Configuring email campaigns in Slate can be difficult, but doesn’t have to be. Whether you are at the start of an implementation or nearing the close of your most recent build-out, there are pivotal tactics and strategies that can significantly streamline your enrollment marketing process. You can maximize key data points and leverage Slate’s many…Read more
Tag: Slate
Slate Cycle Prep: Strategies for Success
As commencements are, well, commencing, you may be heading into year 2 or beyond with Slate, which means that you’re about to undertake a big change yourself…Cycle Prep. While your team should focus on enhancing your instance of Slate with perpetual refinements as the tool continues to grow, Cycle Prep affords you a time to shift specific focus to Slate. So update your periods and rounds, archive your emails and events, and as you’re walking through your very own status page, think about updating to the custom portal option for your students. The possibilities are limitless. While you will have several items that you’ll want to check off your list to ensure your system is up-and-running for the next cycle, this time of year also offers the opportunity to rethink and revamp. For instance, if told your team when you first built Slate that you didn’t have to build your Read process a certain way because “that was the way it had already been done,” this is the time to reassess how you built things initially in Slate…Read more
How To Structure Your Slate Implementation Team
Coherent teams are necessary for companies and projects to be successful. Having the opportunity to work with many teams in their implementation of Slate, I’ve had the chance to see what teams work well and where teams can be improved. While not every institution has the staff resources to build a large team, and some implementations fall entirely to one person, I’ve found that implementation teams excel with the right combination of personas, as well…Read more
Using Slate Reports to Prepare for Board Meetings
Spring has sprung. High schoolers are tweeting offers of acceptance. Current college students are on break. If you don’t live in the Northeast, flowers are blooming. And…board meetings are on the horizon! As you prepare for those meetings, you’re likely thinking about the various data points you’ll want to discuss and how you will incorporate…Read more
The 5Ws of Slate Implementation for Colleges and Universities
Implementing any new tool on campus can be a daunting task. The team. The timeline. The configuration. The misconfiguration. The reconfiguration. A lot goes into getting a system up-and-running. While many institutions focus exclusively on the “how,” taking the time to think about all five of the Ws (Who? What? Where? When? Why? And then, how?) can help you execute implementation more efficiently and effectively. Substantive research and discovery through the 5Ws enables a team to take a more holistic view of the project prior to implementation. Indeed, approaching implementation like a research project and breaking these questions down at institutional, departmental and individual levels can pay dividends in getting the “how” of the project off to a fantastic start…Read more
Using Your CRM to Own Prospect Relationships
Many firms close the gap between client and student by keeping the implementation and measurement on the vendor side. An example of this is traditional (they wouldn’t describe themselves this way) student search firms…Read more