How We Source Our Insights

Every tip starts with a real scenario we’ve encountered in Slate. From time-saving tricks to “wait, that actually worked” moments, we’re diligent about capturing it, analyzing it, and breaking it down so you can put our insights into action immediately.

EXAMPLE INSIGHTS

ADVANCEMENT
QUICK AUDIT
Schedule data integrity reports
If you’re manually spot-checking Slate every week, you’re doing it the hard way. Scheduled reports aren’t just for gift totals. They’re a powerful way to monitor your own configurations. With configurable joins, you can report on almost anything: forms, fields, queries, events, user activity. If it exists in Slate, you can keep an eye on it.

Try this instead:

📈 Build a simple “admin health” report for one area you care about.
📥 Schedule it to land in your inbox each week.
➡️ Spend five minutes reviewing it, then move on with your day.
Instead of wondering whether everyone followed the plan, let Slate tell you.
ADVANCEMENT
COMMON MISBELIEF
People don’t avoid new tools, they avoid bad ones. For example, no one clung to flip phones once something better came along.  If a tool is clunky or creates extra work, adoption of said tool tanks. But when it’s powerful, intuitive, and actually makes life easier, people are inclined to embrace it quickly. 

That’s the opportunity we have with Slate: its flexibility means we can replace painful processes with smoother ones. And when that happens, adoption isn’t a fight, it’s a relief.
ADVANCEMENT
TIME-SAVING TIP
Schedule data integrity reports
If you’re manually spot-checking Slate every week, you’re doing it the hard way. Scheduled reports aren’t just for gift totals. They’re a powerful way to monitor your own configurations. With configurable joins, you can report on almost anything: forms, fields, queries, events, user activity. If it exists in Slate, you can keep an eye on it.

Try this instead:


? Build a simple “admin health” report for one area you care about.
? Schedule it to land in your inbox each week.
⏱️ Spend five minutes reviewing it, then move on with your day.
Instead of wondering whether everyone followed the plan, let Slate tell you.
ADVANCEMENT
FEATURE SPOTLIGHT
Email Deliverability, demystified.
Email Deliverability, demystified.
What it does: A built-in diagnostic tool that shows every message sent to a specific email address in the past week, along with any suppression reasons such as opt-outs, bounces, or blocks.

When to use it: Most email deliverability problems are caused by something simple in the mailing itself. But if you’ve checked the recipient list, confirmed the send settings, and you’re STILL stumped, it’s time to check here. Enter the email address and review exactly what happened. It won’t fix the mailing for you, but it will quickly and clearly tell you what happened when Slate tried to send that message.

YOU HEARD IT HERE FIRST

“I believe good technology makes higher ed work better, and that a deep understanding of how higher ed operates (and what’s at stake) leads to better technology.”

Jake D.
Jake D.
President & CEO

"Your donor data should live in one place, stay up to date, and be truly usable, so you spend less time reconciling systems and more time building meaningful relationships."

Emily M.
Emily M.
Senior Director, Advancement Solutions

“When data is misunderstood or poorly structured, it leads to flawed insights and bad decisions. Understanding your data and using configurable joins ensures accurate reporting and stronger processes.”

Paula S.
Paula S.
Director, Slate Strategy