Send to up to 200 Recipients via Contact and Lead List Views

Send to up to 200 Recipients via Contact and Lead List Views

To send up to from Contact or Lead list views:

1. Be sure your intended recipients have a Mogli Number populated on their records
2. Go to a list view of an object for which Mogli is configured
3. Select your recipients (Up to 200 - Salesforce limitation with list view actions)
4. In the upper right corner of the list view, click the caret and choose Send SMS Lightning
5. The Bulk SMS Lightning screen will auto-populate with your intended recipients

- Let us know by emailing help@mogli.com if the Bulk SMS Lightning screen isn’t populating!

NOTE: If the Mogli Opt Out checkbox is checked (TRUE) on a recipient’s record, they will not be added as a recipient in your bulk send.

ADMIN TIP: After sending a large bulk message (>1,000 recipients), it’s best practice not to send or schedule another large bulk message until your initial send has been processed. To monitor processing, access the Async Tasks tab and select the All list view. While your send is processing, you’ll notice that the number of Async Task records dissipate as you refresh the list. Also monitor the SMS tab to ensure your message statuses have been updated to ‘Sent Successfully’ before sending or scheduling another bulk message. Note that much larger bulk messages (>5,000) may take several minutes. As long as the Async Tasks are dissipating, the send is processing correctly.

If you notice that the Async Tasks do not dissipate after 15 minutes or if your SMS records remain in Queued Status, please contact us.