References

Find below a list of handy resources to help you learn more about Kademi's software.

Understanding lead management roles

Configuring roles for lead management can be tricky, because there are many different use cases that need to be handled. In this article we'll explain what each role is and how to use it.

24/3/2025 08:05

User Management

XE.com integration

23/12/2024 14:57

Incentives eCommerce Integrations

Awarding Points for Claims based on its Store Price

26/11/2024 08:54

Table Uploaders and Sanity Checking

18/11/2024 07:07

Using KWarranty for quick and easy product registration

KWarranty lets you capture product registration details quickly and easily with a receipt upload process.

25/10/2024 11:34

User Management

Managing your Domain Details

23/8/2024 09:03

Arcanum: How to Store Core Invoice Data on the Main Sales Claim

Learn to streamline your processes by efficiently storing and managing core invoice data on your main sales claim using Arcanum.

22/8/2024 11:02

KConfirmDetails: Managing Personal Detail Fields

22/8/2024 07:42

Editing Content

Creating QR Codes in Dashboard Alerts

a brief summary of how you can setup a dashboard alert that displays a qr code using a custom app

8/8/2024 08:44

Developers

Blackhawk Network Integration

Learn how to integrate your solution with BHN to automate gift card fulfilment.

22/7/2024 11:13

Incentives

Outbound CSV File Integration

17/7/2024 10:19

Kademi Platform Outgoing IP Addresses

Discover the latest outgoing IP addresses for Kademi's clusters across different AWS regions, essential for maintaining smooth connectivity and network integration.

27/5/2024 09:30

Security

Deploying Apps to the Marketplace

This is a short guide on how to Deploy your Apps to the marketplace

30/4/2024 09:23

Developers

Getting started with Prezzee

25/3/2024 07:57

Creating Custom Indexed Fields on the Search Index

Sometimes you need to create a really complex report that uses fields from all over the place in Kademi However having to call different tables in the database multiple times when looping over data can become slow and cumbersome causing stability issues with the platform, Instead we can run code on a reindex to store data

15/3/2024 09:41

Developers

Configuration Management

Utilize configurations from the dashboard to generate a snapshot and facilitate the upload of the deployment file from associated accounts.

27/2/2024 16:03

Developers Website Management

Getting started with KPartnerAssistant

A quick tutorial on setting up KPartnerAssistant

7/2/2024 12:43

Searching the Audit Records

14/12/2023 10:33

AI Shopping Assistant

Kademi's AI shopping assistant can help your customers to find what they are looking for.

7/12/2023 09:31

Incentives eCommerce

How to use Kademi with Hubspot

22/11/2023 14:09

Syncing Custom Fields with Salesforce

8/11/2023 12:45

Developers

Getting started with Arcanum

A Quick little Video Guide on getting started with Arcanum

6/7/2023 08:10

eCommerce Solutions

User management with KTeams

Learn how KTeams can be used to manage users within an organisation.

8/6/2023 12:52

User Management

Managing group permissions

Learn how to manage permissions and roles for groups in Kademi.

4/5/2023 13:04

User Management Fundamentals Security

Managing website access

Learn how to manage who can access your websites in Kademi.

2/5/2023 14:12

User Management Website Management Security

Adding products to a store

Learn how to add products to eCommerce and reward stores in Kademi.

1/5/2023 14:08

Incentives eCommerce

Updating applications

Learn how to update applications in Kademi.

28/4/2023 15:15

Website Management

Safely changing website content using website versions

Learn how to use versioning to safely make changes to a live site.

27/4/2023 14:49

Editing Content Fundamentals Website Management

Components and containers in KEditor

Learn the basics of using KEditor in Kademi.

19/4/2023 11:23

Editing Content Fundamentals

How to use Kademi with Salesforce

6/4/2023 12:37

How to suppress KConfirmDetails Popup on your pages

6/4/2023 10:07

User Management Website Management

How to create a form based promotion

Learn how to create a promotion where participants can submit a photo to enter.

28/3/2023 14:16

Incentives

Using vouchers to encourage registration

Learn how to use vouchers to encourage new users to register.

23/3/2023 11:33

Incentives

How to add a Wishlist to your eCommerce site

Learn how to add the option for customers on your eCommerce site to save products to a wishlist.

22/3/2023 11:03

eCommerce

How to delete pages from your website

Learn how to delete pages from your Kademi website and redirect users elsewhere.

20/3/2023 12:46

Editing Content Website Management

How to change the logo displayed in the menu

Learn how to update the logo displayed in the menu on your Kademi website.

20/3/2023 12:18

Editing Content

Go-live Checklist

Use this handy checklist to remember some of the important steps in setting up a Kademi program.

3/2/2023 08:35

Fundamentals Solutions

Integrating Kademi with DocuSign

DocuSign is one of the world's most popular platforms for electronically signing off documents and agreements. In this article, we'll guide you through the process on how to integrate your DocuSign account with Kademi as well as using Journeys to automatically send your users documents to sign off on.

23/11/2022 12:54

Non-techical Kademi AMA - session 2

In this session we covered - new configuration management framework - Difference between KCRM and KTeams (for brand and channel) - Difference between Sales claim and claim tagging workflows - Custom reporting options for non-developers

15/9/2022 08:10

Ask Me Anything Incentives

Kademi AMA - Technical session 1

First in the Kademi AMA series. In this talk we covered - code authoring with ksync - version control with github - using kademi versions for team based projects - using ksync to source control journeys - new features for moving accounts and interactive login in set remote hash - load testing tools

14/9/2022 09:09

Ask Me Anything

eLearning Components for a Reporting Dashboard

14/9/2022 07:34

Secure password validation FAQs

See the FAQs on secure password validation with KSecurePassword.

29/8/2022 08:46

User Management Security

On Module Passed Automation Trigger

How to use an Automation Trigger to give rewards when a Module is Completed and Passed

18/8/2022 14:22

eLearning

Use automations instead of journeys!

Automations are faster, easier to setup and easier to manage then journeys. So if you just "when this do that" then use an automation instead of a journey Here's a video showing an example of setting up a once per day email notification when user's get points.

15/8/2022 12:46

Integrating with Stripe

10/8/2022 10:37

eCommerce Integrations

How to Review Leads without Tasks

15/7/2022 12:29

Listing Promotions to the User and Listing off the Winners

6/7/2022 17:36

Table uploader actions

15/3/2022 13:53

Reindexing the Search Index

2/3/2022 14:10

Incentives eCommerce Developers User Management Integrations Feedback & Recognition Blogs & Forums Fundamentals Website Management Solutions Security

Moving hosted zones

Learn how to move hosted zones, domains and other information between accounts.

21/2/2022 14:47

Website Management

KBoot

Just information regarding using KBoot

8/2/2022 06:50

Developers

Adding a favicon to your site

20/1/2022 07:29

Editing Content Website Management

Resetting point allocations

19/1/2022 12:45

Incentives User Management

Kademi Self Hosting

7/12/2021 09:22

Developers

Registering ksync url handler in mac OS

1/12/2021 14:41

Displaying point awards for purchases on external ecommerce sites

2/11/2021 07:45

Incentives Developers

KReferral with Admin Approval Acceptance

How to use KReferral with Admin Approval on Registration and Activation

28/10/2021 13:37

Setting up a reward store from scratch

Learn how to set up a reward store from scratch.

15/10/2021 08:59

Incentives eCommerce

Integrating with a FTP to import data

20/9/2021 06:05

Integrations

Using the query builder

20/9/2021 04:26

Integrations

IDP Implementing protection against brute force attacks

This how-to shows configuring Kademi's IDP framework for protection against brute force attacks on user resources, such as logins and password reset page

25/8/2021 17:06

Developers Security

IDP Implementing CSRF Protection

This how-to shows configuring Kademi's IDP framework for protection against cross site request forgery attacks with CSRF tokens

25/8/2021 16:24

Developers Security

Installing a solution

See how easy it is to install a Kademi solution.

5/8/2021 15:48

Solutions

Custom CSS

Learn how to use custom CSS in your Kademi site.

5/7/2021 13:15

Editing Content

Using the Clarity app

11/2/2021 07:51

Integrations

Reusing content layouts

2/2/2021 11:16

Editing Content

Creating a sub account

26/1/2021 15:05

Fundamentals

Using the website readonly feature

Just a quick video which walks you through using Kademi's read-only feature which is used to safely edit and manage website content. Also shows how this can impact on editing pricing rules.

14/1/2021 09:27

Editing Content Website Management

Display point awards for purchases on external ecommerce sites

Display point awards for purchases on external ecommerce sites with rewards-lib.

28/10/2020 20:29

Incentives Developers

Create an OTP login component

14/10/2020 19:08

Developers

Ways to sort products in your eCommerce store

See the different ways products in your eCommerce store can be sorted to display products that are most relevant to your customers.

15/9/2020 13:55

eCommerce Editing Content

Restricting products displayed to users with a price limit

15/9/2020 13:25

eCommerce Editing Content

Setting up a 3rd party integration with an embed code

8/9/2020 14:59

Integrations Website Management

User session replay

8/9/2020 14:43

User Management Website Management

Adding a member list to a company page

21/8/2020 07:13

Editing Content User Management

Group resources

5/8/2020 09:17

Editing Content User Management

Creating and managing forums

22/7/2020 07:54

Blogs & Forums

Adding downloadable resources to your site

20/7/2020 15:01

Editing Content

Using KCode

10/7/2020 09:36

Editing Content Fundamentals

Purchasing a domain outside of Kademi and pointing your nameservers

9/7/2020 16:18

Website Management

SendGrid integration

2/7/2020 11:16

Emails & Marketing Integrations

Using KCode for task approval in a sales claim approval workflow

Demonstrates creating a journey to automate the sales claim approval workflow, focusing on how to dynamically select users to assign tasks to for approval.

22/6/2020 14:38

User Management

Hinda app settings

15/6/2020 13:51

How to make the menu dock to the top of the screen

10/6/2020 12:16

Editing Content

Editing pricing tiers in a spreadsheet

5/6/2020 07:32

Incentives eCommerce

How to create a dynamic group

Users can be grouped dynamically based on a range of factors. Learn how to create a dynamic group.

4/5/2020 21:15

Emails & Marketing User Management

Copy Paste in the File manager

See how to use the copy/paste function in Kademi's file manager to duplicate file and folder resources.

1/5/2020 08:06

Developers

Building custom registration forms

15/11/2019 20:37

Developers

Custom error pages

5/11/2019 10:05

Editing Content

Creating your own portlets with custom apps

1/11/2019 02:48

Developers

Simple points notification journey

Shows creating a journey to send users an email when they've been awarded points.

30/10/2019 04:39

Incentives Emails & Marketing

Controlling access to content

Shows how to manage access using group visibility rules

30/10/2019 04:39

Custom reports

9/10/2019 07:32

Developers

Forms

9/10/2019 07:03

Developers

Handling email with a custom App

9/10/2019 06:59

Developers

Using the Kademi JSON Database

Learn how to use Kademi's built in JSON database to store arbitrary data structures.

9/10/2019 06:54

Developers

JavaScript controllers

9/10/2019 06:46

Developers

OAuth 2

9/10/2019 06:43

Developers

Profile matching and merging in integration scripts

9/10/2019 06:37

Developers

User and membership api

9/10/2019 02:26

Developers

Developing with surveys

9/10/2019 02:24

Developers

Dealer Program

9/10/2019 02:18

Send emails

9/10/2019 02:08

Developers

Create contact pages

9/10/2019 02:04

Setup notifications

9/10/2019 02:01

Developers

Managing organisation IDs using CSV

9/10/2019 01:51

Setup Organisations and Groups

9/10/2019 01:47

Copy, paste and move files and folders

9/10/2019 01:44

Copy or duplicate a blog

9/10/2019 01:41

Blogs & Forums

Restoring files and repositories

9/10/2019 01:39

Website Management

Granting public access to website resources

9/10/2019 01:35

User Management Website Management

Incentive improved performance with KPIs and rewards

8/10/2019 08:03

How to use the org locator app

Learn how to use the org locator app to allow website visitors to search for their nearest organization.

8/10/2019 03:16

Editing Content Integrations

Using path resolvers

8/10/2019 03:12

Developers

Setting up DKIM

8/10/2019 03:08

How to check if a user is in a group from a contact form

8/10/2019 03:06

Developers

Authoring

8/10/2019 03:01

Developers

Developing with Ksync

8/10/2019 02:56

Developers

Team playing with the Kademi platform

8/10/2019 02:51

Managing JSON from your custom app

Learn how to store JSON Data in the JSON Database with custom apps.

8/10/2019 02:42

Developers

Using custom app API in emails

8/10/2019 02:39

Developers

Defining roles in custom apps

8/10/2019 02:32

Developers

Advanced search pages with SearchManager API

8/10/2019 02:14

Login forms and pages

8/10/2019 02:08

Developers

Embedding video on your website

8/10/2019 02:04

Developers

Create a custom payment form

8/10/2019 02:02

Developers

Creating a simple home page template

8/10/2019 01:45

Using JavaScript functions in templating

8/10/2019 01:42

Style your site with LESS

8/10/2019 01:33

Developers

Customising editor styles and templates

8/10/2019 01:23

Developers

Setting up a signup form

Learn the ins and outs of our Signup form component

26/9/2019 10:18

User Management

Syncing calendars with Outlook

9/9/2019 09:29

Integrations

How to onboard users automatically with journeys

4/9/2019 11:21

How to instantly copy a directory or website

4/9/2019 09:16

Website Management

Versioning a Website

4/9/2019 06:54

Mail Servers

4/9/2019 06:18

Emails & Marketing Website Management

How to set up DKIM and test it

4/9/2019 05:41

Emails & Marketing Website Management

Enabling Google Analytics

4/9/2019 05:33

Web page permissions

4/9/2019 04:47

Editing Content Website Management

How to create a login page for your website

4/9/2019 04:35

Creating and using user tags

4/9/2019 04:17

Setup Outlook to sync with a Kademi calendar

Video how-to showing setting up Outlook to sync with Kademi calendars.

21/8/2019 08:17

Developers

Enabling 2 Factor Authentication

Learn how to enable 2 Factor Authentication in your Kademi account.

8/8/2019 05:31

User Management Fundamentals

How to update training result codes

Video walkthough showing how to use advanced filtering of training results, and how to update training result codes

2/7/2019 09:34

eLearning

Nesting containers and using components

Allow your website page to have multiple layouts, this is where containers come in, as they allow you to do this, components are all the elements that go into the containers, eg- text, pictures, blogs, videos etc.

30/3/2018 04:42

Managing points

Learn how you can add or debit reward points manually for a user or organisation using the points bucket. Reason codes are used to create a record name for each debit or awarded points for a user

29/3/2018 18:31

Import products

This how-to video walks you through setting up a product library

29/3/2018 18:30

Managing sales reps and dealer data bases

understand how organization types and organizations are linked to each organization parent, type and adding members to the organization. Learn how to add members to the organization

29/3/2018 17:16

Auctions

An auction is a process of buying and selling goods or services by offering them up for bid, taking bids, and then selling the item to the highest bidder. The open ascending price auction is arguably the most common form of auction in use today. Participants bid openly against one another, with each subsequent bid required to be higher than the previous bid.

29/3/2018 16:53

KPI's

KPI's (Key performance indicator), A set of quantifiable measures that a company or industry uses to gauge or compare performance in terms of meeting their strategic and operational goals.

29/3/2018 16:50

Setup an inventory location

An inventory location is a complete list of items, for instance, products are recorded in a store to ensure items do not finish so they will be replenished

29/3/2018 07:34

Sentiment feedback

Kademi's sentiment feedback surveys can be added as answer options in a rating scale, for instance, getting feedback from a user that has purchased or redeemed your product, if it's from an e-commerce store to a reward store, This is excellent because you can gain feedback and status reports on what you could improve your business or as a customer experience.

29/3/2018 07:34

Setup an e-commerce store

Kademi's e-commerce store is very similar to the reward store except it uses money instead of incentives or reward points

29/3/2018 07:34

Products and SKU's

This tutorial shows you how to setup an inventory, product variants and linked images to ensure you have a great product store.

29/3/2018 07:32

Reward store

Kademi's reward store rewards allow you to gain free stuff by searching and shopping online, answering surveys, a customer loyalty rewards program is a easy way to promote business.

29/3/2018 07:32

Load product images to product library

Learn how to upload product images to your store.

29/3/2018 07:31

Adding product variant types and SKUs

Once you have your Product store or e-commerce store, you can add variant types to a product, we are using a cell phone for this tutorial, as a cell phone can have different sizes and colours.

29/3/2018 07:30

Recognition

We show you how to create a recognition program consisting of e-learning and sales achievement.

29/3/2018 07:25

Incentives eLearning Feedback & Recognition

On-boarding journey

We show you how to install the 3 applications needed and add a group for the on-boarding journey. The final step to this tutorial is, showing you how to setup a group email and the required setting to create a password for new users.

29/3/2018 07:24

Nurture journey

Nurture journeys are used to capture leads and gain customers with very little effort, using digital marketing, let us show you how it is done!

29/3/2018 07:24

Engagement scoring and escalating qualified leads

Learn how to create an engagement scoring and lead escalation

29/3/2018 07:23

Emails & Marketing User Management Integrations

Hyperlink email

A hyperlink, or simply a link, is a reference to data that the reader can directly follow either by clicking, tapping, or hovering. A hyperlink points to a whole document or to a specific element within a document.

29/3/2018 07:20

Emails & Marketing

Registration form - email password reset

You have a new subscriber, they have registered to your website and you need them to be added to a group so you can give them a new password. Lets show you how to do this.

29/3/2018 07:20

Email forwarding

Learn how to use Kademi's email forwarder to redirect mail to one or more other email addresses.

29/3/2018 07:18

Emails & Marketing Website Management

Sending group emails

In this Tutorial we show you how to send emails, using the groups and users you have created from the previous tutorial.

29/3/2018 07:18

Importing a SCORM module

Importing a SCORM module produced with Articulate into a Kademi online learning course.

29/3/2018 07:15

Create an e-learning program

E-learning is used to ensure your product or service is taught to a new user so that it can be promoted by them.

29/3/2018 07:15

Registration form setup

In this tutorial, Kademi's application (User registration and signup) needs to be installed in order for the registration form to work. Users use it to register to your website.

29/3/2018 06:42

Embedding code

Embed widgets from other services, eg videos from youtube, maps from google maps, etc. For most of these there are built in Kademi components to make life easy, but when there is no special component you can still just drop in a code snippet, referred to as "embedding"

29/3/2018 06:41

Editing Content Developers

Menu item management

Manage your site's menu you need to be using the menu component. This component is usually added to the default theme template, so you need to open that template for editing.

29/3/2018 06:41

Editing theme variables

Learn how to change the universal layout formats, fonts, headings, sizes, colors and styles of your theme.

29/3/2018 06:41

Editing templates

Edit the main templates, e.g - dashboard, login and home etc.. the more applications that are installed on your website, the more templates will appear.

29/3/2018 06:40

Carousel setup

The carousel is a slideshow for cycling through a series of content, It works with a series of images and text. It also includes support for previous/next controls and indicators

29/3/2018 06:40

Importing users and organisations for channel engagement

Create the structure required for a typical channel engagement program. This includes setting up organisation types for sales rep territories and for dealerships, and then importing users for the sales reps and dealer principles. The same program structure applies to retail channels, pharmaceutical, automotive, etc.

29/3/2018 06:28

Xero

Xero is online accounting software for small businesses. Use Xero Integration with Kademi to manage invoicing & purchase orders.

29/3/2018 06:18

eCommerce Integrations

Uploading users to the table uploader

The user's uploader is used to import a datasheet file, the datasheet file is uploaded by using an excel or CSV format. Add users to multiple groups, Kademi can add custom mapping fields if required.

29/3/2018 06:18

Recognition Badges

Recognition badges are core to channels, employee engagement, achievements, and self-reward. A business strategy, They allow companies to focus and measure their goals and initiatives. Badges help staff feel needed in the organization and to know what actions or behaviors the company most values.

29/3/2018 06:17

Feedback & Recognition

Survey

Surveys are a method of gathering information from individuals. Surveys have a variety of purposes, and can be conducted in many ways. Use kademi's k-survey app to create a super easy survey for your viewers

29/3/2018 06:17

Feedback & Recognition

Showing containing visibility

This powerful option allows you to add / remove certain articles to users of a group who can only see certain page content on your website that you publish.

29/3/2018 06:17

Linkedin share link

Use this link to share your information or a link to LinkedIn

29/3/2018 06:16

Integrations

Polls

Polls add elements of fun to viewers who can experience online polls to keep your website visitors interested and engaged, Reward or give discounts to your viewers or members.

29/3/2018 06:16

Feedback & Recognition

Query

Queries can accomplish a few different tasks. Primarily, queries are used to find specific data by filtering specific criteria. Queries can also calculate or summarize data, as well as automate data management tasks. Other queries include parameters, totals, crosstab, make tables, append, update and delete. For example, a parameter query runs variations of a particular query, which prompts a user to insert a field value, and then it uses that value to create the criteria, while totals queries allow users to group and summarize data.

29/3/2018 06:16

User Management

Kchat

Kademi's Kchat is a web service that allows businesses to communicate, or chat, in real time with visitors to their Web site. Kademi's Kchat is commonly used to provide immediate customer support and information to clients and customers using text, pictures, and video's files.

29/3/2018 06:11

User Management Website Management

Importing users groups and organisations

Use all the tools when importing users and groups + understanding what users and groups are used for, we also show you how to make a data sheet so you can personalize your emails and more.

29/3/2018 06:11

Leadman

We illustrate how sales reps who are selling through a channel can view their customer activities on a website in order to support them and assist the rep's background knowledge so they know how to target their channels.

29/3/2018 06:11

Google maps

Use Google maps where required on your website, we show you how to add Google API keys and embed your location code for this application to work perfectly.

29/3/2018 05:56

Integrations

Facebook share link

Use this link to share your information or a link to Facebook

29/3/2018 05:55

Integrations

FullStory integration

FullStory, allows the administrator to see exactly what your customers or users are doing, where they're getting stuck, what they're interested in, products, pages and more.

29/3/2018 05:55

Integrations

Experiments

Learn how to get live statistics from various articles, blogs, style layouts, buttons, text, images which will give you feedback to which variant works best for you and your website to target a specific audience!

29/3/2018 05:55

Emails & Marketing User Management Website Management

Feedback surveys

Kademi's feedback surveys can be added as answer options in a rating scale, for instance, getting feedback from a user that has purchased your product, if it's from an e-commerce store to a reward store, This is excellent because you can gain feedback and status reports on what you could improve your business or as a customer experience

29/3/2018 05:55

Comments

Comments are useful for explaining, illustrating, or criticizing, an observation or remark expressing an opinion or attitude, critical and constructive comments. e.g - e-learning, blogs, rewards, and e-commerce stores etc...

29/3/2018 05:54

User Management Blogs & Forums

Blogs

Learn how to use Kademi's blog application to create and manage articles for your website.

29/3/2018 05:54

Blogs & Forums

Dashboard Alerts

Dashboard alerts appear on a users dashboard so are very visible. They're a great way to get information out to your users without flooding their inbox.

29/3/2018 05:54

Emails & Marketing User Management

Search engine optimization

Add meta tag keywords and descriptions to all of your web pages to make your website more active on the world wide web.

29/3/2018 05:32

Emails & Marketing Website Management

Managing SSL certificates

SSL (Secure Sockets Layer) is the standard security technology for establishing an encrypted link between a web server and a browser. Add security to your website.

29/3/2018 05:32

Website Management

How to purchase a domain name

Create a personalized domain name with Kademi for a first time user.

29/3/2018 05:27

Website Management

Create a contact form with Google ReCaptcha

Use a contact form to allow customers to contact you from your website, and add Google ReCaptcha to prevent spam submissions.

27/3/2018 18:41

Editing Content Integrations

How to delegate a domain

Adding your old domain name to Kademi, we explain in a few simple steps how to delegate your setting into Kademi.

27/3/2018 08:00

Create and design your own website in Kademi

Basic Website Creation Welcome to Kademi, Lets make your experiense very simple and fun!

27/3/2018 05:01