Streamline your next round of engagement by sending messages from a report

Optimizing Your CRM


Automating and sending messages to community members from a report in Salesforce? I can do that? The answer is, you bet!

The ability to send mass or bulk SMS, MMS or WhatsApp™ messages instantly to your community members can be an impactful asset to have. Whether notifications, reminders, updates, support, or surveys, you can reach the people who matter most, no matter where they are. The best part of all, you can automate it.

Working smarter, not harder is a sentiment that rings true for many organizations, and especially for those with even the smallest of teams and available resources.

Sending communications from a report

The ability to send SMS, MMS or WhatsApp™ messages from a Salesforce report reduces the number of steps required in your workflow. Instead of creating multiple campaigns based on report lists to account for various target audiences with a wide variety of changing criteria, send your one-to-many or bulk messages from a report. Reports continuously refresh, providing you with accurate, up-to-date information. Just run your report and bam! A list of your appropriately segmented recipients is ready to go for a message.

What kinds of reports can I create? Here are some ideas.

Re-engage inactive leads or constituents

Maybe you have hundreds or even thousands of inactive leads or community members in your Salesforce org because you haven’t been up-selling, cross-selling, and delighting. Perhaps you haven’t pursued any engagement touch points with them recently. It’s even possible you have been actively trying to reach these members but have been missing the mark because you’re no longer attuned to their preferences.

Spin up segmented reports for inactive leads and constituents based on lifecycle stage, previous campaigns, last touch points, or areas of interest. Then, create re-engagement campaigns that are as simple as letting them know you’re still thinking about them, or survey them to update their communication or program preferences. When you send these bulk text or MMS messages, you’re sure to re-spark interest, add to your funnel, stay top of mind, and reduce churn.

Reminders for important deadlines

Community members and registrants will complete and upload documents and forms whenever they can find time in their busy schedules - it could be at 6 AM, 12 PM, or 1 AM. So, instead of checking and re-checking your lists and then updating campaigns to account for constantly-shifting information, the auto-updating reports will only send relevant SMS, MMS, or WhatsApp messages to the appropriate audience. Your report will update throughout the night after you created your campaign and went home, so you’ll only remind the right individuals to update missing fields before the deadline. You can skip manual data entry and toggling, knowing that your message literally gets into the right hands.

Skip embarrassing communications mishaps

Suppose a member’s updated information gets lost in the mix, or they need to explain something to more than one person on your team. In that case, most individuals can see this as poor customer service due to a lack of internal communication. Asking a stakeholder for a form or application they just completed or reminding them about something they just received sends the message that you’re not keeping tabs in a way that reflects how important they are to you.

For example, maybe you just got the final payment for a program, or a donor just donated to your philanthropy campaign. Funnel separate reports into automated follow-ups to let your donors know how much you appreciate them and guarantee that you aren’t sending a message to donors just contributed to your campaign. Let your report do the work for you- spend less time managing lists to do more of what matters.

Instead of manually updating lists and campaigns for each send, schedule campaigns, or set parameters for message automations, and let the reports do the auto-updating. You’ll funnel and direct leads, members, and constituents with more nuanced business intelligence and less effort.


Learn more about sending bulk SMS, MMS, and WhatsApp messages to your target audience, pronto! Here's a technical user guide.


A better way to manage your campaigns

Simplifying and streamlining your digital communication workflows allows even small teams to perform heavy lifts. By sending all kinds of messages with business intelligence, you'll accelerate timelines, better connect with your audience, and feel assured that the right messages are getting into the right hands at the right time.

Learn more about Mogli SMS, the most robust and user-friendly native text messaging solution on the AppExchange. It offers an unlimited user license, a US-based 5-star client success team, and a beautiful, intuitive user interface.

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