I am an Administrator

Information and advice for university and college administrators

+6

196 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 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 this week

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

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

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

Web widget is running slow or not loading?

Web widget seems slow or the Unibuddy platform is not loading

Written by Fahmida Monium
Updated over a week ago

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 Experience?

Written by Colin Corley
Updated over a week ago

How to create a Webinar Experience.

Creating a live event to engage your student community!

Written by Colin Corley
Updated over a week ago

Virtual Events Safety

Safeguarding and Moderation

Written by Ian Pierson
Updated over a week ago

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 this week

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 this week

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)

Implementation and Promotion

Best ways to promote your institution

Written by Camille Vironda
Updated over a week ago

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