aNinja Templates
aNinja Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.
When replying or forwarding an email, if you select a template, it replaces the old communicated messages with the pre-defined text saved in the template.
Create a Text Template
- On the left sidebar, click on the Automations icon
- Choose Templates
- Go ahead and click on the help (?) icon next to Templates. It will redirect you to a short youtube video to get an overview of the templates.
- Select the Text tab
- Choose Add Text Template
- When typing your text, there’s a counter at the bottom that counts the characters that you’re adding to your text. The SMS industries consider every 160 characters as a segment. If you exceed 160 characters, the segment counter will automatically change to 2. And you will be billed accordingly.
- Add an Unsubscribe link
- Once you’ve saved your Text Template, you can re-use it on a Lead view, in Text Sequences, or in Triggers
- Learn how to avoid your texts being marked as spam.
Create an Email Template
- On the left sidebar, click on the Automations icon
- Choose Templates
- Select the Email tab
- Choose Add Email Template
- Learn about Transactional Email here
- Add an Unsubscribe link
- Once you’ve saved your Email Template, you can re-use it on a Lead view, in Email Sequences, or in Triggers
- Learn how to avoid your emails being marked as spam
Create a Note Template
- On the left sidebar, click on the Automations icon
- Choose Templates
- Select the Note tab
- Choose Add Note Template
- Once you’ve saved your Note Template, you can re-use it on a Lead view to speed-up adding Notes.
Some ideas for Note Templates include meeting minutes!
Have any specific questions on aNinja Templates? Please send an email to our support team at suppot@aninja.com. We will happily assist you!