Mosio User Guide
Step by step user guides for Mosio modules
Getting Started
- Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
- Getting Started - How to Register my SMS Program to Prevent Spam Blocking
- Getting Started - Mosio New User Tour of Key Features
- Getting Started - Mosio Dashboard
- My Profile - Overview of Settings
- My Profile - How to Update My Password
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
Storylines
Appointment Reminders
TextChat
Tools
- Tools - Project Settings - How to Manage Your Mosio Project Settings
- 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
- Tools - Image Manager - How to Add and Manage Images for Use in Messaging and Surveys
- Tools - URL Shortener - How to Shorten Links for Use in Messages and Surveys
Mosio Alerts
Reports
- 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)
- Reports - Link Click Report - Per Click (CSV)