Tag: settings

Owner user role

The Owner user role is a default role. Every plan must have a predefined owner.

The Owner role must always exist with all permissions enabled. This is the only role that has billing access.

Owner user role

An Owner user has all permissions enabled in aNinja. In addition to the permissions granted to the Admin role, the owner has the ability to manage the Billing access.

Enabling SendGrid for your Transactional Emails

Enabling SendGrid for your Transactional Emails allows you to send a large number of email sequences through aNinja without limitations and without worrying about spam filters marking your messages as spam.

Learn how to avoid your emails being marked as spam.

Email Services

By default, all emails go through the users’ email service (e.g. Gmail, Outlook…) using Nylas APIs. This is not recommended for bulk emails because the user is limited to the maximum number of emails allowed by his email service.

So, to be able to send bulk emails without limitations, we highly recommend using SendGrid.

Enabling SendGrid

1- Sign in to SendGrid

Or Signup to SendGrid if you don’t already have an account

  • Make sure you sign-up for the Essentials plan in Sengrid for this to work.
2- Create a SendGrid API key

Make sure to save your SendGrid API key immediately, as it shows one time, and if you lost it, you can’t retrieve it.

3- Authenticate your domain in SendGrid
  • This means that you are showing your email provider that SendGrid has your permission to send emails on your behalf.
  • After that, your recipients will no longer see the “via sendgrid.net” message on your emails. Which shows that the emails are coming from you. So, it is less likely that your recipients mark your emails as spam.
  • This increases your reputation with the Email Service Providers. And it’s less likely that they filter your emails and not allow them to be delivered to your recipients. Which increases your deliverability.
  • Lastly, SendGrid automatically attaches an unsubscribe link to the emails sent through it.

Please follow this link to authenticate your domain => https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-domain-authentication

4- Enable the Event Webhook in SendGrid

You’ve reached a step where you need to enable the event webhook in SendGrid.

5- Enable SendGrid on aNinja web app

  • And enable the rule: “Enable SendGrid for single and bulk email sequences”

  • Lastly, enter the SendGrid API key (don’t forget to click on the refresh button next to the input)Enabling SendGrid for your Transactional Emails
  • Once you’ve enabled SendGrid on your aNinja web app, all single and bulk email sequences will start being sent through the SendGrid service.

Our support team is happy to assist you with any questions you may have. Just leave us an email at support@aninja.com

Assigning a bulk import list

Assigning a lead to a user allows you to efficiently follow up with your lead and close them quickly. Especially if you have distributed the tasks between your team members to better close leads. How about assigning a bulk import list to a specific user!

Assigning a bulk import list to a user

  • When preparing the leads file, add a column in your CSV sheet called User_id.
    • You can find the user_id in Settings > Users > next to the user name.
  • And set the column values to the User ID of the user you want to assign the leads to.

Mapping the user ID to aNinja field

When importing your CSV file, you want to map the user ID in your CSV file to user_id in aNinja fields.

Where does the user ID appear?

After the import, the user ID you’ve added to your contacts list will show in the lead view of the imported leads > in the Assigned to section.Assigning a bulk import list

Note: As long you have “Users can only see Leads assigned to them” enabled under Settings > Global Settings, then users (unless admin) can only see leads assigned to them.

Need help in assigning a bulk import list? Leave us an email at support@aninja.com and include the CSV file. Let us know the user you’d like to assign.

Wix aNinja Webhook integration

aNinja allows you to integrate your Wix Website into your aNinja account.

In this article, we show you how the Wix aNinja integration can be easily done.

Wix Integration

You can integrate and augment the functionality of popular platforms with aNinja.

  • First, you need to find your API key
    • On the left sidebar, click on Settings > Users
    • Then, click the edit pen next to your name.
    • And, copy it to use it later in the integration

Enabling Wix Form Webhooks

To get your Wix forms to push the form submission information into aNinja, you can use webhooks in Wix.

  • First, on your Wix site, start by enabling Velo Dev Mode:
    • This is as simple as going to your site (Edit site), and in the top bar where Dev Mode is indicated, turning on Dev Mode.
  • Next, you can go back to your Wix dashboard, and under Automations, click to add a new Automation.
  • Then, choose a Trigger event (for example on all form submissions).
  • Now, choose the webhook option.
  • And, configure the webhook to point to the aNinja webhook handler for Wix:
    • https://leads.aninja.com/handlers/wix/redirect.php
  • Then, choose “Customize structure” to map the form fields to the aNinja fields.

These are the default aNinja fields:

  • Lastly, hit Save and test it out with a form on your Wix site.

Need help in your Wix aNinja integration? Leave us an email at support@aninja.com. We will happily assist you!

aNinja Activities Logs

It’s important to have a clear understanding of all the activities and interactions that occur on your aNinja account. aNinja provides a helpful solution in the form of activity logs reports, allowing you to conduct audits whenever necessary.

Specifically, the logs report feature provides a comprehensive overview of all incoming and outgoing calls, emails, and texts, and the triggers you’ve launched. Additionally, you can easily view the failed leads API injection.

Accessing aNinja Activities Logs reports

Activities Logs

  • Calls
    • You can see the details of the incoming and outgoing calls, including the lead ID, duration and date of the calls.
    • You can also listen to the recordings of the conversations.
  • Emails
    • Here are saved all the details on the incoming and outgoing emails, including the sequences and their statuses.
  • Texts
    • You can see the details of the incoming and outgoing texts, including the sequences and their statuses.
  • Audit Log
    • As an admin user, this option allows you to see the activity of the users in searching for leads using smartlists or from the top navigation bar, and the lead view that the users opened.
  • Failed leads API injection
    • You can identify any leads that failed to import into your aNinja account via API for duplicate emails.

Merging leads

When you create or import new leads into your aNinja account, if they already exist in the system based on the email or phone number, they will be detected as duplicates by our duplicate search.

However, you may want to merge those duplicates into one lead file to avoid bloating your system. Merging leads could be also a good solution to avoid contacting the same lead several times.

Please note that when you merge leads, you can no longer retrieve the merged lead.

Merging Leads

You can access the merging feature from 2 different places in aNinja: From the lead view, and from Settings.

  • Lead view:
    • When on the lead view, scroll down to the end of the page and click on merge.
    • Then, choose a destination lead to merge this lead into. Immediately, this lead will be deleted after the system merged into the destination lead.
  • On the left sidebar > Settings > Data clean-up
    • Then, choose the method you want to use for your search to merge through (by email / by phone).Merging leads
    • Locate the leads you want to merge.
    • Lastly, click on the ID of the lead you want to merge. The system deletes this lead after it merged it into the lead you want to keep.

What are the fields that get merged?

What’s merged and appended into the lead file you’re keeping includes:
– Contacts
– Opportunities
– Emails
– Tasks
– Address
– Texts
– Calls
– Notes
– Triggers
– Chat conversations
– Workflows
– Custom fields

Note! All the email or text sequences of leads that are being merged are stopped. Therefore, only the sequences for the remaining lead stay active.

Create your aNinja account

Create your aNinja account and use the credentials that you’ve received in your email to be able to login to aNinja app

When a user is invited to join aNinja, he receives an email with his credentials (login email and password).

We recommend changing the given login password.

The login email cannot be changed at the user level. However, to change the login email, just send a request to support@aninja.com.

In aNinja, all the user’s info is in the user profile.

User profile

Create your aNinja account and manage your user profile before starting to use aNinja.

  • On the left sidebar, click on Setting > Users
  • Then, click on the edit pen next to your name and you’re in your profile.Create your aNinja account
  • You can also access your profile from the top right, hit the arrow next to your name.
  • It’s recommended to change your given password.
    • Set the new password and hit Update.

aNinja Reports

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

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.

User role

The role assigned to a user controls access to areas and features within the aNinja app. Each user account requires a role. This is a default role. An admin user can change it when need be.

Moreover, the number of users is defined according to your billing plan.

User role

A user role can:

User role

Admin user role

The Admin user role is a default role. It may be assigned to any user. Every plan must have a predefined Admin user(s).

The Admin user role must always exist with all permissions enabled.

Moreover, the number of users is defined according to your billing plan.

Admin user role

An Admin user has all permissions enabled in aNinja. He can manipulate all the lead data existing in his aNinja account, as well as the users and teams.