Bubbl Showcase User Guide

Welcome on board! 

We hope you find this guide useful.  Within this guide we refer to our Bubbl Showcase app as the app to be set up and we also refer to our showcase platform in terms of instructions as to how to use our platform. 

We suggest you familiarise yourself with our instructions and recommendations and apply them when accessing your account on the live Bubbl platform

Introduction to Bubbl

Our Bubbl MMP can be accessed via our iOS, Android and React Native plugins and runs in the background without the app needing to be open.  An API key makes it easy to integrate Bubbl into an existing app with minimum need for developer support post initial set up.  Platform access is provided on a single entity basis (i.e., company) with the admin user able to set up multiple users and permissions.

At Bubbl, we are committed to user privacy and adopt a ‘Privacy by Design’ philosophy – this means we operate on a ‘Zero Data’ basis, which in simple terms means we don’t keep any identifiable personal information, all we know is that there is a device with a specific operating system (i.e. iOS or Android) that happens to have our client’s app running on it.  This means that every individual device is assigned a ‘Bubbl ID’ which can then be used to segment and assign a particular tool within a campaign for a particular reason i.e. segmented and relevant message or a recipient for a test campaign

Once set up, Bubbl is easy to use.  It has a simple UX and an easy interface to navigate and understand. Setting up a geofence has a simple drag and drop function which can be easily edited prior to saving.

Our use of ‘campaigns’ is key to the platform – this allows a user to set and assign a period of time against a location to provide structure for their planned customer engagement activities.  Once a campaign is set up, a user can utilise and assign any number of Bubbl’s tools within the designated time scale and location. 

Tools refer to the various types of rich push notifications available – these include Video (via link/upload), Image, Message, Audio, Surveys and Footfall.  When a user sets up the tools within the campaign, they can select their triggers in line with the campaign aims.  These include time-based triggers i.e. within a specified time range or at a fixed time – these can be set at any time within the overall campaign life. Other triggers include entry or exit into or out of the specified geofenced location.  All tool based notifications include a clear ‘Call to Action’ (CTA) button which can be amended by the user and they are able to include a web deep-link to drive their app customers to further information.

Tools within campaigns can be tested to a selected audience before being sent to a wider ‘live’ broadcast. Again, a simple process – during the setup of the plugin into the client’s app, the client’s development team can assign the test panels devices to specific Bubbl ID’s and set the campaign to ‘Test’ while setting up the tools within the campaign. Once the client is happy, they simply uncheck the ‘Test’ option in the tool set up and the selected tool within the campaign reverts back to the wider, send to entire audience. 

The platform currently allows for a single location to be set up within a single campaign, however, multiple campaigns can be assigned to a single location.  Users can edit, copy (clone), delete and pause campaigns as well as reassign a cloned campaign to a different location should they want to.  When a campaign is copied, it also copies the tools that have been assigned to that campaign.  Should the user wish to copy an existing tool or add a new tool to a campaign, there is flexibility within the platform to do so.

Campaigns and tools can be set up, deployed and managed in real-time allowing for any amends or changes during the campaign’s life. The platform provides basic reporting against campaigns and tool types which can be viewed on the platform or downloaded as a CSV file.

Getting set up on Bubbl

Below is an outline of the current user onboarding journey from both the client tech and non-tech perspective:

You can see from the diagram, it’s a simple process which from a tech perspective starts with the client’s tech team providing us with a completed Tech Q&A. Once completed, it provides us with key client tech stack info which is then shared with our internal team. If you haven’t already submitted a completed Tech Q&A, a form can be found in our onboarding pack.

When a company has been created on the platform, the platform generates an API key for the client tech team to integrate and set up Bubbl within their app. Developer documentation for set up can be found on the platform here: https://dashboard.bubbl.tech/#/developers

At present, we offer online support via dedicated client Slack channels.  When you are set up on the platform, you will also be assigned a dedicated Slack channel for any queries or support.

User Guide to the Bubbl Platform

Please see the user guide below and please note, we also have a suite of tutorial videos that demonstrate these steps.  The videos can be found in our onboarding pack

Setting yourself up as a user on the Bubbl platform

Once you’ve been set up as a user you’ll receive a system email asking you to create your password before logging on – please do so and then login. 

You will automatically become a company administrator; this allows you to use the platform as a customer to create locations and campaigns.

Because you are registered as a company administrator you may (if you wish) add additional users to your company – to do so you need to enter first/last names and an email address.  You can also set their permissions as another administrator should you need to, however, we recommend you continue with your account setup before doing so.

Bubbl Company Dashboard

Administration functions

Add a user:  As a company administrator, you have the option to add a user:

  1. Go to the Company page (https://dashboard.bubbl.tech/#/company)

  2. Click on the Add Users button

  3. Complete the form to add a user (email address), first name and last name

  4. Click on the Create User button

  5. The user will receive an email with a button in the email to set their password

6. For more information, please watch our video tutorial ‘1. Login to Platform’ below
Please note: The Company page is where you will also find your API key and configuration for your SDK.

Using the Bubbl Platform – General functions and user guide

STEP ONE: Creating a Location

Add a location for a campaign

Before you create a campaign, you must create a location (geofence) for the campaign – below are the steps to do so:

1. Go to the Locations page

2. Click on the Create Location button

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3. Give the location a name

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4. Click on the Create Geofence button

5. Move around the map or enter a postcode in the search bar

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6. Create a geofence using your mouse by clicking on a starting point

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7. Move the mouse to the next point and continue clicking points

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8. Return to the starting point and click again to set the geofence

9. Click the Save button to save the location

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10. To edit your geofence, just click the ‘edit Geofence’ button and edit your geofence accordingly – be sure to resave once you’ve made your changes

11. For more information, please watch our video tutorial ‘2. Create a Location’ below

STEP TWO: Add a campaign to a location

Create a campaign to a location

After adding and saving your location you are taken to the locations overview page. You can now create a campaign assigned to a location via two separate routes:

Route one: 

1. Go to the locations page and select the location you wish to choose 

2. Click the ‘Add Campaign’ button

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3. Give your campaign a name

4. Ensure the Pause option on the left is unchecked for the campaign to activate

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Route two: 

  1. Go to the Campaigns overview page 

  2. Click the ‘Add Campaign’ button

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3. Give your campaign a name

4. Assign the campaign to a location by selecting the ‘Location’ via the drop-down on the left-hand navigation

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5. Ensure the Pause option on the left is unchecked for the campaign to activate

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6. For more information, please watch our video tutorial ‘3. Create a Campaign’ below

Please note: When you set up your Campaign Duration, you are setting up the overall duration that he campaign will run. You can set up different times for your notification tools within this duration. For instance – you might set up the campaign to last a week BUT have a set of different notification tools that run within that set duration i.e. a lunchtime special that runs between 11am to 2pm Monday to Wednesday only.