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Interactions & Activities
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Contents
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Interactions & Activities
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Interactions
Interactions between Admissions offices and prospective students are tracked both within Slate and externally. For example, a prospective student might fill out a Request Information form or sign up for a campus visit using forms built in Slate. Add...
Updated : 17 Nov 2023
Timeline Tab for Advancement
The Timeline tab tracks activities and interactions for the constituent record. The Timeline tab includes four sections: Timeline, Interactions, Audit Log, and Campaigns. Timeline The Timeline section provides a chronological history of inter...
Updated : 23 Nov 2023
Custom Interactions
All interactions that occur in Slate, such as emails, texts, events, gifts, and file imports, are automatically captured and stored on the Interactions tab. Any other types of interactions or communications with constituents can be added as custom i...
Updated : 03 Apr 2024
Watch Flag Interaction
A Watch Flag is a custom interaction that displays a yellow bar across the top of a person record, indicating an important message about the person. Examples could include: VIP, a child of a faculty member, a local celebrity, or other high-level dat...
Updated : 17 Nov 2023
Active Links in Interactions and Activities
Some users may wish to include a link to an outside resource within an interaction or activity for quick access. This can be done by adding a web address to any of the following within the interaction or activity: Public Comments Private Comme...
Updated : 17 Nov 2023
Batch Interaction and Activity Management
While it can often be most effective to manage your Interactions and Activities through the Database Tool, Slate also gives you the ability to batch manage this data. This functionality can be especially useful when you are transferring data to Slat...
Updated : 17 Nov 2023
Contact Reports for Advancement
Contact Reports allow gift officers to record in-person interactions with donors and prospective donors. Built using the Forms functionality, both the form submission itself, as well as any mapped interactions, will display on the Timeline tab ...
Updated : 22 Nov 2023
Tele-Fundraising
Tele-Fundraising can be accomplished in Slate through the use of Queries, Interactions, and Forms. Set as a tracking query, callers are able to fetch a limited number of results that display the details of a potential donor (including their phone n...
Updated : 22 Nov 2023