The Ambassador Platform Knowledge Base

What is TAP's onboarding process?

Who should be involved?
We recommend forming a TAP Working Group - a small team responsible for onboarding and managing the platform. This usually includes recruitment, marketing and ambassador coordination:
1. Kick‑off Call (60 minutes)
Purpose: Align on goals, understand your recruitment context, and shape your tailored Implementation Plan.
Who’s involved:
  • Client Success Manager (CSM) – your strategic lead
  • Client Delivery Manager (DM) – your implementation contact
What we cover:
  • Your recruitment priorities and audiences
  • How you plan to use TAP
  • Ambassador plans
  • Technical setup (e.g., Feed placement)
  • Key events or timelines to align your launch to
We’ll collaborate on your Implementation Plan, which outlines everything needed to get you live smoothly.
After the call:
  • TAP creates your admin accounts
  • We finalise your Implementation Plan
 
2. Core Admin Training (60 minutes)
Purpose: Ensure your team can confidently navigate the TAP Admin Dashboard and manage the essentials.
What we cover:
  • User management and permissions
  • Adding FAQs
  • Managing content
  • Reporting basics
  • Early setup tasks to prepare for launch
This session gives your team everything they need to run TAP behind the scenes.
 
3. Streams & Community Activation (45 minutes)
Purpose: Activate the student‑facing parts of TAP and agree on day‑to‑day Ways of Working (WoW).
What we cover:
  • How to publish and manage Stream content
  • How to create and run Communities
  • Ambassador involvement
  • Moderation and notification management
  • Finalising your Ways of Working document
Your WoW outlines who does what - content, moderation, ambassador queries, Engage actions, and more.
You’re welcome to complete any remaining fields offline and send it back to us.
After the call:
You’re fully enabled and ready to start using TAP with prospective students.