Blocking a lead phone number

If you want to stop receiving calls from a lead, you can block their phone number in aNinja.

You can also block callers for solicitation and register your phone number in the National Do Not Call Registry.

In this article, we show you how to block a lead phone number in aNinja.

Blocking a lead phone number in aNinja

The lead phone numbers are located in the lead view, in the contacts section.

Click on the block icon next to the phone number you want to block. Then the block icon turns red.

To unblock a phone number, just click on the block icon to turn it back to black.

If the lead has multiple phone numbers, you might want to block them all.

Accessing the list of blocked phone numbers

In this view, you can:

  • Block and unblock a phone number
  • Filter the view by User
  • See all the phone numbers marked as “Blocked”
  • See the Date they were marked
  • And, the User who marked them

Blocking a phone number

To block a phone number, just type it in the box and click on Block.

Then the number is added to the list of all the blocked phone numbers and the block icon in the lead view turns to red.

Afterward, the lead calls are immediately hung up. You will be notified on the mobile app and in the Inbox.

Unblocking a phone number

To unblock a phone number, locate it in the list and click on the unblock button.

This automatically unblocks the phone number and turns the block icon in the lead view back to black.

Filtering the results

You can filter the results to appear by user if you are a user with Admin access.

Otherwise, the users can only see the phone numbers blocked by them.

Things to consider before Bulk Texting

Bulk texting is an aNinja great tool that you use to nurture your leads and keep them updated with your latest campaigns, and offers, and send them reminders. Here are a few things to consider before bulk texting.

Things to consider before bulk texting

Here are some things you would want to consider/check before sending out your text blast.

  • Phone number to send out the texts

To be able to send texts, you want to have a phone number saved in your aNinja account. Either you buy a new phone number from aNinja or you port your own.

  • Leads phone numbers

If possible, provide a mobile number in the lead’s primary contact to ensure the delivery of your message.

  • Text segmentation

When crafting a text template, you want to count the characters you’re adding to this text. A text is composed of 160 characters which is considered one segment. If your text exceeds 160 characters, it will be delivered to the recipients anyhow, but you will be overcharged for all the extra segments by your phone carrier.

  • Text limit per bulk/per user

According to your Billing plan (only for Advanced and Pro plans), each user can send 2000 SMS per bulk.

If you wish to increase your SMS limit, either:

1- Reach support at support@aninja.com and they will bump it up for you, with a one-time charge of 15$ for every additional 1000 SMS per user.

2- Enable the auto-recharge for Billing, that automatically recharges your add-ons once your plan included add-ons are hit.

3- Or, limit your bulk texts to 2000 SMS per bulk by segmenting the contacts in the CSV file before you import it.

Exporting Contacts from Mailchimp

You can export your contacts from Mailchimp and import them into your aNinja account to augment your lead database.

You can export an entire audience, a segment, or a group.

Configure contact table

  • Click Audience > All contacts
  • Click the Toggle Columns drop-down menu.
  • Uncheck the boxes next to the fields you want to hide or check the boxes next to the fields you want to view.
    Cursor checks box in toggle columns drop-down menu.
  • To reorder columns, click and drag the three dots next to any name field and drag it to your preferred location.
    Cursor clicks three dots next to name field.
  • Click Save.

View or export an audience

To view or export your entire audience, follow these steps.

  • Click Audience > All contacts.
  • If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  • Click Export Audience.
    • You will receive the exported audience by email. You can download the file to your computer.
  • Or from Mailchimp, after the export loads, click Export as CSV to download the file to your computer.

View or export a segment

To view or export a saved segment, follow these steps.

  • Click Audience > All contacts.
  • If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  • Click View Segment, and choose the segment you want to export.
  • Click Export Segment.
    click export segment

    • You will receive the exported segment by email. You can download the file to your computer.
  • Or in Mailchimp, after the export loads, click Export as CSV to download the file to your computer.

View or export tagged contacts

To view or export tagged contacts, follow these steps.

  • Click Audience > All contacts.
  • If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  • Click the Filter by Tags drop-down menu and choose the tag you want to work with.
  • It generates a segment of all the contacts in your audience with that tag applied to them.
  • From the segment view, click the Filtered By Tags drop-down menu to choose more tags. When you’re done, click Export Segment.
    • You will receive the exported segment by email. You can download the file to your computer.
  • Or in Mailchimp, after the export loads, click Export as CSV to download the file to your computer.

View or export a group

  • Click Audience > Audience dashboard.
  • If you have more than one audience, click the Current audience drop-down and choose the one you want to work with.
  • Click the Manage Audience drop-down and choose Manage contacts.
  • Click Groups.
  • Then, hit View Groups to expand the group you want to view.
  • Click the # contacts link to view the individual contacts in each group.
  • Click Export Segment.
    • You will receive the exported segment by email. You can download the file to your computer.
  • Or in Mailchimp, after the export loads, click Export as CSV to download the file to your computer.

Open your export file

Your export may include a ZIP file that contains separate CSV files for each type of contact (subscribed, unsubscribed, non-subscribed, and cleaned). Unarchive the ZIP file to access the CSV files and open each file individually in your preferred spreadsheet application ( Microsoft ExcelGoogle Sheets, or OpenOffice Calc.)

 

Reordering Lead Contacts

The Lead’s contacts are the info you have on a lead, saved in his lead view. A lead might have multiple contacts saved in his lead view. This could be the example of a company and its employees.

The first info saved in the Lead’s contacts is considered the primary contact. And the system automatically selects the primary contact for the outbound emails and texts.

With aNinja, you can change the order of the lead contacts in the way that suits you.

The contact items (email, phone number, URL) inside the contact also can be reordered.

Reordering the lead contacts & items

  • When on the lead view, you can see the lead contacts on the left side.

Reordering Lead ContactsIn this picture, this lead has 2 contacts. Demo (primary contact) and Demo1.

  • Drag Demo1 to the top, and the system will consider it as the primary contact.
  • Also, if there are multiple phone numbers in the contact, you can reorder them to make the primary one for example the mobile number.

Does reordering the lead contacts affect the sequences and triggers

Reordering the lead contact does not affect the previously saved sequences and triggers. As their data was pulled on the day they were created and are waiting in queue till the launching date of the sequences or triggers. So any changes in the lead info after creating a sequence are not reflected in the sequences.

Does reordering the lead contacts affect the “do not contact”

If the primary contact happens to be marked as “do not contact“, the system uses the second contact saved in the lead.

So, if you don’t want your automation to reach a specific lead, make sure to mark ALL his contacts as “do not contact”.

 

Importing your iCloud contacts into aNinja

In this article, we show you how importing your iCloud contacts into aNinja can be done in 3 steps.

1- Pull your contacts from your iClould account

  • Sign in to iCloud.com with your login credentials.
  •  And, select Contacts
  • Then, click the gear icon, then choose Select All to mark all of your contacts for export.

Importing iCloud contacts into aNinja

  •  Lastly, select the gear icon again, and choose ExportvCard to copy your contacts to a .vcf file. (Your contacts will still be available in your iCloud account.)

Choose the Actions menu, then choose Export.

  • As a result, your contacts are copied to a VCF file.

2- Converting the VCF file to CSV

aNinja enables bulk import using a CSV file.

Locate the VCF file in your documents. Select it and click the  Open button. Doing that will automatically load and convert the VCF to a CSV file opened in Excel.

3- Importing the CSV file to your aNinja account

If you don’t wish to import all the extracted contacts to aNinja, select the unwanted contacts and delete them from the CSV file before you import it.

To import the CSV file, go to Settings > Bulk Import.

Where does the imported data appear?

After the integration, 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 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 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.

Need help in importing your iCloud contacts into aNinja? Please leave us an email at support@aninja.com. We will happily assist you!

Lead’s Contacts

The lead’s contact section in the Lead View, shows all the contacts saved under your lead (employees of the same company, relatives, etc…). It’s a good component for filtering based on contact info. The lead’s contacts are email, phone number, and URL.

You can mark a contact as “do not contact“. They will stop receiving your bulk sequences. You can still send them emails / texts from the lead view.

Relocate the contact in the lead’s contacts if you have multiple ones. Drag it to the top. The first one in order will be considered the primary contact.

Lead's contacts

Incorrect email address or phone number

It is important that the lead contact are correct so your outbound emails and texts reach your leads successfully.

Moreover, if you’re intending to use the phone number for texting, save the mobile number as the primary number (first number in the contact). Otherwise, your text will not reach the lead.

However, you will be notified that your outbound was not sent due to the incorrect email address or phone number.

Using the contact info for leads search

Just type the contact info on the top navigation bar, and aNinja will search all your CRM to find the lead(s) related to your search.

The results will show in the Leads View. For future use, go ahead and save the results as Smartlist. You can share your Smartlist with other users too.

Bulk Activities

Now, you can perform the below activities on the results in the Leads View:

The Lead View

aNinja was designed to show you all the lead activities and interactions in one place: the Lead View.

The lead view is divided into 4 sections:

Accessing the lead view

You can access the it from 2 places:

  • On the top navigation bar, type the name of the lead or any info related to the lead (email, phone, URL, or custom fields). aNinja will find them for you. Click on the name. Then the system opens the lead view.
  • From the left sidebar, click on Leads. It will show you the list of all the leads you have in aNinja. Find your lead among them and click on the name. Then, the system opens the lead view.

Creating Leads in aNinja

In aNinja, creating leads can be done in several ways.

A growing database of leads means more potential engagement. So import your leads from different sources and keep them engaged with newsletters and product or service updates.

Creating leads in aNinja

In aNinja, you can create leads in multiple ways:

  1. Manually one at a time.
  2. Importing Leads in Bulk using CSV file.
  3. Third-party Integration using aNinja API (including Chatbot conversations, form submissions, and website integration).
  4. Importing leads from your Phone Contacts.
  5. Importing leads from your Gmail account.
  6. Creating leads using BCC email address.
  7. Generating a lead from incoming SMS.

1- Creating Leads manually

  • First, log in to your aNinja account.
  • Then, on the top right, click on + add lead

2- Importing leads from a CSV file

Another way to add leads to your aNinja account is importing contacts in a CSV or XLSX file directly to your aNinja account.

3- Third-party integration using aNinja API

In simple words, API is a set of functions that allow applications to interact with each other by exchanging data.

Basically, you can forward leads from your different marketplaces into your aNinja app using API.

  • Here, you need your aNinja API key for the integration.
  • After the integration, you start receiving leads in your aNinja account from the different integration channels, including Chatbot conversations, Form submissions, and website integration.

4- Importing contacts from your Gmail account

Importing contacts from your Gmail account is another way to expand your leads database.

5- Importing your Phone contacts

You can also get your phone contacts to your aNinja account.

6- Creating new leads using BCC email

By BCC’ing your private BCC email address, the system automatically creates new leads from the recipients.

After all, you want to get all your leads into one place to target them with your sales and marketing strategies.

7- Generating a lead from incoming SMS

This is a basic function in aNinja that generates a lead from an incoming SMS, if the phone number is not already saved in the system.

However, this practice is not available for incoming emails. So if the sender’s email is not saved in your system, you will not be able to see the email in aNinja. But it still shows in your email client (Gmail, Outlook, etc…).

Search for more help articles in aNinja Knowledge base.

Or reach us at support@aninja.com. Our support team will happily assist you.

Marking a lead as “Do Not Contact”

When you don’t intend to message a certain lead, you can mark them as “Do Not Contact”.

Moreover, through triggers, you can stop emails or texts sequences for this lead separately.

Marking a lead’s contact as “do not contact”

To mark a lead as “do not contact”,

  • Go to the lead View, on the left side, click on the plus sign (+) next to Contacts.

  • Push the Stop next to a contact item to activate the “do not contact”.
    • e.g. If you want to stop sending texts to a certain lead, just click on the stop button next to the phone number(s).
    • If you want to stop sending emails and texts to a certain lead, click on the stop button next to all contact items (emails and phone numbers).

mark lead as "do not contact"

  • Once the “do not contact” button turns red, all automatic messages (emails or texts based on your selection) will be automatically blocked for this lead.
  • You can still however manually contact the lead through email from the lead view.
  • If you’re replying to a lead’s text after being marked as do not contact, it will show you “no contact” in the phone number section.
  • Regarding the leads that were added to the “do not contact” list; they do get included in the bulk sequences but their texts get blocked by aNinja so it doesn’t get actually sent.
    You can check them by clicking on the blocked leads count in ‘Bulk Sequences’ widget.
  • Adding a lead’s contact to the “do not contact” list”, can be automatically executed through Triggers, based on an event that verifies the trigger’s condition.
  • You can manage the contacts saved in the “Do Not Contact List” in Settings > Do Not Contact Lists (view, remove from the do not contact list, and export as CSV).

Using aNinja Template Variables

All Email, text, and note templates are created in aNinja support variables. Using aNinja template variables allows for the automatic replacement of the contact’s name, for example in the outgoing email, text, or note.

In this article, we show you how to use the variables and what are the available variables in aNinja.

What are template variables

  • Variable allows for the automatic replacement of a field, for example, the contact’s name in the outgoing email, text, or note.
  • This allows you to customize an outgoing message so that it says 

Hi John,

instead of just

Hi.

Injecting a variable in a template

  • When you’re editing your email/text/note template, you will see a dropdown called “Variables”.
  • Select a variable from the available ones, and it will automatically inject the appropriate variable into the text of your template.
  • You will notice that variables are represented with 2 curly braces around them, for example:

This variable

{{Contact.name}}

will automatically put in the lead Contact name when it is detected in an outgoing email/template/note.

You can use the dropdown to automatically inject the variable you need at your cursor when editing templates.

Make sure to position the cursor in the template text where you want to inject the variable.

What are the available variables

To see the list of available variables, simply click on the variable dropdown.

Note: User variables refer to the system users – that is your accounts. Whereas Contact related variables have to do with a lead’s contact.

Need help using aNinja template variables? Just leave us an email at support@aninja.com. And we will happily assist you!