Introduction to Communications

Connect with your constituents through Slate's powerful communication tools! Create and deliver high-value content through multiple channels, both dynamically and as part of scheduled communications. Best of all, these tools all track right back to the person's record. This course is structured to build your conceptual knowledge of communications in Slate.

Introduction to Querying with Configurable Joins

Build your conceptual knowledge of querying with Configurable Joins in Slate! Slate is designed to elevate data to make any data point available, reportable, and intuitive for users to access. This course will let you delve into querying with Configurable Joins, an essential function interconnected with all other Slate tools and processes.

Data Structure in Slate

To best understand how to access your data, it's essential first to understand how it is categorized and organized in Slate. Slate is a relational database that stores and provides access to data points related to one another. In this course, you will learn how data in Slate is organized and how each type of data point is related.

Report Builder at a Glance

Learn the basics of the Report Builder in Slate! One of your database's primary functions is collecting data -an important function that allows you and your institution to operate. In this course, you will learn the key layers and components of the report builder.

Managing Permissions in a Shared Database

Mission: permissions! Discover important best practices for managing permissions in a shared database environment. Then, explore population permissions, Configurable Join base and join permissions, field permissions, and how to appropriately use the rules editor to segment records in a database.

Enhanced Portal Design

Ready to take portals to the next level? Use this course to review core concepts in portal planning and structure. Throughout these hands-on lessons, you will build a practice portal with various organizational components and custom styling. This will serve as a design reference and source of inspiration when revamping existing portals or building portals in the future.

Introduction to Express Portals

Portals the easy way! In this course, you will explore the world of portals and learn how to easily create dynamic and user-friendly portals using the Express framework. You'll gain an understanding of the differences between a traditional portal and an express portal and discover the key components that bring an express portal together.

You've Got Mail: Inbox Email Management for Your Admissions Team

Explore Inbox: Slate's centralized email management system. Set up your Inbox and witness firsthand how it forwards your institution's incoming emails to the appropriate users in Slate, adds dynamic content to reply emails, and allows you to manage email attachments in your Slate database.

Creating an Efficient Workflow for Admissions Counselors

Explore the features and functionalities of the new Workflows tool. Create workflows and learn firsthand how to quickly and easily manage all aspects of a workflow in one centralized location.

Population Permissions for Graduate Schools in a Shared Database

If you are a graduate school sharing a database with other schools or offices at your institution can be tricky! Learn the ins and outs of using Populations and Population Permissions to grant your users access to your database's appropriate records and functions.

Custom Dashboards for Admissions & Enrollment

Most of the functionality in Slate gravitates toward maximizing recruitment efforts, yield, and communicating with your constituents. This course will look at tools in a different light to maximize operational efficiencies creatively! 

You will learn the basics of building a custom dashboard and creating a dashboard that displays key data beautifully and dynamically by displaying images, emojis, inserting links, liquid markup, and translation codes.

Introduction to Event Management

Create and manage events in your Slate database with ease! Dive into the specifics of creating templates for recurring events and setting up registration confirmation pages and emails, including QR codes for hands-free check-in and managing day-of registration. This course will set you on the path to mastering the fundamentals of building simple events.

Managing and Reporting on Complex Events

Make complex events simple! Learn how to best manage complex events, in-person or online, from start to finish. This includes: creating registration forms, personalized and dynamic communications, and post-event actions like surveys and reports. At the end of the course, you'll walk away having built a complex event structure, all communications associated with the event, a post-event survey, and internal logistics reports for event facilitation.

Using Configurable Joins to Create Recipient Lists for Admissions

Looking for the easiest way to manage mailing recipients? Look no further. In this course, you’ll learn about the types of recipient lists available in Slate and how queries can be used to actively manage them. Follow along to create a recipient list using both a new query and an existing one.

Simplify your Complex Events Using Related Events

Are you tired of juggling multiple registration forms for various events like Admitted Students Day or Fall Open House? In this course, you will learn how to consolidate these events into one streamlined registration form, providing a seamless experience for you and your attendees. Don't let multiple registration forms cause chaos, join this course and streamline your event registrations today!

Get What You Want: Collect & Share Application Data with High School Counselors

Slate allows institutions to share application data with high school counselors. Slate also grants high school counselors the ability to submit application-related documents on behalf of applicants. The lessons in this course will teach you how to use these Slate features to speedily gather submission requirements throughout the application process. As a bonus, this course will model how to create a Deliver email campaign that invites high school counselors to join the Slate.org platform and enhance the data collection and sharing process between institutions and high school counselors.

Introduction to Querying with Configurable Joins

Slate is built to elevate data in a way that makes any data point available, reportable, and intuitive for users to access. In this course, learn about querying - an essential function that is interconnected to all of the other tools and processes in Slate.

Pivot Tables in Report Builder aka Data Explorer

Creating visually engaging reports is a breeze with Data Explorer! Learn the basics of Data Explorer and how to create pivot tables.

Getting Started with Importing the Common App

This course is designed to provide an overview of managing and maximizing Slate functionality when importing the Common Application for first-year applicants. We will cover the steps and general best practices for importing data from the Common Application to your Slate database. This course will also explore the common challenges and pitfalls when dealing with imported app data and how to avoid and troubleshoot these issues.

Application Materials and Checklists

Learn how to use Materials and Checklists to streamline the process of collecting application items like essays and transcripts, administratively and externally.

Drip Marketing and Dynamic Content

Set it and forget it! Learn how to create a communications/marketing campaign that automatically delivers specific content to specific recipients over a period of time.

Statistics & Tracking (UTM & Ping)

Did you know that Deliver provides automatic open and click tracking of all transactional and marketing communications sent through Slate? Learn how these metrics can offer useful insights into who is interacting with your communications and what those interactions look like.

You've Got Mail: Inbox Email Management That Will Ensure Student Success Team

Explore Inbox: Slate's centralized email management system. Set up your Inbox and witness firsthand how it forwards your institution's incoming emails to the appropriate users in Slate, adds dynamic content to reply emails, and allows you to manage email attachments in your Slate database.

Creating an Efficient Workflow for Academic Advisors

Explore the features and functionalities of the new Workflows tool. Create workflows and learn firsthand how to quickly and easily manage all aspects of a workflow in one centralized location.

Population Permissions for Student Success in a Shared Database

If you are in a Student Success and Retention office, sharing a database with other schools or offices at your institution can be tricky! Learn the ins and outs of using Populations and Population Permissions to grant your users access to your database's appropriate records and functions.

Custom Dashboards for Student Success

Most of the functionality in Slate gravitates toward maximizing engagement with students and communicating with your students. This course will take a look at tools in a different light to maximize operational efficiencies creatively!

You will learn the basics of building a custom dashboard and creating a dashboard that displays key data beautifully and dynamically through displaying images, emojis, inserting links, liquid markup, and translation codes.

Using Configurable Joins to Create Recipient Lists for Student Success

Looking for the easiest way to manage mailing recipients? Look no further. In this course, you’ll learn about the types of recipient lists available in Slate and how queries can be used to actively manage them. Follow along to create a recipient list using both a new query and an existing one.

Introduction to Event Management

In this course, we will review how to create and manage events in your Slate database. We will dive into the specifics of creating templates for recurring events, setting up registration confirmation pages and emails, including QR codes for hands-free check-in, and managing day-of registration. This course focuses on the fundamentals of building simple events.

Integrations for Student Success: Working with your SIS, LMS, and More

Slate may not collect all your institutional data, but it sure can store it! In this course, you’ll learn the basics of integrating data between Slate and other services such as an SIS, LMS, or Financial Aid System.

Using Formulas in a Query to Calculate Student Risk

Looking to take a calculated risk? In this lesson, learn how queries can be used to combine or transform data through the use of formulas. Follow along as we create a formula to calculate student risk.

Customizing Slate's Homepage

Make Slate's Homepage your own with customized content! In this course, you'll learn about the options for tailoring Slate's Homepage to your institutional needs using widgets and reports. Follow along to create your own Homepage elements.

Create an Advising Email Using Liquid Markup and Merge Fields

Do you want to do more with communications? This may be the starting place for you. In this lesson, follow along as we create an advising services email to students based on their declared major.

Creating and Displaying Content Blocks in a Mailing

Dynamic communications are a powerful way to customize mailings depending on the recipient. In this lesson, you'll learn by doing. Create a residence hall content block to display a description of a student's residence hall. You'll also learn how these can be displayed in a mailing.

Creating a Clubs and Organizations Entity

Scared of entities? Don't be! In this course, learn what makes entities special and practice creating your own Clubs and Organizations entity.

Creating a First Semester Drip Marketing Campaign

Plan ahead for success! In this lesson, learn how to setup your first semester communications ahead of time using the Campaigns feature of Deliver.

Best Practices for Using SMS

Level up your texting! Learn about the various features available for making your SMS communications more streamlined and student-centered.

Personalizing the Person Record with Custom Tabs

Need at-a-glance information? In this course, you'll learn about your options for customizing the information displayed on the person record.

Active Scheduler: Succinct Appointment Creation for the Advisor, Counselor, and more

Schedule appointments with ease! In this course, learn how the Active Scheduler tool can be used to easily create Advising Appointments within pre-determined availability windows.

Using Related Events for New Student Orientation

Up your orientation game with related events! In this course, learn about the various event structures available to you as well as when they provide the most benefit. Additionally, follow along as we create a New Student Orientation using related events.

Using the Research Tab to Store Advising Notes

Got external data? Store it on the Research tab! In this lesson, learn how the research tab can be used to store data from internal and external sources. Follow along as we create a research tab to store academic advising notes.

Understanding Matching Criteria and Table Ranks for Student Success

Does Slate data have you scratching your head? Learn all about the process Slate performs to match records and determine table ranking. This process helps to provide the end user (you) with the most relevant data points available.

System Emails for Student Success

In this course, you'll learn how to customize the system emails automatically sent out to your end-users. Additionally, we'll provide some tips for using system emails in a shared database.

Creating a Custom Dataset for Student Success

Datasets might sound daunting, but after taking this course you'll feel confident in your ability to explain what they are, how they work, and even build one for yourself!

Managing and Reporting on Complex Events

Make complex events simple! Learn how to best manage complex events, in-person or online, from start to finish. This includes: creating registration forms, personalized and dynamic communications, and post-event actions like surveys and reports. At the end of the course, you'll walk away having built a complex event structure, all communications associated with the event, a post-event survey, and internal logistics reports for event facilitation.

Introduction to Event Management

Create and manage events in your Slate database with ease! Dive into the specifics of creating templates for recurring events and setting up registration confirmation pages and emails, including QR codes for hands-free check-in and managing day-of registration. This course will set you on the path to mastering the fundamentals of building simple events.

Creating and Reporting on Dynamic Communications

Make your communications shine with dynamic content! This course will teach you to establish and execute a communications project plan that involves campaigns, Liquid markup, and Content Blocks. Then, you'll get familiar with Deliver statistics, how to best implement UTM parameters, and how you can use Ping to make informed decisions based on user traffic. Lastly, use the report builder to understand the outcomes of multichannel marketing strategies. At the end of the course, you'll walk away having built at least five reports, all using Configurable Joins!

Constituent Management

In this course, learn how to manage constituents by defining and using constituent types.

Constituent Modification

Further specify the constituents that your institution engages with. Learn how to both rename and add additional constituent types to your Slate database.