1. How can you send bulk messages using reports in the application?

To send bulk messages using reports in Lead Manager Ninja is highly recommended and simple. You need to search for an existing report or create a new report by clicking on the "New Report."

After creating a new one, ensure that you have applied all necessary filters and the reports consist of the required columns, particularly the RecordID column. Once the report is ready, use the bulk messaging feature available on the application and select leads from the report, draft and use the predefined message template, and then send the bulk messages to all leads instantly.

2. What steps are necessary to create a new report or use an existing one for sending messages?

To create a new report or use an existing one:

• You may either locate an existing report or generate a new one by selecting "New Report" inside the application.
• When compiling the report, verify the inclusion of all pertinent data, including the Lead ID column.
• You may add or adjust any custom filters to enhance the report, displaying just the precise leads you choose to target.
• Once the report is generated or altered, store it for use in the bulk messaging tool.
• The stored report will be available to use in the bulk report messaging part of Lead Manager Ninja, allowing you to start with sending the messages.

3. Why is it important to add the Record ID column while creating a report?

The record ID column is unskippable as it serves the best and quickest way to identify each lead within the Salesforce system. Without this feature, the system may not be able to provide you with an appropriate target and send messages to the right leads. Record ID also ensures merge fields are replaced correctly.

Record ID also ensures that the bulk messages are sent to the decided recipients and that the reporting and tracking features within the Lead Manager Ninja application function adequately. It's essential for proper lead management and accurate messaging.

4. How can you apply or modify filters in the report before sending messages?

To apply or modify filters in the report, follow these steps:

Open the report and click on the "Edit" button to modify it.

Access the "Filters" area to set up custom filters that refine the lead list according to specific criteria, such as last name, lead status, or other pertinent fields. Existing filters may be removed or modified by removing or modifying them as necessary.

After establishing your preferred filters, click "Apply" to examine the filtered list and "Run" to preview the final entries that satisfy the requirements.

Upon verifying the list, save the report for bulk messaging purposes.

5. How do you select the correct phone number for sending bulk messages from the report?

If your business has multiple phone numbers associated with your Salesforce account, you have the option to choose which number you want to use for sending the bulk messages. When you go to the bulk messaging feature after selecting your report, there is a dropdown menu labeled “From.” From this dropdown, you can select the specific phone number (or sender ID) that you want to use. This allows you to personalize the messaging experience and ensures that the messages are sent from the appropriate number for your business.

6. What is the process of using or creating templates for the bulk messaging feature?

While sending the bulk messages, you have two options: either type a new message (only for Telegram and SMS/MMS) or choose a predefined message template (for all communication channels). If you wish to choose a predefined template, click on the "Insert Template" button to choose from existing templates within the system.

On the other hand, if you wish to create a new template based on your needs, you can create one before sending the message.

• Once you complete the template, the content will automatically get inserted into the template message box.
• After selecting the template, the content will be automatically inserted into the message box.
• Templates save time and ensure consistency in messaging, allowing for a smooth and efficient bulk messaging process.
• Once the template is selected or the message is typed, you can simply click "Send" to deliver the message to all the leads in your report instantly.