How-to Guides and FAQs
Everything you need to see success with Unibuddy
By Amy and 1 other2 authors45 articles
Customising your Chat platform
Tailor your Chat platform to make the most impact with your prospective students
- How to Manage your Degree/Program ListAdding Degree Levels, adding new Degrees and Programs, activating and deactivating Degrees and exporting your Degree List
- Can I Add a Custom Filter to my Chat Platform?Highlight the diversity of your ambassadors and amplify the user experience on your Chat platform
- Customising Ambassador Profile FieldsUpdating Buddy card profile fields on the Chat platform and traffic drivers
- How do I customise the automated Ambassador welcome message?Customising the student or staff welcome message - automatically sent to prospects when they sign up to chat with an Ambassador
- When the Main Buddy Platform is embedded, can "Staff" be the default tab when the page is opened?
- Quick wins for optimising your Chat platformTips and tricks to get the most out of your Unibuddy Chat platform - from UTM source parameters to GIF profile images
Ambassador Management
Managing your Ambassador program: from onboarding to timesheets
- Tools to Aid your Ambassador Program: An OverviewOur top tips for managing a successful ambassador program - based on tools available in your Unibuddy dashboard
- Onboarding your New Ambassadors: Training and InvitingA step-by-step guide to how to train your Buddies, and invite them to create their account
- How Can I Edit Student and Staff Ambassador's Profile Details?How to edit or update information on your ambassador's profiles
- 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?
- Nudging AmbassadorsRead on to see how you can use Manual & Automatic Nudges for faster responses to help keep conversations moving so prospective students aren’t left waiting for a reply.
- Viewing Ambassador Out of Office statusAmbassadors can let students know when they are unavailable and avoid unanswered message
- How can I resolve conversations on my Ambassador's Dashboard?Ambassadors have this exciting feature to resolve and unresolve conversations.
- Training Ambassadors for UnibuddyNow that you’ve recruited your A-team of ambassadors, it's time to empower them with the knowledge they need to be successful.
- Can an Ambassador Change their Email Address?Updating email addresses for Unibuddy student and staff Ambassadors
- Unibuddy Ambassador app: your Buddies' one-stop-shopThe Unibuddy Ambassador App: A Better Experience for Your Ambassadors
- Adding Saved Answers for your AmbassadorsA quicker way for Ambassadors to respond with clear and consistent information
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 create new SpacesIntroducing Spaces in Community: what are they, what new features can you expect, and how do you create one?
- 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
- How to Use Community To-Do AnalyticsLearn how to understand and measure engagement with your university To-Dos in Unibuddy Community.
- How to use Updates in Unibuddy CommunityA step-by-step guide to posting Updates - who can share them and how
- Community: Managing Student Spaces RequestsA step by step guide to reviewing and approving student requested Spaces in your Community
- Community: Ambassador-generated ContentYour Content carousel - visible to students exploring your Community
- Community: Moderation and safeguarding featuresAn overview of the safety and reporting functions in Unibuddy Community
- When should I shut down my Community?Best practices on closing, or sunsetting, your Community at the end of the cycle.
- Community GamificationCommunity Gamification introduces light-touch rewards that encourage students to return, participate and stay engaged throughout the recruitment journey.
Unibuddy Content: Blogs and video
Guides to managing your blog and video Content
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
- Unibuddy App Lead Generation NetworkHarnessing the scope of the Unibuddy network for powerful lead generation, in our student-facing app
- Understanding Your Bi-weekly Chat Insights Digest
- How to track your visitor data using cookies?Tracking traffic analytics for your Unibuddy platform with our cookie bot
- How do I export my Buddies/Ambassadors to CSV?
- Generating Application InsightsLearn how to upload student application data into the University Dashboard and view conversion insights.
- How to use Unibuddy’s Lead Attribution feature?Nurture leads by tracking your marketing efforts and gaining visibility in your dashboard and CRM systems (optional).
Safety, privacy and compliance
Your questions answered on the data we collect, and how it is used