Mosio User Guide
Step by step user guides for Mosio modules
Getting Started
- SMS Privacy Policy - What You Need to Include
- 🎬 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
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
- Surveys: Question Actions
- Video Guides for Text Message Surveys
- Creating Text Message Surveys that Expire - Mosio's Unresponsive Participant Actions (UPAs)
- Add a Keyword to Initiate a Text Message Survey
- Surveys - Overview
- Mosio Surveys - Question Types
Storylines
- Video Guides for Storylines
- How to restart a participant in a Storyline
- 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
Appointment Reminders
- Video Guides for Appointment Reminders
- How to Create and Chain Multiple Appointment Reminders 🗓️
- Appointment Reminders - How to Import / Batch Schedule Appointment Reminders
- Appointment Reminders - Settings Page - How to Configure Appointment Reminder Settings
- Appointment Reminders - Schedule and Monitor Page - How to Schedule and View Appointment Reminders
TextChat
Tools
- Multi-language: Creating a Language Variable
- Setting up an SMS Footer (aka "Signature")
- How to Create Project Variables (and Create Contact List Columns)
- How to Create a New Project (add a New Text Line)
- Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
- Tools - Project Settings - How to Manage Your Mosio Project Settings
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)