OFFICE HOURS

March 18, 2026 at 11:30 AM ET

Join us for a short online Office Hours on Slate’s new Deliver Documents functionality. We’ll use Advancement examples—like receipting and acknowledgement letters—but the setup and best practices apply just as well to schools using Slate for Admissions and Student Success. We’ll cover what’s new, how to configure and send letters, and a few common gotchas to avoid, with time for live Q and A.
 
Who Should Attend:
Any Slate Captain looking for a new way to configure your documents in Slate.
 

March 25, 2026 at 2:30 PM ET

Effective checklists set the stage for efficient application packaging and review. In this Office Hours, we’ll review core functionality and discuss best practices and options, including how checklists relate to application status and bin movement rules. Bring your questions about transcripts, international requirements, holds, or whatever is puzzling you checklist-wise, and we’ll dig in together.
 
Who Should Attend:
Slate users at any level that are interested in learning more about checklists. 

April 1, 2026 at 11:30 AM ET

Join us as we dig into Realms and how they control access to objects in Slate. We’ll review how Realms and Permissions work together to control access, along with best practices for optimizing realms and auditing objects to ensure they’re assigned appropriately.
 
Who Should Attend:
Slate Captains with a basic understanding of Roles and Permissions. 

April 8, 2026 at 2:30 PM ET

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.

April 15, 2026 at 11:30 AM ET

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.

April 22, 2026 at 2:30 PM ET

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.

April 29, 2026 at 11:30 AM ET

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

May 6, 2026 at 2:30 PM ET

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