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Form Templates

Whether you're getting registrations, collecting feedback, running SMS surveys, or streamlining client interactions, Mogli’s Form Templates help you deliver a more engaging experience through text messaging. 

Create dynamic experiences powered by branching logic and improve data collection with Mogli’s built on Salesforce technology.

Send Intelligent SMS Surveys & Text Feedback Forms

with Mogli

Explore the Features That Power Improved Data Collection, Higher Response Rates, & Scalable Engagement.

Form Template Wizard

Design form templates in a breeze! Using Mogli's guided Form Template Wizard, build out questions, answers, advanced logic, and more. Preview exactly how your Form Template will appear to recipients within the streamlined, WYSIWYG interface - then simply save, validate, and active your Form Template for immediate use.


Custom Question Paths

Create straight-forward, linear paths for your recipients to follow when answering their SMS based Form - OR - go the dynamic route. Craft unique question paths by designing Form Templates with multiple choice, numeric, or free text prompts. This Form Template flexibility allows your teams to get creative with data collection - all from SMS!


SMS Surveys

Build on-brand, custom surveys to gather and collect feedback directly from SMS responses, while displaying results right where you need it - in Salesforce. Capture results like NPS, CSAT, and more, giving your teams the instantaneous data they need centralized in one core platform.


Enhanced Salesforce Data

Collect key data via Form Template responses that can then be leveraged directly in Salesforce to update, and even create, records. Auto-create net-new Leads to nurture through your pipeline, collect updated alumni info, capture critical registration details from event attendees — the possibilities are endless — all with Form Templates.

Trusted By Thousands of Salesforce Users

UCB
Mathnasium
Wharton
Easterseals
Gusto
George Mason University
Houston Public School District
Sandra Day O'Connor College of Law
MADD no more victims
Michigan State Uni
National Credit Care
National Laser Institute
OppLoans
Proyector Mirador
University of Pitssburgh

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Frequently Asked Questions

Can you create a survey in a text message?
Yes! Mogli’s SMS software allows you to create and deploy custom text surveys to collect feedback directly from text responses. Use Mogli Form Templates to design linear or branching surveys that your recipients can take right from their phones.
How do you create SMS form templates with Mogli?
Creating form templates in Salesforce is easy with Mogli. Just use the WYSIWYG interface of our guided Form Template Wizard to design questions, answers, and branching logic for custom or linear SMS surveys.
Does SMS survey data get added to your Salesforce org?
Yes, Mogli automatically captures all survey data received via your Mogli Form Templates responses. Survey data captured can also declaratively create or update existing records, without the need for complex automations.

Ready to Make Texting on Salesforce Easy?

Other providers may enable you to send basic text messages, but you can do much more with Mogli. When you combine our powerful, built on Salesforce technology with the smarts and support of our people, you’ll unlock unlimited texting possibilities. Contact our team of experts to learn how we can make texting easy and impactful for your organization.