Slayte's Calls feature allows you to collect information from users, or Submitters, for a variety of purposes. For example, you can use Calls to gather articles, proposals, or papers for an event or publication.

Once submissions are received, they can be reviewed by designated Reviewers. You can set up the review process to fit your needs, from a general format with broad evaluation criteria and comments to a fully customized system with specific questions that generate a final score for each submission. For details on how to set up the review process, see our other articles.

Begin by creating the basic information for your Call, which will be visible to prospective submitters and help them understand the purpose, guidelines, and instructions.

1. From the Homepage, select Calls from either the card or the left navigation menu.
   
   
2. Select CREATE NEW CALL.
   
   
3. Enter a Name for the Call and a Description in the Introduction field.
   The description should clearly outline the Call’s purpose, guidelines, and submission instructions.
   
   
4. Select a Category to group related Calls together on the Calls page and allow you to group and organize your calls based on criteria that make sense for your organization,  for example, by topic, department, year, or event type.
   
   We have a separate article to modify this after the call is created here: Call Categories
5. Select NEXT to move to the configuration stage.

Here you can configure the Call’s appearance, communication preferences, review rules, and the time zone used for deadlines for submissions and reviews.

Upload Banner Image: Select or import a logo or image to appear on your Call page. The recommended dimensions are 4:1 (for example, 1600 × 400 pixels).
Communication Settings: Enable or disable automated notifications. Submitter Communication: Enabled by default; deselect the checkbox to turn off notifications. Reviewer Notifications: Enabled by default; deselect the checkbox to turn off notifications.
Review Settings: Choose manual or automatic review workflows; enable or disable blind reviews (hide submitter identity from reviewers); enable or disable shared reviews (allow reviewers to see each other’s feedback). To know more about the assigning reviewers, please visit this article: Assign Reviewers
Time Zone: To change from the default, delete the current value to open the drop-down list of time zones or type to search.

The template defines how submissions and reviews will be collected and managed. You can have one or multiple phases.
To learn more about Additional Phases, please visit this article: Add an Additional Phase

1. Select Add Submission Phase, then select EDIT.
   
   Optionally rename the phase and add a description to it (recommended for multi‑phase calls).
   
   
2. Set the start and end dates for submissions.
   Avoid overlapping dates across multiple submission phases; the system will not let you save a new phase if it overlaps with the timeframe of another phase.
   
   
   
3. Choose an existing Submission Form or select Create FORM to create a new form for this phase.
   
   To learn more about what fields are available, please visit this article: Form Builder Field Options.
   
   
4. Optionally allow authors to add co‑authors.
   
   You can change the label for “Primary Author,” allow co‑author search by email, allow adding new users as co‑authors, and enable co‑author opt‑in. We have an article that goes more in dept on these settings here: Allow Co-Author Collaboration
   
   
5. Complete submission settings.

• Who can submit: Set access restrictions for the types of users who can submit to this phase.
  Learn more here: Who can Submit ? - Managing submission restrictions
• Name Generator: Choose how submissions are identified (running number, color, random number, or a value from a form field).
  Learn more here: Name Generator Field
• Payment Option: Require payment for submission if needed; choose a processor (Impexium or Stripe) and select the product to use.
  Learn more here: Price setup for submissions
• Withdrawal: Depending on your Call requirements, as an Administrator, you can allow or restrict submitters to withdraw their submissions on a per-submission-phase basis. To do so, you can select the option:
  
  
• Submission Limits: Set the maximum number of submissions per user.
  By default, the number is set to 1.
  
  
  
• Editing: Select if you would like the submitters to be able to make edits after a submission is created; by default, the edit timeframe will be the same as the submission window. However, you have the option to set up an earlier date to end the "editing window."
  
  

6. Complete the Communication with Submitters section.
   You can learn more here: Call Configuration: Communication Settings

1. Select Add Review Phase, then select EDIT.
2. Select the Times button and enter the dates when reviews will be accepted.
3. Create the Review Form. - Learn more here: Create a Review Form

• Title: Enter a clear title for the review form.
• Criteria: Add review criteria. See Reviewer Field Definitions.
• Save: Select SAVE THIS FORM when finished.

4. Validate the review settings and complete the Communication with Reviewers section.
5. Select NEXT to go to the Summary section.

1. Review all configured details and settings.
2. Select CREATE CALL to finalize.

After creating your Call, by default, it is not active even if the Submission window selected is in a past date or the day of the call being created.
You need to activate it by following these steps:

1. Navigate to the About page and select EDIT.
   
   
2. Enable the toggle to release the Call to submitters and reviewers.
3. Enable the Public toggle to make the Call visible to unregistered users.
   
   
4. Select SAVE.