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.

    Using Engagement Data to Drive Strategy


    Learn how to build and refine engagement scoring models in Slate to better measure applicant and student interest, prioritize outreach, and support enrollment strategy.
     
    Who Should Attend:
    Slate captains tracking engagement and interaction of records.

    Internal Portals in Action


    External portals are fun, but using portals internally are a game changer. Explore different ways portals can be used in Slate to enhance the user experience, including faculty portals, user-scoped portals, homepage experiences, and other internal-facing resources.
     
    Who Should Attend:
    Slate captains inspired to take their user experience to the next level.

    Beyond Record-Based Sends in Deliver


    Explore advanced mailing strategies beyond standard record-based sends, including deduping options, recipient list design (records vs. emails vs. users), recurring mailing behavior, and real-world use cases for complex internal notifications and alerts.
     
    Who Should Attend:
    Slate users who build or manage communications in Deliver.

    Optimizing Assignments with Advanced Configurations


    Take a deeper dive into Assignment Lists by exploring advanced configurations, performance-focused approaches, and the use of materialized views and other strategies to support data-heavy workflows.
     
    Who Should Attend:
    Slate users who want to manage complex, high-volume processes with Assignments.

    Building (and Maintaining) Better Integrations


    Discover how Slate exchanges data with the systems you rely on every day. We'll explore importing data with Source Formats, exporting data to downstream systems, common integration strategies, and key concepts behind CAS configuration.
     
    Who Should Attend:
    Slate Captains, technical administrators, and anyone responsible for building, supporting, or maintaining integrations between Slate and other campus systems.

    Status Portals That Guide Action


    Learn how to build an application status portal that does more than display checklist items. Explore strategies for presenting stage-specific content, personalized calls to action, and timely next steps.

    Who Should Attend: 
    Slate Captain, and portal administrators who want to create a more personalized, action-oriented experience for applicants.

    Beyond Static Assignment Rules


    Spend less time maintaining assignment rules. We'll show how Translation Codes, Geomarkets, and Coalesce formulas can streamline staff assignment automation and make future changes significantly easier.

    Who Should Attend:
    Slate Captains and administrators responsible for territory management, staff assignments, or other user-assigned fields populated through rules, who want to reduce maintenance and build more adaptable assignment processes.

    Advancement Data Design


    Choosing where to store advancement data doesn't have to be a guessing game. Discover how Datasets and Entities differ, when to use each, and how thoughtful data design can simplify future reporting and automation.

    Who Should Attend:
    Slate Captains who are designing new functionality or evaluating the best way to store and manage advancement data.

    Behind the Scenes of Large Events


    As your events grow, so do the logistical challenges. Learn practical approaches for organizing large events in Slate. Streamline registration, automate communications, support onsite operations, and monitor event performance throughout the event lifecycle.

    Who Should Attend:
    Event managers responsible for planning, coordinating, or supporting large-scale events in Slate.

    Level Up with Audit Queries


    Small configuration issues and inefficiencies can quietly accumulate over time. Discover audit queries that help identify mismatches, unused objects, and stale configurations so you can proactively improve the health and reliability of your Slate instance.

    Who Should Attend:
    Slate Captains responsible for maintaining their Slate instance who want to improve database health and identify hidden configuration issues.