Knowledge base

• Mosio User Guide

  Getting Started

  • 🎬 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
  • My Profile - How to Update My Notifications

  See all 10 articles

  Contacts

  • Contacts - Add New Contacts
  • Contacts - Contact List - Overview
  • Contacts - Contact List - Actions
  • Contacts - Contact List - Send Group Message
  • Contacts - Contact List - Add Group to Storyline

  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

  See all 9 articles

  Surveys

  • Surveys - Overview
  • Mosio Surveys - Question Types
  • Mosio Surveys - Configurations and Unresponsive Actions (Nudges)
  • Mosio Surveys - How To Set Up Branching Logic For Questions
  • Using Surveys for Compliance Confirmation (Have participants reply to let you know they've completed an action.)

  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
  • Storylines - Enroll and Monitor Page - Reports

  Appointment Reminders

  • Appointment Reminders - Schedule and Monitor Page - How to Schedule and View Appointment Reminders
  • Appointment Reminders - Settings Page - How to Configure Appointment Reminder Settings
  • Appointment Reminders - How to Import / Batch Schedule Appointment Reminders
  • How to Create and Chain Multiple Appointment Reminders 🗓️

  TextChat

  • TextChat - Overview
  • TextChat - How to Send (Quicksend) and Answer Messages
  • TextChat - Message Management: How to Star, Flag, Archive, and Delete Messages
  • TextChat - Message Management: How to Change Views and Add Internal Comments

  Tools

  • Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
  • Tools - Project Settings - How to Manage Your Mosio Project Settings
  • Tools - Project Settings - Redact Incoming Messages
  • Tools - User Accounts - How to Edit, Add, and Delete Mosio User Accounts
  • Tools - Answer Templates - How to Create and Manage Pre-Formatted Responses to Questions
  • Tools - Auto Responders - How to Create Automated Responses For Off-Hours and Unmonitored Incoming Messages

  See all 12 articles

  Mosio Alerts

  • Using Mosio Storylines and Surveys for Study Recruitment Automation
  • Alerts - How to Schedule Alerts

  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)

  See all 15 articles

• REDCap Direct - User Guide

  Plan Selection - Which is right for my use case?

  • The Plans: Direct, Basic, and Plus Explained

  Getting Started - How To

  • How to Find your Mosio API Key for REDCap (Basic and Plus Plans)
  • 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 Profile - Overview of Settings: Contact | Username | Password

  FAQ's

  • In what countries is REDCap Direct offered?
  • Do you offer voice services as well?
  • How do I get support?
  • Do I need a different Mosio API Key for each REDCap Project?
  • Are there other Mosio features going to be added to REDCap Direct?
  • Some REDCap Direct Questions Answered by Video

  See all 10 articles

  REDCap Tips & Tricks

  • Video: Send Mobile (MMS) Images via REDCap

  FAQs - Billing

  • Do you offer a free trial of the REDCap Direct Service?
  • How do I Manage My Mosio Account/Billing?

• 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

  See all 8 articles

  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

  • Unit 15: How to Test Your New Mosio Project Before Going Live

• Mosio

  News and Updates

  • Notice: Messaging Traffic Moving Away from 66746 Short Code June 20, 2024

  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

  See all 9 articles

  Training Documents & Videos

  • Onboarding Guide 🟢
  • 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)
  • Personal Storylines

  See all 12 articles

  Message Content Guidelines

  • Understanding SHAFT Content Restrictions for Text Messaging Programs in Research
  • How to avoid spam filters for text messaging

  How To...

  • Direct Link to Login to Mosio
  • Enroll participants into a Storyline
  • Create and edit Surveys
  • Create and edit Storylines
  • Schedule and send a text message Alert to a list
  • Enroll a patient into dosing/medication reminders

  See all 11 articles

  System Management / Settings

  • Update Your System Default Settings (time zone, change password, hide mobile phone numbers, etc)

  Login Management / Settings

  • How to sign in directly to Mosio - Login Link
  • How To Update Your Account (Login) and System Default Settings

  Integrations

  • REDCap Integration
  • Mosio %Tags%: Trigger Mosio Automations from REDCap

  FAQs

  • Why is it one text line/texting number per project?
  • How to participants opt out of receiving text messages? Can we see when they do?
  • SMS Messages and Segments - What are they?
  • How Do We Port Texting Numbers to Mosio?
  • Does Mosio work with REDCap?
  • Does Mosio work in other countries beside the U.S.?

  See all 20 articles

  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

  • Status Update and Login Details
  • How it Works
  • Mosio is great for Clinical Research Coordinators

  Billing and Procurement

  • Mosio Procurement Process
  • Billing & Payment Information
  • W-9 Form
  • Vendor Portals
  • Security and IT Questions
  • Procurement/Billing FAQs

  See all 8 articles