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!

WPForms integration with aNinja

With WPForms integration, you can push forms responses to your aNinja account using webhooks, as soon as someone submits a new form on your website.

Webhooks allows you to automatically send information from your form to aNinja.

WPForms integration with aNinja

To configure webhook integration settings within the WPForms plugin, follow these steps:

Installing the Webhooks Addon
Setting Up a Webhook
  • Create a new form or edit an existing form in the WPForms form builder.
  • Click on the “Settings” tab at the top of the form builder.
  • Under Webhooks, toggle the Enable webhooks option on.

Enabling webhooks for a form

  • Click on the pencil to give a name to your webhook
  • Then fill out the settings for this connection:
  • Under “Request URL”, enter the below aNinja webhook URL:

https://aninja.com/api/v1/contactform/?apikey=YOUR_API_KEY 

  • Under “RequestMethod” enter “POST”

The webhooks settings in the form builder

  • Under “Request Body” define the keys and values that will be sent in the body of your webhook’s request.:

    • aNinja fields in the parameter box

    • Form fields from the dropdown.

Check the fields mapping section below to map to the correct aNinja fields.

  • Once you have added all the fields you want to include, click “Save” at the bottom of the “Webhooks” panel to save your changes.
  • Go ahead and test the form on your website. The submissions will be pushed to your aNinja account with the lead data captured in the form.

Fields mapping

Map the data on the aNinja fields and Form fields.

These are the default aNinja fields:

For the Custom Fields, just prefix the field name with “Custom.

Where does the 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.

Failed leads API injection

The “Failed Leads API injection” feature allows you to track leads that were not successfully injected into your CRM.

When a lead is rejected, the system automatically generates an entry in the logs; it provides detailed information about the failed injection; and includes the reason why the injection failed.

Why does leads injection fails

There are multiple reasons for a lead coming via API to fail being injected in aNinja. Here are the reasons that we log in Settings > logs. Leads injection could fail due to:

  • Duplicate Emails
  • Missing required fields (contact_name)
Failed leads API injection due to duplicate Emails

In Settings > Global Settings, if the following rule is enabled,

“Do not add new Leads via api if Lead with similar email already exists (avoids duplicates)”

when a lead is added via API, the system first checks if the lead already exists in the CRM.

It compares the email address of the new lead with the existing leads in the system.

If the system identifies an existing lead with a similar email address, it does not add the new lead to avoid duplication. Subsequently, it generates an entry in Logs, providing the reason of the failed lead injection.

Failed lead API injection due to missing required field

The contact name is the only required field for a successful lead creation. And the system creates the lead in reference to the contact name and saves the lead data.

If the lead data coming through API is missing the contact name, it does not create a new lead; and it generates an entry in Logs with the reason of failed lead injection.

Accessing the Failed leads API injection Logs

  • Click on “Failed leads API injection” from the toolbar

Failed leads API injection due to duplicate emailsIn this table, you can view:

  • ID: A sequential number
  • Reason: The reason for which the lead failed to inject
  • Data: The source of the lead that failed to inject
  • Created: The date & time this record was created – failed to inject.

By providing clear and detailed information about rejected leads, you can quickly identify the failed leads injection and address the issue.

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.

Calendly action did not trigger lead creation in aNinja

Calendly action did not trigger lead creation in aNinja?

 

Basically, any activity in your Calendly Calendar (like booking a demo with a lead), must trigger the creation of a lead into your aNinja account.

Calendly action did not trigger the creation of a lead

When you installed Calendly to use it as your calendar in your aNinja, the system has set a trigger that allows creating a lead in aNinja, after any action with leads in Calendly.

If Calendly‘s action did not trigger lead creation in aNinja, that means that there is an issue with the communication between the 2 applications.

Let’s get to know how API work in this case. API is a set of functions that allows 2 applications to interact with each other. Even more, to exchange data. In our case, the applications are Calendly and aNinja.

  • For the integration to work, Calendly shares its personal access token with you. You then save it in your aNinja account.
  • If you can’t see the webhooks data under the User / Organization Webhooks, you want to check your Calendly plan. The integration requires a “Professional” account.
  • Sometimes, Calendly automatically disables the webhooks if it was receiving error codes from our server. To re-enable it, you should delete and recreate the webhook.
  • You want to click on Refresh Webhooks every time you make changes to the webhooks.

Need help with this? Just reach us at support@aninja.com. We will happily assist you!

Merging leads

When you create or import new leads into your aNinja account, if they already exist in the system based on the email or phone number, they will be detected as duplicates by our duplicate search.

However, you may want to merge those duplicates into one lead file to avoid bloating your system. Merging leads could be also a good solution to avoid contacting the same lead several times.

Please note that when you merge leads, you can no longer retrieve the merged lead.

Merging Leads

You can access the merging feature from 2 different places in aNinja: From the lead view, and from Settings.

  • Lead view:
    • When on the lead view, scroll down to the end of the page and click on merge.
    • Then, choose a destination lead to merge this lead into. Immediately, this lead will be deleted after the system merged into the destination lead.
  • On the left sidebar > Settings > Data clean-up
    • Then, choose the method you want to use for your search to merge through (by email / by phone).Merging leads
    • Locate the leads you want to merge.
    • Lastly, click on the ID of the lead you want to merge. The system deletes this lead after it merged it into the lead you want to keep.

What are the fields that get merged?

What’s merged and appended into the lead file you’re keeping includes:
– Contacts
– Opportunities
– Emails
– Tasks
– Address
– Texts
– Calls
– Notes
– Triggers
– Chat conversations
– Workflows
– Custom fields

Note! All the email or text sequences of leads that are being merged are stopped. Therefore, only the sequences for the remaining lead stay active.

Creating a lead manually

Creating leads manually in the lead form sounds like a good way to add a lead whenever you meet someone that might be interested in your products.

Creating a lead manually

  • Login to your aNinja account
  • On the top right, click +Add Lead

creating leads manually

  • Here, add the info you have on the lead and click on Add lead
  • The system redirects you to the lead view. You can start immediately communicating with your lead by sending them emails, texts, and sequences.

 

Bulk text sequence not reaching all leads

Bull Text Sequence not reaching all leads

When launching a bulk text sequence to your leads, the system uses the contact phone numbers that were created or imported upon the creation of the lead.

It is important to fill in the right info so your bulk sends properly and reaches all the leads.

During the mapping when importing a CSV file, use this aNinja field:

contact_phone1 –> to be mapped to the phone number

Note: Make sure the primary phone number saved to your lead contact is a mobile number. The system can’t identify the landline from the mobile numbers, and the leads will not receive your messages.

 

aNinja Centralized Inbox

The aNinja Inbox is a centralized view of all your incoming communication emails, textsvoicemails, missed calls, open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.New Centralized Inbox

Inbox activities

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

Dynamic Inbox

The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.

Concluded Tasks

  • Ultimately, all items of the aNinja centralized inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
  • The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!

Task Management

  • You can also bulk mark inbox items as done / not done.

  • Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.
  • Admin users can view inbox items for other team users, as well as filter them by type.

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.