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.

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.
     

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 [email protected]
     

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.

3. Follow the steps described on the page by either logging in or requesting an account.

   

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

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.

   

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.
   

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.

8. Click Save.

🔔 Do not adjust the mappings for the following fields: scoirID, scoirCollegeID, engaged

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

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".

   

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
     

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.

   

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
     

5. Click Append.

6. Click Guess Below to auto-populate the destination values.

7. Click Save.

interests

📝 This data is only available to Scoir partners.

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 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
     

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 |
     

7. Click Save.

academicFocus

📝 This data is only available to Scoir partners.

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 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
     

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
     

7. Click Save.

isFirstGen

📝 This data is only available to Scoir partners.

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.

   

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.

   

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.

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.

   

📖 Further reading: Source formats

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:

   bb84b23b-343e-4d6f-8485-9c9a32cdb9f8:sco

5. Click Retrieve. A popup appears.

6. Click Import. You are redirected to the Scoir query.

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.

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
     

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.
   

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.
    

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.
    

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.
   

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.