Creating a Smartlist from Bulk Import list

After importing contacts in a CSV or Excel file, you can directly  start by creating a Smartlist from the Bulk Import list.

Creating a Smartlist from Bulk Import list

  • In Settings > Bulk Import, locate the list that you’ve just imported in Previous Bulk Imports.
  • Under Records, click on the blue number (which is the number of leads in this list). This redirects you to the leads view where you can see all those leads.
  • On the top navigation bar, you can see the query that was used to execute this process. Something like e.g.: lead.bulkimport_id=12. 12 represents the serial number of the bulk import.
  • Copy this query.
  • Click on Smartlist > Add Smart List
  • Give a name to the Smartlist
  • Paste the query in “Search query”.
  • Save it for later re-use.

Launching sequences for this particular list

Basic aNinja terms

Here’s a simple explanation of the basic terms and keywords that we use in aNinja. After all, we want you to get the correct meaning of the words we use.

Know what aNinja terms stand for

All around aNinja, and in the knowledge base articles you encounter keywords. And it’s very important for you to know what they stand for. We divided these keywords into 4 sections:

Features
  • Automations: These are Templates, Sequences, and Triggers.  You automate them to be launched automatically at a certain event without your intervention.
  • aNinja Forms: These are the contact forms that you create on aNinja. When you embed them on your website, they collect leads. And automatically the system injects them into your account.
  • Dashboard: It is a set of widgets that give you a quick overview and deep view into your aNinja system.
  • Widget: It’s a graphical display. Precisely, it brings you the report on the workflow of your latest activities and interactions that you make in aNinja.
  • Chatbot: It’s a computer program that can be embedded on your website. It simulates human conversation through text chat. Therefore, aNinja Chatbot answers your website visitors’ simple questions. Moreover, you can customize the questions in the Chatbot Playbook.
  • Chatbot Playbook: It determines how the chatbot answers the user’s questions. More precisely, it’s an automated message workflow that runs on simple logic in order to help the users get the answers they need.
The Lead related
  • Custom Fields: These are info that you can add to the lead. Therefore, it augments the lead data (creation time, payment plan, phone number, platform, tenant code, and much more…).
  • Lead activities: These are basically the activities that you perform on a certain lead:
    • Tasks, Assigning lead, Opportunities, Custom Fields, Email and Texts sequences, Merging, and Deleting.
  • Lead interactions: These are the interactions that you perform on a certain lead:
    • Emails, Texts, Calls, and Notes.
  • Lead View: It is where you can see all activities and interactions that you made with a lead.
  • Leads View: It’s where you can see all the leads you have in your account. Or the result of a Smartlist or a search typed in the top navigation bar.
  • Workflow: It consists of a series of sequential steps that allows you to monitor the lead/customer’s progress in the pipeline.
System search
  • Smartlist: or Smart View. Simply, it is a list of leads that the system pulls from your CRM following criteria specified in a query.
  • Query: It’s the essential component for building a Smartlist. Precisely, it’s a specific request for lead retrieval among your CRM.
aNinja Keys & codes

Have any specific questions about the aNinja terms? Please leave us an email at support@aninja.com. We’re more than happy to offer you clarifications.

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.

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“. He will stop receiving your bulk sequences. You can still send him 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:

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

Launching a bulk email sequence

Launching a bulk email sequence is sending a series of emails automatically to all your leads, or a part of them that you pull out using a Smartlist. You can also send an email sequence to a bulk import list. An email sequence is an efficient way to automate a time-consuming process. And it can be set up to be triggered or sent at certain times.

Launching email sequence to all leads

Launching bulk email sequence

  • You’ve just started an email sequence for all your leads.

Launching email sequence to a group of leads

  • Choose a saved Smartlist or create a new one.

Launching bulk email sequence

Checking the status of an email sequence

After launching your email sequence, you can check for its status in the Dashboard Widget “Bulk Sequences”.

Stopping an email sequence

From the Dashboard Widget “Bulk Sequences” you can also stop the email sequence if the sequence delay setup is of 1 or more days.

You can also stop it from the “Active Email Sequence” in the lead view.

 

Launching Sequences

Sequences can be created to be sent individually to a single lead, in Bulk to a group of leads, or to all the leads at once.

You can create emails or text templates ahead of time, to include them in your sequences.

Creating email or text sequences

  • If you want to include a template in your sequence, it’s time to prepare it, before you start creating your sequence.
  • Then, go to Settings > Automations > Sequences.
  • Create an email to text Sequence with at least one step. Choose to send “immediately” if you want your sequence to launch with no delay.
  • Afterward, you can choose to either send your sequence to a single lead or in bulk sequence.

Launching Sequences to a single lead

Launching sequences to a single lead is done from the lead view( + ) Active Email/Text Sequence.

Launching bulk sequences

After creating your templates and sequences, you can launch bulk sequences to your leads.

Launching Sequences

  • This launches your sequence to all the leads in your CRM.
  • If you want to target a specific group of leads, use a Smartlist.

Follow the links in the article above to get the full instructions.

And search for more articles in aNinja Knowledge Base

Making a Call in aNinja

Making a Call in aNinja

In aNinja, you can dial a phone number, call a lead, and power call multiple leads, using the phone number you have saved in your aNinja profile.

Dialing a phone number from aNinja Web app

  • From the main page in aNinja, in the top right, click on the phone icon.
    • You can dial a phone number using the phone number you saved in your user profile.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

making a call in aNinja

Calling a lead from aNinja Web app

  • From the Lead View, from the toolbar, choose the call feature. It opens a dialing window and automatically shows the primary phone number in the lead’s contacts.
    • Click on the green button to call.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

Calling multiple leads from aNinja Web app

  • From the Leads View, whether you choose to call all the leads that are listed in the page, or a group of leads that you have brought using a Smartlist, on the top right of the page, hit the Power Dial Button.
  • This option allows you to call all the leads sequentially without bothering to go to each lead’s profile to call manually. When the current call is ended, the system starts calling the next lead.

Accessing the calls log

  • If you are a user, you can view your own calls in Settings / Logs and listen to the conversations.

  • Admin users can view and listen to the calls of all users.
  • In the dashboard, there is a widget that shows the latest calls.

Note: For the saved leads, you can keep notes of the calls. In the Lead View, click on Notes to enter relevant information that you picked up from the call.

Sending emails via aNinja

Sending emails via aNinja to your leads when having all relevant information at your fingertips is what you really need to handle all your communications directly through aNinja.

You can take advantage of aNinja’s features to make your interactions with the leads more efficient.

Moreover, aNinja auto-saves your work every few seconds so you don’t lose it.

Sending emails via aNinja

Users with Admin role can send emails from any email account associated with aNinja. When composing an email, an admin will have all the email accounts listed in the “From” dropdown.

  • When on the lead view, click on email from the toolbar
  • Type the email or select an available template
  • Click Send
  • If you choose to “reply”, “reply all” or “forward”, this brings you the old communicated messages in the body of the email.
    • However, if you select a template in the reply/reply all/forward, the template overwrites the old messages with the pre-defined text saved in the template.

Sending an attachment by email

To attach a file to your email, click on the attachment icon.

Note! We presently don’t allow attachments in Email Templates.

You might want to take security measures to avoid your email being marked as SPAM.

Bulk texting a smartlist of leads for the first time

Bulk text helps you send customized SMS for your marketing / service campaigns. It helps provide actionable alerting, on-call management, and much more. With aNinja, you can create a smartlist with the leads that you’ve not yet contacted: Bulk texting a smartlist of leads for the first time.

Bulk texting a smartlist of leads for the first time

  • If you’d like to create a Smartlist of leads that have never received a text from your aNinja account before, you can use the following query:

sms.outgoing.total=0

Bulk texting a smartlist of leads for the first time

The results of the Smartlist will show in the Leads view. Go ahead and click on Bulk Text Sequence to start launching your text sequences to this list.

Saving your Smartlist

You can save that query into a Smartlist for future use.

  • Click on Save as Smart list
  • Name your Smartlist (e.g. Leads not contacted)
  • And Click on Save

Find your saved Smartlist

Next to the top navigation bar, Click on Smart lists and locate your smartlist

It brings you the results in the Leads view. You can choose to send Bulk Email Sequences or Bulk Text Sequences, or even power dial this list of leads.