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* 🔰 Getting Started
* 📃 Getting Started with Admissions
* Phase I: Preparation
* Phase II: The Roadmap and Project Planning
* Phase III: Implementation
* Phase IV: Year One & Beyond
* Implementation Checklist
* Customizing Your Turnkey (4 Year & Graduate Admissions) Database
* Customizing Your Turnkey (2 Year/Community College) Database
* 🎓 Getting Started with Student Success
* What is Student Success?
* An Introduction to Your Slate for Student Success Database
* Before You Implement Slate for Student Success
* Student Success Implementation Strategies
* 🤔 Initial Build Considerations
* Navigating the Slate Interface
* Stage 1: Initial Data and Process Considerations
* Stage 2: Populate Student Success Core Data
* Stage 3: Build Record and Process Architecture
* Stage 4: Populate Secondary Data
* Assembling the Core Slate Team
* Student Success Support Resources
* Considerations for Administering Student Success and Admissions in a
Shared Database
* 💻 Slate Spotlight: Student Success
* 🤝 Getting Started with Advancement
* Guiding Principles of Implementation
* Assembling the Core Slate Team
* Navigating the Slate for Advancement Interface
* Advancement Support Resources
* Step 1: Initial Data and Process Audit
* Step 2: Populate Advancement Core Datasets
* Step 3: Build the Record and Process Architecture
* Step 4: Populate Advancement Secondary Data
* Step 5: Establish Relationships
* Step 6: Import Giving Elements
* Step 7: Layer on Automations and Reports
* Advancement Implementation Checklist
* Homepage Reports
* Customizing the Omni Search for Advancement
* Considerations for Advancement and Admissions in the Same Database
* Customizing Views for Advancement
* 💻 Advancement
* 💻 Slate by Technolutions Presents: Apply to Alumni (Advancement)
* Support Resources
* Home Slate
* Community Conversations
* How to Troubleshoot
* Accessibility in Slate
* Tips to Optimize Slate for Efficiency
* Best Practices for a Successful Implementation
* Slate Implementation FAQs
* New Knowledge Base and Community Forum Experiences
* Learning Lab Courses
* Legacy vs. Deprecated Features
* Slate Feedback Forum
* 📃 Applications
* 🔰 Getting Started with Applications
* How to Build an Application in Slate
* Period and Round Structure
* Creating Application Periods
* Creating Application Rounds
* Application Fields
* Cloning Applications
* Managing a Regular Admissions Structure (Annual Maintenance)
* Direct Round URL
* Clone Application Base File
* Creating a Test Application
* Application Testing Best Practices
* Application Login Page
* Managing Rolling Admissions Structure (Annual Maintenance)
* Deadline Management
* Application Go-Live Review List
* 🏡 Slate-Hosted Application
* ✏️ Application Editor
* Application Editor
* Reorder and Rename Application Pages
* Conditionally Displaying Application Pages
* Hiding Test Scores from Students
* Application Error Messages and Troubleshooting
* 📃 Standard Application Pages
* Standard Recommendation Form
* Personal Information Page (Legacy)
* 🛑 Submission Requirements
* Application Logic Settings
* Submission Requirements (Hard and Soft Fails)
* Require Biographical Information
* Require Address & Citizenship Information
* Require Custom Fields
* Require Materials
* Require Academic Information
* Require School Reports
* Require Employment Information
* Require Recommendations / References
* Require Video, Audio, and Slides (Digital Portfolio)
* Require Payment to Submit Application
* Require Test Scores
* Require Relationship Data
* 🙌 Slate-Hosted Recommendations
* GMAC Common Letter of Recommendation
* Personal Message to Recommenders
* 📹 Multimedia
* Video Essays
* Configuring Video Essays
* Testing the Video Essay Process
* Digital Portfolio
* 🛠️ Custom Application Pages
* Custom Application Pages Overview
* Custom Application Widgets
* Custom Personal Background Page
* Custom School History Page
* External School Report Page
* Custom Employment History Page
* Custom Relationship Page
* Custom Interest Page
* Custom Sport Page
* Custom Reference Page
* External Reference Page
* Application Creation Form
* Caching application data upon submission
* Impersonate an Applicant
* Free Text Field for Application Fee Waiver Codes
* Logging Into Slate-hosted Application with Social Media Credentials
* ✅ Checklists
* Getting Started with Checklists
* Checklist Item Settings
* Checklist Settings
* Assigning Checklist Items
* School-Scoped Checklist Rule Examples
* Financial Aid Checklist
* Auto-Generated Checklist Items & System Materials
* Troubleshooting Checklists
* Migrating from Auto-Generated Transcripts to Rule-Generated Transcripts
* Custom Checklist Statuses
* 🔋 Status Page
* Default / Standard Application Status Page
* Embedding Social Media on Custom Status Portals
* Displaying Staff Assigned Photos
* Using Liquid Markup in Portals
* Custom Checklist Sections
* Application and Status Page Authentication (SSO Single Sign-On)
* Custom Applicant Status Portal - Account Tools
* Custom Applicant Status Portal
* Population Specific Material Uploads on the Applicant Status Page
* Allow Updates to Recommendations After Application Submission
* Migrating Application Status Portals from XSLT to Views
* 🤖 Application Record Automations
* Automate the Application Status
* Set or Update an Application Field Value
* Add Checklist Items to an Application
* Charge an Application Fee When an Application is Submitted
* Waive Application Fees
* Automate Reader Bin Movement
* Assign the Source of an Application
* SAT/ACT Concordance Rules
* Test Settings
* Application Header Rules
* Collecting The Correct Number of Recommendations By Program or Major
* 📖 Reading and Reviewing
* 🔰 Getting Started with Reader and Workflows
* Reader Overview
* Workflows
* Planning Workflows
* Troubleshooting Workflows
* Reader Latency
* 📈 Displaying Data
* Portals in Reader
* Data Containers
* Auto PDF
* Custom PDF
* Display Cluster Reports in Reader
* Displaying Custom Fields in Reader Dashboards (Merge Queries)
* Adding Preset Filters to the Reader
* Reader Queue Columns Customizations
* Displaying Reader Review Forms in the Reader
* Reader Popup Dashboards
* 👓 Reviewing
* Workflow Review Forms
* Reader Review Form Calculations
* Admin & Applicant PDF Download Options
* Pop a Reader Tab Group or Current Reader Tab into a New Browser Tab
* Viewing Video Essays in the Reader
* Workflow Queue Internal Notification with Deliver
* Reader (Legacy)
* Reader Bins (Legacy) Settings Deprecated
* Workflows (Legacy) Deprecated
* Planning Workflows (deprecated version) Deprecated
* Reader Review Forms (Legacy) Deprecated
* Reader Tab Materials (Legacy) Deprecated
* Reader Tab Groups (Legacy) Deprecated
* Reader Bins (Legacy) Deprecated
* Reader and GPA Recalculation Best Practices (Legacy)
* Troubleshooting the Reader (Legacy) Deprecated
* Displaying Reader Review Forms in the Reader (Legacy) Deprecated
* Caseloads for Student Success
* 🎊 Decision Release
* Decision Release Overview
* Decision Release Performance and Scalability
* Population Permissions - Decision Release
* Financial Aid Decisions
* Financial Aid Letter PDF Import
* Decision Codes
* Decision Reasons
* Decision Reply Form
* Decision Notification Status Update Email
* ✉️ Decision Letters
* Decision Letters
* Decision Letter Conditional Logic and Snippets
* Confetti in Admit Decision Letters
* Playing Videos in Admit Decision Letters
* Displaying Custom Fields in Decision Letters (MergePublic Queries)
* Batch Format Decision Letters In Word
* Exporting Decision Letters
* Download and Print Decision Letters
* Snippets within Decision Letters
* 📨 Releasing Decisions
* Adding Provisional Decisions
* Deferred Applications
* Troubleshooting Release Decisions
* Testing Your Decision Release Process
* The Release Decisions Tool
* Confirming Decisions
* Assigning Decision Letters
* Release Decisions
* Custom Views in the Release Decision Tool
* 🤖 Decisions Automations
* Add a Reply to Offer of Admission Form
* Add Deposit Pending Decision
* Admit / Decline Decision
* Enrollment Deposit Payment Due Activity
* Add Deposit Paid Decision
* Other Optional Decision Rules
* Decision Release (Legacy)
* The Release Decisions Tool (Legacy)
* Assigning Decision Letters (Legacy)
* Confirming Decisions (Legacy)
* Release Decisions (Legacy)
* 💻 Decision Release Webinars
* Decision Release Q&A 2018
* Decisions, Decisions (Fall 2019)
* 💻 Applications Webinars
* Slate Interactive Encore (2019): Planning, Configuring, and Maintaining
Slate-Hosted Applications
* Applications Overview
* Annual Checkup on Checklists
* Checklist and Material Tactics
* Anything Applications Parts I & II
* Creating and Assigning Checklist Items
* Slate Interactive Encore (2018): Exploring the Applicant Status Portal
* 🎨 Branding
* Branding in Slate Updated
* Branding in Slate for Student Success
* Branding Editor
* Updating Default Branding
* Administrative Database Banners
* Slate Website/Subdomain SSL Certificates
* Changing your Slate Subdomain
* Conditional Branding
* 📣 Deliver
* 🔰 Getting Started with Deliver
* Deliver Overview
* Deliver Overview for Student Success
* Methods of Communication for Advancement
* Deliver Considerations for Student Success
* Deliver - New Mailing Settings
* Deliver Interface
* Deliver Related Permissions
* Deliver Designer
* Purchasing Slate Credits for SMS, Print, and Voice
* Slate Credits
* Troubleshooting Deliver
* ✏️ Configuring a Message
* Messaging from the Student Record
* Adding a Recipient List
* First Draft
* First Draft for Advancement
* Deliver Send Ad-Hoc
* Check Logic, Message Preview & Link Previews
* Deliver Pre-Flight Checks
* Sending a Mailing
* Using a Merge Field in a Link
* Linking to a Merge Field in System Emails and in Deliver
* Split Testing (A/B Testing)
* Refreshing Deliver Campaigns
* 📧 Email
* System Emails
* Add Mailings via Suitcase
* System Emails for Slate Payments
* Multiple Email Address and Telephone Number Support
* Email Templates
* Messaging Relationship Records
* Application Received Deliver Emails for Imported Applications
* Missing Checklist Items Recurring Email
* Email Authentication (DKIM Configuration)
* Gmail and Slate Messages
* Optimizing Emails for Mobile Devices (Mobile Responsiveness)
* Technolutions' Outbound Mail Servers
* Deliver - New Mailing Settings
* 📱 SMS
* Text Messaging (SMS) Overview
* Mobile / SMS Inbox
* Emojis in Email and SMS Messages
* 📞 Voice
* Slate Voice Overview
* Slate Voicemail
* Configuring Slate Voice Accounts
* Making Calls with Slate Voice from a Record
* Porting Telephone Numbers into Slate
* Inbound Calls with Slate Voice
* Slate Voice Calls in Timeline
* Call Lists with Slate Voice
* Telerecruiting in Slate: Configuring Call Forms & Call Lists
* Robocalling
* Voice Snippets
* 📹 Video
* Slate Video
* Configuring Slate Video
* 👍 Social Media
* Facebook Custom Audiences
* 📝 Form Communications
* Form and Event Communications Triggers & Groups
* Form and Event Communications Triggers & Groups - Student Success
* Adding Exports and Filters on Form Communications
* Redirecting Form Pages
* Capturing UTM Parameters in Forms
* 💧 Drip and Dynamic Content
* Build a Drip Marketing Campaign
* Drip Marketing Campaigns for Student Success
* Automated Communications for Advancement
* Drip Marketing Campaign Future View
* Content Blocks
* Creating Content Blocks (formerly Mailing Snippets)
* Dynamic Content Blocks
* Generating Gravatar Image Request URLs
* Customize Date Fields in Deliver
* 📰 Print & Real World
* Slate Print Overview
* Print Mailings in Deliver
* Deliver Outbox
* Letter & Postcard Tracking
* Export to Microsoft Word Mail Merge Document
* Inbound Faxing
* Tracking Off-Line Print Mailings for Advancement
* 📈 Delivery Statistics and Analytics
* Compliance Dashboard
* Deliver Statistics and Data Points
* Email Open and Click Tracking
* Open and Click Tracking with Filtering Companies
* Email Address Deliverability and Validation
* Email Deliverability: Recommenders and School Officials
* 🔕 Opt-Out
* The Opt Out Tag
* The Unsubscribe Management Page
* Giving Recipients the Choice to Opt Out of Some Communications with
Message Groups
* Custom Unsubscribe Follow-Up Form
* Solicitation Controls & Communication Preferences for Advancement
* 💻 Deliver Webinars
* Slate Spotlight: Slate Video and Dynamic Snippets with Alexander Clark
* Slate Spotlight: Slate Voice with Alexander Clark
* Slate by Technolutions Presents: Apply to Alumni (Admissions & Enrollment
Management)
* Webinar: Slate Print
* Deliver: Instructional Overview
* You've Got Mail! Inbox Setup and Tips
* SMS to Impress
* Using Deliver for Automated Communication Plans, Drip Marketing, and Text
Messaging
* Dip into Drip and Other Campaign Elements
* The Joy of Liquid Markup
* 💻 Dear {{Preferred}}: You're Invited to Learn More About Event
Communication
* Outlook Add-In and the Email to Slate Gateway
* Compelling Communication: Taking Applications from Submit to Commit (Part
1: Application Submission)
* Compelling Communication: Taking Applications from Submit to Commit (Part
2: Missing Checklist Items)
* Compelling Communications: Taking Applications from Submit to Commit
(Part 3: Decision and Post-Decision Communications)
* Slate Interactive Encore: Automating Communications in Slate with
Populations, Rules, and Emails
* 💻 Slate Interactive Encore: Dear {{Preferred}}: You’re Invited to Learn
More About Event Communications
* 📆 Events & Interviews
* 📆 Events
* Events
* Badge Printing
* Event Mobile Passes & Badges
* Event Structure
* Related Events
* Group Registrations
* Group Registrations for Student Success
* Registrants and Launching Registration
* Form and Event Notes
* Cancelling Events and Managing Crisis Communications
* UTC Timezone Offset
* Event Settings
* 💻 Online Events and Webinars
* Online Events and Webinars
* Online Events Hosted Using an External Service
* Online Interviews
* Lip Sync in Share
* Live Polling
* Closed Captioning in Scheduler
* Closed Captioning in Share
* 🤝 Interviews & Appointments
* Scheduler
* Scheduler Settings
* Active Scheduler
* Scheduler Report Form
* ✈️ Trips & Travel
* Create a Trip
* Add Stops to a Trip
* Search Points of Interest within a Trip
* Events, Scheduler, and Voyager Integrations within Trips
* Note Forms for Trips and Voyages
* Event Weather Conditions & Forecasts
* Atmospheric Data
* Expense Management
* Troubleshooting Events/Scheduler
* 📃 Managing Registrations, Waitlist, & Capacity
* Managing Waitlist and Capacity
* Custom Registration Pages and Self-Service Rescheduling
* 📧 Event Communications
* Form and Event Communications Merge Fields
* Event Outreach Mailings
* Leveraging the Upcoming Events Filter
* Redirect Event Registration Pages or Confirmation Pages
* Self-Service Check-In Via Geofencing
* Event Surveys
* Sample Event Form Communication
* Create Weekend Event Mailings for Internal Staff
* 🗓️ Calendar Integrations
* Slate External iCal Integrations
* 💻 Events & Interviews Webinars
* Slate Spotlight: Active Scheduler
* Events Overview
* Scheduler Overview
* Trips Overview
* Tips and Tricks on Travel and Trips
* Online Events Overview
* 📁 Fields and Prompts
* Fields & Prompts Overview
* ⚙️ Standard Fields
* Standard Fields & Prompts
* Standard Field & Prompts for Advancement
* Customizing Standard Fields & Prompts
* Customizing Giving Fields & Prompts for Advancement
* Scope for Advancement
* 🛠️ Custom Fields
* Field Editor
* Fields Settings
* Fields that store free-text values
* Fields that store a single value from a prompt list
* Fields that store multiple values from a prompt list
* Fields that store a yes/no value (Bit prompt)
* Field Types for Student Success
* Unique for Merging
* Safe / Unsafe
* Batch Create Fields - Field Import Source Format
* Mapped vs. Unmapped Fields
* Configuring Custom Address Blocks on Forms
* Troubleshooting Misconfigured Fields
* Creating a Custom Field
* 🔑 Prompts
* Prompts
* Prompts Settings
* Batch Create & Edit Prompts - Prompt Import Source Format
* Prompt Categories
* 💱 Translation Codes
* Translation Codes
* Translation Code Import Source Format
* 📝 Forms
* Forms Overview
* 🔤 Form Basics
* Creating a Form
* Form Settings - Edit Properties
* Replicate Blocks
* Embedding Forms
* Form Templates
* Troubleshooting Forms
* 🏗️ Form Properties
* Merge Fields on Forms
* Form Settings - Field Configurations
* Prepopulating or Prefilling Forms Using Query String Parameters
* Access and Submission Conditions
* Custom Color Palettes
* Form-Specific CSS (Custom Styles)
* Form Response Metadata
* 🎨 Form Palette & Mappings
* Form Palette
* Secret Form Field Widget
* Autosuggest for Custom Datasets
* Form Instructions
* Default Information / Required Fields
* Adding Standard Slate Fields
* Overriding System Prompts
* Form Fields / Unmapped Fields
* Custom Fields
* School Information
* Contact Information
* Custom Addresses within Forms
* Payment Form Widget
* 🎯 Conditional Logic & Dynamic Configuration
* Form Conditional Logic
* Liquid Markup Looping
* Advanced Liquid Markup
* Using Conditional Logic in Form Calculations
* Calculated Fields in Forms
* Format Mask in Forms
* ✉️ Form Communications
* Form Communications
* Form Payment Receipt Merge Fields
* Avoiding Form Spam Submissions
* 🤔 Use Cases & Examples
* Exclude Weekends or Holidays from Calendar Widget in Forms
* 🎁 Giving
* ⚙️ Gift Processing
* Gifts and Pledges on a Form
* Pledges on a Form
* Editing and Reversing Gifts
* Online Giving
* Link/Unlink Gifts with Payments
* Enabling PayPal and Venmo as Payment Methods
* Double the Donation Integration
* 💻 Consecutive Years of Giving & Sequential Value Groups
* 🤝 Gift Management
* Gift Entry
* Batch Gift Processing
* Gifts, Pledges, and Planned Gifts
* Required Gift Fields
* Custom Gift Fields
* Soft Credits
* Opportunities and Proposals
* Honors, Tributes, and Occasions
* Payments vs Gifts
* Acknowledgement & Receipts
* Appeals
* Linking Appeals to Gifts
* Customizing Slate Advancement Standard Fields & Prompts
* Recurring Payments for Gifts
* Person-based Gift Receipting
* 🌡️ Fundraising Campaigns
* Fundraising Campaigns
* Campaign Conversions
* 💻 Slate Spotlight: Actionable Fundraising Intelligence for Higher
Education
* 💻 Slate Spotlight: Performance Management and Goal Tracking
* Giving Tab - Gifts Settings
* Giving Tab - Overview Settings
* Giving Tab - Pledges Settings
* Giving Tab - Planned Giving Settings
* 🔗 Importing & Exporting
* Importing, Exporting, & Integrations Overview
* Integration Center
* Configurable API
* Open API
* Importing Data Overview
* 💾 Historical Data Migration
* Importing Current Person Data
* Importing Current Applicant Data
* Importing Relationships for Advancement
* Importing School Data
* Importing Test Score Data
* Importing Decision Data
* Importing Historical Gifts for Advancement
* Importing Event Data
* Importing Interaction Data
* Importing Qualitative Data
* 📂 Ad-Hoc File Imports
* Upload Dataset Stages
* Troubleshooting Upload Dataset
* 📃 Importing Documents
* Batch Acquire
* Importing Documents Using a Document Import Processor Source Format
* Document Scanner Recommendations
* Restrictions of Electronic Transcripts
* Troubleshooting Scanning (Slate Desktop, Slate Acquire, Batch Acquire)
* 💻 Scanning and Uploading Documents in Batch
* 📦 Materials
* Materials Overview
* Materials Settings
* Uploading Materials
* Material Metadata
* File-Based Materials
* Importing Gifts for Advancement
* Importing Pledges
* Gift Mapping Destinations for Advancement
* Importing Soft Credits
* 🗝️ Matching Criteria
* Matching Criteria Overview
* Matching Criteria for Person Records
* Matching Criteria for Dataset Records
* Matching Criteria for Application Records
* Matching Criteria for System Objects (Schools, Tests, Interactions, and
more)
* Matching Criteria for System Objects (Gifts, Pledges, Opportunities, and
more) - Advancement
* 🔗 Standard Third-Party Integrations
* The Source Format Library
* 🌐 Application Sources
* Coalition
* Introduction: Slate Configurations
* Coalition Source Formats: Application Profile
* Coalition Source Formats: Application Courses
* Coalition Supplement Form
* Coalition Documents: ScoirMaterials
* Coalition FAQ
* Importing Data from the Coalition for College
* Common App
* 💻 Introduction to the Common App Integration with Slate
* 💻 Great Expectations: What to Expect and How to Prepare for Common
App Integration
* Overview: Importing the Common Application
* The Common Application - Applications
* Importing CommonApp Documents
* The Common Application Recommendations
* The Common Application Writing Supplement
* The Common Application - Suspects and Prospects
* The Common Application Payments
* The Common Application Courses
* The Common Application Transfer Application
* The Common Application Transfer Materials
* The Common Application Transfer In-Progress Data Files
* The Common Application Transfer Payments
* 💻 2019-2020 Common App Cycle Preparations
* Common App Updates 2023-24
* EAB/Royall
* Importing Data and Documents from EAB/Royall
* Liaison CAS
* Liaison CAS Applications Integration
* Optional Source Formats for Liaison CAS
* QuestBridge
* QuestBridge National College Match Delivery
* QuestBridge Graduate School Match
* Universal College Application
* Importing Data from the Universal College Application
* 💯 Test Scores
* Oxford ELLT (English Language Level Test) Integration
* The Redesigned SAT
* Automating GRE and TOEFL Score Import with ETS Data Manager Touchless
Solution
* AP Score Data File
* Displaying ETS Score Reports in the Reader
* Duolingo English Test Integration
* IELTS Results Service Integration
* PGP Encrypted Score Data Files
* Secondary School Admission Test Data and PDFs
* ✅ Credential Verification & Evaluation
* Scribbles
* National Student Clearinghouse
* Educational Perspectives
* The Evaluation Company
* International Education Evaluations (IEE) Integration
* Educational Credential Evaluators (ECE) Integration
* Parchment Integration
* World Education Services (WES) Integration
* 🤝 Donor Research
* DonorSearch Research Integration
* iWave Research Integration
* 📺 Video Interviews
* Kira Talent Integration
* InitialView Integration
* Vericant Integration
* VidCruiter Integration
* 🏀 Athletic Recruiting
* Front Rush Import
* 🔎 Search
* College Board Search
* College Board Landscape
* Keystone Academic Solutions
* U.S. News Student Connect Leads Integration
* Capture Higher Ed Integration
* MaiaLearning Integration
* Niche Integration
* Whiteboard Higher Education Integration
* Other
* Net Natives Akero Integration Platform
* PowerFAIDS Student Information Export
* ZeeMee Integration
* eShipGlobal UEMS Integration
* ♻️ Recurring File Imports
* Source Format Settings
* Format Definition XML
* Creating a Custom Source Format
* Capturing Source Format Metadata
* Setup Mappings: Static Value Round Mapping
* Scheduling Imports from SFTP
* Importing Files from a Remote Host/SFTP Server
* Retrieving Files and Importing Data from a Remote SFTP Server
* Importing Data with Web Services
* 💻 A Dazzling Demo on Data (Import)
* ✒️ Exporting Data
* Exporting Data Overview
* Data Export
* Testing & Going Live with Data Exports
* Scheduling Exports
* General Ledger Feed for Advancement
* Reformatting Phone Numbers in Exports & Reports
* Cleaning up School-Scoped Data
* Sharing Slate Data: Options and Best Practices
* Sending Scheduled Exports to a Remote SFTP Server
* Exporting Data with Web Services
* Data Warehousing
* Dynamic Views
* Materialized Views
* Exporting Country Values
* Custom SQL Best Practices
* Motimatic Integration
* 📚 Exporting Documents
* Scheduling Document Exports
* Creating a Document Export Query with Configurable Joins
* Testing Document Exports
* Adding a Header or Footer to Documents in a Document Export Query
* Customizing the Document File Name in a Document Export Query
* Exporting Admin PDF Download Materials
* Methods for Exporting Materials: Admin PDF Download vs Document Export
* Configuring Document Export Materials
* Defining Material Exports and Filters
* Customizing Document Export File Names for Scheduled Exports
* 🗄️ SFTP
* SFTP Connection Validation
* Locating SFTP Files (SFTP Folders)
* SFTP Technical Details for Network Administrators
* Provisioning SFTP User Access
* Troubleshooting SFTP/Remote Connections
* SFTP in Test Environments
* 🕸️ Web Services
* CIDR Notation for IP Subnets
* 💻 Automated Export / Import Process Using Web Services
* 📥 Inbox
* Inbox
* Inbox Enhancements
* Message Counts
* Finding Messages
* User/Role Assignment
* Person Record Assignment
* Conversation History
* Attachments
* Inbox Snippets
* Replying to and Resolving Messages
* Managing Junk Mail in Inbox
* Assigning MMS Messages as a Material
* 🤖 Inbox Automations
* AI Chatbots
* Automate Inbox Message Status (Resolve / Open)
* Automate Inbox Notifications
* Automate Inbox Assignments
* Automate Inbox Automatic Replies
* Automate Inbox Processing (Star / Flag)
* 📧 Email to Slate Gateway
* Inbox Gateway
* Managing the Inbox Gateway
* Microsoft Outlook Add-In (Legacy)
* Troubleshooting Microsoft Outlook Add-In (Legacy) Deprecated
* 💧 Liquid Markup
* Fundamental Liquid Markup and Conditional Logic
* 💲 Payments
* 🔰 Getting Started with Payments
* Overview of Payments in Slate
* Charging Payments in Slate Using Interactions and Activities
* Allowing Payments on Behalf of Others
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* Migrating to Slate Payments
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* Payflow Link
* Payflow Pro
* TMS Link
* TouchNet Ready/TLink
* Virtual Merchant/Elavon/Converge
* 💸 Payment Transactions
* Viewing and Querying Payment Data
* Troubleshooting Payment Issues
* 💻 Payments Webinars
* 💻 Slate Payments
* 🖥️ Portals
* 🔰 Getting Started with Portals
* Portals Overview
* Creating a Custom Portal
* Troubleshooting Portals
* Express Portals
* Concierge
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* Embedding a Portal
* Migrating from Event Landing Pages to Portals
* 🛠️ Portal Building Blocks
* Portal Widgets
* Portal Components
* Forms in Portals
* Content Blocks in Portals
* Portal Events Widget
* Portal Data Tables
* Reports in Portals
* Active Scheduler in Portals
* ⚙️ Portal Settings
* Portal Security Scopes & Access Filters
* Dataset Portal Login and Password Reset
* Allow Anonymous Access to Person or Dataset Portals
* Portal Branding
* Portal Access and Editing Permissions
* Portal Identity Filter
* 👩🔬 Advanced Portal Options
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* Portal Pop-ups
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* 🏗️ Example Portals
* Add Slate Standard Portals via Suitcase
* Event Portals
* Find My Counselor Portal
* Slate Standard Enrolling Students Portal
* Slate Standard Alumni Interviewing Portal
* Slate Standard Athletics Portal
* Slate Standard Tour Guide Portal
* 💻 Portals Webinars
* 💻 Portal Methods and Queries and Views, Oh My! (Part 1 of 3)
* 💻 Portals Across Campus (Part 2 of 3)
* 💻 To Portals and Beyond! (Part 3 of 3)
* 💻 Slate Spotlight: Portal Editor
* Event Portal Widgets, Entity Management, Nudging - Student Success
* 💻 Standard Giving Day Portal
* 👩🏭 Productivity Tools
* The Database Page
* Configuration Keys
* Early Access Features Configuration Keys
* Interface Themes
* User Dashboards
* Batch Management
* Browser and Platform Support
* Slate Mobile
* Push Notifications in Slate
* Share Meeting
* Share Mobile
* Cycle Prep Status Page
* Cycle Prep and Good Slate Stewardship
* Slate Scholar Classroom
* Create Slate Scholar Custom Content
* Slate Data Dictionary
* Slate AI
* Real-Time Presence Chat
* Diagnostic Tools
* Refreshing The Quartet
* ✅ Projects & Tasks
* Projects & Tasks
* Automate Task Creation and Assignment
* Tasks and Task Notes
* Project Templates and Projects
* Navigating Projects and Tasks Screen
* Alerts & Insights for Student Success
* 🛠️ Test Environments
* Test Environments
* Provision Clean Slate, Test, and Time Warp Environments
* 💼 Suitcase / Briefcase
* Suitcase
* Suitcase Import
* Briefcase Import for Forms
* Briefcase Import for Source Formats
* Briefcase Import for Portals
* Briefcase Import for Queries and Reports
* 📊 Auditing Resources
* Resource Auditor
* Deletion Log
* Retention Policy Source Types (Deprecated)
* Retention Policies (Deprecated)
* Retention Policy Editor
* Retention Policy Editor Record Data and Object Types
* Field Search
* GUID Search
* 🔎 Queries
* Queries Overview
* Troubleshooting Queries
* Slate Database Structure
* Slate Database Structure - Student Success
* Database Structure & Determination of Table Ranks
* 🛠️ Building Queries
* Query Elements
* Adding and Configuring Exports
* Commonly Used Application-Scoped Exports and Filters
* Commonly Used Person-Scoped Exports and Filters
* Subquery Filters
* Subquery Exports & Outputs
* Joins
* Standard Configurable Joins Query Bases
* Query Settings
* Query Part Export Settings
* Query Settings for Student Success
* Query Output Options
* Query Builder Overview: Creating a Quick Query - Student Success
* Definition of Common Errors
* 📂 Managing Queries
* Transitioning to Configurable Joins
* Saved Queries
* Saved Queries for Student Success
* Query Library
* Optimizing System Performance
* Query Building Best Practices
* 🤔 Use Cases & Examples
* Using Formulas in Queries
* Using Formulas In Queries for Student Success
* Creating Default Query Builder Templates
* Exporting User Information (Fields Using "User" Prompt)
* Associating Pledges to Gifts for Advancement
* Associating Gifts to Pledges for Advancement
* Group By Functionality in Subquery Exports for Advancement
* Consecutive Year of Giving & Sequential Value Groups
* Dependent Subqueries and Independent Subqueries
* How Standard IPEDS Filters & Exports are Calculated
* Calculating Age in Slate
* Filtering on Free-Text Fields
* 💻 Query Webinars
* 💻 Exploring Exports
* 💻 Slate Spotlight: Configurable Joins with Alexander Clark
* 💻 Slate Interactive Encore: Understanding Configurable Joins and How to
Use Them
* Query Library, Research, & Custom Dashboards for Student Success
* Query (Legacy Articles)
* Adding and Configuring Filters
* Local and Slate Template Library Query Bases (Legacy)
* Curating the Query Exports/Filters Tool (Legacy)
* The Slate Template Library (Legacy)
* Direct SQL Access
* Custom SQL Hybrid Queries
* Slate user-defined SQL functions
* Query Base (Legacy) Settings
* Exporting Materials to an External System (Legacy)
* 👩🎓 Records
* 🔰 Getting Started with Records
* Create a Test Record
* Donor / Alum Record
* Constituent Record for Advancement
* Customizing The Record Lookup Page
* Troubleshooting the Person Record
* Folders
* Dashboard for Advancement
* Fund Records for Advancement
* Materials Tab for Advancement
* Material Tab Settings
* Person Record: Application Tab Settings
* 🔎 Timeline
* Timeline Overview
* Interactions
* Custom Interactions
* Watch Flag Interaction
* Active Links in Interactions and Activities
* Batch Interaction and Activity Management
* Contact Reports for Advancement
* Tele-Fundraising
* Activities & Interaction Settings
* Activity & Interaction Code Settings
* 🙂 Profile
* Biographical
* Preferred Name Merge Field
* Using the Deceased Field
* Citizenship Status
* Contact and Address
* Address Settings
* USPS Address Validation and Standardization
* Preserve Address Format
* Relationships
* Schools
* Scores
* Jobs
* Courses, Transfer Credit, and Ongoing Classes
* Interests
* Sports
* Account
* Account PIN and Password Reset for Person Records
* Create Application Settings
* Edit Slate ID Settings
* Profile Tab
* Application Tab Settings - Edit Application Details
* 👪 Relationships
* Relationships Overview
* Relationship Records
* Custom Relationship Fields
* Creating Custom Relationship Types
* Linked and Unlinked Relationship Records
* Linked Relationships
* Defaulting Soft Credits and Suggested Soft Credits - Advancement
* 🛠️ Customizing Records
* Custom Tabs
* Custom Tabs for Student Success
* Custom Tabs for Advancement
* Modifying Standard Profile Tab Settings
* Tab Colors
* Migrating from Field Tabs to Form Tabs
* Custom Views: Personal & Shared
* Tags
* Dashboards
* Dashboards for Student Success
* Dashboards for Advancement
* Updating Dashboard Data with Forms
* Customizing the New Record Lookup Link
* Custom Dashboards for Student Success
* Creating a Custom Constituent Dashboard for Advancement
* Creating a Custom Giving Dashboard for Advancement
* Creating a Custom Dataset Dashboard for Advancement
* 📒 Entities
* Entities Overview
* Creating and Displaying Entities
* 🤖 Person Record Automations
* Populations
* Automating the Person Status
* Set or Update a Person Field Value
* Automate Setting / Unsetting a Tag
* Mark a Record as Active or Inactive
* Add an Interaction to a Person Record
* Person Record Separation and Categorization for Student Success
* Automating Donor Giving Levels & Constituency Groups for Advancement
* 🕵️ Research
* iWave Research Integration
* DonorSearch Research Integration
* Research Overview
* Research Tab
* Adding Research to a Record
* Research Data Keys
* Research Sources
* Research Materials and Material Metadata
* Research vs. Entities
* Research Sources for Advancement
* Prospect Research for Advancement
* 🏗️ Datasets
* Datasets Overview
* Datasets Overview for Advancement
* Standard Datasets
* Organization Statistics Dataset Row Query
* Dataset Types for Advancement
* Customizing the Organization Dashboard
* Populate Location Information for Organization Records via Index/Header
Rule
* Updating the Organizations Dataset
* Organization Contacts Dataset Overview
* Companies and Foundations Record for Advancement
* Migrating Custom Organization Contact Email & Phone Fields
* Organization Contacts Custom Dataset Row Query
* Organization Contacts Display Name Rule
* Organization Contact New Record Form
* Funds Dataset for Advancement
* Dataset Dashboard for Advancement
* Store Appeal Data in a Dataset for Advancement
* Custom Datasets
* Custom Datasets Overview
* Creating a Custom Dataset
* Custom Dataset New Record Form
* Custom Dataset Rules
* Embedded Dataset Row Queries
* Linking Datasets using Related Dataset Row Fields
* Creating a Child Dataset
* Awarding and Tracking Scholarships for Advancement
* Custom Dataset Records for Advancement
* 📚 Consolidating Records
* Database Cleanup Tools
* Consolidate Records and the effects of Main vs. Duplicate
* Main vs Duplicate in Consolidate Records for Advancement
* Nightly Cleanup of Duplicate Data & Fixing Invalid Items
* Consolidating and Merging Person Records
* Consolidating and Merging School Records
* Unlinked Records in Consolidate Records
* Consolidating Criteria for Dataset Records
* Transfer Objects
* Consolidate Records - Custom Dashboard
* Unmerge
* Troubleshooting Consolidate Records
* Consolidating and Merging Dataset Records
* Consolidate Records - Actions
* 💻 Records Webinars
* 💻 Person Record Overview
* 💻 Tags Overview
* 💻 Slate Interactive Encore (2018): Maximizing Your (Dashboard) Potential
* 💻 Need a Custom Dataset? Don't Fret!
* Projects & Tasks, User Permissions, & Related Datasets - Student Success
* Slate by Technolutions Presents: Apply to Alumni (Student Success)
* 📈 Reports & Analytics
* 📊 Reports
* Report Builder Overview: Structure and Navigation
* Creating, Editing, and Rendering Reports
* Data Explorer
* Reporting on Multi-Valued Fields
* Report and Query Timeout Errors
* Report Permissions
* Pinned Filters in Reports
* Using Reports to Compare Data
* Formulas in Reports
* Parameters in Reports
* Cluster Report
* Customizing Colors in Reports
* Report Widgets
* Report Widgets for Student Success
* Geo-Spatial Prospecting for Advancement
* Reports - New / Edit Report Settings
* Reports - Edit Row Group Settings
* 💻 Report Webinars
* 💻 Report Builder Overview
* 💻 Reporting 101: Getting Started with the Report Builder (Part 1 of 3)
* 💻 Reporting 102: Funnel Report Building Mechanics (Part 2 of 3)
* 💻 Reporting 103: Building a Funnel Report with Configurable Joins
(Part 3 of 3)
* 🏓 Ping
* Ping Overview
* Enabling Ping
* Ping Analytics
* Ping for Student Success
* 🗺️ Voyager
* Voyager
* 💻 Voyager Overview
* Voyager - Layer Settings
* Voyager - Edit Settings
* Trip Settings
* 📂 External Analytics Scripts
* Domain Verification
* Embedding Google Analytics and Conversion Tracking
* How-To: Add GTM container script code to your Branding Template
* Add Analytics Tracking to Your Branding Template
* How-To: Add Facebook Tracking pixel code to your Branding Template
* 🤖 Rules & Automation
* 🔰 Getting Started with the Rules
* Rules Overview
* Automation Overview for Student Success
* Rules - New Rule Settings
* Rules - New Rules Settings for Student Success
* Rule Bases & Types
* Rule Bases & Types for Student Success
* Exclusivity Groups
* Exclusivity Groups for Student Success
* Rule Formulas
* Trigger Selection
* Trigger Selection for Student Success
* Preview & Inactive Status
* Preview & Inactive Status for Student Success
* Retroactive Refresh
* Retroactive Refresh for Student Success
* Rule Efficiency
* Rule Efficiency for Student Success
* Customizing Global Record Search Criteria
* Troubleshooting Rules
* 📂 Origin Groups & Sources
* Origin Sources
* How to Report on Stealth Applicants for Imported Applications Using
Origin Sources
* 👩💼 Staff Assignment Automations
* Getting Started with Staff Assignments
* Staff Assignment for Student Success
* Staff Assignment Rule
* Creating Advisor or Coach Assignment Rules
* Staff Assignment Default Rule
* Advisor/Coach Assignment Default Rule
* Staff Assignment Exclusion Rule
* Advisor/Coach Assignment Exclusion Rule
* Random Distribution of Assignment Rules (Non-deterministic)
* Random Distribution of Staff Assignment Rules (Non-deterministic)
* Dataset Index/Header Rules - Customizing Dataset Record Search Criteria
* Application Priority Rules
* Automating the Enrolled Person Status for Student Success
* Calculating Salutations/Names for Advancement
* Calculating the Head of Household for Advancement
* 💻 Rules & Automations Webinars
* 💻 Creating Staff Assignments using the Rules Editor
* 💻 Origin Groups & Sources Overview
* 💻 Awesome Automations
* 💻 Means and Modes of Translation Codes
* 💻 Managing Record Access with Population Permissions
* 💻 Slate Interactive Encore (2018): First Source and Beyond with Origin
Groups and Sources
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* Outbound Networks
* Configuring Azure AD for Slate
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* Database Backups and Litigation Holds
* GDPR Resource Guide
* GDPR: Right to Erasure or "Right to be Forgotten" Process and
Considerations
* ✨ Slate AI
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* Documentation for Counselors
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* 🔑 Users & Permissions
* Getting Started with Users and Permissions
* 👤 User Access
* User Accounts Overview
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* 🗂️ Record Access
* User Access to Person and Application Records
* User Access to Dataset Records
* Managing Record Access using Population Permissions
* Managing Record Access in Query Using Population Permissions
* Managing Record Access in the Reader Using Population Permissions
* Managing Decision Release Using Population Permissions
* Edit Restricted Access
* 📦 Object Access
* Realms
* Controlling Access to Deliver using Realms
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* Research Permissions
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* 💻 Users & Permissions Webinars
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* 💻 Managing Record Access with Population Permissions
* 📰 News & Information
* 🏔️ Slate Summit
* 2024 Slate Summit Executive Summary
* 2023 Slate Summit Executive Summary
* 🤝 Slate Preferred Partners
* 💻 Dive Deeper with RHB: The Whole Picture: A Lifetime of Engagement,
Supported by Technology
* 💻 Dive Deeper with RNL: Top Three Ways to Engage Students Through Video
* 💻 Dive Deeper with Niche: Increase Enrollment by Nudging Students
Through the Funnel
* 💻 Dive Deeper with Scoir: A Student's Perspective: Challenges and
Opportunities Surrounding the College Admissions Process
* 💻 Dive Deeper with EAB: Turbocharging Slate-Based Recruitment Marketing
with Advanced Data Science
* 💻 Dive Deeper with Waybetter Marketing: 5 Steps to Navigating the
Enrollment Cycle and Your Slate Instance
* 💻 Dive Deeper with Axiom Elite: Slate & Student System (ERP) Integration
* 💻 Dive Deeper with HCRC: Integrating Systems, Analytics, and Practice
within Slate: The Key to HCRC's Enrollment Strategy
* 💻 Dive Deeper with EAB: The Future of College Search: Can Your Marketing
Keep Pace in a Digital-First World?
* 💻 Dive Deeper with Niche: Now You're Speaking Their Language!
* 💻 Dive Deeper with RHB: Approaching Student Success Project in Slate
* 💻 Dive Deeper with Underscore: Mind the Gap: Popular Pitfalls in Slate
Projects
* 💻 Dive Deeper with RNL: Conduct Your Own Slate Assessment to Optimize
Your System
* 💻 Dive Deeper with Unibuddy: The Student is Now the Marketer: The Seven
Steps to Creating a Student-to-Student Marketing Strategy that Sticks
* 💻 Dive Deeper with Scoir: Student Insights to Help Shape Your Funnel
* 💻 Dive Deeper with Underscore: UNDERSCORE Your Slate Experience
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Email Open and Click Tracking
* 04 Apr 2024
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EMAIL OPEN AND CLICK TRACKING
* Updated 04 Apr 2024
* 3 minute read
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Article summary
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Thank you for your feedback
Deliver provides automatic open-tracking and click-tracking of all transactional
and marketing communications sent through Slate. These metrics provide useful
indicators about who is interacting with your communications and how they are
interacting with them. Understanding how open-tracking and click-tracking
functions work is essential to interpreting the data that they provide. For a
breakdown of different statistics collected by Slate, refer to the Deliver
Statistics and Data Points Knowledge Base article. For more in-depth email
engagement analytics, consider creating a Split Testing (A/B Testing)
campaign. Refer to the Split Testing Knowledge Base article for additional
information.
Key points:
* A message "open" event is not available for all circumstances. It is normal
for it to not reflect absolutely all messages that were opened.
* A message "click" event is not available for all circumstances.
* Geographic and browser data is not available for Gmail recipients if they
have not yet clicked on a link.
* The "mx.technolutions.net" URLs are a necessary component of the tracking.
This is the same mechanism employed by other email marketing providers.
* Third-party email filtering programs (such as Gaggle) that pre-scan messages
are ignored. Opens and clicks opened by the filtering software won't be
included in metrics.
> 📝 Note
>
> Slate does not track opens and clicks for referral-type mailings in an effort
> to mitigate the blocking of mailings, click activities, and open activities by
> firewalls.
OPEN TRACKING
Messages sent through Slate include two body types. The first provides a
plain-text representation of the email, which is often used in message previews
and older email clients and smartphones. The second provides an HTML rich-text
representation of the email. Inside this HTML message, a transparent image is
added that loads from a Technolutions server. The image URL includes a unique
identifier that indicates the specific message where this image was included.
When the image loads, Slate records that the message has been opened.
If the message is opened only in plain text form, no open event can be recorded.
If the message if opened, but the email client blocks the external loading of
images (the default behavior of Microsoft Outlook and other email clients), the
image load and Slate cannot record the open event. If the message is opened by a
Gmail user, as of December 2013, Gmail will load the image from its servers.
This provides greater open-tracking capability but it also eliminates the
ability to identify the browser or location from an open event.
The images are served from the mx.technolutions.net domain.
When a message is opened, we record message ID, the date and time, and the IP
address and user agent of the browser. The IP address provides information about
the location and network provider of the recipient, and the user agent provides
information about the browser, platform, and device used.
EMAIL CLICK TRACKING
Most email clients do not allow running of scripts that might provide
asynchronous tracking of clicked URLs. Therefore, email systems use a process of
link re-writing to capture the message on which a clicked link appears. For
example, a link to http://www.google.com/ might be translated into something
like http://mx.technolutions.net/wf/click?upn=12345, where the "12345" portion
is a long series of alphanumeric characters that uniquely identify the message
and link. When the user clicks this translated link, they are immediately
redirected to the destination URL. The stopover at mx.technolutions.net, which
lasts only milliseconds, is transparent to the recipient.
For maximum readability, you should make links appear as the text describing the
action rather than using the URL. For example, instead of writing "Use Google to
search the Internet at www.google.com," write "Use Google to search the
Internet," where "Google" (or the entire phrase) appears as the link.
Due to the unaesthetic appearance of these URLs in plain-text communications,
where links cannot be masked as they are in an HTML message, we do not currently
rewrite URLs for the plain-text message part.
When the recipient clicks a link, we record message the ID, the link, the date
and time, and the IP address and user agent of the browser. The IP address
provides information on the location and network provider of the recipient, and
the user agent provides information on the browser, platform, and device used.
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