---
title: "Add Mailings via Suitcase"
slug: "add-mailings-via-suitcase"
updated: 2026-02-23T16:20:42Z
published: 2026-02-23T16:20:42Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Mailings via Suitcase

[Suitcase](/v1/docs/suitcase): Mailings can be added to Slate via Suitcase using the Suitcase IDs listed below.

## Reader notification

This Deliver mailing will remind users if they have any applications in their Reader queue.

> [!WARNING]
> 📝 The recipient list for this query requires configuration.

[![Reader_Notification_Mailing.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reader_notification_mailing.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reader_notification_mailing.png)

#### **Suitcase ID**💼

```plaintext
063fa774-1286-4b0e-9f6e-97661561feed:slate-examples
```

To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.
2. In your database, select **Database**from the main navigation.
3. Under Import and Data Processing, select **Suitcase.**
4. Click **Import.**
5. Paste the Suitcase ID.
6. Click **Retrieve.**
7. Click **Import.**You are redirected to the *Custom Reader Notification*mailing.
8. Click **Edit Recipient Lists.**
9. Select **Readers with Applications in their Queue.**
10. Click **Edit Query.**
11. Double-click the subquery filter ***Application in Queue*.**
12. Within the subquery filter, double-click the nested filter ***Current Bin / Name.***
13. Select the Reader bins that should be included in the mailing.
14. Click **Save** to save the nested filter.
15. Click **Save**again to save the subquery filter.
16. Repeat steps 11 through 15 with the subquery exports ***app_names*****and ***applications_count.***
17. Use the breadcrumb navigation to return to the Edit Mailing page.
18. Click **Send Mailing.**
19. Configure the delivery, then click **Save Settings.**

## Workflow notification

This Deliver mailing will remind users if they have any applications in their Workflow queue.

> [!WARNING]
> 📝 The recipient list for this query requires configuration.

[![Workflow_Notification_Mailing.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/workflow_notification_mailing.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/workflow_notification_mailing.png)

#### **Suitcase ID**💼

```plaintext
f5138230-c66e-4f6b-b1b5-d6aea2d703a3:slate-examples
```

To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.
2. In your database, select **Database**from the main navigation.
3. Under Import and Data Processing, select **Suitcase.**
4. Click **Import.**
5. Paste the Suitcase ID.
6. Click **Retrieve.**
7. Click **Import.**You are redirected to the *Custom Workflow Notification*mailing.
8. Click **Edit Recipient Lists.**
9. Select **Readers with Applications in their Workflow Queue.**
10. Click **Edit Query.**
11. Double-click the subquery filter ***Has Applications in Workflow Queue.***
12. Within the subquery filter, double-click the nested subquery filter ***Has App in Specific Workflow Review Bin.***
13. Within the nested subquery filter, double-click the nested filter ***Workflow Bin/Workflow Bin.***
14. Select the Workflow bins that should be included in the mailing.
15. Click **Save**to save the filter configuration.
16. Click **Save**again to save the nested subquery filter.
17. Click **Save**again to save the original subquery filter.
18. Double-click the subquery export ***workflow_app_count****.*
19. Within the subquery export, double-click the nested subquery filter ***Only count active apps in certain workflow bins.***
20. Within the nested subquery filter, double-click the nested filter ***Workflow Bin/Workflow Bin***.
21. Select the Workflow bins that should be included in the mailing.
22. Click **Save**to save the filter.
23. Click **Save**again to save the nested subquery filter.
24. Click **Save**again to save the original subquery export.
25. Double-click the subquery export ***applicants_queue_names.***
26. Double-click the nested filter ***Workflow Bin/Workflow Bin.***
27. Select the Workflow bins that should be included in the mailing.
28. Click **Save**to save the filter.
29. Click **Save**again to save the subquery export.
30. Double-click the subquery export ***workflow_guid.***
31. Double-click the nested filter ***Workflow Bin/Workflow Bin***.
32. Select the Workflow bins that should be included in the mailing.
33. Click **Save**to save the filter.
34. Click **Save**again to save the subquery export.
35. Use the breadcrumb navigation to return to the Edit Mailing page.
36. Click **Send Mailing.**
37. Configure the delivery, then click **Save Settings.**

## Inbox assignment reminder

This deliver mailing reminds users if they have any Inbox messages assigned to them. The recipient list query looks at all active users and outputs any Inbox message associated with that user that is *Open* and *Unresolved* through two different dictionary subquery exports.

The first dictionary subquery export looks at any messages that are Open/Unassigned with an SMS method. The second dictionary subquery export does the same with email methods.

Using Liquid Markup and for-looping, the mailing extrapolates the overall number of messages assigned to a user, and will display in a list view the first five messages that the user has associated with them.

This mailing does not require any additional configuration. The steps to use this suitcase are similar to the other examples in this article.

[![sms.jpg](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/sms.jpg)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/sms.jpg)

#### **Suitcase ID**💼

```plaintext
021e97e9-ba3c-47a5-89db-5867db41431c:slate-examples
```

## Unassigned messages in Gateway Inbox reminder

This Deliver Mailing will notify any user that has a message associated with their User GUID within Gateway Inbox.

The Recipient List Query looks at all Active Users and analyzes through an Independent Subquery Export on the Message base any message that isn't currently associated with a Person GUID but is associated via Message Record to that User GUID.

> [!WARNING]
> 📝 The recipient list for this query requires configuration.

#### **Suitcase ID**💼

```plaintext
fd445b0a-fb7b-4163-8d9a-3a09ed074184:slate-examples
```

To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.
2. In your database, select **Database**from the main navigation.
3. Under Import and Data Processing, select **Suitcase.**
4. Click **Import.**
5. Paste the Suitcase ID.
6. Click **Retrieve.**
7. Click **Import.**You are redirected to the *Users w/Unassigned Messages in Gateway Inbox*mailing.
8. Click **Edit Recipient Lists.**
9. Select **Users w/Unassigned Messages in Gateway Inbox.**
10. Click **Edit Query.**
11. Double-click the export ***Gateway Inbox URL.***
12. Double-click the export ***Your database URL.***
13. Replace "slate-examples.technolutions.net" in the area marked **Literal** with the URL for your institution's instance of Slate. ***Leave*** ` /manage/deliver/gateway?user=`***as-is.***
14. Click **Save**to save the nested export.
15. Click **Save**again to save the subquery export.
16. Use the breadcrumb navigation to return to the **Edit Mailing** page.
17. Click **Send Mailing**.
18. Configure the delivery, then click **Save Settings**.

## Conclude events reminder

This Deliver mailing will notify users when they have an event with an end date within the last 60 days that has not been "concluded."

The recipient list for this query determines whether or not an event has been concluded based on the presence of registrants whose status are still marked *Registered*. Using the **Launch Check In** function from the event page and clicking **Conclude Event** at the bottom of the Check In page will change all registrants to *Attended* or *No Show* status.

#### **Suitcase ID 💼**

```plaintext
e696e4fd-302a-4841-9907-529b513beeba:slate-examples
```

To change the maximum age of the listed events from 60 days old to another value:

1. Copy the Suitcase ID listed above.
2. In your database, select **Database**from the main navigation.
3. Under Import and Data Processing, select **Suitcase.**
4. Click **Import.**
5. Paste the Suitcase ID.
6. Click **Retrieve.**
7. Click **Import.**You are redirected to the *Unconcluded Events Reminder (60 Days)*mailing.
8. Click **Edit Recipient Lists.**
9. Select **Users with Unconcluded Events.**
10. Click **Edit Query.**
11. Double-click the export ***Event List***.
12. Double click the nested filter ***Forms / End Date >= today-60.***
13. Change the value "today-60" to your desired maximum event age. For example, to show unconcluded events in the past 180 days, change the value to "today-180."
14. Click **Save** to save the nested filter.
15. Click **Save**again to save the subquery export.
16. Repeat steps 11-15 for the export ***Event List (User 2)***as well as the filters ***Unconcluded Events Exist (User 1)***and ***Unconcluded Events Exist (User 2).***
17. Use the breadcrumb navigation to return to the **Edit Mailing** page.
18. Click **Send Mailing**.
19. Configure the delivery, then click **Save Settings**.

## Events nearing capacity notification

This Deliver mailing notifies users when they have a future event over 75% full. The mailing will also CC users listed as User 2 on each respective event. This mailing does not require any configuration, but both the percentage and time window can be customized in the recipient list if needed.

#### **Suitcase ID 💼**

```plaintext
82affd43-2eaa-4b31-9657-e8ce486d1dd1:slate-examples
```

To use this Suitcase mailing:

1. Copy the **Suitcase ID** listed above.
2. In your database, select **Database**from the main navigation.
3. Click **Import**.
4. Past the **Suitcase ID**.
5. Click **Retrieve.**
6. Click Import. You are redirected to the Events Nearing Capacity Notification mailing.
7. Click Edit Message.
8. Review and edit the message (optional)
9. Click **Save.**
10. At the top of the mailing, click **Edit Recipient Lists**.
11. Click the**events-nearing-capacity recipient list**
12. click **Edit Query**
13. In the query builder, look in the **Filters** section for the filter that controls percent full/capacity (for example, a filter indicating events are ≥ 75% full).
14. Double-click that capacity‑related filter to open it.
15. In the filter configuration, change **75** to the percentage threshold your office prefers (for example, **80** or **90**).
16. Click **Save** in the filter window.
17. Still in the same query, look under **Filters** for the filter that limits events to future dates or a specific upcoming time range (for example, Event Date >= today and/or Event Date <= today+X).
18. Double-click the **date/time‑window filter** to open it.
19. Update the **relative date expression** (for example, change today+7 to today+14, or adjust as needed for your reporting window).
20. Click **Save** in the filter window.
21. Use the **breadcrumb** navigation at the top (for example, click the mailing name) to return to the main **Edit Mailing** view for the Events nearing capacity notification mailing.
22. Click **Edit Message**
23. Review the **To/CC** configuration and/or merge fields to confirm that the mailing is set to CC the **User 2** on each event (no change required unless you want to alter who is CC’d).
24. Click **Save**
25. Click **Send Mailing**.
26. In the **Send Mailing** configuration, ensure the correct **Recipient List** (the one you modified for events nearing capacity) is selected.
27. Set when and how often the mailing should run (for example, **Daily** at a specific time).
28. Adjust any additional scheduling options your office uses.
29. **Review any additional delivery settings**
  - Confirm other options such as:
    - **From** identity / Sender profile
    - Any test group or suppression settings
    - Tracking or other Deliver options your institution uses.
30. Click **Save Settings**
31. Click **Edit**in the top right corner. Confirm these settings are correct. Rename the mailing and assign a folder if needed.
32. Click **Save**

1. Click **Send Mailing**
2. Click **Send Mailing**(green button)

## Related

- [Advanced Liquid Markup](/advanced-liquid-markup.md)