Tag: templates

aNinja Templates

aNinja Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.

When replying or forwarding an email, if you select a template, it replaces the old communicated messages with the pre-defined text saved in the template.

Creating an Email Template

  • Go ahead and click on the help (?) icon next to Email Templates in the header. It redirects you to a short youtube video to get an overview of the templates.
Filtering Email templates

You can also filter your Email Templates by typing your search in the search bar e.g.

Adding an Email Template
  • Click on +Add Email Template

  • Start by giving your template a name that’s relevant to the content and usecase.
  • Type the content of your email. You can include variables from the variables dropdown.
  • Learn about Transactional Email here. 
  • We recommend you add an Unsubscribe link 
 
Editing an Email Template
  • Click on the edit pencil to go to the edit view

  • Add your changes and click on Update
Updating in-queue emails

After updating your template, you have the ability to update in-queue emails if this template is used in launched email sequences.

You can also see the number of in-queue emails using this template.

In case there are no emails in queue using this template, the update in-queue button is disabled.

Once you’ve saved your Email Template, you can re-use it in the Lead view, in Email Sequences, and in Triggers.

aNinja automatically auto-saves your work every few seconds to prevent loss in case your computer or laptop experiences any unexpected shutdowns.

Discover effective strategies to avoid your emails being marked as spam

Creating a Text Template

  • Go ahead and click on the help (?) icon next to Text Templates in the header. It redirects you to a short youtube video to get an overview of the templates.
Filtering Text templates
  • You can also filter your text templates by typing your search in the search bar. e.g.

Adding a Text template
  • Choose + Add Text Template

  • Start by giving the template a name that’s relevant to the content and usecase.
  • When typing your text, you can include variables from the variables dropdown.
  • There’s a characters counter at the bottom of the text area, that counts the characters that you’re adding to your text.
  • SMS industries consider every 160 characters as a segment. If you exceed 160 characters, the segment counter will automatically change to 2.  And you will be billed accordingly.
  • Moreover, if the size of your text overpasses 3 segments, or if the text content requires a specific encoding method, an alert will pop up to notify you. You can then automatically convert your text and remove special or hidden characters and reduce the size:

Adding/removing attachments to/from text template
  • Attachments convert your SMS to MMS.
  • To add an attachment to your text template, just click on “Choose file”. 
    • Supported attachments:
      • Types: jpeg, png and gif
      • Size: less than 600KB

  • You can always remove the attachment by clicking on “Remove attachment”

Converting UCS-2 texts to GSM-7

GSM-7 is an encoding method widely used that allows for the transmission of text messages in a compact form through mobile phones. However, if the text contains special characters that are not supported by GSM-7, it’ll require UCS-2 encoding method which allows the transmission of less characters in one segment and is more costly.

To check the content of your text, keep an eye on encoding GSM-7. If it turns to UCS-7, an alert will appear explaining about the encoding methods and their implications.

Click on “click here” to convert the text content back to GSM-7. This feature removes any special characters and enables GSM-7 encoding.

Editing Text Templates
  • Click on the edit pencil to go to the edit view

  • Add your changes and click on Update
Updating in-queue texts

After updating your template, you have the ability to update the in-queue texts if this template is used in launched text sequences.

You can also see the number of in-queue texts using this template.

In case there are no texts in queue using this template, the update in-queue button is disabled.

We recommend you add an Unsubscribe link to allow the recipients to opt-out.

Once you’ve saved your Text Template, you can re-use it:

Discover effective strategies to avoid your texts being marked as spam.

Note!

Make sure to include a content in your text template before saving it. Otherwise, when attaching it to a text sequence, it fails to launch it.

Creating a Note Template

  • You can also filter your Note templates by typing your search in the search bar. e.g.

  • Click on + Add Note Template

  • Type the content of your template and save it.
  • Once you’ve saved your Note Template, you can re-use it on a Lead view to speed-up adding Notes.
  • aNinja automatically auto-saves your work every few seconds to prevent loss in case your computer or laptop experiences any unexpected shutdowns.

Minutes of meeting is a good example of note templates.

Have any specific questions on aNinja Templates? Please send an email to our support team at suppot@aninja.com. We will happily assist you!

Unsubscribe Link

Adding an unsubscribe link in your templates allows the recipients to cancel their subscription when they don’t want to receive any more emails from you.

What’s an Unsubscribe Link?

It’s a link within your email campaign/templates, often placed in the email footer. It allows recipients to opt-out / cancel their subscription when they don’t want to receive any more emails from you.

Why use an Unsubscribe Link in your templates

The law enforced by the Federal Trade Commission, clearly states that you must include an obvious way for subscribers to opt-out of your commercial messages: Tell recipients how to opt-out of receiving future emails from you. Whether you’re sending a commercial or a transactional email, it’s safer to include a link that shows the recipient how to stop receiving your emails.

Unsubscribes are also necessary to:

  1. Keep a clean mailing list.
  2. Good sender reputation.
  3. High engagement rates, so spam filter doesn’t block your emails.

Learn how to avoid your emails being marked as spam.

Adding an Unsubscribe link to your templates

When a lead hits the unsubscribe link, the “do not contact” button in their lead view will be automatically toggled as ON; so that this lead does not receive your bulk sequences anymore. Additionally, the system automatically adds the leads contacts to the “do not contact” list.

If the lead has multiple email accounts saved in their contacts in aNinja, all the email accounts and phone numbers will be toggled as do not contact.

Using aNinja Template Variables

All Email templates, text templates, and note templates created in aNinja, support variables. Using aNinja template variables allows for the automatic replacement of the contact’s name, for example in the outgoing email, text, or note.

In this article, we show you how to use the variables and what are the available variables in aNinja.

What are template variables

Variable allows for the automatic replacement of a field, e.g. the contact name, in the outgoing email, text, or note. Allowing you to customize an outgoing message so that it says 

Hi John,

instead of just

Hi.

Injecting a variable in a template

  • When you’re editing your email/text/note template, you see the “Variables” dropdown.
  • Select an available variable, and it’ll automatically inject into the text area of your template.
  • You can notice that variables are represented with 2 curly braces around them, for example:

For example:

Hi {{Contact.name}}, this is {{User.firstname}} from {{Organization.name}}

will show for the recipient in an outgoing email/template/note:

Hi John Doe, this is Rita from aNinja

You can use the dropdown to automatically inject the variable you need at your cursor when editing templates.

Make sure to position the cursor in the template text area where you want to inject the variable.

What are the available variables

To see the list of available variables, simply click on the variables dropdown. 

  • User variables refer to the system users – that is your accounts.
    • They are usually prefixed with User. or Organization.  e.g. User.firstname, or Organization.name, Organization.address. And emailaccountsignature
  • Contact related variables have to do with a lead’s contact in the Lead View.
    • They are usually prefixed with Lead. or Contact. e.g. Lead.name (is the lead company name), Lead.address.street, Lead.address.full_formatted. Also Contact.title, Contact.name.
  • Another template variable is Unsubscribe link which is a link that allows leads to opt out from your outgoing automations.
  • Lastly, any custom field saved in your account. These variables start with Custom. e.g. Custom.Source

Need help using aNinja template variables? Just leave us an email at support@aninja.com. And we will happily assist you!