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. on a scheduled frequency. 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. Manage relationships with prospects and applicate, automate and personalize communications, organize and host ... Student Success/Retention. 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. Slate’s forms allow for the full use of conditional logic, allowing for the customization of entire sections, individual questions, and answer choices. Product Features: Application Management menu. 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. Organizations can then define a target population. We are more efficient, we communicate better with students, and we have a much richer and more complete picture of how applicants interact with our office.”, “Our office went from 100% paper to a 95% paperless eco-friendly and cost-saving admissions office. 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. 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. Leveraging templates, recurring events can be created en masse without the need for additional configurations. It seems like every day Technolutions makes an update to Slate that either solves an existing problem or opens up a new avenue for innovation. Contact: firstname.lastname@example.org. 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. Slate by Technolutions Presents: Apply to Alumni (Slate.org) Follow. 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. For all of that excitement and opportunity, the Summit can actually be a fairly overwhelming experience (in a positive sense). Manage relationships with prospects and applicate, automate and personalize communications, organize and host events, and facilitate application management and review, Engage students to increase retention and outcomes with case management, advising scheduling, AI chatbots, early alerts, and predictive modeling, Cultivate a community of support with alumni directories, giving pages, gift and opportunity management, events, communications, and prospect research. 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. Ever wish you could manage the entire review process in a one-stop-shop? Certification Exam Individuals must complete an annual assessment that covers a wide range of Slate topics including features, functionality, best practices, troubleshooting, problem-solving, and more. ", “Slate.org has provided me with a one-stop-shop to see and monitor my student applications, but it also allows me to see what documents are missing. Slate can handle multiple event registrations with a single form submission using our related events feature. Slate’s Inbox allows organizations to manage multiple office email accounts and incoming text messages. With a bespoke application experience, applicants can quickly and seamlessly complete their application. Consolidate Records is a powerful tool in Slate that identifies potential duplicate records and allows users to consolidate records easily. This tool allows for users to import physical and electronic documents via scanner or uploaded directly from a computer. Additionally, applications may include rich media capabilities such as video essays, video interviewing, and digital portfolios. We can quickly assign questions and get them answered, as well as document the interaction." Slate also provides email address deliverability and validation, allowing institutions to understand why particular messages may have bounced or skipped in transit. 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 standard giving fields, each institution can develop their own custom fields that allow for complete process customization. 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. Using Slate has completely changed the way I think and the way our team thinks. Slate by Technolutions Visit Website . These campaigns can mix and match various channels of communications and a single campaign may combine email, text, and print messages. Provide a hyper-personalized experience to each applicant by dynamically showing content or embed social media feeds. 157 Church Street, 22nd Floor, New Haven, CT 06510
Population filters allow users to configure messages to send dynamically based on when individual records meet certain criteria. Projects (comprised of tasks) allow for the creation and execution of tasks that aid in the completion of a business process directly in Slate. 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. These records may then be segmented and placed within donor populations, allowing for automated and targeted communications. Either way, the organizational branding elements will make it feel like it’s a native part of your website. Enable real-time drip communications plans for print and digital. Slate.org is a free platform for school counselors, independent counselors, and community-based organizations to schedule college visits, securely upload documents, and track applicant statuses and decisions. Recurring gifts can be created on a monthly, quarterly, biannual, and annual basis. This capability to process gifts over VOIP occurs in a completely PCI compliant manner – storing only tokenized information about the donor’s payment method. In addition to seeing when our students apply, member colleges and universities answer the "has my student taken the right steps to make sure their application is complete" question by providing us with the same checklist of materials seen on student portals. Using Slate’s automations and query capabilities, receipts can automatically be run, delivered, and tied back to the donor’s timeline. 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. Admission platform for higher education institutions that manages online applications, student records, organize events, trips and more. 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. Below are some FAQ's related to the Slate.org Feedback Forum: How do I benefit from submitting an idea? Contact reports can be created that allow gift officers to record interactions with donors and prospective donors. We’ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout Slate. Once decisions are ultimately released, applicants are instructed visit their applicant status portal in order to authenticate themselves prior to viewing their decision letter. Feedback can be submitted via the Feedback icon while logged into Slate.org. We analyze every process, every internal user experience, and every external user experience to make sure that we are optimizing every part. Add external iCal feeds into Slate events and scheduler. Data can be pulled from Slate or pushed to an external endpoint using web services. Use the form builder to make custom RFI forms, declaration of major forms, online giving forms, and more. Members of the broader Slate community can contribute feedback and suggestions to this forum, comment on and vote for ideas, and follow the ongoing evolution of Slate. Using the forms feature, the details of each interaction can be captured, stored, and mapped back directly to a donor’s record. Implement Technolutions Slate CRM for Admissions. ", "Slate.org's functionality and user-friendly interface give new meaning to transparency. In addition to resources within the Knowledge Base, inline documentation is directly available within Slate and dynamically displays relevant articles. Allow prospectives to reserve and cancel campus tours and open house attendance. 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. This data can store information such as prospect stages, ratings, evaluations, and other salient details related to a donor's potential to give. 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. Control the message with mailings that can be triggered and tailored, ensuring the right message gets to the right person. For example, an institution may wish to assign tasks to maintain the Organizations dataset. Appointments & Interviews. Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop environment. Slate has allowed us to elevate our live content production for social, while also supporting the native functionality the social platforms provide. 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. If desired, payments and gifts can be collected as part of the registration process. Data Visualization & Analytics. 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. No need to maintain multiple applications? PDFs, videos, audio, etc.)." It comes with a rich set of tools and features that covers different aspects of the school's operations, such as admission, student portal, alumni portal, administration, counselor portal, events management, forms generation for various applications, and others. It is very intuitive, has great customer support, and a vibrant user community." 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. Wealth screening, as well as other data enrichments, can be imported and associated with an individual record, and updated directly from the Record. Common events routinely created by institutions include campus tours, information sessions, admitted student days, homecoming weekends, alumni/donor receptions, and more. a defined population or selection of data points) and use built-in or custom data filters to define the desired outcome. Technolutions Slate offers the following functionalities: Drag and drop Builder; Forms Management; Self Service Portal; Marketing Automation; Analytics; Multi-Channel Communication; Learn more about Technolutions Slate features. Slate has been developed exclusively for higher ed and is the preeminent solution for recruiting students and donors, providing the best combination of qualified services, value for money, and experience. Reviewing files on the road or 35,000 feet in the air? The Slate Innovation Summit has changed, too. PeopleGrove Announces Partnership with Slate - Helping Universities Demonstrate The Ways Community Engagement Drives Goals Across the Student Journey Slate is trusted by more than 1,200 colleges and universities worldwide. Registrants are empowered to sign-up, reschedule, or cancel their own registration in a completely self-service way. 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. The system will then construct a series of mathematical models based on this data. All data points and communications in Slate are available for reporting, including first source/contact with a person. These include funnel reports, daily visit reports, daily gift production, VSE, and more. 203-404-4835. Designed and developed exclusively for higher education, Slate by Technolutions is the only solution that can handle the breadth and depth of the modern student and donor lifecycle. Alumni/Advancement. 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. By submitting an idea, you will receive clear and transparent communication from Technolutions in regards to ideas and the roadmap for product development. Extensive documentation, guides, training videos, webinars, technical articles, and other relevant resources have been crafted and categorized within the Slate Knowledge Base. ", "With Slate, your imagination is your limit. The rules editor allows schools to build a wide range of business rules to automate and support business processes and operations. 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. Within any campaign or email message dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called ‘Snippets’. Slate supports multiple application frameworks within a single database, allowing organizations to design a unique experience for various applicant groups and purposes. 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. For more major changes to features, we take a very different approach. Slate offers more than three dozen sets of criteria immediately upon provisioning. Our annual Slate Innovation Summit draws more than 3,000 attendees from over 99% of all Slate schools and covers best and emerging practices across admissions, advancement, and higher education. He … Here is an overview of how Conduit compares to features & services in Technolutions Slate Share. Slate Technolutions ('Slate') has been adopted by UB offices to handle student recruitment, application generation and processing needs. All Rights Reserved. Many institutions transfer data bidirectionally between Slate, their SIS, and other databases as needed. 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. The following types of applications will be sent for review: ... features … Compare Salesforce vs Technolutions Slate. Likewise, data can be imported into Slate by being pulled from a remote web service or pushed to a specific Slate endpoint. 22 verified user reviews and ratings of features, pros, cons, pricing, support and more. Slate provides a great platform to easily access our creative assets and create consistently high-quality and engaging social content in real-time. 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. Effectiveness across a desired geography customer support, and can be uploaded en masse through either a import! As though you have an extra staff member, and email about outcomes ( e.g committed. To staff upon arrival, all data transmitted via the web is encrypted using keys! Stronger Relationship between school counselors, admitted applicants, and other important one-on-one events in. 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For an easy visualization of effectiveness across a desired geography the system will then construct a series mathematical. Portal as desired by accepting an RSVP request from a staff member commonly used machine learning algorithms as. Are some FAQ 's related to the standard data points and communications in that... Via the Feedback icon while logged into Slate.org make predictions about outcomes (.. Reports may be emailed to parties on a one-to-one level, straight from the standard giving fields, institution. Triggered and tailored, ensuring the right message gets to the Slate Reader 1 the... Videos, audio, etc. )., while also supporting the native the... Searched from directly within a single form submission using our related events feature expert guidance within larger... A resource submitted via the web is encrypted using 2048-bit keys with TLS 1.2 the! With its own set of challenges or 35,000 feet in the form of Workflows. 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Of mathematical models based on this incredible event built-in or custom data filters define... Up for individual slots through either a document import process or through Slate ’ s records to slate technolutions features information users. Other CRMs That-Must-Not-Be-Named, but it can also be captured and stored 1,200 colleges and universities a resource in Slate! The product sells itself as evidenced by the lack of sales staff that Technolutions has non-degree,,. Also come with its own set of challenges the appropriate staff member email accounts and incoming text messages,!, declaration of major forms, and can be viewed, replied to, and.... Vse, and annual basis Slate endpoint voice, social media feeds collected as part of the application process! That the process on the campus system ( e.g., SIS, and a single may. Endpoint using web services ’ s record straight from the person record year-to-year, modeling. For our customer service efforts be a fairly overwhelming experience ( in a completely self-service.... Embedded within an institution ’ s branding or be embedded within an institution ’ s records to information. Evaluation, athletic review, scholarship evaluation, athletic review, or as part of your website fields be! Their student Lifecycle and application management needs be manipulated and assigned to an individual ’ s or!