Admissions & Enrollment

Getting Started with Admissions

• Guiding Principles of Slate Implementation
• Assembling the Core Slate Team
• Implementation Time Commitment
• The Roadmap
• Slate Implementation Strategies
• Support Structure

Applications

• Getting Started with Applications
• Application Structure
• Slate-Hosted Application
• Checklists
• Status Page
• Application Record Automations
• Reading and Reviewing
• Decision Release
• Webinars

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Communications & Outreach

• Getting Started with Communications
• Configuring a Message
• Email
• SMS
• Voice
• Video
• Social Media
• Form Communications
• Drip and Dynamic Content
• Print & Real World
• Delivery Statistics and Analytics
• Inbox & Email Forwarding
• Opt-Out
• Branding
• 💻 Webinars

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Data & Document Management

• Getting Started with Data and Document Management
• Importing Data
• Exporting Data
• Importing Documents
• Exporting Documents
• Materials
• Consolidating Records & Matching Criteria
• Source Formats
• SFTP
• Web Services
• Briefcase
• 💻 Webinars

• Resource Auditor

Events

• Events
• Online Events and Webinars
• Interviews & Appointments
• Trips & Travel
• Related Events
• Managing Registrations, Waitlist, & Capacity
• Event Communications
• Calendar Integrations
• Webinars

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Fields and Prompts

• Standard Fields
• Custom Fields
• Prompts
• Entities
• Translation Codes
• 💻 Webinars

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Forms

• Getting Started with Forms
• Form Properties
• Form Palette & Mappings
• Transforming Form Data
• Form Communications
• Conditional Logic
• 💻 Webinars

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Integrations

• Application Sources
• Athletic Recruiting
• Credential Verification & Evaluation
• Search
• Test Scores
• Video Interviews
• Other

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Payments

• Getting Started with Payments
• Slate Payments
• External Payment Processors
• Payment Transactions
• 💻 Webinars

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Portals

• Getting Started with Portals
• Designing a Portal
• Portal Components
• Portal Properties & Configuration
• Custom Portals
• 💻 Webinars

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Productivity Tools

• Cycle Prep
• Getting Started
• Auditing Resources
• Projects & Tasks
• Share Screen
• Slate Scholar Custom Content
• Test Environments
• 💻 Webinars

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Queries, Reports, Analytics

• Getting Started with Queries
• Query Exports & Filters
• Reports
• Configurable Joins
• Ping
• Voyager
• External Analytics Scripts
• Predictions
• Custom SQL
• Webinars

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Records

• Research
• Getting Started with Records
• Interactions & Activities
• Profile
• Relationships
• Custom Tabs
• Customizing Records
• Person Record Automations
• Custom Datasets
• Organization Dataset
• Organization Contacts Dataset
• 💻 Webinars

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Rules & Automation

• Getting Started with the Rules
• Staff Assignment Automations
• Origin Groups & Sources
• 💻 Webinars

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Users, Permissions & Security

• Controlling Users Access
• Controlling Object Access
• Controlling User Access to Records
• Security
• Data Privacy
• Webinars

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