Welcome to bubbleFiz. Let’s get started!
The control centre for bubbleFiz
Where all the pieces come together
Integrate chat and powerful structured data
Where’s the “any” key?
Need more help?
Get in touch with our support team.
or email us here.
Day one on bubbleFiz. Let’s walk through the essentials together.
How bubbleFiz works
It’s quite simple. Team Admins create a Team Account before setting up Groups as shared workspaces for the team. The Group Admins invite Members to come and get work done in the Groups using Templates, Chat, @fiz, Documents and Connectors. And all this is done on-the-go from your mobile device.
The People & Roles
Download App and Login
On your device (using either Google Android or Apple iOS) download the bubbleFiz app from one of the respective App Stores. Visit our bubbleFiz Download page for quick links to the App Stores
Setup your Member Profile
Filling out your bubbleFiz member profile helps other members understand more about you. In the app, a member profile is made up of a Profile ID, Profile Display Name and Profile Photo.
Profile ID is the unique email address that you used to log in to the bubbleFiz app. The email address cannot be changed after setup, but you can easily create a new member profile with a different email address.
Profile Name is the display name that is seen throughout the app by other members. This could be your full name, your first name only or a nickname. The display name has a 20 character limit and can contain alphanumeric characters, punctuation characters, special characters, spaces, non-English characters and emojis.
Profile Photo: add your photo (or any image). Your profile photo helps your team or community know who you are, both in bubbleFiz and in the real-world when it comes time to meet up.
Your Team Admin may have already setup the basics for you when they created your team member profile, but you can edit profile details at anytime via the app.
Create a new bubbleFiz Team
It’s easy to get started with a new bubbleFiz team on our business plans. All you need is valid email address, and one minute of your time.
App Tour - Login
The ‘Login’ tour focuses on the experience from app download to successful login.
Initial Screens are shown immediately after the app is opened on the device. The primary purpose is to provide a step off point for users to create a new member profile (Get Started) or login with an existing member profile (Already a User). The user can also tap and swipe to view different preview images of the bubblefiz app.
Verification Code screen allows users to enter the unique 6 digit verification code that was sent to the email address entered in the pairing screens. The screen is automatically shown after the email address is added to the Pairing Screen. Users can also opt to resend another code using the I did not receive a code button.
Setup Profile screen allows new and returning members to update their member profile, including a profile photo. This step can be skipped or completed at a later time via the Settings menu. Skipping or saving the setup profile screen takes the user to the home screen.
App Tour - Home
The ‘Home’ tour focuses on the experience from successful login to the app, through to accessing your Groups.
Home screen is your launchpad to get work done. It acts as the gateway to your groups, search and settings menu. If you are logged into the app as a member, the home screen is the default view when you open the app on your device.
Groups are where all the pieces come together. The Home screen provides a list of the Groups that you have access to. On the Home screen you can accept an invite to a new Group, enter a Group, opt out of a Group, or create a Group using the New Group button (+).
Search is a fast and efficient way to get to information in bubbleFiz. The deep search feature will search across all information that you have access to in the app. The search feature also has filtering to help you narrow down your search results. In a single tap, your can filter between All, Groups, Chat and Templates to find what you need. Tap your search results and the powerful deep linking will take you directly to the information you wanted in a group, template, response or chat.
Refresh button allows users to request the most up-to-date information to be sent to their device. You shouldn’t have to use the refresh button too much, but it can be useful in situations where network difficulties are impacting your user experience, or you believe you have not received some information that you need.
Settings Menu is the gateway to manage your app and profile settings.
App Tour - Groups
Deploy Template button (+) allows a member to deploy a template to the group from a library of templates. Templates allow the member to collect structured information.
Chat inside Groups is a form of conversational communication between different members to create focused conversations. Chat also allows users to add images and use the @fiz virtual assistant.
Web views are simply an in-app web browser to display content from other digital resources outside of bubbleFiz. For example, a Template may have a useful link to documents in your cloud-storage, or a member may share a link to their favourite website in a chat message.
Filters help members quickly filter the screen display between All, Templates and Chat. This can be handy for busy groups where you just want to browse the deployed templates, or focus on chat inside the group.
Search provides powerful search tools inside the Group. This will only return search results from the group you are searching in. Search results may include group summary, templates, template responses or chat.
View Group is the control menu for the group. From the view group screen the Groups Admins can edit properties and manage members in the group. Where as Group member can view properties and view members in the group
App Tour - Templates
The ‘Templates’ tour focuses on the experience from accessing a structured data template, through responding to a template.
Template Response button (+) allows a member in the group to respond to a deployed template. This opens the template response fields, allowing members to input their response using the structured interactions.
Chat inside Templates allows users to create highly contextual and focused conversations, which are nicely contained within the Template. Chat also allows users to add images and use the @fiz virtual assistant.
Web views are simply an in-app web browser to display content from other digital resources outside of bubbleFiz. For example, a Template may have a useful link to documents in your cloud-storage, or a member may share a link in a chat message to their favourite website.
Filters help members quickly filter the template screen display between All, Summary, Responses and Chat. This can be handy for busy templates where you just want to quickly get a summary of the Template, or just browse the responses.
Search provides powerful search tools, but will only return search results from the template you are searching in. Search results may include template summary, responses or chat.
Need more help? Get in touch our bubbleFiz support team. We have real-life humans on the other end waiting to help you.
Here are your options:
bubbleFiz app. Every new bubbleFiz team that is created has a bubbleFiz support group available in the app for the team members to use. Go to your bubbleFiz app home screen and look for the ‘bubbleFiz Support’ group with our logo. This group gives you a direct line to our bubbleFiz support team. You can ask for ideas about using bubbleFiz, share a cool story from the weekend, or in the unlikely event of an issue, you can log a support ticket, all conveniently done from within the bubbleFiz app. We use our app to support our app. Go to bubbleFiz
Social Media Channels. You can also find us on the following social media channels, just in case you are not yet on bubbleFiz.
Facebook. You can find bubbleFiz on Facebook and Facebook Messenger. You can start a chat session on Facebook Messenger with bubbleFiz and our team will respond. Go to Facebook
Twitter. Twitter is the place to find out about what’s happening in the world right now. You can find us on Twitter and start a direct message session with bubbleFiz and our team will respond. Go to Twitter
Email. Good ole fashioned email. Not as cool as the other options, but it will get the job done, eventually. Fill out the web form, this will send our bubbleFiz team an email. They will respond. Go to Email
How does the 30 day free trial work?
Give it a try, see what you think. With the 30 day free trial of our Business Plan, you will have full access to all the features of bubbleFiz business plan. After 30 days you will need to provide a credit card to continue using the Business features. If you do nothing, we will automatically move your team to our bubbleFiz Basic Free plan.
What payment types do you accept?
Major credit cards: Visa, MasterCard and American Express.
Can I cancel at any time?
Yes. You are responsible only for charges incurred for the active billing period, thereafter you won’t be charged again. Billing periods are monthly.
How secure is my chat and items?
It’s very secure. Your information is only accessible to those within the groups you are part of and the team admins. All communication is performed using an SSL encrypted connection. We do not access your information, and no other teams have access to your information. Learn more about our Security here.
What is the billing cycle?
Monthly, you are only charge for active period. If you cancel, any future periods are not charged.
Is the app free?
Yes. The apps in the Google Play and Apple App Store are free. You can use them without a paid plan.
If I am using the free app, how do I activate a paid plan?
You can upgrade your team account by opening the bubbleFiz website and sign-up for the Business plan. Once signed-up your free account will automatically be upgraded. There is no need to change your app or log in or out. Learn more about converting your team account here.
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A Team in bubbleFiz is a shared space that puts you in control of your team members experience. Your people make the team work. As a whole, a Team is comprised of the man members, roles and permissions.
Team Account – Business Plan
A Team Account, commonly referred to as a Team, is a named entity in bubbleFiz that puts you in control of your team experience in the bubbleFiz app.
Creating a team allows for ownership of bubbleFiz platform configuration, information assets, member profiles and associated data created in the Groups. The Team Account and the Pricing Plan are linked.
A Team is managed by the Team Admin using Team Manager. Within your Team you have control of your data, billing, members, groups, templates, key documents, create system connectors, and bundles.
Community – Basic Plan
BubbleFiz also has a Basic plan we refer to as Community. The Basic plan enables community members to get started and use bubbleFiz for free. Community Members are bubbleFiz users (a unique email address) that do not belong to any Team account. In other words, think of them as a team-of-one who are part of the bubbleFiz app community. Community Members may work together in groups or be invited as a guest to communicate and interact in other Business Plan Team groups.
The Basic plan and our Community members each have a limit of 10 active groups, maximum of 100 members and 100 active items in those groups.
Community members can choose to upgrade to a business plan and create a a team if the wish to have more flexibility and control of Groups, items and members.
Create a new Team
It’s easy to get started with a new bubbleFiz team on our business plan. All you need is valid email address, and one minute of your time.
Convert from Community to Business Plan
It’s easy to upgrade your current bubbleFiz account from a basic plan (Community member) to a business plan (Team account). All you need is the email address that you are already using to access the bubbleFiz app as a Community member, and one minute of your time.
And you’re done! If you are still logged into the bubbleFiz app, simply refresh the App on the group Home screen and you will see your new team, including the new groups, and Templates your added. See also Download App and Login.
About Team Manager
Think of the bubbleFiz Team Manager as mission control for your team experience in the bubbleFiz app.
Most of your daily activity in bubbleFiz can be managed directly in the bubbleFiz app with no special access or tools, but occasionally you need to jump into the engine room to go to full power-mode.
Team Manager allows a Team Admin to manage Team Member profiles, create or edit Templates, manage Groups, manage key Documents, create System Connectors to external assets, select new bundles and control billing.
But most importantly, Team Manager provides access to the structured data files for responses that were collected via the Templates deployed in your groups. In seconds, you can access a simple structured document to power analysis and make quality decisions, faster.
See also Create a new bubbleFiz Team, Convert from Basic Plan to Business Plan and Using Team Manager.
Accessing Team Manager
Team Manager is a website that can accessed by Team Admins on either the bubbleFiz app, or a desktop computer browser.
Using Team Manager
Members are simply bubbleFiz users with a unique email address. Members could be your team members, your employees, your customers, or your mates that use bubbleFiz. BubbleFiz has two kinds of users;
Team Members are bubbleFiz users (a unique email address) whose member profile is listed in your Team account. Team members are usually your employees or mates in your organisation. The Team Admin can manage Team Member profile settings. A Team Member can only belong to one team account at any one time, but, they may be invited as a guest to another Team to communicate and interact in those groups.
Community Members are bubbleFiz users (a unique email address) that do not belong to any Team account. In other words, think of them as a team-of-one who are part of the bubbleFiz app community. Community Members may be invited as a guest to communicate and interact in Team groups.
See also Create a new bubbleFiz Team and Create and Invite Team Members to bubbleFiz.
Roles are used to assign a group of high-level permissions to member for a specific purpose.
Team Admin controls the highest-level security, configuration and administrative settings via the Team Manager platform. They can also manage Team Members, Create or Edit Templates, manage groups, manage key documents, create System Connectors to external assets and carry out maintenance tasks.
Group Admin is in control of a group. They can add or remove members from the group, edit the group properties and delete the group. These actions can all be done from within the bubbleFiz app. By default, the creator of a group is the group Admin, but any Member can be delegated as the group Admin at a later time. The group Admin does not inherit Team Manager access unless they are also a Team Admin.
Member is the default role for everyone in the bubbleFiz app. Members are invited into groups to communicate and contribute.
Guests are bubbleFiz members that have been invited to communicate in another teams’ Group. Inviting Guests into your bubbleFiz group is a good way to communicate with a wider community of users, while still maintaining security and control of your information. This provides a layer of flexibility for users who work across multiple organisations, such as a contractor, freelancer or executive board member.
Each Team Member can be assigned permissions which control their access and function in the apps. Permissions are only available for Team Members, as they are managed via Team Manager platform.
Add Groups allows members to create new groups in the team space.
Add Items allows members to deploy new items in a group in the team space.
Add External Contacts allows members to invite members from outside your team to work in your groups.
Create and Invite Team Members
It is quick and easy to create a Team Member and invite them to your bubbleFiz Team.
Create a Team Member
Adding a Team Member profile to your Team Account ensures they have the correct permissions and access to collaborate in your bubbleFiz team. If you are the bubbleFiz Team Admin for your bubbleFiz Team account, you will have permission to create, invite, manage or remove Team Members via the Team Manager site.
Alternatively, save the profile but send invite at a later time
See also Add Team Members to a bubbleFiz group
Profile Display Name is the name that is seen throughout the app by other members. This could be your full name, your first name only or a nickname. The display name has a 20 character limit and can contain alphanumeric characters, punctuation characters, special characters, spaces, non-English characters and emojis.
Profile Photo let’s members add a photo (or any image). Your profile photo helps your team or community know who you are, both in bubbleFiz and in the real-world when it comes time to meet up.
Logout Member Profile
Occasionally you may need to logout of the bubbleFiz app on your device. Logging out of the app does not affect your member profile information or the content you have created.
While you are logged out you will not receive mobile notifications from the bubbleFiz app on your device. Also, bubbleFiz does not currently send email notifications, so you can really enjoy your time off (sigh of relief!).
If you are using the bubbleFiz app on more than one device, you will need to logout of the app on each device individually.
Deactivating Your Member Profile
If you are leaving bubbleFiz for good, you can deactivate your member profile. If you have more than one active member profile (Profile ID), you’ll need to deactivate each profile individually.
The Team Admin can also deactivate your bubbleFiz member profile using Team Manager. This will have the same outcome as above.
Note: Deactivating your account won’t delete messages, templates, responses or files you’ve shared in bubbleFiz. This content belongs to the Team who owned the group that the content was created in. If required, flag content you’d like to remove from the app before deactivating your profile. See also Flagging Content
Request to Delete Your member Profile Information
bubbleFiz members or Team Admins can contact bubbleFiz and request to remove a members’ personal data from the platform. The ability to delete a person’s personal information allows companies to meet the General Data Protection Regulation (GDPR).
bubbleFiz will only delete member profile information at the request/confirmation of a Team Admin. Team Admins should submit a request to bubbleFiz, including the member’s full name, email address, and your Team Name.
Requesting Profile Information Delete
This will delete:
This will not delete:
If you decide to recreate a bubbleFiz member profile in the future using the same Profile ID (email address), you will be treated as a new user. Your member profile will not automatically inherit previous settings or access. Initially you will be a Community Member until your member profile is invited to an active Team by a Team Admin.
Groups are where all the pieces come together.
Groups are where all the pieces come together — members, structured data, item templates, chat, and the @fiz virtual assistant. Groups are a great way to focus your communication with a whole team or one-to-one with a member.
Your communication with other members will happen in groups, and you can create as many groups as you need. Groups can be used to focus anything — your business communications, team operations, a topic focus-group, projects, one-to-one with a mate, or even a place to connect with customers or community. The ‘Get Started’ bundle provides you with a few suggested groups to quickly get you up-and-running.
See also Create a bubbleFiz group.
Create a Group
Your Team Member permissions control whether you are allowed to create and manage groups in bubbleFiz. For changes to your Team Member permissions, contact your Team Admin. See also Roles and Permissions.
You are now ready to add some members to your groups. See Add team members to a group
Edit a Group
Sometimes your bubbleFiz groups need some love. Perhaps you need to add your new team member to your group, or add that cool new template that you built.
Every bubbleFiz group has a Group Admin. In most cases, the Group Admin is also the creator of the group. Only the current Group Admin can make changes to the group.
If you haven’t yet created a group, perhaps start at Create a group.
Add Members to a Group
Groups are a pretty lonely place when it’s just you. Add community members or team members to bring groups to life.
Each bubbleFiz group has a nominated group Administrator. In most cases, the group Administrator is also the creator of the group. Only the current group Administrator can add or remove members from the group.
See also Edit a Group.
Remove Members from a Group
See also Edit a group.
Intergrate chat and powerful structured data into your team communication.
Item Templates, or simply-put Templates, provide you with a simple, yet powerful way to integrate structured data capture into your conversational communication in a group.
A template is created once, but can be deployed many times over. The bubbleFiz template builder allows your Team to create a series of interactions to collect structured data; leveraging the power of your people and their mobile devices.
Some ideas for templates include polls, short surveys, NPS surveys, data capture forms, audit forms, safety forms, smart-lists, content posts, document shares, knowledge share articles, project updates, team check-in, and the list goes on.
The Template configuration and settings are managed via the Team Manager site, which your Team Admin can access and manage. To create new templates or customise existing templates, contact your Team Admin.
Chat goes by many names; personal message, private message, direct messaging, or personal chat. Chat on bubbleFiz is a form of conversational communication between different members. Chat can be used in bubbleFiz groups, or even inside Templates to create highly contextual and focused conversations. Chat provides flexibility and speed, which why it has gained momentum in the work-space. Team members can use chat to complement the structured template interactions to get their message across using rich content which supports text, images, emojis and hyperlinks.
See also Chat in Groups
About @fiz Virtual Assistant
@fiz virtual assistant is a software agent that can perform programmed tasks or services for an individual using bubbleFiz Chat. A member uses the @fiz command in a chat message combined with a meta tag to instruct the virtual assistant to perform a task or service. The virtual assistance is very useful for frequent tasks performed by team members where speed and accuracy is key. A virtual assistant can save time and increase the effectiveness of your team.
Some examples of the tasks or services the virtual assistant can perform are:
The @fiz virtual assistant can be programmed via the Team Manager Connectors to perform other tasks and services that suit the digital resources your business has available.
Also see Chat in Groups and @fiz Virtual Assistant in Groups and Accessing Team in Team Manager.
Master your team communication with these handy tips and tricks.
The Flow - Bringing it all together
Deploy Templates in Groups
Templates provide you with a simple, yet powerful way to integrate structured data capture into your conversational communication with a group of people.
See also About Groups and About Templates
The group settings will determine which templates are available for the team members to deploy and respond to. The Group Admin can add or remove templates via the group settings. Also see Edit a Group.
Deploy a Template
See also Respond to a Template in a Group.
Respond to Templates in Groups
See also Deploy a Template in a Group.
Respond to a Template
Chat in Groups
Chat on bubbleFiz is a form of conversational communication between different members. Chat can be used in bubbleFiz groups, or even inside Templates to create highly contextual and focused conversations.
See also About Chat
Send a Chat Message
Send an image/photo in Chat Message
@fiz virtual assistant in Groups
@fiz virtual assistant is a software agent that can perform programmed tasks or services for an individual using bubbleFiz Chat.
See also About @fiz virtual assistant and Chat in Groups
Send an @fiz command
Report and Remove Content
We know it’s hard to believe, but, occasionally humans get things wrong. Apps with user-generated content may occasionally present challenges ranging from intellectual property infringement to bullying. To mitigate abuse or misuse, the bubbleFiz apps include a mechanism for users to report offensive content, the ability to block abusive users from the service, and published contact information so users can easily reach a group administrator or bubbleFiz support.
Flag offensive or inappropriate content for review
Remove offensive or inappropriate content
Members, Group Admins and Team Admins have the option to remove flagged content permanently from view in the app.
Note: the content and data will still remain in the bubbleFiz platform for audit purposes. This may be accessed by the Team Admin, or contact bubbleFiz support for assistance.