How to embed a custom version of Candid on your website

Candid Embedded is a custom wholesale portal that can be added to a page on your existing ecommerce site. The embedded version of Candid allows your customers to shop from you the same way they would with a regular Candid account but instead they log into their wholesale accounts directly through your website. The embedded version of our software is a good option if you want to have more control over the look of your wholesale portal and also want to direct all of your customer traffic to your own website.

The first part of the design is creating the look of your Storefront. Most storefronts will look something similar to the image seen below with an area for customers to login and begin shopping from your catalog:

At the Pro subscription level, Candid Embedded can be added on to your account for an additional $150 per month. For Complete & Unlimited subscriptions Candid Embedded is included in the monthly subscription cost. You can learn more about our different subscription options here: https://candidwholesale.com/pricing/

Please note there may be other charges not stated here if additional customizations are needed for your wholesale site. All requested custom development work and billing charges should be thoroughly discussed between you and our sales team before work on your embedded site begins.

• Custom embedded design and setup done by our team
• Custom brand colors to match your website
• Custom transactional emails
• Custom Flodesk buyer onboarding email

• The first step is to schedule a meeting with our team.
• We'll discuss how you want Candid embedded to look on your website and the date you would like to share the new site with your customers.
• We may need to gather examples of what kind of colors, fonts and other design elements you want to use.
• You send us collaborator access to your site so that we can begin customizing the embedded wholesale portal. We will also need to know the page you want the wholesale portal to live on.
• Depending on the level of complexity and our team's current workload, we can usually get an embedded site set up in 2 - 3 weeks. Please note that if we encounter issues while setting up your wholesale site we may require additional time to prepare your site for launch.
• Before you launch your embedded site we'll want to run some test orders first to make sure everything is working the way you want it to.
• When we are done with testing and you're ready to launch the site to your buyers, we can then send out custom onboarding emails to your customers to help them prepare to order from your new site. We recommend waiting until work on your embedded site is fully completed before you announce your wholesale site launch to your customers.

To get Candid Embedded set up on your website, please contact our support team so that we can schedule a time to discuss how you want the installation to work on your site. Please note that we will need temporary developer access to your ecommerce website to do the installation since embedded requires custom coding on our end. We are also happy to work directly with your website developer if you prefer that. To get started please contact us here.

If you change the destination URL for Candid Embedded, you'll need to update the code snippet at https://app.candidwholesale.com/selling/connect and then replace what's currently there. This often happens when a Squarespace site goes live.

1. Add the new domain name to "Embedded Domain Name"
2. Add the new page URL (including "https://") to "Embedded Page" and press "Save"
3. Make sure your code snippet is pointing to the desired page (Storefront, Sign In, Sign Up), then copy the new "Code Snippet"
4. Finally, replace the snippet you're currently using in Squarespace with the new snippet

Because Candid Embedded requires customization and works differently for each ecommerce site, we require thorough testing to make sure everything is working correctly before you launch your embedded wholesale store to your customers. Letting us know your preferred launch date will help ensure that everything goes smoothly for your customers when they begin placing orders on your new site. Candid cannot be held responsible if you launch your site before necessary testing has been completed.

Please see our Terms of Service for additional information or reach out to our support team if you have any questions.