Top
Login
Contents x
Schedule a Beacon
  • 26 Apr 2024
  • 2 Minutes To Read
  • Print
  • Dark
    Light
  • PDF
Contents

Schedule a Beacon

  • Updated On 26 Apr 2024
  • 2 Minutes To Read
  • Print
  • Dark
    Light
  • PDF
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.

Was this article helpful?
What's Next
Privacy Policy | Whatfix Glossary | Whatfix Platform Status
Copyright © 2024 WHATFIX TM. All rights reserved.
Change password!
Changing your password will log you out immediately. Use the new password to log back in.
Change profile
Success!
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
Logout