Navigating the Now and Next for Higher Education

Slate Optimization Toolkit

Slate is a powerful enrollment tool for higher education. With proper setup, it can become a lasting part of your enrollment operations infrastructure that supports your goals for years to come. From first-time implementations to reimplementations and everything in between, we provide consultation and training with any Enrollment Management, Student Success, or Advancement project.

We’ve curated a list of resources with our best Slate Optimization practices, strategies, and insights. Check out the Slate Optimization resources below to find new ways to utilize your Slate instance and get the most out of your CRM.

Curious how Carnegie can help with your Slate Optimization efforts? Learn more about our Slate optimization team and how to fully leverage your Slate instance. Fill out the form if you’d like to talk to a Carnegie team member about your Slate Optimization project.

Why You Should Be Using Slate for Student Success


In today’s higher education landscape, ‘student retention’ must transcend mere buzzwords. Institutions face the challenge of not only enrolling students but also ensuring their success. This responsibility is daunting amid multiple roles and overflowing schedules. Slate offers support! Whether you’re contemplating adopting Slate or seeking tips for implementation, discover our top 5 reasons to use Slate for Student Success.

Message Groups in Slate


In this 15-minute demo, Senior Slate Trainings Strategist Nick Porcella teaches you how to create message groups in Slate, allowing your audience to control which communications they receive.

Measured Outreach: Tracking Success in Communications


You’re sending tailored communications to all the right audiences, now what? In this session, we dove into how to use Slate to track, analyze, and distribute your communication data. Knowing your open and click rates is just the beginning. See how the names you’ve purchased are converting, how print pieces are making an impact, how effective your segmentation is and so much more. Empower yourself to make informed decisions on your future marketing efforts!

Stump the Slate Squad


Slate is the platform used by enrollment offices around the country to manage recruitment, communications, and enrollment. So, it only makes sense to ensure that you use this CRM to the peak of its power. In this recorded webinar, our Slate specialists answer your trickiest questions.

Introducing EnGauge Scores


Struggling to predict student applications and enrollments? Carnegie’s EnGauge Scores use advanced machine learning to provide precise forecasts, transforming recruitment strategies. These scores offer real-time insights, enabling data-driven decisions and helping focus efforts on high-probability students. See a live demo in Slate, showcasing their accuracy through a custom build and automation. Discover how your Slate data, combined with Carnegie’s proprietary data, can drive successful recruitment and enrollment strategies.

3 CRM Best Practices to Help You Sleep at Night


CRMs make our work possible, but they are dynamic and powerful systems being managed by human beings, and human error happens. The best we can do is plan for the best outcomes and act calmly and quickly when the best is not what we get.

Deliver 101: Top 10 Tips for Deliver Organization


Join Amanda Johnson and Nick Porcella from Carnegie’s Slate Optimization team to learn how to prep for your next cycle within Deliver. Refresh populations, archive mailings, re-folder and more. In this session, they will review best practices for how to approach building and maintaining an organized deliver module, including the overall strategic planning to ensure optimal reporting on deliver campaigns.