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


3. Give the location a name


4. Click on the Create Geofence button

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


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


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


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

9. Click the Save button to save the location


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


3. Give your campaign a name

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


Route two: 

  1. Go to the Campaigns overview page 

  2. Click the ‘Add Campaign’ button


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


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


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.

STEP THREE: Add a marketing ‘notification’ tool for a campaign

Add a marketing tool for a campaign

Now you’ve set up your campaign, you can add your marketing tools - these are the notifications that are delivered to the app user as part of your campaign. We have a variety of tools available: Simple text, audio, video, image, footfall and surveys, all can be set up with a deep link and CTA (call to action) button. 


Our footfall tool is a ‘silent’ tool type, meaning that there is no delivery of notification - any app user with your Bubbl enabled app will be merely ‘counted’ as having triggered the tool. Footfall is easy to set up and follows the usual tool set up. Our survey tool is slightly different and we will address that as a separate item in this guide. 


Regardless of type, you can add as many tools as you like and these can be set as individual items with individual triggers (on entry / on exit / within time range / at a specified time) with the overall campaign duration.


The steps below describe how to set up all tools bar the Survey tool:


1. Click on the Create Tool button


2. Select a tool type (Message for example)


3. Choose your tool type and give the tool a name


4. Choose a trigger type (e.g. when they enter the set geofence).  As well as setting up a trigger type, you can also set the timing that you wish your tool to fire. This can be set within a specified time/date range i.e. Monday - Wednesday between 11am - 2pm or at a ‘fixed’ time e.g. Thursday at 12pm

5. Add the headline, message (plus media if relevant) that will be displayed in the notification and the side panel will provide you a ‘quick preview’ of how your notification will appear.

4. Choose a trigger type (e.g. when they enter the set geofence).  As well as setting up a trigger type, you can also set the timing that you wish your tool to fire. This can be set within a specified time/date range i.e. Monday - Wednesday between 11am - 2pm or at a ‘fixed’ time e.g. Thursday at 12pm

5. Add the headline, message (plus media if relevant) that will be displayed in the notification and the side panel will provide you a ‘quick preview’ of how your notification will appear.


6. There are two fields within the tool set up: ‘Call to Action (CTA) Deeplink’ - this is where you add your deeplink (please ensure to use https://) and ‘Create a custom CTA label’ is the copy i.e. ‘Click here’ that you wish to appear on your CTA button within the notification

7. If you are setting up a video tool, you can either use a YouTube link or directly upload a video into the tool but please ensure you have permission to distribute the content and that the content is not explicit, age restricted or discriminatory. Bubbl takes no responsibility for any violation of copyright laws.


For your info: We will only store your video for as long as your campaign runs. If you want to post again, you will need to reupload it.


8. Click the Save button and you will return to your campaigns overview page

9. Should you wish to set up and test a tool to specific test devices i.e. your immediate team before wider broadcast, you can select ‘Test Mode’ at the bottom of the panel. You can then enter the IDs of your test device. Test devices can be set up when your developer first sets up and installs Bubbl plugin (please see our Developer guide for more details https://dashboard.bubbl.tech/#/developers)


Setting up a Survey tool is accessed in a similar way to our other tools, although the set up itself uses the following steps:


1. Add a tool to your campaign, on the campaign tools page and select ‘Surveys’


2. Once clicked, you’ll be guided through set up which will seem familiar to our other tools you may have already set up i.e. trigger, time/date etc as well as any headline or body copy. Setting up questions and viewing your preview are the key differences.

3. You can select from several different question types and responses: Open ended (open field for response) Yes / No, Rating (Stars), Slider (High / Low), Single Choice, Multiple Choice and Number Input. Simply type in your question and select your question type.


4. Dependent on the type of question i.e. multiple choice, additional fields will drop down so you can enter the available choices, you can easily add additional choices by clicking on the ‘Add Choice’ button


5. You can also preview your questions using the ‘Show Preview’ button. As you build your questions, you can scroll through the questions within the preview window. 

6. Toward the bottom of the tool’s panel you can see a field named ‘Post Survey Message’ - this is an opportunity for you to add a ‘thank you’ message as well as any other information you wish to share to direct your app user i.e. entry to a competition or to answer further questions


7. As with the other tools, you can add a deeplink and customise your CTA button.

Please note: Your campaign will be set up as ‘Paused’ as the default - you will need to unclick the ‘Pause’ function at campaign level once you’ve set up your notification tools for your campaign to ‘GO LIVE’

Cloning, editing and copying campaigns and tools

It’s easy to clone, edit or copy both campaigns and tools but please note, you can only edit LIVE campaigns or tools - If your campaign has expired, you can only copy or clone.


Cloning, editing and copying campaigns 

Please follow these steps:


1. Click on the Campaigns tab in the nav for a list of all campaigns


2. You can use the search box to find your campaign


3. In the ‘Actions’ column you can see four icons: Copy Campaign / Edit Campaign / Pause (Unpause) Campaign / Delete Campaign


4. If you copy your campaign, you will see the copy of your campaign appear in the campaign listing page with your campaign name and ‘(Copy)’ in the title. To edit this campaign, simply click on the campaign listing and you will see your copied campaign overview. Here you can amend any details you wish including assigning the campaign to a different or new location as described in the campaign set up process.

5. You can also copy a campaign via the ‘Copy Campaign’ button on the Campaign Overview page


6. For more information, please watch our video tutorial ‘4. Edit a Campaign’ below

Please note: When you ‘Copy’ a campaign, you also copy all the existing notification tools already assigned to that campaign. You can edit these tools within the campaign as you would when you set up a tool as usual

Cloning, editing and copying tools within a campaign

Please follow these steps:


  1. Click into your Campaign Overview page


2. You can use the search box to find your campaign


Bubbl Impact Reporting

At present we use basic reporting tools but these are in the process of being updated and improved. The guide below describes our current reporting tools, how to use them and what data is currently available. 


Our reporting function operates on a ‘real time’ basis, so as soon as a campaign is set LIVE, Bubbl will start to count any activity. The reporting function is currently split between the rich media tool types with a separate reporting function for the surveys. All reports are available for download as CSV files in both an overview and detailed format. The guide below will also demonstrate where you can access impact data at a glance throughout the platform. 


Definition of Bubbl impact reporting terms

Our reporting function uses the following terminology:

Reporting page (Rich media marketing tool types within campaign NOT surveys)

You can access our current reporting page via the top navigation bar.  Here you can see a listing of all the campaigns you’ve created against your company profile on the Bubbl Platform.


The icon on the live campaign denotes that the campaign is still live and editable, while the graph icon denotes that the campaign has expired and the icon denotes that final results are available. Both icons click through the campaign overview page so you can edit or view results on your corresponding campaign page. 


Below is the extended detail view for a specific campaign and includes all counts for our rich media notification tools as well as our footfall count


Campaign / Marketing Tools CSV reports

We currently have two CSV reports available to download, both report the performance of marketing notification tools on individual Campaigns; they are split as an Overview and Detailed:


The Overview CSV Report:

This report summarises the impact of the campaign, listing the Trigger, Tool Type, Start/End of the Tool Type and then the total count of delivery and engaged actions against each tool. Please note that ‘Silent’ refers to the footfall count during that period and the ‘engagement’ count will always be zero.

The Detailed CSV Report: 

This report drills down into the information a little further and now lists the time and date of each action, with ‘Engaged’ being reported where the ‘Delivered’ notification has been actioned (i.e the CTA button was clicked).  In the example below, the image tool was delivered twice within the geofence but only ‘Actioned’ once at the point this report was downloaded. We can also see from the report that the footfall tool deployed under the name ‘Twickenham Riverside’ counted four app users within that set geofence during that time period.

Campaign Overview page report

The CSV reports can also be accessed from the Campaign Overview page and a simple visual report overview of the campaign can also be found on the page, displaying delivery and engaged actions against the notification tools within the campaign.


To access the survey reports, you need to follow the following steps:

1. Go to the Campaign Overview page 

2. Within the list of marketing tools assigned to the campaign, find the survey within the list.

3. In the ‘Actions’ column against your survey, click on the ‘Reporting Icon’ as illustrated below:


4. This takes you to a Survey Overview page which summarises the results as well as the questions and a button to download a CSV file with more detail


5. The Survey Overview page also provides a real time summary of the performance of the survey over its lifetime including recording the first and last response.


6. The Survey CSV file provides further information into individual responses to the survey questions, the time of response and also if the recipient clicked on the CTA and so ‘Engaged’ post completing the survey. Below is an example of the data provided

For more information on reporting, please watch our video tutorial ‘5. Report’ within our onboarding pack. 


Once our new reporting suite is ready to go LIVE, we will provide you with a revised user guide and demo to showcase the improvements to this function.

Logging out

To prevent login issues caused by browser caching, after using the Bubbl platform we recommend you log out:

1. Click on the three dots in the top menu

2. Click on the Log Out option


Known Bubbl issues and bugs

Issues drawing a geofence

We are aware that occasionally there are issues when drawing a geofence, specifically when you try to ‘close’ the polygon you are drawing.  We are working to fix this bug and believe that it is due to the caching of your internet browser. In the meantime, a simple fix is to either refresh your browser or by clicking the ‘Reset’ button at the bottom of the panel. Thank you for your patience whilst we deal with this


Inconsistent image tool performance on iOS

Unfortunately, since Apple introduced iOS 14, we have encountered some performance issues with inconsistent delivery of image messages to iOS app users within their device’s Notification Centre although it appears within the app’s message centre.  We are currently working on this bug and apologise for any inconvenience. Please bear with us as iOS 14 has introduced several changes to policies and functions since its introduction.