Edit Beacons

Prev Next

Whatfix enables you to edit Beacons inside a collection both during creation and post-creation.

Make the following changes to a Beacon inside a collection:

  • Change its position
  • Change its style
  • Update the description
  • Delete a Beacon from the collection

Expand the following accordions for more details:

During Beacon creation

Use the following steps to edit the Beacon inside a collection during Beacon creation:

  1. On Whatfix Studio, click the Beacon you want to edit.
    Studio_beacon

  2. Click Edit step.
    Click edit step to edit the beacon

  3. Make changes to the Beacon and then click Save.
    Dashboard_beacon_edit

Here's a GIF on how to edit a Beacon during the Beacon creation.

Post Beacon creation: Using Whatfix Guidance Dashboard

Use the following steps to edit a Beacon inside a collection post Beacon creation:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Beacons.
    ia_left%20nav_beacons

  3. Hover your cursor over the Beacon collection you want to edit, and then click the Edit icon.
    db_beacon_edit

  1. Go to the Beacon and then click the Edit icon.
    Dashboard_beacon_edit

  2. Make changes to the Beacon and then click Save.
    Dashboard_beacon_edit

  3. Click Save to save the Beacon collection.
    Dashboard_beacon_edit_save

Post Beacon creation: Using Launch live edit

Use the following steps to edit a Beacon inside a collection post Beacon creation:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Beacons.
    ia_left%20nav_beacons

  3. Hover your cursor over the Beacon collection you want to edit, and then click the Edit icon.
    db_beacon_edit

  1. Click Launch live edit.
    Click launch live edit to edit the beacon

  2. Once Whatfix Studio launches on the application, click the Beacon you want to edit.
    Studio_beacon

  3. Click Edit step.
    Click edit step to edit the beacon

  4. Make changes to the Beacon and then click Save.
    Dashboard_beacon_edit

  5. Click Save Beacon.
    Dashboard_beacon_edit_save