Mogli Lead Creation

Tags Mogli

Issue/Question

Does Mogli create lead records?

Environment

  • Mogli
  • Salesforce

Cause

Collect new leads through phone number on email signatures, college applications, in-person/webinar recruitment events.

Resolution

  1. Advertise the Mogli gateway on recruitment materials
  2. Student texts the word COYOTE to any of the Mogli gateway numbers
  3. Mogli form displays with the following questions
    • First Name
    • Last Name
    • Email
    • Opt-In preferences
  4. A new lead is created in Salesforce from the completed form if they did not already exist. 

Note:  If the student does not text COYOTE, a text will appear but there will be no lead created.  In that case, create a lead in Salesforce, attach the phone number to the lead and text the applicant to get name, email information.

Please contact the Service Desk if additional assistance is needed. 

ITS STAFF ONLY

  1. Assign to the Development Team

Details

Article ID: 6496
Created
Wed 7/14/21 11:42 AM
Modified
Mon 12/6/21 10:16 AM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated