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.
      • Go to the HTML email you have created. Right click and select View Page Source. Copy all of the code.
      • 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).

Important Reminders:

  • Your email *MUST* include an opt out link at the bottom that links to the OUA opt out page.
  • The Data Systems Team will create the population query for each email. Please do not write your own.
  • If you’re sending the same email to both admitted Early Action and Regular Decision students, you do not need to create two separate emails. Because there is no overlap in audience, you can use the same Slate email for both.
How to add an email to Basecamp