Basic aNinja terms

Here’s a simple explanation of the basic terms and keywords that we use in aNinja. After all, we want you to get the correct meaning of the words we use.

Know what aNinja terms stand for

All around aNinja, and in the knowledge base articles you encounter keywords. And it’s very important for you to know what they stand for. We divided these keywords into 4 sections:

Features
  • Automations: These are Templates, Sequences, and Triggers.  You automate them to be launched automatically at a certain event without your intervention.
  • aNinja Forms: These are the contact forms that you create on aNinja. When you embed them on your website, they collect leads. And automatically the system injects them into your account.
  • Dashboard: It is a set of widgets that give you a quick overview and deep view into your aNinja system.
  • Widget: It’s a graphical display. Precisely, it brings you the report on the workflow of your latest activities and interactions that you make in aNinja.
  • Chatbot: It’s a computer program that can be embedded on your website. It simulates human conversation through text chat. Therefore, aNinja Chatbot answers your website visitors’ simple questions. Moreover, you can customize the questions in the Chatbot Playbook.
  • Chatbot Playbook: It determines how the chatbot answers the user’s questions. More precisely, it’s an automated message workflow that runs on simple logic in order to help the users get the answers they need.
The Lead related
  • Custom Fields: These are info that you can add to the lead. Therefore, it augments the lead data (creation time, payment plan, phone number, platform, tenant code, and much more…).
  • Lead activities: These are basically the activities that you perform on a certain lead:
    • Tasks, Assigning lead, Opportunities, Custom Fields, Email and Texts sequences, Merging, and Deleting.
  • Lead interactions: These are the interactions that you perform on a certain lead:
    • Emails, Texts, Calls, and Notes.
  • Lead View: It is where you can see all activities and interactions that you made with a lead.
  • Leads View: It’s where you can see all the leads you have in your account. Or the result of a Smartlist or a search typed in the top navigation bar.
  • Workflow: It consists of a series of sequential steps that allows you to monitor the lead/customer’s progress in the pipeline.
System search
  • Smartlist: or Smart View. Simply, it is a list of leads that the system pulls from your CRM following criteria specified in a query.
  • Query: It’s the essential component for building a Smartlist. Precisely, it’s a specific request for lead retrieval among your CRM.
aNinja Keys & codes

Have any specific questions about the aNinja terms? Please leave us an email at support@aninja.com. We’re more than happy to offer you clarifications.

Changing the Lead’s Status in the Workflow

Changing the Lead’s status in the workflow represents the lead’s position in the Sales/Marketing pipeline until you turn him into a customer.

Changing the Lead’s Status in the Workflow

  • Search for your lead in the top navigation bar
  • Type any info you have on your lead (name, company, phone number, email, custom fields, etc…) and aNinja will bring the results to the leads view. Click on the lead and you will be redirected to his lead view.
  • Then, when in the Lead View, at the top of the page, you can manipulate the status of the lead in the workflow. This allows you to keep a close follow-up on the lead’s progress from prospect to closing.Changing the Lead's Status in the Workflow

Activities using the workflow steps

Dashboard Widgets

Dashboard widgets bring you the report on the workflow of your  latest activities and interactions that you make in aNinja.Dashboard widgets

Resizing & Moving Widgets

You can change the size of the widgets (shrink / expand), and relocate them on the dashboard however suits you. They will maintain the size and location next time you visit your dashboard.

Enabling & Disabling Widgets

You can manage which widgets to enable or disable by clicking on the top right gear icon in the dashboard view. This shows you a list of available widgets and you can choose to toggle them on or off.

Types of Widgets

Widgets are of 2 types:

System Widgets

These widgets are created by the system. They bring you reports on the workflow of your activities and more.

  • Latest leads: See the latest leads entered into aNinja (manually, via API, or bulk)
  • My Tasks: Shows all tasks assigned to you
  • Bulk Sequences: Shows bulk email sequences & bulk text sequences and their status
  • Latest Incoming: Shows you the latest incoming interactions (email / text)
  • My latest Incoming: Shows your latest incoming interactions (email / text) – also includes texts coming to group numbers
  • Last Viewed: Quickly see the latest viewed leads
  • Outgoing Sequence Emails by day: See how many outgoing email sequences have been sent out
  • Workflows Summary (ASR): See All Steps Reached (ASR) summary across all workflows
  • Workflows Summary (LSR): See last Last Step Reached (LSR) summary across all workflows
  • Chatbot Conversations: See latest chatbot conversations
  • These are the result of the Smartlists you have created.
  • Enable each Smartlist from the gear on the top right of the dashboard, and you will see it on the dashboard as a widget.