Moving a Participant from One Storyline to Another

Manually move or add participants to new Storylines based on behavior or survey responses.

This video demonstrates how to manage participant movement between Storylines in Mosio. Whether you're reacting to survey data or participant behavior, you can easily filter by ID or name, then use the "Actions" menu to add or move individuals to a different Storyline. A useful feature for tailoring communication workflows across study phases.

Transcript:

Sometimes we have clients who want to move participants that are in a storyline to another storyline or add them into a new storyline based on specific behaviors or feedback they've gotten received on on surveys, etcetera, etcetera. So to do that, you are here we are on the storylines overview dashboard. You just click on one of the storylines and you scroll down. You can actually as as we've shown before, you can filter by name or participant ID.

So we'll go there. I'll just do it on mine. And then you just click on actions. And on actions, you'll see an add to storyline, gives you a drop down of all the storylines.

In fact, shows you which storylines they're in and then you can add them or you can actually move them to another storyline. It's as easy as that.