How to create orientation invite

How to create an invitation in Slate for Orientation

Go under events to create the event

Fill in the spaces with a red dash next to it and then hit save.

Now you need to change the URL to reflect the term/year of Orientation

Add an under score and then the date/term and hit save

Then you want to copy the URL and go under Deliver

Once in deliver…click on new mailing

The fill in the places with the red arrows and hit save

Then click on Edit Recipient lists

Then hit New Query

Then fill in where the red arrows are and then hit save

Now we build the query…we fill in the exports and filters. You click on export and the under direct exports find the following exports then click continue

Easier to see here

Now we add the filters

Find it in the search…click on it and hit continue

Find the workflow bin…click on it and then save and continue until all the filters are done.

Then finish the filters from the list below…

When you’re done this is what they should look like. Here is what the filters should be for selecting degree programs.

These are the filters for select nondegree.

Now we have to edit the message. Still under mailings...same event you’re working on…all the way to the right is edit message

Go under another invite for orientation and copy and paste the invite.

Make edits on the message before saving…change the date and add the correct link for click here for registering.

The link for registering…go back to event…edit event…go to the location tab and paste the zoom link in there…that’s how the event and mailing are linked.

Back under events we want to edit the communications…the menu all the way to the right of the event.

The click on Online Orientation

Now we need to edit the Registration…1 day reminder…reminder

Click edit message on the right side menu

We need to edit the zoom link which is under access webinar. Click on access webinar and paste the zoom link in there and hit save

Then go back to communications and do the same for 1 day reminder and reminder…cut and paste the zoom link

And last you need to SEND the invite out when you’re ready!!

Go under events and click on your event and on the right side menu you’ll see send mailing. If for some reason you need to stop the mailing you click the same thing and hit stop.