Page Comparison

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To see a visual presentation of the functionality described below, please view the slideshow herebelow that is appropriate for your role:

Advising Team:

To see the above presentation in full-screen mode, please click here: 

CDL Team:

To see the above presentation in full-screen mode, please click here: 

To view messages to email aliases:

1. Log in to Slate
2. Click the inbox icon Image Added > Inbox

*** Note: The Inbox screen has filters in a box on the right side. Inbox will remember your most recent filter and return to it - even after logging out ***

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1. Hold down the "ctrl" key (Windows) or the "⌘" key (Mac) and click on the desired emails.
2. Click the icon with two gears:
3. Choose an Action:
   1. Assign - Associate the messages with a student's record, assign the message to a staff member, and/or move the message to a different alias.
   2. Open - Mark "resolved" messages as "open."
   3. Resolve - Mark "open" messages as "resolved."
   4. Delete - Delete messages.
   5. Restore - Undelete messages.
   6. Flag as Junk - Mark spam emails.
   7. Unflag as Junk - Unmark spam emails.
   8. Star - Mark emails as important.
   9. Unstar - Mark emails labeled important as unimportant.
   10. Update Field - (currently unused)
   11. Update Tag - Apply a tag to or remove a tag from messages. To create a new tag, select "Other" and enter the new tag name in the text box that appears.
4. Choose appropriate actions (where relevant).

Assigning Messages

Inbox enables teams to assign responsibility for handling certain messages to specific users. It also allows users to connect messages to students' records. Messages can be assigned by either clicking on the "Assign" button Image Addedwhile viewing a message or taking a bulk action as described above. When assigning a message, the user is presented with three fields in which actions can be taken:

1. Assigned Record - Lookup a student to associate the message to with their record. If a message is already associated with a student's record, and it should not be, make this field blank and click the "Save" button, and it will be disassociated.
2. Role - Change the email alias that the message is connected to (Use this when an email was sent to the incorrect alias).
3. User - Select the team member who should be responsible for handling the message. If a message should not actually be assigned to a particular user, select the blank option, and it click the "Save" button, and it will become unassigned.

Replying to Messages

Users can reply to messages either as the email alias or on their own behalf. By default, the reply will be from the alias. To change the sender, while viewing the message, click on the message header. In the window that pops up, The user can select their own email address. They can change the recipient's email address and add other recipients in the Cc and Bcc fields.

Snippets

Snippets can be created for text that is frequently used in messages. To create a Snippet:

1. Click the Inbox Icon Image Added > Snippets.
2. Click the "New Snippet" button.
3. Enter a name for the Snippet and enter the snippet text.
4. Click the "Save" button.

To insert a Snippet into a message.

1. Begin replying to an email.
2. When the cursor is in the appropriate location, click the Snippet in the "Snippet" window at the bottom of the page. 
3. The snippet will appear in the message at the desired location.

Sending Original Messages from Aliases

To email a student from an alias without replying to an email:

1. Navigate to the student's record.
2. Click their email address.
3. In the email message window that opens:
   1. select the appropriate alias as the sender of the email.
   2. Enter a subject line.
   3. Compose the body of the email. Inbox Snippets are available on the right side.
   4. Click the "Send" button.