Tag: user profile

imatrix aNinja Form Integration

Post author By Rita
Post date October 7, 2022

aNinja allows you to integrate your imatrix Website Forms into your aNinja account. In this article, we show you how the imatrix aNinja Form Integration can be done using a simple Javascript code.

imatrix aNinja Form 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
Now, login to your imatrix website editor
On the left side menu, click on Website Editor
Then, click on Edit Website in the middle of the page.
Type your email and password to login
On the left side menu, click on Pages

Next to the form, on the right side, click on the little Settings gear
Scroll down to the Custom Info section
And insert your Javascript code under “Specify Custom Header”

Map the form fields to aNinja fields
Save and Publish
Go to your website, refresh and test submitting a form.
Then, check your aNinja account for the new lead automatically generated after the form submission.

You can use the below Javascript code

Where does the imported data appear

After the integration, you can search your aNinja CRM for the imported leads. You can also search for any custom field, opportunities, and any other info that you have imported.

Lead contacts appear in the leads contact section in the lead view
Opportunities also appear in the opportunity section in the lead view
The company’s info appears on the top left of the lead view, in the Company section.
Custom fields appear in the custom field section of the lead view.
Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.

Need help with imatrix aNinja Form Integration? Leave us an email at support@aninja.com. And we will happily assist you.

VistaPrint aNinja Form Integration

Post author By Rita
Post date October 7, 2022

aNinja allows you to integrate your Vistaprint Website Forms into your aNinja account. In this article, we show you how the Vistaprint Form Integration can be done using a simple Javascript code.

Vistaprint aNinja Form 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
Now, login to your Vistaprint website editor
In the middle of the page, click on edit website
On the left side menu, click on General Settings > General
Then, choose Tools & Analytics
Under Other Tags add the Javascript code (see example below)
Map the form fields to aNinja fields
Save and Publish
Go to your website, refresh and test submitting a form.
Then, check your aNinja account for the new lead automatically generated after the form submission.

You can use the below Javascript code

Where does the imported data appear?

After the integration, you can search your aNinja CRM for the imported leads. You can also search for any custom field, opportunities, and any other info that you have imported.

Lead’s contacts appear in the leads contact section in the lead view
Opportunities also appear in the opportunity section in the lead view
The company’s info appears on the top left of the lead view, in the Company section.
Custom fields appear in the custom field section of the lead view.
Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.

Need help with Vistaprint aNinja Form Integration? Leave us an email at support@aninja.com. And we will happily assist you.

Owner user role

Post author By Rita
Post date July 6, 2022

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.

Manage Users, Billing, & Roles/Permissions/Accesses
Manage customizations: create/update/delete Workflow statuses, custom fields, integration links, organization name, currency, etc.
And, manipulate group Phone Numbers.
Block and unblock a lead phone number and manage the blocked numbers list.
Also, Manage team Smartlists, and email and text sequences.
Edit, delete, merge, or import leads.
Also, Export lead data to a CSV file.
Launch bulk email sequences or manage bulk sequence subscriptions as well.
Launch bulk text sequences or manage bulk sequence subscriptions as well.
Modify/delete other users’ opportunities, activities, and tasks.
And, Modify/delete own opportunities, activities, and tasks.
Lastly, Call, send SMS, and use the power dial.

Email Signature

Post author By Rita
Post date May 12, 2022

When sending emails via aNinja or in any email account you use, you would want to include your signature at the bottom.

What’s an email signature?

It is a powerful way to convey your professionalism to your readers and give them the information they need to contact you. It is placed at the bottom of each mail, which helps leave a great impression and makes you stand out from your peers.

A good signature design should include the following elements:

Avatar and/or company logo.
First name and last name.
Job title, department, and company name.
Email address and telephone number.
Company physical address.
Social media icons.
Banner (optional)
Offer (optional)

Setting your email signature in aNinja

Login to your aNinja account.
Go to Settings > Email Accounts
Click on the edit pen next to your email/name
Type in your signature
And hit Update
Now your signature will show at the bottom of each email you send via aNinja.

Changing or resetting your aNinja Password

Post author By Rita
Post date March 2, 2022

Consider changing/resetting your password every few months for security reasons. You can’t figure out if someone else is using the account.

So by changing your password consistently, you reduce the risk that other people will have access to your account.

Changing your password

Login to your aNinja account
Go to your Profile > Password
Enter your new password and click Update
Now, the system has saved your new password.

Reseting your password

In case you forgot your password, you can always reset it and generate a new one.

First, point your browser to:

https://aninja.com/forgot.php

A new tab like the one below will appear:
Then, enter your aNinja login email address.
- Make sure you use the login email that you received in the aNinja user invite email when you were first invited to use aNinja app.
Click Send password reset link. After that, a password reset link is sent to the email address within a few minutes.
Lastly, use the link provided in the email to create a new password for your aNinja account.

Password security tips

Never give out your password to anyone.
Don’t use one password in all places.
Make the password at least 10 characters long.
Include numbers, capital letters, and symbols.
Consider using a password manager.
Consider using multi-factor authentication.

Need help with changing or resetting your aNinja Password? Leave us an email at support@aninja.com. We will happily assist you!

Create your aNinja account

Post author By Rita
Post date January 7, 2022

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.
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.

Assigning a lead to a user

Post author By Rita
Post date January 7, 2022

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 Settings
Triggers using [Lead assignment] actions

Bulk import by mapping to the user_id field
+ Add Lead modal in the top navigation bar
APIs by using user_id field.

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.

User role

Post author By Rita
Post date January 7, 2022

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:

Create Bulk imports.
Launch bulk email sequences or manage their own bulk sequence subscriptions.
Launch bulk text sequences or manage their own bulk sequence subscriptions.
Manage own Smartlists.
Delete and merge leads assigned to them.
Block and unblock a lead phone number and manage their own blocked numbers list.
Modify/delete opportunities, activities, and tasks of the leads assigned to them.
And, Call, send SMS, and use the power dial for the leads assigned to them.

Admin user role

Post author By Rita
Post date January 7, 2022

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.

Manage customizations: create/update/delete Workflow statuses, custom fields, integration links, organization name, currency, etc.
And, manipulate group Phone Numbers.
Also, Manage team Smartlists, and email and text sequences.
Edit, delete, merge, or import leads.
Block and unblock a lead phone number and manage the blocked numbers list.
Also, Export lead data to a CSV file.
Launch bulk email sequences or manage bulk sequence subscriptions as well.
Launch bulk text sequences or manage bulk sequence subscriptions as well.
Modify/delete other users’ opportunities, activities, and tasks.
And, Modify/delete own opportunities, activities, and tasks.
Lastly, Call, send SMS, and use the power dial.

Find your private BCC email address

Post author By Rita
Post date December 24, 2021

Using this email address in the BCC section when sending out an email automatically creates a lead from the recipients. In this article, we show you where to find your private BCC email address in your aNinja account.

Find your private BCC email address

Your private BCC code is found in the user profile.

You can access your profile from 2 places:
- In the left sidebar, click on Settings > Users
- Or, on top right of the page, click on your name > Profile.
Click on the edit next to the user to access your profile.

Click on API. Here’s where you find your account’s BCC email.

Use this code in the BCC section of your emails and a lead is created from the recipient.