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ANONYMOUS LEADS
OPTIONAL VARIATION on LEAD records
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When someone sends an incoming text to one of your Gateways (outbound phone numbers) if Mogli cannot find an existing record with a matching Mogli Number, a Lead entitled Anonymous Lead from Mogli will be created.
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APPLICATION SETTINGS
TAB
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Where Admins can go to configure Contact and Lead merge fields, turn on/off Anonymous Leads, assign users to certain Gateways, and modify their global Default Gateway.
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ASYNC TASKS
CUSTOM OBJECT
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Stores records for bulk sends to be delivered in batches.
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BULK SMS/BULK SMS LIGHTNING
TAB/FUNCTIONALITY
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Send a message to multiple recipients at the same time. Send directly to a Campaign, Report, and to any other records on which Mogli is configured.
Learn more about mass messaging here. >>
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CARRIER/MESSAGING PARTNER
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A communications provider supplying Mogli with messaging capabilities. Also, a provider hosting your recipients’ mobile capabilities.
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CONVERSATION VIEW
LIGHTNING COMPONENT available on all Standard and Custom Objects
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A visually interactive display of your last 300 incoming and outgoing messages to and from your recipient (including 1:1 conversations, bulk messages, scheduled messages, and automated conversations).
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DEFAULT GATEWAY
CUSTOM FIELD
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The outbound phone number your recipient most often receives their text messages from. (Optional to populate)
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FORM
CUSTOM OBJECT
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The record that stores the questions and responses to a survey or automated conversation (Form Template) you’ve created.
View all Form Template articles here. >>
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FORM TEMPLATE
CUSTOM OBJECT
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Allows you to create linear or branching automated conversations and surveys. When someone finishes a survey, a Form record is created storing information with all questions and responses.
View all Form Template articles here. >>
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GATEWAY
CUSTOM OBJECT
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An outbound phone number - the numbers from which your recipients may receive text messages. Mogli configures your Gateways with our messaging partner.
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INTELLIGENT ROUTING
STANDARD FOR SOME PLANS or ADD-ON FEATURE
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Our shortcode workaround. Provides speedy delivery of bulk messages to more than 100 recipients by spreading traffic over a bank of phone numbers. Mogli chooses the best phone number from which to send the message according to the recipient’s country code, area code, or previous phone numbers.
Want a shortcode? We support those, too. Let's connect!
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MERGE FIELD
SALESFORCE VARIABLE
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A variable you can pull into 1:1 conversations, bulk messages, or SMS Templates that populates a value from any Standard or Custom field.
View all Template articles here. >>
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MOGLI AVATAR URL
CUSTOM FIELD
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(In Lightning only) The field containing a URL of an image to be associated with a recipient within Conversation View. If left blank, the recipient’s initials will display in its place.
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MOGLI NUMBER
CUSTOM FIELD
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The reformatted Mobile number which is auto-populated by a workflow from the value in the Mobile field. It is a unique identifier for each Salesforce record. The workflow removes spaces, parentheses, and dashes from the Mobile field, reformatting it like this: +12223334444.
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MOGLI OPT-OUT
CUSTOM FIELD
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The checkbox field on a record identifying whether the recipient has provided opt-in consent. When checked, Conversation View is disabled for the record, and users will no longer be able to send the recipient a message.
Read all Opt-In related articles here. >>
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MOGLI NOTIFICATIONS
LIGHTNING COMPONENT in the UTILITY BAR
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Allows users to be notified by a blinking component and an audible chime for incoming texts matching their specified criteria.
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QUERY STRING
CUSTOM FIELD on the FORM TEMPLATE record
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The unique inbound keyword initiates an automated conversation or survey. Ex. - Text REVIEW to 555-666-7777 to rate Mogli Theater’s performance of ‘SMS Side Story.’ ‘REVIEW’ is the query string.
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NOTIFICATION SETTINGS
TAB
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The tab where all notification preferences live for each user.
Learn more about Mogli's notification settings. >>
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QUESTION TEMPLATE
CUSTOM OBJECT
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This record stores a script of all potential questions/statements in your Form Template.
View all Form Template articles here. >>
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QUESTION RESPONSE
CUSTOM OBJECT on the FORM record
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The record storing responses to specific questions from a survey or automated conversation (Form Template), contextualizing responses so you can report, dashboard, and run automations off of certain answers.
View all Form Template articles here. >>
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SETUP MOGLISMS
TAB/BATCH PROCESS
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The tab to set our batch process interval, which can be set anywhere from 1-10 minutes. When the batch runs, incoming SMS records will be associated with Standard and Custom Objects. Confirm the length of your batch process by going to Setup > Scheduled Jobs. When the Mogli team configures, your batch is automatically set to run at 5-minute intervals.
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SMS TEMPLATE
CUSTOM OBJECT
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Pre-created, canned messages, readily available from a drop-down menu in Conversation View or Bulk SMS/Bulk SMS Lightning. They can initiate an outbound survey or automated conversation (Form Template). Alternatively, they can simply be sent by themselves to quickly share a single message. For every Form Template, an SMS Template must be created with the exact text from the First Question.
View all Form Template articles here. >>
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