Segmenting leads using Custom fields

Segmenting the leads you are importing means separating them into different lists that can be more manageable. One way to do it is using custom fields.

aNinja was designed to allow sending a large number of texts and emails. However, before sending your outbound, you might want to check the daily email sending limits allowed by your email provider. You might also want to check the text sending limits that you registered for in your billing plan with aNinja.

That’s why aNinja recommends you segment your contacts before importing them to avoid any issues.

Segmenting leads before the import

One way to do it is using Custom fields.

Inside your CSV editor / Excel / Google sheets, etc.. and before uploading:

  • Add a column to your bulk import, and name it Custom.batch
  • Fill the cells of this column with e.g. 1 for the first 1000, 2 for the second batch of 1000, etc…

Importing the segmented CSV file

  • Import that CSV to aNinja and map the Custom.batch column to an aNinja Custom.batch field.
  • Now, all the contacts in the CSV file are saved in your aNinja account, with the number of the batch as a custom field.

Identifying the leads by batch number

  • In the top navigation bar, search for e.g. Custom.batch=2
  • You will get the leads that have 2 in the custom field,  shortlisted in the leads view.

Now you can send them Bulk texts sequences, Bulk email sequences, and even powerdial them.

Lastly, save that query as a Smartlist for faster access to it in the future.

Where does the imported data appear?

After the import, 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 contacts 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.

Leads view

The leads view is where you can view all your leads or the result of a search or Smartlist, and perform bulk activities like power dialing, and bulk text/email sequence.

You can perform operations on those results such as Power dialing, launching a Bulk Text Sequence, or a Bulk Email Sequence.

Accessing the Leads View

  • On the left sidebar, click on Leads icon. You can browse through all your leads here.Leads view

Operations on the leads

The operations that you can perform for all your leads or a group of leads are:

Lead’s Contacts

The lead’s contact section in the Lead View, shows all the contacts saved under your lead (employees of the same company, relatives, etc…). It’s a good component for filtering based on contact info. The lead’s contacts are email, phone number, and URL.

You can mark a contact as “do not contact” and he will stop receiving your bulk sequences. You can still send him emails / texts from the lead view.

Relocate the contacts in the lead’s contacts if you have multiple ones. The first one will be considered the primary contact.

Lead's contacts

What if the email address or phone number were incorrect?

It is important that the lead contact are correct so your outbound emails and texts reach your leads.

You will be notified that your outbound was not sent due to the incorrect email address or phone number.

Searching for a lead using the contact info

Just type your contact info in the top navigation bar and aNinja will search all your CRM to find the lead(s) related to your search.

The results will show in the Leads View. Go ahead and save your search as Smartlist. You can share your Smartlist with other users too.

Bulk Activities

After filtering your leads based on contacts, the results will show in the Leads View. Now, you can perform the below activities on the results:

Launching a bulk email sequence

Launching a bulk email sequence is sending a series of emails automatically to all your leads, or a part of them that you pull out using a Smartlist. You can also send an email sequence to a bulk import list. An email sequence is an efficient way to automate a time-consuming process. And it can be set up to be triggered or sent at certain times.

Launching email sequence to all leads

Launching bulk email sequence

  • You’ve just started an email sequence for all your leads.

Launching email sequence to a group of leads

  • Choose a saved Smartlist or create a new one.

Launching bulk email sequence

Checking the status of an email sequence

After launching your email sequence, you can check for its status in the Dashboard Widget “Bulk Sequences”.

Stopping an email sequence

From the Dashboard Widget “Bulk Sequences” you can also stop the email sequence if the sequence delay setup is of 1 or more days. You can also stop it from the “Active Email Sequence” in the lead view.