To create a new conversation, go to the Engagement menu and select Conversations > All Conversations.

Click on All Conversations then all conversations

To join a conversation, select the message and click Join the Conversation.

Join an existing conversation

To start a new conversation, click the New Conversation button at the top right of the Conversations module.

Start a new conversation by clicking the blue button in the top right

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.

Select SMS or Email

Email Conversation

When sending an email conversation select the email account you would like to send the message from.

Choose which email you want to send 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.

Click on Select Assignee

When everything’s as you want it, click Start to send the email and open a new conversation.

Completing the message participants

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.

SMS Conversation

Instead of an email, you will select the from number, then continue selecting the participants, assignee, and compose the message.

Click on Edit Email…

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.

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