Slate
Resources for GSM Slate users
Welcome! We have put together some helpful resources to assist you in getting started with Slate.
Slate Resources
Glossary of Common Terms
A list of common acronyms, keywords, and other terms used in the Slate Admissions system. We hope this is a valuable resource that will assist you to get acquainted with using the Slate system.
Slate Query & Reports Training Resource
A list of links that are available in the Slate Knowledgebase to help both new users and advanced users to further their knowledge of queries and reports.
Onboarding Tutorials
More information on how access the onboarding training tutorials will be available soon.
Tutorial Topics
Slate Training Articles & Videos
Additional Slate training videos to go along with the onboarding tutorials to take your learning to the next level.
Slate Basics
Fundamentals
Slate Everyday Workflow
Slate Queries & Reports
Queries
Understanding Configurable Joins
Creating a Document Export Query with Configurable Joins
Additional Ops Team Query Sessions:
Query Training Session 1 (Part 1 of 2)
Reports
Report Builder Overview: Structure and Navigation
Creating, Editing, and Rendering Reports
Reporting 101: Getting Started with the Report Builder (Part 1 of 3)
Reporting 102: Funnel Report Building Mechanics (Part 2 of 3)
Reporting 103: Building a Funnel Report with Configurable Joins (Part 3 of 3)
Marketing and Communications Guides
Events
Generate an event QR code
Adding Events - Step-by-Step Guides
- Admissions Events (Information Sessions, Coffee and Conversation, Student and Alumni Panels, Application Workshops, Information Sessions, Open Houses, Preview Days)
- Group Consultations
Mark Attendance
- Step-by-step guide
- Attendance for ALL events (including personal and group consults) must be marked as "attended" or "no show" within 72 hours of event end time.
- Failure to mark attendance within 72 hours will result in miscommunication via email to those who registered for the event.
Outlook Integrations
Add your Outlook Calendar to Slate for active scheduler sync
Add your Slate events to your Outlook calendar
- Calendars from/to Slate will be updated every hour.
Connect your Outlook messages to a Slate Record
Inbox Gateway connects external email systems to Slate. By adding the private email address below to your address book in Outlook, Gmail, or other mail service, you can quickly add messages exchanged outside of Slate to the appropriate records inside Slate. To forward a message that you have received into Slate, you can either BCC this address on your reply or forward the message to this address. Keep this address private and do not include it in the To or CC lines when replying to a person. Messages received by this gateway will appear in the Inbox Gateway within 15 minutes.
