CRM Request Form

All student recruitment activities and communications are managed through the university’s CRM, Slate by Technolutions. Please use this form to submit your request to our CRM Team.  If you have any questions about Slate, please email CRMComms@mail.niu.edu.

Hosting high school students? If your college or department is hosting a group of prospective undergraduate students, please choose "Event Creation" for request type below. Collecting the attendees information helps the university accurately account for prospective student visits to campus and allows us to continue to communicate with those students about NIU after their visit. Please see these detailed instructions for further assistance.

Requester Information

Email Address

First Name

Last Name

NIU Department or Office

When do you need this request completed? (Please allow at least 3 business days for all requests)

Project title (optional)

What academic level is this request for?

Undergraduate

Graduate

Both

Neither

What type of request would you like to submit?

User Access Request

Staff First Name

Staff Last Name

Staff Preferred First Name

Staff NIU Email Address

NIU A-ID

Staff Title

Staff Department

Please describe the type of access this staff member will need within Slate. Alternatively, if there is another staff member's access that should be duplicated please provide their name below.

Do you also need to remove access from a departing employee?

Which staff member(s) no longer needs access?

I acknowledge that access to Slate is provided for legitimate institutional business only. I will use Slate in accordance with institutional policies, applicable privacy and data-protection requirements, and my assigned job responsibilities.

I understand that I may access, view, export or update only the records and information necessary to perform my work. I will not:

Access records out of curiosity or for personal reasons.
Share my Slate credentials or allow another person to use my account.
Download, export or disclose data except as authorized for institutional purposes.
Use Slate data for unauthorized communications, decisions or activities as outlines in the NIU Mass Electronic Communications Policy.
Alter, delete or misuse data outside of my approved role and responsibilities.

I understand that Slate activity may be monitored and audited. Failure to comply with these expectations may result in removal of access and may be subject to additional institutional action.

By submitting this request, I confirm that I have read, understand, and agree to these appropriate-use expectations.

Call Job Request

When do you plan to start calling?

When do you plan to conclude calling?

Would you like to add a script?

Yes

No

Please copy and paste your script here:

Which staff member(s) will be calling? Please include First, Last, and A-ID/Z-ID.

What type(s) of student would you like to call? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to call: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to call: (Use CTRL+Click to select multiple options.)

Do you need training on using call jobs in Slate?

Yes

No

Additional Notes

Email Communication Request

When does the email need to be sent?

Would you like to provide text for the email?

Yes

No

Email Address that email will be sent from

Email Address that replies should go to (if different than sender)

Email Subject line

Email preview subject (optional)

Please copy and paste your email text here or email a word document to CRMComms@mail.niu.edu.

Email Signature (Who will be signing the email?)

Do you have an existing Slate query you'd like this email sent to?

Please provide a link

What type(s) of student would you like to email? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to email: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to email: (Use CTRL+Click to select multiple options.)

If there are specific majors/departments/colleges you'd like emailed please list:

Additional Notes

Text Communication Request

When does the text need to be sent?

Would you like to provide the text to be sent?

Yes

No

Please copy and paste the text to be sent here: (250 character limit)

What type(s) of student would you like to text? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to text: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to text: (Use CTRL+Click to select multiple options.)

Additional Notes

Event Creation Request

What is the date of your event?

What time does your event start?

What time does your event end?

When do you need the event created by?

Event Type

Event Title

Event Meeting Link

Event Location

What types of event emails do you need created?

Do you have content for your event emails?

Yes

No, but I plan to write them prior to the event

No, I would like to request assistance from the writing team

Do you plan to use a registration form from a similar event?

Yes

No

I'm Not Sure

What event's registration form would you like to use?

Registration Forms will always include:
First Name
Preferred First Name
Last Name
Date of Birth
Email Address

What additional questions would you like added to the registration form?

Would you like to request an admissions representative at your event? Someone from admissions will follow up with you to confirm availability.

Would you like to request a campus tour as part of your event? Someone from admissions will follow up with you to confirm availability.

How many guests do you expect on the tour?

Is there anything specific you would like covered on the tour? (Residence Hall Room, Classroom, etc.)

Would you like to request paper admissions materials/print materials for an in-person event? Someone from admissions will follow up with you to confirm availability.

What type of materials do you need?

Student List (Query) Request

What type(s) of student do you need in the list? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for student list: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for student list: (Use CTRL+Click to select multiple options.)

If you need the query to be refined further, please provide any additional information here

Report / Dashboard / Data Request

Is this a new report or an update of a previously created report?

Please provide a link to the previously created dashboard you would like updated

Please describe the information you need or the questions you want answered about prospective future students or current applicants. Basically, what do you need to know?

What type(s) of student do you need in the report? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for report: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for report: (Use CTRL+Click to select multiple options.)

Please note: MyNIU is the system of record for previously enrolled students. In many cases, the Slate Team may not be able to provide accurate information for previous semesters.

Additional Notes

Form Creation Request

What type of form do you need?

Request for Information Form

Student / Staff Data Entry Form

Workflow Form

Other

Is there another form you'd like copied?

Please provide a link to that form

What information do you need to collect with the form?

Are there any specific questions you want asked on the form?

Additional Notes

Physical Mailing (Letter, Postcard, Brochure, etc.)

What is the projected date for sending the mailing?

What are we mailing out?

What type(s) of student would you like to mail? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for mailing: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for mailing: (Use CTRL+Click to select multiple options.)

Additional Notes

Other

What do you need? (Please be as detailed as possible.)

Portal Updates/Requests

Is this a new portal or an update to an already existing page/portal?

What page/portal do you need updated? Please provide a URL.

What updated are needed? Alternatively, you can email a word document to CRMComms@niu.edu

Are you planning to copy an already existing portal or is this a completely new portal?

Please describe what you would the portal to look like. Alternatively, you can email a document to CRMComms@niu.edu