Create a Beacon

Beacon creation is a two-step process:

Step 1: Create the Beacon

Step 2: Configure the segment for the Beacon

Step 1: Create the Beacon

Use the following steps to create a Beacon collection:

Go to the target application where you want to create a Beacon, and then Launch the Whatfix Studio.
On Whatfix Studio, click Beacon.
Enter a name for the Beacon Collection.

Info

A Beacon collection is a group of Beacons and are usually on the same page.
The Beacon collection name is solely for your (creator's) reference and is not visible to the end-user.
Visibility Rules are defined for a Beacon collection. So even if you have only one Beacon on a page, it needs to be part of a collection.

Click + Add Beacon to create a new Beacon.
Select an element on the application where the Beacon must appear.
In the CONFIGURATIONS tab, under the Beacon style section, choose the style and color of the Beacon.

Note

Select the Custom style to configure the text of your Beacon.
clm_Beacon_text

Under the Positioning section, adjust the position of the Beacon.

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There are two different positioning modes,

In the Basic Positioning mode, choose among the 8 available positions.
In the Advanced Positioning mode, adjust the position of the Beacon by pixel. Either use the navigational arrows or enter the value in the Movement on key click(px) dropdown to change the position by pixels.

In the Tooltip Position section, choose the position of the tooltip.
Enter the name of the Beacon.

Info

The Beacon name is solely for your (creator's) reference and not visible to the end user.

Enter a description for the Beacon action.

Info

The Beacon description is visible to the end user when they hover their cursor over the Beacon.

Set the condition to stop displaying the Beacon.
Click Save Beacon.

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To add more Beacons, click + Add Beacon on the Studio, and then repeat steps 4 to 12.

To save the Beacon collection, click Save Beacon.

Note

Once you have created the Beacon collection, a segment is automatically created on your Whatfix dashboard.
To make content like Beacon or Smart Tip display on your page/ application, on the Whatfix Dashboard, go to the Widget section and move the associated Beacon segment from Draft to Production.

Step 2: Configure the segment for the Beacon

Use the following steps to configure a Beacon segment:

On the Whatfix Guidance dashboard, click Widgets.
Click Beacons.

In the Draft stage, hover your cursor over the auto-created segment, and then click the Edit icon.

Info

The Beacon collection that is attached is the newly published content.

Expand the Set Visibility Rules section and configure your Visibility Rules that determine how the Beacon collection is displayed to the end user.

Note

For more information on the different conditions that can be used in Visibility Rules, see Visibility and display rule conditions.

Click the When tab, and then select the number of times you want to show the Beacon.

Note

Attach a Flow, Video, or Link to a Beacon.
To attach content to a Beacon, expand the attach content section, click Attach Content, and then select any content that you want to display to your users.
The attached content is displayed based on the Disappearance of Beacon setting you configured while creating it.

Click Save.

Info

The Beacon stops displaying once the end user clicks it.
To show the Beacon again, refresh the Beacon segment or re-create it.

Once you are done creating the Beacon collection, select the segment, and then click Send to ready.
Go to the Ready stage and select the segment you want to move to the Production stage, and then click Push to production.

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Only one Beacon segment can be shown per page. To enable multiple Beacon segments to show on a single page, contact support@whatfix.com.

Create a Beacon

Step 1: Create the Beacon

Step 2: Configure the segment for the Beacon

What's Next