Quick Reference

Quick Start Video
Brief overview of the most popular modules.

 

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

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.

 

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)

 

Incentives (Gift Codes)

Sending Gift Code Incentives
Manually sending gift code incentives (Amazon, etc.)

 

Settings (System and Login)

Settings
How to configure your Mosio system and login settings.

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