Slate Service Request Form for UMKC Users

We highly encourage you to submit all requests well in advance. If you need any help with this form or have a question about a request, please email Abigail (abigailbirkett@umkc.edu) or Marina (marina.phillips@umkc.edu).

Requester Information

Name

UMKC Email Address

UMKC Department

Program(s)

Project Information

Project / Request Title

Is this request for a Graduate/Professional or an Undergraduate program?

Graduate or Professional

Undergraduate

The CRM team recognizes that projects may involve multiple Slate modules. Please complete this form for each portion of your project so that the CRM team can best allocate resources to effectively manage all projects' Slate needs.

Project Type

If you are unsure which project type to select, please take a look at the following descriptions:

Deliver Message: Typically an email- can include physical mailings
Query: Provides a list of people, applicants, schools, etc.
Report: Provides more complex data presentation & analysis
Event or Interview: Creates registration form & related emails
Form: Used to collect information without an event (ie- inquiry form)
User Permissions: Request Slate access for UMKC staff & faculty
Other: Anything else!

Project Type

If you are unsure which project type to select, please take a look at the following descriptions:

Deliver Message: Typically an email- can include physical mailings
Query: Provides a list of people, applicants, schools, etc.
Report: Provides more complex data presentation & analysis
Event or Interview: Creates registration form & related emails
Form: Used to collect information without an event (ie- inquiry form)
User Permissions: Request Slate access for UMKC staff & faculty
Other: Anything else!

Report Project Details

What type of request is this?

Copy/Update Existing Report

Create New Report

Please be as detailed as possible describing what type of data you want to show on this report, including any specific dates or terms to include, type of data (applicant, inquiry, mailing, form responses), and restrictions the report should have. Please also describe how you will use the report.

Link to Slate Report

Describe what updates you would like to make to the report:

Deliver Message Project Details

Please submit this form as far in advance as possible from your desired project completion date.

Sample Timelines:
1 week for Deliver messages with limited links and no custom images.
2 weeks for Deliver messages with custom images or complex recipient lists.
3 weeks for Deliver messages for complex conditional content or drip campaigns with multiple messages.

Does your message already exist in Slate? If so, you can provide the link below and let us know if it's a copy from last year or a new message that you created and you just need our team to review and send.

Create = new message that doesn't already exist in Slate
Copy previous = sent last year/semester, want to copy and send
Exists in Slate = message has been built in Slate but needs CRM team review before sending

What type of deliver message do you need?

Create New

Copy from previous send

Exists in Slate - Review and Send

URL of existing message in Slate - please access Deliver in Slate to find this URL

What updates do you need in the message? Or paste the new body of the message here or email it to the CRM team staff.

Who should be on the recipient list? Be as specific as possible!

Message Details

Form name or URL

Event Registration Link

Recipient List

Specific Academic Program Details including any programs to include or exclude.

Message Content

Sender Address

Reply To Address, if different

Subject Line

Include the date, time, location, and registration instructions.

Body of Message

Signature

If your message includes hyperlinks, please add those URLs below along with the descriptive text from the body of the message you wish to hyperlink.

Permitted: Apply online!
Permitted: Apply online at umkc.edu/apply!
Not Permitted: Apply online here! (This anchor text is not descriptive.)
Not Permitted: Learn more at https://catalog.umkc.edu/general-graduate-academic-regulations-information/graduate-admissions-categories-non-degree-seeking-students/ (This link is too long.)

URL1

Anchor Text1

URL2

Anchor Text2

URL3

Anchor Text3

URL4

Anchor Text4

URL5

Anchor Text5

URL6

Anchor Text6

URL7

Anchor Text7

Sending Information

How would you like to send this message?

Running/ongoing

One-time send

Desired send date

Desired send time

Desired start date

Desired end date

Warning: We need at least 7 days of lead time to balance our competing priorities. Rushing messages leads to mistakes and should be avoided if at all possible.

Please be aware that this turn around time may not be possible, but the CRM team will work diligently to respond to your request. Please acknowledge you are requesting a shortened timeline for this message send or update your send date above.

Confirm

If you have an image to include in the message, please respond to the confirmation message you'll receive after submitting this request with the high quality image file attached.

Query Project Details

Please enter an existing query URL(s) here for us to copy or update:
The URL will look something like:
https://futureroo.umkc.edu/manage/query/query?id=799c560a-bace-47c0-9c63-368c1f9e17db

Describe how you will use this query (ie - call campaign, print mailing, informational purposes, etc.)

Describe, in as much detail as possible, the population you want to include.
Consider these examples of information to share with us:

Academic Program
Decision
Admit Term
Admit Type
Application Center (ADM vs ISAO)
Application Submission Status

Provide a unique ID (EMPLID, Slate ID) for a record that should be included.

How should this query be run?

On demand

Automatically with an email notification

Notification Email Recipient

Notification Email Frequency

Daily

Weekly

Other

Form Project Details

What is the purpose of this form?

Who will fill out this form?

Applicants

Prospects

Slate Users

Other

Event or Interview Project Details

Event or Interview?

Event (multiple attendees)

Interview (one attendee per slot)

Event Name

Capacity (Registration Limit)

Should guests count toward capacity limit?

Yes

No

Waitlist Registration

Yes

No

Waitlist Registration Limit

Registration Form

Existing Template

New Form

Unknown

After submitting this form, please complete an additional Slate Service Request for a Form so that a registration form can be built for your event or interview.

Location/Method

On-Campus

Off-Campus

Online hosted with Slate Webinar

Online hosted with other service

Zoom link (or other platform link)

On-Campus Location

Off-Campus Location

Country

Street

City

Region

Postal Code

Event Schedule

Event Frequency

One-Time

Recurring

Date

Start Time

End Time

Registration Deadline

Recurring Event Schedule (including dates and start/end times)

Registration Deadline

One Hour in Advance of Event Start

One Day in Advance of Event Start

One Week in Advance of Event Start

Other

Other Recurring Event Registration Deadlines

Additional Details about Event Schedule

Interview Schedule

Interview Slot Duration (in minutes)

Interview Start Date

Interview End Date

Interview Block Start Time

Interview Block End Time

Additional Details about Interview Schedule

Event or Interview Communication

To request an invitation email, please complete an additional Slate Service Request for a Deliver Message.

Description for Registration Page

Confirmation Webpage Text, including a redirect link, if desired.
This will show once the person has completed the registration form.

Confirmation Email
This will be sent to the person as soon as they register. Pleaser include details about parking, check-in, or guest policy.

Waitlist Confirmation Email

Registration Reminder Email
We recommend having at least two reminders: 24-48 hours before and an hour or two before.

Reminder Email

2 days in advance

1 day in advance

1 hour in advance

Other

Attendee Follow-Up Email
This will go out to the attendees after the event. It's a good place for a next step call to action!

No Show Follow-Up Email
This will go out to anyone who did not get marked as attended. You can include a link to register for another event or a way to contact you with questions.

User Updates

If you have fewer than 5 users to request, you may use this form. Otherwise, we recommend adding this information to an excel sheet and emailing it to the CRM team staff.

How will you provide the updates?

I will use the form.

I will email a list.

Delete_ID_
User Update
What type of user update is this? Have they passed the required FERPA training? Have they passed the required FERPA training? Yes Not Yet Please note, we will not be able to add the user to Slate until FERPA training is complete. Do you want to schedule a Slate training for this user with the CRM Team? Do you want to schedule a Slate training for this user with the CRM Team? Yes No Type of User When should their access end? We will default to May 31 of the current academic year if no date is provided. When should their access end? We will default to May 31 of the current academic year if no date is provided. User First Name User Last Name User Email User SSO User EMPLID User Title User Department Is there a user whose access we should copy for this person? If the user to copy is no longer at UMKC, please fill out an additional row to inactivate them. Describe the type of work they will be doing and which student types they will be working with: for example: events and communication for prospective freshman and transfer applicants in biology and chemistry.

Add a User Update

Other Project Details

Provide as much detail as possible about your project.

Any comments or additional info

University of Missouri-Kansas city

Slate Service Request Form for UMKC Users