Setting rules in Global Settings

Admin and owner users can set the rules to manage systematically the global settings in aNinja web app and the rules for the rest of the users.

Accessing the Global Settings

On the left sidebar, click on Settings > Global Settings.

What is the global setting for aNinja app?

  • Users can only see leads assigned to them
    • However, admin users can see all the leads
  • New Lead pop-up should require contact email, phone, custom.type
    • If you have no use for all this info, don’t toggle this option, it will crowd your database
    • However, this info augments your lead data so you have wider data that helps you filter your leads and narrow the search for a more precise grouping.
  • Do not add new Leads via API if Lead with similar email already exists (avoids duplicates)
    • It’s up to you to choose whether to allow injecting leads with a similar email that already exists in your CRM or not.
    • However, in case of duplications, you still can clean-up your data.
  • Only send automated texts within acceptable time window
  • Reschedule weekend automated outgoing emails & texts to Monday
  • Enable SendGrid for single or bulk email sequences

Have any specific questions about Setting rules in Global Settings?  Just leave us an email at support@aninja.com. We will happily assist you.

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!

Automated Texts time window

With the automated Texts time window, you can schedule your texts so that they arrive at the most optimal time.

Specifying the time window for sending out text messages

  • Enable the “Only send automated texts within acceptable time window”
  • And set the start / end / timezone accordingly.