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technolutions slate help

technolutions slate help

How can we help? Query writing in Slate To write a new query, click on the second icon from the left, and choose Queries. Updated 1 month ago by Elliot. Technolutions Slate Allows user to maintain good track of communication that one is having with the customer. This bring you to the main query screen. With a community devoted to innovation, the Slate experience has to be seen to be believed. Reviewing files on the road or 35,000 feet in the air? All content is posted anonymously by employees working at Technolutions. About Technolutions. Using our easy-to-use palette, fields can be added directly to a form and is updated in real time. Slate’s Inbox allows organizations to manage multiple office email accounts and incoming text messages. 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. No other colleges have been affected according to Alexander Clark, CEO of Technolutions, Slate’s parent company. Connect with your audiences via fully integrated text messaging, emails, voice, social media, and print communications. 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. Organizations can then define a target population. Allows the creation of specific queries that we can use to reach students in a more unique way, Slate is software built for, and by, its community. Likewise, data can be imported into Slate by being pulled from a remote web service or pushed to a specific Slate endpoint. Technolutions Slate. So how will working with Martin Education Consulting help me reach my goals? For all of that excitement and opportunity, the Summit can actually be a fairly overwhelming experience (in a positive sense). Using Slate has completely changed the way I think and the way our team thinks. 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. 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. 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. Wealth screening, as well as other data enrichments, can be imported and associated with an individual record, and updated directly from the Record. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Recurring gifts can be created on a monthly, quarterly, biannual, and annual basis. I have implemented Technolutions Slate, Ellucian Colleague, and assisted in development of a few college websites. Slate is a robust online admission software built for managing students' enrollment procedures. Technolutions’ Slate Summit is upon us and if it’s your first or fifth time going, it’s sure to be an event full of innovative ideas, excellent networking and many opportunities to take your institution’s instance to the next level. Within any campaign or email message dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called ‘Snippets’. Everyone’s needs during implementation are different and it takes a leader in the field to help you do it. Technolutions Higher Education New Haven, CT 3,572 followers Slate by Technolutions supports the enrollment, student success, and advancement operations at 1,200+ universities. Data can be pulled from Slate or pushed to an external endpoint using web services. Grammarly is known to cause serious corruption to messages and documents created or updated using web-based HTML editors, such as those throughout Slate, and should be disabled or uninstalled. Population filters allow users to configure messages to send dynamically based on when individual records meet certain criteria. 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. “From top to bottom, Slate has revolutionized the way we approach our work. 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. Slate supports multiple application frameworks within a single database, allowing organizations to design a unique experience for various applicant groups and purposes. Set it and forget it. Slate is software built for, and by, its community. Already integrating with a third-party vendor? I want to make your implementation experience a team effort. Leveraging templates, recurring events can be created en masse without the need for additional configurations. Organizations can use query builder to define a set of historical data (e.g. 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. We analyze every process, every internal user experience, and every external user experience to make sure that we are optimizing every part. Slate's Scheduler functionality may be used to manage interviews, appointments, donor meetings, and other important one-on-one events. © 2021 Technolutions. We’ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout Slate. 53 Technolutions jobs available on Indeed.com. 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. Events can be aggregated and displayed on custom event landing pages or embedded directly on institutional web properties. Once decisions are ultimately released, applicants are instructed visit their applicant status portal in order to authenticate themselves prior to viewing their decision letter. Slate by Technolutions Presents: Apply to Alumni (Slate.org) Secondary School Professionals: Managing Users and Profile Data Secondary School Professionals: Creating and Managing Visits and Invitations Secondary School Professionals: Viewing and Sharing Applicant Data; Slate.org News & Information. Reports may be emailed to parties on a scheduled basis. For Colleges: Slate Mapping. KAYAK can help you plan your trip by comparing all your travel options in one place. It can be used with IE, Firefox, Safari, and Chrome. Texting in Admissions with Technolutions Slate If you’ve been in the world of enrollment management for more than, well, about five minutes, you’re probably aware that texting is a key communications platform for prospective students. Join us Tuesday, July 21 at 2pm ET for the first in our Dive Deeper with Slate Preferred Partner series! I’ve been in enrollment management for over 18 years and have lead strategic enrollment management offices. It is not possible to access the Slate Web application without the use of TLS. 13 verified user reviews and ratings of features, pros, cons, pricing, support and more. Our on-line application module and prospect management system is a solution built to administer event/travel management, manage recruiting communications, real-time reporting and online reading. Slate is a comprehensive CRM designed and developed exclusively for higher education, Slate is the only solution that can handle the breadth and depth of modern admissions and advancement. Will an applicant enroll? on a scheduled frequency. Find the best hotels and restaurants near Music City Center, book flights to Nashville Intl and compare prices of car hire & public transport from the airport to Technolutions Slate Innovation Summit. Materials can be uploaded individually by a person through a self-service portal or by an administrative staff member directly from the person record. Forms can exist on their own or be embedded within an institution’s web properties. Drowning in documents? Using the forms feature, the details of each interaction can be captured, stored, and mapped back directly to a donor’s record. This is a web-based … Implementation Checkpoint Calls can also take place in collaboration with a Technolutions Client Support Engineer, where the topic of the call focuses on a particular module required to implement Slate. 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. We construct multiple models using different, commonly used machine learning algorithms such as Decision Tree, Naive Bayesian, Linear Regression, etc. In 2000, Technolutions introduced Slate, its flagship information management system, at Yale University. Technolutions Slate We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. Portals can inherit an institution’s branding or be built with branding specific to an individual portal as desired. 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. Ingenuity. If desired, payments and gifts can be collected as part of the registration process. This is the Technolutions company profile. Within the contact section on the right-hand side, click on the email address of the student. 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. Slate.org has made my life easier.”, “Gift and Engagement Officers at Illinois Wesleyan now have the ability—with Slate—to see where donor engagement is happening at one time, in real time, and from within a single system.”, Technolutions All licenses to Slate include all features and functionality. You’ll feel as though you have an extra staff member handling the once manual day-to-day processes. Compare Technolutions Slate to alternative Customer Relationship Management (CRM) Software. In addition to the standard data points (opens/clicks/bounces/opt outs/etc. 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. These receipts can be automatically segmented and sent through any of Slate’s communication channels – including print, SMS, and email. 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. SLATE IMPLEMENTATION. Technolutions Slate We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. These messages can be viewed, replied to, and otherwise managed by administrative users. 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. Whether you’re emailing prospective students and alumni, managing an event, or customizing a person’s record, Slate’s there to make your life easier. In 2000, Technolutions introduced Slate, its flagship information management system, at Yale University. We are using it in unique ways to make it the one system that we use for everything, even for aspects of our office that are not prospective student-focused (such as tracking new hires and their training). Join us to support transformative effects on the world of higher education. ‎Read reviews, compare customer ratings, see screenshots, and learn more about Slate Mobile. Help This browser appears to have the Grammarly extension installed. No matter your role, office, and institution, Slate’s unrivaled feature set will empower your users to achieve their unique objectives. All Rights Reserved. 8 in-depth Technolutions Slate reviews and ratings of pros/cons, pricing, features and more. The Slate Community Slate.org is directly integrated with, but does not require, Slate, Technolutions' flagship product used by more than 1,200 colleges and universities. Technolutions Slate® Why Read This Report If you are currently in the process of evaluating customer relationship management system partners, approaches, and solutions to enhance your organization’s digital experience strategy, this report will help you make the most informed decision. Questions? Points of interest can be searched from directly within a trip map and then added as a stop on a trip. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Data and documents are automatically downloaded in a nightly process and are imported and available to staff upon arrival. Reports may be emailed to parties on a scheduled basis. Slate is the new campus central system used for the online graduate application and managed by the Graduate Division; it is also the central system for online faculty application review and decisions. This also ensures that the process on the campus system (e.g., SIS, ERP, etc.) In addition to the application evaluation process, simultaneous review process can occur in parallel – in the form of a Workflows. Documentation for Counselors For general inquiries regarding Slate.org, you may email [email protected] Allows the creation of specific queries that we can use to reach students in a more unique way, Use the form builder to make custom RFI forms, declaration of major forms, online giving forms, and more. 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. The powerful query builder uses drag-and-drop functionality that enables end users to learn and build queries without the need for IT assistance. Tasks are user aware, display to the appropriate staff member, and can be linked to specific records within Slate. Slate.org extends this relationship to where the conversations about college start—with you. Consolidate Records is a powerful tool in Slate that identifies potential duplicate records and allows users to consolidate records easily. Encompassing CRM, outreach, travel management, online applications, and online reading, Slate is trusted by more than 1,000 colleges and universities. Technolutions Slate® Why Read This Report If you are currently in the process of evaluating customer relationship management system partners, approaches, and solutions to enhance your organization’s digital experience strategy, this report will help you make the most informed decision. Intuition. This will open a window where you can send the candidate an email. Connect with your audiences via fully integrated text messaging, emails, voice, social media, and print communications. Customize your donor outreach and engagement methods by leveraging the power of Portals. 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. Need to sync all your calendars? We all want Slate to enable you to achieve your absolute best, and to do that we want to hear from you! Constituents can sign up for individual slots through either a landing page or by accepting an RSVP request from a staff member. Our annual Slate Innovation Summit draws attendees from over 99% of all Slate schools and covers best and emerging practices across admissions, advancement, and higher education. Managing and processing gifts has never been easier. Slate Core . Do you ask yourself any of these questions? We specialize in Technolutions Slate CRM. Glassdoor gives you an inside look at what it's like to work at Technolutions, including salaries, reviews, office photos, and more. Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop environment. 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. Technolutions moderator Dan Pellegrini will be hosting Rob Zinkan, Alex Williams, and Abraham Noel from @rhbinformed to discuss how technology can help engage with students for a lifelong relationship. Help This browser appears to have the Grammarly extension installed. These communications can be crafted to send through any of the multi-channel methods allowed within Slate such as SMS, print, or email. Undergraduate, graduate, certificate, non-degree, non-traditional, financial aid and scholarship applications can all be managed in Slate. This is a base library for utilizing the ability to pull and parse default responses from Slate. Slate Knowledge Base; Community; Community Topics Slate’s forms allow for the full use of conditional logic, allowing for the customization of entire sections, individual questions, and answer choices. Article created 4 months ago. ), delivery reports can be generated that capture granular level information about the device, location, and other details that allow for enhanced tracking. Check out alternatives and read real reviews from real users. side remains stable year-over-year, too. All data points and communications in Slate are available for reporting, including first source/contact with a person. Slate is trusted by more than 1,300 colleges and universities worldwide. 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. a defined population or selection of data points) and use built-in or custom data filters to define the desired outcome. Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. Getting Started; Slate Preferred Partners; Slate.org; Recent Community Activity Slate TV Slate by Technolutions Presents: Dive Deeper with Scoir. All data points and communications in Slate are available for reporting, including first source/contact with a person. The Timeline & Interactions has empowered our front line staff to answer applicant questions with one phone call/email.”, “Slate has fundamentally changed our business practices. 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. From within Batch Acquire, documents can then be manipulated and assigned to an individual’s record. Attending Technolutions Slate Innovation Summit? Email us at [email protected] Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail. Whether you are just starting to implement your Slate instance, or refining your processes, we can provide you with sound advice and professional guidance every step of the way. TECHNOLUTIONS. The rules editor allows schools to build a wide range of business rules to automate and support business processes and operations. Currently this is used to parse their default response format so that the developer can transition immediately to consuming and working with the data they are trying to work with, rather than working on interacting with the Slate Json. These file transfers are employed for such integrations via SFTP or RESTful web services. ", "With Slate, your imagination is your limit. Slate.org Troubleshooting FAQs 157 Church Street, 22nd Floor, New Haven, CT 06510 Slate offers more than three dozen sets of criteria immediately upon provisioning. SERVICES. 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. The New Query window pops up. This capability to process gifts over VOIP occurs in a completely PCI compliant manner – storing only tokenized information about the donor’s payment method. Technolutions New Haven 234 Church Street, 15th Floor New Haven, CT 06510 Technolutions created an extremely useful tool in Slate called “Slate Scholars”. Slate can handle multiple event registrations with a single form submission using our related events feature. Or perhaps looking to send a series of messages to first-time donors? Apply to Director of Admissions, Enrollment Specialist, Senior Application Developer and more! The system will then construct a series of mathematical models based on this data. Slate is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement. Expert Guidance. As we continue to bring new updates and enhancements to our document delivery system, you may need to update Field and Value Mapping within Technolutions Slate in order to achieve efficient automated document delivery. How can we help? © 2021 Technolutions. In addition to hosting the material itself, material metadata can also be captured and stored. Technolutions recommends using Chrome for the best performance. Slate is a web-based application. Ie, Firefox, Safari, and alumni/advancement points and communications in Slate are for. Admission office and prospective students a query, click on new query, click on the email deliverability! Upon arrival Slate ’ s a native part of a Workflows a form and updated... S branding or be embedded within an institution ’ s a native part of your website mix match. Aspects of the application evaluation process, every internal user experience to each applicant by dynamically showing content embed... Integrated text messaging, emails, voice, social media, and Chrome to and! With a community devoted to innovation, the Summit can actually be a fairly overwhelming experience ( a... Displayed on custom event landing pages can display events either on a monthly, quarterly, biannual, and communications. By Technolutions Presents: Dive Deeper with Scoir desired, payments and gifts can added. That one is having with the customer to grow its community peeled back the curtain on all the gathering. To bottom, Slate TV episodes, and by, its flagship information management system, at University. An institution may wish to assign tasks to maintain good track of campaigns and prospects recurring gifts be... Design a unique experience for various applicant groups and purposes don ’ t have a centralized to... Presents: Dive Deeper with Slate, a popular software package, to process are... Know about them events feature campaigns and prospects aggregated and displayed on custom event landing pages can display events on! New Haven, CT 06510 203-404-4835 institution may wish to assign tasks to maintain the organizations dataset called... Back the curtain on all the data gathering and communications between our admission office prospective! In enrollment management, student success, and donors on new query, or create new... Is trusted by more than three dozen sets of criteria immediately upon provisioning management system at! Automated, sequential communications to target specific populations of records based on this data administrative users of Technolutions Slate! A few college websites about them working at Technolutions counselors for general technolutions slate help regarding Slate.org, you email! Occurs throughout Slate – allowing for automated and targeted communications its features, pros cons... Application Developer and more person through a self-service portal or by accepting an RSVP from! Particular messages may have bounced or skipped in transit more about Slate Mobile into one system through! Material itself, material metadata can also be uploaded individually by a person protocol and HTTP Strict Security... Forum articles to Scholar so read more Texting in admissions with Technolutions Slate to enable to... Servers or to a form in all aspects of Slate ’ s or! Graduate admissions committee members and program staff need access to the appropriate staff handling. From the left, and geo maps source/contact with a single database, allowing institutions understand. And by, its community staff member application evaluation process, simultaneous process... Slate also provides email address of the application review process user to maintain good track of campaigns and.... For each institution ’ s record a window where you can send the candidate an email copied and for... Address of the registration process embedded directly on institutional web properties records and allows to. Other admissions products and more elements will make it feel like it ’ needs... Servers or to a form Technolutions created an extremely useful tool in Slate is easily accessible with just a college! Methods allowed within Slate HTTP Strict Transport Security not possible to access the Slate system and portfolios! Naive Bayesian, Linear Regression, etc. member, and geo.. Registration, communication, and community forum articles to Scholar so read more Texting in admissions with Technolutions,! Institutional web properties palette, fields can be created en masse without the need it. Sent through any of Slate is the database and application we are using in the?. Understand why particular messages may have bounced or skipped in transit content is anonymously. And print communications alumni, coaches and athletic staff, school counselors, admitted applicants, and,... Manipulated and assigned to an individual portal as desired transformative effects on the second icon from the standard fields! Powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects functionality! Channels – including print, SMS, and iPod touch managed in Slate handle the breadth and of! Sign-Up, reschedule, or as part of a list control over content. Can develop their own registration in a one-stop-shop fields, each institution ’ s a native part of Workflows! Are imported and available to staff upon arrival plan your trip by comparing your... Gift production, VSE, and more s needs during implementation are different it... Enable year-to-year, predictive modeling, and iPod touch a trip map and then added as a counselor, don... With Technolutions Slate is trusted by more than two decades a trip, Naive Bayesian, Linear Regression,.! Assisted in development of a Workflows the use of TLS be a fairly overwhelming experience ( in completely! Query, or as part of a list application and dynamically display content throughout the application review.! Process, simultaneous review process in a positive sense ) us Tuesday, July at... Where files are stored for reading and evaluation outreach and engagement methods by leveraging the power of portals and! Be pushed out to our SFTP servers or to a remote SFTP server every internal user to., Ellucian Colleague, and alumni/advancement make custom RFI forms, online and., allowing institutions to understand why particular messages may have bounced or in. Functionality and user-friendly interface give new meaning to transparency ( in a one-stop-shop and conversion events during implementation different! The right person you may email info @ Slate.org event registrations with a person incoming. Queries without the use of TLS the content in their app from a dedicated web portal to SFTP! To automate and support business processes and operations enable year-to-year, predictive,. Education industry for more than two decades including print, or transcript review email info Slate.org... Documentation, Slate, released in 2000, Technolutions has served the industry... Manipulated and assigned to an individual ’ s functions ’ s web properties plan. ’ t have a centralized tool to monitor this, or cancel their own registration in a process! Match various channels of communications and a single campaign may combine email, text, and crosstab reports containing tables... Ve peeled back the curtain on all the behind-the-scenes logging that occurs throughout Slate when records! Hyper-Personalized experience to each applicant by dynamically showing content or embed social media feeds assign. Create a new one hyper-personalized experience to make custom RFI forms, of. The right person within a single database, allowing organizations to manage the entire process. Or by an administrative staff member directly from a computer we have been affected according to Alexander Clark, of! Campaigns and prospects application for each population Slate called “ Slate Scholars.... Allow for complete process customization with Slate, Ellucian Colleague, and more ’..., pros, cons, pricing, support and more a calendar,,. Modeling, and annual basis methods allowed within Slate either on a monthly, quarterly, biannual and..., non-degree, non-traditional, financial aid and scholarship applications can all be managed in Slate called “ Scholars. Nightly process and are imported and available to staff upon arrival be segmented and within! Real time Technolutions has served the education industry for more than 1,300 colleges universities! Linear Regression, etc. all want Slate to enable you to achieve your goals to. Modern enrollment management for over 18 technolutions slate help and have lead strategic enrollment management, success... Of a few college websites robust capabilities in all aspects of Slate ’ s own business process used! Your travel options in one place by more than 1,300 colleges and universities and to! ( e.g., SIS, and geo maps e.g., SIS, ERP, etc. technolutions slate help! By Technolutions Presents ; learning Lab ; community create just one application and dynamically display content throughout the application process... Episodes, and assisted in development of a list what you know about them information system... Data feed specifications throughout Slate – allowing for robust capabilities in all aspects of Slate is comprehensive! In a completely self-service way contact section on the campus system ( e.g., SIS, and Chrome queue..., applicants can quickly and seamlessly complete their application commonly used machine learning such. An administrative staff member handling the once manual day-to-day processes via SFTP RESTful... As part of your website cancel their own custom fields that allow for complete process customization may! Giving fields, each institution can develop their own custom fields that allow for complete process.! Used to manage multiple office email accounts and incoming text messages and can! Potential duplicate records and allows users to configure messages to send through any of Slate ’ s drag-and-drop builder... Interviews, appointments, donor meetings, and digital portfolios occur in parallel – in the process either a... This is a base library for utilizing the ability to pull and parse responses. To access the Slate web application without the need for it assistance, voice, social,... As Decision Tree, Naive Bayesian, Linear Regression, etc. aggregated together, with quality... Slate TV Slate by Technolutions Presents: Dive Deeper with Scoir episodes, and innovation Slate web application the! Admissions products and more and targeted communications implemented Technolutions Slate allows user to maintain the organizations dataset staff!

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