Getting started tips

In this article, we bring you tips that will help you getting started with aNinja quickly and efficiently.

Getting started tips

We recommend you follow this sequence of steps to make your use of aNinja easier and more efficient. Click on the links for the detailed articles.

We also recommend you check the aNinja Onboarding article to get an overview on the aNinja features.

Connect your email and phone number
Additional Apps
  • If you want to use Zendesk for your ticketing
    • On the left sidebar, click on Settings > Apps
    • Install Zendesk in your aNinja account
  • If you want to use Calendly as your Calendar
Add and manage Users & Teams
aNinja Keys
Settings
  • Set your rules in Global settings
    • On the left sidebar, click on Settings > Global Settings.
    • Choose what works better for you from these settings
    • Here, you can directly enable SendGrid that allows you to send a large number of email sequences with no limitations.
Leads
Create your automations
  • Create Templates (email / text / note templates)
    • On the left sidebar, click on Automation > Templates
    • Templates are samples of emails and texts that you send to leads without re-typing the content every time.
  • Create Sequences
    • On the left sidebar, click on Automation > Sequences
    • Now that you’ve created your templates, you can use them to launch email sequences and text sequences to your leads. So Sequences allow you to use the email and text templates you’ve created, and send them to leads, in sequence, in a different interval of time.
  • Create Triggers
    • On the left sidebar, click on Automation > Triggers
    • After you’ve created the templates and sequences, you can set your triggers. Triggers are emails and texts templates delegated to be sent to the leads based on an event or condition.
  • Add an unsubscribe link to your outbounds for security.
  • Create a transactional email
Manage your Marketing Features

Search for more help articles in the aNinja Knowledge base

Have any specific questions about the getting started tips? Leave us an email at support@aninja.com. Our support team is more than happy to assist you!

Access aNinja CRM Mobile app on iOS & Android devices

You can Access aNinja CRM Mobile app on iOS & Android devices or by downloading the mobile app to your iOS or Android device.

Ensure access to your CRM anywhere and anytime with the aNinja Mobile app.

Leads can come in at any moment. So make sure you’re keeping up on your mobile phone when you can’t be in front of your computer.  Available on both iOS and Android devices.

Accessing aNinja Mobile app & In-App Purchases

Once you’ve signed up to aNinja from the web (https://signup.aninja.com), immediately, you will have credentials sent to you (email/password).

So, you can use them to securely log into your aNinja web or mobile app.

For security reasons, we recommend you change the given password.

There is presently no direct registration to aNinja through the mobile app.

aNinja on iOS

To access aNinja using your iPhone, simply point your web browser to:

https://apps.apple.com/us/app/aninja-mobile/id1457990850

The aNinja app requires iOS version 11.0 or later.

 

aNinja on Android

To connect your Android mobile phone, simply point your web browser to:

https://play.google.com/store/apps/details?id=com.aninja&hl=en&gl=US

It requires Android 4.4 or later.

Need help to access aNinja CRM Mobile app on iOS & Android devices? Reach us at support@aninja.com. Certainly, we will happily assist you!

Data Import/Export from Phone or Gmail

In this article, we show you how the Data Import/Export from Phone or Gmail can be done.

aNinja allows you to inject your phone and Gmail contacts into your aNinja account to create more leads and expand your database.

Exporting phone contacts 

  • Open the Contacts app.
  • And tap the three-line menu icon in the top left corner.
  • Then choose Settings.
  • Hit Export under Manage Contacts.
  • And select every account to ensure you export every contact on your phone.
  • Lastly, tap Export to VCF file.

Importing phone contacts into aNinja

  • Send us the VCF file. We will handle importing your contacts from our side.

Exporting Gmail contacts

Here are the simple steps you can follow to export your Gmail contact and import them into aNinja:

  1. Log into the Gmail account you want to export from.
  2. Point your Browser URL to: https://contacts.google.com
  3. In the left sidebar click on “More” (to expand it).
  4. Click Export.
  5. Select a group of contacts or all.
  6. Select the “Outlook CSV” format.
  7. Click Export.

Importing Gmail contacts into aNinja

  • Send us the CSV file. We will handle importing and deduping from our side! 

Note: these are the guidelines, they can change from Android/iOS phone device version to the other.

Where does the imported data appear?

After the integration, you can search your aNinja CRM for the imported leads. You can also search for any custom field, opportunities, and any other info that you have imported.

  • Lead’s contact appear in the leads contact section in the lead view
  • Opportunities also appear in the opportunity section in the lead view
  • The company’s info appears on the top left of the lead view, in the Company section.
  • Custom fields appear in the custom field section of the lead view
  • Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.

Need help with the data Import/Export from Phone or Gmail? Leave us an email at support@aninja.com. We will happily assist you!