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

See all 10 articles

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

See all 9 articles

Surveys

• 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.)

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

• 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

• 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
• 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

See all 12 articles

Mosio Alerts

• Using Mosio Storylines and Surveys for Study Recruitment Automation
• Alerts - How to Schedule 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)

See all 15 articles