mail in Copernica, it must be structured so that the database fields in Copernica are matched to the correct items in the query string in CANDDi. These links must be correctly formatted and inserted into your Copernica email, like so:

<a href="http://www.example.com/campaign?ce={$**EmailAddress**}&cfn={$**FirstName**}&cln={$**Last_Name**}">Visit our new website</a>

You must replace the bold text with your own database field names from Copernica. Copernica should now automatically introduce the correct parameters when you send the email.

Customer Minds

In the case of Customer Minds, they use the following tags:

  • First Name: [[Contact First Name]]
  • Last Name: [[Contact Last Name]]
  • Email: [[Contact email address]]

For every link in your email you need to create a ‘CANDDi Integration’ URL. This URL should look something like this:

http://YOUR_URL?ce=[[Contactemail addr]]&cfn=[[Contact First Name]]&cln=[[Contact Last Name]]

When your email is sent, then Customer Minds will replace these Merge Tags with the correct values. We recommend testing this before you send anything!

DotMailer

For Those clients who have DotMailer as their email broadcasting system, you do not have to manually add the CANDDi email tracking code behind each link within your email.

Dot Mailer has a function that allows you to ‘add’ default code to all of your links - this means no more manual additions to links!

You may also wish to automatically include UTM tracking within your emails (this allows CANDDi to automatically stream your email marketing within the “Source: Email Marketing” stream.

To do this also add Field - “utm_source” / Value - “DotMailer” & Field - “utm_medium” / Value “email”

Once all set up please test your campaign - remember to include your CANDDi account manager!

GetResponse

GetResponse use the following tags:

  • First Name : [[firstname]]
  • Last Name: [[lastname]]
  • Email: [[email]]

So, for every link in your email you need to create a ‘CANDDi Integration’ URL. This URL should look something like this:

http://YOUR_URL?ce=[[email]]&cfn=[[firstname]]&cln=[[lastname]]

When your email is sent, GetResponse will replace these Merge Tags with the correct values. We recommend testing this before you send anything!

Gold Vision

For Gold Vision’s email campaign system to work well with CANDDi, you need to let your Account Manager know you wish to send a campaign via Gold Vision as there is a small adjustment we need to make to your CANDDi Dashboard.

Gold Vision

Next, create the CANDDi email integration code as usual and insert them into your email. You need to say yes to Google Analytics and complete the fields for Campaign Medium i.e. Email, Campaign Source e.g. GoldVision and Campaign Name e.g. NewsletterDec2015.

Now run the campaign as normal from Gold-Vision Connect. Select the ‘Include contact info in links’ button on the Send tab. This adds the name tags in Gold Vision format to each link.

iContact

CANDDi Integrates with iContact really easily! Just follow these steps to set it up:

  1. Create your email.
  2. Paste your website URLs into the email.
  3. Highlight each link and click on the add link button in the top menu.
  4. Build the target url within CANDDi.
  5. Insert the URL and send the emails!

FuseMetrics/ Response Mail

If you’re using these guys, you’ll be aware they use the following tags:

  • First Name
  • Last Name
  • Email

So, for every link you make in your email, you need to create a ‘CANDDi Integration’ URL. This URL should look something like this:

http://[YOURDOMAIN]?ce=**EMAIL**&cfn=**FIRSTNAME**&cln=**LASTNAME**

When your email is sent then ResponseMail will replace these Merge Tags with the correct values.

Pure360

There are two ways to integrate CANDDi with PURE360. We recommended sticking with the first method, but if it doesn’t work, try the second option.

First method:

In the tracking & web analytics tab in the PureResponse platform, tick the ‘I use an alternative analytics tool and would like the following added to my link’ and provide this in the box below:

?utm_campaign=[YOURCAMPAIGNNAME]&utm_medium=email&utm_source=[CONTACTLIST]&cc={~companyname~}&ce={~email~}&cfn={~firstname~}&cln={~lastname~}

Make sure Google Analytics tracking is turned OFF in the platform, or it will conflict.

Second method:

Pure360 uses the following tags:

  • First Name: {~firstname~}
  • Last Name: {~lastname~}
  • Email: {~email~}
  • Company Name {~companyname~}

So, for every link you make in your email you then need to create a “CANDDi Integration” URL. This URL should look something like this:

http://[YOURDOMAIN]?ce={~email~}&cfn={~firstname~}&cln={~lastname~}&cc={~companyname~}

You should also add UTM tracking so you can easily sort and stream visitors. This will make the link code look like so:

http://[YOURDOMAIN]?ce={~email~}&cfn={~firstname~}&cln={~lastname~}&cc={~companyname~}&utm_campaign=[YOURCAMPAIGNNAME]&utm_medium=email&utm_source=[CONTACTLIST]

When your email is sent then Pure360 will replace these Merge Tags with the correct values. We recommend testing this before you send anything.

CANDDi also works with the bulk email platforms Hubspot, Sendy and eshot, so if you’re using those, head over to www.canddi.com/support to find out more.

If your email platform isn’t mentioned above, reach out to the team at help@canddi.com and we’ll see what we can do for you.