Chapter 1: Getting Started

[THE LINKS TO CONTENT BELOW HAVEN’T BEEN UPDATED] ]

Chapter 1: Getting Started

About this Tutorial

Supported Platforms

Getting More Help

Creating Your Bottlenose Account

Create your Username

Detecting Your Interests...

Adding Suggested Streams

Do This First: Add a Shortcut to Bottlenose on Your Browser’s Bookmarks Toolbar

Optional: Make Bottlenose your Start Page

Add Streams to Track

Viewing Streams

Using Reader View

Using Multi-Column View

Reading Messages

Using Sonar View

Sonar Controls

Using Newspaper View

Sorting Streams

Sort by Time

Sort by Popularity

Sort by Relevance

Searching and Exploring

Save a Search

Using AND and OR in Search

Customize a Search Rule

Authoring and Posting

Author Posts of Any Length

Attaching Files, Photos and Videos to Posts

Scheduled Posts

Addressing a Post to the Public

Private Posts and Direct Messages

Addressing to Email Addresses

Tagging Your Posts

Reposting

Inviting Friends

Viewing Profiles for People

Chapter 2: Intermediate Topics

Linking Multiple Accounts to Bottlenose

Adding Accounts

Removing Accounts

Collaborating with Teams to Manage Social Media Accounts

Share One Bottlenose Account With Multiple People

Link Multiple Bottlenose Accounts to the Same Network

Filtering Out Messages You Don’t Want to See

Desktop Notifications

Using Assistants

Viewing your Public Profile

Moving Streams in Folders

Curating your Interests

Using Stream Rules

Editing Stream Rules

Creating New Custom Streams

Enabling Desktop Notifications

Following People and Interests from Within Messages

Adding Plug-Ins

Chapter 3: Advanced Topics & Troubleshooting

Non-English Languages

Unsupported Device or Browser

Reloading the App

Login Problems

Can’t Post Message

Yellow Error Triangle on a Stream

Offline Mode: Attempting to Reconnect

Search Results Empty

Streams Don’t Contain Enough Messages

Refreshing Your Local Storage

Slow Performance

Bottlenose on iPhone, iPad and Android Devices

Deleting Your Account

Super Quick Orientation

Bottlenose provides two big apps:

  1. A Public Social Discovery Portal that shows you what’s happening NOW around any topic or person being discussed in social networks.
  2. A Personalized Social Listening Dashboard for tracking all your news, social networks and interests in one place. It shows you what’s trending in your social networks, among people you follow and trust. It also lets you track and analyze streams of messages and news for any interest (for people, lists, topics, saved searches, groups, etc.).

 

About this Tutorial

Welcome to Bottlenose, a smarter way to keep up with all your streams. This tutorial is designed to help you get started, and to make the best use of the many powerful features Bottlenose provides. Feel free to visit our Feedback forums and make suggestions or report bugs.

 

Supported Platforms

Bottlenose is currently a Web app that runs in your browser. It’s written entirely in Javascript and HTML5.

Bottlenose has not been adapted for mobile phones and tablets yet -- it may not work correctly on those devices today. (Note: we hear it works on iPad 3 fairly well).

We will also be providing a desktop app version of Bottlenose, for those who want that. This is coming in the future.

 

Getting More Help

If you need help, first look here in this documentation. If you still don’t find what you need, then try these steps:

  1. Check the Bottlenose Knowledgebase.
  2. If you have a bug or feature suggestion, file a support ticket here.
  3. If you need to reach us for urgent support, contact us via email to file a support ticket.

o   We will get back to as soon as we can, as time permits. Thanks for your patience.

o   Please include your email address (so we can get back to you!) and the email address of your Bottlenose account (if different), and your Twitter username  (not your password!).

o   Also tell us what device, operating system, and browser you are using, and any other information that describes your problem in detail.

 

Registering as a New User

Signing up for Bottlenose and creating your account is easy. Just follow these steps.

Signing up

Go to bottlenose.com and press Try Bottlenose Lite Now!. We need an email address and a password.

Adding Suggested Streams

During sign-up, we recommend adding a few of your social network accounts, and some suggested streams, so that you can get the most out of your initial experience.

Also, please make sure to follow us at @bottlenoseapp on Twitter as well, so that you can keep up with news about the app.

Suggestion: Add a Shortcut to Bottlenose on Your Browser’s Bookmarks Toolbar

The first thing you should do is add Bottlenose to your browser’s Bookmarks toolbar so you can back to it easily.

Suggestion: Make Bottlenose your Start Page

You might want to set Bottlenose to be your home page when your browser loads. Some people do this because they like to get all their news, trends, and social updates every time they start their browser.

 

Connect your Accounts to Bottlenose

Click the little gear icon towards the top of the left column. Choose “Accounts” from the dropdown menu. Then select the type of account you want to add (ex: Twitter, Facebook…). This will generate a pop up authentication window. Add the credentials for the account you want to link, and grant Bottlenose permission to link to this account.

 

Add Streams to Track

To make full use of Bottlenose you should add a bunch of streams to keep up with. You can add streams during the signup process, and you can also add them while using the app.

Go ahead and try adding various kinds of streams that interest you. You can delete them later if you don’t want them, don’t worry. You will see there are many interesting and useful kinds of streams you can add.

Viewing Streams

In Bottlenose, you can view streams in many ways. The basic version of Bottlenose comes preconfigured with several mini-apps, available as tabs on the nav bar.

 

Sometimes in certain contexts special tabs will appear. At other times, some tabs might not appear because they are not applicable in that context. Try them out!

Using The Now Tab

The Now tab shows you a high-level view of the trends around any topic.

NOTE: It can take a minute to load and gather enough data. It works in real-time and gathers data on-demand. Also, for some topics if there is not much conversation or many links or images being shared, the results may vary. But for active topics you should see some interesting results.

“Now” shows you a number of views of what’s trending now on social networks, for the topic you chose. Click around and explore it.

Using Stream View

The most basic view is Stream. It provides a single-column view of a stream that is like a familiar newsreader or email client interface. Select a stream and then in the middle column you can see the messages or headlines.

Select a message and it slides open so you can read more about it.

Reports

Reports are high-level views of streams. They are generated from your twitter accounts.

The News report shows you a view of topics and trends from your account.

Click the Community report to see a muti-column view of the streams within the account.

Reading Messages

When you select a message, a more detailed view of that message slides into view. Within this view there are several subsections that provide a summary of the message, previews or media players for links in the messages, bios of related people (such as the author or people who are mentioned), and related conversation and messages.

Using The Paper Tab

Bottlenose lets you view an instant real-time newspaper for any stream. Just click the Paper tab.

It may take a minute to generate your newspaper because Bottlenose has to analyze the stream, figure out what’s most popular, and fetch related previews and content.

The resulting newspaper shows you a prioritized view of the top content in the stream.

Using The Pictures Tab

The Pictures tab is not always available - it only shows up when Bottlenose can get live pictures for the current stream. It does not show up on all Dashboard streams. When it is visible, it gives you a live river of photos and other pictures being shared about the topic of the stream.

Using The Sonar Tab

Sonar shows you what’s going on in any stream of messages, at-a-glance, so you don’t have to read or skim everything yourself.

When Sonar opens it visualizes the trending topics in the stream.

Sonar Controls

When you hover over Sonar you will see some controls appear along the top.

Sorting Streams

You can sort any stream in a few different ways to help surface the messages you want. To do this, just use the little dropdown menu on the corner of stream columns.

You can sort by Time, Popularity, or Importance.

Searching and Exploring

Bottlenose provides real-time search on steroids. Just type a search into the search box to see for yourself.

Currently Bottlenose searches Twitter, Facebook, Google+, YouTube and other networks that are connected to them (like Instagram).

Searching in Bottlenose does not go far into the past - we search the present. When you search in Bottlenose you get real-time results - it shows you what is happening right now. You can view search results in many different ways, using the tabs (Sonar, Pictures, Paper, etc.)

Save a Search

When you do a search it is not saved automatically.

You can save it using the Save to Dashboard button, which appears at the bottom of the window after a new search.

Once you save a search it becomes a Tracked stream in your Dashboard

Advanced Search Operators

When you do a search in Bottlenose, you can use AND and OR in the keyword field to do simple Boolean searches. Make sure the operators are typed in all caps.

For example, bottlenose AND sonar would find messages that contain both “bottlenose” and “sonar.”

You can save these searches.

You can also add these simple AND/OR Boolean operators to searches you create using rules for custom streams.

You can also use quotes, and in fact we support some (but not all) of Twitter’s advanced search operators too (feel free to play around and try things... if you are enough of a geek to want advanced search features, you know how to figure them out...)

Authoring and Posting

In Bottlenose you can “write once, post anywhere” -- you can author a post once and then send it out to various networks and recipients. You can even send it out to email recipients.

To author a new post, click the “Post” button at the bottom of the left column to author a new post.

Author Posts of Any Length

You can author posts of any length, not just 140 characters.

Addressing a Post to the Public

Private Messages

Reposting

You can repost a message in Bottlenose from any message by using the repost icon. Reposting a message will open the authoring popup.

Reposting is like Re-Tweeting, except it’s not just for Twitter. You can repost to Twitter (in which case it makes a Re-Tweet) and you can repost to other networks as well.

Remember to choose what network accounts you want to repost the message to.

If you want to add comments, or edit the post before you repost it, click the “Edit this post” button.

Viewing Profiles for People

In Bottlenose you can quickly view a profile for a person from a stream. Just click their username within a message.

Currently Bottlenose generates rich profiles for Twitter users. These profiles show you a summary of the person’s influence over time, and Sonar of their messages (so you can see what they are talking about and interested in). You can also view their messages, and save a stream to keep up with them. For networks other than Twitter, Bottlenose will take you to the user’s profile in that network.

Chapter 2: Intermediate Topics

Now that you have a basic understanding of how to use Bottlenose, you can start to learn how to use some of the more powerful features.

Linking Multiple Accounts to Bottlenose

Bottlenose allows you to link multiple accounts to your Bottlenose account. For example, you might have two Twitter accounts, and three Facebook accounts, that you want to keep up with in the same Bottlenose account. This is useful for keeping up with several accounts in one place.

Adding Accounts

To add multiple accounts from the same network (for example, adding multiple Twitter accounts) to your Bottlenose account, you will need to authorize Bottlenose to connect to each account separately.

Here is how to add multiple accounts:

  1. Click the “+ Streams” button (at the bottom of the left column)
  2. In “Where From”, click “+ Add more accounts”

Alternatively:

  1. Click the “gear” icon towards the top of the left column
  2. Choose “Accounts” from the dropdown menu

  1. Choose the type of account to add (for example, Twitter)
  2. Now you will see a pop up authentication window from the external account host (such as from Twitter.com, if you are adding a Twitter account) that asks you to grant permission to Bottlenose to access the account you selected.
  1. Note: This kind of authentication window uses a protocol called “OATH” -- it is used by Twitter, Facebook, LinkedIn and many other Web services to allow for apps to link to their accounts safely.
  2. Add the credentials for the account you want to link, and grant Bottlenose permission to link to this account.
  1. The account is now added. You will see a stream for it in the left column.
  2. You can add another account if you want to.
  3. Once you have added an account, you can then add streams from it, using the Add Streams button. For example you can add streams for saved searches and lists from a Twitter account, or the groups and pages from a Facebook account.

Removing Accounts

You can remove one of your external linked accounts from Bottlenose easily. Just click “+Add more accounts” in Add Streams and click the “trash” icon next to the account you want to remove. Bottlenose will remove the account.

Collaborating with Teams to Manage Social Media Accounts

If you work with a team to manage social media for your organization or for clients, you may want to collaborate on that process by giving several people access to the same accounts.

Bottlenose enables simple team collaboration today, and this feature area is on our list for improvements in the future.

For now, there are two simple ways to collaborate with a team to manage social media accounts in Bottlenose.

Share One Bottlenose Account With Multiple People

Multiple people on your team can login to the same Bottlenose account, if you create an account and share the credentials with everyone.

Link Multiple Bottlenose Accounts to the Same Network

A better option for team social media management collaboration, is to connect the social media account you want to manage (such as a Twitter account) to each team member’s personal Bottlenose account.

In other words, each person on your team links the same account (such as a specific Twitter account) to their personal Bottlenose account. Here’s how to do this:

  1. Give each person on your team their own personal Bottlenose account, with their own email address and private personal password for login.
  2. Then have them each link their Bottlenose account to the social media account(s) you want them to collaborate on managing together (such as a specific Twitter account for an organization).

Desktop Notifications

You can set a stream to notify you with a desktop notification when something happens.

In order to see any desktop notifications, first you have to enable them to appear. To do this, go to Settings and then to the Notifications tab and enable desktop notifications.

Once you have enabled desktop notifications, you can then set any stream to notify you via a desktop notification when something is found. Just edit the rule for the stream to show a notification when the rule is triggered.

Moving Streams in Folders

It’s easy to move streams around in folders. Just drag them with your mouse. Bear in mind, you can only move streams within the folder they are in.

Enabling Desktop Notifications

Bottlenose can notify you on your desktop when streams find things that match your interests or criteria.

Following People and Interests from Within Messages

When opening any Twitter message in Bottlenose you will notice a little “+ subscribe to” button. If you click on this, a menu appears showing various things detected in the message that you can follow as streams (detected topics and people).

 

Chapter 3: Advanced Topics & Troubleshooting

Before you read this section you should be familiar with all the concepts in the previous sections. Here you will learn about advanced topics and troubleshooting.

Non-English Languages

Bottlenose sees all kinds of messages, but Sonar and rules for streams only analyze messages in English currently. Support for more languages will be provided in the future.

Unsupported Device or Browser

Bottlenose requires a modern (latest non-beta version) browser that supports Javascript and HTML5. Please make sure your browser is current.

Bottlenose currently works best on laptops and desktop computers. It also works on some tablets (like the latest iPad) that have HTML5 capable browsers and Javascript enabled.

Bottlenose has not been fully adapted or tested for tablets or phones yet - so it may not work right on those devices currently. More support for tablets and mobile phones is coming.

Reloading the App

If the app is acting strange, it sometimes helps to reload it. To reload Bottlenose, just click the Bottlenose log on the top left. Or you can use your browser’s page refresh button.

Login Problems

If you are having trouble logging in, it’s usually because you are trying to login with a different email account than what you set your account up with.

Please use the email address you used when you set up your account.

If you have followed the instructions and tried everything and you are still having trouble, file a support ticket and we’ll try to help you.

Can’t Post Message

If you try to post but the message won’t go through it is usually because Bottlenose is not connected to the network, or the API for the network you are trying to post to is down for some reason.

  1. First make sure your device is connected to the Internet. You cannot post when you are offline yet - that’s a feature we do intend to add later.
  2. Secondly, if you are online and still can’t post it is probably an API issue. Check to see if there is a yellow error triangle next to any of your streams. If there is, click it and follow the instructions.
  3. If you still can’t post it could be an undetected API error. Reload the page. Try again. Wait a while (an hour) and try again once more.
  4. If that still does not work, file a support ticket and please give us your device, OS, browser and version, Bottlenose account email address, Twitter ID and Facebook ID so we can look into this.

Yellow Error Triangle on a Stream

If you see a yellow error triangle next to the name of a stream in the left column, click it to find out what the error is and follow the instructions.

Offline Mode: Attempting to Reconnect

If you are offline or the network connection is lost, Bottlenose will let you know and will automatically try to reconnect. While you are offline certain features (like posting and sharing) will not work.

Search Results Empty

If you do a search and the results are empty there are several possible explanations:

Streams Don’t Contain Enough Messages

The free browser-based version of Bottlenose stores messages locally in your browser, not on the server.

In the free version of Bottlenose, there is a limited amount of storage (a few thousand messages, on a running basis). Newer messages take priority over older messages; as new messages come in they push out older messages from your local storage.

Each account and stream you add uses up some of your local storage. If you add a lot of accounts and/or a lot of streams, your local storage will fill up pretty quickly. When it is full, if you keep adding more streams, each stream will show fewer messages (the streams share the local storage).

If you find that you are not seeing enough messages in your streams, delete some streams and/or accounts you are not using. That will free up some space.

Another option is to get more storage (by signing up for the Pro version, when it becomes available in the future).

Refreshing Your Local Storage

Very rarely, if you are having real problems with your account, you can refresh your local storage in Bottlenose. This may help resolve certain kinds of problems where streams don’t contain current information, for example.

You should not do this on a regular basis as it is not usually necessary. However, if you want to try it, go to Settings (via the dropdown on the top menu) and the to the Storage tab, and then “Clear the Message Cache.”

Slow Performance

Bottlenose does quite a bit of computing on your device to filter streams for you. Normally this does not make a noticeable impact on your device’s performance. However on certain devices, OS’s, or browsers there may be times when performance seem slow. To fix that:

  1. First of all, make sure you are using a supported device and browser.
  1. Try quitting your browser and starting it again, and then coming back to Bottlenose. This may help.
  2. If you have tried the above and it still doesn’t help, restart your device and try again.
  3. If that still doesn’t help, file a support ticket with us and describe your problem, and your configuration, in as much detail as you can so we can investigate. Please provide your email address so we can contact you with follow-up questions if we need to.

Bottlenose on iPhone, iPad and Android Devices

Bottlenose does not currently fully support mobile devices. You can try it on mobile devices but your results may vary. It does work on later iPad versions, but has not been fully tested on iOS yet. More support for mobile will be coming in the future.

Deleting Your Account

If you want to delete your account it’s easy. Just go to Settings/Your Account (you can access Settings via the menu under your avatar on the top right of the app window).

Deleting your account will NOT delete messages from connected social networks.

You can sign up again and create your account again if you want to come back in later.