Learning Lab

Learning Lab is a learning management system that offers interactive, specialized, and comprehensive online training courses for beginner, intermediate, and advanced Slate users.

INITIAL TRAINING AND IMPLEMENTATION

Fundamentals of Slate Courses

Learn at your own pace through these interactive online courses that 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.

Register for a course at any time—at the start of your implementation or later in your journey, and access it for one full year from the date of registration.

 Course Topics

  • 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

  • Records

    Fields & Prompts

    Interactions

    Relationships

    Gifts

    Materials and Documents

    Payments

    Forms

    Conditional Logic

    Importing Data

    Querying and Reporting

    Communications

    Events

    Automation

  • Records

    Fields & Prompts

    Interactions

    Forms

    Importing Data

    Materials & Documents

    Communications

    Events

    Querying and Reporting

    Applications & Case Management

    Automation & Alerts

WHO SHOULD REGISTER:

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

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

Participants need to commit adequate time for build-out and training.

Registration & Pricing

Register for a course at any time through your Slate database, and access it for one full year from the date of registration.

$250 per person

First three registrants from an institution register for free.

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.


TOPIC SPECIFIC COURSES

Continuing Education

Access the entire* course catalog in Learning Lab for one year by purchasing a la carte or as part of the Festival Pass. Courses are released throughout the year.

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

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

*The Fundamentals of Admissions & Enrollment, Student Success, and Advancement courses are not included in this collection. See above for separate pricing for each Fundamentals of Slate Course.

 Course Topics

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Connect with your constituents through 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.

  • 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.

  • 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 a complex event structure, all communications associated with the event, a post-event survey, and internal logistics reports for event facilitation.

  • 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.

  • 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.

WHO SHOULD REGISTER:

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

Registration & Pricing

The Continuing Education Course Collection may be purchased a la carte or as part of the Festival Pass and is accessible for one year. (Please note: Fundamentals of Slate courses are not included. See above for separate pricing for each Fundamentals of Slate Course.)

$495 per person

Provides one year access to the Continuing Education courses in Learning Lab
(Does not include Fundamentals of Slate courses.)