Build your conceptual knowledge of querying with Configurable Joins in Slate! Slate is designed to elevate data in a way that makes any data point available, reportable, and intuitive for users to access. This course will let you delve into querying with Configurable Joins, an essential function interconnected with all other Slate tools and processes.

Connect with your constituents by leveraging Slate’s robust communication tools! Create and deliver high-value content through multiple channels, both dynamically and as part of scheduled communications. Best of all, these tools all track right back to the person’s record. This course is structured to build your conceptual knowledge of communications in Slate.

Create and manage events in your Slate database with ease! Dive into the specifics of creating templates for recurring events and setting up registration confirmation pages and emails, including QR codes for hands-free check-in, and managing day-of registration. This course will set you on the path to mastering the fundamentals of building simple events.

Reading and managing applications is a lot of work—let Slate make it easy! Learn how to leverage Slate functionalities to streamline and simplify your application process for students and staff alike. This course is designed to help those who want to build conceptual knowledge of applications in Slate.

Slate’s Reader and decision release tools offer powerful automation and a sleek, simple interface, allowing your team to focus on what matters. In this course, you’ll learn how to use Slate to streamline and simplify the application reading and decisioning process at your institution.

Make your communications shine with dynamic content! This course will teach you to establish and execute a communications project plan that involves campaigns, Liquid markup, and Content Blocks. Then, you’ll get familiar with Deliver statistics, how to best implement UTM parameters, and how you can leverage Ping to make informed decisions based on user traffic. Lastly, use report builder to understand the outcomes of multichannel marketing strategies, and, at the end of the course, you’ll walk away having built at least five reports, all using Configurable Joins!

Make complex events simple! Learn how to best manage complex events, whether in-person or online, from start to finish. This includes: creating registration forms, personalized and dynamic communications, and post-event actions like surveys and reports. At the end of the course you’ll walk away having built an event structure, including all communications associated with the event, a post-event survey, and internal logistics reports for event facilitation.

Ready to take portals to the next level? Use this course to review core concepts in portal planning and structure. Throughout these hands-on lessons, you will build a practice portal with a variety of organizational components and custom styling. This will serve as a design reference and source of inspiration when revamping existing portals or building portals in the future.

Mission: permissions! Discover important best practices for managing permissions within a shared database environment. Then, explore population permissions, Configurable Join base and join permissions, field permissions, and how to leverage the rules editor to segment records within a database appropriately.

he Fundamentals of Slate courses are primarily intended for the builders within the database. This can include:

— Captains for an institution that are brand new to Slate and just beginning their implementation
— New staff at your institution
— Existing staff in new roles with an already built database

Registrants should have a solid understanding of current processes and be empowered to make decisions and implement plans to address their office’s business needs. They should strike a balance between a functional-level expert and a strategic goal-setter.

Registrants should be able to commit adequate time to focus on the courses and go through the necessary build-out and training along the way. Possible candidates to take these courses may include: Director of Operations, Associate or Senior Director, Admissions / Student Success Coordinator, Director of Advancement Services, Director of Alumni Engagement, etc.

Designed to allow users to learn at their own pace – register for a Fundamentals of Slate course at any time, and access it for one full year from the date of registration.

Fundamental course topics include all aspects an institution will need to understand the breadth and interconnected nature of building a Slate database. While many of the core lessons touch on the same features and functionality, each course’s approach varies, focusing on specific use cases, high-level concepts, step by step tutorials particular to the distinct needs of an admissions, student success, or alumni/advancement office:

Course topics include:

Fundamentals of Admissions and Enrollment

• Records
• Fields & Prompts
• Interactions
• Forms
• Conditional Logic
• Importing Data
• Consolidating Records
• Querying and Reporting
• Communications
• Events
• Automation
• Online Applications
• Checklists
• Materials & Documents
• Online Reading
• Online Decision Release

Fundamentals of Advancement

• Records
• Fields & Prompts
• Interactions
• Relationships
• Gifts
• Materials and Documents
• Payments
• Forms
• Conditional Logic
• Importing Data
• Querying and Reporting
• Communications
• Events
• Automation

Fundamentals of Student Success

• Records
• Fields & Prompts
• Interactions
• Forms
• Importing Data
• Materials & Documents
• Communications
• Events
• Querying and Reporting
• Applications & Case Management
• Automation & Alerts

The $250 per registrant fee is waived for the first three registrants from each institution. Registrants will be prompted to apply a registration fee waiver within the form registration, should remaining waivers exist. This registration fee is non-refundable. Course access is non- transferrable.