Slate Video lets you create and send videos wherever one-off communications can be sent, including person records, call lists, and within Slate Voice.

To configure Slate Video requires portals. If you haven’t explored them already check out our articles on Portals and Creating a Custom Portal.

The basic steps to configuring Slate Video are:

1. Create a new portal.

2. Create a new view for the portal.

3. Create the portal's default method.

4. Set the new view as the default.

5. Configure the portal layout.

Step 1: Creating a new portal

This portal is the template through which all personalized Slate videos appear to students if using Dynamic Content Blocks, meaning that any additional content added to this portal will appear for everyone.

1. Go to Database → Portals.

2. Select New Portal.

3. Configure the following settings:

   • Status: Active

   • Folder: Select an existing folder, or select Other and enter a new folder name.

   • Key: Enter video_portal.

   • Name: Enter a name, like Personalized Video Portal.

   • Default View: Leave blank.

   • Scope: Person

   • Security: Person

   • Secure Link: Leave blank

   • Anonymous Access: Allow access only for identified users

     

4. Select Save.

Step 2: Creating a new view

1. Select New View.
   
   

2. Enter a name, like Default.

3. Select Save.

   
   

4. Follow the breadcrumb navigation to the portal overview page.

   

Step 3: Creating a default method

1. Select New Method.
   
   

2. Configure the following settings:

   • Name: Enter Default

   • Type: GET

   • Output Type: Default Branding

   • Action: Leave blank

   • View: Select the default view
     

3. Select Save.

4. Follow the breadcrumb navigation to the portal overview page.

Step 4: Setting the new view as the default

1. Select Edit.

2. Select your newly created view for the Default View setting.

3. If it has not been done automatically, change the Secure Link setting at this point to Enable access via a secure link; otherwise students will be directed to a login page when they select the video thumbnail rather than being taken directly to the portal.

4. Select Save.
   
   
   

Step 5: Configuring the portal layout

1. Select the view you previously created. The portal editor appears.
   
   

2. A Slate Video widget is now available for you to drag and drop into place within the body of the Portal. This is the widget Slate will use to display and play the personalized video that was created and included in an email or SMS communication to a Person Record.
   
   

3. Select the first (one column) row layout. The new one-column row appears on the portal editor.
   
   

4. Select the Slate Video widget or drag it into the row you just created. An Edit Part popup appears.
   
   

5. For Name, provide an appropriate name.

6. Select Save.