Slate-Hosted Application Pages

Enrollment Information Page * - This page can be customized in any way to meet your institutional needs. The following prompt-based fields have been preconfigured - You must modify and add the prompt list that mirror your institutional options:

• Preferred Start Term

Knowledge Base - Custom Personal Background Page

Application Creation Form

Application Creation Form has been preconfigured to include round and pin. These must be updated prior to going live. Communications have been configured and need to be customized. You will need to customize the "Sender" field to reflect your institutional email.

Knowledge Base - Application Creation Form

Status Portal

The application status portal has been preconfigured. However, this portal can be enhanced based on institutional needs at any time.

Knowledge Base - Custom Applicant Status Portal

Submission Requirements

All common submission requirements have been preconfigured based on historical knowledge of other institutional expectations. These can all be modified or removed. You can also create any additional requirements at any time.

Knowledge Base - Application Logic Settings

Rounds & Periods *

*Placeholder periods and rounds have been preconfigured. These must be updated prior to going live.

Knowledge Base - Period and Round Structure

Decision Codes

Best practice Decision Codes have been preconfigured and can be customized to meet your institutional process.

Knowledge Base - Decision Codes

Decision Letters *

Three example placeholder letters have been preconfigured that can be customized to meet your institutional language and branding.

Knowledge Base - Decision Letters

Automation

The following rules have been pre-configured:

• Add Decision Reply Form to Checklist

• Add Enroll Decision Code

Knowledge Base - Decision Automations

General Review Workflow

A basic and general workflow has been created for reviewing applications. 

Knowledge Base - Configure the Workflow Process

Bins

Bins and columns have been created based on historical knowledge of general institutional needs. They can be configured or renamed to reflect your process.

Knowledge Base - Bins

Bin & Queue Automations

A Do Nothing Rule, Awaiting Submission and Awaiting Materials automations have been configured. Automation within the reader can increase efficiency of your review process. Further configuration is recommended.

Knowledge Base - Bin & Queue Automations

Review Form

A generic Reader Review form has been created and configured for the Review Bin. 

Knowledge Base - Workflows - Review Forms

Knowledge Base - Reader Review Form Calculations

Reader Tabs

Basic reader tabs have been created for:

• Dashboard (General Applicant Information)

• Personal Information

• Application Information

• Application

• Academic History

• Employment History

Additional Tabs and Materials should be configured to reflect your process.

Knowledge Base - Reader Tabs

Knowledge Base - Portals in Reader

Campaign

Two example templates have been created that is mobile responsive.

You will need to customize the "Sender" field to reflect your institutional email.

Knowledge Base - Build a Drip Marketing Campaign

System Emails

The following System emails have been generally configured with your {{System-Database-Friendly-Name}}:

Application Created

Application Submission

Account Password Reset

Account Email Migration

Recommendation Request (To Recommender)

Recommendation Submission (To Recommender) 

Recommendation Submission (To Applicant)

Mailings may need additional customization to reflect your branding/style guide. You will need to customize the "Sender" field to reflect your institutional email.

Knowledge Base - Default System Emails

Knowledge Base - Customize System Emails

Request for Information

*The following prompt lists are included on this form have been preconfigured with placeholder values, are associated with custom fields, and must be customized:

• entry_term *

A confirmation page/email has been configured to fire upon form submission. You will need to customize the "Sender" field to reflect your institutional email.

Knowledge Base - Creating a Form

Event Templates *

Three event templates have been created equipped with event communications. Event details must be customized.

The following must be updated in order to use these templates:

• Location

• Description

• Registration Settings

• Rescheduling (if applicable)

  Knowledge Base- Events

Event Landing Page  

Event Landing Portal has been configured and can be modified as necessary

Knowledge Base- Event Landing Page

Event Communications

The following emails have been configured for each event. You will need to customize the "Sender" field to reflect your institutional email. You will also need to Activate each mailing in order for them to function.

Confirmation Page

Confirmation Email

Reminder Email

Reminder SMS

Thank You for Attending Email

Sorry We Missed You Email

Knowledge Base- Form and Event Communications

Knowledge Base- Form and Event Communications Merge Fields 

Knowledge Base- Text Messaging (SMS) Overview

Knowledge Base- SMS to Impress

Query - Data Export *

This query has been preconfigured but must be modified further in order to activate and use.

Knowledge Base - Exporting Data Overview

Query - Document Export

This query has been preconfigured. You may customize filtering in order to us

Knowledge Base - Document Export Query

More Information Tab

Update the form to include any additional institutional-specific person-scoped fields, as necessary.

Knowledge Base - Custom Tabs

Application Details Tab

Update the form to include any additional institutional-specific application-scoped fields, as necessary.

Knowledge Base - Custom Tabs

Groups

Common groups have been preconfigured. Add any additional groups as necessary.

Knowledge Base - Origin Sources

Sources

Common sources have been preconfigured. Add any additional groups as necessary.

Knowledge Base - Origin Sources

Staff Assignments

The staff assignment exclusively group has been preconfigured. The remainder of these rules commonly are unique to each institutions. Be sure to update the filter criteria and all users associated. Alternatively, use these as a reference and delete them all / create your own from scratch.

Knowledge Base - Getting Started with Staff Assignments

Population

Two sample populations have been configured that can be used throughout drip marketing campaigns.

• Prospect 

• Applicant

Knowledge Base - Creating Populations

Fields

• Staff Assigned - The prompt list is directly associated with users created in your database. This prompt list will automatically update as users are or customized.

Knowledge Base - Field Settings

Prompts

The following prompt lists have been preconfigured, are associated with standard fields and can be customized:

• degree

• education_level

• ferpa_access

• ferpa_info

• ferpa_who

• high_school_grad

• major

• minitary_branch

• reference_type

• sex

• visa

The following prompt lists have been preconfigured, are associated with standard fields and can be customized:

• enrollment_status

• entrance_status

*The following prompt lists have been preconfigured with placeholder values, are associated with custom fields, and must be customized:

• term *

Knowledge Base - Prompt Settings

Role Groups & Permissions

The following roles have been pre-configured and can be updated to remove or add permissions that make sense for your users. These roles can be granted to any new user that you create that meet that criteria:

• Academic Advisor

• Admission Counselor

• Admissions Inbox

Knowledge Base - User Accounts