In most cases, emails are sent by our data team through Slate. For more details, review our email policy and how to submit an email request in Basecamp. If you haven’t used Slate before, learn how to request access on our new member page. Please note that privileges vary.

  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.
    • Realm should be the college/dept.
    • 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}}.
    • CC should remain blank unless a second audience (e.g., “Copy Parents”)
    • Add subject line.
    • Select Source on the right side of the message toolbox.
    • Delete the source code currently included.
    • Paste the source code from your email.
      • Open up your email in Litmus and navigate to the “Builder” tab. Click “Export” and “Copy HTML.” Click on the HTML to copy it to your clipboard.
      • Note: When inserting a variable field into your email for first name, please select {{preferred}}.
    • Select OK.
    • 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. Your email is now ready to send! Be sure to submit your text request in Basecamp if you haven’t already. Our data team will create the population query for each email. Please do not write your own.