How-to Guides

Information and advice for using The Access Platform successfully

Dominic O'Neill avatar George Olesen avatar Georgina Munn avatar +1
30 articles in this collection
Written by Dominic O'Neill, George Olesen, Georgina Munn and 1 other

How to add a 'job role' and 'interests' on Staff Ambassador profiles

Staff Ambassador profiles can now add their role and interests to their profiles. This article outlines how you can do this in the app.
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Written by Georgina Munn
Updated over a week ago

Using tracking pixels

Tracking/conversion pixel TAP Page compatibility and set-up steps
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Written by Dominic O'Neill
Updated over a week ago

How to set up a Custom Domain on The Access Platform

The article outlines the information and input we need from you to set up your custom domain
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Written by Georgina Munn
Updated over a week ago

How do I change or reset my password?

You can change your app password for security reasons or reset it if you forget it
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Written by Irina Munoz
Updated over a week ago

How to set up virtual events on TAP

This article outlines options for hosting virtual events on TAP in place of traditional Open Days, Applicant Days and Recruitment Fairs.
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Written by Georgina Munn
Updated over a week ago

How to enable email notifications for Chat

This article outlines how to enable email notifications for Chat messages from prospective students
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Written by Georgina Munn
Updated over a week ago

How to check your notifications settings

A brief overview of how to check your app notification settings on Apple and Android devices
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Written by Georgina Munn
Updated over a week ago

What is the Content Schedule and how does it work?

How to use our Content Schedule to plan ahead for requests in line with your content plan
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Written by Georgina Munn
Updated over a week ago

How to invite your Ambassadors to TAP's Training Centre

This article explains our ambassador training centre and how to select modules for your ambassadors
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Written by Georgina Munn
Updated over a week ago

Single or Multiple Account Strategies

An overview of the Pros and Cons of different strategies when using TAP across a network
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Written by George Olesen
Updated over a week ago

Account Setup Guide for The Access Platform

The key steps for a successful setup on The Access Platform.
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Written by George Olesen
Updated over a week ago

How to set up CRM integration

Integrate data gathered on TAP with your customer relationship management platform
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Written by Dominic O'Neill
Updated over a week ago

Setting up CRM integration via Zapier

How to send prospect data and messages from TAP to your CRM system via Zapier
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Written by Dominic O'Neill
Updated over a week ago

What is Tag Manager? And how to use it...

This article is outlines what Tag Manager is, and how to use it to group and manage your ambassador profiles, content and FAQs
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Written by Georgina Munn
Updated over a week ago

Customising TAP to Fit your Brand

Ensure your brand equity is protected by customising TAP Widgets to fit seamlessly with the look and feel of your institution's website.
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Written by Dominic O'Neill
Updated over a week ago

How to embed Google Tag Manager (GTM) on the TAP Page

A brief overview of how and why to use GTM on your TAP Page
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Written by Dominic O'Neill
Updated over a week ago

Setting up your pop card in Wordpress

A walkthrough of how to configure and install your pop card in the Wordpress CMS
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Written by Dominic O'Neill
Updated over a week ago

Keyword detection and approval process

This article gives an overview of our keyword detection process and explains how to approve keywords in conversations
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Written by Georgina Munn
Updated over a week ago

Setting Up RSS Feeds from The Access Platform

You can share posts from The Access Platform to several Social Media Management Tools. Here are some helpful resources to get started...
George Olesen avatar
Written by George Olesen
Updated over a week ago

Reviewing and activating ambassador profiles

A quick overview of how to edit your Ambassadors' profile text and and add tags in the Admin Dashboard
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Written by Georgina Munn
Updated over a week ago

How to use the Promotion feature

This article explains how you can make your TAP Page available in an engaging and personalised way whilst tracking the resulting traffic
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Written by George Olesen
Updated today

Setting up your TAP Page

This article describes best practice for setting up your TAP Page
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Written by George Olesen
Updated over a week ago

Inviting additional admins to your TAP Admin Dashboard

Some easy steps to help you invite colleagues to be administrators on the Admin Dashboard
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Written by Georgina Munn
Updated over a week ago

Legal Setup on The Access Platform

This article can be shared with your legal colleagues to help them understand our service and our data protection processes
George Olesen avatar
Written by George Olesen
Updated over a week ago

How to evaluate conversion from The Access Platform

Working out your conversion rates at different stages in your recruitment funnel is easy, even if you don't have a fancy CRM yet.
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Written by George Olesen
Updated over a week ago

How Terms & Conditions Work on The Access Platform

An overview of how we have constructed our Terms & Conditions so that they are GDPR-compliant and in keeping with other law.
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Written by George Olesen
Updated over a week ago

IP Assignment on The Access Platform

A short explanation of how IP Assignment on The Access Platform works.
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Written by George Olesen
Updated over a week ago

How to Manage Safeguarding on The Access Platform

We take Safeguarding very seriously at The Access Platform. Here is what you need to know about it as an Admin.
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Written by George Olesen
Updated over a week ago

How to Use UGC and Student-Led Engagements Together

Learn about how the two independently powerful forces of UGC and student-led engagements can be even more effective together.
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Written by George Olesen
Updated over a week ago

Data Collection on The Access Platform

A brief overview of data collection from prospective students on The Access Platform.
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Written by George Olesen
Updated over a week ago