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.

Slate Print: Powered by KelmscottEDU

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

Configurable Joins with Alexander Clark

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!


Join Erin Gore, General Manager of, for an overview of new and exciting features for students, school counselors, community-based organizations, and colleges.

Our goal is to provide counselors and students with a technology that will foster stronger communication with colleges, regardless of their location or resources. is free for all parties and will forever remain free. Counselors and students can sign up for a free account online.

Click for a recorded webinar hosted by Slate Share!

Slate Voice with Alexander Clark

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!

Slate for Student Success

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!

Actionable Fundraising Intelligence for Higher Education

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!

Slate Video and Dynamic Snippets with Alexander Clark

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!

Using the New Cycle Prep Status Page

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!

Portal Editor

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! Portals

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!

Dive Deeper with Slate Preferred Partners

The Slate Preferred Partner Program recognizes organizations that integrate with Slate and offer implementation support, while providing meaningful contributions to the higher education community. This series showcases the expertise our Platinum Preferred Partners bring to the Slate community.

The Whole Picture: A Lifetime of Engagement, Supported by Technology with RHB

In higher education, student engagement is largely defined by the contemporary relationship a person has with your institution—prospective student, enrolled student or alumnus. How would your strategies change if you took a lifelong view of constituent engagement powered by your mission and Slate?

View the recorded experience from Tuesday, July 21, led by higher education marketer Rob Zinkan, #emchat founder (and Technolutions alumnus) Alex Williams and Slate super-user Abraham Noel, all of RHB, as they dive deeper into these questions and more!

RHB, a marketing consultancy serving higher education, helps institutions maximize student lifetime value, a manifestation of our guiding principle of Coherence.

Click to view the recording

How to Engage Students through Personalized Video featuring RNL

Video has quickly become the preferred way to consume content, especially among Gen Z. 52% of marketing professionals around the world name video as the type of content with best ROI. One big reason why: Viewers retain 95% of a message when they watch it in a video, compared to 10% when reading it in text. Due to the pandemic, this fall will be more challenging than ever to recruit, retain and engage students. By developing a thought-out strategy for video and other online events solutions that compliment CRM capabilities at your institution, you can create a sustainable program that will allow you to engage with your audience, create deeper connections, and attract new students to your institution.

This webinar, led by Amy Weiss, Vice President & Consultant, Enrollment Management, RNL, and featuring Alice Arredondo, Ed.D., Director of Admissions, UMKC reviews how to:

— Leverage personalized video and online events throughout the enrollment process as new channels to recruit new students in an individualized and engaging way

— Increase the likelihood (by up to 19 times!) of students to enroll through the delivery of personalized video
Reduce melt and boost yield for accepted students

— Communicate your financial aid message in a relevant and compelling way that helps students better understand the components of their offer

— Build a successful video campaign that includes strategy, budgeting, data, creative, production, deployment, and measurement

Click to view the recording

UNDERSCORE Your Slate Experience

Are you making the most out of your Slate instance? Join Underscore, the country’s largest Slate development and optimization company, to find out how to best leverage your institution’s instance. Throughout this session, you will learn more about how Underscore has successfully developed an array of Slate services for more than 50 colleges and universities around the country. Through tips and tricks, case studies and testimonials from current clients, you will find out how to not only achieve optimal results in Slate, but save tens (if not hundreds) of thousands of dollars along the way.

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How to Increase Enrollment by Nudging Students Through the Funnel with NICHE

Prospective students come to you through search campaigns, inquiry forms, applications, and countless other specific sources. Each applicant is unique and this conversation reviews approaches and best practices that can help nudge them through to enrollment. Niche will discuss:

–How to speak to prospects, best fit prospects, and inquiries differently for the best results
–How to segment your comm flows to speak to students in relevant ways
–How to use digital remarketing to reach students where they are

Click to view the recording

A Student's Perspective: Challenges and Opportunities Surrounding the College Admissions Process with SCOIR

The college admissions process is often overwhelming for students. Compound that with the challenges they face today, and you have a scenario unlike we’ve ever seen before.

To better understand the mindset of today’s students, Scoir conducted research to listen to their challenges and hear about ways they want to see the college admissions process improve.

We’ll share key insights we found from our research in this webinar and highlight opportunities we’ve identified to address these challenges – for both students and colleges.

Scoir is a college admissions network where students, parents, high schools, and colleges come together to help students discover and apply to the right college.

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Turbocharging Slate-Based Recruitment Marketing with Advanced Data Science from EAB

Key components of yield IQ include:
• Rapid buildout of a data-exchange infrastructure that automatically extracts data from Slate and returns analyses to it, giving a continuous read on how your entering class is shaping
• Predictive models based on advanced data science, including machine learning, that give unparalleled insight into any given student’s likelihood to yield
• Propriety data sources, including EAB’s Enrollment Services’ cohort of 300+ partner colleges and universities, EAB student-survey data, and national consumer data sets

This presentation will illustrate, via a case study from Siena College, how the combination of Slate and YieldIQ enables enrollment teams to triage their efforts to where they will have the greatest impact, by revealing which students are most likely to respond to more intensive outreach.

Click for a recorded webinar hosted by Slate Share!

5 Steps to Navigating the Enrollment Cycle and Your Slate Instance with Waybetter Marketing

Why did your institution purchase Slate?

If you’re like many in the industry, you may find it difficult for whatever reason (not enough time, not enough manpower, not enough know-how) to accomplish your initial goals.

Join Rich Whipkey, president of Waybetter Marketing, and his team as they break down the steps it takes to accomplish what you originally set out to do. By boiling it down into a simple, achievable action plan, Waybetter has helped many clients revolutionize their usage of Slate.

During our 60 minutes together, you’ll learn tangible tips related to forms, Ping, event templates, populations, campaigns, snippets, and more.

Plus, you’ll learn how to roll up your sleeves and:

-Define or re-define how you want Slate to work for you

-Map out your strategy for the multi-channel student journey

-Understand what data your vision requires and where it should come from

-Produce high-converting content across all channels

-Build and automate all touchpoints in Slate with precision and efficiency

Finally, you’ll get exclusive insight into the common pitfalls Waybetter Marketing has identified after performing countless audits of other Slate instances.

We look forward to helping you.

Click for a recorded webinar 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. Where the Conversation Begins

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

Admissions & Enrollment Management: Harnessing Slate for Optimal Communication

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

Student Success: Engaging with Students to Achieve Results

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!

Slate for Advancement: Cultivating Lifelong Engagement

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!

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!

Influencing the Community College Student Experience

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!

International Admission in a Changing Landscape

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!