☑️ Prerequisite Skills

Suitcase: Mailings can be added to Slate via Suitcase using the Suitcase IDs listed below.

Reader or Workflow Notification 

Example 1 - Reader Notification

This Deliver mailing will remind users if they have any applications in their Reader queue. 

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To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.

2. In your database, select Database from the main navigation.

3. Under Import and Data Processing, select Suitcase.

4. Click Import. 

5. Paste the Suitcase ID.

6. Click Retrieve. 

7. Click Import. You are redirected to the Custom Reader Notification mailing.

8. Click Edit Recipient Lists.

9. Select Readers with Applications in their Queue.

10. Click Edit Query.

11. Double-click the subquery filter Application in Queue.

12. Within the subquery filter, double-click the nested filter Current Bin / Name. 

13. Select the Reader bins that should be included in the mailing.

14. Click Save to save the nested filter.

15. Click Save again to save the subquery filter.

16. Repeat steps 11 through 15 with the subquery exports app_names and applications_count.

17. Use the breadcrumb navigation to return to the Edit Mailing page.

18. Click Send Mailing.

19. Configure the delivery, then click Save Settings. 

Example 2 - Workflow Notification

This Deliver mailing will remind users if they have any applications in their Workflow queue.

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To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.

2. In your database, select Database from the main navigation.

3. Under Import and Data Processing, select Suitcase.

4. Click Import. 

5. Paste the Suitcase ID.

6. Click Retrieve. 

7. Click Import. You are redirected to the Custom Workflow Notification mailing.

8. Click Edit Recipient Lists.

9. Select Readers with Applications in their Workflow Queue.

10. Click Edit Query.

11. Double-click the subquery filter Has Applications in Workflow Queue.

12. Within the subquery filter, double-click the nested subquery filter Has App in Specific Workflow Review Bin.

13. Within the nested subquery filter, double-click the nested filter Workflow Bin/Workflow Bin.

14. Select the Workflow bins that should be included in the mailing.

15. Click Save to save the filter configuration. 

16. Click Save again to save the nested subquery filter.

17. Click Save again to save the original subquery filter.

18. Double-click the subquery export workflow_app_count.

19. Within the subquery export, double-click the nested subquery filter Only count active apps in certain workflow bins.

20. Within the nested subquery filter, double-click the nested filter Workflow Bin/Workflow Bin.

21. Select the Workflow bins that should be included in the mailing.

22. Click Save to save the filter. 

23. Click Save again to save the nested subquery filter.

24. Click Save again to save the original subquery export.

25. Double-click the subquery export applicants_queue_names.

26. Double-click the nested filter Workflow Bin/Workflow Bin.

27. Select the Workflow bins that should be included in the mailing.

28. Click Save to save the filter.

29. Click Save again to save the subquery export.

30. Double-click the subquery export workflow_guid.

31. Double-click the nested filter Workflow Bin/Workflow Bin.

32. Select the Workflow bins that should be included in the mailing.

33. Click Save to save the filter.

34. Click Save again to save the subquery export.

35. Use the breadcrumb navigation to return to the Edit Mailing page.

36. Click Send Mailing.

37. Configure the delivery, then click Save Settings. 

Inbox Assignment Reminder 

This deliver mailing reminds users if they have any Inbox messages assigned to them. The recipient list query looks at all active users and outputs any Inbox message associated with that user that is Open and Unresolved through two different dictionary subquery exports.

The first dictionary subquery export looks at any messages that are Open/Unassigned with an SMS method. The second dictionary subquery export does the same with email methods.

Using Liquid Markup and for-looping, the mailing extrapolates the overall number of messages assigned to a user, and will display in a list view the first five messages that the user has associated with them.

This mailing does not require any additional configuration.

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Unassigned Messages in Gateway Inbox Reminder

This Deliver Mailing will notify any user that has a message associated with their User GUID within Gateway Inbox.

The Recipient List Query looks at all Active Users and analyzes through an Independent Subquery Export on the Message base any message that isn't currently associated with a Person GUID but is associated via Message Record to that User GUID. 

📝 Note

The recipient list for this query requires configuration.

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To use this Suitcase mailing:

1. Copy the Suitcase ID listed above.

2. In your database, select Database from the main navigation.

3. Under Import and Data Processing, select Suitcase.

4. Click Import. 

5. Paste the Suitcase ID.

6. Click Retrieve. 

7. Click Import. You are redirected to the Users w/Unassigned Messages in Gateway Inbox mailing.

8. Click Edit Recipient Lists.

9. Select Users w/Unassigned Messages in Gateway Inbox.

10. Click Edit Query.

11. Double-click the export Gateway Inbox URL.

12. Double-click the export Your database URL.

13. Replace "slate-examples.technolutions.net" in the area marked Literal with the URL for your institution's instance of Slate. Leave /manage/deliver/gateway?user= as-is.

14. Click Save to save the nested export.

15. Click Save again to save the subquery export.

16. Use the breadcrumb navigation to return to the Edit Mailing page.

17. Click Send Mailing.

18. Configure the delivery, then click Save Settings. 

Conclude Events Reminder 

This Deliver mailing will notify users when they have an event with an end date within the last 60 days that has not been "concluded."

The recipient list for this query determines whether or not an event has been concluded based on the presence of registrants whose status are still marked Registered. Using the Launch Check In function from the event page and clicking Conclude Event at the bottom of the Check In page will change all registrants to Attended or No Show status.

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To change the maximum age of the listed events from 60 days old to another value:

1. Copy the Suitcase ID listed above.

2. In your database, select Database from the main navigation.

3. Under Import and Data Processing, select Suitcase.

4. Click Import. 

5. Paste the Suitcase ID.

6. Click Retrieve. 

7. Click Import. You are redirected to the Unconcluded Events Reminder (60 Days) mailing.

8. Click Edit Recipient Lists.

9. Select Users with Unconcluded Events.

10. Click Edit Query.

11. Double-click the export Event List.

12. Double click the nested filter Forms / End Date >= today-60.

13. Change the value "today-60" to your desired maximum event age. For example, to show unconcluded events in the past 180 days, change the value to "today-180."

14. Click Save to save the nested filter.

15. Click Save again to save the subquery export. 

16. Use the breadcrumb navigation to return to the Edit Mailing page.

17. Click Send Mailing.

18. Configure the delivery, then click Save Settings. 

Events Nearing Capacity Notification

This Deliver mailing notifies users when they have a future event over 75% full. The mailing will also CC users listed as User 2 on each respective event. This mailing does not require any configuration, but both the percentage and time window can be customized in the recipient list if needed.

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