Candu Onboarding Guide

Everything you need to know to get started with Candu

Lauren Cumming avatar
Written by Lauren Cumming
Updated over a week ago

By the end of this Getting Started guide, you will be able to create and publish content directly to your application!

Ready to get started?

To kick things off, watch this short 1 minute intro video to get a quick run through of how all of the different areas of Candu interact and work together!

There a few key stages to getting up and running with Candu:

  1. Style your content to ensure it matches your brand and design guidelines.

  2. Create your first piece of Candu content.

  3. Install Candu in your application.

  4. Personalize your Candu content (Enterprise plans only).

  5. Preview your content via the Candu Chrome Extension.

  6. Launch your content by embedding it within your application & going live!

1. Style - Set up your Candu Styleguide

Before you start building content, update your Styleguide so that your fonts, colors and design styles are on brand & ready to go! This ensures that your Candu content is consistent with your applications experience and blends in seamlessly.

You can access this from the Editor.

Update the Candu Styleguide to customize fonts, colors and design styles. This can be found by going to any piece of content in the editor.

2. Create - Getting started with the Candu editor

The Candu editor makes it easy to create and modify content for users. Start from scratch or find inspiration by starting with a Candu template. Simply drag-and-drop elements from the palette on the left to create your content.

Want to fast-track your path to becoming a Candu expert? Check out our Advanced Editing tips below!

ℹ️ Don't worry, the Editor is a safe place to create. Nothing will be published until you're ready!

3. Install Candu

Candu is easy to install within your application. We recommend choosing this installation method but feel free to choose the installation method that works best for your team here.

Installing Candu is simple, but there are a few things that you should map out to ensure the process goes smoothly:

  • Where do you want the content to appear? Is there an available div already or do you need to get your developers to add a new one in for you.

  • Do you want to show different content to different groups of users? If so, make sure you send Candu the information necessary for creating those user segments, either one of our third party integrations or by sending relevant user events directly to Candu. More information here!

Install Candu with a copy & paste script. Use the Chrome Extension to embed content within your application. Optionally connect a data source to build personalized journeys for your users.

Please note you will need to complete the installation process before you can make any content live to your users.

4. Personalize your Content

If you want to target specific users with specific content, you can create different segments of users and decide what content they should see. This can lead to the best experience possible for your users as content is more relevant than a one size fits all approach which often leads to higher engagement levels.

Some example Segments to consider:

  • Role: account admins vs. standard users

  • Account size: strategic vs. self-serve accounts

  • Experience: new trial user vs. activated user

5&6. Previewing & Embedding your Content

Learn how to use the Candu Chrome Extension to preview your content within your application and then embed it to make it live to your users.

Once your content is live, you can update it any time simply by clicking the Publish button in the upper right corner of the editor. All changes are saved automatically, so your content is ready to publish when you are.

🤩 Pro tip: If you have personalized your content, you can use Preview to double-check that each group of users has access to the right content.

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