Using Quick Text in Engage
The Quick Text feature in Engage allows you to insert a pre-set response for common topics. For example, during Registration cycles, Advisors might consistently answer questions about Drop/Add procedures. If this is added as a Quick Text entry, the advisor needs only to select a Quick Text from the list and the information will be populated into their session. Since all Advisors can add Quick Text entries, we recommend that you institute naming conventions/processes around this to keep entries organized and valuable.
Users can create Quick Text in two ways:
Add Quick Text from the Advisor Center
- Navigate to the Advisor Center.
- Click the Settings icon (
) in the top right. The Settings window will display.
Add Quick Text from Meeting
- Select Add Quick Text to enter a new record.
- Enter a Topic and the Content of the note.
- Click Add.
- Navigate to a Room.
- Select Pick Up next to a student on the list.
- Select the Start Session button.
- In the Advisor Comments section, click the Save Message as Quick Text checkbox.
- Enter a Topic and the Content of the note.
- Click Save.
Note: You can add multiple Quick Text entries to the same Comment by selecting each one from the list. Each time Quick Text is picked, it will be appended to the end of the note.