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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.

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

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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!

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.

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.

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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.

Mogli's Core Salesforce SMS Messaging Features

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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