Introduction

• Access aNinja CRM Mobile app on iOS & Android devices
• aNinja Web Access
• Overview

FAQs

• Adding aNinja Form to Squarespace Website
• Admin user role
• Allow microphone access on browser to make calls via aNinja
• Allow microphone on iOS and Android phones to make calls via aNinja
• aNinja Authentication
• aNinja Call Forwarding
• aNinja Notifications
• aNinja Onboarding Overview
• aNinja Text Forwarding
• aNinja Trigger Events
• Avoid emails being marked as SPAM
• Avoid texts being marked as SPAM
• Basic aNinja terms
• Blocking a lead phone number
• Blocking callers for solicitation
• Bulk email sequences not reaching all leads
• Bulk text sequence not reaching all leads
• Calendly action did not trigger lead creation in aNinja
• Can't find a phone number in the area code you want
• Changing or resetting your aNinja Password
• Changing the role of a user
• Connect your email with aNinja using the Custom IMAP settings
• Connect your Microsoft Office 365 (Hotmail) with aNinja
• Customizing the date format in Custom Fields
• Data Import/Export from Phone or Gmail
• Disabling App passwords for Office365
• Email parsing using Zapier
• Email Signature
• Email-sending limit
• Enabling 2FA or OTP on your aNinja number
• Enabling Auto-recharge for Billing
• Enabling International calls and texting
• Error codes returned by the carrier on SMS or MMS
• Exporting Contacts from Mailchimp
• Failed leads API injection
• Find Your aNinja API Key
• Forbidden Message Categories for SMS
• Forward Lead info through Trigger "Email" Action
• Handle "Incoming STOP texts" through triggers
• Handle "Outgoing SMS with error code" through Triggers
• HubSpot aNinja Integration
• Increase the deliverability of your text messages
• Integrating Hubspot forms with aNinja
• Keeping a clean database
• Know when leads read your emails
• Launch a bulk email or text sequence for a specific group of leads
• Launch a text or email sequence to a bulk import list
• Leads Search
• Leads View v/s the Lead View
• Manage the "Do Not Contact" lists
• Mapping fields for Leads Bulk Import
• Notifications on incorrect lead contact data
• Owner user role
• Partial email account state
• Power Dialing leads
• Problems in receiving or making calls
• Re-launching expired or cancelled text sequence
• Reconnect / Re-authorize your email account with aNinja
• Sanitizing or cleaning the contacts file before import
• Saving bulk import mappings
• Schedule your email
• Schedule your text message
• Segmenting leads in the bulk import using Custom fields
• SMS Encoding GSM-7 and UCS-2
• SPAM risk caller ID
• Stopping an email or text sequence
• Text messages not going out
• Text/SMS Signature
• The Left Sidebar
• Things to consider before Bulk Texting
• Toll-Free numbers verification
• Trigger "Custom field value changed" event
• Understanding SMS Text Segments & Billing
• Updating lead info after creating a sequence
• Updating Templates and Signatures in in-queue messages
• User role
• Voicemails

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Sales CRM

• aNinja Templates
• Bulk texting a smartlist of leads for the first time
• Creating aNinja Triggers
• Creating Text & Email Sequences
• Email account with custom IMAP
• Generating an App password for Office365
• Integrate Clickfunnels with aNinja
• Using aNinja Template Variables
• Using Tasks

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Marketing CRM

• Amazon Seller Central + Webhooks by Zapier aNinja Integration
• aNinja Custom Fields
• aNinja Templates
• Building your aNinja Chatbot Playbook
• Bulk texting a smartlist of leads for the first time
• Creating a Chatbot in your aNinja account
• Creating aNinja Triggers
• Email account with custom IMAP
• Generating an App password for Office365
• IMAP vs POP3
• Trigger "Incoming Call" event
• Using aNinja Template Variables
• Using Tasks
• Webflow Integration using Zapier
• Webflow Webhook Integration
• Wix aNinja Webhook integration

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Chatbot

• Adding aNinja Chatbot to Squarespace Website
• Adding aNinja Chatbot to Wix Website
• Adding aNinja Chatbot to your Godaddy Website
• Adding aNinja Chatbot to your UENI website
• Adding aNinja Chatbot to your Website
• Adding aNinja Chatbot to your WordPress website
• aNinja Centralized Inbox
• Building your aNinja Chatbot Playbook
• Contact aNinja Support
• Creating a Chatbot in your aNinja account
• Find your aNinja Chatbot embed code
• Forward Lead info through Trigger "Email" Action
• Marketing features
• Removing aNinja chatbot from your website
• Trigger Email action after a Delay duration

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Dashboard

• aNinja Centralized Inbox
• aNinja Dashboard
• Creating a Widget for every workflow step
• Dashboard Widgets
• Message Statuses for the Bulk Text Sequences

Reports

• aNinja Activities Logs
• aNinja Reports
• Creating a Widget for every workflow step
• Dashboard Widgets
• Failed leads API injection
• Lead Opportunities
• Message Statuses for the Bulk Text Sequences
• Opportunity Status Report

Tasks

• aNinja Centralized Inbox
• Using Tasks

Triggers

• aNinja Notifications
• aNinja Trigger Actions
• aNinja Trigger Events
• Creating aNinja Triggers
• Customizing the date format in Custom Fields
• Forward Lead info through Trigger "Email" Action
• Handle "Incoming STOP texts" through triggers
• Handle "Outgoing SMS with error code" through Triggers
• Launch a bulk email or text sequence for a specific group of leads
• Trigger "Custom field value changed" event
• Trigger "Duplicate Leads Merge" action
• Trigger "Incoming Call" event
• Trigger Email action after a Delay duration
• Trigger Webhook action - Posting lead details into URL

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Workflows

• aNinja Workflows
• Changing the Lead's Status in the Workflow
• Dashboard Widgets
• Leads Statuses in the Workflow

Settings

• Adding a Voicemail Greeting for aNinja
• Admin user role
• aNinja Activities Logs
• aNinja Call Forwarding
• aNinja Notifications
• aNinja Reports
• aNinja Settings
• aNinja Text Forwarding
• Block identical automated text messages
• Blocking a lead phone number
• Changing or resetting your aNinja Password
• Changing the role of a user
• Configuring your email account
• Connect your Gmail with aNinja
• Create your aNinja account
• Creating Opportunity Statuses
• Creating Teams
• Customizing the date format in Custom Fields
• Data Import/Export from Phone or Gmail
• Duplicate Data Cleanup
• Email Signature
• Enabling 2FA or OTP on your aNinja number
• Enabling Auto-recharge for Billing
• Enabling International calls and texting
• Enabling SendGrid for your Transactional Emails
• HubSpot aNinja Integration
• Manage the "Do Not Contact" lists
• Mapping fields for a successful data import
• Merging leads
• MMS messages
• Organization Info
• Owner user role
• Porting a Phone Number to aNinja
• Sanitizing or cleaning the contacts file before import
• Saving bulk import mappings
• Setting rules in Global Settings
• Text/SMS Signature
• The Left Sidebar
• User Profile
• User role

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Access

• aNinja Authentication
• Changing your aNinja login email
• Connect your Email with aNinja
• Create your aNinja account
• IMAP vs POP3
• The Left Sidebar
• Top Navigation Bar

Templates

• Email templates

  • Adding your calendar to email & text sequences
  • aNinja auto-saving mechanism for Emails and notes
  • Avoid emails being marked as SPAM
  • Customizing the design of email templates
  • Test your email for spam score

• Adding Attachments to Templates
• Adding your calendar to email & text sequences
• aNinja Templates
• Avoid texts being marked as SPAM
• Customizing the design of email templates
• Increase the deliverability of your text messages
• Launch a bulk email or text sequence for a specific group of leads
• Launching a Text sequence to a single lead
• SMS Encoding GSM-7 and UCS-2
• Things to consider before Bulk Texting
• Transactional vs Non-Transactional Emails
• Understanding SMS Text Segments & Billing
• Unsubscribe Link
• Updating lead info after creating a sequence
• Updating Templates and Signatures in in-queue messages
• Using aNinja Template Variables

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Sequences

• Email Sequences

  • Adding your calendar to email & text sequences
  • Avoid emails being marked as SPAM
  • Bulk email sequences not reaching all leads
  • Creating Text & Email Sequences
  • Customizing the design of email templates
  • Email-sending limit
  • Enabling SendGrid for your Transactional Emails
  • Launch a text or email sequence to a bulk import list
  • Launching Email Sequences
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• Text Sequences

  • Adding your calendar to email & text sequences
  • Avoid texts being marked as SPAM
  • Block identical automated text messages
  • Creating Text & Email Sequences
  • Error codes returned by the carrier on SMS or MMS
  • Launch a text or email sequence to a bulk import list
  • Launching a Text sequence to a single lead
  • Launching Email Sequences
  • Launching Text Sequences
  • Re-launching expired or cancelled text sequence
  • Things to consider before Bulk Texting
  • Understanding SMS Text Segments & Billing
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• Bulk text sequence not reaching all leads
• Bulk texting a smartlist of leads for the first time
• Creating Text & Email Sequences
• Customizing the design of email templates
• Enabling SendGrid for your Transactional Emails
• Launch a bulk email or text sequence for a specific group of leads
• Launching a Text sequence to a single lead
• Launching an Email sequence to a single lead
• Launching Bulk Email sequences
• Launching bulk text sequences
• Launching Email Sequences
• Launching Text Sequences
• Message Statuses for the Bulk Text Sequences
• Stopping an email or text sequence
• Updating lead info after creating a sequence
• Updating Templates and Signatures in in-queue messages

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Smartlists

• aNinja Dashboard
• aNinja Smartlist
• aNinja Smartlist multiple queries
• Bulk texting a smartlist of leads for the first time
• Creating a Smartlist from Bulk Import list
• Dashboard Widgets
• Lead's Contacts
• Leads Search
• Leads View v/s the Lead View
• Queries Examples
• Save "Do Not Contact" list as Smartlist
• Searching for leads using custom fields

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Widgets

• aNinja Dashboard
• Creating a Widget for every workflow step
• Dashboard Widgets
• Opportunity Status Report

Integrations

• Adding aNinja Chatbot to Squarespace Website
• Adding aNinja Chatbot to Wix Website
• Adding aNinja Chatbot to your Godaddy Website
• Adding aNinja Chatbot to your UENI website
• Adding aNinja Form to Squarespace Website
• Amazon Seller Central + Webhooks by Zapier aNinja Integration
• aNinja API
• aNinja keys & codes
• aNinja Leads Forms Integration Channels
• Automate.io aNinja Integration
• Calendly action did not trigger lead creation in aNinja
• Calendly API Integration
• Configuring iOS email with Rackspace
• Configuring Microsoft email with Rackspace
• Configuring Mozilla Thunderbird email with Rackspace
• Configuring Outlook email with Rackspace
• Connect your email with aNinja using the Custom IMAP settings
• Connect your Microsoft Office 365 (Hotmail) with aNinja
• Creating aNinja Forms
• Embedding aNinja Form on Godaddy page
• Enabling IMAP in AOL mail
• Enabling IMAP in iCloud mail
• Enabling IMAP in Yahoo mail
• Enabling IMAP in Zoho mail
• Eventbrite Webhooks aNinja Integration
• Failed leads API injection
• Find Your aNinja API Key
• Find your aNinja Chatbot embed code
• Find your aNinja Forms Embed Code
• Find your private BCC email address
• Generating an App password for Office365
• Gmail/Google Workspace email Setup With aNinja
• Godaddy API Form integration
• Google Forms aNinja Webhook integration
• HubSpot aNinja Integration
• IMAP vs POP3
• imatrix aNinja Form Integration
• Importing your iCloud contacts into aNinja
• Integrate Clickfunnels with aNinja
• Integrating "Forminator pro" forms with aNinja using Javascript code
• Integrating Contact Form 7 with aNinja
• Integrating Gravity Forms with aNinja
• Integrating Hubspot forms with aNinja
• Integrating Wild Apricot forms with aNinja
• Javascript API Integration
• Leadsbridge aNinja Integration
• Rackspace email integration
• Remove Calendly app
• Shopify aNinja Integration - example of Fulfillment generating Lead in aNinja
• Squarespace API Integration
• Standalone / Curl Applications Integration
• Syncing emails from outside aNinja to the leads contacts
• Syncing your Godaddy email into aNinja
• Using Bootstrap design for aNinja forms
• VistaPrint aNinja Form Integration
• Webflow Integration using Zapier
• Webflow Webhook Integration
• Wix aNinja Webhook integration
• WordPress Forms aNinja Integration
• WPForms integration with aNinja
• Zapier aNinja Integration
• Zillow aNinja Integration

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Texting

• aNinja Centralized Inbox
• aNinja Notifications
• Avoid texts being marked as SPAM
• Block identical automated text messages
• Bulk text sequence not reaching all leads
• Enabling Auto-recharge for Billing
• Enabling International calls and texting
• Error codes returned by the carrier on SMS or MMS
• Forbidden Message Categories for SMS
• Handle "Outgoing SMS with error code" through Triggers
• Increase the deliverability of your text messages
• Launching a Text sequence to a single lead
• Launching bulk text sequences
• Launching Text Sequences
• Marking a lead as "Do Not Contact"
• Message Statuses for the Bulk Text Sequences
• MMS messages
• Notifications on incorrect lead contact data
• Re-launching expired or cancelled text sequence
• Schedule your text message
• Sending a text (SMS) via aNinja
• SMS Encoding GSM-7 and UCS-2
• Text messages not going out
• Text/SMS Signature
• Things to consider before Bulk Texting
• Toll-Free numbers verification
• Understanding SMS Text Segments & Billing

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Leads

• Lead Activities

  • aNinja Custom Fields
  • Assigning a bulk import list
  • Assigning a lead to a user
  • Creating Opportunity Statuses
  • Deleting Leads
  • Launch a bulk email or text sequence for a specific group of leads
  • Launching a Text sequence to a single lead
  • Launching an Email sequence to a single lead
  • Lead Activities
  • Lead Opportunities
  • Leads View v/s the Lead View
  • Manage the "Do Not Contact" lists
  • Marking a lead as "Do Not Contact"
  • Merging leads
  • Reordering Lead Contacts
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• Lead Interactions

  • Launching a Text sequence to a single lead
  • Lead Interactions
  • Lead Notes
  • Leads View v/s the Lead View
  • Making a Call in aNinja
  • Power Dialing leads
  • Sending a text (SMS) via aNinja
  • Sending emails via aNinja

• Add Leads via Blind Carbon Copy (BCC) in aNinja
• Assigning a bulk import list
• Assigning a lead to a user
• Block identical automated text messages
• Blocking a lead phone number
• Bulk Leads Import using a CSV or Excel file
• Calendly action did not trigger lead creation in aNinja
• Changing the Lead's Status in the Workflow
• Creating a lead manually
• Creating a Smartlist from Bulk Import list
• Creating a Widget for every workflow step
• Creating Leads in aNinja
• Customizing the Leads View
• Deleting Leads
• Exporting Contacts from Mailchimp
• Exporting Leads into a CSV file
• Failed leads API injection
• Forward Lead info through Trigger "Email" Action
• Handle "Incoming STOP texts" through triggers
• History of Interactions and Activities of a lead
• HubSpot aNinja Integration
• Integrating Hubspot forms with aNinja
• Keeping a clean database
• Launching Bulk Email sequences
• Lead Opportunities
• Lead's Contacts
• Leads Search
• Leads Statuses in the Workflow
• Leads view
• Leads View v/s the Lead View
• Manage the "Do Not Contact" lists
• Mapping fields for a successful data import
• Mapping fields for Leads Bulk Import
• Marking a lead as "Do Not Contact"
• Merging leads
• Notifications on incorrect lead contact data
• Power Dialing leads
• Reordering Lead Contacts
• Sanitizing or cleaning the contacts file before import
• Save "Do Not Contact" list as Smartlist
• Saving bulk import mappings
• Segmenting leads in the bulk import using Custom fields
• The Lead View
• Trigger "Duplicate Leads Merge" action
• Updating lead info after creating a sequence
• Updating Templates and Signatures in in-queue messages
• Voicemails

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Emails

• Add Leads via Blind Carbon Copy (BCC) in aNinja
• Adding Attachments to Templates
• aNinja auto-saving mechanism for Emails and notes
• aNinja Centralized Inbox
• aNinja Notifications
• Avoid emails being marked as SPAM
• Bulk email sequences not reaching all leads
• Changing your aNinja login email
• Configuring your email account
• Connect your Email with aNinja
• Connect your email with aNinja using the Custom IMAP settings
• Connect your Gmail with aNinja
• Connect your Microsoft Office 365 (Hotmail) with aNinja
• Customizing the design of email templates
• Duplicate Data Cleanup
• Email account sync statuses
• Email account with custom IMAP
• Email parsing using Zapier
• Email Signature
• Email-sending limit
• Enabling SendGrid for your Transactional Emails
• Find your private BCC email address
• Know when leads read your emails
• Launching Bulk Email sequences
• Marking a lead as "Do Not Contact"
• Notifications on incorrect lead contact data
• Partial email account state
• Reconnect / Re-authorize your email account with aNinja
• Schedule your email
• Sending emails via aNinja
• Syncing emails from outside aNinja to the leads contacts
• Syncing your Godaddy email into aNinja
• Test your email for spam score
• Transactional vs Non-Transactional Emails
• Troubles in sending Bulk Email Sequences
• Unsubscribe Link

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Guides

• Adding your calendar to email & text sequences
• Admin user role
• aNinja Automations
• aNinja Help
• aNinja keys & codes
• aNinja Notifications
• aNinja Trigger Events
• Automate.io aNinja Integration
• Automated Texts time window
• Changing or resetting your aNinja Password
• Changing the role of a user
• Connect your Email with aNinja
• Creating Leads in aNinja
• Creating Opportunity Statuses
• Customizing the design of email templates
• Email account with custom IMAP
• Exporting Contacts from Mailchimp
• Find your aNinja Forms Embed Code
• Forbidden Message Categories for SMS
• IMAP vs POP3
• Launch a bulk email or text sequence for a specific group of leads
• Marketing features
• Owner user role
• Power Dialing leads
• Setting rules in Global Settings
• SMS Encoding GSM-7 and UCS-2
• Syncing emails from outside aNinja to the leads contacts
• System Notifications
• The Lead View
• The Left Sidebar
• Toll-Free numbers verification
• Top Navigation Bar
• User role
• WordPress Forms aNinja Integration

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Mobile App

• Access aNinja CRM Mobile app on iOS & Android devices
• Allow microphone access on browser to make calls via aNinja
• Allow microphone on iOS and Android phones to make calls via aNinja
• Problems in receiving or making calls

Getting Started

• Adding a Voicemail Greeting for aNinja
• Adding Users to aNinja
• aNinja Automations
• aNinja Help
• aNinja keys & codes
• aNinja Leads Forms Integration Channels
• aNinja Notifications
• aNinja Onboarding Overview
• aNinja Templates
• aNinja Web Access
• Assigning a lead to a user
• Automated Texts time window
• Basic aNinja terms
• Changing or resetting your aNinja Password
• Create your aNinja account
• Creating a lead manually
• Creating aNinja Triggers
• Creating Leads in aNinja
• Creating Teams
• Creating Text & Email Sequences
• Customizing the design of email templates
• Dashboard Widgets
• Find Your aNinja API Key
• Find your aNinja Chatbot embed code
• Find your aNinja Forms Embed Code
• Find your private BCC email address
• Getting started tips
• Launching Email Sequences
• Launching Text Sequences
• Lead Activities
• Leads View v/s the Lead View
• Marketing features
• Organization Info
• Overview
• Porting a Phone Number to aNinja
• Power Dialing leads
• Setting rules in Global Settings
• The Lead View
• The Left Sidebar
• Top Navigation Bar
• Transactional vs Non-Transactional Emails
• User Profile

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Email Providers

• Configuring iOS email with Rackspace
• Configuring Microsoft email with Rackspace
• Configuring Mozilla Thunderbird email with Rackspace
• Configuring Outlook email with Rackspace
• Connect your email with aNinja using the Custom IMAP settings
• Connect your Gmail with aNinja
• Connect your Microsoft Office 365 (Hotmail) with aNinja
• Disabling App passwords for Office365
• Email account with custom IMAP
• Enabling IMAP in AOL mail
• Enabling IMAP in iCloud mail
• Enabling IMAP in Yahoo mail
• Enabling IMAP in Zoho mail
• Generating an App password for Office365
• Gmail/Google Workspace email Setup With aNinja
• Rackspace email integration
• Reconnect / Re-authorize your email account with aNinja
• Syncing your Godaddy email into aNinja

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Access Levels

• Admin user role
• Changing the role of a user
• Owner user role
• User role

Forms Integration

• Adding aNinja Form to Squarespace Website
• Amazon Seller Central + Webhooks by Zapier aNinja Integration
• aNinja Leads Forms Integration Channels
• Creating aNinja Forms
• Embedding aNinja Form on Godaddy page
• Eventbrite Webhooks aNinja Integration
• Find your aNinja Forms Embed Code
• Godaddy API Form integration
• Google Forms aNinja Webhook integration
• imatrix aNinja Form Integration
• Integrating "Forminator pro" forms with aNinja using Javascript code
• Integrating Contact Form 7 with aNinja
• Integrating Gravity Forms with aNinja
• Integrating Hubspot forms with aNinja
• Integrating Wild Apricot forms with aNinja
• Javascript API Integration
• Squarespace API Integration
• Standalone / Curl Applications Integration
• Using Bootstrap design for aNinja forms
• VistaPrint aNinja Form Integration
• Webflow Integration using Zapier
• Webflow Webhook Integration
• Wix aNinja Webhook integration
• WordPress Forms aNinja Integration
• WPForms integration with aNinja

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Billing

• Enabling Auto-recharge for Billing
• Understanding SMS Text Segments & Billing