How to set up automatic daily reminders in Bubble.io: Step-by-Step Guide

 

Setting Up Automatic Daily Reminders in Bubble.io

 

Creating automatic daily reminders in Bubble.io involves leveraging workflows and scheduled events to perform actions at specified intervals. Below is a detailed, step-by-step guide on how to achieve this functionality in a Bubble.io application.

 

Prerequisites

 

• A Bubble.io account with a project ready for reminder implementation.
• Basic understanding of Bubble.io workflows and database structure.
• Proficiency in creating and managing data types and fields in Bubble.io.

 

Understanding Bubble.io Scheduled Workflows

 

• Bubble.io uses scheduled workflows (also known as backend workflows) to perform actions at a future time or on a repeating basis.
• You can schedule workflows to run periodically, such as daily, to automate repetitive tasks, like sending reminders.

 

Setting Up Your Data Type

 

• Navigate to the Data tab in your Bubble.io editor to set up the necessary data types and fields.
• Create a new data type called Reminder. This will store information about each reminder.
• Add fields to the Reminder data type, such as:
• Title (Text): To hold the reminder title.
• Message (Text): To contain the body of the reminder message.
• Reminder Date (Date): To specify when the reminder should be triggered.
• User (User): Link each reminder to a user.

 

Creating the Recurring Workflow in Bubble.io

 

• To set up a recurring workflow, go to the Backend Workflows section in your Bubble.io project.
• Create a new API Workflow by clicking on the Add a new API endpoint button.
• Name your workflow, e.g., daily\_reminder.
• Define parameters if you need variables to be passed, such as a User ID or specific reminder data.

 

Designing the Reminder Action Workflow

 

• Within your API Workflow, add actions that define what Bubble should do daily (e.g., sending an email).
• Example action steps include:
• Select Send email action to notify a user.
• Fill in fields like "To" with Current User's Email, "Subject" with Reminder's Title, and "Body" with Reminder's Message.
• Use the Do a search for option to fetch the reminders due to trigger based on current date comparisons.

 

Scheduling the Workflow to Trigger Daily

 

• Schedule this workflow to trigger daily by using Bubble’s built-in scheduling feature.
• Create a one-time workflow or entry point to schedule the daily\_reminder workflow. You can trigger this when a new user signs up or as a one-time admin task.
• Set the Dynamic Date/Time using Bubble's dynamic expressions to Current date/time: rounded down to day + 1 day: change hours to [desired hour] to run the workflow at a specific time.

 

Testing Your Workflow

 

• Before finalizing, ensure you test the scheduled workflow thoroughly.
• Check if reminders are being created correctly in the database.
• Use Bubble's test mode to simulate the trigger time and confirm email or other alerts are sent accurately.
• Adjust your date/time settings in workflows to ensure they match your requirements, especially if users are in different time zones.

 

Deploying and Monitoring Reminders

 

• Once tested, deploy your changes to the live version of your app.
• Regularly monitor workflow logs in Bubble to ensure reminders trigger as expected without errors.
• Periodic review and updates might be necessary if your application or user base grows.

 

By following these steps, you can effectively set up automatic daily reminders in Bubble.io. This approach utilizes Bubble’s capabilities to automate notifications, enhancing engagement and operational efficiency within your application.