Slate Spotlight: Slate.org Portals

Second, alright.

Welcome everybody, please come, take your virtual seats. We hope you enjoyed the taking. Stick to get things started. That song goes out to my grandmother. The abuela volleyball is Provencio Saleh, who just turned 100 years old.

The jet

shock.

A few months ago and we asked her the secret to her youth, she said move a lot, even if it's dancing and champagne once in awhile, so it's like.

Hey, you put those books together with a little Jlo. I think that that makes for a great afternoon.

Absolutely.

The Prince is here.

Hi right yeah, thank you for all of you who came in hurricanes or not. We appreciate your attendance 'cause we have some exciting things we're going to get a little loud, get a little loud with portals today and we're super excited. So without further ado, I'm gonna hand it over to my fabulous colleague Sarah Mckenna's who works on slate.org and is really pivotal. Pivotal in getting these features out the door for us so.

Yeah, hi everyone and at like Saran said. Thank you for joining us and even if you're getting soaked by Elsa, you're going to have a great time here today and we're going to keep things loud and exciting and hopefully not as soggy as Elsa anyway, so my my job here. As always, you know, we have some viewing tips and some information, so this webinar is being recorded and will be made. View available for viewing after the closed captioning.

Can be enabled by clicking the CC button in the upper right hand corner. Full spring full screen can also be enabled by clicking the expand button in the upper right hand corner of the shares window. Should you need to re sync the audio or video, just refresh the whole share window. Questions may be posted in the chat and we do hope to have plenty of time to get to those at the end of the web and R and fairly new to the share screen. Here is the ability to actually turn off the chat altogether. If you don't want to see it or.

If it's too distracting for you so you can click on the little kind of chat icons in the upper right hand corner to shut off the chat altogether, and if you do want to zoom in a little bit, one of our tips for that is to actually close the chat and then hit control, minus it'll make the videos of arandis smaller, which I guess is OK, but it'll it'll expand the information in the center of the screen for you. If you're having trouble reading it. So just a little tip there all right, so let's go over what we're going to be talking about today. Some of the topics.

We got the 101. We're going to kind of start from the beginning. Just have some reminders about portals and then we're going to dive in and show everyone some examples of an organization portal for slate.org as well as an application portal. And we're going to give you a little tour of each showing, you know, just some use cases and giving some ideas of how you can build this out. At the end we're going to just go over a couple more reminders and tips for building out portals and specifically for these late.org portals. And like I said, hopefully we'll have some time for some questions at the end.

So as promised, the one on 1101 we just wanted to basically refresh everyone's memory. Whether you've done a million portals in your lifetime. Or maybe this is the first time you've seen a portal webinar, and maybe you're just thinking now about getting started. Just some refreshers we're going to talk about this as we go through our tour, but there's three key parts to a portal. The first one is the methods. That's that's what runs the queries to look up the data or perform updates. And then we also have the views.

Which is the visual elements, so that's where you're going to lay out all the information that you want to display about whatever it is you're displaying. In this instance, it's going to be your organization information or information on the applicant that you'd like to display to the counselor. And lastly, we have the query so queries they link to the methods and to find the data. So that's where you're going to have your exports, which defined the merge fields you wish to show in your view, and also the queries queries. Use the parameters to filter the results.

Uhm, if you like I said, if you are new to portals or you just kind of need a refresher, we have ton of information in our knowledge base so you can go to our slate knowledge base and under the portals you'll see some resources for you anywhere from getting started to design in the portal. It's a couple of webinars. This is where that this webinar will be also posted there, but we also have sleep.org area and knowledge base as well. So if you go here you can find some more specific things and you'll see that.

Documentation already up and ready to be viewed and reviewed as soon as right now if you'd like, so we have the slate.org organization portal as well as the application portal to read some documentation.

And one more thing about creating specifically slate.org portals. One of the new things here is the security setting. When you go in for the first time to create these portals, the security settings, there's two new ones. You'll see. It's a slate.org application, and the sleep.org organization organization so and Aaron and I will kind of go into a little bit of that when we show you each of our own areas that we're going to give you a tour on. So I'm going to hand it over to Aaron and she is going to show you.

The ends and outs of this like.org organization portal.

Fantastic thank you and like Sarah had mentioned as well. So in knowledge base we have a lot of resources as well as the Community forums to engage in conversations and continue those questions there. After this webinar and within the documentation, there will be brief case idea ID's to a very simple organization portal that we're going to show you today as well as a template and a framework for getting started with in slide org application portal so you don't have to rush to go look at all that right now.

This conversation is less of a training conversation and more of a hey. Here are some cool ideas and some cool things you can do and we'll kind of level things up as we go, but just for some portal inspiration, we will have some things you can briefcase to get started as well. But Speaking of which, let's start with the organization portal. You can think of this as kind of like your college profileslate.org as it existed perhaps yesterday or before. These portals were a thing allowed for just very standardized data points like you see in the upper right hand corner.

Of what your institution is sharing based upon your application sharing settings. So are you sharing a checklist? Are you sharing decisions and things as such as well as the applications that you're sending over to slate.org for the counselors to see? But now we're level, leveling things up where you can provide additional data and additional points about your institution that you want to communicate to counselors. And that's going to be in this two column format in which you would display on the left hand side, so any standard data points from the sharing settings on the right and then.

On the left hand side when you're looking at the screen, you'll go ahead and you'll be able to see.

Information that you customize in your organization display.

And I see someone had a question again about maximize maximizing the slide display. Sarah, do you want to give him that tip you're giving him earlier?

Sure, we on our end there it's maximized. It can be, but you can certainly do it on your end if you hit control minus and X out of the chat. It'll enlarge this middle of screen. Or if you're on a Mac, it's command minus or plus, but it's the minus. It sounds counter intuitive, but it's actually the minus that will enlarge the information on the middle of the screen and it will minimize Aaron my videos. So go ahead and do that excellent great.

You won't hurt our feelings.

Perfect thanks so you minimize us and maximize the slides that way and that's kind of the little tip.

Complete we won't be hurt thinking of some use cases for this organization. Display, right? So what would we really want to put their Justin speaking with counselors over the years and some of the things they've been wishing for but just wasn't quite possible for you guys at the time was being able to communicate additional information about deadlines, maybe estimated decision release deadlines, things that you might even populate on your admissions pages, but you want it here in this centralized portal. Additional information on scholarships and financial aid.

Things that they can share with their students to advise them on that process. Are there certain news or events that you want to talk about? Do you want to display content by school group? This is a super cool thing because if you think about portals and anything you're customizing there where there's a portal, there is a way. There is a way to dynamically display information, so maybe there's certain scholarships or certain information you want to display. Only two US schools in a certain region, and there's the ability to do that and and test to see what that looks like.

Or if you want to kind of step things up from an engagement standpoint and embed social media icons, social media feeds show a tour video, anything of that nature that you think would be good to keep counselors in the loop and help them stay informed as they advise their students, OK?

I said I was showing you earlier. We've got those two different portal types now and your security settings when you go to add a new portal and we're going to start off with this one right here of the organizations one. So enough of me bobbing. Let's go ahead and jump in and show you some things. Will do little portal tour except for we're not going to walk backwards. Could do in tours, but I'm dumb. Cheesy joke time.

Hey.

Yeah.

Yeah, sorry.

Supposed to hold up the laugh sign or pausing.

Alright, so here we go. Right now I'm here in the portal Portal section of Slate and if you were to go create a new portal once again, that's where you're gonna see these two options here. We already have one set up for you and it is going to go ahead and minimize that so I can see better myself, right? Here is a very simple portal and this is actually the one you're going to be able to briefcase in. OK, so it's kind of walk you through.

Why we have what we have here and so forth. And if I just do a quick edit, you're going to see I've got that security setting here. There's already a view built out, so those are just elements that you're displaying and design elements as well. And here I'm just naming it to anything that's intuitive to me. Internally, the key should always be unique, so if you have different types of ones that you're going to switching or in activating, activating to make sure that those are unique keys to your individual portals, anyone who has ever taken any type of class.

So there was a launchpad or basecamp knows. I always get on my soapbox about folders in Slate spark, a little joy, clean things up, do a little Marie Kondo, whatever it is, and folder organization is key. So when you start designing some portals in here, make a folder called slate.org so you can kind of store those in there. Easy to go back to reference. Clean up later at another time we're going to start with a simple portal, but we will level things up to show you something a little fancier with tabs that includes CSS.

And this is where, just like any other portal, you can add additional CSS design right here. But noting that when you do go down that path that is more for you to maintain and to check and test going forward. But when this portal is created, it does come within organizations query here so you can see we have this configurable joins query.

And this portal identity filter as we will mention in the documentation to you don't want to touch this. OK, this is where we are making that match to the organization in slate.org, and we're taking a look at those seed codes there for the organization. Any type of exports. If I ever wanted to leverage these, whether I'm merging in data into my portal view or I want to use them for liquid markup or to display any type of content box, that's where I would just add these additional exports here, so.

If you breach briefcase one in, you can get creative and modify your exports, but just go ahead and leave that portal identity filter alone there.

And what this is going to do, see here if I come into my portal view, we have school view created right here are just very static content blocks here. Because if you have been in portals before, you can go ahead and drag in any type of static content. This HTML editor here is just like you what you've experienced in deliver. You can pull from your image libraries. You can do you know any type of work in your HTML, different HTML elements right here in the source code?

Familiar territory if you are newer to portals and you want something simple. This is kind of the way to go. Just little static elements here. I can put any type of design, any type of content like we've included estimated decision releases, information on scholarship and financial aid. A content block on. Hey, here's this counselor flying program. Maybe you want to link them to a registration form. Maybe you want to link them to your website and also some media. So if you've got any videos you want to embed from.

YouTube for example. You can always go ahead and drop that in any type of static content block.

And I'll go ahead and I frame that video as well. Social media icons if you want to link to different social media sites, you could also put any type of contact information here as well if you wanted to admissions email, someone have a question. Things of that nature and if I come here to the organization display as well, one of the things I will see is when I go to impersonate. I might say, OK, what does this content that I've customized here? What is that going to look for if I am?

Right?

That's late high school counselor at Slate High and go ahead and hit that and it's going to show me what my counselor contact, what my information looks like. Excuse me. Content to the counselor right there. Very static. I can go ahead and even test playing my video to see how that's going to merge in. This is from our last in person summit, but we do hope to see you all in Nashville next time around and 2022. We can't wait. I'm ready for some hot chicken. Let's go.

So that's the very kind of static content. Like we said before and knowing that portals are dynamic, so I could always come back here to this school view and say, you know what? I'm gonna inactivate these social media icons right here. Maybe I want to take one of the new or social media settings that we have here and add that so I can call this my Twitter feed and go ahead and sync that up with my admissions Twitter account. But will do technicians.

For right now, and I'm going to go ahead and select how I want this to display and safe, and for any of you that I tended that spotlight that my colleagues did not long ago on some of the newer portal features. This was one of them, so it's a pretty quiet yeah. Then I can come back and just kind of keep testing here and maybe see how things look for slate school.

And as you can see, I've got my tweet Twitter feed right in here right now. Pretty cool, engaging content for the counselors. So this is very more of a simplified version of what this kind of college profile can look like. I'm sure you guys would come up with all kinds of fun ideas. We'd encourage you to start simple in that regard, but we're going to go ahead and.

Level things up and someone asked if we don't build out an organization portal. Is that area simply blank and the answer to that is yes. So that area to the left will simply just be blank. It just won't have additional content regarding your institution.

So now I'm going to go ahead and level things up and show you an example of a portal that is using things like tabs because maybe I really want to maximize that vertical space and organize information in a different way. So what could that look like? So as an example, I'm going to come here and impersonate the slate school Morton.

And this is a little different view, right? I've got my admissions information. It's a little more static view here. So this is what I would see as a counselor. And then here's my aids and scholarships. So in state scholarships, financial aid information, and maybe my news and events. And right here says. Check back for new events that we may be posting later. So there's all kinds of ways to kind of customize this and add different design elements and so forth.

You start off simple or level it up and we won't go into the nitty gritty of how to configure every section of the tab view. There is documentation if you haven't played with doing Townsend portals before, we would recommend that you review that, but as an example, we have a variety of views. One to set the navigation on these different apps and we can also go tab by tab to look at admissions, events, scholarships and so forth. The query itself is still organization data, right? It's got that portal identity filter.

And any exports that I might either want to use as merge fields or reference in my liquid markup another time.

So let's go ahead and start with this admissions tab. So for example, if I'm going tab by tab, I'm just using static content blocks. I can rearrange them if I want move them around. That's really how easy it is to create this content in in the portal editor. Here I can add additional static blocks if I want to add something on the weather. I can do that now. We've got this new weather feature, so you can say do you really want to visit? Check out the weather for the next set of days based on the ZIP code of my campus and so forth.

But if I go ahead and I take a look at something like we've had that events tab right, I'm going to go ahead and go right in as if I I'm also a counselor in slate.org so you can see the static content that they have right there on what your application sharing settings is. This is exactly what they see and that's what you see when you're impersonating as well right there. And they're saying news and events. And it says check back for new events so there's nothing there if we think about it as a as a campus.

Or I might have different events I want or news items. I want to show counselors. I might have it based on date, right or different times of the year. I don't want to go in and kind of impersonate. I mean sorry I don't want to go in and have to update the data over and over again. So one of the things we have here in the events tab is using dynamic content blocks, containers. Those we called them snippets kind of like prints the articles artist formerly known as snippets here.

And what I'm referencing is a key for events right here.

But I am using a merge field for current date.

Reason why nothing is populating is because I don't have. If I come back to my portal here.

I don't have anything in my organization query that is referencing any type of current date, right? I just have information on organizations itself, but if there's any time I want to display content based on what the date is today or any date in general here, I'm going to need to add a new query and I want to point this out to you guys. Something might be able to leverage for a variety of things in in your portals or just in slate in general.

So it's easy to do this. I'm gonna do is just create a new query to use in my portal and I'm going to call this my current date.

My current date query and go to configurable joints.

And a system.

And I'm going to go ahead and use that system base right here and configurable joints and save that.

I'm going to go ahead and drag in an export for my current date right here, so this allows me to leverage this information.

And the merge field I was using with current underscored date. So I'm gonna just go ahead and rename that just like if I'm using mailings, I don't need this identity filter. I'm not worried about any specific records, I just want to use this current date export right here.

And one of the things I might want to do is think about how I'm formatting this date, and that's largely dependent on my content blocks. For those of you that I think Alexander highlighted this at one point, was these dynamic content blocks? Here you can access them in deliver. I've already got one using that key of events like I was showing you in the events section there and what I want to do is maybe between.

January 2nd, 2022 and April 2nd, 2022. Is pipe in information on State University open houses as a content block. But maybe during July 1st, 2021 and August 30th, 2021. I want to advertise summer counselor flying programs for them C and also talk about how we're celebrating our alumni in Olympics and prospective students can come meet coaches and join the women's soccer team and so forth were both big soccer fans so.

We selfishly put this in here as an example for you all going forward so, but if this is how the dates are formatted here, kind of like a translation code in a way I want to make sure I'm formatting any export I'm using in my portal the same way and so it's we have this as an example here.

I'll go ahead and do that so now by doing these steps I'm missing one more thing you see here, when Sarah was talking about that portal, refresher right zero methods. So I've got the query and I want to apply it to this view, but I've got to take that step and link it right, so I'm going to go here to that events tab where that content is.

My organization data is already a part of it right. Excuse me, I'm going to go ahead and add that current date query that I made and that then will apply any exports I'm using in that query to the view.

So for example, let me go ahead and come on here. Portals are dynamic. What does Slate school see?

Poo poo poo, Asian scholarship, beer and news and events. And boom. OK, so now I've got this content because of the.

Uhm?

Whoops, already lost my org display.

Poop.

Bear with me one second. Here we go.

Of this content blocked I I used the cool thing about this is that if I need to make any modifications I can just do that in my content blocks, right? And it'll cascade any mailings it's being used in. It'll cascade into my portals. It becomes a bit of a set it and forget it. Don't have to manually go into myslate.org portals and manipulate the event information that's showing each day. We also talked about the way to dynamically display information based on maybe the school or the school group, and that's another easy thing.

Let's go to this scholarship view right here. As you can see, we have information on financial aid and scholarships, and a little bit more static view. But this in state scholarship. What if it only applies to counselors that are working at high schools where their students are in Connecticut, right? This is where I might just add some simple liquid markup. If the region of that organization is in Connecticut, then go ahead and show this content block for instate scholarships. So there may be some.

Use cases where you're you're using content blocks, or maybe use cases where you're just doing a little bit of liquid markup to show something, whether it's a few bits of text.

Or some different design elements, but if I'm using region, what do I have to do? I always want to make sure then that that is also included as an export in that organization data query right there and I can just go ahead and keep taking a look. So for example, if I am at a school in Los Angeles, right?

And I'd take a look here. Am I going to see that in state scholarship right there? No, I'm not. But if I am a school and let's see.

I am the flight school.

And New Haven CT wraps. I can go ahead and take a look and I am going to see as a counselor that these are in state scholarships available to my students and so this can become a good, you know way to communicate specific things to specific schools, whatever that is. Another thing to note too. You'll see we have different things.

Linking in English as well as in Spanish and shout out to my colleague Nina Marie Rivera, who has been having a lot of conversations with me about. Hey, we gotta really start thinking more about the students that are out there that may come from homes where English is not their first language and in working with a lot of counselors. That's the same thing. So if you don't have documents yet that are translated into different languages, you might want to think about doing that in linking counselors to those. They can also share them with their students. Whether it's tough having to do with scholarships.

Fee waivers anything like that. They too can then pass along to their parents. So thinking this as really this is a means of communicating important information that will help with the college search process, but also continue to think about access there. And I know there's a lot of questions about impersonation that are coming in right now. You can impersonate. This is exactly what the counselor would see for your custom content. What they see in terms of your application data sharing settings is really just that static content.

Here right to the right of it. They will also see the applications that are coming through and whether or not you have visited campus. But this is very static content that they see based upon your data sharing settings and will continue to talk a little bit about that when we get to the applications piece with Sarah Mcinnis and also go back into data sharing settings a little later. So you can. There's also the ability to preview what they see in terms of static content. Are there some additional things we might want to do to the impersonation?

Section on portals is our conversations were still having is there way maybe we can pipe in that static view into the right side for you to see as well. So there's always always conversations that are being had, but right now you can absolutely see exactly what the counselor would see based on their region. Anything impersonating different records for all of your custom content and we're going to continue to drill down and talk to you more about that, but I'm going to hand it over to Sarah now to talk about ways you can communicate additional data points on the applicants themselves.

Such as decision reasons, academic programs, and so forth. We're going to keep leveling up here.

Right, alright thank you Aaron. Just a very quick reminder. Aaron started talking about the data sharing settings in order for students information to be shared. To start, you have to make sure that you're using this late.org data sharing settings and that you maintain them and go in every year and kind of update them showing the applications and the information that you want to be shared every year. So that's where this information lies. You can see the few things that are actually displayed standard if you're using the data sharing.

Settings and I'm going to go into a little bit more about what you can level up and begin to share with the applicant information so similar view as to what Aaron showed just a few minutes ago, but you can see up in the upper left hand corner Ajax bear and that's just a standard information that's coming in on Ajax bear and the right hand side is the application checklist. Again, standard information that's coming in that blank space where it says applicant portal content. That's where the custom content.

Going to live after you build it out for the portal.

So you may be wondering, oh, you know what other some other use cases for displaying application information. So this gives you the ability to display academic majors and degrees, provide decision reason details, which I know a lot of folks were asking about and really really wanted to be able to display. So in my example that I'm about to show you, we have that in there you can communicate scholarship eligibility for certain students based on criteria, again using content blocks. If you decide to you can dynamically display content.

Overall, you know could be really anything, and then you can also show student campus interactions. So as a student attended, or are they registered for an event on your campus?

Oh yeah.

And again, just kind of drilling this home, that one of the biggest changes here is the new security setting for slate.org portals, and I the one I have setup is using this light.org application security setting.

So.

Let's jump into the applicant display.

There we go. Let me see if I can maximize my screen a little bit. How's that all right? OK, so again we have over here these lovely folders and Aaron and I have put ourslate.org portalsintheslate.org folder. Managing your folders are its key. Absolutely key. You never know you could get this list. Could be very very long earlier when we were practicing this run through it was like we weren't using these and I'm not really sure why it wasn't. I don't know and it was like alright.

Go back and find the portal back and find the portal. And finally we're like, yeah, This is why we have portal you know filming.

Jennifer organization.

And so now we have to just make sure we get to practice what we preach. So all right. So we're going to go into the applicant display.

It is how it is now.

Congratulations.

So again Aaron Aaron showed you guys she kind of stepped through the different parts of the organization portal, so I'm going to do the same with the applicant view. So let's take a look at this. The view that we have set up already and again this this information on how to build this out is going to be in the documentation as well as some briefcase able. I guess that's a word briefcase able ID so you can pull these in to your argument. It is now. Yeah, don't quote me on any of that.

Quarter tweet it.

Be alright please don't alright, so let's just take a quick peek at the view we have set up here.

Again, we have some applicant information, just kind of basic information up top here with intended major degree type entry term. All of these are obviously fields that are dynamic that can't that will change based on the students information. If we open this, we spoke briefly about the fact that we can now display decision reasons. So we did just depend a little fun liquid markup here to say that if the students application status is decided.

Then we want to go ahead and show if there's a decision reason, what that is, if there isn't one, obviously it would be nice to put in a little text next to this so it doesn't look like it's blank. Maybe they think it's an accident, but put something like there's no additional details or whatever. That's what we did here and here. We also have that they've responded to the admissions offer, and this here and I'll show you in just a second in the query is actually in existence export to just say yes or no, whether they have completed that form response.

So come out of here again. Aaron had something very similar in hers, with some content blocks, so we have just the assigned counselor information here. You would do the same thing. I'm not going to go through it again or and shows you what the content blocks look like, so you would have the staff name here, which would then show this is the name of the content block pulling in the staff assigned. You can put information about the the counselors, so that could be their email address. Their title, you know a picture of them and again will show you an example.

In just a second, I'm going to actually pop over and show you guys real quick. I'm going to impersonate right now. One of the students we have in here. Brian Cho.

Going to take a look at what this looks like when impersonating.

Boom, so there you go. So here's all the information that is the cost. The customized information that you will be creating for your portal. So we have the academic details. The additional decision details and the counselor who's Jacob Madison and obviously Jacob always wears his Daft Punk helmet, so that's why he has that on. But before I get into this, let's go back a little bit and take a little bit closer. Look at the query parts that are in here so we're going to open this up.

Again, same thing when you're when you're creating this application portal, it's going to be. It's going to automatically create a query with a configurable joint base of application.

Here are the exports that are being pulled in for this particular Porter portal. I mentioned things you know. Some of the merge fields I mentioned so far. The entry term, the staff name which we're using for that content block this reply form. Like I said, this is an existence export, so this is just saying you know if they reply form.

Exists, as you know, the form response exists. If yes, that if if it exists, then yes. If it does not exist, unknown, so pretty simple. And then we also have the decision, reason and release decision. Erin talked about the portal identity when it came to organizations very similar. We leave this intact. We are not deleting this and this right here is actually just pulling in the application grid to say which student should be displayed, which information for the student should be displayed in the portal.

Now we have this recent release shared decision. CJ joined down here so unfair and quickly give a synopsis of this for me.

Yes, excellent, thank you. I appreciate your CJ's expertise in that and that.

OK, so jumping back in here. UM, think that's all we're going to talk about as far as query. So let's go back a little bit here. Uhm, you know. One thing that I did want to mention, and you know, kind of just to prove again how quickly this this information is displayed in the portal. I'm going to go in here and I'm actually going to. Let's just decide that maybe entry term isn't something that you actually want to display, so.

1st, I'm actually going to show you what it looks like. Apologies let me show you what it looks like from inslate.org as a counselor view of a student that they're looking at all right. So I'm going to go in and see Lucille Ball.

And you can see here this is all the information right here that I was just showing you in the view. So we have major degree, entry term etc. This is a standard content up here that comes in with your data sharing as well as what's over here on the right hand side. So I'm going to go back into this view and this is just like I said, just to kind of give you the another idea of how quickly this information changes. So when you're making these changes, make sure that you're intentionally doing it. If you have an active portal, so I'll go ahead and go back out. We decided you know entry term maybe.

Something we don't actually want to show. I'm going to hit save now. Go back here and do a quick refresh. Go back into Lucille Ball and you can see that boom, it's gone already. So if I were adding that back in is emerged field into that into that part of the view then it would be there just as quickly in the reverse order. So just something to keep in mind again. But let's keep looking at some of these cool features that we have here. So another part, so another.

Way of using the applicant display portal is to actually drag in a table so we have a table that we dragged in. Here we're using it to display events, so this was this is events that the student has either attended or registered for and we actually have. You can see here we have a query called events and after I show you this display I can show you what that query looks like, but it is a query that's separate from the application information and this query is specifically showing up.

Events, information or form responses.

So down here really quick bit of liquid markup, kind of fun. It's if if the student is registered for one or more events or attended more events, then we're going to display this really nifty table down here. And the information that we're pulling in from our query is the event name, the date, and the status. So if they're a tenant or register, OK.

If they aren't registered or attending any events, then right here we just added in that quick text of saying like the students not attended or registered for State University event, it's just something nice to show in that space so it doesn't look blank.

For the campus interactions.

So I'm going to back out of here again and we're going to go back to the queries.

And as promised, you can see we have two separate queries here and one of them is for the event. So within the events it's pulling the configurable joins form response base. These are the exports that are being pulled in. Again, this is this is in the documentation as well. Aaron right, and this is a briefcase example, so you can start with this and you know obviously change it in any way at anymore experts that you'd like.

These are this is very important information right here. This first filter the portal identity. This is saying it's looking for form responses for any person or application scope. Former spots basically so.

That's important to keep in there and intact again other filters, so we want to make. This is what we're looking for. They're in an event and they've either the status is either attended or register.

And we are sorting by date here in that table.

So we'll just go back to being the counselor and slate.org and just taking a look. This is the information that we were just chatting about that's displaying to show whether the student has been on campus and what they've done.

Alright.

Uhm back here. I think that's pretty much it. As far as taking a look at. You know not not repeating too much of what Aaron showed you, but showing just a kind of a couple different nifty ways to use the applicant display portal. So Aaron, do you have anything else to add to that?

OK.

No, so yeah, actually I do a little bit 'cause I'm given some questions that came into the chat and the China answer guys best like can in between, but for example you know Jennifer had a question about can we pull out filters or things assigned to things like they were for reply form, existence export and the answer is absolutely yes. So we we will have some of these as.

This will be like a template for you, but let's say you really do want to show information about the reply form, but maybe you have to take a pause on something you can go in at anytime like Sarah, if you click on the application details query for me and just go ahead and click on that reply form export right there and inactivates you can inactivate and export at any time in order not to use it. However, if you are using that as a means for content in your portal, just be mindful of that as well.

Another thing you can do to is inactivate different blocks within your view. So if I went to a portal view of any type and let's say you know what we we want to inactivate this events table for right now, we are going to get back to that another time that's going to remove it from the venue for the counselor, and you can just keep testing and testing using your little impersonate button there on what your custom content looks like for the counselor. And if you want to do some testing before making it.

Liveinslate.org I know Mark had a great question about that.

Check.

Yeah.

You can just keep it set as inactive and so it's going to come into your database as such, but when you're ready, go ahead and activate. I mean activate. Yeah when you're ready and activate, that makes sense. We'll talk a little bit about some best practices now, actually.

Great.

Over to the slides.

Cool, so just for some reminders and tips before we continue to go into theslate.org portals. Update your data sharing settings first. Do you want to go ahead and do some auditing there? You want to make sure that you are taking a look at what rounds in what application statuses you're sharing, what decisions you're sharing, whether or not you're sharing a checklist item. There is a preview record functionality in your data sharing settings to look at.

But the static content and what the check looks looks like for student on the counselor view that's separate from your custom content that you are showing their update. Those settings in audit them because that is what sends the applications over and remembering that portals or dynamic Sarah just showed you right there. Hey, if I take out entry term it's gone. If I do this it shows and so knowing that when you have an active portal that that's the case, there was questions too about multiple active portals. You're going to want to just have one.

Active portal at a time. I believe if there's two that are active, I think it just.

Aaron, you need two of the same like security setting, right?

Yeah can you can have.

OK.

Yes, you can ask for security settings, but you're only going to want one active at a time and you should have different keys just so you know. So keys have to be unique. I'd have to do some additional testing to act that out to see if I have two active portals. If I remember correctly, when testing there's one that just kind of indiscriminately pics. And so instead of having two going at the same time, so you should really have one organization in one application active portal with you uniques.

To start.

Miller

And draft content before logic. OK, so just like emails, if anyone took any liquid markup or conditional logic, Basecamp classes with my colleague Paul Turgeon and me. We always said test has put your content in first before you get fancy right? So before we start bedazzling with all liquid markup or and things like that, how would you want to say and then go in and add it, adding any additional HTML liquid, markup tags and so forth, but less can be more.

Right, you don't have to have the fancy tabs and all those things we started simple intentionally think about critical parts of information that's important toward the counselor to see straight up. Maybe get some feedback from counselors. We've been getting feedback. We try to share with you guys, but sometimes it's helpful. Free to test things out and and and see how counselors are responding to that and tests before activating so you can have your portals and activate impersonate. Take a look at how it feels, then activate it and go from there.

And there was even a question about suggestions for making tabs mobile friendly. Yep, and that would be right in your CSS. I think we have some in our portal section of our documentation and knowledge base. I think we have some tips to and there's one specifically on tabs that we link you to inthislate.org portals documentation. Take a look at that if you haven't played with tabs before, though. Once again, we'd recommend kind of starting simple going forward.

And when it comes to questions, we had a bunch of great questions come in throughout the chat. We've tried to be answering as we go, but we have some that came in with the registration form. So we want to make sure we can try to get to some of those for you guys. One of the first things was is the application portal that that you provide students the status page. What is the difference between that and this slate.org application portal? And that's a great question. I think it came up a little bit in this chat to the application status page that you were providing students.

Is completely independent of this, so this application status portal is what the Counselor Act in slate.org sees, because the goal here is that everybody is on the same page. If you're sharing a checklist, what you see administratively with the student season, the status page and provide and what the counselor sees is all the same. If you're sharing a decision, reason with the counselor, and if that is the decision reason the student is seeing and you're seeing administratively, then that is what the counselor can see in slate.org, so that's what this portal is meant.

For us to really keep everybody on the same page, keep everybody informed going forward. So when the students have a slate.org account that is independent of the status page, you're giving them at this time week.

A man there was a question that I can answer it sort of related to the portals, but mostly just like down or overall and that's international agents. You know counselors overseas to function as like not for profit independent counselors that help students apply to US institutions. They're wondering if they have if they are eligible to haveslate.org accounts. And the answer is yes, but the student would have to go on and createaslight.org account and then grant them access to their application data. They also would not be able to.

Update any or edit any information on the student for the student as far as their application information or academic information so.

Right?

Yeah, any counselor that requests an independent counselor account or an account that is not associated with a high school where the information can be verified in that manner is not given any type of automatic access to seeing anything having to do with the applicant unless the student creates a slate.org account and add them as a counselor and says yes you have access to read only access to see my information.

And that's that's the only way in that regard.

Uhm?

Do we need permissions from each student to share decision information with the counselors?

So that's a great question, and we've worked with a lot of schools. With that I'm actually gonna share my screen soon, so let's go ahead and step back to the 101 of data sharing. OK, so for some of you probably seen this a lot, this is, you know, your little switchboard for sharing applicant data on slate.org. We worked a lot with the UC system because for some state schools they have to have consent from the students to share their decisions with school counselors and stuff.

Uhm, it is not something by default insight.org we give you the power to decide how you're collecting that consent. If you even need to begin with. If you do, you might want to do so through some type of custom field value. And note that if you have a custom field that says yes, you can share my data on slate.org. You can leverage that in your round filters in your data sharing settings, so I might have a you know a consent field here that says you know. I don't know if we have one as an example for Oh yeah.

Yeah.

Haha.

You're just that good.

Didn't even know is prepared for that.

For example, if I'm collecting information in custom field called application data sharing consent for my students, I can put drop that in as a round filter and that means only three applications at Slate University have given me consent so far and what that's going to do is only send those three students over to their rank one overall school OK. And if I'm furthermore I could even drop that filter in to my applicant display portals as well so I can leverage just filter.

In a variety of ways, but that would be a custom field that you create in your database and you collect on behalf of the students going forward and you can do it your way.

Cool.

Great question.

Great question, uhm.

There, Molly had a question in the chat and I I think you kind of maybe touched on this and I just want to make sure, but I'm gonna ask you can can we only do the impersonation with these portals? There's no way to do it from the sleep sharing page in the database section.

So.

Repeat the end of that, I'm sorry.

Sorry, so there's no way to do it from the sleep sharing page and the database section.

Do what the?

Impersonation of the portal.

Oh yeah, OK wait, hold on a second. Let's go back to the.

The slate data.

Yeah.

See the data sharing settings here in the database. Yep, so for example. And there's a question too about how the application of information gets pulled in. Those are just your applicants that are eligible to be pushed into slate.org. If you do a preview for example like this. This will show you every applicant that is eligible at that time. I put it around filter so that's not working here.

But that's going to show you every every applicant that's eligible with your current data. Sharing configurations to go over there. But also, if I'm going to keep picking on Brian here, want to see what the standard slate.org? Oh, you know I'm gonna take this round filter out. I cursed my own self here.

Let's do that everybody has consent, has shared my data. OK, this is going to show you that standard data based on your data sharing settings that a counselor would see on your applicants on that on that right hand side.

Yeah.

I want to have more conversations internally and maybe how we can kind of pipe this into an impersonation where you see your custom content and maybe the standard in one view. So I think that would maybe be a next fancy fancy thing we explore for you guys. For even more enhanced impersonation functionality, but we're starting somewhere and we'll go from there, but that's gonna show you exactly what Brian's checklist looks like outside of your custom content, so standard stuff.

More boring things.

I know.

There's also a question this is really good here about. You know schools are responsible for updating, meaning you guys you know your organization context. But high schools are responsible for updating their own contact information and slate.org and their users and how you know how can you be informed of that? Or should you be helping remind counselors to keep their contact information updated, we try to communicate that you guys probably try to communicate that, but one of the things we're working on right now.

Yeah.

And I'm not really spoiling it 'cause we said so in the feedback forms, right? So one of the things the serenay and our colleagues are working on is the ability for counselors to perhaps have an opt in where they say hey share my contact information with colleges and universities and what that was going to be able to do is allow you hopefully to have a more updated org. Contact an organization data set comes directly from the counselors and slate.org, so it's a way for you to know who more.

Your most recent primary counselor contacts are for your organization contacts, and that's kind of the next few things that we're continuing to work on. And of course, let you know when that's ready.

Awesome.

Because, you know when you're looking at your work contacts in every year you're like, OK, who's at this counseling office now? Who is hiring project? What do we do? And so we're going to communicate with that and we're also trying to work with some other folks in the same ecosystem to see how they're doing it and how they might want to partner up with that.

We should see any more questions in the chat area that we want to tackle before the end.

Points about multiple instances listed as cornerstone of counselors to pick from.

Yes, and so. For example, if I am. If I'm at slate.org, so one of the things we do is only.

If you have an instance, if it's the undergraduate instance, or if it's a shared instance with undergrad and grad, we enroll you in slate.org and that is the the database that can will have the application sharing things, and when they see colleges they will only see colleges that we have enrolled based on application sharing settings. It that are eligible for slate.org that is your institution, your your university by C code kind of like a org. Look up there and so it will mimic what you have for.

Your underground database or shared database? We only pick one that has undergone admissions for now. We've had a lot of you graduate programs. Been asking for this, and maybe in the future we're kind of starting with underground and then moving on with more of our two or two year colleges. But definitely can see use cases for for graduate folks that are looking for advising undergraduate students and wanted to communicate applicant data as well.

And if you ever have questions too about your instances, reach out to us either in the community forums.or.info@slate.org we can, you know, make sure things are, you know, configured properly for you. If you have questions about that or or feel like you should be seeing application sharing settings but aren't and we can have that conversation so.

Alright.

I've seen it.

Cool lots more coming your way. This is just the tip of the iceberg. Sarah and I are working on some really cool projects with the team this summer. A lot more coming when it comes to student functionality and cool things for you guys. We want to continue to hear from you and get your feedback. Your feedback is what drives this and if you get feedback from counselors as we do to share it and I want to see some cool portal examples and ideas in the forms and also I better be some seeing some portal presentations in Nashville, TN.

Uhm, you did not miss the grid briefcase grid, Carrie, we're going to have it. We have it in the documentation, so if you go to knowledgebaseandslate.org and the portal section.

Boom

Boom, we're going to hit you with some documents, and there are guids right in there. OK, if there once again, knowing that you might have custom fields or things you want to have to remove or filter. Looks like it's not proper 'cause it's based off of your custom database. It's there for portal inspiration, but feel free to play. Keep him inactive for now. OK guys, give him an active for now. Play with them too ready to activate.

Cool.

Cool thanks.

Alright thanks.

Alright, take care.

Everyone, every day everyone.

Until next time.

Nah.

Works.

Confident.