Tag: smartlists

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“. They will stop receiving your bulk sequences. You can still send them 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:

Bulk email sequences not reaching all leads

Sometimes, you might face troubles when sending bulk email sequences to your leads.

The main reasons why emails are not reaching the leads

  • When sending out the bulk email sequences, the system uses the email address that was saved / imported upon the creation of the lead.
    • It is important to use the right info so your bulk sends properly and reaches all the leads.
    • During the mapping when importing a CSV file, use this aNinja field:

contact_email1

for the email address.

  • Another reason behind this issue would be the large amount of emails attempting to send. Manage to segment your outbounds to meet the limitations of your email provider. You can segment your leads using Smartlists.

Assigning a lead to a user

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 SettingsAssigning a lead to a user
  • Triggers using [Lead assignment] actions

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.

 

Queries Examples

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.Queries Examples

Exporting Leads into a CSV file

aNinja allows you to export your leads from your account into a CSV file.

Exporting Leads into a CSV file

You can access the “Export leads” function through 2 places: The Lead View, and Settings.

Exporting Leads through the Lead View
  • On the left sidebar, click on the Leads View icon.
  • Here, you can choose to export all your leads, or some of them using a smartlist.
  • Then, go all the way down to the end of the page.
  • Lastly, click on Export results as CSV.Export Leads to a CSV file
  • The results will be saved in your downloaded files on your computer.
Exporting Leads through Settings

  • “Exporting leads may take a while depending on the number of leads in your system. Continue with export now?” Click OK
  • The results will be saved in your downloaded files on your computer.

Leads data that get exported in the CSV file

The following basic data is exported into the CSV file:

  • Address
  • Assignee
  • Company Name
  • Contact info
  • And Lead Search

However, we can custom export the following data as tables of CSV files.

  • Lead tasks
  • Lead notes
  • Workflows
  • Leads opportunities
  • SMS templates
  • Email templates
  • SMS sequences
  • Email sequences
  • Users info
  • Teams info
  • “Do not contact” items
  • Sent texts (optional)
  • Received texts (optional)

Just leave us an email at support@aninja.com and a developer from our side will work on preparing the full export accordingly.

Launching Bulk Email sequences

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

Launching bulk email 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.

Launching bulk email 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.

 

Dashboard Widgets

Dashboard widgets bring you the report on the workflow of your  latest activities and interactions that you make in aNinja.Dashboard widgets

Resizing & Moving Widgets

You can change the size of the widgets (shrink / expand), and relocate them on the dashboard however suits you. They will maintain the size and location next time you visit your dashboard.

Enabling & Disabling Widgets

You can manage which widgets to enable or disable by clicking on the top right gear icon in the dashboard view. This shows you a list of available widgets and you can choose to toggle them on or off.

Types of Widgets

Widgets are of 2 types:

System Widgets

These widgets are created by the system. They bring you reports on the workflow of your activities and more.

  • Latest leads: See the latest leads entered into aNinja (manually, via API, or bulk)
  • My Tasks: Shows all tasks assigned to you
  • Bulk Sequences: Shows bulk email sequences & bulk text sequences and their status
  • Latest Incoming: Shows you the latest incoming interactions (email / text)
  • My latest Incoming: Shows your latest incoming interactions (email / text) – also includes texts coming to group numbers
  • Last Viewed: Quickly see the latest viewed leads
  • Outgoing Sequence Emails by day: See how many outgoing email sequences have been sent out
  • Workflows Summary (ASR): See All Steps Reached (ASR) summary across all workflows
  • Workflows Summary (LSR): See last Last Step Reached (LSR) summary across all workflows
  • Chatbot Conversations: See latest chatbot conversations
Smartlists
  • These are the result of the Smartlists you have created.
  • Enable each Smartlist from the gear on the top right of the dashboard, and you will see it on the dashboard as a widget.

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!

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.