---
title: "Scoir Unified Messaging"
slug: "scoir-unified-messaging"
tags: ["Includes Suitcase ID"]
updated: 2025-08-29T17:19:00Z
published: 2025-08-29T17:19:00Z
---

> ## 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.

# Scoir Unified Messaging

**Scoir Unified Messaging**lets you communicate with stealth applicants through Deliver.

#### Steps to using Scoir Unified Messaging

1. Create a Scoir ID field
2. Add a Scoir account in Deliver Configuration
3. Connect the Scoir account to Slate
4. Add the Scoir Audience source format
5. Configure the Scoir Audience source format
6. Activate the Scoir Audience source format
7. Send a Scoir message with Deliver

## Step 1: Creating a Scoir ID field

If your institution already receives data from Scoir from the source formats **Scoir**or **ScoirMaterials**, you likely have a field established for Scoir ID.

Check if you have a Scoir ID field in **Database → Fields**:

1. Use the Search Fields bar to look for any fields with `scoir` in their name or field ID.
2. If you find a Scoir ID field, you can move on to [Step 2: Creating the Deliver Configuration account](/v1/docs/scoir-unified-messaging#step-2-creating-the-deliver-configuration-account).

If you don't yet have a Scoir ID field:

1. From the main navigation, select **Database**.
2. Under Records & Datasets, select **Fields.**
3. Select **New Field.**A popup appears.
4. Configure the following settings:
  - **Status:** Active
  - **Scope Category:** Records
  - **Scope:** Person
  - **ID:** `scoirID`
  - **Name:** Scoir ID
  - **Folder:** Keep fields organized by placing them in a folder. Create a new folder by selecting **Other**and entering a name.
  - **Category:** Select or create an optional field category.
  - **Field Type:** Free Text
  - **Unique for Merging:** Value contains a unique ID which identifies a single record for merging. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir ID Field.png)
5. Click **Save.**
6. Click the link in the sidebar to refresh the fields cache.

With a Scoir ID field in place, we can move on to connecting your institution's Scoir account to Slate.

## Step 2: Creating the Deliver Configuration account

1. From the main navigation, select **Database.**
2. Under Communications, select **Deliver Configuration.**
3. Click **Add Account.**A popup appears.
4. From the Service list, select **Scoir.**
5. Click **Continue.**The Edit Account popup appears.
6. Configure the following settings:
  - **Status:** Active
  - **Name:** Enter a name for the Deliver account, like "Scoir".
  - **Scoir Account:** Select your institution's Scoir account.
  - **Activating User:** By default, this is the user creating the Deliver account. Click the pencil to edit the user's name, email, and title.
  - **Scoir Student Outreach Manager:** Select a user to assign them the responsibility for messaging Scoir students. This information is shared with Scoir and can be updated by emailing [support@scoir.com](mailto:support@scoir) ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Add Scoir Account.png)
7. Click **Save.**

## Step 3: Connecting your Scoir account to Slate

1. Select the newly created Scoir account from the list of Deliver accounts. A popup appears.
2. Under Configurations, click **Scoir Account Login**. You are directed to the Scoir [Slate Integration Activation page](https://www.scoir.com/colleges-slate-integration-activation).
3. Follow the steps described on the page by either logging in or requesting an account.

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

In completing the previous steps, Slate creates a **Scoir Acount prompt**under the prompt key `device_type` and maps the Scoir College ID value to it.

📖 **Further reading:***Activating the Account in Scoir*in [Scoir documentation](https://scoir.helpdocs.io/article/hxl1tybntt-for-colleges-slate-integration-message-scoir-students-from-slate#activating_the_account_in_scoir)

## Step 4: Adding the Scoir Audience source format

When a student expresses interest in your institution through Scoir, their information is imported to your database through the **Scoir Audience source format.**

To add the Scoir Audience source format to your database:

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Format Library.**
3. In the Search Library bar, enter "Scoir Audience".
4. Click **Add.**A popup appears.
5. Click **Add.**A system dialog appears.
6. Click **OK.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Add Scoir Audience source format.png)

You are redirected to the Scoir Audience source format summary page.

## Step 5: Configuring the Scoir Audience source format

To access the source format:

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Formats**.
3. Select **Scoir Audience** from the list.
4. Click **Remap.** ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir Audience source format.png)
5. Select **scoirID.**A popup appears.
6. Set Destination to **Fields / Other - Scoir ID.**
7. Select **Enable unsafe import to this destination.**Do not make any further changes to this field. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Map ScoirID Field.png)
8. Click **Save.**

> [!CAUTION]
> 🔔 Do not adjust the mappings for the following fields: **scoirID, scoirCollegeID, engaged**

### Mapping fields

The following table describes the source format's default mappings.

| Source Field | Destination | Description |
| --- | --- | --- |
| `scoirID` | Device - Value, Scoir - Scoir ID | Added on the person record as a new device of type Scoir. Map to the Scoir ID field created in [step one](/v1/docs/scoir-unified-messaging#step-1-creating-a-scoir-id-field). |
| `scoirCollegeID` | Device - Type | Added on the person record as a new device of type Scoir. |
| `engaged` | Device - Priority | Comes into Slate as true. If the student unfollows your institution on Scoir, this is updated to false and Device Priority becomes Inactive. |
| `first_last_dob` | N/A | Hashed value based on student's first name, last name, and date of birth. |
| `first_last_email` | N/A | Hashed value based on student's first name, last name, and institutional email. |
| `first_last_personalemail` | N/A | Hashed value based on student's first name, last name, and personal email. |
| `highschoolCEEB` | School: CEEB Code |  |
| `highschoolGradYear` | School: Name |  |
| `engagementStage` | Custom field & prompts must be created | Student indication in Scoir that they are following, planning to apply, or have already applied to your college. |
| `interests` | Custom fields & prompts must be created | Available to [Scoir partners](https://www.scoir.com/colleges). |
| `academicFocus` | Custom fields & prompts must be created | Available to [Scoir partners](https://www.scoir.com/colleges). |
| `isFirstGen` |  | Available to [Scoir partners](https://www.scoir.com/colleges). |

### Creating custom fields and prompts

The `engagementStage` value represents whether a student is following, planning to apply, or has already applied to your college through Scoir. You must create a custom field and custom prompts in Slate to receive this data. The field should be person-scoped and have a type of Single Value. Prompt values are **Following**, **Applying**, and **Applied**.

To map this data:

#### Create the prompts

1. From the main navigation, select **Database.**
2. Under Records and Datasets, select **Prompts.**
3. Click **New Prompt Key.**A popup appears.
4. Enter `scoir_engagement_stage` in the Name and Key fields.
5. Click **Save.**
6. Click **New Prompt.**A popup appears.
7. Enter "Applied" in the Value field.
8. Click **Save.**
9. Create two more prompts with values of "Applying" and "Following".

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

#### Create the field

1. In the right side menu, click **Fields.**
2. Click **New Field.**A popup appears.
3. Configure the following settings:
  - **Status:** Active
  - **Scope Category:** Records
  - **Scope:** Person
  - **ID:** `scoir_engagement_stage`
  - **Name:** Scoir Engagement Stage
  - **Field Type:** Single Value
  - **Prompt:** Select `scoir_engagement_stage` ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir Engagement Stage Field.png)
4. Click **Save.**

#### Map the field

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Formats**.
3. Select **Scoir Audience** from the list.
4. Click **Remap.**
5. Select **engagementStage.**A popup appears.
6. Configure the following settings:
  - **Destination:** Fields / Other - Scoir Engagement Stage
  - **Unsafe Overide:** Select Enable unsafe import to this destination
7. Click **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Set destination - Scoir Engagement Stage.png)

#### Map the prompts

1. From the right side menu, select **Prompt Value Mappings.**
2. Select **engagmentStage**. A popup appears.
3. Click Append Values. A popup appears.
4. In the text field, enter the following, separated by returns:
  - Following
  - Applying
  - Applied ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Prompt Value Mappings - engagementStage.png)
5. Click **Append.**
6. Click **Guess Below**to auto-populate the destination values.
7. Click **Save.**

### interests

> [!WARNING]
> 📝 This data is only available to [Scoir partners](https://www.scoir.com/colleges).

The `interests` value represents student interests as registered in Scoir.

You must create a custom field and custom prompts in Slate to receive this data. The field should be person-scoped and have a type of Multiple Value.

Prompt values can be imported through a CSV file provided by Scoir.

To map this data:

#### Import the prompts

1. Download the Scoir Interest Prompt Values file.
2. Follow the steps in the [Batch Create & Edit Prompts - Prompt Import Source Format](/v1/docs/batch-create-edit-prompts-prompt-import-source-format) article to import the prompts into Slate.
3. Name the prompt and prompt key `scoir_interest`**.**

#### Create the field

1. From the main navigation, select **Database.**
2. Under Records & Datasets, select **Fields.**
3. Click **New Field.**A popup appears.
4. Configure the following settings:
  - **Status:** Active
  - **Scope Category:** Records
  - **Scope:** Person
  - **ID:** `scoir_interest`
  - **Name:** Scoir Interest
  - **Field Type:** Multiple Value
  - **Prompt:** Select `scoir_interest` ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir Interest Field.png)
5. Click **Save.**

#### Map the field

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Formats**.
3. Select **Scoir Audience** from the list.
4. Click **Remap.**
5. Select **interets.**A popup appears.
6. Configure the following settings:
  - **Destination:** Fields / Other - Scoir Interest
  - **Unsafe Overide:** Select Enable unsafe import to this destination
  - **Delimiter:** Select `|` ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Set Destination - Scoir Interest.png)
7. Click **Save.**

### academicFocus

> [!WARNING]
> 📝 This data is only available to [Scoir partners](https://www.scoir.com/colleges).

The academicFocus value represents a student's academic focus as registered through Scoir.

You must create a custom field and custom prompts in Slate to receive this data. The field should be person-scoped and have a type of Multiple Value. Prompt values can be imported through a CSV file provided by Scoir.

To map this data:

#### Import the prompts

1. Download the Scoir Academic Focus Prompt Values file.
2. Follow the steps in the [Batch Create & Edit Prompts - Prompt Import Source Format](/v1/docs/batch-create-edit-prompts-prompt-import-source-format) article to import the prompts into Slate.
3. Name the prompt and the prompt key `scoir_academic_focus`**.**

#### Create the field

1. In the right side menu, click **Fields.**
2. Click **New Field.**A popup appears.
3. Configure the following settings:
  - **Status:** Active
  - **Scope Category:** Records
  - **Scope:** Person
  - **ID:** `scoir_academic_focus`
  - **Name:** Scoir Academic Focus
  - **Field Type:** Multiple Value
  - **Prompt:** Select `scoir_academic_focus` ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir Academic Focus Field.png)
4. Click **Save.**

#### Map the field

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Formats**.
3. Select **Scoir Audience** from the list.
4. Click **Remap.**
5. Select **academicFocus.**A popup appears.
6. Configure the following settings:
  - **Destination:** Fields / Other - Scoir Academic Focus
  - **Unsafe Overide:** Select Enable unsafe import to this destination ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Set Destination - Scoir Academic Focus.png)
7. Click **Save.**

### isFirstGen

> [!WARNING]
> 📝 This data is only available to [Scoir partners](https://www.scoir.com/colleges).

#### Create the field

To create a field for Scoir First Generation Status data:

1. In the right side menu, click **Fields.**
2. Click **New Field.**A popup appears.
3. Configure the following settings:
  - **Status:** Active
  - **Scope Category:** Records
  - **Scope:** Person
  - **ID:** scoir_firstgen
  - **Name:** Scoir First Generation
  - **Field Type:** Bit
4. Click **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir First Generation Status Field.png)

#### Map the field

1. From the main navigation, select **Database.**
2. Under Import and Data Processing, select **Source Formats**.
3. Select **Scoir Audience** from the list.
4. Click **Remap.**
5. Select **isFirstGen.**A popup appears.
6. Configure the following settings:
  - **Destination:** Fields / Other - Scoir First Generation
  - **Unsafe Overide:** Select Enable unsafe import to this destination
7. Click **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Set destination - Scoir First Generation.png)

### Record matching

The Scoir Audience source format uses custom SQL to match existing records or create new ones. Since Scoir hashes applicant data to protect their privacy, you'll receive new records with identifying information scrambled by a hash, a type of data encryption. If Slate determines these hashed values match an existing record in your database, it will match the two.

Match attempts stop as soon as a successful match exists: once a record is found, that is considered the record. The matching logic is:

1. **Scoir ID:**The unique field from the source data. If there's no match, then Slate looks for a hash created from...
2. **Account email address** + **first** + **last:** If these data aren't available, Slate looks for a hash created from...
3. **Personal email address** + **first** + **last:**If these data aren't available, Slate looks for a hash created from...
4. **First** + **last** + **birthdate:**If there is no matching record for this hash, Slate creates a new person record without identifying information.

### New record creation

If Slate doesn't find a match, it creates a record with name unknown. You can still communicate with these records using the Scoir method in Deliver, which is covered in the next section.When it creates a new record, Slate will also store the hash values for those unknown records attributed to the source format. These can be used during standard imports for matching purposes.

📖 **Further Reading:**[Record Matching and Creation](https://scoir.helpdocs.io/article/hxl1tybntt-for-colleges-slate-integration-message-scoir-students-from-slate#record_matching_and_creation)

## Step 6: Activating the Scoir Audience source format

With the source format configured, it's ready to be activated.

1. Follow the breadcrumb navigation to the Scoir Audience source format overview page.
2. Click **Edit**.
3. Set Remap Active to **Active**.
4. Click **Save.**

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

📖 **Further reading:**[Source formats](/v1/docs/creating-a-custom-source-format)

## Step 7: Communicating with Scoir applicants

With the new Deliver account associated with your institution's Scoir account, a new method, Scoir, is available in Deliver campaigns. The recipient list for these communications will be populated by records with Scoir IDs.

To send a message to Scoir applicants:

### Import Scoir filters (recommended)

#### Suitcase import

1. From the main navigation, select Database.
2. Under Import and Data Processing, select Suitcase.
3. Click Import.
4. Copy the following Suitcase ID:

```plaintext
bb84b23b-343e-4d6f-8485-9c9a32cdb9f8:sco
```
5. Click **Retrieve.**A popup appears.
6. Click **Import.**You are redirected to the Scoir query.

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

#### Store copy of query in Deliver / Templates folder

1. From the main navigation, select **Queries / Reports.**
2. On the right, select **Query Library.**
3. Select **Scoir**from the list of queries.
4. Click **Copy.**A popup appears.
5. **Configure the following settings:**
  - **Destination:** New Query
  - **Query Name:**Give the query a descriptive name, like "Scoir Recipient List Filters"
  - **Folder:**Select Deliver / Templates. If these folders don't exist, create them by selecting Other and entering "Deliver", then selecting Other and entering "Templates".
6. Click **Save**. You are redirected to the query summary page.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Copy Query - Scoir Recipient List Filters.png)

### Create the filters yourself

#### Create the query

1. From the main navigation, select **Queries / Reports.**
2. Click **New Query.** A popup appears.
3. Configure the following settings:
  - **Name**: Scoir Recipient List Filters
  - **Folder:**Select Deliver / Templates. If these folders don't exist, create them by selecting Other and entering "Deliver", then selecting Other and entering "Templates".
  - **Type:** Configurable Joins
  - **Category:** Records
  - **Base:** Person ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New Query - Scoir Recipient List Filters.png)
4. Click **Save.**

#### Create the Scoir ID Exists subquery filter

1. Click **Subquery Filter**. A popup appears
2. In the Name field, enter "Scoir ID Exists".
3. Leave Aggregate set to **Exists**.
4. Click **Export.**A popup appears.
5. Select your Scoir ID export. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Subquery Filter - Scoir ID Exists.png)
6. Click **Continue.**
7. Click **Save.**

#### Create the Scoir Matched Record subquery filter

1. Click **Subquery Filter**. A popup appears
2. In the Name field, enter "Scoir Matched Record".
3. Leave Aggregate set to **Exists**.
4. Click **Subquery Filter.**A popup appears.
5. In the Name field, enter "Scoir ID Exists".
6. Leave Aggregate set to **Exists**.
7. Click **Export.**A popup appears.
8. Select your Scoir ID export.
9. Click **Save**to save the nested subquery filter**.**
10. Click **Subquery Filter.**A popup appears.
11. In the Name field, enter "Email Exists".
12. Leave Aggregate set to **Exists**.
13. Click **Export.**A popup appears.
14. Select **Email**. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Subquery Filter - Scoir Matched Record.png)
15. Click **Save**to save the nested subquery filter**.**
16. Click **Save** to save the subquery filter.

#### Create the Scoir Stealth Record subquery filter

1. Click **Subquery Filter**. A popup appears
2. In the Name field, enter "Scoir Matched Record".
3. Leave Aggregate set to **Exists**.
4. Click **Subquery Filter.**A popup appears.
5. In the Name field, enter "Scoir ID Exists".
6. Leave Aggregate set to **Exists**.
7. Click **Export.**A popup appears.
8. Select your Scoir ID export.
9. Click **Save**to save the nested subquery filter**.**
10. Click **Subquery Filter.**A popup appears.
11. In the Name field, enter "Email Does Not Exist".
12. Set Aggregate to **Not Exists**.
13. Click **Export.**A popup appears.
14. Select **Email**. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Subquery Filter - Scoir Stealth Record.png)
15. Click **Save**to save the nested subquery filter**.**
16. Click **Save** to save the subquery filter.

### Create the mailing

1. From the main navigation, select Deliver.
2. Click **New Mailing.**A popup appears.
3. Enter a name for the mailing.
4. Under Method, select **Scoir**. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Scoir Message.png)
5. Click **Save**.

### Create the recipient list

1. Click **Edit Recipient Lists.**
2. Click **Import Query**. A popup appears.
3. Select the **Scoir recipient list query**you created earlier.
4. Click **Save.**You are redirected to the Edit Query page.