TextChat
Follow
- Interactive, two-way text messaging between staff and participants.
- Participants use text messaging on their mobile phones the same way they do friends and family.
- Staff use Mosio’s secure, web-based software to receive and respond to messages.
- Can be used as a reply to Alerts, in place of a telephone call, or in response to Storylines that are sent out.
Account Settings
Once you login for the first time, we recommend that you update your password. This is done by selecting Settings from the Admin menu in the upper navigation.
Fig 1: Mosio Microboard, Link to Settings
From the user account settings, you can change your username, password and update your notifications.
Fig 2: Account Settings
Create and Remove System Users
At the right side of the Mosio Microboard, you'll see the Microboard Administration section, select the 3rd item on the list to create, edit privileges and remove system users.
Fig 3: User accounts link
Select ‘New’, enter the new user's email address, and an invitation to join the microboard will be sent out immediately.
Fig 4: Create new user
The virtual number allocated to your account is located at the top of the microboard. This is the number that will appear on the participant’s phone when they receive a text from the Mosio system.
If a participant tries to call this number, an automated message is in place informing them that the number is unable to receive voice calls.
Mosio has Voice Forwarding. You can choose to forward phone calls to your texting number to another phone number (office phone, for example). The cost is 1 Message/Segment Credit per minute.
To set it up, visit Tools > Project Settings, then scroll down to Call Forwarding and add a number.
Fig 5: Mosio Microboard, virtual texting number
Setting Auto Responders
This is the message that the subject receives if they send a text outside of a survey.
Click Auto Responders in the Microboard Administration nav.
Fig 6: Mosio Microboard, Auto Responders link
Standard Auto Responders
You can create auto responders as complex or simple as you like. They can overlap, encompass entire days or only part of the days. The visual grid gives you a look at your set auto responders.
Fig 6: Auto Responder grid
To create an autoresponder click on the Create New Auto Responder link.
Fig 7: Create auto responder link
Specify the message to send, the time after to send and the time before. Additionally you can specify the days this message is applicable, then click save.
Fig 8: Auto Responder message content
TextChat/Microboard
If a subject sends a text outside of the survey, the response will appear on the microboard.
Fig 9: Mosio Microboard / TextChat Module
The default setting is Viewing Unanswered First, meaning any messages that are unanswered or require follow up will float to the top.
To change the order in which messages are viewed on the microboard click Change and View Chronologically.
To initiate a two-way conversation with a participant, click on the QuickSend link next to my notifications on the microboard. Enter the participant’s mobile number and the message you wish to send in the text box provided (160 characters). Click send and the message will appear on the microboard, when the participant responds, the response will appear under this message.
Responding to Messages on the Microboard
When responding to a message you are able view the full conversation and participant contact details. Click the answer button within the message you are responding to.
Fig 10: TextChat response
Enter the response in the text box provided (160 characters) or select one of your answer templates then Send.
Now go back to the microboard and you can view the two-way conversation.
Admin users will receive email notifications when a participant responds to the text. The link provided will take you directly to the microboard conversation, where you can engage in a two-way conversation with participants.
Fig 11: TextChat message chain
