Searching for leads using custom fields

Searching for leads using custom fields that are available for each lead in his lead view, allows you to narrow your search for the specific leads. Custom fields can be a great searching tool that allows you to group your leads under certain criteria in order to reach out to them using a Smartlist.

Searching for a lead using a custom field

Create a custom field
  • First, create a custom field with the criteria that is relevant to leads search.
    • Example: custom.campaign

  • In the lead view, add this custom field to the lead that you want to include in this campaign.
Search for the custom field
  • Either, type your custom field in the top navigation bar
  • All leads that have this custom field in their lead view will show in the leads view.

  • Or, create a Smartlist and include this custom field in it. It will show you all the leads with this criteria.
    • Example: Leads with a Custom Field “Campaign” with value “campaign-1”

Custom.Campaign=”campaign-1″

  • You can create a Smartlist using multiple queries to narrow your search and make sure you are targeting the right category of leads.
    • Example: Leads with a Custom Field “Campaign” with value “campaign-1” and with “Boston” address

Custom.Campaign=”campaign-1″ and address.city=”Boston”

Leads View v/s the Lead View

Leads View v/s the Lead View

In the leads view, you can see all or a group of leads that you have in your CRM. The lead view shows the info you have on a specific lead.

The Leads View

The Lead View

In the Lead View you will see the personal info of a specific lead with the history of interactions and activities you have made with this lead since his creation in your aNinja account and his status in the workflow.

Search for a lead to see his lead view info.

Top Navigation Bar

The top navigation bar is the search tool on the top left of your aNinja app.

Type in any info you have on a lead and the results are brought to you in the Leads View.
The top navigation bar

Top Navigation Bar’s activities

From the top navigation bar you can:

    • Type in a query and aNinja system brings you the results in the Leads view. e.g.

custom.source=Leadsbridge

    • If you open an uploaded file, you can see the query related to this file e.g.

lead.bulkimport_id=8

Lead Opportunities

Lead Opportunities let you track what kind of financial reward you are expecting to make from a lead, in a certain interval of time, including an optional confidence interval.

Where to set the opportunities for a Lead

Opportunities are one of the lead attributes that you manage in the lead view.

  • Search for the lead
  • When on the lead view, on the left side, click on Opportunities and start filling the info.
    •  Value $: Is the amount of money you expect that the lead will render to your business after closing them.
    • Period: Is the period of time that the money is expected to be collected in.
    • User: Is the user assigned to follow up with the lead on this opportunity.
    • Status: The status of the opportunity (Active / Won / Lost) according to the behavior of the lead to your deal.
    • Created Date: The day you start the pursue the lead with a specific offer.
    • Close Date: The day expected to stop the pursuit.
    • Confidence: Is the confidence rate according to the behavior of the lead to your deal.
    • Note: Leave your notes here, to pick up on them later on.
    • Don’t forget to Save your work.

Opportunities are also viewable in the Reports section.

Lead Opportunities

Leads Search

The lead search is one of the most common actions performed in regular business applications. aNinja searches among all your CRM records – Name, contact, email, phone, and any other custom fields, and brings you the results in the Leads View.

aNinja searches among all your CRM records – Name, contact, email, phone, and any other  and brings you the results in the

Leads Search in aNinja

Searching for a specific lead

Simply type your search in the top navigation bar here (name/contact/email/phone):

Searching for leads falling under certain criteria

Filtering your leads into any wished criteria, allows you to group them under these criteria, and target them with your specific campaigns call to action.

  • Create the criteria in the status of the lead(s) in the workflows.
  • Call a Smartlist with these criteria when it’s time to launch the campaign.

Categorizing your Leads before importing them

Search for leads using custom fields

You can also search for leads using custom fields.

Bulk Activities

The results of your search will show in the Leads View. You can save your search as smartlist for future use. You can also share it with other users.

After filtering your leads, you can start your activities:

More articles on Leads management

aNinja Custom Fields

aNinja Custom Fields allows you to add extra information to your lead’s contact. They can be created manually, or dynamically created via API-injected leads.

What is a Custom Field

Capture your unique business data by storing it in Custom fields. Basically, aNinja Custom fields allow you to augment your lead data with additional custom fields of different types.

Moreover, custom fields are searchable within the system and can be used to build smartlists and search for leads.

Types of Custom Fields:

Text – For text input
Link – For fields with any link/URL
Date – Date in YYYY-MM-DD format
Dropdown – Fields with multiple options dropdown

Steps to manually add a custom field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Here, click on Add Custom Field
  • Label the Custom Field and select the field under Type
  • And Hit Save

Editing a Custom Field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Click the edit pen next to the field name
  • Make the changes and hit Save

Deleting a Custom Field

  • On the left sidebar, click on Settings
  • Go to Custom Fields
  • Click the edit pen next to the field name
  • Click the recycle bin icon
  • And hit OK to delete

Adding a custom field in the contacts file / CSV file

When you’re preparing the contacts file, and before you import it to your aNinja account; save any additional information that you have on the leads as custom fields. Like “created date”, “source”, “platform”… Then map them to the aNinja custom fields.

Related articles:

Segmenting leads using Custom fields

Searching for leads using custom fields

 

Leadsbridge aNinja Integration

In this article, we show you how Leadsbridge aNinja Integration can be easily done.

What’s Leadsbridge

LeadsBridge is an automation platform. It’s designed for companies to improve their lead generation.

It also helps them automate their audience management and streamline their full-funnel tracking.

aNinja allows you to get your leads from Leadsbrige to your aNinja account.

Integrating Leadsbridge with aNinja

  • In your Leadsbridge dashboard, on the top left, click on New Bridge.
  • Under Choose the apps you want to connect:
    • Select Leads Ads (e.g. Facebook) under Select Source
    • Then, choose Webhooks under Select Destination
    • And Continue
    • Then on the bottom left, click on “Take me to complex bridge”.
  • Under Source type e.g Facebook
  • And choose Create New Destination under the dropdown
  • Lastly, click Next
  • Under Source
    • Select the Facebook Ad Account
    • Here, choose the Facebook Page
    • Then, select the Facebook Form
    • Lastly, click Next
  • Here, we need to find your aNinja API key
  • Under URL field put:
    • http://leads.aninja.com/redirector_leadbridge_aninja.php?apikey=YOUR_API_KEY
      • Example:  https://leads.aninja.com/redirector_leadbridge_aninja.php?apikey=sample123-6yauyue5e
  • Under Destination
    • Select POST under Method
    • And Update your Leadsbridge API
    • Then, click Next
      • Toggle Active? to Yes, if you need an email notification on each new lead
      • And, click Next
  • Under Fields Mapping
    • Click Next
  • Under Test
    • Click on Test Now
    • Then, Select YES under Lead Access permissions
    • Lastly, click Save & Publish

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 and any other info that you have imported.

  • Lead’s contacts appear in the leads contact 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 Leadsbridge aNinja Integration? Leave us an email at support@aninja.com. We will happily assist you!