Getting Started

• 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
• My Profile - How to Update My Email and Phone Number

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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

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Surveys

• Surveys - Overview
• Mosio Surveys - Question Types
• Mosio Surveys - Configurations and Unresponsive Actions (Nudges)
• Mosio Surveys - How To Set Up Branching Logic For Questions

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

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

• 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

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Mosio Alerts

• Alerts - How to Schedule Alerts