Student Success

Getting Started with Student Success & Advising

• Guiding Principles of Slate Implementation
• Assembling the Core Student Success Team
• Student Success Implementation Time Commitment
• Student Success Implementation Strategies
• Student Success Support Structure
• Stage 1: Initial Data and Process Considerations

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Caseload & Record Management

• Person Record Separation and Categorization
• Data Integration Considerations
• Alerts & Insights
• Custom Tabs
• Caseloads
• Staff Assignment

Communications & Outreach

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

Displaying Data

• Tags
• Custom Interactions
• Custom Dashboards
• Custom Entities
• Portals

Event & Appointment Management

• Online Events and Webinars
• Form and Event Notes
• Event Landing Pages
• Events
• Active Scheduler
• Scheduler and Events

Queries, Reports, Analytics

• Getting Started with Queries

Rules & Automation

• Getting Started with the Rules
• Staff Assignment Automations

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)