Task: New Referral (Slate+Advising)

Overview

The purpose of this document is to provide the manual steps required within the Slate+Advising instance whenever a new referral is required.

Actions

Each of the sections below must be completed for each new referral.

General Configuration

• Prompts: Add new Referral Name to the advising_referral_type prompt and place in the Referral category
  • Refresh prompt cache and configurable joins library

Mailings

Create the new mailing to be sent

• Select the Referrals folder in Mailings
• Select the Admissions Hold Notice mailing
• In the Edit menu, select Copy Mailing
  • Destination = New Message Mailing
  • Set the Message Mailing Name to match the message purpose
  • Folder = Referrals
  • User = No Change
  • Everything else should remain as default

Edit the new mailing query

• In the new mailing page (created and opened after the copy step above), click the link in the Recipient Lists section
  • Edit: Change the name of the query to match the new referral name
  • Click the Edit Query button
    • In the Filters section, change the Advising Referral Type to the value created in the prompt list
  • Return to the Mailings page by clicking the link in the breadcrumb trail at the top of the page

Edit the new mailing message

• Click the Edit Message button
  • If there is a CC address, put it in the CC section of the edit form
  • Edit the Subject to reflect the desired text for the message that will be sent
  • Edit the message content to include the new messaging
    • If you copy and paste from a formatted document, be sure to clean up the HTML to ensure clean rendering in the recipient's email client

Configure the new mailing to send daily

• Click the Send Mailing button
  • Ensure the Ongoing checkbox is selected
  • Ensure all checkboxes for days are selected
  • Ensure the Morning send window is selected
  • Ensure the Deduping selection = Send only one message/recipient
  • Click the green Send Mailing button when finished