Glossary of Terms

Note: This is a working document, subject to occasional updates.

Applications for Student Success

Term Definition
Activity An activity associated with the record and viewable on the Round (Year/Semester) tab.
Application Creation Form A form that, when submitted, creates an application and application tab on a person record (i.e. campus job application).
Checklist A list of items a student needs to provide for given time period. 
Materials Any document that needs to be stored with a person record.
Period A period defines the span of time during which an application may be created (i.e. academic cycle).
Round Application rounds may be used to reflect the year over year or semester to semester journey for a student.


Term Definition


Archive Deliver messages to hide them from Slate users without fully deleting them or losing any associated data. Archive can also be used for any queries, reports, forms, voyages.


To "Blind Carbon Copy" an email address means that the recipient in the "To" field will not be aware that the message was sent to another address.


A series of messages in Slate most often used in reference to Drip Marketing.  A campaign does not refer to a single message.


The Inbox Live Bots combines frequently asked questions with natural language processing to match answers to questions.

Check Logic

Use "Check Logic" to confirm that a record meets the logic of a recipient list query.

(Deliver Status)

In Deliver, the status of Completed indicates a message has been evaluated for sending, and it will not automatically be sent again.

Conditional Logic

Similar to Liquid Markup, Conditional Logic allows text or images to be displayed or hidden based on defined criteria.

Delay Delivery

Delay Delivery allows a Deliver Message to be sent at an exact time, and should not be used in conjunction with Delivery Windows in Ongoing Mailings.


Email Deliverability allow users to enter an email address to view messages previously sent to that address along with a log of email-related activity and suppression list information.

Delivery Window

For Ongoing Mailings, Delivery Windows are two-hour time frames in which the Recipient List of a Deliver message will be evaluated for sending.  Any records meeting the Recipient List criteria on the defined weekdays will receive the message during the Delivery Window.


DKIM (Domain Keys Identified Mail) authenticates an email you send from Slate by letting email servers know that an email is from you and not from a spam account.



Drip Marketing

A series of targeted messages in Slate connected by a defined population released over time. Messages in a Drip Marketing campaign will utilize population filters, including "Population Timestamp" or "Population Timestamp Days."

Gateway Inbox

When using the Microsoft Outlook Add-in or the Email to Slate Gateway feature, emails that were received in another system can be forwarded into Slate and matched against existing records. All forwarded emails are gathered in the Gateway Inbox and waiting to be matched.

In Progress
(Deliver Status)

In Deliver, the status of In Progress indicates a message is still being configured and has not yet been set to send.


Inbox allows email messages to be sent to a general, office-wide email account associated with person records in Slate. In addition to manual management of incoming email, rules can be leveraged to automate message tasks such as user assignment and automatic replies.

Inbox Live Bot

The Inbox Live Bots combines frequently asked questions with natural language processing to match the answers to questions asked.

Liquid Markup

Similar to Conditional Logic, Liquid Markup allows text or images to be displayed or hidden based on defined criteria. Liquid Markup offers more nuance that Conditional Logic and is generally recommended for more complex logic.


A single communication in Deliver, including emails, texts, postcards, etc.  Can be used interchangeably with "Message." Alternately, a "Campaign" is a series of mailings.


A single communication in Deliver, including emails, texts, postcards, etc.  Can be used interchangeably with "Mailing." Alternately, a "Campaign" is a series of messages.

Message Group

Message groups allow for a message recipient to opt out a single message group (such as undergraduate, history department, etc.), rather than setting the "Opt Out" tag by opting out from all future communications.

Message Preview

Use "Display Sample Message" to preview the look of the message for any possible recipient. Especially useful when building messages that contain conditional logic, this tool allows every iteration of a message to be tested.

Opt Out

Most frequently, Opt Out refers to the tag on the person record in Slate indicating a record has opted out of receiving communication. This tag can be set administratively or when a person selects "Unsubscribe from all future communications (including postal communications) from this organization." A person can also opt out of single message groups.


Sending a message to the Outbox will allow for final review before the mailing is delivered.  Outbox is most often used for print communications such as postcards.


Ping is an analytics service that records web accesses and associates the access history with user profiles.


A Population is a group of records with like attributes that are assigned a common label in Slate via population rules in the Rules Editor. Populations can include both prospect records and application records, and records can be enrolled in multiple populations at the same time.

Population Timestamp

Identifies all records that joined the population on a specified date or within a defined date range.

Population Timestamp Days

Identifies all records that have been in the specific population for a defined number of days.


Postcards can be designed in Deliver and sent via postal mail.  The associated cost includes both the printing and postage, and the current rates can be found in the Deliver Configuration tool.

Pre-Flight Checks

Pre-Flight Checks are errors and warnings that identify the most common mistakes in Deliver, but they should not be used exclusively for message review.  Red "Errors" will prevent activation of the message, while orange "Warnings" will require a use to acknowledge the warning by typing a confirmation message.

QR Code

QR codes are event specific codes that can be emailed or texted to students as a part of an event communication. These codes can be presented at the time of the event to allow for a quick and easy check-in process while using the Slate App.

Query String Parameter

A Query String Parameter allows for a form to be pre-filled with data from a person record in Slate and associated with the record before form submission.

Ready for Review
(Deliver Status)

In Deliver, the status of Ready for Review indicates a message has been created and requires another user to review and send.


The email address or mobile phone number of the person intended to receive a message.

Recipient List

A Recipient List is a live query (or uploaded spreadsheet) containing the list of people intended to receive a message.

(Deliver Status)

In Deliver, the status of Running indicates that a message is currently being evaluated for sending. When a message is at this status, no additional action is necessary and the messages will be delivered per the send setting configuration.

(Deliver Status)

In Deliver, the status of Running/Ongoing indicates that a message will continue to send until the stop date or until the messages is manually stopped.  When a message is at this status, no additional action is necessary and the messages will be delivered per the send setting configuration.

Slate Gateway

The Slate Gateway allows users to use a personalized BCC address to connect external email systems to Slate.


SMS (Short Message Service) is the technical name for text messaging.


Mailing Snippets are used to insert HTML content conditionally into Deliver mailings, Decision letters, Dashboards, or Portals. Examples include staff signatures, blurbs on academic programs, images related to an academic or extracurricular interest.


SPAM is generally defined as unsolicited bulk email messages.

Split Testing

Split testing allows for the creation and testing of two different versions of a message to see which one results in more opens or clicks.

Suppression List

A suppression list can be used when you need to exclude a population that cannot be identified with query filters. In other words, a random list of recipients needs to be excluded, and the only way to exclude them is to upload their email addresses in a spreadsheet.

System Emails

System generated emails that are transactional will trigger based on a very specific action in Slate. Some of the system emails were configured when the Slate Database was initially provisioned. Most system emails can be customized.


When a recipient clicks "Unsubscribe" from an email message, they will have the option to Opt Out of all future communication, or from a particular message group as defined by the institution. If a student chooses to Opt Out of all future communication, then the "Opt Out" tag will be set on the person record.


UTM or "Urchin Tracking Module"codes are basic codes that can be attached to custom URLs to track various marketing campaigns.


Term Definition

Attendees (Event Registrants)

Registrants that have been marked as attended for an event or slot.

Attendees (event guests)

Number of people registering for an event through one form response, including the registrant.


An event can be created to collect registrations, similar to a form. However, unlike forms, events have a date/time associated with them, and may have a location.

Event Communication

A communication triggered by an action taken related to an event. An event communication can be sent due to an event registration, update, waitlist registration, or can be triggered to send relative to when the event is taking place. Event communications are typically transactional, rather than marketing focused.

Outreach Mailing

Also known as an event invitation, Outreach Mailing is a specific type of event communication trigger. This type of communication allows a recipient list to be constructed from a specific population of records while selecting the necessary exports, much like a Deliver mailing, directly from an event.


Number of people joining a registrant at an event.


An iCal (or iCal feed) is created when Slate events are added to a personal calendar outside of Slate (i.e. Outlook, Google).


Another term for a Scheduler slot. Interviews/slots are very similar to Events, but are built to only allow one registration.

Landing Page

A webpage created to display events in specified folders. The landing page can show a calendar, list, or map view.

Related Event

An event that can be selected on a form or event, in order to register for multiple events at once. Related Events allows for consolidation of event registration for multiple events into a single registration form.

Reschedule (administrative)

Allows a user to select another date/time for an event registrant.

Reschedule (external)

Allows an external event registrant (i.e. student, alumni) to reschedule themselves for an event on another date/time. Appropriate event folders should be selected to allow the registrant to only reschedule themselves for those events.


Used to create events that are meant to only allow one registrant.


These are created within Scheduler as the event's registrants can sign up for. Only one registrant is allowed per slot.


Stops can be included within a trip to schedule logistical appointments only to be seen and used by the person traveling (i.e. hotel stays, flights, private appointments).


An event communication trigger defines what causes a communication to send. For example, event communication triggers include "Upon Registration", "Upon Update", or "Hours After Event."


Trips allow for the organization of events, slots, stops, and notes under an overarching itinerary for ease-of-tracking.


Term Definition

Admin Entry

Admin Entry describes when a form is submitted internally in Slate by a logged in user.

Calculation Formula

Calculation formulas can be added to form fields in order to perform mathematical equations, concatenations, and pre-fill data in fields, among other actions.

Direct Entry

Direct Entry describes when a form is submitted outside of Slate using the public URL, even when the form submitter is a Slate administrator.

Export Key

An Export Key will be pre-populated for mapped form fields.  If a form field is unmapped, an export key can be entered to enable querying on this field data.


Forms in Slate are used for a number of tasks, from collecting data from students to administratively updating specific data points for student records. A form is quite often an integral piece for many of the other Slate modules. A well-developed form can play a crucial role in marketing efforts, record management, events, and appointments.

Form Communications

A communication triggered by an action taken related to a form. A form communication can be sent due to an event registration, update, waitlist registration, or based on the form deadline. Form communications are transactional rather than marketing focused.

Form Field

Form fields are data points collected on a form; these can be text boxes, prompt-driven lists, addresses, or many other types of data. Unmapped form fields can capture data that is not essential within the larger context of the person record as they will not store back to the record. Form fields mapped to system fields will be stored back on the associated record.

Format Mask

Format masks can be placed on form fields to ensure that data is entered and formatted consistently.  For example, a GPA field may be restricted to only numeric data with two digits following the decimal point.  In other examples, a field format may include a currency with a thousands separator, or a field may force the input to be in the form of an email address.

Mapped Field

A mapped field is connected to a corresponding field on a record in Slate.  This connection is made by selecting from the "System Field" drop down in a form field.


A form communication trigger defines what causes a communication to send. For example, form communication triggers include "Upon Registration" and "Hours Before Deadline."

Replicate Block

Replicate blocks allows for ordered data to be captured on a form in a specified section.

Registration Block

Registration blocks allow for groups attending an event to quickly complete the registration process. The form or event registration would appear on each individual's record in Slate.

Unmapped Field

An unmapped field is not connected to a corresponding field on a record in Slate.  When submitted, the data will not be stored back to a record, but will be stored on the form submission.

Person Record

Term Definition

Audit Log

Located on the Timeline tab of the student record, the Audit Log displays changes to the the student record. These include items such as changes in field values, uploaded materials, and setting of tags.


Categories allow you to group prompts within your prompt list.

Device Type

Types of communication methods to contact a student. Slate offers default device types such as primary phone, mobile phone, evening phone, and email address. Custom device types can also be created.

Enrolled (Person Status)

A person status assigned to a record after a student has been deemed enrolled into your institution. 


A field is part of a record and contains a single piece of data (a value).


Assigning materials to the Folio will allow a material to be associated with a person record and fulfill and checklist items for any application(s) associated with the person record.

Force Execute

Administrative method to force rules created in the Rules Editor tool to be run on a record.


Administrative method to test a Slate user access and permissions settings.

Inquiry (Person Status)

A person status assigned to a record after a form submission or a test score has been submitted. This is the second level of Person Status (Prospect, Inquiry, Applicant, Enrolled).


A touch-point made with a student/donor. Items such as emails and texts sent from within Slate are automatically recorded, while interactions occurring outside of Slate are tracked manually.


Historical entry recording various interests of a student.


Historical entry recording a student's work history that is typically used within the Slate application but can be entered via the Person Record. 


A dataset containing U.S. domestic high schools and colleges within Slate.

Person Record

The Person Record is where an individual's data will be stored and displayed. This includes their status, biographical and contact information, a timeline of interactions, materials, academic history, scores, interests, and much more. 


Prompts are distinct choice values used in conjunction with fields.

Prospect (Person Status)

A person status assigned to a record after it's original creation in Slate. This is the first level of Person Status (Prospect, Inquiry, Applicant, Enrolled).


Family members of an individual can be stored as a relationship.


A data point which will not be updated if a current application exists. This is the default setting for all fields created in the Fields tool.


Schools attended by an individual. Schools are typically set via a form submission, dataset upload or application, and reference the institutions listed within the Organizations dataset.


Historical entry recording a student's athletic history.

Student Dashboard

The Student Dashboard is a tab located on the student record which displays important information regarding your student including past events attended, test scores and basic biographic information like sex, name and email.


Data on a student record will be displayed via tabs such as Dashboard, Timeline, Profile and Materials. Additional custom tabs can be added to display additional fields of your choice.


A tab on the student record which displays a summary of all changes including emails, texts, field value changes, logins and administrative impersonations.


This setting on a field, form or uploaded dataset will update the record regardless of an active application. This should only be used if the data being saved is from a trusted source.

Watch Flag

A type of interaction which displays important information within a yellow bar at the top of a record. 
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