![]() ![]() (Back to top □) How do I see and keep track of who sent what to which recipients? A quick and easy Process Builder outlines in the Mogli user guide automatically checks or un-checks the opt-out option when somebody texts in the single words: stop, start, or more. When checking the box, we can see that the conversation view is disabled. The Mogli opt-out checkbox can be modified manually or by way of automation. (Back to top □) Auto opt-in and auto-opt out of text messaging This gateway is the global default gateway. If the default gateway field is blank, then the Conversation View "default" gateway sends from the gateway value specified in the Mogli application settings. To ensure the recipient doesn't receive text messages from multiple phone numbers, the user selects the most frequently used gateway before sending their text. If multiple Salesforce users text message one recipient, the populated gateway field shows users which gateway is most popular. Selecting a gateway is useful for keeping consistency in your communications for your recipients. However, feel free to modify the gateway name, which appears your dropdown menus in Conversation View and Bulk SMS. These fields typically remain unmodified as they tie directly to Mogli's messaging partner. If you click on a gateway in the Gateways tab, information surrounding the particular phone number displays. A gateway is the phone number over which messages are sent and received. We use the term gateway to define our outbound phone number. (Back to top □) What is a mobile gateway?Īll of our outbound phone numbers live in the Gateways tab. Beneath that field is the default gateway field. Every time an incoming message arrives, Mogli associates the message with an existing record that matches the sender's Mogli number. The Mogli number acts as a unique identifier for every record. ![]() Once your Mogli number field appears like this, you'll be ready to send and receive texts with their recipient. Your Mogli number is a uniquely formatted mobile number populated by a workflow that runs off the mobile field, adding the country code and removing non-numerical characters. The mobile field is a standard Salesforce field, which is instrumental in populating the Mogli number field. ![]() What if we don't have a record of someone who texts into Salesforce? Where does all the Mogli form template information live inside Salesforce? Set up my incoming text message notifications How will I know if someone responds to my message? Send a text message with Mogli in Salesforce Keep track of who sent what to which recipientsįind records of your org-wide text-message history Auto opt-in and auto-opt out of text messaging ![]()
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