[civsa] Slate for Ambassadors

[Stansell, Laura J]

I would LOVE to get more info on what you all do with Slate!  We are implementing Slate right now, and our tours go live in March (for July dates), and I would love to figure out a way to combine scheduling with Slate!

Thank you!
Laura Stansell


From: listserv [mailto:listserv-bounces at civsa.org] On Behalf Of David Kogler
Sent: Monday, November 27, 2017 11:55 AM
To: listserv at civsa.org
Subject: Re: [civsa] Slate for Ambassadors

At Fordham, we have about 275 volunteer ambassadors, so a couple of years ago, we created a portal to manage their shifts.  Based on staff and student feedback, it's worked very well.

Here's a summary of the process:  1) Volunteer submits form, which creates a record in our Volunteer dataset, which triggers an email with portal access; 2) ambassador logs in and signs up for tour shifts in the portal; 3) they get automatic reminders (including two hours before by SMS); 4) we mark them as Attended or No Show for the shift.

At any time, we can add events or change caps based on visitor demand. (Each term, when I post events on our public tour calendar, I create a duplicate set of events using a different template and put them in a different folder, which feed into the ambassador portal.)

Two less-than-great issues:  We need to figure out a way to limit ambassadors' ability to cancel their shift with less than 24 hours notice.  And also, querying/reporting individual volunteer data isn't very easy/clean (i.e., who hasn't volunteered for a tour this month).

I made a manual, with screen shots, FAQs, and other tips.  I'd be willing to share if anyone emails me directly.  Glad to answer any follow-up questions, too.




Message: 1
Date: Mon, 20 Nov 2017 17:17:11 +0000
From: "Kwan, Christopher" <Christopher.Kwan at lmu.edu<mailto:Christopher.Kwan at lmu.edu>>
To: "listserv at civsa.org<mailto:listserv at civsa.org>" <listserv at civsa.org<mailto:listserv at civsa.org>>
Subject: Re: [civsa] Slate Implementation
Message-ID:
        <9EC5168610F68948BFEF39C2CD8895B2A893E5 at hlmail20.lmumain.edu<mailto:9EC5168610F68948BFEF39C2CD8895B2A893E5 at hlmail20.lmumain.edu>>
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Hello,

I have only ever worked with Slate and it?s been amazing. I?m always looking for new and ingenious ways in which Slate can help us be more productive.

I had one question which I hope someone might be able to answer about Slate? Does anyone know of a way in which we can use Slate as a way to sign up our own students ? tour guides, ambassadors, panelists for events?

Thank you!

Christopher Kwan
Admission Counselor
Office of Undergraduate Admission



--
DAVID KOGLER
Associate Director
Office of Undergraduate Admission
FORDHAM UNIVERSITY
441 East Fordham Road
Duane Library, Room 203
Bronx, NY 10458
dkogler at fordham.edu<mailto:dkogler at fordham.edu>
Inquiries: 1-800-FORDHAM
Direct: 718-817-3704
Fax: 718-367-9404
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