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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.

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Easily Collect Data & Engage Stakeholders Directly in Salesforce

Grab recipients’ attention with quick surveys they can complete directly from their messaging app.

  • Quickly build linear or branching surveys to reflect the simplicity or complexity of different lines of questioning using an intuitive interface.
  • Your audience automatically receives the next message or question that’s most relevant.
  • Data automatically flows to your Salesforce contact records.
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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

Designing text message forms is 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 our streamlined, WYSIWYG interface—then simply save, validate, and activate your Form Template for immediate use.

Custom Question Paths

Create straightforward, linear paths for your recipients to follow when answering SMS-based forms, or go the dynamic route. Craft unique question paths by designing Form Templates with multiple-choice, numeric, or open-ended text prompts. This Form Template flexibility allows your teams to get creative with data collection—all through SMS!

Enhanced Salesforce Data

Collect data via Form Template responses that you can leverage directly in Salesforce to update existing records or even create new ones. Auto-create net-new Leads to nurture through your pipeline, collect updated alumni info, or capture critical registration details from event attendees. The possibilities are endless with Mogli Form Templates.

SMS Surveys

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

Trusted By Thousands of Salesforce Users

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5-Star Reviews from Mogli Clients

Don’t just take it from us — listen to what our clients say about their experiences with Mogli

"We have loved using Mogli SMS. We love that it sits directly inside Salesforce, is able to be automated, and it's clean and easy to use."

Micah Peterson Total Wealth Planning

"Texting through SFDC has been an essential addition to our work, and the Mogli team has been responsive and helpful throughout our setup and use."

Nadja Jepsen Chime Scholars Foundation

"Obvious choice for a texting service that lives naturally in Salesforce."

Erik Bergs St. Cloud Technical & Community College

"Kind, Detailed, and Attentive."

Morgan Butler Embrace Grace

"Mogli was so easy to onboard, it's simple to use, and it integrates seamlessly with Salesforce."

Heather Raine Grove City College

"I am a proud Mogli user and will recommend it to anyone who may use SMS for business."

Kevin Meredith Advanced Diabetes Supply
"Good luck finding a better option."
Dan Yorsh Aryval
"Mogli + Automaton = Time saved."
Jim Schebek Working Credit NFP
“We have relied on Mogli for our texting service for multiple years.”
Leanetta Malone Park University

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. Captured survey data can also declaratively create or update existing records, without the need for complex automations.
What’s the advantage of a built on, built for Salesforce app?
Using an SMS app like Mogli that’s built on Salesforce, rather than one that just integrates with it, makes a major difference. Our developers and support team are true Salesforce experts, and we’re devoted to bringing you the easiest Salesforce texting experience possible. Keep your team inside Salesforce 24/7, skip the learning curve, and leverage all the features you know and love—now with text messaging.
How much support is available for Mogli users?
Mogli’s 100% U.S.-based support and onboarding teams are here to help you through every step of your texting journey. Get side-by-side implementation support, personalized guidance, and fast response times. Plus, you can access our full resource library of user guides, technical help docs, and regulatory news at any time.
What is Mogli’s pricing model?
We offer four customizable pricing plans : Starter, Standard, Elite, and Enterprise. Every plan is priced annually and includes —no need to worry about racking up costs for user licenses!
Are there special pricing options for nonprofits?
Yes! Many 501(c)(3) nonprofit organizations qualify for discounts. Contact our team to learn more about your options.

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Collect Data Faster with Mogli Form Templates & SMS Surveys

Schedule a demo with our team to learn how our easy-to-use Salesforce texting app can drive better results for your organization.
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