Getting started tips

In this article, we bring you tips that will help you getting started with aNinja quickly and efficiently.

Getting started tips

We recommend you follow this sequence of steps to make your use of aNinja easier and more efficient. Click on the links for the detailed articles.

We also recommend you check the aNinja Onboarding article to get an overview on the aNinja features.

Connect your email and phone number
Additional Apps
  • If you want to use Zendesk for your ticketing
    • On the left sidebar, click on Settings > Apps
    • Install Zendesk in your aNinja account
  • If you want to use Calendly as your Calendar
Add and manage Users & Teams
aNinja Keys
Settings
  • Set your rules in Global settings
    • On the left sidebar, click on Settings > Global Settings.
    • Choose what works better for you from these settings
    • Here, you can directly enable SendGrid that allows you to send a large number of email sequences with no limitations.
Leads
Create your automations
  • Create Templates (email / text / note templates)
    • On the left sidebar, click on Automation > Templates
    • Templates are samples of emails and texts that you send to leads without re-typing the content every time.
  • Create Sequences
    • On the left sidebar, click on Automation > Sequences
    • Now that you’ve created your templates, you can use them to launch email sequences and text sequences to your leads. So Sequences allow you to use the email and text templates you’ve created, and send them to leads, in sequence, in a different interval of time.
  • Create Triggers
    • On the left sidebar, click on Automation > Triggers
    • After you’ve created the templates and sequences, you can set your triggers. Triggers are emails and texts templates delegated to be sent to the leads based on an event or condition.
  • Add an unsubscribe link to your outbounds for security.
  • Create a transactional email
Manage your Marketing Features

Search for more help articles in the aNinja Knowledge base

Have any specific questions about the getting started tips? Leave us an email at support@aninja.com. Our support team is more than happy to assist you!

Voicemails

The private or ring group phone numbers in aNinja have voicemail support. Voicemails, also known as voice messages, are recordings that the caller leaves when his call is not answered. And they are accessible in your aNinja Inbox, and in the “Last Incoming” dashboard widget.

aNinja has a default voicemail greeting, that you can additionally customize.

How to access the voicemails in aNinja?

Voice mails appear in 2 places:

  • You can listen to the voicemails in the Inbox.Voicemails
  • See the voicemail in the Latest Incoming” dashboard widget.

How to customize your voicemail greeting

You can customize the voicemail greeting note that callers listen to when the call is not answered. You record the greeting and upload it in Settings > Phone Numbers.

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.