Quick Reference
Quick Start Video
Brief overview of the most popular modules.
Mosio Dashboard Overview
Research workflow automation starts here.
Storylines: Enroll and Monitor Participants
How to enroll participants into a Storyline.
TextChat
TextChat – Setting up Autoresponders
Even if (especially if) you don’t intend to use TextChat.
TextChat – Setting up the START Keyword
AKA “Text for Instructions” (TFI).
The automated message response when participants text START to your texting number.
TextChat – Initiating a TextChat via Contacts
Find a participant and send them a message, including with pre-configured templated messages.
Contacts
Send a Message to a Contact
Using Contacts and Quick Send
Use Contacts + TextChat to Send Gift Code Incentives
Manually sending gift code incentives (Amazon, etc.)
Alerts
Text Alerts Lists
Schedule and send Alerts to a list.
Appointment Reminders
Appointment Reminders – Single
Schedule a single appointment reminder.
Appointment Reminders – Bulk
Schedule bulk reminders via CSV file.
Appointment Reminder Settings
Content, reminders and staff notifications.
Surveys
Creating and Editing Surveys
Add or edit survey question content/settings.
Surveys – Unresponsive Participant Actions
Nudges, Notifications, Alerts, and Completions
Use Storylines to Deliver Surveys
Enroll participants for automated survey delivery.
Storylines (Automated Messaging)
Creating and Editing Storylines
Add or edit Storyline messages/scheduling.
Storylines: Enroll and Monitor Participants
How to enroll participants into a Storyline.
Medication / Dosing Reminders
Improve medication adherence.
Moving a Participant from One Storyline to Another
(Or adding them to an additional Storyline)
Duplicating/Copying a Storyline
(Or creating a new one)
Enrolling Participants/Patients in Person
(or on the phone)
Customizing Storylines
(Naming Storylines and Customizing Messages)
Personalizing Bulk Messages
(Form Field Customization)
Incentives (Gift Codes)
Sending Gift Code Incentives
Manually sending gift code incentives (Amazon, etc.)
Extra Features
Form Field
How to personalize messages to participants/patients.
REDCap Direct
REDCap Direct Overview
(Self-Managed Text Messaging in REDCap)
Configuring REDCap Direct from Inside the REDCap Dashboard
(Instructions on Getting Started)
