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Step 1: Platform Requirements

This is what we need from you so that we can build your Unibuddy Chat platform

Ian Pierson avatar
Written by Ian Pierson
Updated today

To get your Unibuddy platform set up, you’ll need to provide five key requirements:

1. Course / Program List 📋

This defines which study options prospects can choose from when they create their profile to speak with an ambassador - and also which courses and programs your ambassadors can choose to list on their profile.

Here are some tips for submitting your program list:

  1. Submit as a single CSV file.

  2. Include all courses/programs at every study level.

  3. Place subject and study level (e.g. Bachelor’s, Graduate, MSc) in separate columns.

    See the below examples.

Mechanical Engineering

MSc

History of Art

BA (Hons)

Liberal Arts

Bachelor

Smart Robotics

Graduate

2. Logos ༕

Your logos are displayed across the Unibuddy ecosystem (email notifications, University Dashboard, Ambassador app, Student app, Chat platform on desktop and mobile, and your Community, if applicable).

Please provide the following:

  • Full-colour logo: PNG, minimum 200px wide/tall

  • White reversed logo: PNG, minimum 200px wide/tall

  • Square logo: JPEG - Ensure the height and width are the same for best results - minimum 200px (commonly used for social media)

3. Hex code Colour (Branding Colour) 🌈

Your brand colour ensures your Chat platform blends seamlessly with your website.

  • Provide a hex code (e.g. #FF5733).

  • Choose a mid-density colour — not too light, not too dark.

  • This is often your website’s secondary brand colour.

4. Administrator List 👩🏽‍💼

Provide the following details of the team members who should have access to your University Dashboard:

  • First name

  • Surname

  • Email address

These will be team members who will need to participate in any tasks or activities within your internal University Dashboard, which include managing buddies/ambassadors, reviewing and approving Content, reviewing data and analytics, or acting on moderation tasks.

⚠️ Important notes:

  • Only one email address per user is allowed. If an admin also needs a staff ambassador account, they’ll need a different email address.

  • Alternatively, you can create team admin accounts (e.g. [email protected]) and reserve personal university emails for staff ambassador accounts.

Typical roles with dashboard access include:

  • Ambassador Manager(s)

  • Web Manager

  • CRM Manager

  • Marketing Team

  • Events Team

5. Privacy Policy 🕵

Your privacy policy is included in the Unibuddy sign-up process so users understand how their data is processed and stored.

  • Provide the URL to the privacy policy on your website.

🪜 Next Steps:

  1. Share these five requirements with your Onboarding Manager or Customer Success Manager via email (or the online form link provided).

  2. Once received, the Unibuddy team will build your platform.

  3. When your University Dashboard is ready, each administrator on your list will receive an automated email to set their password and log in here.

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