You've Got Mail: Email Management with Inbox

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

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 Institutions 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.

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

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.

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.

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.

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 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.

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.

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!

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.

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.

Use Configurable Joins to Create Recipient Lists

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 with 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 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.