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CRM Request Form
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Please use this form to request tasks from Slate. Please be as specific as possible.
If you are looking to get Slate Access please complete this
form
Requester Information
Name
Your university email address
Title
Department or Office
Phone Number
What type of request would you like to submit?
Email Communication
Event Creation ( In-person/ Web)
Form Creation ( i.e. Landing Pages)
Other
Print
Query/Report
Text Communication
What is the call to action ( i.e. Apply Now, Learn More)
Print Type:
Print Type:
Postcards
Stickers
Flyers
Brochures
Other
Other request type:
Please be as specific as possible.
Please provide link if this is a past event/communication/query/report
Goal/Purpose
What are you trying to achieve with this project? (Please be as detailed as possible.)
What type(s) of student would you like to email? (Use CTRL+Click to select multiple options.)
All Undergradaute
All Graduate
Undergraduate - Freshman
Undergraduate- Transfer
Undergraduate- International
Undergraduate- Certificates
Graduate- Master's Degree
Graduate - Doctoral Degree
Graduate--Certificates
Other
What type(s) of student would you like included? (Use CTRL+Click to select multiple options.)
All Undergradaute
All Graduate
Undergraduate - Freshman
Undergraduate- Transfer
Undergraduate- International
Undergraduate- Certificates
Graduate- Master's Degree
Graduate - Doctoral Degree
Graduate--Certificates
Other
What type(s) of student would you like included?
Domestic
Foreign National
Both
Please provide the student type you are looking to reach
Prospective Student Stage(s) to text: (Use CTRL+Click to select multiple options.)
Inquiries/ Prospects (not yet applied)
Application Started (not fully submitted)
Applicants (not yet admitted)
Admitted Students (not enrolled)
Newly Enrolled Students
Deposit
Prospective Student Stage(s) : (Use CTRL+Click to select multiple options.)
Inquiries/ Prospects (not yet applied)
Application Started (not fully submitted)
Applicants (not yet admitted)
Admitted Students (not enrolled)
Newly Enrolled Students
Deposit
Terms
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Summer 2025
Fall 2025
Spring 2026
Spring 2025
Other
Please provide terms
What do you want the message to say :
What is needed on this query/report?
Which term(s) or timeframe?
Date of Event
Start Time:
End Time:
Type of Event
Type of Event
Virtual
In-Person
Virtual Platform
Virtual Platform
Slate Presentation
Zoom
Other
Address of Event:
Please provide zoom link
Other:
Please specific what platform you would like to use
Does this event have a registration deadline?
Does this event have a registration deadline?
Yes
No
Does this event have a registration limit?
Does this event have a registration limit?
Yes
No
Limit=
Registration Deadline
How often do you want reminders to be sent?
Choose all that apply.
How often do you want reminders to be sent?
Choose all that apply.
6 weeks before
4 weeks before
2 weeks before
72 hours before
24 hours before
The day of the event
Just one message
Other
Please specify
Projected send date:
Requested Completion Date:
(Please allow at least 7 business days for all requests )
PRINT NEEDS AT LEAST TWO WEEK NOTICE
Priority Level
Priority Level
High
Medium
Low
Submit
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