aNinja auto-saving is a useful mechanism that saves your work automatically, every few seconds. So you don’t risk losing work if your laptop runs out of battery, you lose wifi signal, or the power flickers.
How does the auto-saving work
Auto-saving in aNinja is enabled by default for your Emails and notes.
When composing an Email or note in the lead view or in the template, it is auto-saved every few seconds to the auto-save directory on your computer.
So you can roll back to the changes only from the computer you were on. As it saves on the machine’s local storage.
Restore the auto-saved versions
Go to the Email or note, and click on the auto-save button on the left of the toolbar.
Choose what you want to restore.
It rolls back the version that was saved then.
Note! Attachments are not auto-saved. So if you attached a file and then deleted it, the auto-saving can not recover it for you.
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.
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 neither direct call nor power dial enables you to hear and be heard, then probably you want to allow aNinja to access your microphone:
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.
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.
Any time you are on the Lead view, you can keep a note for yourself or for other users in the team on any important point worth saving for the record. e.g. minutes of a meeting/call.
Creating a Lead Note
When in the lead view, click on Note from the toolbar.
Here, you can choose to use a note template, or just type a new one.
You can also access all the note templates and edit them.
Click on edit templates on the right bottom of the note template dropdown.
aNinja Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.
When replying or forwarding an email, if you select a template, it replaces the old communicated messages with the pre-defined text saved in the template.
Go ahead and click on the help (?) icon next to Email Templates in the header. It redirects you to a short youtube video to get an overview of the templates.
Filtering Email templates
You can also filter your Email Templates by typing your search in the search bar e.g.
Adding an Email Template
Click on +Add Email Template
Start by giving your template a name that’s relevant to the content and usecase.
Type the content of your email. You can include variables from the variables dropdown.
Go ahead and click on the help (?) icon next to Text Templates in the header. It redirects you to a short youtube video to get an overview of the templates.
Filtering Text templates
You can also filter your text templates by typing your search in the search bar. e.g.
Adding a Text template
Choose + Add Text Template
Start by giving the template a name that’s relevant to the content and usecase.
When typing your text, you can include variables from the variables dropdown.
There’s a characters counter at the bottom of the text area, that counts the characters that you’re adding to your text.
SMS industries consider every 160 characters as a segment. If you exceed 160 characters, the segment counter will automatically change to 2. And you will be billed accordingly.
Moreover, if the size of your text overpasses 3 segments, or if the text content requires a specific encoding method, an alert will pop up to notify you. You can then automatically convert your text and remove special or hidden characters and reduce the size:
To add an attachment to your text template, just click on “Choose file”.
Supported attachments:
Types: jpeg, png and gif
Size: less than 600KB
You can always remove the attachment by clicking on “Remove attachment”
Converting UCS-2 texts to GSM-7
GSM-7 is an encoding method widely used that allows for the transmission of text messages in a compact form through mobile phones. However, if the text contains special characters that are not supported by GSM-7, it’ll require UCS-2 encoding method which allows the transmission of less characters in one segment and is more costly.
To check the content of your text, keep an eye on encoding GSM-7. If it turns to UCS-7, an alert will appear explaining about the encoding methods and their implications.
Click on “click here” to convert the text content back to GSM-7. This feature removes any special characters and enables GSM-7 encoding.
Editing Text Templates
Click on the edit pencil to go to the edit view
Add your changes and click on Update
Updating in-queue texts
After updating your template, you have the ability to update the in-queue texts if this template is used in launched text sequences.
You can also see the number of in-queue texts using this template.
In case there are no texts in queue using this template, the update in-queue button is disabled.
We recommend you add an Unsubscribe link to allow the recipients to opt-out.
Once you’ve saved your Text Template, you can re-use it:
to send a text to a single lead in the Lead view, or
