If you feel you need access to this platform for your job responsibilities, please read our next article in this series: Slate - Requesting Access for detailed steps on how to request access. However since this form is hosted on a sub-domain (or portal) and not the main website domain, the main navigation is hard-coded. By creating the page within the Slate portal, the CRM is able to surface analytics about the page within the interface. Slate is a comprehensive CRM designed and developed exclusively for higher education admissions. Once again this is embedded directly in the website rather than linking over to a Slate portal sub-domain. This allows the marketing and admissions team to easily access conversion metrics and URLs to further refine their media buying strategy. Required Qualifications of the Slate® CRM Consultant: Five to seven years' experience with setup, training and assisting clients with CRM software like Microsoft Dynamics, Salesforce, or Slate for colleges and/or universities; Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools It’s important to think about how to increase conversion within the website from lead generation forms — it’s not enough to just put up the college admission CRM forms on your higher education website. It encompasses the breadth and depth of modern admissions and is utilized by more than 1,000 colleges and universities around the world. Reports may be emailed to parties on a scheduled basis. Tracki… All rights reserved. Here’s an example of the experience from Bryant University: The layout is pretty structured and there isn’t much opportunity to inspire prospects to come to campus. Some best practices to consider to maximize conversions: © 2021 OHO Interactive. Slate Slate Training Guide 2017 . Let's take a look at what we primarily use Slate for: For Wheaton College, we partnered with their web and enrollment teams to build out paid search lead generation pages in Slate. Slate is replacing the EMAS system as well as ancillary systems, which will be gradually phased out as additional functionality within Slate is implemented. Designed and developed exclusively for Higher Education, Slate is Purdue’s preferred Constituent Relationship Management (CRM) tool. On June 18, we started using the Slate platform to allow prospective students to make inquiries and begin the application process. Here are more examples of the linked implementation of Slate CRM request information forms: For Holy Cross, we used the request information form that is generated by Slate CRM above, however we embedded the request information form directly into the main website page through the content management system — in this case Drupal. Slate is a Customer Relationship Management (CRM) tool that allows you to store and manage prospective student information, like contact information, accounts and leads in one location and streamline the whole process — from initial point of contact and … We work with clients across industries including higher education, healthcare, and arts & non-profit. In these tutorials, we will cover topics such as Collections, Loops, Relationships in Salesforce. Our online SAP CRM course is prepared by industry experts and designed as per the present job market needs covering all the important concepts. Additionally, custom entities were now available for creation. This form is embedded within the Drupal page and the numbered steps are designed within the layout. How do I review applications? Excitingly, in 2007 Microsoft released their first online implementation. OHO Interactive is a digital marketing agency specializing in user research, higher education websites, CMS development, content strategy, and digital marketing for enrollment marketing and overall education marketing. This form also includes a limited main navigation bar. With the rise in the use of CRM solutions and college admissions software such as Slate CRM in the higher education recruitment and enrollment process, a top requirement for website redesigns projects is finding ways to make the smoothest, most automated connection between the college or university website and the admissions CRM. Who Can Use Slate? The advantage of this approach is that the site wrapper and navigation remain constantly available, offering a more consistent user experience. Let’s dive into the various methods of integrating Slate CRM functionality into your website — these are examples that are being used with a wide range of CMS solutions including Drupal and WordPress. From the initial point of contact, through the prospective student journey, all the way through application and enrollment. Let's take a look at what we primarily use Slate for: Email invitations to on or off-campus events or visits, targeted mailings to build awareness to colleges/departments/programs, messages from Deans, relaying important information to populations, etc. Constituo Software is a proud member of the Slate Preferred Partner Program, a network of organizations that share a commitment to support transformational effects on the world of higher education. The objective of these tutorials is to provide an in-depth understanding of the Salesforce CRM product. Where can I find a list of my students? Communication and processes are more effective. How to copy a form in Slate. request information form from Dickinson College. Everyone gets the same bucket, but can build anything you want out of it. Our Solutions Slate is a comprehensive platform for admissions and enrollment management, student success, and alumni/advancement. The intuitive interface and straightforward systems simplify training needs and empower users to confidently and quickly be … Since the page structure doesn’t lend itself to an inspiring, photo-rich presentation, we recommend creating a series visually immersive pages for campus visits leading up to this page. Certain core skills, such as building forms, are used throughout the Roadmap to achieve functional goals. The form fields can be added to the form through the Slate admin and published out directly to the website. We have presented at the Slate Summit every year showing off incredible things that Slate can do. with photos or video. The downside of this implementation is that if the main navigation changes on the main school site, the form navigation needs to be separately updated. This product is Microsoft Dynamics CRM 4.0. Each month the Undergraduate Admissions Slate Leadership team will meet, discuss, and prioritize requests. Submit a list of faculty and staff who need access to Slate 1.1. Staff in the various schools, departments, centers, programs, institutes, or other administrative entities who require the creation and management of an application process. What documentation is still outstanding for their admission consideration? Familiarize yourself with Zoho CRM using these step-by-step guides. how to embed a Slate CRM form on your website. If the style sheets are shared, the form can take on the styling of the website. Provides an in-depth training on composing queries in Slate. CRM TUTORIALS. Technolutions has a 100% client retention rate, and processes over 2 million applications each year. 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