Mosio User Guide
Step by step user guides for Mosio modules
Getting Started
- 🎬 Watch Me First: Project Settings, Adding Logins, AutoResponders
- Getting Started - Mosio New User Tour of Key Features
- Getting Started - Mosio Dashboard
- Getting Started - How to Register my SMS Program to Prevent Spam Blocking
- My Profile - Overview of Settings
- My Profile - How to Update My Notifications
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
- Add a Keyword to Initiate a Text Message Survey
- Surveys - Overview
- Mosio Surveys - Question Types
- Mosio Surveys - Configurations and Unresponsive Actions (Nudges)
- Mosio Surveys - How To Set Up Branching Logic For Questions
- Using Surveys for Compliance Confirmation (Have participants reply to let you know they've completed an action.)
FAQs - Billing
- Do you offer enterprise or bulk pricing?
- Can I pause my account plan / license?
- How Do I Set Up Autopay for Recurring Credit Card Billing?
- Why am I getting an error when I try to pay online?
- Do you accept POs (Purchase Orders)? What are your payment terms?
- Do you offer free trials?
Storylines
- Sending Custom URLs from Third Parties (REDCap, Qualtrics, etc) through 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
- How to Create and Chain Multiple Appointment Reminders 🗓️
TextChat
Tools
- How to Create Project Variables (and Create Contact List Columns)
- How to Create a New Project
- Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
- Tools - Project Settings - How to Manage Your Mosio Project Settings
- Tools - Project Settings - Redact Incoming Messages
- Tools - User Accounts - How to Edit, Add, and Delete Mosio User Accounts
Mosio Alerts
Reports
- Text History - Delivery Status Codes
- 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)