I am an Administrator
Information and advice for university and college administrators
By Caris and 10 others11 authors201 articles
How do I join Unibuddy?
What information is needed to set up my platform?
Where should Unibuddy go on our website?
How do I access Unibuddy embed codes?
How to drive traffic to your Unibuddy platform?
How do I customize the Prospect sign-up form?
Is Unibuddy fully accessible in China?
Does Unibuddy work on all browsers?
How to access your Community analytics.
Community: Account roles & permissions
How to connect with students in Community?
How can I use Unibuddy Community throughout the academic year with my current students?
How to use Recommended Groups in Community?
How to turn off private groups in Community?
How to use GIFS in Community?
How to invite students to Community via Microsite Events?
How to delete a Community?
How to report a user in Community?
How do Community Templates work?
Who can delete messages in Community?
I see a blank screen when accessing Community?
Can I have a Staff Ambassador in Community, but not on the Widget?
How to send a direct message in Community?
How to turn image sharing on/off in Community?
How to create a new Community?
How to add/delete Admins in your University Dashboard?
How to manage your Degree List?
What are Unibuddy's recommended image sizes?
I'm having problems logging into the Admin Dashboard?
How do I log out?
How do I change my notification settings?
How to track your visitor data using cookies?
How to leave Unibuddy product feedback?
How to get accented characters in CSV export to display correctly?
Why is my Data different in the Analytics section and the Buddies table?
Why is the Area of Study field blank?
How do I delete an Ambassador account?
How can I edit the student ambassador's profile details?
How to export your Ambassadors' time spent?
Can deactivated Ambassadors still receive chats?
Why are some Ambassadors' time spent showing 0 in Timesheets?
Can I add Roles and Departments for my Staff Ambassadors?
How do I export Ambassadors' time spent?
I can only see 'Major' in Degree Types?
Multiple Areas of Study (Majors & Minors)
How to add Ambassadors to your Discover platform?
How is an Ambassador's Time Spent calculated?
Can Prospects under 16 use Unibuddy?
Can I set an age limit for Prospect sign up?
How should I recruit Ambassadors?
How can I train Ambassadors?
How do I invite Ambassadors?
How do I activate and deactivate Ambassadors?
How are Custom Fields ordered on the Prospect/Ambassador sign-up form?
How do I export my Buddies/Ambassadors to CSV?
What's the purpose of the 'undergrad' and 'postgrad' prompts on the Ambassador sign up?
Why does the number of conversations differ in the Conversation Management Inbox and Analytics?
What does the "Created" date mean in the prospects table?
How are content views calculated?
If an Ambassador is deleted, can a Student still see their conversation?
How do I customise ambassador profiles?
How can I incentivize Ambassadors?
How does Unibuddy keep Ambassadors safe?
What is a Broadcast and how do I send one?
Staff Ambassador can't log in to their account
How do I manage and review Staff Chats?
How do I customise the staff/ambassador welcome message?
Can I use the same email address for my staff buddy account and Unibuddy admin account?
How do I embed staff profiles?
Can prospective students connect with staff members?
What staff members and departments should be available to prospective students?
Can I add a filter for Degree Types on my Widget?
Can we update our highlight/hex colour?
How do I add filters for Next Best Steps?
Why is the Web widget running slow or not loading?
How to use Unibuddy’s Lead Attribution feature?
Why is my Degree Internal Buddy Card displaying all Buddies?
How do we get a PWA version of our widget?
Traffic driver re-directing to a different page instead of the chat page?
My traffic driver is directing to a blank page?
When the Main Buddy Platform is embedded, can "Staff" be the default tab when the page is opened?
How to invite staff without a Unibuddy account to your live session
What happens if the recording does not start?
How to add Chat Rooms to Microsite events?
How to share your Powerpoint presentation?
How to record a Live Session on my Event?
How to edit a Live Event?
How to download a Live Event Report?
How to invite prospective students to your Live Event?
How to invite Staff to participate in Live Events?
How to add a Live Stream?
How to add hosts to your Live Stream?
How to play pre-recorded video content within a Livestream (Chrome ONLY)?
Can I change the order of my Live Sessions on my Microsite?
For Live Sessions that run over two hours, will the recording be split?
How can I delete a Live Session recording?
Why are there multiple session recordings on the list?
Will attendees know if the event is recorded?
How to clone your Live Event?
What does the Live Event recording contain? Will the recording show the Event Chat?
How to pin a message?
Who can participate in Unibuddy Live Events?
Can I live stream while using Safari or Firefox?
Why can't I share my application window for PowerPoint?
Is there a test environment for Unibuddy Live Events?
Will there be an automatic warning before the Live Event ends?
What happens when a prospect signs up for a Live Event?
What themes make successful Unibuddy Live events?
Can students receive calendar invites after registering for a Live Event?
What happens if the Live Event time overruns?
Does Unibuddy send reminder emails for upcoming Live Events?
Can we change the date on the Student registration email?
Can I see a list of prospects who signed up for a Live Event?
Can we download a transcript of the Live Feeds afterward?
How far in advance should I create a Live Event?
How do I see how many prospects attended a live event?
Are there limitations on the size and functionality of Unibuddy Live events?
What should I do if an event link takes me to an error page?
What data fields are sent over in the CRM integration data transfer?
There is no data transferring into my CRM/ data for certain fields aren't appearing.
Is my data automatically transformed?
Will Unibuddy send historical data or new leads?
Does Unibuddy run any automated tests for CRM integrations?
What is the CRM Integration and how can Zapier help our insitution?
Which CRM integrations are available on Zapier?
Do I need to pay to use Zapier or the CRM Integration on Unibuddy?
Is Zapier a two way integration?
What sign up information is available for me to send to my CRM via Zapier?
We use a CRM that does not have a native connection to Zapier. How can I connect Unibuddy to my CRM?
Is it possible to use two Zapier links?
How do I update a CRM record if a lead record already exists?
I can see that there is a certain field in my prospect table, why can’t I send that to my CRM?
Authorisation for CRM app blocked on Zapier?
I can't see any/some objects or data sets listed?
My zap isn't working, can you help?
How soon will a new user that signs up on Unibuddy appear in my CRM?
Is the use of the Integration GDPR compliant, what happens when a student deletes their account in Unibuddy?
Does the data in Slate come from the prospect signup form?
Is there a standard set of data that gets pulled through from Unibuddy to Slate?
Do we schedule something in Slate to pull information from Unibuddy on a regular basis?
Are Unibuddy chats stored on Unibuddy's site or within each student's timeline on Slate?
Can Unibuddy interactions be selected in a student’s timeline in Slate?
Will Slate have a standard Source Format for Unibuddy?
Will you show us how the Source Format should look?
How to add custom prospect fields to Slate Integration?
How do I map the Unibuddy applicant ID to a unique ID in Slate?
How do I add Community join interactions to a user record timeline in Slate?
Is Unibuddy GDPR compliant?
Who owns user data on Unibuddy?
What can the university do with prospective students' data?
What can Unibuddy do with prospective students' data?
Who has access to student ambassador data?
Where is data from Mixpanel stored?
Do prospects opt in to marketing?