Mogli Blog | SMS & WhatsApp™ text messaging for Salesforce

Boost Your Efficiency with Mogli Scheduler: The Ultimate Mobile-First Scheduling Solution

Written by Mogli Team | Thursday, July 25, 2024 2:45 PM

 

It’s here! Introducing Mogli Scheduler – a mobile-first scheduling solution designed to seamlessly integrate with Mogli SMS and Salesforce. This powerful tool offers the easiest and most efficient way to allow leads and contacts to schedule meetings with your team, helping your organization reduce friction and increase conversion rates.

What is Mogli Scheduler?

Mogli Scheduler is a state-of-the-art scheduling solution built for organizations that leverage text messaging to boost engagement. It provides an elegant, mobile phone-ready experience, enabling your leads and contacts to complete the scheduling process in an experience designed for their preferred mobile device. By leveraging the power of SMS, Mogli Scheduler ensures that scheduling and appointment setting are as seamless and efficient as possible for all parties.

Key Features of Mogli Scheduler

Automated Lead and Contact Creation

Mogli Scheduler supports automated lead and contact creation in Salesforce through automated SMS conversations facilitated by Mogli. This feature allows for a smooth and efficient onboarding process, ensuring that new leads are quickly and accurately added to your system.

Customized Scheduling URLs

With Mogli Scheduler, you can generate customized scheduling URLs that provide engagement analytics and tracking. These URLs are designed to automatically prepopulate form fields with known contact information, reducing the time and effort required from your leads and contacts to schedule meetings.

Seamless Calendar Syncing 

Scheduler syncs with Gmail and Microsoft Calendar providers, with additional calendar providers planned for future integration. This ensures that all your appointments can be integrated into your existing calendar systems, making scheduling easier than ever.

Web Interface for Scheduling

While Mogli Scheduler is designed for use with Mogli SMS, it also includes a comprehensive web interface for scheduling and administrative functionality. This web interface provides flexibility, allowing you to manage your scheduling needs without being limited to SMS alone.

Why Choose Mogli Scheduler?

SMS-Driven Scheduling

Mogli Scheduler is specifically designed for initiating meeting scheduling through SMS, with mobile-ready layouts. It is the only known scheduling solution that supports the auto-creation of leads and contacts in Salesforce via SMS conversations, with subsequent prepopulation of key scheduling fields in a mobile interface via a trackable URL.

Built for Salesforce

All Mogli Scheduler features and activity history are fully integrated within Salesforce, providing easy reporting, automation, and bulk messaging capabilities via Salesforce campaigns and reports. For bulk messaging, you can send customized, branded scheduling URLs that prepopulate scheduler webform fields for recipients, significantly reducing friction in the scheduling process.

Optimize Your Salesforce Investment

Mogli Scheduler enhances the value of your Salesforce and Mogli purchases by creating an end-to-end engagement solution. By adding Mogli Scheduler (or a package that includes it), your team can:

  • Build inbound lead flow and meeting scheduling via automated SMS conversations.
  • Mass send scheduling links via SMS using Salesforce reports and campaigns, and track scheduling/click-through rates in Salesforce.
  • Track clicks on branded links to determine if contacts/leads are engaging with scheduling links but not completing the scheduling functions.
  • Run automations (Flow) in Salesforce based on a meeting being scheduled, a URL being clicked, or a contact/lead being created.

Mogli Scheduler is more than just a scheduling tool – it's a comprehensive solution designed to enhance efficiency, reduce friction, and increase conversion rates. By integrating seamlessly with Mogli and Salesforce, it provides a powerful platform for managing your scheduling and appointment setting needs. Whether you're looking to streamline your lead generation process or improve customer engagement, Mogli Scheduler is the ultimate solution for modern businesses.