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!