Tag: lead contacts

Integrating Wild Apricot forms with aNinja

Integrating Wild Apricot forms with aNinja involves capturing lead data from the Wild Apricot form immediately after form submission and forwarding it to aNinja.

This can be done using Webhooks, which are automated messages sent from one application to another.

Here is a step-by-step guide to integrating Wild Apricot forms with aNinja using Webhooks:

Set up a Webhook in Wild Apricot

This involves creating a custom Webhook that sends the lead data to the custom endpoint URL in aNinja.

To add a webhook to your Wild Apricot account, follow these steps:

  • First, log in to your Wild Apricot account
  • On the left sidebar, click the Settings menu
  • And, select the Webhooks option (under Integration).
    • If you can’t see Integration under Settings, check under Apps.

  • On the Webhooks screen, click Add webhook.

  • After that, on the screen that appears, enter a title for your webhook, and paste the following URL.
  • TODO ADD URL

Authorization settings

Within the Authorization settings, click on “None”. No authorization credentials will be included in the call request.

Notification type(s)

Within the Notification type(s) section, choose the kinds of changes that will trigger notifications to be sent to the external service.

The table below lists the changes that will trigger notifications for each notification type.

Type
Triggers
Contact
  • Any change to any tab of the contact details for any contact
  • Any change to common field settings
Event Any change to event settings except:

  • Changes to registration form and types
  • Changes to event email settings or templates
Event registration Any change to event registration details for any registrant, including:

  • New registration
  • Canceled registration
  • RSVP response
Invoice Any change to any invoice, including:

  • New invoice
  • Modified invoice
  • Deleted invoice
  • Voided invoice
Logged email
  • An email is added to the email log
Membership
  • Any change to the membership settings for any member
  • Any change to membership field settings
  • Changes to membership level settings will not trigger notification
Membership level
  • Any change to settings for an existing membership level
  • New level created
  • Existing level deleted
Membership renewal
  • Existing membership renewed
Payment Any change to any payment, including:

  • New payment
  • Adjusted payment
  • Canceled payment
Refund Any change to any refund, including:

  • New refund
  • Adjusted refund
  • Canceled refund

 

Test the webhook
  • To test your webhook, click the Test webhook button within the Test your webhook section.
  • Once the test is complete, the test call status will be displayed. You can then click the View details link to view the test call request and response.
  • Once you are ready to enable your webhook, click the Allow webhook toggle so that it appears blue.

  • Lastly, click the Save button to save your changes and enable your webhook.

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 as well.
  • 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 integrating Wild Apricot forms with aNinja? Leave us an email at support@aninja.com. And, we will happily assist you!

Godaddy API Form integration

With the simple Javascript code, you can forward your web form leads into your aNinja account. In this article, we show you how the Godaddy API Form integration can be done.

Godaddy API Form integration

The following example is specific to GodDaddy websites.

  • First, log in to your GoDaddy account
  • Then, go to the Product page.
  • Scroll down to Websites + Marketing
  • And, select Manage next to your website to open your site.
  • Select Edit Website or Edit Site to open your website builder.
  • Then, select the form page.
  • Here, you want to search for the HTML section and select Add.
  • Click Embed custom code on the page.

User-added image

  • Click inside the new section to open up the HTML editor.

User-added image

  • Here, in the “Custom Code” box, paste the Javascript code in the following example.
    • You want to replace the fields names used in the example with your form fields names.
    • Also, check the fields mapping table section to map your form fields to aNinja’s.

Example:

<script src = “https://ajax.googleapis.com/ajax/libs/jquery/3.2.1/jquery.min.js”></script>
<script>
$(document).ready(function () {

window.parent.submitted = false;
$(window.parent.document).on(‘submit’, ‘[data-aid=”CONTACT_FORM_CONTAINER_REND“] form’, function (e) {
// Avoid mutliple submissions during 5 seconds period to avoid duplicates
if (window.parent.submitted) {
return;
}
window.parent.submitted = true;
setTimeout(() => {
window.parent.submitted = false;
}, ‘5000’);

let contact_name = ”;
if ($(‘input[data-aid=”CONTACT_FORM_NAME“]’, window.parent.document)) {
contact_name = $(‘input[data-aid=”CONTACT_FORM_NAME“]’, window.parent.document).val();
}
let contact_email1 = ”;
if ($(‘input[data-aid=”CONTACT_FORM_EMAIL“]’, window.parent.document)) {
contact_email1 = $(‘input[data-aid=”CONTACT_FORM_EMAIL“]’, window.parent.document).val();
}
let contact_phone1 = ”;
if ($(‘input[data-aid=”CONTACT_FORM_PHONE“]’, window.parent.document)) {
contact_phone1 = $(‘input[data-aid=”CONTACT_FORM_PHONE“]’, window.parent.document).val();
}
let address_street1 = ”;
if ($(‘input[data-aid=”Address (Street, City, Zip Code)”]’, window.parent.document)) {
address_street1 = $(‘input[data-aid=”Address (Street, City, Zip Code)”]’, window.parent.document).val();
}
let custom_message = ”;
if ($(‘textarea[data-aid=”CONTACT_FORM_MESSAGE“]’, window.parent.document)) {
custom_message = $(‘textarea[data-aid=”CONTACT_FORM_MESSAGE“]’, window.parent.document).val();
}

// Ajax call
$.ajax({
type: ‘POST’,
url: “https://aninja.com/api/v1/contactform/?apikey=<YOUR_APIKEY>“,
data: $.param({contact_name : contact_name}) + “&”+ $.param({contact_email1 : contact_email1}) + “&”+ $.param({contact_phone1 : contact_phone1}) + “&”+ $.param({address_street1 : address_street1})+ “&”+ $.param({custom_message : custom_message}),
success: function (data) {
alert(‘success’);
}
});
});
});
</script>

Fields mapping Table

The following are standard fields you can map to, in addition to any custom fields created in your application that you can see under Settings > Custom fields.

For the Custom fields:

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 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.

Need help with Godaddy API Form integration? Leave us an email at support@aninja.com. And we will happily assist you.

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 a few 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 delivery of your message.

  • Text segmentation

When preparing 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 extra segments by your phone carrier.

SMS and MMS are encoded by the carriers in different formats to represent the characters and special characters used in the message.

The default encoding method is GSM-7, which consumes fewer segments, making it more cost-effective.

However, if the text content includes special characters like emojis or backticks, a different encoding method called UCS-2 is used; it consumes more segments, approximately double the amount of GSM-7.

  • 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- Or, enable the auto-recharge for Billing, that automatically recharges your add-ons once your plan included add-ons are hit.

Otherwise, 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 Excel, Google 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!

Power Dialing leads

Power dialing leads is a very useful feature for salespersons. When they want to call all or a group of leads sequentially. The system automatically brings the phone number of the next lead in line.

Power Dialing

The Power Dial feature is used to call a group of leads automatically, one after the other, without the worry of going to each profile and hit the dial manually.

Note! Before you start power dial session, you want to clean duplicate leads in your calling list. Otherwise, you will end up calling the same lead multiple times. Which is not really pleasant for the leads and it adds additional charges to your phone bill.

To start power dialing leads,

  • Type your search in the top navigation bar
    • e.g. lead.created >= “2023-04-20”
  • Or, select a Smartlist
In the Leads View
  • On the top right of the leads view page, hit the Power Dial Button. 

  • By using this option, you can sequentially call leads on the page without the need to manually enter each lead’s profile and make the call.
  • As soon as you hit the Power Dial button, the system queues the leads in the order they show in the leads view, and starts calling the first one in line.
  • Then, the system opens the Lead View of the lead that you’re currently calling. This enables you to use the note, email, and text features from the blue toolbar.
Power dial pop-up
  • The Power dial pop-up appears and you can see:
    • The number of the lead you’re calling now / out of the total of leads in the queue: (Power dialing 1/6). (1)*
    • The name of your search (e.g. Smartlist: Dev Phone) (2)*
    • The primary phone number saved in the contacts and that’s currently being dialed (3)*
    • Your phone number that’s being used. (4)* If you’re a user with Admin role, you can choose a number from the dropdown (5)*
    • A stop icon: which ends the Power dial session (6)*
    • A pause icon: which ends the current call and pauses the power dial session (7)*
    • An arrow icon: which allows you to step to the next lead in queue and it’ll automatically start calling them (8)*

 

  • The red blinking light next to the phone icon on the top of the page indicates that the power dial session is ON.
How does the power dial behaves
  • The system automatically calls the primary phone number of the lead.
    • If you need to call a different number for the same lead, you can pause the current call and click on the other phone number in the lead’s contact. The system starts dialing it immediately.
    • This does not end the power dial session.
    • And to move on to the next lead, just click on the arrow.
    • If the primary phone number is marked as Do No Contact, the system uses the first valid number in the lead’s contacts, otherwise it steps to the next lead in line
  • The system automatically skips leads with empty phone numbers.
  • There’s no option to skip calling a lead manually.
  • When the current call is ended (either by the lead or by you clicking on the pause or the arrow), the system starts calling the lead next in line immediately and opens their lead view.
During the call, and without ending the power dial session, you can
  • Minimize the dial pop-up by clicking on the phone icon. This does not end the power dial session. Then click on the phone icon again to show the pop-up.
  • Navigate through the leads:
    • Go back to the lead view of the lead you just ended the call with, leave notes or send an email or text.
    • Check the lead view of the lead next in line, read any notes related to them, check their current status in the workflow, and review any previous interactions you may have had with them. This will help you remember who this lead is before making the call.
      • Just click on the arrows on the bottom right of the page.
  • Open other aNinja features, go check your inbox for example. When the current call ends, you will be redirected to the lead view of the lead next in line.
  • Navigate through the browser, open tabs to search for more info about this lead or their company, check their website, open your calendar, and so on.

Troubleshooting

During the call, if you’re having problems hearing or be heard, this is what you can do to identify the issue:

  • If you directly place a single call (not via power dial), does that work?
    • Yes? Then the issue could be with the power dial feature. Contact support@aninja.com  and let them know that.

If nothing of the above succeeded, contact support@aninja.com they’ll check logs and consult the telephone provider if need be to resolve this issue.

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.