Go ahead and hover over the links to get more details on each activity.
Where can I see the lead activities?
They are part of the lead view. You can access the lead view from 2 places:
In the top navigation bar, type the name of the lead or any info related to them (email, phone, URL, or custom field). Then, aNinja will find them for you. After that, click on the name and it opens the lead view.
From the left sidebar, click on Leads icon. It shows you the list of all the leads you have in aNinja. Find your lead among them and click on the name. That opens the lead view.
All your activities are saved in the Lead View in the History section to give you a deep view of the tasks performed for this lead.
Create a lead from the unknown numbers of the missed calls.
Also, listen to the voicemails left by the callers.
Lastly, view the chatbot conversations that were left by your website visitors in your imbed Chatbot.
Dynamic Inbox
The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.
Concluded Tasks
Ultimately, all items of the aNinja centralized inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!
Task Management
You can also bulk mark inbox items as done / not done.
Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.
Admin users can view inbox items for other team users, as well as filter them by type.
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.
Use the filters to narrow the view to be sorted by feature (Calls / emails / notes / tasks / texts / workflow steps / chatbot conversations / triggers). Or you can use it to view them all.
On the top navigation bar, type the name of the lead or any info related to the lead (email, phone, URL, or custom fields). aNinja will find them for you. Click on the name. Then the system opens the lead view.
From the left sidebar, click on Leads. It will show you the list of all the leads you have in aNinja. Find your lead among them and click on the name. Then, the system opens the lead view.
This page provides an overview of where notifications appear and the available features in your aNinja account.
Various types of notifications are available in aNinja. And, they can be triggered by different events.
Go ahead and click on the help (?) icon next to Triggers. This redirects you to a short youtube video to get an overview of the triggers.
You can also filter your triggers by typing your search in the search bar. e.g.
Now, click on Add Trigger
Choose the Trigger Event from the drop-down
Choose whether to add a Trigger Condition (optional)
The condition could be e.g. a custom field = Source = Facebook (Custom.Source=”Facebook”). This way, you narrow your search and target more specifically the leads that match the event of the trigger and this condition.
Finally, select the Trigger Actions you actually want to kick off when that event with those specific conditions takes place.
You can add multiple actions to be executed when the event takes place.
Choose to execute a first action to “Add all lead contacts to the “do not contact” list”
Choose to execute a secondaction to “Stop Sequences and Conversations (emails & texts)“
Subsequently, the lead that replied to you by text (this option is only available for texts presently), with stop or unsubscribe will be moved to the “do not contact” list.
As a matter of fact, the lead will still be included in the future sequences, but their texts get blocked from our side so it doesn’t get actually sent. You can check them by clicking on the blocked leads count in ‘Bulk Sequences’ widget.
Example 3:
On an event that is “Lead created via API“
Choose to execute an action to “Start Email Sequence”
==> Choose which Email Sequence to use (e.g. “Welcome”)
==> Choose which Email Account to use (e.g. “demo@gmail.com”)
So now, when a lead is created via API, he will receive the first step of the “Welcome” sequence, based on the delay you’ve set in the sequence, launched from the demo@gmail.com account.
Example 4:
On an event that is “Change in the Workflow step”
Choose to execute an action to “add a lead’s contact to the “do not contact” list”
==> When changed to: “Sales / Opp Status / Deal Closing”.
Afterward, when you change a lead’s workflow step to Sales / Opp Status / Deal Closing, he will be added to the “do not contact” list.
Example 5:
On an event that is “Lead created via Chatbot“
Choose to execute an action to “Assign to user”
==> Select a user (e.g. John Doe)
As a result, when a lead is created into your account through Chatbot, he is automatically assigned to John Doe.
Example 6:
On an event that is “Incoming Call“
Type of call ==> “Missed Call”
Choose to execute an action to “Assign to user”
==> Select a user (e.g. John Doe)
Add a second action “Start Text Sequence”
==> Choose which Text Sequence to use (e.g. “Thank you for reaching out”)
As a result, when you miss a call from a lead, they’re automatically assigned to John Doe, AND, they receive a thank you text.
Go ahead and hover over the links to get more details on each activity.
