aNinja Smartlist

aNinja Smartlist is a saved query that you can re-use as a list in your Dashboard while navigating through leads. Or you can target in email or text sequences.

Basically, this allows you to easily bulk email / bulk text in sequence. Or simply create Smart Views for the actions required and run through them as your daily to-do list.

If you add new leads to your account and they match the query filtering parameters, they will show up on the Smartlist results.

But, if a bulk sequence is already triggered, it will not add new leads to it. Neither changing lead info after creating a sequence does affect it.

Creating aNinja Smartlist

  • From the top navigation bar, click on SmartList
  • Then on + Smartlist
  • Here, you can view the query examples
    • For example, to search for leads added after July 20, below is the search query:
      lead.created >= “2020-07-01”
  • Search queries can be saved for future use “Save as Smartlist

Smartlists multiple queries

Smartlists can be built with multiple queries. This way, you can narrow your search for specific leads.

Accessing saved Smartlists

  • From the top navigation bar, click on Smartlists.
  • You can see a list of the saved Smartlists.
  • Just click on the one you need and the system brings up the data for you.