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Once you have the Student Emails created and approved, you can add them to an Engagement Plan. In order to create an engagement plan, you will first need to Create Student Email, Create an Audience, and Create Custom Report.

This procedure will show you how to add an engagement conversation to student/prospect in the system.

The purpose of this job aid is to be able to view ALL of the Comments (Engagement Conversations) in one place.

The purpose of this job aid is to document conversations with the student through Engagement Conversations and then view conversations that have already been created.