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Data Management
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Reports & Analytics
Slate in General
100

What is the first step to log into Slate?

What is entering your username and password on the login screen?

100

How do you import data into Slate?

What is using the “Import” function from the database module?

100

How can you send a mass email in Slate?

What is submitting a New Mailing request in the Enrollment Technology Request Portal.

100

How do you generate a standard report in Slate?

What is using the “Reports” module and selecting a pre-configured report?

100

What type of institution is Slate primarily designed for?

What is higher education institutions?

200

Where can you customize your Slate dashboard?

What is the “Dashboard Settings” menu?

200

What is the purpose of custom fields in Slate?

What are fields that allow you to capture specific data relevant to your institution’s needs?

200

What is the purpose of an email template in Slate?

What is to create and send standardized communications efficiently?

200

Why are Queries important?

What is to collect specific data points for use in communications, reporting, etc.?

200

What is the primary purpose of Slate’s CRM functionality?

What is managing student relationships and interactions throughout the admissions and enrollment process?

300

How do you access the help documentation from the Slate interface?

What is the “lightbulb” icon or “Slate Scholar” button?

300

How can you update an existing record in Slate?

What is navigating to the record, editing the information, and saving changes?

300

How can you track the success of an email campaign in Slate?

What is reviewing email tracking metrics like open rates and click-through rates?

300

What is a Quick Query?

What is an isolation of data that meet specific criteria that is meant for one-time use, not to be saved.

300

How can you contact Slate’s support team if you encounter an issue?

What is emailing the Office of Enrollment Technology at enrollmenttechnology@webster.edu?

400

What feature allows you to switch between different modules in Slate?

What is the main navigation menu?

400

What is a common file format used for data imports into Slate?

What is a CSV (Comma-Separated Values) file?

400

How do you text a student (only if they have not opted out)?

What is using the "Inbox" module for SMS messaging?

400

How can you export a Slate report/query for further analysis?

What is using the “Export” function to download the report/query in a desired format?

400

What is a common integration with Slate used by many institutions?

What is a Student Information System (SIS)?

500

How can you search for a specific record in Slate?

What is using the search bar or “Records" module?

500

How do you merge duplicate records in Slate?

What is requesting a record merge in the Enrollment Technology Request Portal?

500

How can you email a student from Slate using your Outlook account?

What is copying your unique Inbox Gateway address into the BCC line of the email?

500

What are folders used for in Queries?

What is organizing queries by type or office to easily access as needed?

500

Where can you find Webster University-specific documentation and tutorials?

What is on the Enrollment Management Connections site and within WorldClassroom?

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