How-to Guides and FAQs
Everything you need to see success with Unibuddy
Customising your Chat platform
Tailor your Chat platform to make the most impact with your prospective students
Customising Ambassador Profile FieldsUpdating Buddy card profile fields on the Chat platform and traffic drivers
How do I customise the staff ambassador welcome message?Customising the staff welcome message
Ambassador Management
Managing your Ambassador program: from onboarding to timesheets
Managing your Ambassadors: How to Activate, Deactivate, Delete and UpdateYour guide to the day to day of ambassador management: activating, deactivating, or deleting accounts, and editing profile details
Can I add Roles and Departments for my Staff Ambassadors?How to update or edit Staff Ambassador Role or Department
How is an Ambassador's Time Spent calculated?An overview of how Ambassador tasks and activities are tracked and recorded in their Time Sheets
What is 'Research Time' in the Ambassador Time Sheet?Explaining the 'Research time' function in ambassador timesheets: why and when would an ambassador use this?
Troubleshooting
Something not working as expected? Find solutions here!
Troubleshooting: Blank Area of Study fieldHere's why Area of Study might not be pulling through to your CSV export or CRM for all prospects
Troubleshooting: Drupal - How to avoid removing script tags from the embed codeTips for embedding Unibuddy if you use Drupal
Managing your Community
Your one stop shop for FAQs, tips and tricks
How do I access my Community as an admin?If you'd like to be active in your Community as a University Admin, follow these simple steps
How to use Unibuddy To-DosThis article is for you if you need a step-by-step guide to adding high impact To-Dos in Unibuddy Community
Community: Managing student group requestsA step by step guide to reviewing and approving student requested groups in your Community
Community: Ambassador-generated ContentYour Content carousel - visible to students exploring your Community
How to use Updates in Unibuddy CommunityA step-by-step guide to posting Updates - who can share them and how
Student insights and data
Analytics and reporting at your fingertips
A guide to your dashboard analyticsYour Unibuddy Dashboard data analytics: how to use them, what data you have access to, and how to export data for reporting purposes
Prospect Lead Data PointsA breakdown of the CRM data points you'll receive when a prospect signs up to your Unibuddy Chat platform
How do I export my Buddies/Ambassadors to CSV?
Safety, privacy and compliance
Your questions answered on the data we collect, and how it is used
How Unibuddy Collects and Stores Student DataFind out more about the data we collect and store and why, and best practices for you as a university using Unibuddy
๐ AI Moderation on the Unibuddy Widget
The Importance of Permission