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!

Creating aNinja Triggers

Creating aNinja Triggers allow you to programmatically trigger actions based on specific events and conditions.

https://www.youtube.com/watch?v=FjdgLx1r57s

Creating aNinja Triggers

  • On the left sidebar, click on Automations > Triggers.Creating aNinja Triggers
  • Go ahead and click on the help (?) icon next to Triggers. This will redirect you to a short youtube video to get an overview of the triggers.triggers - help guide
  • Click on Add Trigger.
  • Choose the Trigger Event from the drop-down:
    • Incoming email or SMS
      • Body content matching (e.g. Stop | Unsubscribe)
    • Lead created via API
    • Lead created via Chatbot
    • Workflow step status changes
  • Choose whether to add a Trigger Condition (optional)
    • The condition could be e.g. a custom field = Source = Facebook. This way you narrow your search and target more specifically the leads that match the event of the trigger and this condition.
  • Finally, choose what Trigger Actions you actually want to kick off when that event with those specific conditions takes place.
    • [Do not contact] Add all lead contacts to “do not contact” list.
    • [Do not contact] Remove all lead contacts to “do not contact” list.
    • [Lead Assignment] Assign to User
    • [Lead Assignment] Assign to Users from Team (using Round Robin)
    • [Lead Assignment] Assign to Users from Team (using Weighted Round Robin)
    • [Sequence > Email] Start Email Sequence
    • [Sequence > Text] Start Text Sequence
    • [Sequence > Stop] Stop Sequences and Conversations (emails & texts)
    • [Webhoks] Post Lead Details to URLCreating aNinja Triggers
    • You can add multiple actions to be executed when the event takes place.

Trigger’s Options 

Set the Options to

  • Activate/deactivate the trigger.
  • Indicate the priority of execution (in case there were other triggers in action).
  • Break after Trigger Executes
    • Stops executing any other triggers coming up by priority after this one

  • Don’t forget to Save

Examples of Tiggers

Example 1:

  • On an event that is “Incoming email or SMS
  • Choose to execute an action to “Stop Sequences and Conversations (emails & texts)

So now, the lead that replied to you by text or email will stop receiving the rest of the sequence he is enrolled in.

Example 2:

  • On an event that is Incoming email or SMS
  • Choose to execute a first action to “Add all lead contacts to the “do not contact” list”
  • Choose to execute a second action to “Stop Sequences and Conversations (emails & texts)

So now, the lead that replied to you by text or email with stop or unsubscribe will be moved to the do “not contact list” which means he will not be included in the future sequences. And, he will stop receiving the rest of the sequence he is enrolled in.

Example 3:

  • On an event that is “Lead created via API
  • Choose to execute an action to “Start Email Sequence”
  • ==> Choose which Email Sequence to use (e.g. “Welcome”)
  • ==> Choose which Email Account to use (e.g. “demo@gmail.com”)

So now, when a lead is created via API, he will receive the first step of the “Welcome” sequence, based on the delay you’ve set in the sequence, launched from the demo@gmail.com account.

Example 4:

  • On an event that is “Change in the Workflow step”
  • Choose to execute an action to “add a lead’s contact to the “do not contact” list”
  • ==> When changed to: “Sales / Opp Status / Deal Closing”.

So now, when you change a lead’s workflow step to Sales / Opp Status / Deal Closing, he will be added to the “do not contact” list. 

Example 5:

  • On an event that is “Lead created via Chatbot
  • Choose to execute an action to “Assign to user”
  • ==> Select a user (e.g. John Doe)

So now, when a lead is created into your account through Chatbot, he is automatically assigned to John Doe.