How to segment leads by behavior in Canddi for targeted outreach

If you're sick of blasting out generic email campaigns and hoping something sticks, you're in the right place. This guide is for anyone using Canddi who wants to actually use the behavioral data it gives you — not just admire pretty dashboards. Whether you're in sales, marketing, or both, let's get into the nuts and bolts of segmenting leads by behavior so your outreach actually lands.

Why Bother Segmenting by Behavior?

Most people claim to do "targeted outreach," but really, they're just slicing lists by job title or geography and calling it a day. That's fine, but it's also why those emails go straight to archive.

Segmenting by behavior — what someone actually does on your site, what they click, how often they return — gets you closer to what they care about right now. That's the difference between getting ignored and starting a real conversation.

But be warned: It's easy to overcomplicate this. You don't need 50 micro-segments. You just need to spot the patterns that matter for your business.

Step 1: Get Your Canddi Tracking in Place

First things first: Make sure Canddi is actually collecting the data you need. If you haven't already set up tracking, Canddi has a straightforward script you drop into your site header. Most folks do this once and never look back.

What to check: - Is the script firing on every page you care about? - Are integrations with your CRM or email tool working? This links activity to real people, not just anonymous cookies. - Are your key conversion points (demos, contact forms, etc.) being tracked?

Pro tip: If you’re running multiple domains or subdomains, double-check that Canddi is tracking them all. Otherwise, you’ll end up with data gaps and head-scratching later.

Step 2: Identify the Behaviors That Actually Matter

Here's where most people trip up: Not all behaviors are worth segmenting on. Visiting your homepage once? Pretty weak. Returning three times in a week, reading your pricing page, and watching a demo video? Now we're talking.

Common behaviors worth segmenting: - Pages visited: Pricing, case studies, product features — these signal intent. - Visit frequency: One-and-done visitors vs. repeat traffic. - Session length: Someone poking around for 10 seconds is not the same as a deep 5-minute dive. - Downloads/Conversions: White paper downloads, demo requests, or filling out a contact form. - Email clicks: If you’re using Canddi’s email tracking, clicks and opens can be tied to site visits.

What to ignore:
- Random blog lurkers who never look at product pages - Bounced sessions (people who leave after 1 page/10 seconds) - Overly broad activity like “visited the site at some point this year”

Bottom line: Pick 2–3 key behaviors that really signal interest in what you’re offering. Don’t get lost in the weeds.

Step 3: Build Segments in Canddi

Now for the practical bit. Here’s how to actually create behavioral segments in Canddi.

  1. Go to the “Streams” Section:
    Streams in Canddi are basically saved filters. Think of them as dynamic lists that update as people match (or stop matching) your criteria.

  2. Create a New Stream:

  3. Click “Create New Stream.”

  4. Give it a name that makes sense. “Hot Pricing Page Visitors” beats “Segment 3.”

  5. Set Your Conditions:
    Here’s where you define the behaviors that matter. Use Canddi’s filters to choose things like:

  6. Page URL contains: e.g., /pricing or /demo
  7. Visit count is greater than: e.g., 2
  8. Last seen within: e.g., last 7 days
  9. Custom events: If you’re tracking things like form submissions

Stack conditions however you want — but remember, more isn’t always better. Too many filters and you’ll end up with nobody in your segment.

  1. Save and Preview:
    Canddi will show you the people who currently match. If your list is empty, loosen your filters. If it’s everyone, tighten them up.

Pro tip: Start broad, then refine. You can always add filters, but no one wants to miss out on good leads because they got overzealous.

Step 4: Sync Segments with Your Outreach Tools

A segment is only useful if you actually use it. Here’s how to get your Canddi segments into your outreach workflow:

  • Manual Export:
    For smaller teams, just export the segment as a CSV and upload it to your email tool or CRM. Not fancy, but it works.

  • Integrations:
    If you’re using tools like HubSpot, Salesforce, or Mailchimp, Canddi can push segment data automatically. Set up the integration once, then map your streams to lists or campaigns.

  • Webhooks/API:
    For advanced setups, you can use Canddi’s API to trigger automated workflows. This is overkill for most, but handy if you want instant notifications or complex branching.

Don’t overthink this: The goal is to get your hot segments into whatever tool you use to actually contact people. Automation is nice, but if it’s slowing you down, just stick with exports.

Step 5: Craft Outreach That Matches the Segment

This is where the magic happens — and where most people still blow it by sending the same tired pitch to everyone.

Tailor your outreach to the behavior: - Pricing page visitors: Ask if they have questions about plans, or offer a quick call to clarify pricing. - Repeat visitors: Mention you noticed they’ve come back several times and ask what’s holding them back. - Demo downloaders: Offer a follow-up walkthrough, or share a customer story relevant to their use case.

Keep it conversational. Reference the behavior, but don’t be creepy (“I saw you watched our demo video four times in one day…” is a little much).

What not to do:
Don’t dump everyone into a generic nurture sequence. That defeats the whole point of behavioral segmentation.

Step 6: Test, Refine, and Don’t Get Cute

This stuff isn’t set-and-forget. Your first segments might be too broad, too narrow, or just wrong for your audience. That’s fine.

  • Check segment performance: Which segments actually convert? Where are you getting crickets?
  • Adjust conditions: Tweak your streams if you’re not seeing results. Don’t be afraid to scrap segments that go nowhere.
  • Keep it simple: If you’re tempted to create 15 micro-segments, resist. Two or three solid ones beat a dozen that confuse your team.

Real talk: The best behavioral segments are obvious in hindsight — you’ll spot them once you see who’s actually responding.

Common Mistakes (and How to Avoid Them)

  • Overcomplicating segments:
    If you’re not sure why you’re creating a segment, don’t. Start with the behaviors you know drive sales or conversions.

  • Ignoring outreach quality:
    Segmentation helps, but bad emails are still bad emails. Personalization only works if the message is actually useful.

  • Not syncing data:
    Don’t let segments sit idle in Canddi. Make sure they make it to your sales or marketing tools, even if it’s just via CSV.

  • Forgetting to revisit segments:
    Your business changes, your website changes, your audience changes. So should your segments.

Wrapping Up: Keep It Simple, Iterate as You Go

Segmenting leads by behavior in Canddi isn’t rocket science, but it is powerful if you keep it grounded. Start with a couple of meaningful segments, sync them with your outreach, and actually talk to people like you know what they care about.

You'll learn what works (and what doesn’t) way faster by doing, not planning. So keep things simple, stay skeptical of over-complicated setups, and adjust as you go. That’s how you cut through the noise — and actually get replies.