Unibuddy

Ian Pierson

Jack Johnson

Sean O'Dea

 A step-by-step guide for onboarding and implementation

Getting Started with Unibuddy 

Unibuddy Chat

Overview of the Onboarding & Implementation Process

Introduction

What we ask for so our Onboarding Team can build your Unibuddy Chat platform, and your internal University Dashboard

Platform Requirements

Next , learn more about your Unibuddy Admin Dashboard!

Admin Dashboard

Step 1: Building your Unibuddy Chat Platform

Student Ambassador Training

Training for Staff Ambassadors on their dashboard and recommendations of how to best engage prospects

Staff Ambassador Training

Inviting your Student and Staff Ambassadors to create their profiles

Step 2: Ambassadors

Embedding the Main Platform

Driving Traffic to your Unibuddy platform

Customising Popcards

Step 3: Web Implementation

Go Live Checklist

Promoting your Platform

Step 4: Going Live with your Chat platform

Web Implementation Guide

The Importance of Permission

Guides for university admins and student ambassadors

Ambassador Guides

Resources

Louise Sologub

CRM Integration with Unibuddy

This document outlines the requirements needed from you prior to setting up the Unibuddy x Slate integration

Slate Setup Part 1: Prerequisites before Slate set-up

Slate Setup Part 2 : Syncing with Unibuddy

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?

Slate Integration 

Integrating MS Dynamics with Unibuddy using Power Automate

Power Automate Setup Part 1: Prerequisites before set-up

Power Automate Setup Part 2: Checking if a lead exists

Power Automate Setup Part 3: Create/Update the Lead in the Destination CRM

Power Automate Setup Part 4: Going Live

Power Automate

Zapier Setup Part 1: Prerequisites before Zapier set-up

Zapier Setup Part 2a: Syncing with Unibuddy

Zapier Setup Part 2b. How to add custom prospect fields to your Zapier Integration

Zapier Integration 

Make/Integromat Setup Part 1: Prerequisites before set-up

Make/Integromat Setup Part 2: Syncing with Unibuddy

Make/Integromat Integration 

How to set up a Custom API Integration with Unibuddy

How does our Custom API integration work?

API Integration

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

Which CRM integrations are available on Zapier?

We use a CRM that does not have a native connection to Zapier. How can I connect Unibuddy to my CRM?

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

My zap isn't working, can you help?

Zapier (FAQs)

How to get leads from Unibuddy into your Azorus CRM

Azorus Integration

Azorus

Training video for admins of the platform around how to use their dashboard and best practice tips

University Dashboard

Describing and providing best practices for your Main Unibuddy Platform and Traffic Drivers.

Main Platform & Traffic Driver Best Practices

Training for Ambassadors on their dashboard and recommendations of how to best engage prospects

Ambassador Training

Watch product overviews, trainings and webinar recordings

Unibuddy On-Demand

Find answers and get help from Intercom Support and Community Experts

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