Lead Activities

All your lead activities are saved in the Lead View in the History section to give you a deep view of the tasks performed for this lead.

What are the lead activities?

They are the tasks that you can perform on a lead in all stages:

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.

Search for more help articles in the aNinja Knowledge base

aNinja Centralized Inbox

The aNinja Inbox is a centralized view of all your incoming communication emails, textsvoicemails, missed calls, open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.New Centralized Inbox

Inbox activities

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

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.

History of Interactions and Activities of a lead

aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What’s the history of interactions and activities

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.

In the history section you can view:

  • Calls made and durations.
  • Emails sent & received with this lead.
  • Notes that are left by any team member so any other user stays updated on any relevant info.
  • Texts sent to this lead.
  • Tasks assigned and their statuses.
  • Workflow steps changes.
  • Chatbot conversations initiated by this lead.
  • Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.The history of all interactions and activities for a leadYou 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.

The Lead View

aNinja was designed to show you all the lead activities and interactions in one place: the Lead View.

The lead view is divided into 4 sections:

Accessing the lead view

You can access the it from 2 places:

  • 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.

Using Tasks

You can keep track of your to-do list items using the Tasks in aNinja.

 

Accessing the Lead tasks

You can view the tasks in the “Inbox” and in “My Tasks” dashboard widget:

  • On the left sidebar, click on the Inbox
  • And, My Tasks Widget in the dashboard.
    • If you can’t see the widget on the dashboard, just enable it from the little gear on the top right of the page.

Creating a Task

  • When on the Lead View, hit the “Add Task” button.
  • Pick the calendar date to receive a reminder by email on the due date.

using tasks

Assigning a Task to a user in your Team

  • When on the Lead View, in the Tasks on the left side, choose the user you want to assign the task.

Deleting a Task

  • When on the Lead view, choose the task you want to delete, and hit the edit pen to open it.edit task
  • Hit the recycle bin buttondelete a task
  • Click Yes to confirm

aNinja Notifications

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.

Setting aNinja notifications

  • Log in to your aNinja account

  • Then, click on the edit pen next to the user.

  • Hit Notifications
    • Here, you can allow notifications based on your preference.

aNinja notifications

Types of notifications

Notifications appear to users in different locations and formats, such as text, email, desktop, and mobile push.

  • Email
    • Get an email notification for the selected Events.
  • Text
    • Get text/SMS notifications on your mobile number under aNinja profile.
  • Desktop
    • Get desktop notifications on your Mac/Windows for the selected events.
  • Mobile push
    • Get a push notification on your IOS/Android devices for the selected events.

Types of events

Get notified of the following events:

  • [Text] Any Incoming Text
    • Get notified about any incoming text (email, mobile, and chatbot).
    • Incoming Text to my phone numbers.
    • Get a variety of notifications regarding incoming text sent to your mobile.
  • [Lead] Lead assigned to me
    • Get notifications when any Lead is assigned to you.
  • [Call] Missed Calls
    • Get notified about any incoming missed call.
    • Voicemail: Get notified when someone leaves a voice mail.
  • [Chatbot] New Conversation
    • Get notified when visitor messages on aNinja chatbot on your site.
  • [Task] Task assigned to me
    • Get notified when any task is assigned to you.

Unable to receive Mobile Push notifications

Here are a few things to check:

  • First, make sure to log in with the same aNinja user.
  • Second, try logging out and back into the mobile app.
  • Lastly, make sure notifications are enabled for the aNinja application on your mobile device.

Testing Mobile Push Notifications

  • Do you have the aNinja Mobile app installed (iOSAndroid)? So, log into it for this test.
  • From the web app, go to Settings > Users
  • And choose the user and click on the edit pen.
  • Then, hit Notifications.
  • Lastly, click the Test Mobile Push Notification. 
  • As a result, a notification test will be sent to your mobile.

Unable to receive Desktop Notifications

Here are a few things to check:

  • Make sure Chrome has notifications allowed.
  • If you have Windows 10, click on the bottom right in your notification manager. Then check if the “Focus assist” is blocking notifications.
  • Or on Mac OSX, go to System Preferences -> Notifications -> Choose Google Chrome App -> Allow Notifications from Google chrome.
  • Also on Mac OSX, make sure Do Not Disturb mode is OFF: System Preferences -> Notifications – make sure Do Not Disturb is Off.

Testing Desktop Notifications

  • From the web app, on the left sidebar, click on Settings > Users
  •  Choose the user and click on the edit pen.
  • Hit Notifications.
  • Here, click the Test Desktop Notifications button.
  • As a result, a notification test will pop-up at the top right of your screen.

Creating aNinja Triggers

Creating aNinja Triggers allow you to programmatically trigger actions based on specific events and conditions.

Creating aNinja Triggers

  • 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.

Creating aNinja Triggers

    • You can add multiple actions to be executed when the event takes place.

Trigger’s events

Choose the Trigger Event from the drop-down:

  • Incoming call
    • Define the incoming call type
  • Incoming email or SMS
    • Body content matching
    • Specify the type of matching
  • Lead created via API
  • Lead created via Chatbot
  • Outgoing SMS with an error code
    • Select the error code
  • Workflow step status changes
    • Select the step

Trigger’s actions

You can add multiple actions to be executed when the event takes place.

  • [Delay] Set delay duration in minutes for triggering event actions
  • [Do not contact] Add all lead contacts to “do not contact” list.
  • [Do not contact] Remove all lead contacts to “do not contact” list.
  • [Email] Send lead info to an email address (from: no-reply@aninja.com)
  • [Lead Assignment] Assign to User
  • [Lead Assignment] Assign to Users from Team (using Round Robin)
  • [Lead Assignment] Assign to Users from Team (using Weighted Round Robin)
  • [Lead merge] Merge new lead into existing duplicate
  • [Sequence > Email] Start Email Sequence
  • [Sequence > Text] Start Text Sequence
  • [Sequences > Stop] Stop all sequences & Conversations (Email & Text)
  • [Webhooks] Post Lead Details to URL
  • [Workflow Step Status] Update Workflow Step Status

Trigger’s Options 

Set the Options to:

  • ON/OFF to
    • Activate/deactivate the trigger.
  • Indicate the priority of execution (in case there were other triggers in action).
    • 1 is the lowest priority
  • Break after Trigger Executes
    • Stops executing any other triggers coming up by priority after this one

  • Don’t forget to Save

Examples of Tiggers

Example 1:
  • On an event that is “Incoming email or SMS
  • Choose to execute an action to “Stop Sequences and Conversations (emails & texts)

As a result, the lead that replied to you by text or email will stop receiving the rest of the sequence he is enrolled in.

Example 2:
  • On an event that is Incoming email or SMS
  • Choose to execute a first action to “Add all lead contacts to the “do not contact” list”
  • Choose to execute a second action 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 actionStart 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.