Mosio - Followers: How to Follow a Participant and Manage Followers / Teams

Please find our help video below for Mosio Followers functionality:

In this video:

• Overview of Followers functionality
• How to configure your Followers notifications
• How to follow a Participant in your Mosio Project
• How to manage Followers and create 'teams' of Followers

Follow a Participant

View Participants you are following in the Contacts List
(You can delete, add, remove in bulk from Contacts List as well)


 

Video Guide on Following (Transcript is below)

Video Transcript:

Thank you for choosing Mosio. Today, we're going to talk about followers, which is a new piece of functionality that we've developed to allow you as a Mosio user to follow communications from your participants on your Mosio project. And what this does is instead of you being receiving notifications from everyone on your project, you can now pick and choose who you would like to follow. So to begin,

if we go to our username at the top and select settings, we first need to make sure that we have an email address selected and or a mobile number if our protocol allows it so that we can receive a notification that somebody has sent a text message to our Mosio project.

After that, you now go to your notifications page. And what this will show you is the old notifications that we previously had. They're still here. But there's two new ones, following and not followed.

Following means that you would receive notifications from anyone you are following. So this is my username, and this is a team that I'm following, which we'll cover that in a moment.

The other use case is not followed. So if you were to have, ones that were new participants on your project and they were did not have any followers, well, this would allow you to get notifications for anyone that does not have someone following them so that nothing falls through the cracks, so to speak. So it's sort of a catchall, to make sure that you don't miss any notifications.

Well,

now let's talk about the actual how this works. So first, we'll look at text chat. There are three places where you can add followers. Text chat, and then you could see there's a list of staff members and teams, and there's a type ahead that would allow you to, add staff or narrow down your list.

So you simply select, and then it adds your follower.

So this is one place we can do it. Another place

is the participant profile.

And here it's the same functionality. You click the add button, and you can add your follower, and you can just as easily remove them.

And finally, the last place that you can add followers is on our contacts page.

And you can see the pills here of the followers that have been added to these particular contacts, but the way we have built this is to allow for a bulk edit. So if you are managing many, many contacts or participants in your project, this will allow you to easily and quickly add yourself or someone else as a follower. So let's select four contacts, modify following. This is how you will add the followers.

Staff member two, select add, and I could just as easily select remove and bulk do that, operation, or I can change from one follower, if they're following, to another. So we allow these three different bulk operations. But let's just add myself as a staff member to four different participants.

And there you go. You can see all four. Now the final piece of this functionality,

under the Tools menu for anyone that has admin access, it's called Manage Followers. So you see Manage Followers in there. What this allows you to do is not only add followers to existing staff members, so let's use the case for staff member two as me, and I'm on vacation.

So I want someone to receive notifications for all of the people that I'm following.

I added staff member three, and then when I return from vacation, I can simply remove them. Hit save. There's also a team function. What this allows you to do is to create a team.

So we've already done that. If you select create team, you can create your new team. We call this one team win. And then you can add staff members as followers.

So if you have groups of staff members that are following particular participants, you can quickly group them into their own team, add the staff members as followers, and save.

And this neat little color picker allows you to change the color. So if you want to quickly see what the team looks like, you hit save. And now this is a different color than the standard blue.

And you can add or remove teams anytime you like. And to show this one more time on the contact list, let's add our team now.

Select Add.

And now you can see your team. And because we picked the green color, we can quickly see on the full list who our team is following.

So we want to thank you again for choosing Mosio. Have a great day.