FOR IMMEDIATE RELEASE
Mosio Publishes Free “Text Messaging in Research” Playbook for Clinical and Academic Research Teams
New resource gives study coordinators and principal investigators a practical, compliance-ready guide for adding text messaging to their participant communications
SEATTLE, WA — Mosio, a leading text messaging platform built for clinical and academic research, today announced the release of its free “Text Messaging in Research: A Playbook for Study Teams.” The 20-tip resource is designed to help principal investigators, research coordinators, and study operations teams at universities, cancer centers, and research hospitals plan, launch, and manage text messaging programs that are effective, compliant, and built for the realities of running a study.
The playbook is available as a free PDF download at www.mosio.com/sms-playbook/ and covers four core areas: pre-study planning, HIPAA and carrier compliance, message design and delivery, and study operations and participant engagement.
“Text messaging is one of the most powerful tools available to research teams today, but it only works when it is set up correctly from the start,” said Noel Chandler, Co-Founder and CEO of Mosio. “We built this playbook because we talk to researchers every week who are excited about using text messaging but are not sure where to begin, what compliance requirements apply to them, or how to structure their communications for the long term. This resource gives them a clear, practical starting point that reflects what we have learned from years of working with research teams across the country.”
What the Playbook Covers
The “Text Messaging in Research” playbook addresses the most common questions and challenges research teams face when adding SMS communication to their studies. Key topics include:
- How to document communication requirements before selecting a platform
- What to include in IRB submissions for text messaging protocols
- The difference between HIPAA compliance and carrier compliance, and why both matter
- How 10DLC registration works and why it must happen before a study goes live
- Best practices for opt-in and opt-out language that satisfies both IRB and carrier requirements
- When to use in-text SMS surveys versus external survey links for data collection
- How to use automated storylines for longitudinal studies with large participant cohorts
- Strategies for re-engaging participants before they are lost to follow-up
- How to integrate text messaging with REDCap, Qualtrics, and other research data systems
The playbook also addresses a topic that trips up many new users: the difference between two-way text messaging (which requires staff monitoring) and automated messaging with smart autoresponders, which can manage participant expectations without real-time coordinator involvement.
Built on a Decade of Research Texting Experience
Mosio has been providing text messaging solutions to clinical and academic research teams since 2009. The platform is used by researchers at universities, NCI-designated cancer centers, academic medical centers, and public health organizations across the United States. The company previously published two editions of its “Clinical Trials Patient Recruiting and Retention” ebook, which collectively featured more than 100 tips from industry professionals and were downloaded thousands of times by research teams worldwide.
The new playbook is focused specifically on the operational and compliance side of text messaging, reflecting how much the regulatory and carrier landscape has changed in recent years. Topics like 10DLC registration, SHAFT content restrictions, and carrier spam filtering are now critical considerations for any research team sending text messages at scale, and the playbook addresses each of them in plain language.
Available as a Free Download
The “Text Messaging in Research: A Playbook for Study Teams” is available as a free PDF download. Researchers can access the playbook at www.mosio.com. Mosio also offers free virtual office hours for research teams who want to ask questions or see the platform in action before committing to a plan.
About Mosio
Mosio is a self-service text messaging platform built for clinical and academic research. The platform enables research teams to send automated reminders, run text message surveys, manage two-way participant communication, and integrate with tools like REDCap through a simple, web-based interface that requires no custom development. Mosio is HIPAA compliant and signs Business Associate Agreements with all research clients. For more information, visit www.mosio.com.
Media Contact:
Mosio Media Relations
Mosio, Inc.
https://www.mosio.com/about-us/contact/
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