aNinja Automations

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aNinja Automations allow you to automatically follow-up with leads, engage them, close them, and much more. You want to create the templates, to use them in the sequences, to be launched when a condition is triggered on a special event.

https://www.youtube.com/watch?v=_Ea7-Fyxmho

Overview

  • On the left sidebar, click on the Automations icon.
    • Go ahead and click on the help (?) icon next to Automations. It will redirect you to a short youtube video to get an overview of the automations features.

  • Here, you see the building blocks that allow aNinja Automations to work:
  • Templates:
    • Here, you create and manage email, note, and text templates. You create your templates once. So you can use them later on.
  • Sequences
    • In this feature, you create and manage email and text sequences. You prepare the sequences using the templates you have created.
  • Triggers
    • With triggers, you schedule your templates and sequences. The system sends them when the set event, time, and date are due.

aNinja Automations

 

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