Technolutions

Thrilled to host my first EM Training Roundtable on Friday, December 6th, from 3–4 PM ET! ?? Join me for an engaging conversation on sharing ideas and best practices for training admissions and enrollment management staff in data literacy and Technolutions Slate. Click below to register and receive the link to the discussion. Looking forward to collaborating with you! https://lnkd.in/ehSdc2yx

Ever feel stuck when writing an email to a student? Technolutions Slate’s First Draft is here to help! Here's how to get started: 1?? Click on an email in a record to open Inbox. 2?? Select the three hypocycloids at the bottom to launch First Draft. 3?? Provide a prompt and tailor the generated text to match your situation, institution, and voice. 4?? Pro Tip: Copy the text and save it as a new snippet to reuse whenever you need it! Hat tip to Nicholas DiGregory for this great idea! ?? #SlateFeatureFridays are designed primarily as a training resource for my team, and we'll be taking a short break next week to celebrate Thanksgiving. ??Don't worry—we'll be back the first week of December! See you then!

So I didn't get a chance to post about this earlier, but some time ago (pre-pandemic) I wanted to try and set up a Technolutions Slate User Group for New Jersey in an attempt to bring together all of the brilliant minds and colleagues that I came to meet over my tenure in Higher Education and Enrollment Management. That did not come to fruition as I made a career change followed by the pandemic, causing a prolonged adjustment period. In my current role at Ferrilli as a Slate CRM Consultant, I have been given the opportunity and support to fulfill that professional (and admittedly personal) goal to set up this User Group. We currently have over 80 members and are open to all Slate Users regardless of technical skill, functional area, or even state! I hope that this space can be both supportive AND accessible to anyone looking for insight, best-practice, creative solutions, or community building. For anyone interested to join, you can do so via the following link (but please note that you must have an active Slate account at your institution to join): https://lnkd.in/euVUfcVQ

We bring you one tip per week all year long—52 weeks, 52 tips—because small improvements add up to big results! From enrollment strategies and Technolutions' Slate tips to email marketing, deliverability, direct mail, paid ads, and more—we’ve got you covered. #wb52tips from Waybetter Marketing. #emchat #Technolutions #SlateCRM #highered #enrollmentmarketing

We love seeing our Preferred Partners showcasing their impactful work with our clients!?? ARI’s collaboration with Vermont State University to integrate four ARI instances into a single Slate instance is a great example of innovation and teamwork in action. We're proud to have partners like ARI Athletics driving success in higher education! #HigherEdTech #PartnerSpotlight

It's time for another edition of our Slate 101 series! Today, we're talking zip codes and relevant communications. Using a zip code filter is a great way to send content like event invitations to nearby students. This helps us be more precise in our outreach rather than selecting nearby states. Think about it: with states as large as Texas and as wide as Tennessee, filtering by state doesn't always equal proximity. Special thanks to our Slate Strategist Lauren for her insights! #Slate #enrollmentmanagement #highered Technolutions

Slate Feature Friday: Setting Default Tabs ? Ever wish you could save a click when navigating records in Slate? Imagine going directly to your most-used tab, whether it’s a custom tab with event history on organization records or an onboarding tab for enrolled students during the busy summer months. Here’s how to make it happen: Simply locate the small "Set Default Tab" link at the bottom of any page. A dialog box will open, allowing you to choose and set your preferred tab for that record type. Once set, this selection will stay with you across sessions - no need to repeat the process every time. Happy streamlining! #SlateFeatureFriday ?? Technolutions

If you're using Slate as your CRM, this is the webinar for you ?? Join Technolutions and Niche tomorrow at 1 PM ET for a webinar where we'll cover: ??What students want: learn more about what’s deterring and exciting students researching colleges. ??The power of direct admissions: learn what students think about direct admissions and the role it plays in decision-making. ??Real success stories: see how colleges using Slate and Niche Direct Admissions? are ahead of the curve. ??Slate & Niche integration: see how the Slate and Niche integration works — including how you can use SlatePrint to print Niche Direct Admissions acceptance letters on demand. Register here - https://lnkd.in/ecFBvkDh

We're excited to be sponsoring the 2024 Association of Advancement Services Professionals (aasp) Summit, happening now in New Orleans, LA! Be sure to visit Booth 208 to meet our Slate for Advancement team – Shawn Kelly, Traci Giovinazzo, and Stephen Nickel – and discover how we're driving innovation in advancement. ? Did you know? Along with exhibiting, our team often takes the stage to share insights and expertise at conferences across the country! Here’s where you can catch our team presenting this week: ? ? Benjamin Szabo, M.A., Senior Student Success Program Manager, will be at the NODA Conference in Portland, OR, presenting "It Takes a Campus | Exploring Student Success in Slate" today, November 13th, at 1:30 PM PST. ? ? Shawn Kelly, General Manager of Advancement, is presenting at the AASP Summit on "Reducing System Complexity to Focus on Mission-Driven Outcomes" with our Preferred Partners: Lori Stirling from BWF, Christopher Browning from Human Capital Research Corporation, and Emily Myers from Post-Captain. Join them on Friday, November 15th, at 10:45 AM CST. ? Be sure to check out the #SlateOnTour page to find out where we'll be next! ?? https://lnkd.in/d6pZ8hGG

Is your institution still managing a mix of legacy and Configurable Join queries in Slate? Join our own Tristan Deveney for an insightful Dive Deeper session with Technolutions #Slate: "Prioritizing Legacy Queries for Migration to Configurable Joins" on Tuesday, November 19 at 1:00 Eastern and 10:00 Pacific! For institutions with pre-2020 Slate implementations, we'll strategies to streamline your query migration process. In this session, you'll discover how to: - Use our approach to identify frequently-used exports and filters - Maximize Query Libraries for efficient migration - Create a data-driven prioritization framework based on usage patterns and complexity Prepare for the transition to Configurable Joins. Whether you're planning to tackle this internally or seeking support, this session will equip your team with practical tools to make the migration manageable and user-friendly. It's ideal for Directors of Admissions Operations, CRM Administrators, and Business Analysts looking to modernize their query infrastructure while maintaining strong user adoption. Slate users can register by going to Home Slate > Webinars > Dive Deeper #SlateAdmin #HigherEd #CRM #DataMigration #admissions