Mapping leads’ data to aNinja fields

aNinja offers different ways to create leads in your account. Importing leads in a CSV file is one of them. Before the import, you want to sanitize the contacts file to ensure a proper mapping. The correct mapping of leads’ data to aNinja fields saves your data in the right place which makes searching for it easy.

Mapping leads data to aNinja fields

  • For the bulk import, go to Settings > Bulk Import
  • Select the contact’s file.
  • The contact name is a required field
    • You can either map it to one field or join 2 fields in case the first name and last name are saved in 2 columns in your CSV file.
  • It’s important to map the data in your contacts file with the right aNinja fields to be able to find them in the right place in the lead view.

You can map all the data you have to all the lead fields in aNinja. You can even create custom fields if they’re not already there.

  • Contact_name:  is a required field and it’s essential to complete the import.
  • Primary contact’s email: contact_email1. You can also add a second email (contact_email2).
  • Primary contact’s phone: contact_phone1.You can also add a second phone number (contact_phone2).
    • Here we recommend choosing the mobile number to be the primary contact phone.
  • For the custom fields, you can create them immediately when doing the mapping if they were not listed among the fields.

Mapping leads data to aNinja fields

 

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.

Have any specific questions on the best ways to import your data?Please contact our Support team at support@aninja.com.

Sanitizing or cleaning the contacts file before import

Saving the right data in aNinja allows for easy searching, powerful Smartlists, and the ability to automate your emails and texts. Here are the essential steps to take and the common mistakes to avoid when importing your Leads into aNinja.

Sanitizing or cleaning the contacts file before import

To successfully import your contacts file, you want to remove unnecessary fields and characters.

  • Have your data saved in an Excel or Google sheet file and work on sanitizing it there.
  • Remove unnecessary columns. You don’t want to bloat your CRM with data that you’re not going to use.
  • Remove duplications. You don’t want to be sending the same email or text sequence to the same leads. That would be annoying for the leads and extra charges for you.
  • Trim spaces.
  • Remove weird and unnecessary characters to avoid receiving errors in importing.
  • Remove hyperlinks from the email or the URL addresses. Save them as text.
  • Convert the phone numbers to Numbers.
  • Make the contact name in the first column of your sheet.
  • Delete the empty columns and raws. They might contain hidden data.
  • Rename your file headers according to aNinja fields. This helps you choose the correspondent aNinja field to map.
    • For the custom field values, simply prefix them with “custom.” in the header.
      e.g. put custom.location for importing a column with the location.
  • Lastly, save your file as CSV or Excel as aNinja supports these 2 formats.
    • 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.

Now your file is clean and ready to import to aNinja.

Have any specific questions about sanitizing or cleaning the contacts file before import? Feel free to leave us an email at support@aninja.com. We will happily assist you.

Leads Search

Searching is one of the most common actions performed in regular business applications. aNinja searches among all your CRM records – Name, contact, email, phone, and any other custom field.

How to find a lead in aNinja?

Searching for a specific lead

Simply type your search in the top navigation bar here (name/contact/email/phone):

Searching for leads falling under a certain criteria

Filtering your leads into any wished criteria, allows you to group them under this criteria, and target them with your specific campaigns call to action.

  • Create the criteria in the status of the lead(s) in the workflows.
  • Call a Smartlist with this criteria when it’s time to launch the campaign.

Categorizing your Leads before importing them

Search for leads using custom fields

You can also search for leads using custom fields.

Bulk Activities

The results of your search will show in the Leads View. You can  save your search as smartlist for future use. You can also share it with other users.

After filtering your leads, you can start your activities:

More articles on Leads management

aNinja Custom Fields

aNinja Custom Fields allows you to add extra information to your lead’s contact. They can be created manually, or dynamically created via API-injected leads.

What is a Custom Field?

Capture your unique business data by storing it in Custom fields. Basically, aNinja Custom fields allow you to augment your lead data with additional custom fields of different types.

Moreover, custom fields are searchable within the system and can be used to build smartlists and search for leads.

Types of Custom Fields:

Text – For text input
Link – For fields with any link/URL
Date – Date in YYYY-MM-DD format
Dropdown – Fields with multiple options dropdown

Steps to manually add a custom field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Here, click on Add Custom Field
  • Label the Custom Field and select the field under Type
  • And Hit Save

Editing a Custom Field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Click the edit pen next to the field name
  • Make the changes and hit Save

Deleting a Custom Field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Click the edit pen next to the field name
  • Click the recycle bin icon
  • And hit OK to delete

Adding a custom field in the contacts file

When you’re preparing the contacts file and before you import it to your aNinja account; save any additional information that you have on the leads as custom fields. Like “created date”, “source”, “platform”… Then map them to the aNinja custom fields.

aNinja Integration

aNinja integration is a way to integrate other websites and systems into your aNinja account.

To make it easy for you, aNinja provides several options to integrate and inject leads into your aNinja account.

aNinja Integration

WordPress Sites Integration

You can integrate and augment the functionality of popular platforms with aNinja, including Shopify, Squarespace, WordPress, and Wix.

Where does the imported data appear?

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

  • Lead’s contact 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 afield 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 help in your aNinja integrations? Leave us an email at support@aninja.com. We will happily assist you!

Launch a bulk email or text sequence for a specific group of leads

Create a custom field that specifies a group of leads, call a Smartlist with this custom field and Launch a bulk email or text sequence for a specific group of leads.

In aNinja, you can group leads to target those specific groups with a specific campaign.

Use the custom fields feature to pick the right leads delegated for a special campaign. The custom field could be a location, creation time, source, or any identification you want to add to a lead.

Whether you choose to reach out to your leads by email or by text, you can send them in Sequence.

You can also choose the aNinja triggers feature to launch an email or text sequence on a specific event.

Launching a bulk email or text sequence for a specific group of leads

1- Create a new custom field
2- Add the custom field in the lead view
  • When on the Lead View, under Custom Fields click “New Custom Field
  • Select the custom field and update the tag/value.
3- Launch the sequence
  • In the top navigation bar, type your custom field name
    Example: Custom.Group=”email1″. This pulls out all the leads having this custom field in their lead view.
  • Select the Buk Email Sequence or Bulk Text Sequence from the top right of the page, and hit Launch Bulk Sequence to Launching a bulk email or text sequence for the specific group of leads.Launch a bulk email or text sequence for a specific group of leads