Deliver Configuration is the place to purchase and manage credits and configured accounts for texting (SMS), voice, fax, postcards, and letters delivered from Slate.

Accessing Deliver Configuration

👤 Required Role: Administrator (All Access)

Select Database from the main navigation, then select Deliver Configuration. Any service accounts that have been configured appear in a list.

Adding Accounts

To add a new account, click Add Account.

The following service accounts can be configured:

• SMS/Voice

• Facebook Ads

• Print

• Scoir Unifed Messaging

SMS/Voice

SMS/Voice accounts are used for Text Messaging, Robocalling, and Webinar Audio Bridges.

📝 Note: Purchase at least one block of Slate Credits to add a SMS/voice phone number.

Once you have purchased Slate Credits, you can provision a sender number in an area code or zip code of your choosing, or one which contains specified digits. This will be the number that appears as the caller ID for all outgoing texts and to which return texts will be sent.

Phone numbers can be provisioned for $1 (100 credits) per month per number.

Click Select, then enter the confirmation text in the browser pop-up and click OK. Your new number appears in the list.

Select the number to edit it. Configurations include:

Number pooling

🏔️ Summit 2025 Feature

Pool phone numbers in a single Inbox group.

Many higher-ed admissions, advancement, and (especially) advising offices have large numbers of staff responding to prospect, donor, and student messages. Rather than provisioning (and paying for) a new phone number for each of these staff members, these offices can use Message Number Pooling, which lets you make multiple phone numbers available to the members of a single Inbox group.

When a user in an Inbox group initiates an SMS conversation from Inbox, if the recipient hasn’t received a communication from Slate within the past 180 days, Slate picks one of the available numbers from the Inbox group’s number pool and assign it to the conversation. That number is now associated with this user when communicating with this recipient.

Any messages from the recipient to this pooled Inbox group are returned to the user. As communications to the pooled Inbox group come in, they’re routed to their associated conversation threads.

You only need as many numbers as you’d want individuals to be able to communicate with the same recipient. For example, say you have 100 advisors: you might only need three numbers in your Inbox group’s pool—enough for 3 different advisors to potentially talk to the same person over the lifetime of the conversation.

Voice-specific configurations

If the phone number is to be used for Voice (as opposed to SMS), the following settings can be configured:

• Slate Voice: Determine whether the account should ring the assigned user via Slate Voice. Inbound calls will utilize 1 credit/minute for calls that are terminated with Slate Voice.

• Dashboard: Assign the account to an inbound call dashboard.

• Slate Voicemail: Determine whether the account should use Slate Voicemail.

• Call Forwarding: Determine whether the account should use call forwarding.

• Forwarding Number: If using call forwarding, add a forwarding number. Inbound calls that are forwarded to an external number utilize 3 credits/minute.

Additional SMS/Voice numbers are available at the cost of $1 per month (billed as 100 credits per month) for each additional number.

Facebook Ads

Selecting Facebook Ads redirects you to Facebook. From there, you can connect an existing Facebook Ads account to Slate. For more information, see our article on Facebook Custom Audiences and Facebook's documentation.

Print

This account type allows for the sending of physical printed materials configured in Slate.

Scoir Unified Messaging

Select this account to use Slate Credits to send messages within Scoir to Scoir applicants, including "stealth" applicants (that is, students that are raising their hand in Scoir but haven’t reached out via Slate). Status tracking lets you see clicks and opens on the messages in Scoir.

📖 Further reading: Scoir Unified Messaging