OFFICE HOURS

    Post Captain Office Hours are weekly, half-hour, live Q&A sessions led by our Slate experts—open to the entire community and designed to help you get practical answers on all Slate specific topics. These highly interactive sessions are purposefully designed to foster participation and an open discussion. Please consider submitting your questions in advance.

    Understanding Exclusivity Groups


    This introductory Office Hours explains how Exclusivity Groups help manage competing rules by organizing them into a structured hierarchy. You’ll learn how prioritization works within a group and how to apply this approach thoughtfully in Slate.
     
    Who Should Attend:
    All Slate Captains that manage rules to automate processes.

    Managing Yield Campaign Reminders and Enrollment Forms


    In this edition of Office Hours, we will review strategies for building and managing reminders to submit enrollment forms in your yield campaigns. We’ll cover timing considerations, audience targeting, and delivery methods to ensure reminders are timely, relevant, and effective.
     
    Who Should Attend:
    Slate Captains with a strong understanding of their Admissions and yield processes.

    The Very, Very Basics of Liquid Markup


    Join us for this introductory Office Hours where we will explore the basics of liquid markup and how it can be used in Slate to personalize content. We’ll walk through foundational concepts and simple examples to help you start building dynamic messages with confidence.
     
    Who Should Attend:
    All Slate users with a foundational understanding of Slate's text editor and the use of merge fields.

    Marketing Strategy Is Everyone’s Job, Especially in Slate


    Marketing strategy shapes how institutions connect with their audiences and drive meaningful action. It relies on audience clarity, intentional engagement, and measurable outcomes. We will look at how those principles take shape inside Slate and how strategic thinking influences everyday Slate decisions.
     
    Who Should Attend:
    All Slate users with interest in marketing and how this translates to Slate

    Moving from Local to Configurable Joins


    Still not completely using Configurable Joins? If those Local query bases are still used, join us to talk about strategies for implementing Configurable Joins across your database. We will talk about how to prioritize queries to convert and how to make the transition period easier for your team.
     
    Who Should Attend:
    Slate Captains with an understanding of query joins and how they work in Slate

    Access Granted with Permissions


    Review key strategies for managing user Permissions and Roles in Slate. We will discuss access control best practices and common approaches to database security.
     
    Who Should Attend:
    Slate Captains interested in security and permissions.

    Badge Printing Made Easy


    Learn how to configure and execute badge printing in Slate. Starting with the mobile pass set up, you'll receive guidance on how to create your badge. We will wrap up with a short demo of the printing process.
     
    Who Should Attend:
    Any Slate users with experience in Events looking to upgrade their attendee experience.

    Managing All Your Deadlines with Custom Datasets


    Different deadlines giving you a headache? Let's explore how datasets can be leveraged to track and manage deadlines effectively, helping to ensure timely and organized processes.
     
    Who Should Attend:
    Slate Captains with an understanding of their office's deadline management processes.

    Audit Queries to Keep Your Data on Track


    Get a practical introduction to using audit queries in Slate to identify data integrity issues and support clean-up efforts, along with guidance on setting up notifications to keep your data organized and running smoothly.
    Who Should Attend:
    Slate Captains looking for ways to verify data accuracy.

    Scheduling the 3 Days at Summit


    Slate Summit starts on June 24! Now is the time to develop your personalized Slate Summit schedule that aligns with your professional goals and areas of interest. Chat with experienced Summit goers about some tips for creating your schedule.
     
    Who Should Attend:
    All Slate users! Even if you aren't attending Summit, this is a time to check out the content to watch for later. 

    Making Connections at Summit


    Slate Summit is 3 days of non-stop content and fun, but don't forget to network a bit. We will discuss practical strategies for building meaningful connections and expanding your professional network during Slate Summit.
     
    Who Should Attend:
    All Slate users! Even if you aren't attending Summit, this is a time to chat with other users.