Virtual Conversations for the Slate Community and Beyond

Slate Spotlight

Our Slate Spotlight series focuses on leveraging Slate to its fullest. Dive in to uncover new ways to use all the tools at your disposal to most effectively achieve your operational and business objectives.


Wednesday, March 22 at 2pm ET

Join Shawn Kelly, General Manager of Advancement at Technolutions, as he explores using Slate to manage employee performance and track goals.

Following the use case of a Major Gift Officer, this presentation combines standard Slate functionality to craft a robust and customizable process for keeping track of employee goals in a transparent and centralized way. Additionally, this spotlight examines how to aggregate departmental goals and display key KPI's to campus leadership teams.

The following functionality will be discussed throughout the presentation: datasets, entities, dashboards, interactions, and portals.

Learn how to create your own performance management toolkit in Slate!

Register now!

  • Marketing automation is a win-win. When executed successfully, the end result is a hyper-personalized student journey built on infrastructure that is easy to maintain and scalable cycle over cycle. 

    Luckily, Slate makes this possible with dynamic content blocks. While you could always conditionally display variable HTML content across a variety of assets in your instance, with dynamic content blocks you’re now able to easily insert {{merge fields}}, liquid markup, and even reference other content blocks. 

    See the best-in-class use cases of this feature and learn how you can quickly bring dynamic content blocks online in your instance with Waybetter Marketing—an enrollment marketing agency with over fifteen years of experience in driving top results with strategic use of marketing automation.

    Click for a recorded webinar hosted by Slate Share!

  • In this webinar, we will explore the many uses of Workflows in Slate. Workflows provide an all-in-one intuitive user interface housed in a single database tool, and leverage Configurable Joins for the creation of a highly dynamic review process and review materials. Regardless of whether you are migrating a review process from a legacy tool or building a workflow for the first time, we aim to increase familiarity with the tool and its strategic advantages.

    Click here for a recording in Slate Share!

  • This session is an opportunity to review the benefits and functionality of Active Scheduler. Inspired by feedback gathered from the Slate community, you’ll also learn about some exciting new enhancements to this feature in Slate!

    Click for a recorded webinar hosted by Slate Share!

  • Come learn about some exciting new enhancements to! Technolutions staff will demo new features—including the new student application tracker, which will allow students to manage their application workflow in one centralized location.

    Additionally, we will discuss how this free platform can be used to keep colleges, counselors, and students on the same page during the application and decision release process.

    Click for a recorded webinar hosted by Slate Share!

  • Learn about exciting enhancements to Scheduler during this webinar led by Ken Higgins, General Manager of Student Success. You can now easily and effectively display your availability, manage appointments, create ad-hoc alternative schedules, and fully integrate with Outlook or Google Calendars–all within Slate!

    Click for a recorded webinar hosted by Slate Share!

  • We’re taking communication during the application process to the next level! Introducing portals, which empower colleges and universities to customize organization profiles and applicant data for counselors to view in

    This Technolutions-led session will highlight:

    –Tips for customizing your college profile to display application deadlines, scholarships, events, video/social media content, etc.

    –The ability to dynamically display applicant data, including more granular decision information.

    –Best practices for engaging counselors with school-specific content.

    Click for a recorded webinar hosted by Slate Share!

  • Technolutions staff members will present updates to the portal editor. Portal views will now support dynamic layouts with endless combinations as well as new widget types to spice things up. Drag-and-drop your way to portal success!

    Click for a recorded webinar hosted by Slate Share!

  • Join this Technolutions-led session for an introduction to Cycle Prep 2021! We’ll cover some important considerations for this year’s Cycle Prep process, and demonstrate how to use the new Cycle Prep Status Page to customize the process to suit your institution’s unique needs. Don’t miss it!

    Click for a recorded webinar hosted by Slate Share!

  • Introducing Slate Video, a way to send personalized video messages via email or SMS to connect with your prospects, applicants, students, alumni, and donors. The recipient will be directed to a portal to view the video either by itself or surrounded by personalized content. Take your video messages to the next level by incorporating them into dynamic content snippets. Snippets now support the full capabilities of Configurable Joins, allowing merge fields to dynamically populate when adding the snippet to a message. This allows the video content to be hyper-contextualized, including designing where the merge fields, copy, and the video thumbnail should be placed.

    Click for a recorded webinar hosted by Slate Share!

  • Presented by iWave and Slate

    The Fundraising industry has changed and advancement teams have had to work smarter and faster in what is now a more competitive environment. Understanding your constituents’ capacity and likelihood to give is critical. With the right donor intel and analytic insights, higher education organizations can optimize their portfolios and increase their chance of success by focusing on the right prospects.

    In this webinar, iWave and Slate will show you how their platforms integrate to deliver actionable fundraising intelligence at your fingertips so you can easily understand your constituents at a deeper level and focus on prospects with the greatest gift potential.

    Click for a recorded webinar hosted by Slate Share!

  • Are you interested in learning more about how Slate can support your student success efforts? Slate satisfies all the needs of today’s student success offices, including appointment scheduling, comprehensive communication plans, advising notes, early alerts, case management, predictive modeling, and user portal options.

    Click for a recorded webinar hosted by Slate Share!

  • During this virtual event, Alexander Clark will reveal how Slate Voice, a fully integrated telecommunications platform, can be leveraged to simplify campus telephony. Learn how Slate Voice can streamline processes and communications in your admissions, advancement, or student affairs offices by empowering you to:

    –Provision new Slate phone numbers for staff

    –Place calls directly from a record, call list, or anywhere a phone number is available

    –Collect additional call details via associated call forms

    –Record, view, and listen to calls from a record’s timeline

    –Monitor, “Whisper”, and take over calls from a centralized switchboard

    –Query and report on these call metrics

    Click for a recorded webinar hosted by Slate Share!

  • Join our founder and CEO, Alexander Clark, for a comprehensive tour of Slate’s Configurable Joins query functionality. We’ll share best practices for getting the most out of this powerful tool, and discuss some of the latest features that have been released.

    Click for a recorded webinar hosted by Slate Share!

  • Maximize the effectiveness of your existing communications by adding automated print pieces to your plans! Send static or personalized postcards, letters, mailers, brochures, and viewbooks as part of your overall Slate communication strategy. Our Associate Product Manager Cody Homan-Gray and Client Support Engineer Ariana Vacs Renwick were joined by KelmscottEDU‘s Executive Vice President, Kathleen Cross, on Friday, July 10, to learn the setup, process, and design options available through Slate Print.

    Click to view the recording

  • Briefcase, but bigger. Create personalized packages that include a variety of objects—such as forms, source formats, and portals—that can be imported to another Slate database altogether and all at once. Additionally, users can select which items they would like to bring in from these objects upon import; for example, deciding which fields on a form should be included in a Suitcase, or which mailings associated with a form should be included.

    Click for a recorded webinar hosted by Slate Share!

  • Deliver Designer empowers email marketers to design highly configurable templates from which users can easily deliver email communications in harmony with institutional design standards. Within a template, designers can create any number of programmable content blocks called components. These components can be locked to prevent editing by other users, and they can include configurable variables that provide a variety of brand-appropriate styling options. Templates and components can be previewed before sending to ensure that the email renders as desired.

    Click for a recorded webinar hosted by Slate Share!

  • Watch this Slate Spotlight webinar to learn how can be helpful in your recruitment strategy. The team will lead a short walk through a short tutorial on ways to conceptualize in your processes. Follow along to explore the filter, Voyager overlay, and discuss some talking points to work with your high school partners through

    Click for a recorded webinar hosted by Slate Share!

  • In addition to queries and data/charts, Data Explorer can now be added to new or existing reports—offering a new real-time visualization library. Users can specify the data columns and population for which the report should be generated and then choose how they would like that data to be displayed (for example, pivot tables, heat maps, dynamic charts, and more). Every change made will refresh the data/display in less than a second, making this an excellent tool for those occasions where users may want to quickly and easily see how potential data changes are reflected.

    Click for a recording hosted by Slate Share!

Apply to Alumni: Managing the Lifecycle in Slate

This series examines how Slate institutions leverage Slate to efficiently and effectively communicate with constituents at each stage of the applicant, student, and alumni stages of the lifecycle. Our expert panel discusses the challenges, successes, and changes institutions have faced managing communications in a rapidly changing landscape, and how Slate helps to overcome these obstacles.


  • Watch this recorded panel discussion featuring members of our community who have used Slate and to foster stronger communication and outreach during the college admission process. Learn more about the challenges, successes, and changes that schools have experienced over the past few months, along with some recommendations and best practices for moving forward with a shared goal of impacting college access.

    Panelists include:
    Bryan Jue, Director of Marketing & Outreach
    University of California, Irvine

    Sara Urquidez, Executive Director
    Academic Success Program

    Philip Weisgold, Associate Director of College Counseling
    Bullis School

    Click to view the recording

  • Join this virtual panel discussion highlighting the experiences of members of the Slate user community who have leveraged Slate to effectively and efficiently communicate with students at each stage of the enrollment funnel. The focus of the conversation will be on how the COVID-19 pandemic has impacted student recruitment, and how panelists have reacted in the face of the crisis. Learn more about the challenges, successes, and changes that schools have experienced over the past few months, along with some recommendations and best practices for moving forward in the changing admissions landscape.

    Panelists include:

    Brandie Benton, Associate Provost for Enrollment Management

    Henderson State University

    Jamilla Jamison, Director of Enrollment Strategies and Operations

    Scripps College

    Johnnie Johnson, Vice President of Admissions

    Transylvania University

    Click to view the recording

  • Join this panel conversation that will highlight the experiences of Slate users who have leveraged Slate functionality for Student Success. With a rapidly growing focus on success, retention, and graduation rates, learn more about the challenges and successes schools have experienced over the past few months, along with some recommendations and best practices for moving forward with a shared goal of impacting student success.

    Panelists include:

    Sable Vasquez, Director of Prospective Student Services & Retention

    Oklahoma State University Institute of Technology

    Jon Cherry, Senior Associate Director of Enrollment Operations

    Miami University of Ohio

    Click for a recorded webinar hosted by Slate Share!

  • Join us for a special online panel discussion featuring members of the Slate community who are leveraging Slate to foster strong engagement and cultivation for their donors and alumni. Panelist represent institutions utilizing Slate both in standalone databases, as well as in combined admissions/advancement databases.

    Learn more about the challenges, successes, and changes advancement offices have experienced over the past few months, along with some recommendations and best practices for moving forward with the goal of cultivating lifelong engagement.

    Panelists include:

    Gina Mandros, Director of Advancement Operations

    Illinois Wesleyan University

    Justin Harville, CRM Specialist

    Georgetown College

    Ron Boczarski, Assistant Director of Administrative Computing

    Clarkson University

    Click for a recorded webinar hosted by Slate Share!

  • During this session learn how the Deans’ Office at Barnard tracks advising meetings in Slate using Research. By leveraging an early alert process where any faculty instructor can submit an alert form based on academic or personal concerns for a particular student, a workflow is triggered for an Adviser to follow up with the student to provide support/resources. The Dean for Advising can monitor students at risk as well as manage advising meetings. Barnard is working to include additional Research types to track (like Satisfactory Academic Progress) so that all of the student success data is housed in one place and can be easily reported off of and analyzed.


    Noelle Cavacchioli
    Associate Director for Continuous Improvement, BCIT
    Barnard College


    Ken Higgins

    General Manager of Student Success


    Click for a recorded webinar hosted by Slate Share!

Community Conversations:
Panel Discussions on Thought Leadership Topics

Community Conversations are topical discussions led by Slate users, representing a particular cohort group. They range in focus from process discussions, to current events impacting an admissions group, to how schools leverage Slate to achieve a shared goal. The discussion is moderated by a Technolutions staff member and relies heavily on engagement from virtual audience members. Expect a lively chat and opportunity to get your questions answered by a Slate user of your peers!


  • When it comes to the student experience of being recruited, accepted and beyond, who is responsible for influencing that experience and how is it done? We will discuss the important role different offices on campus play in a student’s decision to attend college, specifically a community college. Join the discussion to explore these topics and more!

    Panelists include:
    Maja Szostak, Interim Director of Admissions
    SUNY Broome Community College

    Krystle Dick, Director of Academic Advisement

    Click for a recorded webinar hosted by Slate Share!

  • How are international admissions offices pivoting to best recruit new students and support current students? This panel of your peers will focus the discussion on the role of virtual events and recruitment as well as testing and access. Learn more about what works, what could work better, and how Slate can help. Contribute to the conversation on test optional: what does it mean for international admissions? Have English language proficiency test policies changed? What are the implications of these changes on business processes?

    Panelists include:

    Ruby Battacharya, Director of International Recruitment
    Barnard College

    Daniel Marschner, Director of International Admission
    Loyola Marymount University

    Click for a recorded webinar hosted by Slate Share!