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Schedule a Beacon
  • 26 Apr 2024
  • 2 Minutes To Read
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Contents

Schedule a Beacon

  • Updated On 26 Apr 2024
  • 2 Minutes To Read
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Article Summary

Whatfix enables you to schedule your Beacons to plan your announcements and alerts. You can schedule alerts for a specified time and also set recurring alerts.

You can schedule a Beacon based on the following options:

  • Start date
  • End date
  • Time zone
  • Number of occurrences over a period of time

A few example use cases are listed below.

Use the following steps to schedule a Beacon:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Beacons.
    ia_widget_beacons

  1. Hover your cursor over the Beacon segment you want to schedule, and then click the Edit icon.
    CLM_DB_Click_edit_icon

  2. Click Set Visibility Rules.
    2023-02-17_20-23-20.png

  3. Click the When tab.
    RB_DB_beaconsclickwhentab

  4. Use the When tab to set the time span for the Beacon to appear.

    • In the Start On and End On fields, set the date and time period.
    • In the Time Zone drop-down, select any time zone or click Use Local Time to use your local time zone.
      RB_DB_Whentab
Note:
  • Clicking the Use Local Time converts the Start On and End On settings based on your local time zone, and the Beacon is shown accordingly.
  • The Beacon appears only between the set time duration on the selected dates. For example, if you set the start time at 08:00 and the end time at 21:00, then for the selected dates, the Beacon appears between 08:00 and 21:00 every day until the end date.
  1. In the Repeat section, set the frequency for the Beacon. Use any one of the following options:
  • Click Until and set the number of times the Beacon has to appear. The Beacon stops appearing after the specified number is reached.
  • Click Custom, and from the dropdown, select the days you want the Beacon to appear.
    2023-02-17_20-26-07.png
Note:

In the custom configuration, the Beacon appears only once per day.

  1. Click Save.

Example Use Cases

Display Beacon on particular days in a week

  1. Under Set Visibility Rules, click the When tab and then select the Start On and End On dates.
    RB_DB_Whentabusecase1
Note:

If you want to show the Beacon perpetually, do not select the start and end date.

  1. Select Custom under the Repeat section.

  2. Click Select Days from the dropdown.
    2023-02-17_20-26-07.png

  3. Select the days you want to show the Beacon and click Done.
    2023-02-17_20-27-38.png

Note:

In the custom configuration, the Beacon appears only once per day.

  1. Click Save.

Display Beacon once every day the first time a user logs in

  1. Under Set Visibility Rules, click the When tab and do not select the Start On and End On dates.
    RB_DB_Whentabusecase1
Note:

If you want to show the Beacon perpetually, do not select the start and end date.

  1. Select Custom under the Repeat section.

  2. Click Once Daily from the dropdown.
    2023-02-17_20-28-51.png

  3. Click Done.

Display Beacon every time a user logs in for a particular time frame

  1. Under Set Visibility Rules, click the When tab and then select the Start On and End On dates.
    RB_DB_Whentabusecase1

  2. Select Until under the Repeat section.

  3. Enter a large number, for example, 99999.
    RB_DB_beaconmaxoccur

  4. Click Done.

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