What's New
Simplify Form Creation with the New Mogli Form Template Wizard: Design complex SMS forms with ease using our guided tool to streamline your communication workflows.
Customizable Mogli Message Length Limits: Administrators can now set message length limits, managing costs and ensuring delivery with clear user warnings.
Optimize Storage with Scheduled Record Cleanup: Automatically delete old SMS User Acknowledgement records; schedule daily cleanups for efficient storage.
Improvements
Renamed Tabs and Components for Improved Clarity: Tab and component labels have been updated for better clarity and consistency across the platform.
Improved Gateway Record Search & Display: Gateway records are now searchable by Name, Phone, or Type and displayed in paginated sets of 20 for faster access.
Faster Conversation View Performance with Lazy Loading: The Conversation View now loads Mogli URLs incrementally, improving speed and stability.
Resolved Issues & Bugs
Conversation View
Corrected Message Display After Number Changes: Previously, removing a Mogli Number from a record would cause the Conversation View to display messages related to the old number. This has been resolved, and the Conversation View now accurately reflects the current record after a refresh.
Mobile Conversation View Updates: Mobile Salesforce users can now see incoming Mogli Messages in real-time within the Conversation View Lightning Web Component without needing to refresh the page.
Telnyx Message Duplication: Addressed an issue where, on occasion, one incoming message via Telnyx would create two incoming SMS records.
Gateways and Notifications
Notification Preferences: Users will now only receive notifications for Mogli Messages related to gateways they have access to and for which they have set notification preferences.
Gateways Table UI Fix: The Gateway data table UI has been updated to create a better user experience when selecting "Edit Gateway" from the dropdown menu, especially when the org has only a few gateways.
WhatsApp Gateways Freeform Messaging Issue: Resolved an issue where responding to one WhatsApp Gateway incorrectly opened freeform messaging for all gateways. Freeform messaging is now correctly limited to the gateway being responded to.
Settings and Configuration
Mandatory Opt-in Settings: Disabling the "Mandatory Opt-in" setting in Mogli Settings now also automatically disables the "Create Opt-in for Incoming" field, ensuring consistent behavior.
Message Segment Population: Resolved an issue where incoming messages created by an authorized user via the connected app did not have message segments populated.
Merge Field Errors: The system now handles incorrectly configured merge fields (typos, etc.) without disrupting the ability to send or receive messages.
Mogli URL Engagement Tracking: The engagement tracking feature will no longer break if a user edits the title of a non-personalized Mogli URL link.
Mogli Forms and Templates
SMS Template Creation: Users no longer receive a "null object error" when attempting to create an SMS Template without message content.
Form Completion Logic: Mogli Forms will now only be marked complete once all Question Response records are updated with Response Text.
Community User Permissions: The Managed Community User Permission set has been updated to include access to bulk message sends.
Feature and Improvement Details
New: Streamline SMS Data Collection with the Mogli Form Template Wizard
The Form Template Wizard revolutionizes SMS form creation within Mogli, transforming complex data collection into a simple, guided process. This intuitive tool allows users to design dynamic, interactive forms for various purposes, from gathering feedback and conducting surveys to managing client interactions, all directly through SMS. Its step-by-step interface empowers users to build sophisticated forms without requiring technical expertise, ensuring a smooth and efficient workflow."
Key Features:
The wizard simplifies form development with a suite of powerful features:
Guided Creation: A step-by-step process simplifies form building, making it accessible for all users.
Flexible Question Types: Design forms with diverse question formats, including multiple-choice, free-text, numeric, and date, to capture varied data.
Dynamic Branching Logic: Implement conditional paths to create adaptive forms that personalize the recipient's experience.
Live Preview: Visualize your form in real-time before deployment, ensuring accuracy and optimal presentation.
Easy Editing: Modify existing forms with ease, directly within the wizard.
Seamless Salesforce Integration: Automatically map responses to Salesforce records, enhancing data management and reporting capabilities.
For detailed instructions on creating and managing forms, please refer to the Mogli Form Templates User Guide article.
Benefits and Use Cases:
The Mogli Form Template Wizard is designed to enhance engagement and streamline data collection for a wide range of industries. It empowers businesses in education, healthcare, nonprofits, and commercial sectors to:
Enhance Engagement: Create personalized, interactive forms that capture recipient interest and increase response rates.
Improve Data Accuracy: Automate response mapping to Salesforce, minimizing manual data entry errors.
Streamline Workflows: Reduce the time and effort required to create and manage forms, enabling more efficient operations.
Increase efficiency: Save time with reusable templates and automation options.
This tool is ideal for any organization looking to leverage SMS for effective communication and data gathering.
Note: Please review the Upgrade Instructions at the end of these release notes for the steps to enable the Mogli Form Template Wizard.
New: Take Control of Your SMS Messaging with Flexible Message Limits
Flexible Message Limits empowers administrators to manage SMS communication effectively by setting custom length restrictions on messages sent through Mogli. This feature helps prevent users from sending excessively long messages, controlling costs and ensuring messages are concise and readable. By setting limits on either segments or characters, administrators can tailor message length policies to suit various user groups and communication needs, ultimately enhancing the efficiency and clarity of SMS interactions.
Key Features:
Customizable Message Limits: Set maximum message lengths based on segments or characters.
Cost Control: Prevent unintended multi-part messages and associated carrier charges.
Enhanced Readability: Encourage concise messaging for improved comprehension.
Granular Control: Apply different limits to various contexts or user groups.
Warning Message for Exceeding Message Limit
For detailed configuration and usage instructions, please refer to the Flexible Message Limits User Guide article.
Benefits and Use Cases:
This feature is ideal for organizations seeking to optimize SMS communication by:
Maintaining budget control through message length restrictions.
Improving message clarity and recipient experience.
Implementing tailored messaging policies across different user groups.
New: Automatic SMS User Acknowledgement Cleanup
This feature introduces a scheduled Apex job to automate the deletion of SMS User Acknowledgment records older than three months, streamlining data management and optimizing system performance. By automatically removing outdated acknowledgment data, this feature helps maintain a clean and efficient Salesforce environment, reducing storage overhead and improving the speed of related queries and processes.
Key Features:
Automated Deletion: Automatically removes SMS User Acknowledgment records older than three months.
Scheduled Execution: Administrators can configure the frequency (in days) and time of day for the deletion job to run.
Storage Optimization: Reduces the storage footprint of SMS User Acknowledgment records.
Performance Enhancement: Contributes to improved system performance, especially when handling acknowledgment data.
For detailed configuration and usage instructions, please refer to the SMS User Acknowledgement Auto-Delete User Guide article.
Benefits and Use Cases:
This feature is ideal for organizations seeking to:
Maintain a clean and organized Salesforce environment.
Optimize storage usage and reduce costs.
Improve system performance and responsiveness.
Automate routine maintenance tasks.
Scheduling the SMS User Acknowledge Cleanup Job
Improved: Renamed Tabs and Components for Improved Clarity
To enhance user experience and better reflect Mogli's expanding capabilities beyond SMS, several tab and component labels have been updated. These changes aim to improve clarity, reduce potential confusion with other systems, and provide a more intuitive interface.
What Changed:
The following labels have been updated throughout the user interface, including navigation menus, list views, and record pages:
New Label | Old Label |
|---|---|
Mogli Messages | SMS |
Mogli Templates | SMS Templates |
Mogli Forms | Forms |
Mogli Form Templates | Form Templates |
Impact and Benefits:
These label changes do not affect any underlying functionality. The core features and operations remain the same. The primary benefit is improved clarity and consistency, making it easier for users to navigate and understand the platform's various sections and tools.
Automatic Application:
These label changes are automatically applied upon release. No configuration or action is required from users.
Important Notes:
Related List Labels: Please note that related list labels are not automatically changed as part of this update.
Manual Label Customization: Users retain the ability to manually change labels within their Salesforce org if desired, allowing for further customization to fit their specific needs.
Improved: Enhanced Gateway Record Management with Search and Pagination
This improvement significantly enhances the Gateways data table within Mogli Settings, providing users with more efficient tools for managing and navigating Gateway records. Specifically, we've implemented a search bar for quick record location and pagination to streamline the management of large datasets.
Key Enhancements:
Search Functionality:
A search bar has been added to the Gateways data table, allowing users to quickly locate specific Gateway records.
Users can search by Gateway Name, Phone Number, or Record Type.
The search function requires a minimum of two characters to initiate, ensuring accurate and relevant results.
Pagination:
To improve page load times and reduce clutter, the Gateways data table now displays only the first 20 records upon initial load.
Users can easily navigate through the dataset using "Next" and "Previous" buttons located at the bottom right corner of the table.
Benefits to the User:
Improved Efficiency: Finding specific Gateway records is now faster and more efficient, especially when dealing with a large number of gateways.
Enhanced User Experience: Pagination provides a more organized and manageable way to view and interact with large datasets, preventing information overload.
Reduced Load Times: Limiting the initial display to 20 records significantly improves page load times, enhancing overall performance.
Reduced Clutter: The table remains compact and easy to navigate, preventing the Mogli Settings page from becoming overwhelming.
Automatic Implementation:
Both the search and pagination features are automatically enabled upon release. No configuration is required from users. These enhancements are designed to provide an immediate improvement to the user experience.
Improved: Faster Conversation View Performance with Lazy Loading for Mogli URLs
To address performance issues and prevent page crashes when displaying conversations with numerous Mogli URLs, we've implemented lazy loading in the Conversation View. This enhancement significantly improves the user experience, especially in scenarios with extensive URL lists.
Key Improvement: Lazy Loading Implementation
The Mogli Conversation View now loads Mogli URLs incrementally. Upon initial page load, only the first 20 Mogli URLs are displayed.
As the user scrolls down the conversation, the system automatically loads the next 20 URLs, and this process continues until all URLs are visible.
Benefits to the User:
Improved Performance: Lazy loading reduces the initial page load time, especially when dealing with conversations containing a large number of Mogli URLs.
Reduced Page Crashes: By loading URLs on demand, the feature prevents browsers from overloading and crashing due to excessive content rendering.
Enhanced User Experience: Users experience a smoother and more responsive Conversation View, even when navigating conversations with many Mogli URLs.
Automatic Functionality:
This feature requires no configuration. Lazy loading is automatically enabled in the Conversation View for all users.
Important Consideration:
The search feature allows for a comprehensive search of all Mogli URLs shared within a conversation, examining the entire dataset rather than just currently loaded messages to ensure accurate and complete results.
Upgrade Instructions - v5.139.1 (Mount Elbert)
Standard Package Upgrade:
To upgrade to version 5.139.1, first review our Mogli Upgrade Guide. Then click the following link and carefully follow the instructions below: v5.139.1 (Mount Elbert)
Important: Ensure you are logged into the correct Salesforce environment (production or sandbox) before clicking the link, as the installation will proceed in the environment you are currently logged into.
Permission Sets
When upgrading to a new version, we recommend either using the original, out-of-the-box permission sets provided with the latest package or recloning the new managed permission sets after the upgrade as opposed to cloned permission sets from our managed packed to ensure proper access and functionality.
Enabling the Mogli Form Template Wizard
Before you can start using the Mogli Form Template Wizard, you'll need to complete a quick, one-time configuration:
Go to Setup in your Salesforce environment.
In the left-hand navigation, find and click on Tabs.
On the Tabs page, click the button to create a New Lightning Component Tab.
When prompted to select a Lightning Component, search for and choose Mogli_SMS:formTemplateWizard.
Name the tab "Mogli Form Template Wizard"
Enabling the Connected App (If Not Already Completed):
If you have not yet enabled the Connected App as part of a previous upgrade, please review our Enabling the Connected App article for detailed instructions or follow these steps:
Navigate to Application Settings: In your Mogli SMS Lightning App, go to the 'Application Settings' tab to access the Mogli Settings page.
Request or Authorize API Key:
If you do not have a Mogli API key, click 'Request API Key' and follow the prompts.
If you already have an API key, and have not authorized the Mogli API, click 'Authorize'. A new tab will open; click 'Allow'.
Important Note: This authorization step must be performed by a Salesforce user with appropriate permissions. Mogli cannot perform this action via subscriber access.
Enable Mogli Messaging API for Bulk Sends:
If you have already authorized the API (which may be the case if you use Mogli URL or Mogli Scheduler), locate the 'Enable Mogli Messaging API for Bulk Sends' toggle and switch it to 'Enabled'.
Security Note: Once enabled, the toggle will be disabled in the Mogli Settings UI to prevent accidental disabling without Mogli support.
Enable Connected App for Incoming Messages:
Locate the 'Connected App for Incoming Messages' toggle and switch it to 'Enabled'.
Security Note: Once enabled, the toggle will be disabled in the Mogli Settings UI to prevent accidental changes back to the Site Guest User without Mogli support.
Important Notes:
Sandbox Installations: As a part of enabling the Mogli Connected App, there is an automated process to update gateway webhooks to receive message callbacks. If you are enabling the Connected App in a Sandbox, please be sure that your Production gateways are not present in your Sandbox. If they are, you can also check the “Inactive” checkbox on the gateway record within your Sandbox before enabling the Connected App. Failure to check your Sandbox gateways could result in an issue with incoming messages received over these gateways.
Referencing Site Guest User in a Flow: Before enabling the Mogli Technologies Connected App (which switches from the SMS Site Guest User to authorized users), please check any custom Flows that use the Site Guest User. These Flows will no longer function after the switch.
Please contact our Technical Support team via help@mogli.com if you have any questions or need assistance.