When to use this guide
If you’re preparing a student list to share with CollegeVine and all the required data exists in a single object in Slate—such as the Person table—then you can use a basic query. Basic queries are fast, straightforward, and ideal for:
Exporting names and contact info
Sending pre-filtered leads from a single data source
Simple outreach segments based on demographic or academic data already tied to the base
If your data spans multiple tables—for example, if you need to filter by application status, test scores, or event attendance—you’ll need to build a configurable join query instead.
See our Configurable Join Query Guide for that setup.
What is a basic query?
A basic query in Slate is a report built from a single table. This makes it a good fit when:
You only need fields stored directly on the Person record (or another single object)
You do not need to pull in related data from other records like Application, Test Scores, Event Registrations, or Interactions
Typical use case for CollegeVine
You want to send CollegeVine a list of prospective students where:
All data is already stored directly in a single table
You’re filtering by criteria like class year
You aren’t using application status, event attendance, or checklist items as part of your segmentation
Step-by-step: Build a basic Slate query
Step 1: Open the query builder
Log in to Slate.
Go to Queries
Click New Query.
Step 2: Name your query and select your base
Use a clear name, like:
“CollegeVine Leads – Class of 2026”
Optionally add a description (e.g., “Leads for AI Recruiter, filtered by GPA”)
Choose your query’s base (the table where the information lives)
Click Save
Step 4: Add filters
Use filters to define who should be included in your lead list to send to CollegeVine.
Examples:
Class Year IN 2026, 2027
GPA > 3.5
Intended Major = Engineering
To add a filter:
Click Add Filter
Search for the field (e.g., “Class Year”)
Set your criteria
Click Save
Step 5: Add export fields
These are the fields CollegeVine will receive in your upload.
To add an export:
Click Export
Search for and select the fields you want to include in your export
Click Save
Step 6: Schedule your export
Check out our Slate integration guide for information on how to schedule your export
Basic vs. configurable join queries: Quick guide
Use a basic query if... | Use a configurable join query if... |
All required data is in a single table | You need fields from multiple tables (e.g., Application, Test Scores, Events) |
You only need basic filters (e.g., class year, zip code) | You need advanced filters like "Application Status = Incomplete" |
Your goal is a quick, flat export of leads | You’re segmenting based on cross-table relationships |
Need more flexibility?
If your lead list depends on filters or data from other records—like Application Status, Event Attendance, or Test Score Ranges—you’ll need a more advanced query structure.
Jump to our Configurable Join Query Guide to get started.
For more assistance, please contact your CollegeVine partnerships team.