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Setting Up Candu for Your Company

This guide walks you through setup end-to-end, from installation and workspace setup to launching your first experience.

Deborah Ramírez avatar
Written by Deborah Ramírez
Updated this week

This guide covers the full setup, coordinating installation, setting up a workspace, and launching your first content.

New to Candu? Read What is Candu? and How Candu Works first, then come back here to set things up.

Before you get started

Before you start, pick one focused use case. You’ll validate value faster and avoid boiling the ocean.

→ User Onboarding (best if: you have new user activation challenges)

→ Product Education (best if: users aren't discovering key features)

→ Adoption Campaigns (best if: you need to drive specific behaviors)

Start Small

Launch one thing, learn, iterate, then scale.”

Step 1: Prepare your Candu Workspace

This step requires coordination with a developer or technical teammate. You'll work together to install Candu and configure your workspace.

Understanding workspaces

Workspaces are separate instances of Candu within your account. Each workspace has its own:

  • Content library

  • Installation script

  • Whitelisted domains

  • User data and segments

Content created in one workspace only appears in the environment where that workspace is installed.

Learn more: Create & Manage Workspaces→

Decide Your Workspace Strategy

Most teams start with one workspace connected to their production environment. This is the simplest approach and you can add more when you have a specific need.

You may need multiple workspaces if:

  • You have separate staging and production environments and want to build/test in staging first

  • You have multiple domains (for example, your app and your marketing site)

Note: You can also test with segments in production (e.g., "Internal Team Only"), so you don't necessarily need a separate workspace for testing.

Invite your team

Candu works best cross-functionally. Candu pricing is based on Monthly Active Users (end users) who view content, not the number of teammates in your account, so invite your whole team.

More about inviting your team and permissions here.

Install Candu

Work with your developer to add the Candu script to your application.

What your developer needs:

  • Your Candu Client Token (found in Settings > Installation in your Candu dashboard)

  • (Optional) User traits and events. Don’t send everything at once. Start with 2–3 traits and 2–3 events that matter for your first use case, add more later.

Share these resources with your developer:

Verify installation: Install the Candu Chrome Extension, open your app, and check Page Status to confirm the SDK is installed and up to date (make sure the selected workspace matches the environment).More details here.

Step 2: Set your default styles

Before creating content, set up your Styleguide with your brand's fonts, colors, buttons, etc. Your Styleguide acts as a shared design system for all Candu content. Set it up once, and new content your team creates will inherit these defaults.

To get started, go to Styleguide on the left sidebar.

Tip: Anyone can set up the Styleguide, but we recommend involving your Product Designer or UX Designer.

Note: Custom fonts require a hosted font URL.

Learn more: Setting up your Styleguide →

Step 3: Learn the Editor with templates

Candu's drag-and-drop editor lets you build complex, responsive content without code. The fastest way to learn is by starting with a template rather than building from scratch.

Start with the Template Library

Templates show you what's possible and give you a working foundation to customize.

To explore templates:

  1. Navigate to Content on the left sidebar.

  2. You'll see options across the top: Blank Canvas, Banner, Carousel, Checklist, Empty State, Form, and more:

Essential Editor resources

Organize your content with sections & templates

As you create more content, organization matters. Use Sections and Templates to keep your workspace tidy.

Sections: Organize your content

Sections are like folders in your Content list. You'll see Uncategorized by default. Everything you create starts there until you move it. Learn more about sections.

Templates: Share best practices

Create reusable templates to speed up content creation for common use cases and share proven patterns that drive results with your team. Learn more about templates.

Step 4: Create your first Segment (Optional)

Segments let you define your audience. If you need targeting, or you want to test safely with a small group (for example, Internal Team Only), here’s how to create a segment:

  1. Go to Segments on the left sidebar

  2. Click Create Segment

  3. Add a name and description

  4. Define conditions

Learn more:

Step 5: Launch your first experience

Here's the complete journey of how Candu content reaches your users:

  1. Install → Add Candu's script to your application so it can display content

  2. Design → Build content in Candu's visual editor

  3. Place → Tell Candu where content should appear on your pages

  4. Target → Control which users see content

  5. Publish → Make content live for your users

The publishing process in Candu is simple, but success depends on getting a few key things right. Before diving into the how-to, it helps to understand what needs to be set before you launch content with Candu.

Learn more about launching Candu content: Publish Candu Content.

Resources and next steps

Here are essential resources to help you succeed:

Publishing & placement

Monitoring & optimization

Troubleshooting

Advanced features

Need support? We're here to help! Chat with us or email us at [email protected].

Related Articles
How Candu Works
Installing Candu
How to set up Experiments in Candu
Building Your First Content in Candu
Joining an Existing Team
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