Comprehensive Features,
Endless Possibilities

All licenses to Slate include all features and functionality. No matter your role, office, and institution, Slate’s unrivaled feature set will empower your users to achieve their unique objectives.

Slate is trusted by more than 1,200 colleges and universities worldwide.

Communications and Outreach

  • Multiple channels of communication Multiple channels of communication
  • Dynamic marketing automations Dynamic marketing automations
  • Unlimited drag and drop forms Unlimited drag and drop forms
  • Embedded statistics and analytics Embedded statistics and analytics
  • Inbound and outbound communication Inbound and outbound communication
  • Customized constituent portals Customized constituent portals
  • Multiple channels of communication Multiple channels of communication
  • Dynamic marketing automations Dynamic marketing automations
  • Unlimited drag and drop forms Unlimited drag and drop forms
  • Embedded statistics and analytics Embedded statistics and analytics
  • Inbound and outbound communication Inbound and outbound communication
  • Customized constituent portals Customized constituent portals

Connect with your audiences via fully integrated text messaging, emails, voice, social media, and print communications.
Whether you’re looking to send messages to an individual person or to thousands of people, Slate’s Deliver module allows for incredible control over all components of the message. From initial mailing design and sending configurations to the unlimited segmentation potential, Slate’s ability to leverage all the underlining information within your database enables you to spend less time creating your message and more time executing your communications strategy.

Set it and forget it. Create automated, sequential communications to target specific populations of records based on what you know about them. Targeting STEM prospects? Or perhaps looking to send a series of messages to first-time donors? Population filters allow users to configure messages to send dynamically based on when individual records meet certain criteria. These campaigns can mix and match various channels of communications and a single campaign may combine email, text, and print messages.
Within any campaign or email message dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called ‘Snippets’.

Collect data from many sources using Slate’s drag-and-drop form builder. Using our easy-to-use palette, fields can be added directly to a form and is updated in real time. Slate’s forms allow for the full use of conditional logic, allowing for the customization of entire sections, individual questions, and answer choices. Use the form builder to make custom RFI forms, declaration of major forms, online giving forms, and more.
Looking to customize the confirmation page or the message someone receives when they submit a form? Control the message with mailings that can be triggered and tailored, ensuring the right message gets to the right person.
Forms can exist on their own or be embedded within an institution’s web properties. Either way, the organizational branding elements will make it feel like it’s a native part of your website.

Detailed communication analytics are captured natively within Slate. In addition to the standard data points (opens/clicks/bounces/opt outs/etc.), delivery reports can be generated that capture granular level information about the device, location, and other details that allow for enhanced tracking.
Slate also provides email address deliverability and validation, allowing institutions to understand why particular messages may have bounced or skipped in transit.
Slate fully supports Google Analytics and other analytics platforms with JavaScript APIs for registering page views and conversion events.
Slate has developed a proprietary analytic service called Ping that enables the tracking of remote web access across institutional web properties outside of Slate and correlates browsing behavior with records. This data can then be used in queries, reports, and predictive modeling as a measure of engagement, areas of interest, and initial point of contact.

Slate’s Inbox allows organizations to manage multiple office email accounts and incoming text messages. These messages can be viewed, replied to, and otherwise managed by administrative users. Automations can be created that route messages to specific users or role groups and both the inbound message and subsequent replies are automatically captured and associated with the record.

Ever wish you could make your own specialty website that can leverage your institutional data? With Slate portals, you can construct custom-built web pages that can access, manipulate, and otherwise customize content based on underlying Slate data.
Portal templates are provided for alumni, coaches and athletic staff, school counselors, admitted applicants, and donors. Portals can inherit an institution’s branding or be built with branding specific to an individual portal as desired.

Event Management

  • Simple or complex event structures Simple or complex event structures
  • Event communications Event communications
  • Appointments and interviews Appointments and interviews
  • Trips and travel Trips and travel
  • Self-service management Self-service management
  • Calendar integrations Calendar integrations
  • Simple or complex event structures Simple or complex event structures
  • Event communications Event communications
  • Appointments and interviews Appointments and interviews
  • Trips and travel Trips and travel
  • Self-service management Self-service management
  • Calendar integrations Calendar integrations

With the ability to create, schedule, and invite attendees to events, Slate’s event management functionality consolidates and simplifies office processes into a single, straightforward system. Leveraging templates, recurring events can be created en masse without the need for additional configurations.
Slate can handle multiple event registrations with a single form submission using our related events feature. If desired, payments and gifts can be collected as part of the registration process.
Common events routinely created by institutions include campus tours, information sessions, admitted student days, homecoming weekends, alumni/donor receptions, and more.

Transactional messages associated with an event can be automatically triggered upon registration, waitlist registration, and hours before and after an event, just to name a few. These communications can be crafted to send through any of the multi-channel methods allowed within Slate such as SMS, print, or email.
QR codes and location-aware links can be embedded within event reminder messages for registrants to either check themselves in once they’re within 2km of the event or allow staff to scan their codes, automatically marking them as attended.

Slate's Scheduler functionality may be used to manage interviews, appointments, donor meetings, and other important one-on-one events. Templates can be created to manage the registration, communication, and details of individual meetings.
Constituents can sign up for individual slots through either a landing page or by accepting an RSVP request from a staff member. These slots can be a part of a trip within Slate and allow for post-meeting report forms to be submitted and connected back directly to the person record.

Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop environment.
Events and meetings are displayed on a map and details are easily accessible by a staff member. Points of interest can be searched from directly within a trip map and then added as a stop on a trip.

Events can be aggregated and displayed on custom event landing pages or embedded directly on institutional web properties. These landing pages can display events either on a calendar, map, or as part of a list. Registrants are empowered to sign-up, reschedule, or cancel their own registration in a completely self-service way.
In addition to physical events, online events and webinars can be hosted directly within Slate.

Need to sync all your calendars? Add external iCal feeds into Slate events and scheduler. Users can easily add institutional calendars, staff calendars and more directly into Slate including any free/busy information allowing for a single view to rule them all.

Queries, Reporting, and Data Management

  • Any data point. Anytime. Any user. Any data point. Anytime. Any user.
  • Native drag and drop reporting Native drag and drop reporting
  • Data visualization and analytics Data visualization and analytics
  • Document hosting and management Document hosting and management
  • Duplicate record management Duplicate record management
  • Open access Open access
  • Any data point. Anytime. Any user. Any data point. Anytime. Any user.
  • Native drag and drop reporting Native drag and drop reporting
  • Data visualization and analytics Data visualization and analytics
  • Document hosting and management Document hosting and management
  • Duplicate record management Duplicate record management
  • Open access Open access

The powerful query builder uses drag-and-drop functionality that enables end users to learn and build queries without the need for IT assistance. Any data point throughout all of Slate is easily accessible with just a few clicks. This query tool is used throughout Slate – allowing for robust capabilities in all aspects of Slate’s functions.

Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. All data points and communications in Slate are available for reporting, including first source/contact with a person. Reports may be emailed to parties on a scheduled basis.
Example reports have been created that can be copied and modified for each institution’s own business process. These include funnel reports, daily visit reports, daily gift production, VSE, and more.

For those looking to embark on a visual data journey, Voyager is a powerful data visualization tool that allows users to plot and view data spatially. Users build queries which create custom layers on a map, allowing institutions to see where people live, organizations are located, and events have been held.
By overlaying census data from the American Community Survey (ACS), Voyager creates data visualizations for existing territories and explores areas with growth potential. The layers update dynamically as users navigate the map, allowing for an easy visualization of effectiveness across a desired geography.
Our Predict feature allows organizations to apply machine learning principles to data to make predictions about outcomes (e.g. Will an applicant enroll? Will an alum donate?). Organizations can use query builder to define a set of historical data (e.g. a defined population or selection of data points) and use built-in or custom data filters to define the desired outcome. The system will then construct a series of mathematical models based on this data. We construct multiple models using different, commonly used machine learning algorithms such as Decision Tree, Naive Bayesian, Linear Regression, etc.
We construct the models using 80% of the historical data defined, and then test the predictive ability of those models on the remaining 20% of the data to produce an approximate accuracy of the model. Organizations can then define a target population. Models are leveraged to make an outcome prediction for each member of the target population based on the same data points defined in your historical data. Those outcome predictions will be stored with each person record and can be accessed individually or in bulk as part of queries, exports, rules, etc.

Drowning in documents? Slate has been designed to host an unlimited number of materials – and have those materials associated with a person, application, school, and or gifts. In addition to hosting the material itself, material metadata can also be captured and stored.
Materials can be uploaded individually by a person through a self-service portal or by an administrative staff member directly from the person record. Documents can also be uploaded en masse through either a document import process or through Slate’s Batch Acquire tool. This tool allows for users to import physical and electronic documents via scanner or uploaded directly from a computer. From within Batch Acquire, documents can then be manipulated and assigned to an individual’s record.

Consolidate Records is a powerful tool in Slate that identifies potential duplicate records and allows users to consolidate records easily. Slate offers more than three dozen sets of criteria immediately upon provisioning. Criteria are split into categories: high confidence – for automatic matches (e.g., first + last + DOB and first + last + email) -- and lower confidence matches that require review from staff members before the records are consolidated.
When matched, all data is aggregated together, with higher quality data taking precedence over lower quality data.

For those who may be more comfortable reading SQL, Slate supports direct SQL access (ODBC/JDBC) to an institutions database along with unlimited service accounts for SFTP and web service integrations. All data transmitted via the web is encrypted using 2048-bit keys with TLS 1.2 as the protocol and HTTP Strict Transport Security. It is not possible to access the Slate Web application without the use of TLS. All data is encrypted at rest using AES encryption.
System performance and reliability dashboards within each database show real-time metrics about the health and performance of your individual instance of Slate including CPU usage, database requests, database disk queue, web server requests and response time, network status, Slate release version, any more.
We’ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout Slate. Search and filter through access logs and error logs that record every action throughout your database.
Additionally, institutions can generate their own retention policies – used to delete or purge data in accordance with state or federal laws (such as FERPA), adherence to institutional retention policies, or simply for the batch deletion of data erroneously imported.

Automations and Integrations

  • Plays well with others Plays well with others
  • SFTP batched import/export SFTP batched import/export
  • Web Service import/export Web Service import/export
  • Automate anything Automate anything
  • Project and task management Project and task management
  • Plays well with others Plays well with others
  • SFTP batched import/export SFTP batched import/export
  • Web Service import/export Web Service import/export
  • Automate anything Automate anything
  • Project and task management Project and task management

Many institutions transfer data bidirectionally between Slate, their SIS, and other databases as needed. These file transfers are employed for such integrations via SFTP or RESTful web services.
Slate has integrated successfully with a wide variety of software applications, including Banner, PeopleSoft, Colleague, Workday, Jenzabar, Blackbaud, Millennium, as well as business intelligence solutions, CMS solutions, and more.

Batched exports are built in the query tool and involve the generation of flat files (fixed-width, delimited, XML, JSON, etc.) on a scheduled frequency. Any code and value translations can be configured within Slate but outside of the query, so the query can be stable and immutable even when new entry terms, majors, and other code changes are introduced. This also ensures that the process on the campus system (e.g., SIS, ERP, etc.) side remains stable year-over-year, too. These exports can be cumulative, incremental, or differential. This differential option uses notification queues to track which records have changed since the export was last run, so full rows are returned for only the people for whom there has been some change to their record. The exports can be scheduled to occur on a daily frequency (or more frequently, as desired) and can be run on-demand for those instances throughout the year where you may need to update the campus system more immediately after adding/changing a batch of decisions.
Exports can be pushed out to our SFTP servers or to a remote SFTP server. For exports to a campus system, we generally advocate for the use of batched exports, using delimited differential files, on a nightly overnight frequency, and to our SFTP server, where a school can then poll the /outgoing/ directory periodically to pull down and load any files.
Institutions can import to an /incoming/ directory on our SFTP server, which we poll frequently (at least once every 15 minutes) and load any files matching a specified filename mask. We can poll a remote SFTP server, too, but to the point of SFTP server availability, since we can ensure that our servers remain highly available, the experience is usually most reliable when using our infrastructure. These files can be delimited, fixed width, XML, etc., and we typically recommend that delimited files with column headers be used, since you can add/remove columns at any time without breaking the import process within Slate. This allows for asynchronous changes to the data feed specifications. The files are routed into our Upload Dataset tool, where the format can be predefined to handle all value and code translations, ensuring that the year-over-year changes to accommodate new fields or values is straightforward and can be handled by non-technical end users.

Leveraging the graphical query tool, any data point can be selected and formatted into a desired export type – including XML, JSON, JSONP – and a RESTful web service can be created to export on a regular basis. Data can be pulled from Slate or pushed to an external endpoint using web services. Likewise, data can be imported into Slate by being pulled from a remote web service or pushed to a specific Slate endpoint.

The rules editor allows schools to build a wide range of business rules to automate and support business processes and operations. For example, rules can set field values, apply custom checklists, place records into populations, calculate values according to user-defined formulas, apply application statuses, assign staff to individual records, and so much more. You’ll feel as though you have an extra staff member handling the once manual day-to-day processes.

Projects (comprised of tasks) allow for the creation and execution of tasks that aid in the completion of a business process directly in Slate.
Tasks are user aware, display to the appropriate staff member, and can be linked to specific records within Slate. The associated user can be set either manually or through an automated process that evaluates the task assignee based on custom criteria such as staff assignment. Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail.
For example, an institution may wish to assign tasks to maintain the Organizations dataset. Should a student register for an event or form without matching to a school, a task could be assigned to a staff member to either correct the school entry or add the new school to the Organizations dataset.

Application, Evaluation, and Review

  • Custom applications Custom applications
  • Import applications from anywhere Import applications from anywhere
  • Custom student status portal Custom student status portal
  • Automated read and review process Automated read and review process
  • Step-by-step decision release and reply Step-by-step decision release and reply
  • Custom applications Custom applications
  • Import applications from anywhere Import applications from anywhere
  • Custom student status portal Custom student status portal
  • Automated read and review process Automated read and review process
  • Step-by-step decision release and reply Step-by-step decision release and reply

Slate supports multiple application frameworks within a single database, allowing organizations to design a unique experience for various applicant groups and purposes. Undergraduate, graduate, certificate, non-degree, non-traditional, financial aid and scholarship applications can all be managed in Slate. No need to maintain multiple applications? Create just one application and dynamically display content throughout the application for each population.
Collect any supporting documentation, including school transcripts, test scores, activities, essays, resumes, employment history, recommendations, and counselor information. Additionally, applications may include rich media capabilities such as video essays, video interviewing, and digital portfolios.
Using Slate’s self-service application tools, a customized and responsive application experience can be crafted by dynamically controlling the display of whole pages, questions, or individual answers within each question. With a bespoke application experience, applicants can quickly and seamlessly complete their application.

Already integrating with a third-party vendor? Slate provides a direct and automated data and document integration with many providers including: The Common Application (Slate is the largest consumer of data and documents from The Common Application), The Coalition for Access, Affordability, and Success, Universal College Application, CAS applications such as AMCAS, CASPA, LSAC (ACES), PharmCAS, PTCAS, SOPHAS, and VMCAS, as well as QuestBridge and state application services. Data and documents are automatically downloaded in a nightly process and are imported and available to staff upon arrival.

The applicant status portal is a standard structure that can be created and configured to communicate with applicants; manage application checklists, fees, and enrollment deposits; change mailing or email addresses; upload materials; register for events; complete additional forms; view decision and financial aid letters and correspondence; and receive additional information about programs. Provide a hyper-personalized experience to each applicant by dynamically showing content or embed social media feeds.

Ever wish you could manage the entire review process in a one-stop-shop? Look no further! Slate is designed to streamline all aspects of the application review process.
The Slate Reader centralizes all the materials necessary for the entire review process. You may determine which documents are viewable based on a reviewer’s role, as well as the order in which they are displayed. Each reviewer has a queue where files are stored for reading and evaluation.
Reviewers can submit review forms – either sending the application file on to the next reviewer or back to a general reading pool – while providing ratings and overall comments on the applicant. Reviewing files on the road or 35,000 feet in the air? The Slate Reader works online or offline without plug-ins across all modern browsers and platforms, including PC, Mac, and the Apple iPad.
In addition to the application evaluation process, simultaneous review process can occur in parallel – in the form of a Workflows. Examples of workflows are I-20 review, scholarship evaluation, athletic review, or transcript review.

Designed to put your mind at ease, the decision release process follows a step -by-step safeguard system to ensure proper assignation and delivery of decisions and decision letters. Once decisions are ultimately released, applicants are instructed visit their applicant status portal in order to authenticate themselves prior to viewing their decision letter.
Institutions may designate any number of decision letters, and an applicant can have a series of interim decisions that are released as they move towards a final Enroll decision. Apart from the initial decision release, subsequent decisions (such as ‘accept’ or ‘deposit pending’) may automatically be released based on the applicant completing an online reply form.

Advancement

  • Gift management and processing Gift management and processing
  • Donor management Donor management
  • Giving days and constituent portals Giving days and constituent portals
  • Gift management and processing Gift management and processing
  • Donor management Donor management
  • Giving days and constituent portals Giving days and constituent portals

Managing and processing gifts has never been easier. Gifts can be added individually on a donor’s record, imported en masse using the Upload Dataset tool or entered directly by a donor, either through an online giving form, as part of an event registration, or through a donor’s custom gift management portal. Apart from the standard giving fields, each institution can develop their own custom fields that allow for complete process customization. Recurring gifts can be created on a monthly, quarterly, biannual, and annual basis.
Using Slate’s automations and query capabilities, receipts can automatically be run, delivered, and tied back to the donor’s timeline. These receipts can be automatically segmented and sent through any of Slate’s communication channels – including print, SMS, and email.
Leveraging Slate’s Telephony capabilities, telefunding campaigns can occur directly within Slate – using VOIP – that allows callers to connect with donors while simultaneously updating their information and processing gifts and pledges. This capability to process gifts over VOIP occurs in a completely PCI compliant manner – storing only tokenized information about the donor’s payment method. Callers can pull from a list of donors and record the details of the conversation – including whether there is a need for a follow-up call.

Utilizing business rules, custom data points can be set based on an individual record's type, giving history, level of engagement, involvement, and any other data point associated with a record. These records may then be segmented and placed within donor populations, allowing for automated and targeted communications.
Additionally, custom datapoints can be set on individual donor records, allowing institutions to keep track of a donor’s solicitation preferences, affinity groups, board involvements, moves management stages, and more.
This data can store information such as prospect stages, ratings, evaluations, and other salient details related to a donor's potential to give. Wealth screening, as well as other data enrichments, can be imported and associated with an individual record, and updated directly from the Record.
The decision about what elements to create and store can be individually defined by each institution - as it relates directly to an institution's unique process.
Contact reports can be created that allow gift officers to record interactions with donors and prospective donors. Using the forms feature, the details of each interaction can be captured, stored, and mapped back directly to a donor’s record.

Customize your donor outreach and engagement methods by leveraging the power of Portals. Bespoke portals can be built that allow each institution to create their own day of giving, alumni directory, and donor history and management website that leverages the totality of data housed within Slate.