How to Install and Customize Customerly Live Chat on Your Bubble App

With Customerly's easy installation process, you can quickly set up live chat on your Bubble dashboard and begin engaging with your customers in real-time.

Luca Micheli
Written by Luca MicheliLast update 7 months ago

Are you looking to improve customer engagement and support on your Bubble app? Look no further than Customerly Live Chat. In this tutorial, we will guide you through the Customerly Live Chat installation process on your Bubble app and show you how to customize it to match your brand.

Getting Started with Customerly Live Chat

To begin, you must access your Bubble dashboard and navigate to the "Plugins" section.

Click on "Add Plugins" and search for the Customerly Live Chat plugin. Install the plugin to add it to your app.

Once the installation is complete, you will need to obtain your Customerly project ID.

To do this, you must have a Customerly account.

You can visit Customerly.io to sign up if you don't have one. Customerly offers a free plan to get you started, and no credit card is required.

With your Customerly account, you can access your project ID, which is necessary for the installation. Copy the project ID from your Customerly account and return to your Bubble dashboard. Paste the project ID into the appropriate field.

Customizing Your Customerly Live Chat

Now that you have Customerly Live Chat installed on your Bubble app, it's time to customize its appearance and settings. By accessing the settings and messenger general settings in the Customerly Live Chat plugin, you can configure various aspects of the chat.

Under the appearance section, you can adjust the color of the chat to match your brand. You can also choose the position of the chat window, change the icon, and save your settings.

After adjusting the appearance, you can preview your live chat on your Bubble app. Take note that if you encounter the Bubble debugger, it is a normal occurrence and can be removed. Once you've removed the debugger, you will see your live chat in action.

Engaging Customers with Chat Triggers

Customerly Live Chat offers various chat triggers that allow you to engage with your visitors and provide customized messaging based on their interactions. In the Customerly dashboard, you can create chat triggers and messages under outbound settings.

For example, you can create a chat trigger that presents a message to users when navigating to a specific app page. Setting up these triggers lets you capture visitors' attention before leaving the page. The messages can be personalized and support multiple languages.

You also have the option to customize the message to be assigned to specific teams within your organization. For instance, you can assign sales-related messages to your sales team for better organization and efficiency.

Building Marketing Automation with Customerly

Customerly Live Chat is just the tip of the iceberg when it comes to the capabilities of Customerly. If you'd like to enhance your customer engagement further, you can utilize Customerly's workflow feature to send automated emails to your customers.

Using workflows, you can segment your customer base based on various filters and create personalized email messages. Whether you want to send emails to everyone or target customers with specific attributes, like employee count, Customerly allows you to create effective email campaigns effortlessly.

Within the workflow builder, you can choose from pre-designed templates and easily customize them to suit your brand.

The template builder is intuitive and user-friendly, enabling you to create visually appealing emails without any coding knowledge.

Once you've set up your emails, you can connect them to your customer segments and trigger them based on specific actions or filters.

This marketing automation capability is a game-changer, as it allows you to nurture your customer relationships and provide relevant content based on their behavior within your app. By leveraging Customerly's no-code solution, you can automate your marketing efforts and save time while delivering a personalized experience to your customers.

Strengthening Customer Support with Help Center

In addition to the live chat and marketing automation features, Customerly also offers a Help Center, which can enhance your customer support capabilities. By redirecting customers to the Help Center within your app, you can provide them with a wealth of information to better understand and utilize your Bubble app.

The Customerly Help Center is built-in and requires no additional coding.

It is a repository of articles and resources that answers common customer questions. By organizing and documenting app functionality within the Help Center, you can alleviate customer support requests and empower customers to find answers independently.

The live chat integration includes a "Find an answer" feature that displays relevant Help Center articles to customers without requiring them to leave the app. This feature guides customers toward self-help options and reduces support efforts for your team.

Conclusion

Installing and customizing Customerly Live Chat on your Bubble app can significantly improve customer engagement and support.

The installation process is straightforward, and the customization options allow you to match the chat to your brand's identity.

Customerly's chat triggers and marketing automation workflows further enable you to engage with customers dynamically and provide tailored experiences.

Furthermore, the Help Center feature helps streamline customer support and empowers customers to find answers to their questions independently.

Don't hesitate to reach out to Customerly's support team for assistance or to unlock deeper integration possibilities. By leveraging the power of Customerly, you can create an exceptional customer journey on your Bubble application.

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