Bulk text sequence not reaching all leads

Bull Text Sequence not reaching all leads

When launching a bulk text sequence to your leads, the system uses the contact phone numbers that were created or imported upon the creation of the lead.

It is important to fill in the right info so your bulk sends properly and reaches all the leads.

During the mapping when importing a CSV file, use this aNinja field:

contact_phone1 –> to be mapped to the phone number

Note: Make sure the primary phone number saved to your lead contact is a mobile number. The system can’t identify the landline from the mobile numbers, and the leads will not receive your messages.

 

Launching Bulk Email sequences

Launching bulk email sequences typically refers to the process of sending a large number of emails to a one or a group of recipients all at once, using an automated messaging system.

You can also launch an email sequence to a bulk import list.

The emails are typically pre-written (email templates) and scheduled in sequences in advance. aNinja takes care of sending the messages at the designated time or interval.

Launching bulk email sequences to all leads

Launching bulk email sequence

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

Launching email sequences to a group of leads

  • Choose a saved Smartlist or create a new one.

Launching bulk email sequence

An alert pops up to show the number of leads included in this sequence and that have no email addresses. Click on the number to see those leads.

Checking the status of email sequences

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 stop a sequence for a single lead from the “Active Email Sequence” in their lead view.

 

Adding Users to aNinja

Adding users to aNinja is very easy.  However, the number of users in aNinja is set according to your Billing plan.

The role assigned to a user controls his access to areas and features within the aNinja app. Each user account requires a role. And changing the role of a user can be done at any time.

Adding / inviting users

Users with admin or owner roles can invite other users to join their aNinja installation.

  • Fill in the following info:
    • Email: email address of the user to invite. This will be the login username.
    • First Name: of the user
    • Last Name: of the user
    • Role: Role to assign to the new user (user/admin)
  • After reviewing the data added, just click invite.
  • Lastly, your newly invited team member will receive the login information by email.

Adding users to aNinja

Note: the new user will be on the same billing plan as the current one the owner user is on.

User ID

Each user is granted a private user-id as soon as he is invited to join aNinja, regardless of his role.

Using a Smartlist, you can utilize this user-id to filter leads assigned to a certain user.

You can also assign a bulk import to a user or multiple users using this user-id in the CSV file.

Bulk Leads Import using a CSV or Excel file

You can import your leads in bulk into your aNinja account using a CSV or Excel file.

What’s a CSV file

CSV: a Comma Separated Values file. It’s a plain text file that contains a list of data. These files are often used for exchanging data between different applications. For example, databases and contact managers often support CSV files.

A CSV file has commas in between the values of each column. If there is no comma separating the values of the columns, the CSV file is not valid. And you’ll not be able to import your file to aNinja. So, you want to check the export options that generated this file to make sure the comma is there to have a valid CSV.

Creating a CSV or Excel file for Importing

  • Have your data saved in an Excel or Google sheet file as a dataset* and work on sanitizing it there.
  • Make sure the first row in your spreadsheet is a headers row (a row containing columns names).

Dataset*

  • To make the mapping process easier, name your headers as they appear in aNinja:
    • Standard Fields
      • aNinja standard fields are found under the categories: Lead’s Contacts, Company, and Address.
      • The Contact name is the only required field and it’s essential to complete the import.

    • Custom Fields
      • Prefix your field’s name with “Custom.” so it is saved as a custom field on the lead page.

Bulk Leads Import using a CSV / Excel file

  • You can access the Bulk Import from:
    • + Add Lead on the top right navigation bar

    • Or from Settings > Bulk Import in the left sidebar

  • Hit the Click to select a file

Bulk Leads Import using a CSV file

  • Then, choose the file you created for the upload.
  • If you have previously saved mappings, you can use them here. Click on “Load mapping” dropdown.
  • Otherwise, map the file fields (on the left side) to aNinja fields (on the right side)

All the files that you’ve imported to aNinja are saved in the Previous Bulk Import section. You can download / delete them at any time.

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.

Deleting Leads

Deleting leads removes all associated interactions and activities.

Moreover, when you delete a lead, you can no longer retrieve the deleted lead and the contacts, interactions, and activities associated with them.

Deleting a lead in aNinja

In aNinja, you can delete a lead and remove all associated interactions and activities.

  • Go to lead view
  • Scroll all the way down. In the bottom left, click delete.Deleting Leads
  • And confirm by clicking on Yes, delete it.Deleting Leads

Deleting previous bulk imports files

You might want to delete a bulk import that you’ve previously imported to your aNinja account.

Just remember that this removes all associated interactions and activities.

  • On the left sidebar, click on Settings > Bulk import
  • Locate the file you want to delete.
  • On the right side of the page, next to the file you want to delete, click on the delete imported leads link.

Deleting leads in Bulk

If you want to delete leads in bulk, send your request to support@aninja.com and let us know the context. We can bulk delete on our side if there’s a range.

aNinja Leads Forms Integration Channels

One of aNinja’s key features is its Leads Integration Channels which allow you to connect a variety of apps and tools to aNinja, enabling you to streamline your workflow and boost productivity.

By connecting your apps and tools to aNinja, you can streamline your workflow. Ultimately, the integration ensures that your customer data is up-to-date and consistent across all your platforms.

aNinja Leads Integration Channels

aNinja offers integration options with the following channels; but not limited to them. We are continuously extending our reach to connect with additional channels along the way.

Click on the links below to access the knowledge base articles. You’ll find step-by-step instructions on how to integrate the relevant components.

And before getting started with the integration, please make sure you have your aNinja aNinja API key.

Where does the imported data appear

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

  • Lead’s contacts appears 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
  • Lastly, 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 any help? Please reach us at support@aninja.com and we will happily assist you!