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  1. Slate Knowledge Base
  2. Student Success

Student Success

Getting Started

  • Slate Implementation FAQs
  • Guiding Principles of Slate Implementation
  • Assembling the Core Slate Team
  • Student Success Implementation Strategies
  • Student Success Support Resources
  • Stage 1: Initial Data and Process Considerations
See all 10 articles

Record Customization

  • Dashboards
  • Caseload & Record Management
  • Custom Fields & Prompts
  • Entities

Communications & Outreach

  • Deliver
  • SMS
  • Voice
  • Form Communications
  • Drip Marketing & Dynamic Content
  • Delivery Statistics & Analytics
  • Inbox
  • Branding

Event & Appointment Management

  • Events
  • Scheduler

Queries, Reports, Analytics

  • Getting Started with Queries

Automations

  • Overview
  • Advisor Assignment
  • Automating the Enrolled Person Status

Data Management

  • Creating a Stylized Advisor Snapshot Dashboard

💻 Webinars

  • 💻 Slate Spotlight: Student Success
  • 💻 Query Library, Research, & Custom Dashboards
  • 💻 Event Portal Widgets, Entity Management, Nudging
  • 💻 Projects & Tasks, User Permissions, & Related Datasets
  • 💻 Slate by Technolutions Presents: Apply to Alumni (Student Success)

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