Knowledge base
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Mosio Updates and Alerts ‼️
Mosio Updates and Alerts
- Updating our outgoing IP address ranges - December 4, 2025
- Introducing Mobot: Your New AI Assistant for All Things Mosio 🚀
- Notice of Price Change: Monthly Direct Plans (Month to Month) will be $49/month starting September 1, 2025
- Using Mosio Storylines and Surveys for Study Recruitment Automation
- Notice: Messaging Traffic Moving Away from 66746 Short Code June 20, 2024
- Alerts - How to Schedule Alerts
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Mosio User Guide
Getting Started
- SMS Privacy Policy - What You Need to Include
- 🎬 Watch Me First: Project Settings, Adding Logins, AutoResponders
- Getting Started - Mosio New User Tour of Key Features
- Getting Started - Mosio Dashboard
- Getting Started - How to Register my SMS Program to Prevent Spam Blocking
- My Profile - Overview of Settings
Contacts
Contacts - Participant Profile
- Contacts - Participant Profile - Overview
- Participant Profile - Text History Tab
- Participant Profile - Notes Tab
- Participant Profile - Personal Storylines Tab
- Participant Profile - Personal Storylines Tab - Story Days
- Participant Profile - Appointments Tab
Surveys
- Surveys: Question Actions
- Video Guides for Text Message Surveys
- Creating Text Message Surveys that Expire - Mosio's Unresponsive Participant Actions (UPAs)
- Add a Keyword to Initiate a Text Message Survey
- Surveys - Overview
- Mosio Surveys - Question Types
Storylines
- Video Guides for Storylines
- How to restart a participant in a Storyline
- Sending Custom URLs from Third Parties (REDCap, Qualtrics, etc) through Storylines
- Storylines - Enroll and Monitor Page - How to Enroll and View Participants
- Storylines - Configuration Page - How to Add and Edit Storyline Content
- Storylines - Enroll and Monitor Page - Actions
Appointment Reminders
- Video Guides for Appointment Reminders
- How to Create and Chain Multiple Appointment Reminders 🗓️
- Appointment Reminders - How to Import / Batch Schedule Appointment Reminders
- Appointment Reminders - Settings Page - How to Configure Appointment Reminder Settings
- Appointment Reminders - Schedule and Monitor Page - How to Schedule and View Appointment Reminders
TextChat
Tools
- Multi-language: Creating a Language Variable
- Setting up an SMS Footer (aka "Signature")
- How to Create Project Variables (and Create Contact List Columns)
- How to Create a New Project (add a New Text Line)
- Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
- Tools - Project Settings - How to Manage Your Mosio Project Settings
Reports
- Text History - Delivery Status Codes
- Reports - Account Changelog Report (csv)
- Reports - Surveys Status Report
- Reports - All Surveys Report (csv)
- Reports - Opt-In Source Report (csv)
- Reports - Link Click Report - Counts (CSV)
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Video Guides
Getting Started
REDCap Integration (Direct)
- Find your Mosio API Key for REDCap - Basic and Plus Plans
- How to Configure REDCap to Send Text Messages (SMS)
- Setting up REDCap Projects with Mosio
- Creating REDCap Survey Invitations with Mosio
- Schedule REDCap Alerts and Notifications
- Send Mobile Images via REDCap with Mosio Text Messaging
Storylines (Automated Text Messaging)
Text Message Surveys
- Creating and Editing Text Message Surveys
- Surveys - Unresponsive Participant Actions (Nudges, Notifications, Alerts, and Completions)
- Storylines - Deliver Text Message Surveys on Autopilot
- Using Surveys for Compliance Confirmation - More than data collection
- Recruitment: Automating Outreach with Mosio Text Message Surveys
TextChat - Interactive, Two-Way Text Messaging
Appointment Reminders
Contacts - Managing Participant Info
Alerts - Text Alerts Lists
Other Features, Tips and Tricks
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Mosio - New Project Setup Guide - Training Course
Step 1 - Planning Your Project - Format Your Messaging For Mosio
- Unit 1: Overview of Project Setup Document
- Unit 2: Test Project Use Case
- Unit 3: Overview of How to Format a Mosio Survey
- Unit 4: Overview of How to Format a Mosio Storyline
- Unit 5: Overview of How to Format Mosio Appointment Reminders Module
- Unit 6: Overview of Mosio TextChat Module and Answer Templates
Step 2 - How to Configure Your Mosio Project
- Unit 9 How to Configure A Mosio Survey From a Common Use Case
- Unit 10: How to Configure A Mosio Storyline From a Common Use Case
- Unit 11: How to Configure the Mosio Appointment Reminders Module From a Common Use Case.
- Unit 12: How to Use Mosio TextChat and Configure Answer Templates From a Common Use Case
- Unit 13: How to Configure Required Mosio Project Settings Before Going Live
- Unit 14: How to Add and Manage Mosio User Accounts (Staff Members)
Step 3 - How to Test Your Project
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Mosio
Getting Started
- Onboarding Guide 🟢
- Video: How to Enroll and Monitor Study Participants (2 Minutes)
- Watch This Quick Training Video (5 Minutes)
- How To Create and Remove System Users
- TextChat: How To Update Your Autoresponders
- TextChat: How To Create Answer Templates
Training Documents & Videos
- Onboarding Guide 🟢
- Advanced: Send Storyline Messages (or Text Message Surveys) at Randomized Times
- Watch This Intro Video (5 Minutes)
- How to Enroll and Monitor Study Participants in Storylines (2 minute Video)
- Surveys
- Storylines (Create Storylines, Bulk CSV Upload, Enroll Participants)
Message Content Guidelines
How To...
- How to add all participants to a holiday storyline, and how to complete storylines after X months.
- Create or Delete a Storyline Welcome Message
- Direct Link to Login to Mosio
- Enroll participants into a Storyline
- Create and edit Surveys
- Create and edit Storylines
System Management / Settings
Login Management / Settings
Integrations
FAQs
- How does Mosio handle opt-outs?
- How do I create a Survey in a different language? (Spanish)
- If we go over our allotted messages, are we automatically billed?
- Can we send a survey via text message to someone every day, week, or month?
- Our legal department wants to revise your terms and conditions. How do we go about doing that?
- Do we use our own mobile phones? Or a "study phone" with Mosio?
Other Helpful Videos
- [VIDEO] How to Batch Upload Text Message Appointment Reminders via CSV File (2 minutes)
- [VIDEO] Mosio Customer Q&A: Using Emojis in Text Messages in Your Clinical Trial
- [VIDEO] Mosio Customer Q&A: What can we do with the Mosio and REDCap integration?
- [VIDEO] Mosio Customer Q&A: How much do we need to depend on your development team?
- [VIDEO] Mosio Customer Q&A: How can we improve patient engagement in clinical trials with adolescents and caregivers?
General Information
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REDCap Direct - User Guide
REDCap Direct Video Guides
Plan Selection - Which is right for my use case?
Getting Started - How To
- How to Schedule REDCap Alerts and Notifications with Mosio
- How to Create REDCap Survey Invitations with Mosio
- Mosio REDCap Direct - How to Configure REDCap to send SMS through Mosio
- Mosio REDCap Direct - My Dashboard Page
- Mosio REDCap Direct - My Dashboard Page - How to Create a New Project
- Mosio REDCap Direct - My Profile - Overview of Settings: Contact | Username | Password
REDCap FAQ's
- In what countries is REDCap Direct offered?
- Do you offer voice services as well?
- Do I need a different/dedicated Mosio API Key for each REDCap Project?
- Are there other Mosio features going to be added to the direct integration with REDCap?
- Some REDCap Direct Questions Answered by Video
- Is there two-way text messaging with the Direct Plan?
REDCap Tips & Tricks
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Sales and Client Services
Contact Sales / Get a Demo
Pricing and Quotes
Frequently Asked Questions Before Purchasing
- Mosio Data Retention Policy
- Can we schedule a call with a salesperson to figure out which Mosio plan is best for us?
- Can we get a free trial of the service?
- Can we get a custom price quote?
- What are “segments” and how are they different from messages?
- What APIs do developers have access to with Mosio plans?
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Billing and Accounting
Agreements and IT Assessment Information
FAQs - Billing
- Can you switch plans in the middle of your current plan or do you have to wait for the license to end?
- How do message overage buckets work?
- How do I pay my invoice?
- Do you offer enterprise or bulk pricing?
- Can I pause my account plan / license?
- How Do I Set Up Autopay for Recurring Credit Card Billing?
Billing and Procurement
- Understanding the RCD License: The Enterprise Rent-A-Car Analogy
- Mosio Procurement Process
- Billing & Payment Information
- W-9 Form
- Vendor Portals
- Security and IT Questions