aNinja Automations are tools used to automate certain tasks and processes within your account. This includes automating tasks such as lead capture, lead scoring, lead nurturing, email campaigns, and more.
They help you to automatically follow up with leads, engage them, close them, and much more.
For example, an automation can be set up to automatically send a welcome email to new leads or customers, or trigger follow-up emails based on specific actions taken by the lead or customer.
Start by creating templates, use them in your sequences, to be launched when a condition is triggered on a special event.
- On the left sidebar, click on the Automations icon.
Go ahead and click on the help (?) icon next to Automations in the header. It redirects you to a short youtube video to get an overview of automations.
- Here, you see the building blocks that allow aNinja Automations to work:
- Here, you create and manage email, note, and text templates. You create your templates once. So you can use them later on.
- In this feature, you create and manage email and text sequences. You prepare sequences using the templates you have created.