In MyDataNinja, two of the most important things are costs and revenue. data about costs comes from different networks, but data about revenue can be synced by three methods, those are API, Postbacks, and CRM.
Using MyDataNinja’s simple “Basic CRM 1.0”, or integrating your own, is one way to have data about revenue and connect it to advertisements. You can create and customize MyDataNinja’s simple CRM. MyDataNinja simplifies the data managing process and gives you fast access and customized managing options.
What is CRM
CRM, also known as customer relationship manager, is a system businesses use to manage interactions with customers. It helps companies keep track of customer data, improve relationships, and boost satisfaction. By organizing information from sales, marketing, and support, CRM systems make it easier to understand customer needs and personalize interactions. This leads to better customer service, higher sales, and improved retention.
How to Create a New, MyDataNinja Basic CRM, or Integrate Existing One
After you log in, inside the tool, click CRM, then add new. After that, you have to decide if you want to integrate your own from supported options or create and use MyDataNinjas’ basic CRM. MyDataNinja CRM is a blank page for you, but if you integrate from other options, you should already have an active one. First, let’s talk about creating MyDataNinja’s basic CRM 1.0. This also helps you automatically create “landing pages” and build forms for your CRM and lists.
Creating MyDataNinja CRM From Scratch
There are multiple steps in CRM creation, and every one of them has a different role to fulfill. You can customize everything from technical details to overall design. Let’s start with the tutorial.
Our CRM is based on lists (forms), meaning you can create different lists depending on your needs and fields, and you can select different unique fields, (Unique fields will be marked with a “fingerprint” icon, etc.
Fields
You can name your chosen or created field from the list name window.
After clicking the “Add new field” button, you will see more options.
- Age of the customer
- Their needs (let’s say in the case of owning a dental clinic)
- Their history
- Etc.
While configuring your new field, there will be different kinds of fields.
- Required – Required field means that if the user does not fill out this field, they can not submit the application
- User Fillable fields – This is the field that a user can fill out
- Text field – Users must write something in this field (Text input)
- Number field – Users must fill this field with their mobile number
- Email field – Users must provide their Email addresses
- Select field – Users must select one option from the given selections
- File filed – Users must provide some kind of file
- Image – Users must provide some kind of picture
Statuses
- Default (meaning just submitted, this is a first, default status)
- Active (meaning either in progress or under review or any other thing you decide you need)
- Canceled (meaning the lead that got canceled, refunded, or not needed anymore)
- Done (meaning the successful lead. This is the most important status, this means that the user made a purchase. When you change the user status to “done”, it automatically transfers this lead to the sales data.) You can add as many statuses as you want in any of the categories given, other than the default one, in default you can only add 1 status option.
Our statuses are list-based, meaning you can have different kinds of statuses in different kinds of lists.
Access
In this field, you just manage who can see or potentially edit your CRM. you simply invite them with their emails and that’s it. Now they can either see or sometimes manage your CRM.
Configuration
This might be the hardest part to understand. In this field you choose the currency of your CRM base, here you should choose the currency that your company uses to sell products. Then there are the “choose lead profit” and “choose lead value” fields. I will explain each one separately. Every lead comes from advertisement, so this is where lead value and lead profit should come from.
- Choose lead value – there are also two options, manual and fixed. While choosing fixed, you enter the value of the lead, but if you choose the manual option, you should manually fill out that information about revenue for each lead.
- Choose lead profit – in this field, you have two options, fixed and manual. While on manual, you manually (meaning if you keep the field empty, API will be automatically filled after the sale, or you can manually fill out each of the fields) enter the profit for each lead. When it comes to fixed options, you get two variations, you can enter the fixed profit amount for each lead or you can enter the percentage which will calculate profit from value. The percentage will be calculated based on the “choose lead value” field.
Integration
This is where you design your integration forms, you can change or add form titles, logo text, form descriptions, templates, and more. Also, if you want to integrate your website there are four ways to do so.
- Sharing links to your customers and after they fill it out, you get the information (link sharing).
- Integrate using Iframe.
- Integrate using the API option.
- Using Javascript
Using an online form builder is beneficial in many ways: A short form builder is beneficial when creating forms because it makes the process quick and easy, encourages higher completion rates, and minimizes user drop-off. It also allows for customization and integration with other tools, simplifying data collection, and analysis.
Our form generator is very easy to use and design. also comes with an automatic tracker and link share, with many integration options. Also, your forms are automatically equipped with NJIDs, meaning they are automatically tracked and the data is sent to your CRM. After your form is created, everything happens automatically, even if you use a link to share your form. remember, every form is unique depending on your chosen unique field.
Success
Congratulations, you just created your own MyDataNinja basic CRM.
Integrating Your Already Existing CRM
There are different options for integrations, such as Facebook leads and WooCommerce, other options are being in development and will be here very soon. Integration is very simple, when it comes to Facebook leads, you just click it, then choose your account, and decide if you want to sync old leads and a form you want to connect to, that’s it.
In the case of WooCommerce, you should add your website first, if you have any trouble doing so, consider reading our blog about “How to Connect MyDataNinja Account to My WooCommerce Store”.
With overall account adding, you can check out our tutorial about “How To Connect Your Ad Accounts To MyDataNinja“
More Information About MyDataNinja’s CRM
In MyDataNinja’s basic CRM, you can change statuses for different users, manage their names and emails, and determine values and profits. Also, you can choose different operators, and manage comments.
MyDataNinja Features
MyDataNinja CRM has many features, let’s explain the most useful ones:
How to Use CRM Form
As I mentioned, MyDataNinja created a CRM form for you, this is how you get the data from your advertisements. There are two ways to do so:
- Sharing links to your customers and after they fill it out, you get the information (link sharing).
- Integrate using Iframe.
Choosing Operators
With MyDataNinja’s CRM, you can choose different operators for each of the leads. it is again, a very straightforward process, you just click on the choose operator window and from there, choose the desired operator for the lead. Shown in the picture below.
Adding Comments
You can also add comments to each lead. By clicking the “Add comment” window, you can write your wanted comment to desired lead. shown in the picture below.
How to Change Statuses
Changing statuses is a very easy process, after you create or integrate CRM, go to the CRM page, there you will see statuses and click on it. This is the panel from where you can change the statuses of the leads. shown in the picture down below.
Other Features
You can also filter your list, change through different lists, change your view, add leads, configure, integrate, and search your desired leads. All are shown in the picture below.
In the value input, you can see the price of the order, whereas in the profit input, you can see the profits your business has generated.
Leads are connected to contacts and advertisements, this is because when the order is placed, you’ll know from which Ad this order came. But sometimes, leads might not be connected to a specific Ad, in that case, when the lead comes, you manually connect it to a specific advertisement.
If you need any help with CRM use, feel free to contact our support team.
