Tag: sequences

Adding your calendar to email & text sequences

Adding your Calendar to email & text sequences can be a convenient way to share your schedule with the recipients.

It allows them to easily see when you are available and schedule meetings or appointments without having to ask you for your availability.

Calendly is a calendar that you can install in your aNinja account.

Adding your Calendar to email & text sequences

Here are some ways to add your calendar link to an email or text message.

Benefits of sharing your calendar

Sharing your calendar in email and text sequences to be sent to leads in bulk can provide several benefits, including:

  1. Improved lead engagement: Make it easy for leads to schedule a meeting with you at a time that works for them. This can increase lead engagement and improve your chances of converting them into customers.
  2. Time savings: By allowing leads to schedule meetings with you directly, you can save time that would otherwise be spent scheduling appointments manually.
  3. Increased efficiency: Sharing your calendar link can help you manage your time more efficiently; it allows you to schedule appointments back-to-back or during times when you’re typically less busy. This can help you maximize your productivity and reduce downtime.
  4. Personalization: Including your calendar link in your email or text sequences, can make your outreach more personalized and relevant to each lead. This can help build rapport and increase the likelihood of a positive response.
  5. Flexibility: By giving leads the ability to choose a time that works for them, you can demonstrate flexibility and a willingness to work around their schedule. This can help build trust and credibility with your leads.

Overall, sharing your calendar link can help streamline your sales and marketing processes. It improves lead engagement, and increases efficiency.

However, it’s important to ensure that your calendar is up-to-date.

Launching an Email sequence to a single lead

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

Launching an email sequence to a single lead

  • 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 Email Sequences

With aNinja, you can start launching Email sequences, which refers to the process of sending a certain number of emails (one or more) to one or a group of recipients all at once, using aNinja’s automated messaging system.

Email sequences can be used for various purposes, such as sending marketing messages to a list of subscribers, providing updates to customers or team members, or sending reminders or notifications for appointments or events.

Those messages are typically pre-written (email templates) and scheduled in sequences in advance. And, ultimately, aNinja takes care of launching those email sequences at the designated time or interval.

However, it is important to ensure that the messages comply with applicable laws and regulations, to avoid your messages being marked as SPAM.

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

Creating email sequences

  • First, prepare the email template(s) that you want to include in the sequence.
  • Afterward, go to Settings > Automations > Sequences
  • Create an email Sequence with at least one step. Choose to send “Immediately” if you want your sequence to launch with no delay.
  • Lastly, you can choose to either send your email sequence to a single lead or in bulk.

Launching an Email Sequence to a single lead

Launching an email sequence to a single lead is done from the lead view

  • ( + ) Active Email Sequence,
  • Or from the Toolbar > Email dropdown > Email Sequences

Launching a bulk email sequence

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

 

Launching email sequences to all leads

 

Launching email sequences to a group of leads

  • You want to create a custom field that identifies a group of leads (e.g. Source). Then create a Smartlist that retrieves leads having this custom field saved in their lead view.
  • Then launch your special campaign to this group of leads.

 

Launching email sequences to a bulk import list

 

To access detailed articles and obtain full instructions and images, please click on the links in red.

Or, browse aNinja Knowledge Base. You can always contact support@aninja.com for help!

Customizing the design of email templates

Email templates can be in plain text or in HTML. Customizing the design of email templates allows you to create a new template entirely from scratch using whatever HTML or design you like.

You can customize HTML templates and include inline CSS and images.

Customizing the design of email templates

  • Any standalone CSS can be added to the source code view of the HTML template.
  • Inject this source code in the body of your email template by clicking on the source code icon (the 2 brackets icon < >) in the email template editor.

  • From the lead view, create an email and either use the customized template, or insert the source code by using the (the 2 brackets icon < >).

  • Choose the customized template to send a Bulk email.
  • Make sure to add any changes to the email before sending it.

Iframe content in Email

Most Email Service Providers (e.g. Gmail, Yahoo, etc…) won’t allow iframe content in emails and they automatically block it.

We recommend you add an image in the email template body and link it to the video URL: Click on the image and then hit the link button on the toolbar to add the URL.

Launching bulk text sequences

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

  • Click on Bulk Text Sequence on the top right.

  • 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

  • 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.

Stopping an email or text sequence

Stopping an email or text sequence can only be done if the sequence delay setup is of 1 or more days.

How to stop a lead / email / text sequence

Two ways to stop an email or text sequence

1. Stopping the sequence from the lead view
  • Go to the lead view
  • Refresh the page.
  • Click on X in “Active Email (or Text) Sequence”
  • Click on OK to confirm.
  • “Success!” message will pop up once done.
2. Stopping the sequence from the widget “Bulk Sequences” in the Dashboard

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.