Tag: getting started

aNinja Onboarding Overview

Onboarding is the process that aNinja new users go through to get set up and start using our product. It covers the whole journey with aNinja: from initial sign-up to product activation and first use.

Moreover, Customer Onboarding aims to deliver value to our customers as early as possible – in their first use, if possible.

Additional Support

  • Email us at support@aninja.com for a fast response within 24 hours during business days.
  • Or, search our Help Center for any specific keyword that relates to your questions.
  • Also, call, text, or email your Onboarding Associate.

Professional Onboarding Package

We provide:

  • 1 Hour intro screen share with a dedicated onboarding specialist.
  • 30 Days of white-glove support with an onboarding specialist.

Personalized Guidance for:

  • Bulk Import of your Leads
  • Chatbot Playbook Build Out
  • Email Integration
  • Contact Form Integration
  • Text and Email Sequences/Triggers

Demo Plan:

  1. Email integration 
    1. You should have no trouble syncing if you have an Outlook Account, either business or personal. You may get an unsafe screen. Click “Proceed”.
    2. If you have a Gmail business account, you will need to whitelist the domain first. Here are the instructions: Gmail Whitelist. Then you can connect your Gmail account with aNinja.
    3. If you have an @gmail.com email address, follow the prompts. You may get an unsafe screen. Click “Advanced”. Here are the instructions: Connect Gmail account with aNinja
    4. IMAP configuration: proceed to the common configuration on the email accounts page.  (image below)
  2. Dashboard Widgets: 
    1. System Widgets
    2. Smartlists
  3. Lead View:
    1. Lead Activities (left side)
    2. Workflows (top right)
    3. Lead’s Interactions (right side)
    4. Lead History (middle of the page)
    5. View and add tasks for leads that you want to reach later
    6. Where to update workflow status
    7. Custom Fields
  4. Leads View
    1. View/Column editing
    2. How to launch a Bulk Text 
    3. How to launch a Bulk Email
    4. What power dial is
  5.  Automations
    1. Templates
      1. What are Template Variables 
    2. Creating Text & Email Sequences
    3. Adding Triggers
  6. Bulk Import
    1. Via CSV file
    2. How to save it as Smartlist
  7. Building your Chatbot: 
    1. Adding your aNinja Chatbot to your site: 
      1. GoDaddy
      2. Squarespace
      3. UENI
      4. Wix
      5. WordPress
      6. If you use a different website provider or are not technical, send us your website credentials to support, along with the chatbot code.
  8. Website Contact Form Integration Additional Information
    1. If a PPL Labs website/client, this will be done by the PPL Labs devs upon website launch. 
    2. Otherwise, you can use these help center articles, depending on where your website is built in and what forms are used: 
      1. Custom Javascript
      2. WordPress Gravity Forms
      3. WordPress Contact Form 7
      4. Squarespace
      5. Wix
      6. Webflow
      7. Shopify
      8. Clickfunnels
      9. Hubspot Forms
      10. Calendly
      11. Zillow
  9. aNinja Mobile App:
    1. Go to App Store or Google Play
    2. Search “aNinja Mobile”
    3. Once downloaded, log in

aNinja Onboarding Complete

If you have any questions or need further assistance, the best way to reach aNinja is through our amazing support team: support@aninja.com

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 of 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 which 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 email and text 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!