Mogli Speak | Terminology to know for text messaging on Salesforce®

mogli speak for salesforce knowledge base articleCongratulations! You're finding your way through Mogli on Salesforce. Here's a short list of terms that will help you navigate and understand your work in creating elegant and effective communications campaigns.

If you're curious to learn more about Mogli features and functionality, visit our Features & Benefits page.

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ANONYMOUS LEADS

OPTIONAL VARIATION on LEAD records

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.

APPLICATION SETTINGS

TAB

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.

ASYNC TASKS

CUSTOM OBJECT

Stores records for bulk sends to be delivered in batches.

BULK SMS/BULK SMS LIGHTNING

TAB/FUNCTIONALITY

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.

CARRIER/MESSAGING PARTNER

A communications provider supplying Mogli with messaging capabilities.  Also, a provider hosting your recipients’ mobile capabilities. 

CONVERSATION VIEW

LIGHTNING COMPONENT available on all Standard and Custom Objects

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)

DEFAULT GATEWAY

CUSTOM FIELD

The outbound phone number your recipient most often receives their text messages from.  (Optional to populate)

FORM

CUSTOM OBJECT

The record storing the questions and responses to a survey or automated conversation (Form Template) you’ve created.

FORM TEMPLATE

CUSTOM OBJECT

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.

GATEWAY

CUSTOM OBJECT

An outbound phone number - the numbers from which your recipients may receive text messages.  Mogli configures your Gateways with our messaging partner.

INTELLIGENT ROUTING

STANDARD FOR SOME PLANS or ADD-ON FEATURE

Our short code 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.  

Still want a short code?  We support those, too. 

MERGE FIELD

SALESFORCE VARIABLE

A variable you can pull into 1:1 conversations, bulk messages, or SMS Templates that populates a value from any Standard or Custom field.

MOGLI AVATAR URL

CUSTOM FIELD

(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.

MOGLI NUMBER

CUSTOM FIELD

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.

MOGLI OPT-OUT

CUSTOM FIELD

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.

MOGLI NOTIFICATIONS

LIGHTNING COMPONENT in the UTILITY BAR

Allows users to be notified by a blinking component and an audible chime for incoming texts matching their specified criteria.

QUERY STRING

CUSTOM FIELD on the FORM TEMPLATE record

The unique inbound keyword which 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.

NOTIFICATION SETTINGS

TAB

The tab where all notification preferences live for each user.

QUESTION TEMPLATE

CUSTOM OBJECT

This record stores a script of all potential questions/statements in your Form Template.

QUESTION RESPONSE

CUSTOM OBJECT on the FORM record

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.

SETUP MOGLISMS

TAB/BATCH PROCESS

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.

SMS TEMPLATE

CUSTOM OBJECT

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.