Accounts, Venues, Users & Settings

Learn how to manage your accounts, add venues, monitor users & settings.

Accounts

Introduction to Accounts

As a Bleesk Fleet administrator you can create and manage additional accounts for your customers or collegues. Accounts enable to sign in, get access to Bleesk Fleet and manage campaigns on their own. Think about a scenario where you have 3 large retail chain customers like Shoe Shop, Coffee Shop and Bar and they require that you create and manage dozens of campaigns for each of them. To add to that, each customer wants to have access to Bleesk Fleet to be able to see the results of the campaigns and edit them when needed. By creating separate accounts for Shoe Shop, Coffee Shop and Bar each of this is possible.

There are two types of accounts:

  1. Manager Account - manager can add additional subaccounts and manage their campaigns
  2. Regular Account - can't add subaccounts
Each added account can only see and manage campaigns that they created or campaigns that their subaccounts created. You can add as many additional accounts as you need.

List of accounts




Adding Accounts & Priviliges

Go to the top-right corner of the interface and click cog icon to expand the dropdown. After clicking on Accounts you will be able to add your first account:

  1. Venue Name allows you to pick a name for the first Venue managed by this account. Every account needs to have at least one venue.
  2. Select Account Type. You can add a regular or manager account (manager can add additional subaccounts and manage their campaigns).
  3. Pick an Email for this account. Email is a username that is required for the account to login to Bleesk Fleet.
  4. Choose Password for this account and retype it below.
    Adding account form

  5. In the last step decide which Priviliges this account should have:

    • Enable Push Management - account can send push notifications remotely to all or select groups of users.
    • Enable Primes Management - account can set campaigns & venues as Prime (learn more about Prime Campaigns here).
    • Enable Spot Management - account can add & remove beacons, wifi and geofence spots.
    • Restrict Access To - decide which parts of the CMS should be visible to this particular account.
      Adding account form




Venues

Introduction to Venues

Venues enable you and your accounts to easily manage proximity campaigns for many customers. Each campaign that is created and delivered by a paricular Venue will also be marked as coming from this Venue in the mobile app - this helps mobile app users to sort offers from multiple venues.

Account that manages multiple venues is able to easily switch between them: When you choose Coffee Shop as a venue and go to Campaigns, you will only be able to see Campaigns that are relevant to this particular Venue.


List of venues



Adding Venues

Go to Venues section and click Add Venue:

  1. Manager Account allows you to choose an account of yours where you would like to add a venue to.
  2. Then pick a Name for this venue.
  3. PIN Code (optional) you can type in a 4-digit code that grants loyalty points to customers (this feature helps to increase security and grant points only by personell that knows the secret PIN code).

  4. Decide wheather this Venue should be a Prime Venue. Prime Venues are immediately visible in the mobile app, so users do not need to be in proximity or download anything. Adding venue form
  5. You can also upload a Logo Image for this venue. Logo is displayed in the mobile app both on the list of offers and on the map.
  6. Info Content allows you to select a content that will be showed if mobile app user clicks (i) info icon in the the mobile app. Info Content is great for adding additional information about a particular Venue like opening hours for example.
  7. Enter Shipping Fee if your venue has option to ship orders. Adding Shipping
  8. If you turn the Products Order Instant Pickup on, the system will automaticaly set ordered product as picked up after the successful payment.
  9. In Products Order Pickup Pin Confirm decide if the pickup should be verified with Pin Confirmation.
  10. In Show location mark you can enter venue's address which allows to list All Offers in the app sorted by the Venues City Name, as well as enables Navigate to Venue feature that shows the way on a map to this particular address.
  11. Use Logo Image enables you to display the logo of this Venue on a map instead of generic icon. Adding venue location
    Prime Venues in a mobile app




Transfering Data Between Venues

Every piece of data created in Bleesk (spot, content, campaign) can easily be transffered between your Venues. All you need to do is to turn it into Edit mode, select the Venue you would like to transfer it to and click Save.

Changing Venue




Users

App Users

App Users tab allows you to see information about users of yoour mobile app provided:

  1. Total Count - numer of mobile app users
  2. Users statistics by Android & iOS system
  3. Verification Code - this is unique ID of particular user
  4. Label - each user can be assigned a label so that you can target particular user groups with specific campaigns
  5. Verification Code - this is unique ID of particular user
  6. Name & Surname
  7. E-mail address
  8. Gender
  9. Age
  10. Categories - those are campaign categories that users have selected as their interests
  11. Last Activity - last time when user had his application turned on

App Users




Settings

Default Repeat Notification Time

Default Repeat Notification Time allows to limit the number of notifications of the same campaign that are received by a phone from the same spot - it's a time to receive notification from the same spot again. Notification Time can be adjusted anytime in the Settings (please note: this feature is only available for customers that have their own API key). Welcome Content




Welcome Content

Welcome Content is a special type of content that appears only one time, when a new user opens Bleesk mobile app for the first time. Welcome Content is often used to greet new users and explain the benefits of proximity campaigns.

Welcome Content Example

To create Welcome Content all you need to do:

  1. Go to Contents and create one.
  2. Go to Settings and choose the content you have just created from Welcome Content dropdown.

    Welcome Content
Please note: using Welcome Content that includes a Video or Loyalty is not recommended and can result in an application error.




Info Content

People often want to learn something about the app they use or the company that delivered it to them. With Info sidebar link you can create a section that enables anyone to open a dedicated page with information curated by you. You can change it as often as you like without the need to update the app.

About Page

Please note: you must have a Labeled Contents module turned on to use this feature.




Categories & Subcategories

Categories section enables you to dynamically upload image and change the name of each campaign category without the need to update the APP or CMS. If you want to learn more what are Categories used for from user perspective click here.

Categories

For each Category you can add also Subcategories. Subcategories are visible in All Offers list in the app (if you decide so) but Subcategories cannot be checked / unchecked by the user in the app settings.

Subcategories




App Layouts

Layout section enables you to create several layouts for your app so that users can choose which layout they prefer to use depending on their needs or problem they want to solve (for example you may want to add a layout for Conference and Retail to showcase multiple usecases to your customers). Soon you will be able to assign a specific layout to a group of users, so that restaurant owner can see a different app layout from his customers.

App Layouts
How to add a custom app layout:

  1. Name - a name visible in the CMS only.
  2. Title - a layout title displayed in the app (available for apps with multiple layouts only).
  3. Subtitle - subtitle displayed in the app (available for apps with multiple layouts only).
  4. Image - layout image displayed next to title and subtitle in the app (available for apps with multiple layouts only).
  5. Menu Items - this section enables you to dynamically change each app menu link without the need to update the APP or CMS.

    Menu There are 3 options you can choose from:

    • Action Item - regular link.
    • Empty Separator - empty space.
    • Line Separator - line between links.
    Menu Items

    Action Item - is regular link in the app and here is how you can add or edit one:

    • Icon - first you select the icon it will have in the app.
    • In Item Title you enter the Label it will have in the app.
    • In Select Action decide which part of the app should the link open. This list consists of two parts: (1) Standard Actions and (2) Custom Actions. In Custom Actions if you choose Custom Content this will enable you to create a specific Content and assign it to this app link. If you choose Custom Contents List this will enable you to create more than one content and assign it to this app link - the user will see a custom list of contents once he clicks on this link. For more info see "Advanced Options - Use As" in Contents).

    Menu Action Item

    Single Venue Filter below enables you to decide if an action item will collect and show contents from all venues or only a single one.

    Organize by enables you to decide if a list of offers should be ordered by Venue and/or Category and/or City.

    Menu Item Options
  6. Home Screen - menu item, action or campaign triggered and displayed to the user every time the app is opened, for example today's daily special or a QR code scanner for loyalty:

    Home Screen Home Screen



App Users Labels

App Users Labels enable to label each user so that you can target particular user groups with specific campaigns or assign a specific App Layout to this particular user. To enable this, you first need to define and add particular user labels that make sense for your business model (for example: VIP, Demo, Regular, Test etc.).

How to add label:

  1. Select Label color.
  2. Enter Label name.
  3. Select App Layout for this particular User Label.
  4. Confirm by clicking on checkmark icon.
  5. Remember to save changes at the bottom of the page by clicking on Save button

Labels




External API integrations

You can import your entire beacon fleet from Estimote or Kontakt.io to Bleesk platform in just a matter of seconds. In order to do that you need to provide certain data so that Bleesk can integrate with external API's:

  1. First you need to obtain your Estimote API Credentials (learn how to get it here) or Kontakt.io API Key (learn how to get it here).

  2. Add API credentials or key to the Settings Tab in Bleesk Fleet.



  3. Go to Beacons & other spots section.

  4. Click Import Estimote Beacons or Import Kontakt.io Beacons



  5. Wait a few seconds and your beacon fleet will appear.




Current Payment Status

Current Payment Status displays the number of spots you are currently using. The amount of your monthly invoice depends on the number of spots you have added to Bleesk platform.

Welcome Content