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.

Creating an Email Template

• On the left sidebar, click on the Automations > Email Templates

• Go ahead and click on the help (?) icon next to Email Templates in the header. It redirects you to a short youtube video to get an overview of the templates.

Adding an Email Template

• Click on +Add Email Template

• Start by giving your template a name that’s relevant to the content and usecase.
• Type the content of your email. You can include variables from the variables dropdown.
• Learn about Transactional Email here. 
• We recommend you add an Unsubscribe link 

Creating a Text Template

• On the left sidebar, click on the Automations > Text Templates

• Go ahead and click on the help (?) icon next to Text Templates in the header. It redirects you to a short youtube video to get an overview of the templates.

Filtering Text templates

• You can also filter your text templates by typing your search in the search bar. e.g.

Adding a Text template

• Choose + Add Text Template

• Start by giving the template a name that’s relevant to the content and usecase.
• When typing your text, you can include variables from the variables dropdown.
• There’s a characters counter at the bottom of the text area, that counts the characters that you’re adding to your text.
• 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.
• Moreover, if the size of your text overpasses 3 segments, or if the text content requires a specific encoding method, an alert will pop up to notify you. You can then automatically convert your text and remove special or hidden characters and reduce the size:

Adding/removing attachments to/from text template

• Attachments convert your SMS to MMS.
• To add an attachment to your text template, just click on “Choose file”. 
  • Supported attachments:
    • Types: jpeg, png and gif
    • Size: less than 600KB

• You can always remove the attachment by clicking on “Remove attachment”

Converting UCS-2 texts to GSM-7

GSM-7 is an encoding method widely used that allows for the transmission of text messages in a compact form through mobile phones. However, if the text contains special characters that are not supported by GSM-7, it’ll require UCS-2 encoding method which allows the transmission of less characters in one segment and is more costly.

To check the content of your text, keep an eye on encoding GSM-7. If it turns to UCS-7, an alert will appear explaining about the encoding methods and their implications.

Click on “click here” to convert the text content back to GSM-7. This feature removes any special characters and enables GSM-7 encoding.

Editing Text Templates

• Click on the edit pencil to go to the edit view

• Add your changes and click on Update

Updating in-queue texts

After updating your template, you have the ability to update the in-queue texts if this template is used in launched text sequences.

You can also see the number of in-queue texts using this template.

In case there are no texts in queue using this template, the update in-queue button is disabled.

We recommend you add an Unsubscribe link to allow the recipients to opt-out.

Once you’ve saved your Text Template, you can re-use it:

• to send a text to a single lead in the Lead view, or
• in Text Sequences

Discover effective strategies to avoid your texts being marked as spam.

Note!

Make sure to include a content in your text template before saving it. Otherwise, when attaching it to a text sequence, it fails to launch it.

Creating a Note Template

• On the left sidebar, click on the Automations > Note Templates

• You can also filter your Note templates by typing your search in the search bar. e.g.

• Click on + Add Note Template

• Type the content of your template and save it.
• Once you’ve saved your Note Template, you can re-use it on a Lead view to speed-up adding Notes.
• aNinja automatically auto-saves your work every few seconds to prevent loss in case your computer or laptop experiences any unexpected shutdowns.

Minutes of meeting is a good example of note templates.

Have any specific questions on aNinja Templates? Please send an email to our support team at suppot@aninja.com. We will happily assist you!