Messaging and Notes

  • Message Templates Administration

    Overview Each institution can manage their own message templates within SS&E. To access Message Templates, navigate to the Administration - Advanced - Message Templates page. By default, SS&E  includes: Message Templates created by SS&E System Custom Message Templates created by SS&E users The following "SS&E System" Message Templates are included in SS&E and used in ...

  • Note Types Administration

    Overview Note types permit staff users to enter notes that are associated with the reason for their interaction with a student (e.g. note type) and display on the student record Notes tab. By design, Note Types are not visible to students as their purpose is to allow staff to document any type of student interaction in a secure manner and share this with other staff me...

  • SMS Configuration Administration

    Overview SMS Configuration settings for sending Text Messages from within Student Success & Engagement, via system-assigned Twilio phone numbers, display in SS&E Administration, under Messaging Administration found here.  The following three tabs are listed within SMS Configuration, further explained below: General Settings Email Notifications Twilio Scroll to the bot...

  • Gmail Messaging Integration - User Setup

    Overview The Watermark Student Success & Engagement Chrome Extension allows staff users whose institutions use Google Workspace (G Suite) to save external messages sent from their Gmail account to student records within SS&E by using the Gmail Message Logging feature. For Gmail messaging integration, please open a support ticket or reach out to your client success repr...

  • Message Logging Administration

    Overview Message Logging allows email communications between staff and students to appear on the Student Profile "Messages" tab. This enables visibility into the student journey and prevents student engagement from becoming siloed with a single person/department. SS&E can be configured to display Message Logging on the student record in the following scenarios: Message...