I am an Administrator

Information and advice for university and college administrators

Ian Pierson avatar Amy Downes avatar Camille Vironda avatar +6
196 articles in this collection
Written by Ian Pierson, Amy Downes, Camille Vironda and 6 others
Ambassador Management

Why is the Area of Study field blank?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I delete an Ambassador account?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to export your Ambassadors' time spent?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can deactivated Ambassadors still receive chats?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Why are some Ambassadors' time spent showing 0 in Timesheets?

Jack Johnson avatar
Written by Jack Johnson
Updated over a week ago

Can I add Roles and Departments for my Staff Ambassadors?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I export Ambassadors' time spent?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

I can only see 'Major' in Degree Types?

How to activate more degree types.
Jack Johnson avatar
Written by Jack Johnson
Updated over a week ago

Multiple Areas of Study (Majors & Minors)

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to add Ambassadors to your Discover platform?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How is an Ambassador's Time Spent calculated?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can Prospects under 16 use Unibuddy?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can I set an age limit for Prospect sign up?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How should I recruit Ambassadors?

Some tips on how to select your Ambassadors
Georgia Horsley avatar
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
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How do I invite Ambassadors?

Georgia Horsley avatar
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Managing your ambassadors when they are away or have withdrawn from their duties
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How are Custom Fields ordered on the Prospect/Ambassador sign-up form?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I export my Buddies/Ambassadors to CSV?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

What's the purpose of the 'undergrad' and 'postgrad' prompts on the Ambassador sign up?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Why does the number of conversations differ in the Conversation Management Inbox and Analytics?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

What does the "Created" date mean in the prospects table?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How are content views calculated?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

If an Ambassador is deleted, can a Student still see their conversation?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I customise ambassador profiles?

Tailor your ambassador profiles
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How can I incentivize Ambassadors?

Reward your ambassadors for their efforts
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How does Unibuddy keep Ambassadors safe?

Safety measures taken to protect Ambassadors
Georgia Horsley avatar
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.
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago
Conversations and Social Content

Does Conversation Insights only track words that are part of the English language?

Jack Johnson avatar
Written by Jack Johnson
Updated over a week ago

How do I publish/unpublish content?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I edit content topics?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can I edit Ambassador content?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can I share a link to a piece of content?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to intervene in an Ambassador Conversation

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can I intervene in an Ambassador Conversation?

Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

Can you track Traffic Driver events using Google Tag Manager?

Colin Corley avatar
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
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

How do I add content topics?

Students blogging to showcase and promote your university
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

How can I ensure social posts are authentic?

Tips for keeping your social posts authentic
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How can I monitor ambassadors' conversations?

Managing conversations with prospects from your dashboard
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

How can I block a prospect?

Three ways to block a prospect from the platform
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Does Unibuddy support other languages?

Communicating in other languages on the platform
Scherell avatar
Written by Scherell
Updated over a week ago

What is the Question Suggestion System?

Question prompts to give prospects ideas of what to ask
Camille Vironda avatar
Written by Camille Vironda
Updated over a week ago

What is the prospect app?

Unibuddy app download for conversations
Ian Pierson avatar
Written by Ian Pierson
Updated over a week ago
Live Events (FAQs)

What happens if the recording does not start?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to add Chat Rooms to Microsite events?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to share your Powerpoint presentation?

Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

How to record a Live Session on my Event?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to edit a Live Event?

Editing an event before and after it has started.
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

How to download a Live Event Report?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to invite prospective students to your Live Event?

Inviting prospects to a live event
Fahmida Monium avatar
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
Ian Pierson avatar
Written by Ian Pierson
Updated over a week ago

How to add a Live Stream?

Setting up a live stream and adding sessions
Fahmida Monium avatar
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
Georgia Horsley avatar
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.
Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can I change the order of my Live Sessions on my Microsite?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

For Live Sessions that run over two hours, will the recording be split?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How can I delete a Live Session recording?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Why are there multiple session recordings on the list?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Will attendees know if the event is recorded?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to clone your Live Event?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

What does the Live Event recording contain? Will the recording show the Event Chat?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How to pin a message?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Who can participate in Unibuddy Live Events?

People who can participate in a live event
Camille Vironda avatar
Written by Camille Vironda
Updated over a week ago

Can I live stream while using Safari or Firefox?

Colin Corley avatar
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
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Is there a test environment for Unibuddy Live Events?

Colin Corley avatar
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
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

What happens when a prospect signs up for a Live Event?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

What themes make successful Unibuddy Live events?

Breaking down by themes to run events successfully
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Can students receive calendar invites after registering for a Live Event?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

What happens if the Live Event time overruns?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Does Unibuddy send reminder emails for upcoming Live Events?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

Can we change the date on the Student registration email?

Colin Corley avatar
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
Georgia Horsley avatar
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.
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago

How far in advance should I create a Live Event?

When to create and event
Colin Corley avatar
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
Georgia Horsley avatar
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
Fahmida Monium avatar
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
Georgia Horsley avatar
Written by Georgia Horsley
Updated over a week ago
Zapier (FAQs)

What is the CRM Integration and how can Zapier help our insitution?

Zapier integration for your institution
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Which CRM integrations are available on Zapier?

Colin Corley avatar
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
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Is Zapier a two way integration?

Fahmida Monium avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago

Is it possible to use two Zapier links?

Colin Corley avatar
Written by Colin Corley
Updated over a week ago

How do I update a CRM record if a lead record already exists?

Colin Corley avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
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
Fahmida Monium avatar
Written by Fahmida Monium
Updated over a week ago