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Link a Flow to a Beacon
  • 30 Jan 2024
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Link a Flow to a Beacon

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Article Summary

Whatfix enables you to link an existing Flow to a Beacon. End users have the option to either view the Flow or skip it. Linking Flows to a Beacon helps you provide additional guidance to your users.

Linking a Flow to a Beacon is a two-step process:

Step 1: Find the Flow ID that you want to link
Step 2: Link the Flow to the Beacon

Find the Flow ID

Use the following steps to find the Flow ID:

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

  2. Click Flows.
    ia_left%20nav_flows

  3. Click the Flow you want to copy the ID of.
    Linking_two_flows_021

  4. Click Copy ID.
    Linking_Two_Flows_03

    

Note

You can also view the Flow ID in the URL of the Flow. The last section in the URL is the ID of the Flow.
Studio_Dashboard_URL

In this case, the Flow ID is 33f7a870-330e-11ec-98fc-32b5f385aed9.

Use the following steps to link the Flow to the Beacon:

  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 required Beacon collection, and then click the Edit icon.
    db_beacon_edit

  1. Click the Edit button on the Beacon you want to attach the Flow.
    clm_beacon_edit the beacon
  2. Select the text to which you want to link a Flow.
    clm_beacon_link icon
  3. In the action menu, click the Insert Link icon.
    clm_beacon_link
  4. In the URL field, enter the Flow ID in the following format:
    wfx-{FlowID}
    where Flow ID is the information copied in Step 2.
    your title goes here
    • Example : To insert the Flow that was identified above, the URL to be entered is wfx-33f7a870-330e-11ec-98fc-32b5f385aed9.
      clm_beacons_wfx-link
    • If you want the inserted link to open in a new tab, then click the Open in new tab checkbox.
      clm_beacon_open in a new tab

  5. Click Insert.
    clm_beacon_insert
  6. Click Save Step.
    clm_beacon_save step

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