To create a new conversation, go to the Engagement menu and select Conversations > All Conversations.
To join a conversation, select the message and click Join the Conversation.
To start a new conversation, click the New Conversation button at the top right of the Conversations module.
When starting a new conversation, select is you want to create an email or SMS. Then add a conversation name. The name is used as the subject of the email and appears again in the main body of the email. The name of the conversation is also displayed as the title of the message in the conversations dashboard.
Email Conversation
When sending an email conversation select the email account you would like to send the message from.
Next, complete the recipient, participant(s), and assignee fields.
Enter the recipient’s email address, or search by first and last name to find the intended recipient.
Add one or more internal participants to loop others into the conversation. Type their email address in the Participants field. Participants receive email notifications for all responses by a student. You are automatically added as the first participant when you create a new conversation.
If you want to assign the conversation to an individual participant, this can be completed in this screen also.
Lastly, compose your email message. You can include a CoVideo, Loom video, emoji, files, or images.
When everything’s as you want it, click Start to send the email and open a new conversation.
SMS Conversation
⚠ SMS messages are limited to 1600 characters. However, the best practice is to keep messages much shorter than that. Shoot for 160 characters for the best technical and end-user experience.
To start an SMS conversation, follow the same steps as above.
To create a new conversation, go to the Engagement menu and select Conversations > All Conversations.
To start a new conversation, click the New Conversation button at the top right of the Conversations module.
Select SMS, then add a conversation name. The name is used as the subject of the SMS message and the name of the conversation is also displayed as the title of the message in the conversations dashboard.
Instead of an email, you will select the from number, then continue selecting the participants, assignee, and compose the message.
If the student does not have a mobile phone entry then a popup message displays preventing the user from selecting SMS as a method of delivery.