User Experience

All of the interactions within Slate, including form communication emails, are automatically captured and stored on the Interactions tab. For example:

• Message - Created when a form communication email was sent to student after submitting the Request Information form

• Source - Created when student filled out and submitted the Request Information form

As students continue to interact with the admissions office, additional interactions and messages will populate on this tab:

Message and Source are two standard interaction codes that automatically populate the Interactions tab.

Messages

A Message interaction is automatically added to the student record when the following communications are sent:

• Form communications

• Event communications

• Interview communications

• Deliver email messages

• Ad-hoc messages sent through Slate or the Slate Email Gateway

For example, a prospective student who submits multiple event registration forms will have Message interactions for each of the event communications that were sent:

Source

A Source Code interaction is automatically added to the student record for the following items:

• Form registration

• Event registration

• Interview registration

• Source file import from Upload Dataset

• Application creation

For example, a student who submits multiple forms and also has had data imported into Slate from Upload Dataset may have a record with the following Source interactions:

• These items were added to the record through Upload Dataset.

• When a student cancels their visit, the Source code interaction remains on the record, but it displays in lighter text.

• The name of the Slate user who updated the registration status for this event appears in the User/Status column.

• Click a Source interaction to view information related to that source. For example, event registration interactions will display the registration form responses.