---
title: Slate AI Campaign Email Integration Set Up
description: Integration configuration required for AI Campaign Emails to be sent from your Slate instance.
---

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February 27, 2026

# Slate AI Campaign Email Integration Set Up

## Integration configuration required for AI Campaign Emails to be sent from your Slate instance.

The following guide will walk you through the configurations to:

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

### **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 campaign emails. To accomplish this, Halda leverages a combination of Entities and Custom Fields to store Emails.

#### **Step 1: Create Email Entity**

If you are using Halda's AI Comeback Emails, you already should have a Halda entity with the correct settings. 

**Status:** Active

**Folder:** Choose/Create folder of your choice

**Name:** Halda Emails 

**Scope Insert:** Choose “person” scope

**Save Entity**

**![Slate\_Email\_Entity](https://info.halda.ai/hs-fs/hubfs/Slate_Email_Entity.png?width=670&height=297&name=Slate_Email_Entity.png)**

#### **Step 2:  Build and Scope Custom Fields**

If you have Halda's AI Comeback Emails, you will only need to build custom fields for "Campaign ID" and "Email ID".

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

**Save**

**![](https://info.halda.ai/hs-fs/hubfs/Scope_Custom_Fields-png.png?width=670&height=301&name=Scope_Custom_Fields-png.png)**

#### **Step 3: Build Deliver Mailing**

If you are using Halda's AI Comeback Emails, you can duplicate your current mailing and move on to [Step 5](https://info.halda.ai/knowledge/ai-campaign-email-integration-set-up#Step-5). 

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**

**![](https://info.halda.ai/hs-fs/hubfs/Deliver_Mailing-png.png?width=670&height=498&name=Deliver_Mailing-png.png)**

#### **Step 4: Build Mailing Recipient List**

1. **Name:** Name of your Choosing. We suggest “Halda {insert campaign name} Campaign Email Recipient List”
2. **List Type:** Include
3. **Type:** Configurable Joins
4. **Category:** Related
5. **Base:** Halda Emails\*
6. **Save**

\*If you do not see the name of your Entity displaying the **Base** dropdown, you may need to refresh your Configurable Joins Library.

**![](https://info.halda.ai/hs-fs/hubfs/Mailing_List-png.png?width=670&height=595&name=Mailing_List-png.png)**

#### **Step 5: Build Query**

Add the following export fields to your recipient list query:

1. First Name
2. Last Name
3. Email Address
4. Email Subject
5. Email Preheader
6. Email Body
7. Email ID
8. Campaign ID

#### ![](https://info.halda.ai/hs-fs/hubfs/Query_Exports-png.png?width=670&height=208&name=Query_Exports-png.png)**Step 6: Filters**

Add the following filters to your recipient list query:

1. Created Date (Halda Emails)
2. Created Date = Today  
   ![](https://info.halda.ai/hs-fs/hubfs/Query_Filters-png-1.png?width=670&height=235&name=Query_Filters-png-1.png)
3. Subquery Campaign ID Equals = {insert campaign id from the Halda app}

We assign a Campaign ID to each of your campaigns and will use this value as the filter for separating emails to the correct mailings. This ID is not saved until the campaign as a whole is saved. You will be able to find your campaign ID in the **AI Email Campaign card**. Click the three dots in the top right of the campaign card and select "Slate Integration." 

![Screenshot 2026-02-26 at 1.52.27 PM](https://info.halda.ai/hs-fs/hubfs/Screenshot%202026-02-26%20at%201.52.27%20PM.png?width=670&height=200&name=Screenshot%202026-02-26%20at%201.52.27%20PM.png)

Once in the Slate Integration section of the campaign, use the copy to clipboard button to copy your Campaign ID. 

![Screenshot 2026-02-26 at 1.52.46 PM](https://info.halda.ai/hs-fs/hubfs/Screenshot%202026-02-26%20at%201.52.46%20PM.png?width=670&height=302&name=Screenshot%202026-02-26%20at%201.52.46%20PM.png)

Add this value to the Campaign ID Equals subquery filter in Slate. 

![image (28)](https://info.halda.ai/hs-fs/hubfs/image%20(28).png?width=670&height=658&name=image%20(28).png)

#### **Joins**

Person

![](https://info.halda.ai/hs-fs/hubfs/Query_Joins-png.png?width=670&height=195&name=Query_Joins-png.png)

#### **Step 7: Edit Message**

1. **Sender:** Update sender to your preferred institutional email address
2. **Content Templates:** 
     1. Update message with your preferred email template
     2. Add required Halda Email Merge Field  0. This field will need to be manually typed into the content and then saved before showing as a merge field.
3. **Add Reply To (optional)**
4. **Save**

Campaign emails do not include a signature or sign-off.

Adding 'rawhtml' to the Halda-Emails-Body-Copy field is essential in order for Slate to properly parse and style the email content being sent from Halda. 

**![](https://info.halda.ai/hs-fs/hubfs/Edit_Message-png.png?width=670&height=476&name=Edit_Message-png.png)**

'Halda-Emails-Body-Copy | rawhtml' will not show as a merge field until you click the "Save" button in the bottom left corner. 

#### **Step 8: 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**

Halda will send emails over to Slate on the day it should send. The combination of configurations listed in this step ensure that each student can only receive one email per day from this mailing.

**![](https://info.halda.ai/hs-fs/hubfs/Send_Mailing_Configurations-png.png?width=670&height=568&name=Send_Mailing_Configurations-png.png)**

#### **Step 9: Import Halda AI Email Suitcase**

**Suitcase:** e0498798-9416-4c97-9787-11081016e8a7:hal

**The suitcase contains the following items:**

- Source Format (required)
- Web Services Based Email Reporting Query (required) 
    - For more information, visit this article: [**Slate Web Services Configuration Guide**](https://info.halda.ai/knowledge/slate-web-services-configuration-guide?hsLang=en)
- Email  Campaign Suppression Query (optional - but recommended) 
    - For more information, visit this article: [**Halda Email Campaign Suppression**](https://info.halda.ai/knowledge/halda-email-campaign-suppression?hsLang=en)

![](https://info.halda.ai/hs-fs/hubfs/Import_Suitcase-png.png?width=670&height=174&name=Import_Suitcase-png.png)

**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 your campaign mailing is selected. If it is not, select the mailing and hit "Save."

![Screenshot 2025-12-10 at 4.49.13 PM](https://info.halda.ai/hs-fs/hubfs/Screenshot%202025-12-10%20at%204.49.13%20PM.png?width=458&height=78&name=Screenshot%202025-12-10%20at%204.49.13%20PM.png)

#### **Step 10: Schedule Delivery Report Export**

**Status:** Active

**Destination:** Web Service (Remote)

**Endpoint:** Will be provided in the Halda app.

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

**Delimiter:** Comma (,)

**Headers:** Include header row

**Text Qualifiers:** Double quotes (")

**Line Endings:** \<Cr\>\<Lf\>

**Encoding:** Unicode (utf-8)

**Requested Delivery:** Select all available options.

**Requested Weekdays:** Select all available days.

**Requested Priority:** Normal Priority

---

### Additional Resources

- **[Slate Web Services Configuration Guide](https://info.halda.ai/knowledge/slate-web-services-configuration-guide?hsLang=en)**

- **[Halda Email Campaign Suppression](https://info.halda.ai/knowledge/halda-email-campaign-suppression?hsLang=en)**

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