aNinja Templates

aNinja Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.

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

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

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!