The Slate Inbox feature allows your institution to directly manage multiple office email accounts hosted by email clients such as Gmail and Outlook and incoming text messages in Slate. For example, At Slate University, emails sent to " admissio...

Enhancements have been made to Inbox message functionality and automation. Include original messages in replies, forward messages, send attachments, create custom inbox message dashboards to display person record data, and track messages at a more ...

Hovering over the Inbox module displays the number of unresolved emails and text messages assigned to the user currently logged in or assigned to roles the user has:

The Inbox page allows users to view open and recently resolved messages that are assigned to roles and associated groups to which the user has been granted access. There are several methods that can be used together to filter the messages displayed...

Role assignments for messages are important, as the Role dictates which users are able to view and respond to the message within Inbox. If a message was assigned to a general Admissions Role, and the message instead must be answered by a user who is...

When a message is received, Slate attempts to automatically assign it to a person record. The automatic assignment will occur if there is exactly one record that has a matching email address that is not  Inactive . If there are no records that ...

When a message is selected, the left side of the page displays a Conversation History . This includes: the message sent to Inbox the five most recent messages sent to or from the associated record in the past 60 days The specifi...

Attachments included in a message can be viewed within Inbox and assigned to a material on a person or application record. If a message contains an attachment, a paper clip icon will appear next to the subject line when viewing messages in Inbo...

Snippets allow you to quickly add content that is used repeatedly to a message. Multiple Snippets can be used in the same message. Simply place your cursor in the location you would like the text to appear within the HTML editor, and then click on ...

The HTML editor in Inbox is the same editor used throughout Slate, including Deliver, Form Builder, Event Landing Pages, and on the person record when composing individual email messages. This section will discuss the features that are specific to I...

Messages that come into Inbox can be batch-managed or manually marked as Junk and automatically be routed to the Junk folder in Inbox upon receipt through spam filtering or by configuring a Message Inbox rule in the Rules Editor. Spam Filtering ...

Similar to SMS messages, MMS messages received in Inbox are now visible and can be assigned as a material to a record. Create a Material Much like assigning a new material via Batch Acquire, configure any necessary material types in Data...