Scaling Process' Templates Setup

Here you will find some instructions on how to start your app based on a Scaling Process template you acquired.

Prerequisites

Before you begin, ensure that you have:

• A Bubble.io account

• Access to the Scaling Process template you acquired

• Basic understanding of Bubble.io

Bear in mind that not all steps apply to all templates.

Creating your app

After getting your template in the Bubble marketplace, go to bubble.io/home/apps and hit "Create an app" and select the desired template.

Note that the template will only be available if you have gotten it previously on the marketplace.

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Removing template demo related things

Demo access

This function is only used for the template to be accessible without signing up. To remove the Demo Login, just delete the button related to it.

Here is an example, in one of our templates.

Other Template related things to delete

You can find another things related to the template demonstration by searching for the word "delete" in the Bubble Editor, both in the Design and Workflow tab, for each page.

Delete every element and workflow with this kind of warning on its name:

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Adding your brand to the app

Styles tab

Go to your app's editor on Bubble >>> Styles >> Style variables and set your fonts and colors

Bubble editor Styles tab

Step 1: Styles

App Settings Data Type

Step 2: App Settings on database

See The App Settings data type

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The App Settings data type

Most of our templates use a "App Settings" data type, that is not protected by privacy rules and is used together with the "Styles" settings on Bubble to store things like the app name, colors, default fields, etc.

This data type should have only one item in the database, so don't create multiple entries.

You can create one if there is no data in this data type table or edit the existing one. Just go to your app's editor on Bubble > Data > App data > All App Settings end apply your brand's assets to it.

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Sending emails

Most of our templates use the [1] standard "Send email" action, but some of them can include [2] another sender API plugin to send emails. In either case, you should create a SendGrid account and add your API key to the app.

1. Standard "Send email" action

The standard action uses SendGrid as sender and the Bubble shared API key, which can work in most cases, but also can be have several deliverability problems. So, as the Bubble manual indicates, it should not be used in live version without a Sendgrid API Key set.

You can set your SendGrid API key going to the App Editor >> Settings >> Domain/Email >> Email settings an add your API Key.

Head out to SendGrid API Connection with Bubble apps page on our documentation for more details on this process or visit the Sendgrid Key on Bubble manual to learn more about it.

2. Custom email sender

The other way to send emails is to set an API with an email sending service. The one that you can find in some templates is SendGrid, using a plugin to do so.

Visit the SendGrid API Connection with Bubble Apps guide to setup your SendGrid account and connect it to your app.

For that to work, use the same steps as [1] standard "Send email" action, but also add your API key to the SendGrid plugin.