Step-by-step guides

Practical guides for the most common tasks. Names in quotes are the labels you see on screen. The email screens currently show their labels in Spanish.

Activate Marketing OS yourself from the dashboard of your account (button "Activate Marketing OS", free). The AI agents are set up together with the Blue Bridge team. If you need help, open a ticket from Support.

Connect Instagram and Facebook

  1. 1

    Make sure your Instagram account is a Business (professional) account linked to a Facebook Page you manage. Meta requires this to publish.

  2. 2

    Open Marketing and go to the social channels page.

  3. 3

    On the Instagram or Facebook card, press "Connect". You are sent to Meta to authorize.

  4. 4

    Choose the Page and the Instagram account and accept the permissions.

  5. 5

    Back in Blue Bridge the card shows "Connected" and the account name. With several accounts, press "Make primary" on the one to use by default.

  6. 6

    Use the toggle on a card to switch that channel on or off.

Create your first email campaign

  1. 1

    Open Marketing and then Email Campaigns.

  2. 2

    Step 01, Campaign: create a campaign or pick one, write the subject and choose a style (newsletter, promotion, invitation, celebration, minimalist, text and image). Add your logo, an image and a button if you wish.

  3. 3

    Press "Guardar borrador". Drafts are kept in "Mis campañas de correo".

  4. 4

    Step 02, Preview: review how the email looks.

  5. 5

    Step 03, Delivery: choose the audience (only contacts you have a lawful basis and consent for) and press "Enviar test" to receive it yourself.

  6. 6

    Press "Enviar campaña" to send now, or schedule it. A scheduled campaign can be cancelled and returns to draft.

  7. 7

    A campaign that was sent can be duplicated to send again.

Set up MAIA and BOOKY on your website

  1. 1

    Request a demo or write to info@bluebridgeglobal.be: in this phase the team sets up your agent with you.

  2. 2

    Prepare your business name, address, services with durations, staff, opening hours, languages, tone and frequent questions.

  3. 3

    The team creates your agent, loads this information and, for BOOKY, connects your calendar.

  4. 4

    Paste the chat snippet provided by the team before the closing body tag of your pages.

  5. 5

    Test a conversation, including a booking and a handover to a person.

  6. 6

    Review the conversations and ask the team to adjust the information.

Support