If you run a business website and want to know who is actually visiting—not just how many—you’ve probably looked at more than a few tracking tools. Google Analytics is fine for pageviews and click stats, but it’s not built to tell you which companies or people are poking around your site. That’s where Canddi comes in. It promises to help you spot the real visitors behind the numbers.
This guide is for anyone who wants to get Canddi set up, see if it’s actually useful, and avoid wasting time fiddling with every bell and whistle. Whether you’re in sales, marketing, or just curious about who’s checking out your stuff, here’s how to get it working—step by step, minus the fluff.
Step 1: Get Your Canddi Account Set Up
You can’t track anything until you have a Canddi account. It’s not free, so know that going in—prices aren’t cheap, and you’ll probably end up talking to their sales team before you get going. Here’s what to expect:
- Sign up and pick a plan. Canddi’s pricing isn’t public, but expect a demo or a call before you get access. You’ll need to tell them how big your team is, what you want to track, etc.
- Get your login details. Once you’re in, you’ll have access to the Canddi dashboard.
- Don’t get distracted by features yet. Just focus on getting the basics running. You can always explore later if you really need to.
Pro Tip: If you’re just curious, ask for a trial and see if they’ll let you test on a limited basis. Don’t commit long-term until you’ve seen the data in action.
Step 2: Install the Canddi Tracking Code
This part is straightforward but crucial. If you miss it, nothing else works.
- Find your unique tracking code. In the Canddi dashboard, look for something like “Install Tracking Code” or “Setup.” You’ll get a snippet of JavaScript.
- Paste it into your website. For most sites, you add it just before the closing
</head>tag so it loads early. - If you use WordPress or a site builder:
- Use a plugin like “Insert Headers and Footers” or your theme’s custom code area.
- Avoid pasting into random places or you’ll break stuff.
- Test that it’s working. Open your site in an incognito/private window and check the Canddi dashboard to see if your own visit registers.
What to ignore: Don’t get distracted by integrations or “goal” setup at this stage. Just get the core tracking live.
Step 3: Configure Basic Settings
Canddi can track a lot, but start simple. You want to see who’s visiting and what pages they’re looking at—don’t try to automate your whole sales funnel yet.
- Set up your domains/subdomains. Make sure Canddi is tracking all the places you care about (e.g., blog.yoursite.com and www.yoursite.com).
- Page tagging (optional): If you want to highlight certain pages (like a pricing page or demo request), Canddi lets you tag these for easier filtering later. You can do this in their dashboard.
- Configure notifications (if you must): Canddi can email you when certain companies visit. Be careful—this can get annoying fast. Start with a weekly summary instead of instant alerts.
Pro Tip: Skip advanced lead scoring until you have data coming in. You can always go back and tweak it.
Step 4: Connect Integrations (Optional, but Useful)
Canddi plays nicely with some CRMs (like Salesforce, HubSpot) and email tools. This can be handy if you want to push leads or match up known contacts. But only set this up if you actually need the data somewhere else.
- Check the integrations list in your Canddi dashboard.
- Follow the instructions for your tool. Usually, you’ll need API keys or to log in to your CRM.
- Be careful with GDPR and privacy rules if you’re syncing personal data. Don’t just connect everything because you can.
Honest take: Integrations sound great, but unless you have an existing workflow, you might not need them. Focus on getting useful visitor info before you bother with syncing.
Step 5: Identify and Profile Your Website Visitors
Here’s where Canddi tries to stand out: It doesn’t just count visitors—it tries to tell you who they are, often by matching their IP address with company data or connecting forms to profiles.
- View live visitor streams in the dashboard. See which companies are browsing, what pages they hit, and when they visited.
- Check out the company info. Canddi will try to match IPs to known businesses. This is hit-and-miss—don’t expect magic, but it’s often accurate for B2B traffic.
- Use lead capture forms. Canddi can tie form submissions (like demo requests) to their browsing history, so you see what a lead did before they filled out a form.
- Add Canddi’s form integration code if you want this feature.
- Tag and score visitors. You can manually tag “hot” leads or set rules for Canddi to do it automatically, but keep it simple for now.
What works: Company detection is solid for B2B, especially if you get lots of traffic from offices. For B2C, it’s much less useful.
What doesn’t: Don’t expect to get personal info unless someone fills out a form or clicks a tracked email. Canddi isn’t psychic, and GDPR keeps it honest.
Step 6: Filter and Act on the Data
Once you’ve got some visitor data, make it work for you. Don’t just stare at dashboards.
- Filter by company, location, or page visited. This helps you see, for example, who’s checking your pricing or who’s come back multiple times.
- Export leads (if your plan allows it) for your sales or marketing team.
- Set up simple alerts if you want to be notified when a target company visits. But, again, don’t go overboard—email fatigue is real.
- Look for patterns. If certain companies or industries keep popping up, that’s a hint for your outreach or content strategy.
Ignore: Vanity metrics. “Ooh, 1,000 visits today!” isn’t helpful unless you know who those visitors are.
Step 7: Stay Compliant With Privacy Laws
Canddi collects a lot of data, and the rules around privacy are strict. Don’t skip this step.
- Update your privacy policy to mention Canddi and explain what data you’re collecting.
- Cookie consent: If you’re in the EU or have EU visitors, get explicit consent before tracking.
- Don’t try to “hide” your tracking. It’s not worth the risk. Be upfront.
Pro Tip: Canddi has some built-in GDPR tools, but you’re responsible for using them correctly.
Step 8: Review, Tweak, and Keep It Simple
Once it’s running, don’t obsess over every metric or chase every possible integration. The real value is in spotting interested companies and following up smartly.
- Check your dashboard weekly. See what’s changed and if you’re getting useful leads.
- Talk to your sales team. Is the info actually helping close deals? If not, tweak your setup or notifications.
- Iterate slowly. Add more tags, scoring, or alerts only as needed.
What to ignore: Shiny features you’ll never use. Focus on the few signals that really help you take action.
Wrapping Up
Setting up Canddi is pretty painless if you stick to the basics. Don’t make it more complicated than it needs to be. Get the tracking code live, see what kind of visitor info you actually get, and only bother with advanced features once you’ve nailed down the essentials. The best way to get value? Keep things simple, check your results, and tweak as you go. If Canddi helps you spot a new sales lead or two, it’s doing its job. If not, don’t be afraid to move on.