Slate Presents:

You've read the all the essays and letters of recommendation, sculpted the class, revised your decision letters, revamped your admitted student applicant status redirect pages...have you turned on your Slate.org sharing settings?!

Join the Slate.org team for a quick tutorial walking you through Slate.org sharing settings. We'll share some tips about how to communicate with counselors and some expectations for application data syncing. As always, we will leave plenty of time for questions.

Shawn Kelly, General Manager of Advancement at Technolutions, walks through the Gift Officer Portfolio Management portal made in collaboration with BWF, a Gold Preferred Partner. Learn how to manage contact reports, household summaries, goals, and tasks for frontline fundraisers, all in one user friendly portal!

Listen in as Technolutions Slate.org staff members Sarah Kochin and Francesca Borelli cover best practices and answer frequently asked questions on Slate.org.

Shawn Kelly, General Manager of Advancement, walks through ways to structure your volunteer opportunities and events. He explores the advancement use case of tracking volunteer interests in a sustainable and easy-to-use manner.

Functional topics include: datasets, entities, related dataset row fields, events, and portals.

Shawn Kelly, General Manager of Advancement at Technolutions, explores using Slate to manage employee performance and track goals. Learn how to combine standard Slate functionality to track employee goals in a centralized way. Aggregate departmental goals and display key KPI's to campus leadership teams using datasets, entities, dashboards, interactions, and portals.

Shawn Kelly, General Manager of Advancement, walks through how to use datasets to track Class Year information. View total alumni, fiscal year giving, total class giving, and current pledges at a glance. Centralize class details, such as reunion years, committee members, pricing, and more to manage and engage your classes more effectively. This dataset may be easily modified for other groups on campus.

Custom datasets and entities allow users significant flexibility when it comes to configuring records and structuring related data points.

Learn about enhanced features and functionality for Giving Campaigns within Slate.