Slate Deliver for Mass Email (Alumni)

Follow the steps below to send a mass email in Slate. You can see a visual representation of the process here:

*** Google Sheets presentation coming soon ***

Initial Setup

1. Click the Deliver icon > Mailings
2. Click the "New Mailing" button.
   1. Give the mailing an appropriate name.
   2. Select the appropriate folder (Alumni[?])
   3. Select yourself as the User
   4. Select the "Alumni" Realm.
   5. For Method, select "Email (Deliver Designer)."
   6. Select the appropriate template (if there is one).
   7. For Opt-Out, select the appropriate category of message.
   8. Click the "Save" button. You will land on your message's main screen.

Selecting Recipients

1. Click the "Edit Recipient Lists" button.
   1. Click the "Import Query" button.
      1. Select the appropriate query. For emails to alumni, this is "Configurable Joins - Approved Alumni in My Programs."
      2. Click the "Save" button. You will land on the "Edit Query" page.
      3. To target a more specific group of students than is set up by the query:
         1. Click the "FIlter" button.
         2. Click a field to filter on (see descriptions below)
         3. In the window that pops up, select the appropriate parameters for the filter.
      4. Navigate back to the message's main screen.

Common Fields for Filtering

Producing the Email

1. Click the "Edit Message Header" button. A pop-up will appear. 
   1. Edit the Sender email address (if necessary).
   2. Put the recipient's email address into the "Recipient" field one of two ways:
      
      1. Click into the "Recipient" textbox so that the cursor is there.
      2. Click the "email" merge field in the top right corner of the screen. 
         OR
      3. Drag the "email" merge field into the "Recipient" textbox.
   3. Edit the Subject line.
   4. Click the "Save" button.
2. Click the "Edit Message Body" button. You will bet taken to the edit Message page.
3. To add a block of content, click either the "HTML Content" or "Component" button.
   1. HTML Content - The HTML content button pulls up a text editor that allows you to write and style text content. To add HTML tags, click the "Source" button. This will bring up the raw HTML source of the page, which can be edited. Click the "OK" button on the source page and/or the "Save" button in the "Edit HTML Content" window to save changes.
   2. Component - The Component button pulls up a list of predefined content blocks.
      1. Select a component to add and press the "Continue" button.
      2. A list of textboxes will appear providing an opportunity to enter the written content. (Some components do not require input and will give a warning: "There are no configuration options for this component."
      3. Click the "Save" button.
      4. The content block will be entered into the message with appropriate text.
4. To edit a block of content, hover over it. An "edit" button will appear. Click the "edit" button. Follow the steps for Step 3 above.
5. To delete a block of content, hover over it. An edit button will appear. Click the "edit" button. On the window that pops up, click the "Delete" button.
6. Click the link with the name of the mailing (at the top of the screen) to return to the mailing's main page.

Sending the Email

1. Click the "Send Mailing" button - NOT the "Send Message" button.
   1. Select a date and time to send the message (optional).
   2. Click the "Save Settings" button.
   3. The email will begin to be sent at the appropriate time (it takes time to send all of the emails).