As described in our forms policy, all prospective student forms are required to be set up within Slate, our CRM system. Doing so helps us manage and track student data in one centralized location. If a form has been made in Webtools or another form builder, we don’t receive the information gathered by the answers, which means those students won’t be added to our system. Enrollment Management has created the following training materials to assist you with creating forms in Slate. To view the training documentation, you must log into Google through your illinois.edu email address. If you have questions related [...]

How do I request access to Slate, Litmus, and/or Basecamp? You can learn how to request access to all of our tools, including Slate, Litmus, and Basecamp, on our new member page. Please note that privileges vary. Why do I have to use Slate? We use Slate for several reasons. Firstly, it’s a centralized platform for tracking and managing student data; we can create and store email, visit, website portal, and form information all in one place. Protecting student data is a priority when working with prospective and admitted students. In addition, we can maintain a history of all of our [...]

Litmus is a tool for designing, building, and testing emails. We require that all non-text-only emails sent to prospective and admitted undergraduate students be created within Litmus; for exceptions, review our Alternative Access Plan. This allows us to utilize shared templates and test for accessibility and other potential delivery issues. Litmus training guide Roles & Access Everyone that logs in to Litmus as either a Code Editor or Reviewer will have access to all emails. We encourage units to take advantage of this to collaborate and discuss content for similar audiences. Do not make changes or [...]

CommunicationsHow to Create a Communications PlanHow to Define Your AudienceDataHow to Add a Mailing, Data or Report Request in BasecampEmailHow to Add an Email Request to BasecampHow to Add an Email to SlateEventsHow to Coordinate Your EventHow to Create a Slate EventHow to Create a Special Slate EventMajorsHow To Edit Major Information on the Admissions WebsiteTextingHow to Add a Text Message Request to BasecampHow to Send Text Messages from Slate

Undergraduate recruitment and yield policies are created to ensure consistency and reduce risk. If you have questions, please email OUA-Contact. Audience Policy Blackout Dates Policy Data Request Policy Email Policy Forms Policy Marketing & Communication Plan Policy Post-May 1 Communication Policy Program Explorer Policy Texting Policy