Tag: leads

Assigning a lead to a user

Post author By Rita
Post date January 7, 2022

Assigning a lead to a user is the first task that you can do when a lead pops up into aNinja to turn them into a customer faster.

And in the sales/marketing process, multiple users may take charge of a lead, depending on their role.

Moreover, users with admin roles can manage the delegation of leads to different users.

When a lead is assigned to a user, if another user is sending them an email, it will pull out with the name of the user whom the lead is assigned to.

Assigning a lead to a user

Lead assignment can be done through:

The lead view
- This requires admin access if the option “Users can only see Leads assigned to them” is enabled in Settings > Global Settings
Triggers using [Lead assignment] actions

Bulk import by mapping to the user_id field
+ Add Lead modal in the top navigation bar
APIs by using user_id field.

User ID

Each user is granted a private user-id as soon as they are invited to join aNinja, regardless of their role.

You can find the user-id in Settings > Users.

Using a Smartlist, you can utilize this user-id to filter leads assigned to specific users. You can also enable this Smartlist as a Dashboard Widget.

Similarly, you can narrow down your Opportunity report to see a snapshot of the users’ sales activities over a certain timeframe.

aNinja Reports

Post author By Rita
Post date January 7, 2022

Get reports on the workflow of your latest activities and interactions that you’ve made in aNinja in a certain period of time. aNinja reports are simple, understandable, and provide you with a detailed view of your business performance.

When every user can see his reports, admin users can see all users reports and stats.

On the top right of the Reports page, you can select the period and the user.

Accessing Reports

On the left sidebar, click on Reports icon.

aNinja reports

Below are the reports provided by aNinja:

Workflow Summary (ASR)
- See All Steps Reached across the workflow.
Workflow Summary (LSR)
- See the Last Steps Reached across the workflow.
Leads
- See stats of leads created and Via API.
Opportunities
- See figures of the Opportunity statuses.
- On the right corner of the Opportunity report, see details of leads’ opportunities. Inside the report, you can export stats into a CSV file.
Emails
- See stats of all sent and opened emails, and the open rate.
Texts
- See stats of incoming and outgoing texts.
Calls
- See stats of outgoing calls and their total duration.

History of Interactions and Activities of a lead

Post author By Rita
Post date January 7, 2022

aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What’s the history of interactions and activities

Once the creation of a lead in your aNinja account, the system saves all the interactions and activities that you make to this lead, in the history section.

Moreover, they are listed in ascending order. So, the users and team members are kept in the loop of the actions performed on this lead.

In the history section you can view:

Calls made and durations.
Emails sent & received with this lead.
Notes that are left by any team member so any other user stays updated on any relevant info.
Texts sent to this lead.
Tasks assigned and their statuses.
Workflow steps changes.
Chatbot conversations initiated by this lead.
Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.You can also filter activities and interactions that appear in the history section from “All Interactions” dropdown:

Including: Calls, Chatbot Conversations, Emails, Email Sequences, Notes, Text Sequences, and Tasks.

Top Navigation Bar

Post author By Rita
Post date January 7, 2022

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.

Top Navigation Bar’s activities

From the top navigation bar you can:

Search for leads
- Here, type the name of the lead or any contact info you have for them, like a custom field. As a result, aNinja brings the data for you.
Access queries examples
- Click on the arrow and choose View queries examples.

- 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

Queries Examples

Post author By Rita
Post date January 7, 2022

Smartlists bring you any data that is stored in your aNinja account. aNinja created some queries examples. Learn how to build your own queries and add the fields you want to include in your Smartlists.

Accessing the queries examples

On the top navigation bar, click on the arrow and choose to view examples of queries.
Smart lists link > + Add a Smart list
- Under the field Search Query
- Click on Query Examples.

Examples of Queries

The page is divided into 2 sections:

Fields
- These are the keywords that you can use when creating your query.
Examples
- These are samples of queries. Just copy the example and paste it into the query field of your Smartlist.
- Look at the structure of the queries to get an idea of how to build your own query.

Squarespace API Integration

Post author By Rita
Post date January 5, 2022

With Squarespace API Integration you can forward leads into your aNinja account simply using a programming code or an API. In this article, we show you how the Squarespace API Integration can be done.

Squarespace API Integration

The following example is specific to Squarespace (add in the “Page section Settings > Advanced tab > Page header code injection text area section for the page where you have the form you want to forward into aNinja).

// SQUARESPACE - example 1
// Add in javascript advanced:
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>
<script>
$(document).ready(function() {
$('form').submit(function(e) {
var contact_name = $("input[name='fname']").val();
var contact_email1 = $( "input[name='email']").val();
var phone_areacode = $('*[data-title="Areacode"]').val();
var phone_prefix= $('*[data-title="Prefix"]').val();
var phone_line = $('*[data-title="Line"]').val();
var contact_phone1 = phone_areacode+phone_prefix+phone_line;
var subject = $($('select')[0]).val();
var pref_contact_method = $($('select')[1]).val();
var message = $('textarea#textarea-yui_3_17_2_1_1442700176413_134868-field').val();

$.ajax({
type: 'post',
url: "https://aninja.com/api/v1/contactform/?apikey=YOUR_API_KEY_HERE",
data: {
'contact_name': contact_name,
'contact_email1': contact_email1,
'contact_phone1': contact_phone1,
'your-comments': 'message: '+message+' subject:'+subject+' pref_contact_method: '+pref_contact_method
},
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.

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 Squarespace API Integration? Leave us an email at support@aninja.com. And we will happily assist you.

Launching an Email sequence to a single lead

Post author By Rita
Post date December 22, 2021

Launching an Email sequence to a single lead can be done from the Lead View.

And the “Active email sequences” show you the Email sequences this lead is enrolled in.

Overview of Email sequences

To launch an Email sequence in aNinja, you want to follow these steps:

First, create email templates
Then, create an Email Sequence with at least one step. Choose to send “Immediately” if you want your sequence to launch with no delay.
Finally, you can choose to either send your sequence to a single lead or in bulk sequence.

Launching an Email sequence to a single lead

First, go to the lead view.
On the toolbar, click Email Sequence under the Email dropdown

Or, on the left side of the page, scroll all the way down to find the Active Email Sequences.

To create an email sequence, just click on the plus sign (+). As a result, this opens a new email window in the lead interactions on the same page.

Go ahead and select an email sequence.
To send the sequence, click on start.
And to cancel it, just click on the recycle bin.

Viewing Active Email sequences for a lead

First, go to the lead view
Then, on the left side of the page, scroll down to find the Active Email Sequences.
Here, you can see all the email sequences sent to this lead.
Thereafter, to see details of the email sequences in which this lead is enrolled and the steps reached, just click on “Show previous“.

Launching Bulk Email sequences

Post author By Rita
Post date December 22, 2021

Launching bulk email sequences typically refers to the process of sending a large number of emails to a one or a group of recipients all at once, using an automated messaging system.

You can also launch an email sequence to a bulk import list.

The emails are typically pre-written (email templates) and scheduled in sequences in advance. aNinja takes care of sending the messages at the designated time or interval.

Launching bulk email sequences to all leads

Go to Leads View in the left sidebar
You can see all the leads you have saved in your account.
Click on Bulk Email Sequence on the top right

Select the Email Sequence, and hit Launch Bulk Sequence

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

Launching email sequences to a group of leads

Choose a saved Smartlist or create a new one.

Click on Bulk Email Sequence on the top right

Select the Email Sequence, and hit Launch Bulk Sequence

An alert pops up to show the number of leads included in this sequence and that have no email addresses. Click on the number to see those leads.

Checking the status of email sequences

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 stop a sequence for a single lead from the “Active Email Sequence” in their lead view.

Launching bulk text sequences

Post author By Rita
Post date December 22, 2021

Launching bulk text sequences is sending a series of texts automatically to a group of recipients all at once, using an automated messaging system.

You can also send a text sequence to a bulk import list. A text sequence is an efficient way to automate a time-consuming process. And it can be set up to be triggered or sent at the designated time or interval.

Launching text sequences to ALL leads

On the left sidebar, click on the Leads icon.

Click on Bulk Text Sequence on the top right.

Select the Text Sequence

And hit Launch Bulk Text Sequence

An alert pops up to show the number of leads included in this sequence and that have no phone numbers. Click on the number to see those leads.

Launching bulk text sequences to a group of leads

On the top navigation bar, input a search query or smartlist to filter the results of your leads.

Click on Bulk Text Sequence on the top right

Select the Text Sequence

And hit Launch Bulk Text Sequence

An alert pops up to show the number of leads included in this sequence and that have no phone numbers. Click on the number to see those leads.

You can also launch sequences to a single lead from the lead view and track it.

Tracking a text sequence

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

Expired Text sequences

The in-queue text sequences expire if they were not sent for over 36 hours past the intended launch time of the sequence step.

Stopping a text sequence

From the Dashboard widget “Bulk Sequences”, you can also stop sending the text sequence only if the sequence delay setup is of 1 or more days.

You can also stop a sequence for a single lead from the “Active Text Sequence” in the lead view. This does not affect the sequence. It only stops sending it to this specific lead.

aNinja Smartlist multiple queries

Post author By support
Post date September 16, 2021

With aNinja Smartlist multiple queries, you can group leads from your CRM the way that fits your daily routine. This is a task that you do once and that executes when needed.

For example, how helpful is it for salespersons to know, on daily basis, the new leads that they have not yet contacted!

So, a Smartlist brings this data, and salesman can kick off the day with no additional tasks.

Basically, you can create a Smartlist with one or multiple queries.

As a matter of fact, multiple queries behave the same, as if you executed each query separately.

Samples aNinja Smartlist multiple queries

Leads with Boston city AND that sent in emails on a specific date:
- address.city=”Boston” AND email.incoming.date=”2021-02-27″
Leads with Boston Address and Leads with LA address
- address.city=”Boston” OR address.city=”LA”
Any contact name starting with “Jo”:
- contact.name=”Jo*”
Emails that were created between 2 dates:
- email.date >= “2021-02-21” AND email.date <= “2021-03-01”
Leads with tasks that are not done AND have custom field source set to “Facebook”:
- task.count.not_done >= 1 AND Custom.Source=”Facebook”
Leads created after April 2nd 2021:
- lead.created >= “2021-04-02”
All Leads that are not in a workflow:
- search.leads.not_in_workflow=true
Not in workflow AND not a customer (custom field)
- search.leads.not_in_workflow=true AND Custom.isCustomer!=yes

Accessing more query examples

To see more query examples, just click the button pointing arrow in the search field.

Note!

Don’t forget to save the results of your query(ies) as a Smartlist before leaving the page to avoid losing them.