Training

Email Policy

All emails to OUA audiences are created in Litmus and sent via Slate in coordination with Enrollment Management. This ensures that emails are templated and accessible, student statuses are accurate, and more. Audience Before creating an email, please review our audience policy to ensure you can communicate with your intended audience. Content As you're creating an email, make sure you adhere to the following standards: 1. Stay relevant to your unit. Emails from an academic unit must be about that unit, its subject area, relevant interests, or majors. Broad campus topics such as application dates and deadlines, visiting (in general), living [...]

Laura Podeschi2025-01-15T13:22:19-06:00Policies, Training|

New to R&Y?

Welcome to the R&Y Network! This page is your starting point to learn more and explore training opportunities. Access Join the R&Y Network The R&Y Network is a collaborative community of University of Illinois Urbana-Champaign faculty and staff dedicated to supporting undergraduate recruitment and yield efforts. Through shared resources, training opportunities, and open communication, the network fosters transparency, inclusivity, and teamwork to enhance the university’s enrollment strategies and ensure student success. Request to join the network. Slate Slate is the Customer Relationship Management (CRM) system used for undergraduate recruitment and enrollment at the University of Illinois Urbana-Champaign. It manages all communications [...]

Laura Podeschi2025-01-15T10:16:53-06:00About R&Y, Training|

How to Submit a Request

Requests must be submitted by a communications, marketing, or admissions representative within your college. Generally, we do not process requests from individual departments; instead, those should be routed through the college staff members authorized to submit requests. Email Send Requests Before submitting your email send request, review our email policy, audience policy, and blackout dates to ensure we can accommodate your request. Once your email is created and in Slate, submit a request to notify the Enrollment Management team that it is ready to be sent. Please note that any email whose audience is a specific list of students must include [...]

Laura Podeschi2025-01-15T10:42:59-06:00How-tos, Training|

Training Overview

Trainings by Tool Below are the key tools we use to support colleges and units in their recruitment and yield efforts, along with training resources for each. Learn how to request access to these tools and keep in mind that access privileges may vary. Slate Slate is a Customer Relationship Management (CRM) tool used across the University of Illinois Urbana-Champaign campus. It centralizes student records and allows us to manage event registrations, email communications, track interactions, store important student data, and more. Slate is essential for collecting and managing prospective student data, including contact information. If your role involves communicating with [...]

Laura Podeschi2025-01-15T10:54:12-06:00How-tos, Policies, Training|

Litmus

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 [...]

Doug Burgett2025-01-15T10:55:53-06:00Training|

Event Planning & Training

Planning All visits, both in-person and virtual, are coordinated with the Office of Undergraduate Admissions (OUA) and centralized through our CRM, Slate. Visit planning occurs three times throughout the admissions cycle. To view our planning spreadsheets, you must log into Google through your illinois.edu email address. Fall Visits For prospective undergraduate students OUA reaches out to units to finalize plans in June/July Units are required to share all visit plans in our fall planning spreadsheet Spring Visits For prospective and admitted undergraduate students OUA reaches out to units to finalize plans in October/November Units are required to share all visit plans [...]

Doug Burgett2025-01-15T13:40:14-06:00Training, Visits|

How-Tos

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

Bethan Owen2022-03-29T16:10:31-05:00Training|

Policies

Undergraduate recruitment and yield policies are created to ensure consistency and reduce risk. Audience Policy Blackout Dates Policy Data Request Policy Email Policy Forms Policy Marketing & Communication Plan Policy Post-May 1 Communication Policy Program Explorer Policy Race/Ethnicity Data Request Policy Texting Policy

Doug Burgett2025-01-15T13:17:25-06:00Training|

Applicant Communication Policy

An applicant is defined as a student that has submitted an application but has not yet received a decision. Therefore an applicant audience includes students that will unfortunately be denied. Due to the sensitive nature of applicant communications, colleges and units are not allowed to communicate with applicants. The Office of Undergraduate Admissions manages an applicant communications plan to ensure students continue to receive touch points from Illinois while awaiting a decision.

Doug Burgett2022-03-04T09:08:17-06:00Training|

2021 Cycle Updates

Doug Burgett2022-03-04T09:29:14-06:00Training|