To ensure consistency, efficiency and accuracy across all Slate forms used for marketing and recruitment, the Division of Marketing & Communications (MarComm), Office of Student Enrollment Communications (OSEC), Graduate School and Center for International Education (CIE) have established a formal structure for form ownership, setup and maintenance. <\/p>\n\n\n\n
Responsibility for Slate form management includes the following activities, which ensure forms remain accurate, functional and aligned with institutional needs. <\/p>\n\n\n\n
The following table outlines form management responsibilities. <\/p>\n\n\n\n When creating or editing Slate forms, form owners must use system prompts for all standard fields. <\/p>\n\n\n\n Form managers should use prompt conditions to customize the values that show up in fields. For example, they may do this to have only certain majors or programs appear on a form. <\/p>\n\n\n\n Form managers should use prompt conditions sparingly and only when there is a clear marketing need. When used, the form manager is responsible for reviewing the prompt conditions each semester and making sure they still serve their purpose. <\/p>\n\n\n\n Prompt overrides are not permitted. Use prompt conditions instead to customize form fields. <\/p>\n\n\n\n The Center for International Education has requested that all new RFI\/Web forms include this question: Do you need a student visa to study at 51ÁÔÆæ? Inclusion will allow 51ÁÔÆæ to identify students who should go into a comm flow for international students. <\/p>\n\n\n\n Existing forms do not need to be retrofitted with this question, but if a form is being updated, please use the opportunity to add the question.<\/p>\n\n\n\n These fields must be used on all undergraduate forms: <\/p>\n\n\n\n When possible, add these fields to undergraduate forms: <\/p>\n\n\n\n These fields must be used on all undergraduate forms: <\/p>\n\n\n\n When possible, add these fields to graduate forms: <\/p>\n\n\n\n All prospective students should receive some type of confirmation when they submit a form. Ideally, they would be redirected to a web page that confirms their submission and<\/strong> they would receive a confirmation email. <\/p>\n\n\n\n Some programs use a Day 0 email instead of a confirmation email. This approach creates a risk: if a form is submitted during a specific window, no email is sent. Unless there is a clear need for a Day 0 email, programs should use a confirmation email. <\/p>\n\n\n\n Confirmation emails should be separated for graduate and undergraduate audiences. Content should be broad enough to apply to students interested in any of the programs listed on the page. <\/p>\n\n\n\n As a best practice, have graduate confirmation emails reviewed by the graduate recruitment lead in the Graduate School Office of Graduate Education (Elizabeth Farrow). Submit a ticket<\/a> to have undergraduate confirmation emails reviewed by the Office of Student Enrollment Communications. <\/p>\n\n\n\n As a best practice, update the admin notify email field so form submissions trigger an alert for someone who can follow up personally. This may be a recruiter, program director or another staff member knowledgeable about the program and able to provide 1:1 outreach. <\/p>\n\n\n\n MarComm\u2019s Web team will conduct an annual audit of uwm.edu to create\/update an index of active Slate forms. It will document web page locations in the Slate notes field. <\/p>\n\n\n\n Managing units should review forms within their purview at least annually, retiring those no longer in use and updating any form fields with prompt conditions as needed. <\/p>\n\n\n\n Form managers should review confirmation emails at least annually and update them as needed. Rich content (photos, video) in confirmation emails should be no more than three years old. <\/p>\n\n\n\n For photos, use the date the photo was take to determine its age. As a best practice, note the date the photo was taken in the file description before uploading to Slate. <\/p>\n\n\n\n For videos, use the date it was uploaded to YouTube to determine its age. <\/p>\n\n\n\n Submit a ticket using the MarComm Intake Form<\/a> for updates to Slate forms managed by MarComm. <\/p>\n\n\n\n For forms managed by Office of Student Enrollment Communications (OSEC), submit a ticket using their intake form<\/a>. <\/p>\n\n\n\nSlate Forms Folder<\/strong> <\/td> Responsible Unit<\/strong> <\/td> Comments<\/strong> <\/td><\/tr> Marketing landing pages<\/a> <\/td> MarComm<\/td> <\/td><\/tr> School\/College Request for Information Forms<\/a> <\/td> MarComm<\/td> <\/td><\/tr> Academic Short RFI Forms<\/a> <\/td> MarComm<\/td> <\/td><\/tr> MarComm Sponsored Events<\/a> <\/td> MarComm<\/td> <\/td><\/tr> Dual Enrollment<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> Orientation<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> OSEC<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> Slate Captions<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> Undergraduate Admissions<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> Undergraduate Recruitment<\/a> <\/td> Office of Student Enrollment Communications (OSEC) <\/td> <\/td><\/tr> Graduate School Events<\/a> <\/td> Graduate School <\/td> <\/td><\/tr> Graduate School<\/a> <\/td> Graduate School <\/td> <\/td><\/tr> International Education<\/a> <\/td> Center for International Education <\/td> <\/td><\/tr> Reader review<\/a> <\/td> No manager required. Subfolders managed by OSEC, Graduate School and CIE. <\/td> Reader forms are used to process applications. <\/td><\/tr> School\/college event and unit-specific special needs forms<\/a> <\/td> No manager required. Schools\/colleges will manage their own forms\/items. <\/td> OSEC will review items in this folder periodically and do outreach if it seems like one needs to be retired. <\/td><\/tr> Templates<\/a> <\/td> No manager required. Subfolders managed by OSEC, Graduate School and CIE. <\/td> <\/td><\/tr> Virtual Tour<\/a> <\/td> MarComm<\/td> <\/td><\/tr> Widgets<\/a> <\/td> No manager required. Subfolders managed by OSEC, Graduate School and CIE. <\/td> <\/td><\/tr> Reply forms<\/a> <\/td> No manager required. Subfolders managed by OSEC, Graduate School and CIE. <\/td> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Form Creation <\/h2>\n\n\n\n
Use System Prompts <\/strong><\/h3>\n\n\n\n
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Use Prompt Conditions to Customize <\/strong><\/h3>\n\n\n\n
Prompt Overrides <\/strong><\/h3>\n\n\n\n
Screening for International Inquiries <\/strong><\/h3>\n\n\n\n
Form Fields <\/strong><\/h3>\n\n\n\n
Undergrad Required Fields <\/strong><\/h4>\n\n\n\n
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Undergrad Preferred Fields <\/strong><\/h4>\n\n\n\n
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Graduate Required Fields <\/strong><\/h4>\n\n\n\n
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Graduate Preferred Fields <\/strong><\/h4>\n\n\n\n
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Fields That Should Not Be Used on Graduate Forms<\/strong><\/h4>\n\n\n\n
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Confirmation Emails<\/strong><\/h3>\n\n\n\n
Admin Notifications <\/strong><\/h3>\n\n\n\n
Ongoing Form Maintenance <\/h2>\n\n\n\n
Annual Form Audit <\/strong><\/h3>\n\n\n\n
Annual Form Review<\/strong><\/h3>\n\n\n\n
Annual Confirmation Email Review<\/strong><\/h3>\n\n\n\n
Requests for Form Updates<\/strong><\/strong><\/h3>\n\n\n\n