Admin Resources



Sending an email in Slate

Mar 04, 2021
  1. In Slate, go to Deliver (megaphone icon), then Mailings.
  2. On the right, select the folder/subfolder where your email belongs. Units are categorized by college or department.
  3. Select New Mailing. (In some cases, you may want to make a copy of an already-existing email. To do so, select the email, then Copy Mailing. Be sure to uncheck “Copy Query” in the resulting pop-up box.)
    • Name should be the subject line of the email.
    • Folder should be the folder/subfolder you’re entering the email into.
    • User should stay you.
    • Method should stay Email.
    • Opt Out should be No Unsubscribe.
    • UTM Tracking should stay Disabled.
    • Select Save.
  4. In your mailing, select Edit Message.
    • Edit sender name and sender email.
    • Recipient should be {{email}}. (export pulled from recipient list)
    • CC should remain blank unless a second audience (e.g., “Copy Parents”)
    • Add subject line.
    • Select Templates in the middle of the message toolbox.
    • Choose the most recent template for your college/department.
    • Enter the content of your message in the message box. 
    • Select Save
  5. To double check your email, select Send Test Message and send it to yourself to review. We recommend a second test email to an email address outside of the university (example: Gmail or Yahoo).
  6. Click Edit Recipient List the recipient list. If you need help with the list, email 
  7. Click Send Mailing. Be sure to double check date/frequency of mailing.