In Part 1 of our series exploring interest versus intent, Rick Bailey discussed the important distinctions between general interest in our institution and an actual intent to take decisive action, be that submitting an application, paying a deposit or matriculating. The inquiry and enrollment processes have shifted significantly over the past decade, and the bulk…Read more
Tag: Slate
An Introduction to Advancement, Thanks to Slate
My first experience with the day-to-day operations and technology needs of an institutional advancement office came through working with Slate at Technolutions. In 2019, an institution that I worked with through their implementation of Slate for admission made the decision to implement Slate for advancement in their existing database. Despite my strong knowledge of using…Read more
The Power of a Group Ride
I love road biking. (I also love metaphors.) If I have an hour or two of “Ken-time” and the winds are favorable (more on that in a bit), I love to gear up, hop in the saddle, and head out onto the long open roads for a leg-stretching ride around my home in Appleton, Wisconsin.…Read more
Interest or Intent? Take the Guesswork out of Your Higher Ed Marketing Communication
This piece of advice and counsel is long overdue. While the related concern is not new at all, the COVID pandemic magnified its urgency in terms of our addressing it. The traditional funnel of movement toward engagement by audiences and constituents has been in disarray for years. We’ve been warning you about that for a…Read more
RHB on the Slate Stage: Change Management in Slate
Slate is a CRM that is always evolving, and throughout the course of our work, change is more than just inevitable: it is required. Over the years, our processes shift, Technolutions unveils new features, and we uncover new opportunities to use the system’s tools better. So how do we retool our instance’s engine without losing…Read more
RHB on the Slate Stage: Optimizing Your Digital Marketing Efforts Across Platforms
Digital advertising is a marketing must for most institutions, and by funneling campaign responders into our Slate instances, we have an efficient yet powerful mechanism for generating and converting leads throughout the lifecycle. However, we can only optimize our strategy if we’re able to effectively track efforts across our platforms, and this task isn’t always…Read more
RHB on the Slate Stage: Strategic Campus Visit Portals
Many of us are currently immersed in making plans to welcome visitors back to campus. We know that especially for institutions with a sizable residential population, campus visits are a key tool for recruitment and yield, and we’re continually striving to make these experiences more personalized and impactful for their prospective students. But managing all…Read more
RHB on the Slate Stage: The Art of Automations
For Slate users, one of the biggest efficiency wins that we hear extolled over and over by users is found within Rule Builder, where we’re able to replace many of those previously manual business processes with streamlined automations that essentially do the work for us. But, sometimes, these opportunities can trip us up. One the…Read more
Imagine Voraciously: A Brief Excerpt
Here’s an introduction to Rick Bailey’s latest book, Imagine Voraciously, to whet your appetite for more. This new workbook dives into the beauty of imagination, offers inspirational insight and includes a variety of questions and exercises to explore by yourself or with your team. Books are available through RHB and you can own one by…Read more
Transcript: Build a Better Instance with RHB: Configurable Joins “Expanding into New Spaces: Configurable Joins Advanced Concepts”
On March 30, RHB’s Abraham Noel, Dom Rozzi, John Michael Cuccia and Megan Miller hosted part three of our three-part webinar series, Build a Better Instance with RHB: Configurable Joins. In “Expanding into New Spaces: Configurable Joins Advanced Concepts,” our team discussed independent subqueries, Related and System bases and some of the clever ways we…Read more