Text messaging in Salesforce® affords Financial Service teams multiple ways to improve efficiency and client relations. Implementing an SEC-compliant text message strategy and policy provides your Financial Institution with an immediate communication channel while minimizing legal risk. Text messaging boasts sky-high 98% read rates, and a response is typically received within 90 seconds. Additionally, text message automation and templates enable scalable communications with elegant workflow sequences and on-brand messaging, even within lean teams. Templates save your team tons of time!
Whether you’re sending bulk messages to tens of thousands of people, or if you’re engaging with a single client in one-to-one messaging, you can utilize templates within a multitude of messaging scenarios. You can also leverage templates in linear or branching surveys and forms for everything from lead generation and qualification - data collection and feedback surveys. This template guide download will set you up for success.
Templates ensure consistent and personalized messaging, keeping you within the control of your organization’s representation. Whether you have one Salesforce admin managing your messaging, or multiple Mogli users (such as insurance agents, real estate agents, lending agents, wealth managers, or otherwise), templates safeguard your brand.
Mogli permission sets allow you to customize access to your templated messages, which is essential for keeping detailed historical message records for audits and data reporting, and insights.
This template guide serves as inspiration for both Mogli users seeking to expand upon how they apply their existing tools and Mogli!
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