Spark451’s Guide to Slate Cycle Prep

Month: May 2025

May 20, 2025

When campus quiets down and the pace of admissions slows (haha, yeah right), it’s time for CRM admins to leverage the slower pace to begin laying the groundwork for the next wave of recruitment — this is when the real magic of Slate cycle prep happens.

To help you on your way, we’ve put together a step-by-step guide to setting your team up for success in the coming year.

Person running towards the finish line

Understanding the Slate Cycle Prep Process

Cycle prep isn’t just an update; it’s a strategic opportunity to enhance your Slate system ahead of the next admissions cycle. This period of summer stillness is a chance to audit your processes, implement improvements, and chart a course for the next round of applicants, parents, influencers, and more.

Collaborative Effort for Comprehensive Improvement

True cycle prep excellence comes from collaboration. Encourage contributions from every corner of your team to surface new ideas and identify pain points in your current setup. Teams can include:

  • Strategists and Visionaries
    Include your Slate Captain and members of your Operations and Marketing teams. This group will make intentional and strategic decisions, and drive the outcome of your cycle prep.
  • Stress Testers
    Leverage your student workers, counselors, tour guides, admissions representatives, and coaches. They use Slate regularly and will have great ideas on how to improve your Slate configuration. (Seek some Gen Z input here!)
  • External Insights
    Think of students and parents as stakeholders, too. Their impressions of your Slate environment are key to your success. What changes can you make that will drive value for them?

Timeline: Proactive Planning for Pivotal Changes

Cycle prep typically runs summer to early fall, but tailor it to suit your institution’s unique rhythm. When planning your cycle prep schedule, weigh what changes are necessary for the upcoming admissions cycle against all wish-list items you have in mind for your Slate instance. This will allow your team to focus on necessary updates and projects first, then aim for nonessential improvements as time permits.

Be sure to start small, as small steps will lead to big wins. Here’s a timeline we find helpful:

Number 1

Strategize and Prioritize

Make a wish list of all the components you want to see enhanced or built in your Slate environment. From there, estimate the difficulty and duration of each project. Then, prioritize what should be completed first.

number 2

Build and Update

Get started on updating existing components in your Slate environment. If your timeline permits, build out new functionality that will strategically improve your team’s processes.

number 3

Test and Refine

Before you go live, rigorously test all updates and new builds in your Slate environment. Use your testing environment and user impersonation to check every nook and cranny.

number 4

Go Live and Post-Project Review

Migrate your processes and celebrate your team’s successes. Before making the switch, be sure that all Slate users at your institution are aware of what’s happening ahead of the go-live date. Lastly, create a post-project review (PPR). Using that PPR, a road map for next year’s Cycle Prep is already underway.

Key Areas for Cycle Upkeep and Innovation

Start with necessary updates that are crucial to your upcoming cycle. There’s a whole lot to consider, so our team has created a checklist to help you strategize:

Annual Slate Upkeep

Perform these tasks to get ready for the upcoming cycle.

Item Difficulty
Staff Assignment Rules Updates 🔥🔥🔥
Material & Checklist Items Audit 🔥🔥🔥🔥
Update Decision Letters & Codes 🔥🔥
Strategize Your Populations
How are you leveraging populations?
🔥🔥🔥
Batch Acquire Review 🔥🔥
Consolidate Records Review
Are the counts in these tools manageable?
🔥🔥🔥
Download the Chart

Application Prep

Maintain a top-notch application.

Item Difficulty
Periods & Rounds Updates
Have you created them for the upcoming cycle?
🔥
Application Forms Updates 🔥🔥🔥🔥
Streamline Application Questions
Only ask questions that you need answers to!
🔥🔥
Status Page Updates & Additions
Dynamic content and multi-tabs are 👌
🔥🔥🔥🔥
Application Logic Updates & Testing 🔥🔥🔥
Clear Bins 🔥🔥
Move Defers Forward 🔥
Withdraw Old Applications 🔥
Updates to Third-Party Applications
Common App, Coalition, CAS, etc.
🔥🔥🔥🔥
Reader Workflow Review
Do you like how your reader workflow is set up?
🔥🔥
Cycle Prep Status Page Review 🔥
Download the Chart

Deliver

Enhance your communications.

Item Difficulty
Review Scheduled Campaigns 🔥🔥🔥
Email Template Updates
Test for mobile responsiveness.
🔥🔥
Recipient List Queries Updates
Are the right filters established?
🔥🔥
Liquid Markup & Custom Personalization 🔥🔥🔥
Download the Chart

Data Hygiene

Crucial items for maintaining Queries, Reports, and overall database health.

Item Difficulty
Updated Configurable Joins Libraries 🔥🔥
Turn Over Scheduled Queries & Reports
What’s necessary for this cycle?
🔥🔥🔥🔥
Review Integrations 🔥🔥🔥🔥
Create Source Formats
Are there any new integrations you’d like to build?
🔥🔥🔥
Update Source Formats
Refresh prompt values!
🔥🔥
Job Activity Monitor Audit 🔥🔥
Migration to Configurable Joins
How is your transition going?
🔥🔥🔥🔥
Download the Chart

User Permissions

Confirm all Slate users are seeing what they need to see.

Item Difficulty
User Permissions Cleanup & Audit
Remove inactive accounts & confirm permission levels.
🔥
Staff Assignment Rules Updates 🔥🔥🔥
Impersonate New User Accounts
Confirm permissions function as intended.
🔥🔥
Download the Chart

In-Depth Review

Identify next steps and mark them complete.

Item Difficulty
Organizations Dataset Updates 🔥🔥
Rules Health Audit
Any erroneous rules?
🔥🔥🔥
Compliance Dashboard Audit 🔥
Ping Implementation Review 🔥
Origin Sources Review
Remember these?
🔥🔥🔥🔥
Create New Event Templates 🔥🔥
Update Current Event Templates 🔥🔥
Download the Chart

Proactive Measures

These additional steps will help you make big gains.

Item Difficulty
Activate Early Access Features 🔥🔥
Migrate to Workflows 🔥🔥🔥🔥
Update/Configure Slate.org Profile 🔥
Buy Deliver Credits 🔥
Hire Spark451 to Help 🙌
Download the Chart

Reach for the Stars with Spark451

We want to see you succeed! When you’re ready to take your Slate instance to the next level, reach out to the enrollment marketing and CRM pros at Spark451. Together we’ll make sure you’re getting the most out of this powerful CRM!

Interested in learning more about the different ways Spark451 can support your efforts in Slate? Check out our SparkAssist service, which offers customizable packages to fit your needs!


it's time to recharge, refocus, and re-engage

Recharge, Refocus, & Re-Engage

Month: May 2025

May 13, 2025

Congratulations on making it through another successful recruitment cycle! Now that May 1 has passed, it’s time to take a deep breath, lean back, and reflect, as you start turning your attention to the class of 2026.

Step 1: Take Stock

What energized you and your team this season? What drained your batteries the most? Taking time to reflect on how things went will allow you to be intentional about your plans for the fall and give your team an opportunity to share their experiences and feelings — a great way to strengthen team connections.

Step 2: Recharge

There’s nothing quite like diving into a new topic, or expanding your understanding of something, to feel re-energized. May is an excellent time for training, especially if you’re planning to attend Slate Summit or Engage Summit this summer. Even if you aren’t able to make it, training staff on these CRM features will enhance efficiency and automation:

  • Configurable Joins – Building recipient list queries
  • Segments – Exporting valuable information and creating automations
  • Portals & Microsites – Expanding engagement strategies

Slate Pro Tip: If you haven’t transitioned your funnel reports to configurable joins, this summer is the time to do it. It may seem daunting, but knowledge base resources are available, and you can always schedule a training session with the Spark451 team.

Step 3: Start Planning

This May, be sure to set aside time to begin planning for fall. We know things are still busy, but trust us when we say a bit of planning and strategizing now will help lay the foundation for a smooth transition to your next recruitment cycle.

Common App Updates

If you haven’t yet reviewed April’s Common App release notes, now is the time to do so! Be sure to look them over and attend the webinars they offer, so you have enough time to complete your app changes and testing before August. Head to your member solution center to see a summary of what’s been released so far.

Speaking of application updates… Slate users: check your inbox for a message about your XSLT files being deprecated. If you’re using custom pages with XSLT customization, that functionality has been removed. If you need help with updating your application pages, feel free to reach out and we’ll get you ready for the fall.

Transfer Students

This is the time of year most students consider transferring, so make sure their application process is as easy as possible! Here are some ideas to think about:

  • If students who have earned a certain number of credits don’t need to submit their high school transcript, set up a rule in your application to remove it as a required item when students meet the criteria.
  • Instead of asking for parent information on the application, give transfer students options other than mother and father (think spouse or partner).
  • If your student portal/microsite is geared toward traditional first-year students, consider creating a transfer-specific one that places relevant forms (like housing waivers or credit evaluations) and information (like housing/dining options and campus involvement opportunities) at the forefront.

Also, don’t forget about the power of personalization! Everything you’ve created for first-year students will likely work for transfers with just a few changes. Be sure to highlight topics these students care about most, including course information, how they’ll fit in, and career outcomes.

Engage With Incoming Students

May 1 may be behind us, but we all know the work isn’t done! Keeping new students engaged over the summer is critical to keeping melt at a minimum. If you haven’t already, make sure to set up communications to remind them about important dates and to-dos like advising, registration, housing, and orientation. Consistent communication will help them feel connected and prepared for campus life.

Slate Pro Tip: Did you know that your CRM can conduct surveys? Use May to check in with admitted students who haven’t deposited yet. A simple conditional logic format lets undecided students provide insights on what they need to make their final choice.

We’re Here to Help

May isn’t just about blooming flowers — it’s about growing opportunities and strategic momentum. Small steps now can make a huge impact on your admissions success moving forward!

Need a hand? Our flexible SparkAssist service is designed to help with anything you may need, whether you want to learn with us to become an expert on all things Slate, Salesforce, or Element451, or hand us a project for onetime completion. No project is too big or too small. If you’re interested in learning more, please reach out to us!


Collegiate Advertising Awards Shines the Spotlight on Spark451

Month: May 2025

WESTBURY, NEW YORK — Higher education marketing firm Spark451, a Jenzabar company, is proud to share that four of their recent marketing projects have received recognition from the Collegiate Advertising Awards, an elite national program honoring the most talented higher education marketing professionals.

“This recognition is further testament to our commitment to innovation and pushing the creative envelope to not just produce beautiful pieces, but to also drive results,” says Irene Scala, Executive Creative Director at Spark451. “We are honored to receive these awards and proud to share them with our partners, without whom none of this would be possible.”

Loyola University brochure mockup

Loyola University New Orleans


Entry Win: Gold
Entry Title: Loyola University New Orleans Graduate Brochure
Group: School 2,001–5,000 students
Category: Brochure

NYU Tandon Sticker mockup
Alternate stickers for NYU Tandon students

New York University Tandon School of Engineering


Award: Gold
Entry Name: NYU Engineering Student Giveaways
Group: Graduate School (MBA, Law, Med, etc.)
Category: Advertising Specialty (laptop stickers)

Hartwick College


Award: Silver
Entry Name: Hartwick College Brand Repositioning
Group: School 1,001–2,000 students
Category: Total Advertising Campaigns

Mount Saint Mary's Junior Mailer

Mount Saint Mary College


Award: Silver
Entry Name: Mount Saint Mary College – Sophomore-Junior Mailer
Group: School 1,001–2,000 students
Category: Brochure

If you’d like to learn how Spark451’s award-winning team can help your institution gain a competitive edge, reach out today.