Slate AI Student Recruiter Email Set Up

The following guide will walk you through the configurations to:

1. Import and Send Halda Emails within Slate
2. Export Email Performance into Halda’s Application for Reporting
3. Test the Full Process 

We expect the entire process to take about 45 minutes to complete. Please contact your Account Manager and/or Austen Kelso (Product Manager) at austen@halda.ai for questions or assistance.

Configuring Slate Instance

The following section will walk you through the process of configuring Slate to receive emails from Halda and create the mailing to send individualized, behaviorally triggered Comeback Emails. To accomplish this, Halda leverages a combination of Entities and Custom Fields to store Emails.

Step 1: Create Email Entity  

Status: Active

Folder: Choose/Create folder of your choice

Name: Halda Emails 

Scope Insert: Choose “person” scope

Save Entity

Step 2:  Build and Scope Custom Fields  

Create New Fields in the Field Editor. Build fields for Email Subject, Email Pre-header, and Email Body

Status: Active

Scope Category: Related

Scope: Halda Emails 

ID: email_subject

Name: Email Subject

Folder: Choose/Create Folder of your choosing

Field Type: Free Text

Unique for Merging: Do not use value for merging

Repeat this this step for Email Pre-header and Email Body fields

Save

Step 3: Build Deliver Mailing

Create New Deliver Mailing

Name: Choose your own name. We suggest “Halda Comeback Email”

Folder: Create/Choose folder of your choosing

Method: Email

Opt out: Allow Unsubscribe

UTM Tracking: Enabled. Source: halda | Medium: email | Campaign: comeback_email

Save

Step 4: Build Mailing Recipient List

Name: Name of your Choosing. We suggest “Halda Comeback Email Recipient List”

List Type: Include

Type: Configurable Joins

Category: Related
Base: Halda Emails

*If you do not see the name of your Entity displaying the Base dropdown, you may need

to refresh your Configurable Joins Library

Save

Step 5: Build Query

Exports

First Name

Last Name

Email Address

Email Subject

Email Preheader

Email Body

Filters

Created Date (Halda Emails)

Created Date = Today

Joins

Person

Step 6: Edit Message

Sender: Update sender to your preferred institutional email address

Content Templates:

• Update message with your preferred email template
• Add required Halda Email Merge Field  {{Halda-Emails-Body-Copy | rawhtml}}
• Insert preferred signature/signature block for your emails 

Add Reply To (optional)

Save

Step 7: Send Mailing Configurations

Frequency: Send mailing on a recurring basis

Weekdays: Select all days of the week

Timing: Send During Delivery Window 

Delivery Window: Select all windows except “Overnight”

Deduping: Allow recurring delivery of this message to the same recipient 

Send once every “1” Days”

Save Settings

Step 8: Import Halda AI Student Recruiter Suitcase 

Suitcase: e0a06a40-e244-40f2-8b5d-d1f95cee5a91:hal

The suitcase contains the following items:

• Halda Email Source Format
• Halda Email Reporting Query (For scheduled export back to Halda’s Application)

Filter Check: Open the Halda Email Reporting Query, select "Edit," and scroll down to the filters section. Click the "Edit" icon on the mailing filter in place and search for Halda in the list of mailings. Verify that this mailing is selected. If it is not, select the Halda Comeback Email mailing and hit "Save."

Step 9: Schedule Email Performance Export 

Navigate to the imported “Halda Comeback Email Reporting Query” and configure export schedule and format

Status: Active

Destination: Technolutions SFTP

Path: /outgoing/halda/email/comeback_email_%FT%T.csv

Encryption: Secure Transfer

Notifications: No notifications

Format: Delimited (tab-delimited, CSV, etc.)

Delimiter: Comma (,)

Headers: Include Header Row

Text Qualifiers: Double Quotes

Line Endings: <Cr><Lf>

Encoding: Unicode (utf-8)

Suppress Empty: Allow Empty Files

Requested Delivery Window: Choose window. We suggest at least once every 24 hours

Configuring Halda Instance

The following section will walk you through the process of configuring your Halda account to generate and send emails to your Slate Instance as well as test the full process.

Step 1: Export Email Content Configuration 

Navigate to your active Slate Integration within the “Integrations” module of Halda. Edit “Export Email Content” within Configure Integration Type

Assign field names for your Email CSV File Export. These fields will contain the information needed to pass emails and students record information for matching purposes. 

You can add additional fields as required.

Save

Step 2: Create Test Email

Using the “Create Test Email” button you can now test the Halda and Slate Email Integration. Add up to 5 Slate Test records (First Name, Last Name, and Email). 

Halda will produce a Sample Email. This email will be dropped in your incoming/halda/email source directory for processing. If Slate is successfully configured  - these emails should display within your Halda Comeback Emails Deliver Mailing preview within 15 minutes. 

Step 3: Configure Email Metrics Import

Navigate to your Active Slate Integration and edit “Import Email Metrics”. This will configure Halda to import the query you set to export in Step 5 of “Configure your Slate Instance”

Select a frequency and assign the Source Directory as /outgoing/halda/email.