Add a new data connection
After you have clicked the 'Add a new data connection' icon:
... you will be taken to the About stage.
Next, complete all 9 fields
Title - this might describe how you are using your Unibuddy tool on your website "Ask a Student".
Type - select "Unibuddy" from the list.
Credentials - paste in your university's Unibuddy API Key (it's secret so we have not shown it in this screenshot) - read more.
Destination - pick any Rapid Response occurrence - this is where the data enters Student CRM on its way to your Student Database.
Workflow - choose a workflow - this will or won't send out communications as per the workflow you have selected.
Consent - choose the Consent Pack from the Privacy centre app that you will be auto-applying to all Unibuddy enquirers.
Topics - these are the topics they are being subscribed to. Note that if a topic is greyed out and you can't click it, that is because it is a mandatory topic. If it is selectable you can choose to opt them in or not, your choice.
Frequency - the connection can run every hour (on the hour) or daily (at 06:00) - just pick one.
Status - you can save it as 'inactive' and click 'Save' if you like. (In 'inactive' status you can make changes). Once you are happy that your settings look OK, set it to 'active' and click 'Save'. TIP: if you set an active connection to 'inactive', it always catches up from where it left off whenever you set it back to 'active' again - so no Unibuddy leads ever get missed.
Now look at the listing and you will see when your connection last ran and when it is next due to run:
OK, that's it. Well done, you have a new Unibuddy data connection.
How data is saved in Student CRM
Unibuddy Student CRM
Accept Marketing Email channel opt-in
Source "Unibuddy" Source
(as configured in occurrence) Consent Pack & Topics
The data sent (other values) Logged in Student Record Card
NB: no custom questions are currently saved into specific fields, however, they are logged in the Student Record Card.
You can see live charts in the 'Performance' stage:
Download full log
Click the button (see above) to download a CSV text log showing every time the connection ever ran:
Note: the first entry in your Log will be all the previous records already in your Unibuddy platform (cell C2 above). Thereafter it includes new signups only (cell C8 above).
Learn more about:
See the Unibuddy widget installed on our website (demo only).