Online Training Courses

Expand your fundamental knowledge and take a deeper dive into a functional area. Learn how to leverage targeted areas of Slate, including communications, querying and reporting, data import, permissions, portals, and more.

Registration & Pricing

Learning Lab access may be purchased a la carte or as part of the Festival Pass and will be accessible for one year.

$495

Learning Lab

Provides one year access to courses in Learning Lab and all Slate Stage webinar recordings (valid through April 2023.)

$795

Festival Pass

Includes registration to the in-person Slate Summit, one year access to Learning Lab and all Slate Stage webinar recordings.





Who Should Attend:

Learning Lab courses are intended for all levels of Slate users:
· Slate Captains
· New staff
· Existing staff

Learning Lab Example Courses

Introduction to Querying with Configurable Joins

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.

Introduction to Communications

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.

Introduction to Event Management

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.

Introduction to Applications

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.

Introduction to Reader and Decision Release

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.

Creating and Reporting on Dynamic Communications

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!

Managing and Reporting on Complex Events

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.

Enhanced Portal Design

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.

Permissions in a Shared Database

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.

Initial Training and Implementation

Fundamentals of Slate

Our Fundamentals of Slate online courses are designed to allow users to register at any time to learn the core principles and foundational concepts of Slate at their own pace through interactive, online course content. These courses teach database decision-makers to build and maintain their institution's database.

Registration & Pricing

Registration for Fundamentals of Slate courses is available in your Slate database.

$250

Fundamentals of Slate

The $250 per registrant fee is waived for the first three registrants from each institution.

Intended Audience

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.

Course Access

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.

Course Topics

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

Cost

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.