Initial Training and Implementation

Fundamentals of Slate

Register at any time - at the start of your implementation or later in your journey. Learn core concepts at your own pace through interactive, online courses.

These courses teach decision-makers to build and maintain their database.

Available courses:
Fundamentals of Admissions and Enrollment
Fundamentals of Advancement
Fundamentals of Student Success

Registration & Pricing

Register for the Fundamentals of Slate courses through your Slate database.

$250 per person

Fundamentals of Slate

First three registrants from an institution register for free.

Intended Audience

The Fundamentals of Slate courses are for staff who are building the database. This can include:

· Captains for new Slate databases who are just beginning their implementation
· Institution staff who are new to Slate
· Existing Slate users wishing to enhance their skills

Registrants should have a solid understanding of their current business processes. They should have the ability to make decisions about the implementation.

Participants need to commit adequate time for build-out and training. Possible candidates to take these courses include:

· Director of Operations
· Associate or Senior Director
· Admissions / Student Success Coordinator
· Director of Advancement Services
· Director of Alumni Engagement, etc.

Course Access

Users learn at their own pace. Register for a course at any time, and access it for one full year from the date of registration.

Course Topics

Courses cover the breadth and interconnected nature of building a Slate database. Learn core functionality for admissions, student success, and alumni/advancement office. Each course’s approach varies, focusing on specific use cases, high-level concepts, and step by step tutorials.

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 first three registrants from each institution register for free with a fee waiver. If fee waivers remain, registrants are prompted to apply a registration fee waiver within the form registration.

This registration fee is non-refundable. Course access is non-transferable.

Additional Online Training Courses

Expand fundamental Slate knowledge and take a deeper dive into a functional area. Explore powerful CRM tools, including

· communications
· queries and reports
· data import
· permissions
· portals
and more

Registration & Pricing

Learning Lab may be purchased a la carte or as part of the Festival Pass and is accessible for one year. (Please note: Fundamentals of Slate is not included in the Festival Pass or a la carte Learning Lab option. See above for separate Fundamentals pricing.)


Learning Lab

Provides one year access to courses in Learning Lab (Valid through April 2023. Does not include Fundamentals of Slate courses.)


Festival Pass

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

Who Should Register:

Learning Lab courses are intended for all levels of Slate users:
· Beginner
· Intermediate
· Advanced

Learning Lab Example Courses

You've Got Mail: Email Management with Inbox

Explore Inbox: Slate’s centralized email management system. Set up your Inbox and witness firsthand how it forwards your institution’s incoming emails to the appropriate users within Slate, adds dynamic content to reply emails, and allows you to manage email attachments within your Slate database.

Creating an Efficient Workflow

Explore the features and functionalities of the new Workflows tool. Create workflows and learn firsthand how to quickly and easily manage all aspects of a workflow in one centralized location.

Population Permissions for Graduate Institutions in a Shared Database

If you are a graduate school sharing a database with other schools or offices at your institution can be tricky! Learn the ins and outs of using Populations and Population Permissions to grant your users access to the appropriate records and functions in your database.

Population Permissions for Student Success in a Shared Database

If you are in a Student Success and Retention office, sharing a database with other schools or offices at your institution can be tricky! Learn the ins and outs of using Populations and Population Permissions to grant your users access to the appropriate records and functions in your database.

Custom Dashboards

Most of the functionality in Slate gravitates toward maximizing recruitment efforts, yield, and communicating with your constituents. This course will take a look at tools in a different light to maximize operational efficiencies creatively!

You will learn the basics of building a custom dashboard and creating a dashboard that displays key data beautifully and dynamically through displaying images, emojis, inserting links, liquid markup, and translation codes.

Report Builder at a Glance

Learn the basics of the Report Builder in Slate! One of the primary functions of your database is to collect data -it is an important function that allows you and your institution to operate. In this course you will learn the key layers and components of the report builder.

Data Structure in Slate

To best understand how to access your data, it’s essential first to understand how your data is categorized and organized in Slate. Slate is a relational database, which means that it stores and provides access to data points that are related to one another. In this course, you will learn how data is Slate is organized and how each type of data point is related.

Introduction to Querying with Configurable Joins

Build your knowledge of querying with Configurable Joins in Slate! In Slate, all data points are reportable, and easy for users to access.

Find more data and create useful connections with Configurable Joins.

Introduction to Communications

Connect with your contacts with Slate’s robust communication tools! Create and deliver high-value content through multiple channels. Learn how to include dynamic content and schedule communications. Best of all, communications all track right back to the person’s record.

Introduction to Event Management

Create and manage events in your Slate database with ease! Learn how to:

· make templates for recurring events
· create registration confirmation pages and emails
· include QR codes for hands-free check-in
· manage day-of registration

This course teaches 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 simplify your application process for students and staff alike. This course is for 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. The Reader’s sleek, simple interface allows your team to focus on what matters. Learn how to use Slate to streamline the application reading and decisioning process.

Creating and Reporting on Dynamic Communications

Make your communications shine with dynamic content! Create, execute, and measure a communications plan using:

· campaigns
· Liquid markup
· Content Blocks

Measure your results by

· analyzing Deliver statistics
· setting UTM parameters
· leveraging Ping to make informed decisions based on user traffic
· using report builder to understand the outcomes of multichannel marketing strategies.

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. Create

· registration forms
· personalized and dynamic communications
· post-event actions like surveys and reports.

At the end of the course you’ll have built an event structure, including:

· all communications associated with the event
· post-event surveys
· 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. In these hands-on lessons,  build a practice portal with a variety of organizational components and custom styling. Your portal will be a design reference and inspiration when you revamp existing portals or build new portals.

Permissions in a Shared Database

Mission: permissions! Discover best practices for managing permissions within a shared database environment.

Themes include:
· population permissions
· Configurable Join base and join permissions
· field permissions
· segmenting database records using the Rules Editor