Basic aNinja terms

Here’s a simple explanation of the basic terms and keywords that we use in aNinja. After all, we want you to get the correct meaning of the words we use.

Know what aNinja terms stand for

All around aNinja, and in the knowledge base articles you encounter keywords. And it’s very important for you to know what they stand for. We divided these keywords into 4 sections:

Features
  • Automations: These are Templates, Sequences, and Triggers.  You automate them to be launched automatically at a certain event without your intervention.
  • aNinja Forms: These are the contact forms that you create on aNinja. When you embed them on your website, they collect leads. And automatically the system injects them into your account.
  • Dashboard: It is a set of widgets that give you a quick overview and deep view into your aNinja system.
  • Widget: It’s a graphical display. Precisely, it brings you the report on the workflow of your latest activities and interactions that you make in aNinja.
  • Chatbot: It’s a computer program that can be embedded on your website. It simulates human conversation through text chat. Therefore, aNinja Chatbot answers your website visitors’ simple questions. Moreover, you can customize the questions in the Chatbot Playbook.
  • Chatbot Playbook: It determines how the chatbot answers the user’s questions. More precisely, it’s an automated message workflow that runs on simple logic in order to help the users get the answers they need.
The Lead related
  • Custom Fields: These are info that you can add to the lead. Therefore, it augments the lead data (creation time, payment plan, phone number, platform, tenant code, and much more…).
  • Lead activities: These are basically the activities that you perform on a certain lead:
    • Tasks, Assigning lead, Opportunities, Custom Fields, Email and Texts sequences, Merging, and Deleting.
  • Lead interactions: These are the interactions that you perform on a certain lead:
    • Emails, Texts, Calls, and Notes.
  • Lead View: It is where you can see all activities and interactions that you made with a lead.
  • Leads View: It’s where you can see all the leads you have in your account. Or the result of a Smartlist or a search typed in the top navigation bar.
  • Workflow: It consists of a series of sequential steps that allows you to monitor the lead/customer’s progress in the pipeline.
System search
  • Smartlist: or Smart View. Simply, it is a list of leads that the system pulls from your CRM following criteria specified in a query.
  • Query: It’s the essential component for building a Smartlist. Precisely, it’s a specific request for lead retrieval among your CRM.
aNinja Keys & codes

Have any specific questions about the aNinja terms? Please leave us an email at support@aninja.com. We’re more than happy to offer you clarifications.

Creating aNinja Forms

For integrating forms data into aNinja, you can:

  1. Use aNinja forms: These are created inside aNinja. You simply drop the Javascript code on your site and they render and automatically push the lead data into aNinja.
  2. Use your existing forms (in this case we can adapt some Javascript code to push the lead into aNinja on form submission).
  3. If your site is a WordPress or similar, we also have plugins for those cases (Gravity forms, Contact Form 7, Hubspot Form).

In aNinja, you can create your forms and customize the content. When you embed those forms on your website, a lead is automatically injected into your aNinja account with every form submission.

Creating aNinja Forms

  • On the left sidebar, go to Marketing > Forms
  • Click on Add Form
  • Label your form and select its status (draft, live, or archived)
  • You can either select the Contact Us template or just drag fields from the list to create your own form.aNinja Forms
  • You can add a “hidden input” that does not appear to the users when they fill-up the form on your website.
    • A hidden input has a name and a value.
      If you’re intending to use multiple forms on your website, to each form you can assign a different name and value for the hidden input. Then you map it to aNinja’s Custom field. So every form submission creates a lead that has this input and its value among his custom fields.
  • Insert a “Button” of type “Submit” at the bottom of your contact form for the form submission.

  • Lastly, click Save.
  • You can preview with Standalone link (optional)

Embed the form on your website

  • Go to Marketing > Forms
  • Copy the embed form code, to be able to embed the code snippet on your website.
  • We’ve added a data attribute inside this code that allows you to manage the Bootstrap design in the form. Set it to True or False to either skip or include the Bootstrap design in the form.
    • If it is set to True, then it skips aNinja’s design and uses the Bootstrap used in your website.
    • If set to False, then it uses aNinja’s Bootstrap design for the form.

Fields to include in the form

It’s very important to add the “Input names” in the form fields, which basically are:

  • Name: that’s a required field and it will be mapped to the aNinja field: contact_name
  • Phone: to be mapped to the aNinja field contact_phone1
  • Email: to be mapped to the aNinja field contact_email1
  • If in your form you’ve added other fields (e.g. Source), these are considered Custom Fields. When mapping them to the aNinja fields, just add this prefix Custom_ (Custom + Underscore). (e.g. Custom_Source).

Where does the imported data appear?

After the form submission, a lead is automatically injected into your aNinja account.

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 included in your form.

  • Lead’s contacts appear in the lead 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.