Go to Unibuddy
All Collections
I am an Administrator
I am an Administrator
Information and advice for university and college administrators
+6
198 articles in this collection
Written by
Ian Pierson,
Amy Downes,
Camille Vironda
and 6 others
Getting Started
How do I join Unibuddy?
Get registered to our platform to start experiencing the benefits of engaging the student community.
Written by
Amy Downes
Updated over a week ago
What information is needed to set up my platform?
Information needed to start building your system
Written by
Fahmida Monium
Updated over a week ago
Where should Unibuddy go on our website?
Creating visible communications for students and staff
Written by
Camille Vironda
Updated over a week ago
How do I access Unibuddy embed codes?
Integration codes for embedding Unibuddy features on your website
Written by
Ian Pierson
Updated over a week ago
How to drive traffic to your Unibuddy platform?
This article goes through how you can embed different elements on your website to maximise on engagement with your prospects.
Written by
Fahmida Monium
Updated over a week ago
How do I customize the Prospect sign-up form?
Collecting prospect data to help with data analysis.
Written by
Camille Vironda
Updated over a week ago
Is Unibuddy fully accessible in China?
Access to Unibuddy in China
Written by
Fahmida Monium
Updated over a week ago
Does Unibuddy work on all browsers?
Browser compatibility with the Unibuddy platform
Written by
Fahmida Monium
Updated over a week ago
Community
How to connect with students in Community?
Written by
Colin Corley
Updated over a week ago
How can I use Unibuddy Community throughout the academic year with my current students?
Written by
Colin Corley
Updated over a week ago
How to use Recommended Groups in Community?
Written by
Colin Corley
Updated over a week ago
How to turn off private groups in Community?
Written by
Colin Corley
Updated over a week ago
How to use GIFS in Community?
Written by
Colin Corley
Updated over a week ago
How to invite students to Community via Microsite Events?
Written by
Colin Corley
Updated over a week ago
How to delete a Community?
Written by
Colin Corley
Updated over a week ago
How to turn on/off direct messaging in Community?
Written by
Flaubert Djimeli
Updated over a week ago
How to report a user in Community?
Written by
Colin Corley
Updated over a week ago
How do Community Templates work?
Written by
Colin Corley
Updated over a week ago
Who can delete messages in Community?
Written by
Colin Corley
Updated over a week ago
I see a blank screen when accessing Community?
Written by
Colin Corley
Updated over a week ago
Can I have a Staff Ambassador in Community, but not on the Widget?
Written by
Colin Corley
Updated over a week ago
How to send a direct message in Community?
Written by
Flaubert Djimeli
Updated over a week ago
How to turn image sharing on/off in Community?
Written by
Colin Corley
Updated over a week ago
How to create a new Community?
Written by
Colin Corley
Updated over a week ago
Managing your Account
How to add/delete Admins in your University Dashboard?
Written by
Colin Corley
Updated over a week ago
How to manage your Degree List?
Written by
Colin Corley
Updated over a week ago
What are Unibuddy's recommended image sizes?
Recommended image sizes for all Unibuddy platforms.
Written by
Colin Corley
Updated over a week ago
I'm having problems logging into the Admin Dashboard?
Unable to login to your admin account
Written by
Fahmida Monium
Updated over a week ago
How do I log out?
Logging out of your account
Written by
Fahmida Monium
Updated over a week ago
How do I change my notification settings?
Turning my notifications on or off
Written by
Fahmida Monium
Updated over a week ago
How to track your visitor data using cookies?
Tracking analytics in Unibuddy with our cookie bot
Written by
Fahmida Monium
Updated over a week ago
How to leave Unibuddy product feedback?
Written by
Colin Corley
Updated over a week ago
How to get accented characters in CSV export to display correctly?
Written by
Fahmida Monium
Updated over a week ago
Why is my Data different in the Analytics section and the Buddies table?
Written by
Colin Corley
Updated over a week ago
Ambassador Management
Why is the Area of Study field blank?
Written by
Colin Corley
Updated over a week ago
How do I delete an Ambassador account?
Written by
Colin Corley
Updated over a week ago
How to export your Ambassadors' time spent?
Written by
Colin Corley
Updated over a week ago
Can deactivated Ambassadors still receive chats?
Written by
Colin Corley
Updated over a week ago
Why are some Ambassadors' time spent showing 0 in Timesheets?
Written by
Jack Johnson
Updated over a week ago
Can I add Roles and Departments for my Staff Ambassadors?
Written by
Colin Corley
Updated over a week ago
How do I export Ambassadors' time spent?
Written by
Colin Corley
Updated over a week ago
I can only see 'Major' in Degree Types?
How to activate more degree types.
Written by
Jack Johnson
Updated over a week ago
Multiple Areas of Study (Majors & Minors)
Written by
Colin Corley
Updated over a week ago
How to add Ambassadors to your Discover platform?
Written by
Colin Corley
Updated over a week ago
How is an Ambassador's Time Spent calculated?
Written by
Colin Corley
Updated over a week ago
Can Prospects under 16 use Unibuddy?
Written by
Colin Corley
Updated over a week ago
Can I set an age limit for Prospect sign up?
Written by
Colin Corley
Updated over a week ago
How should I recruit Ambassadors?
Some tips on how to select your Ambassadors
Written by
Georgia Horsley
Updated over a week ago
How can I train Ambassadors?
Train your ambassadors to make connections and positively represent your institution
Written by
Georgia Horsley
Updated over a week ago
How do I invite Ambassadors?
Written by
Georgia Horsley
Updated over a week ago
How do I activate and deactivate Ambassadors?
Managing your ambassadors when they are away or have withdrawn from their duties
Written by
Georgia Horsley
Updated over a week ago
How are Custom Fields ordered on the Prospect/Ambassador sign-up form?
Written by
Colin Corley
Updated over a week ago
How do I export my Buddies/Ambassadors to CSV?
Written by
Colin Corley
Updated over a week ago
What's the purpose of the 'undergrad' and 'postgrad' prompts on the Ambassador sign up?
Written by
Colin Corley
Updated over a week ago
Why does the number of conversations differ in the Conversation Management Inbox and Analytics?
Written by
Colin Corley
Updated over a week ago
What does the "Created" date mean in the prospects table?
Written by
Colin Corley
Updated over a week ago
How are content views calculated?
Written by
Colin Corley
Updated over a week ago
If an Ambassador is deleted, can a Student still see their conversation?
Written by
Colin Corley
Updated over a week ago
How do I customise ambassador profiles?
Tailor your ambassador profiles
Written by
Georgia Horsley
Updated over a week ago
How can I incentivize Ambassadors?
Reward your ambassadors for their efforts
Written by
Georgia Horsley
Updated over a week ago
How does Unibuddy keep Ambassadors safe?
Safety measures taken to protect Ambassadors
Written by
Georgia Horsley
Updated over a week ago
What is a Broadcast and how do I send one?
Mass emailing your Ambassadors to inform and connect with them.
Written by
Georgia Horsley
Updated over a week ago
Chat to Staff
Staff Ambassador can't log in to their account
Written by
Colin Corley
Updated over a week ago
How do I invite Staff to create an account?
Sending invitations to staff members
Written by
Georgia Horsley
Updated over a week ago
How do I manage and review Staff Chats?
Seeing staff chats on the platform
Written by
Fahmida Monium
Updated over a week ago
How do I customise the staff/ambassador welcome message?
Customising the staff welcome message
Written by
Amy Downes
Updated over a week ago
Can I use the same email address for my staff buddy account and Unibuddy admin account?
Using same email for staff & admin account
Written by
Georgia Horsley
Updated over a week ago
How do I embed staff profiles?
Embedding specific staff profiles to drive traffic
Written by
Amy Downes
Updated over a week ago
Can prospective students connect with staff members?
Connecting prospective users with staff members in your institution
Written by
Fahmida Monium
Updated over a week ago
What staff members and departments should be available to prospective students?
Ways to segment your staff profiles
Written by
Fahmida Monium
Updated over a week ago
Conversations and Social Content
Does Conversation Insights only track words that are part of the English language?
Written by
Jack Johnson
Updated over a week ago
How do I publish/unpublish content?
Written by
Colin Corley
Updated over a week ago
How do I edit content topics?
Written by
Colin Corley
Updated over a week ago
Can I edit Ambassador content?
Written by
Colin Corley
Updated over a week ago
Can I share a link to a piece of content?
Written by
Colin Corley
Updated over a week ago
How to intervene in an Ambassador Conversation
Written by
Colin Corley
Updated over a week ago
Can I intervene in an Ambassador Conversation?
Written by
Georgia Horsley
Updated over a week ago
Can you track Traffic Driver events using Google Tag Manager?
Written by
Colin Corley
Updated over a week ago
How do I send a custom response to a prospect?
Sending custom response to a prospect from admin view
Written by
Fahmida Monium
Updated over a week ago
How do I add content topics?
Students blogging to showcase and promote your university
Written by
Fahmida Monium
Updated over a week ago
How can I ensure social posts are authentic?
Tips for keeping your social posts authentic
Written by
Georgia Horsley
Updated over a week ago
How can I monitor ambassadors' conversations?
Managing conversations with prospects from your dashboard
Written by
Fahmida Monium
Updated over a week ago
How can I block a prospect?
Three ways to block a prospect from the platform
Written by
Fahmida Monium
Updated over a week ago
Does Unibuddy support other languages?
Communicating in other languages on the platform
Written by
Scherell
Updated over a week ago
What is the Question Suggestion System?
Question prompts to give prospects ideas of what to ask
Written by
Camille Vironda
Updated over a week ago
What is the prospect app?
Unibuddy app download for conversations
Written by
Ian Pierson
Updated over a week ago
Web Widget/Prospect Interface
Can I add a filter for Degree Types on my Widget?
Written by
Colin Corley
Updated over a week ago
Can we update our highlight/hex colour?
Written by
Colin Corley
Updated over a week ago
Why is the Web widget running slow or not loading?
Web widget seems slow or the Unibuddy platform is not loading
Written by
Fahmida Monium
Updated this week
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).
Written by
Fahmida Monium
Updated over a week ago
Why is my Degree Internal Buddy Card displaying all Buddies?
Written by
Colin Corley
Updated over a week ago
How do we get a PWA version of our widget?
Embedding the PWA version of the web widget to your university app
Written by
Fahmida Monium
Updated over a week ago
Traffic driver re-directing to a different page instead of the chat page?
Traffic driver re-direct not working
Written by
Fahmida Monium
Updated over a week ago
My traffic driver is directing to a blank page?
Traffic driver not showing data
Written by
Fahmida Monium
Updated over a week ago
When the Main Buddy Platform is embedded, can "Staff" be the default tab when the page is opened?
Written by
Colin Corley
Updated over a week ago
Live Events (Overview)
What is a Unibuddy Live Event?
Get students engaged by running a live event
Written by
Camille Vironda
Updated over a week ago
How to create a Microsite event?
Written by
Colin Corley
Updated over a week ago
How to create a Webinar event?
Creating a live event to engage your student community!
Written by
Colin Corley
Updated over a week ago
What's the safety of our virtual events?
Safeguarding and Moderation
Written by
Ian Pierson
Updated this week
Live Events (FAQs)
What happens if the recording does not start?
Written by
Colin Corley
Updated over a week ago
How to add Chat Rooms to Microsite events?
Written by
Colin Corley
Updated over a week ago
How to share your Powerpoint presentation?
Written by
Fahmida Monium
Updated over a week ago
How to record a Live Session on my Event?
Written by
Colin Corley
Updated over a week ago
How to edit a Live Event?
Editing an event before and after it has started.
Written by
Fahmida Monium
Updated over a week ago
How to download a Live Event Report?
Written by
Colin Corley
Updated over a week ago
How to invite prospective students to your Live Event?
Inviting prospects to a live event
Written by
Fahmida Monium
Updated over a week ago
How to invite Staff to participate in Live Events?
Inviting staff members to live events to engage with participants
Written by
Ian Pierson
Updated over a week ago
How to add a Live Stream?
Setting up a live stream and adding sessions
Written by
Fahmida Monium
Updated over a week ago
How to add hosts to your Live Stream?
Adding staff and student ambassadors to host your live stream
Written by
Georgia Horsley
Updated over a week ago
How to play pre-recorded video content within a Livestream (Chrome ONLY)?
Sharing pre-recorded content while hosting a Livestream.
Written by
Colin Corley
Updated over a week ago
Can I change the order of my Live Sessions on my Microsite?
Written by
Colin Corley
Updated over a week ago
For Live Sessions that run over two hours, will the recording be split?
Written by
Colin Corley
Updated over a week ago
How can I delete a Live Session recording?
Written by
Colin Corley
Updated over a week ago
Why are there multiple session recordings on the list?
Written by
Colin Corley
Updated over a week ago
Will attendees know if the event is recorded?
Written by
Colin Corley
Updated over a week ago
How to clone your Live Event?
Written by
Colin Corley
Updated over a week ago
What does the Live Event recording contain? Will the recording show the Event Chat?
Written by
Colin Corley
Updated over a week ago
How to pin a message?
Written by
Colin Corley
Updated over a week ago
Who can participate in Unibuddy Live Events?
People who can participate in a live event
Written by
Camille Vironda
Updated over a week ago
Can I live stream while using Safari or Firefox?
Written by
Colin Corley
Updated over a week ago
Why can't I share my application window for PowerPoint?
Microsoft Powerpoint sharing options for live streaming
Written by
Fahmida Monium
Updated over a week ago
Is there a test environment for Unibuddy Live Events?
Written by
Colin Corley
Updated over a week ago
Will there be an automatic warning before the Live Event ends?
Notifying participants before an event ends
Written by
Georgia Horsley
Updated over a week ago
What happens when a prospect signs up for a Live Event?
Written by
Colin Corley
Updated over a week ago
What themes make successful Unibuddy Live events?
Breaking down by themes to run events successfully
Written by
Fahmida Monium
Updated over a week ago
Can students receive calendar invites after registering for a Live Event?
Written by
Colin Corley
Updated over a week ago
What happens if the Live Event time overruns?
Written by
Colin Corley
Updated over a week ago
Does Unibuddy send reminder emails for upcoming Live Events?
Written by
Colin Corley
Updated over a week ago
Can we change the date on the Student registration email?
Written by
Colin Corley
Updated over a week ago
Can I see a list of prospects who signed up for a Live Event?
Report of who signed up for an event
Written by
Georgia Horsley
Updated over a week ago
Can we download a transcript of the Live Feeds afterward?
Accessing transcripts of the Live Feeds.
Written by
Georgia Horsley
Updated over a week ago
How far in advance should I create a Live Event?
When to create and event
Written by
Colin Corley
Updated over a week ago
How do I see how many prospects attended a live event?
Report on number of prospects that attended an event
Written by
Georgia Horsley
Updated over a week ago
Are there limitations on the size and functionality of Unibuddy Live events?
Limits and recommendations for live events
Written by
Fahmida Monium
Updated over a week ago
What should I do if an event link takes me to an error page?
Re-directed to an error page from an event
Written by
Georgia Horsley
Updated over a week ago
CRM Setup
How can I integrate our CRM with Unibuddy?
Written by
Colin Corley
Updated over a week ago
How to integrate Zapier with Unibuddy
Written by
Colin Corley
Updated over a week ago
How to integrate Slate with Unibuddy
Written by
Colin Corley
Updated over a week ago
How to integrate Power Automate with Unibuddy
Written by
Colin Corley
Updated over a week ago
How to integrate Make/Integromat with Unibuddy
Written by
Colin Corley
Updated over a week ago
Direct Integration (FAQs)
What data fields are sent over in the CRM integration data transfer?
Written by
Colin Corley
Updated over a week ago
There is no data transferring into my CRM/ data for certain fields aren't appearing.
Written by
Colin Corley
Updated over a week ago
Is my data automatically transformed?
Written by
Colin Corley
Updated over a week ago
Will Unibuddy send historical data or new leads?
Written by
Colin Corley
Updated over a week ago
Does Unibuddy run any automated tests for CRM integrations?
Written by
Colin Corley
Updated over a week ago
API Integrations
How does our Custom API integration work?
Written by
Scherell
Updated over a week ago
Zapier (FAQs)
What is the CRM Integration and how can Zapier help our insitution?
Zapier integration for your institution
Written by
Fahmida Monium
Updated over a week ago
Which CRM integrations are available on Zapier?
Written by
Colin Corley
Updated over a week ago
Do I need to pay to use Zapier or the CRM Integration on Unibuddy?
Pricing and costs for CRM Intergration
Written by
Fahmida Monium
Updated over a week ago
Is Zapier a two way integration?
Written by
Fahmida Monium
Updated over a week ago
What sign up information is available for me to send to my CRM via Zapier?
Sign up fields which you can send from Unibuddy to your CRM via Zapier
Written by
Fahmida Monium
Updated over a week ago
We use a CRM that does not have a native connection to Zapier. How can I connect Unibuddy to my CRM?
Using webhooks to connect to your CRM
Written by
Fahmida Monium
Updated over a week ago
Is it possible to use two Zapier links?
Written by
Colin Corley
Updated over a week ago
How do I update a CRM record if a lead record already exists?
Written by
Colin Corley
Updated over a week ago
I can see that there is a certain field in my prospect table, why can’t I send that to my CRM?
Selecting custom fields to send to your CRM
Written by
Fahmida Monium
Updated over a week ago
Authorisation for CRM app blocked on Zapier?
Unblocking restrictions on CRM app for use in Zapier
Written by
Fahmida Monium
Updated over a week ago
I can't see any/some objects or data sets listed?
Ways to get the data list and objects to appear in zap configuration
Written by
Fahmida Monium
Updated over a week ago
My zap isn't working, can you help?
Ways to fix a zap which won't trigger
Written by
Fahmida Monium
Updated over a week ago
How soon will a new user that signs up on Unibuddy appear in my CRM?
Data sync times between Unibuddy and your CRM
Written by
Fahmida Monium
Updated over a week ago
Is the use of the Integration GDPR compliant, what happens when a student deletes their account in Unibuddy?
GDPR Compliance for Integration with Unibuddy
Written by
Fahmida Monium
Updated over a week ago
Slate (FAQs)
Does the data in Slate come from the prospect signup form?
Written by
Colin Corley
Updated over a week ago
Is there a standard set of data that gets pulled through from Unibuddy to Slate?
Written by
Colin Corley
Updated over a week ago
Do we schedule something in Slate to pull information from Unibuddy on a regular basis?
Written by
Colin Corley
Updated over a week ago
Are Unibuddy chats stored on Unibuddy's site or within each student's timeline on Slate?
Written by
Colin Corley
Updated over a week ago
Can Unibuddy interactions be selected in a student’s timeline in Slate?
Written by
Colin Corley
Updated over a week ago
Will Slate have a standard Source Format for Unibuddy?
Written by
Colin Corley
Updated over a week ago
Will you show us how the Source Format should look?
Written by
Colin Corley
Updated over a week ago
How to add custom prospect fields to Slate Integration?
Written by
Colin Corley
Updated over a week ago
How do I map the Unibuddy applicant ID to a unique ID in Slate?
Written by
Colin Corley
Updated over a week ago
How do I add Community join interactions to a user record timeline in Slate?
Written by
Colin Corley
Updated over a week ago
Power Automate (FAQs)
Which CRM integrations are available on Power Automate?
Written by
Colin Corley
Updated over a week ago
Why is none of my test data showing in Zapier/Power Automate testing?
Written by
Colin Corley
Updated over a week ago
Why are duplicate records appearing in my CRM via Power Automate?
Written by
Colin Corley
Updated over a week ago
Unibuddy on UCAS
What is Unibuddy on UCAS?
Unibuddy integration with UCAS
Written by
Fahmida Monium
Updated over a week ago
Do buddies need different training to be on UCAS.com?
Difference between UCAS and Unibuddy ambassador training
Written by
Georgia Horsley
Updated over a week ago
Do all universities get equal weighting on Unibuddy on UCAS?
UCAS weighting for all universities
Written by
Fahmida Monium
Updated over a week ago
Coronavirus
Will Unibuddy’s support provisions be impacted?
Unibuddy Support team availability during COVID-19
Written by
Fahmida Monium
Updated over a week ago
How can Unibuddy help universities connect with their students during the Coronavirus outbreak?
Connecting with students during the pandemic through Unibuddy
Written by
Fahmida Monium
Updated over a week ago
How should we keep our ambassadors informed about Coronavirus?
Ways to keep your ambassadors informed on COVID-19
Written by
Georgia Horsley
Updated over a week ago
How can we promote Unibuddy to affected students?
Promoting the use of the Unibuddy platform to students
Written by
Fahmida Monium
Updated over a week ago
Best practice Tips (Premium Content)
How do the Implementation and Promotion work?
Best ways to promote your institution
Written by
Camille Vironda
Updated this week
Unibuddy for International Recruitment
Ways to increase your number of international students and the challenges this entails
Written by
Amy Downes
Updated over a week ago
Reducing Summer Melt
Challenges faced in the summer period
Written by
Amy Downes
Updated over a week ago
Proving ROI & Tracking Success
Measuring your return on investment with Unibuddy
Written by
Fahmida Monium
Updated over a week ago
Data Insights
What your future students really want to know!
Written by
Colin Corley
Updated over a week ago
Legal and Compliance
Is Unibuddy GDPR compliant?
Unibuddy's GDPR compliance agreements
Written by
Amy Downes
Updated over a week ago
Who owns user data on Unibuddy?
Data ownership rights on Unibuddy
Written by
Fahmida Monium
Updated over a week ago
What can the university do with prospective students' data?
Ways in which a university can process the data on its prospects
Written by
Camille Vironda
Updated over a week ago
What can Unibuddy do with prospective students' data?
Ways which Unibuddy can process prospect data
Written by
Camille Vironda
Updated over a week ago
Who has access to student ambassador data?
Student ambassador data access
Written by
Fahmida Monium
Updated over a week ago
Where is data from Mixpanel stored?
Mixpanel data storage
Written by
Fahmida Monium
Updated over a week ago
Do prospects opt in to marketing?
Opt in policy for marketing communications to prospective students
Written by
Fahmida Monium
Updated over a week ago
Discover Partner (FAQs)
Example User Stories
Unibuddy Discover
Written by
Colin Corley
Updated over a week ago
University Partner Dashboard
Unibuddy Discover
Written by
Colin Corley
Updated over a week ago
How to embed your Discover Hub
Unibuddy Discover
Written by
Colin Corley
Updated over a week ago
Ambassador Dashboard
Unibuddy Discover
Written by
Colin Corley
Updated over a week ago
Customize your Discover Hub
Unibuddy Discover
Written by
Colin Corley
Updated over a week ago
Early Access Program
How do prospects receive Content recommendations?
Written by
Colin Corley
Updated over a week ago