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Schedule a Beacon
  • 12 Aug 2024
  • 2 Minutes To Read
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Contents

Schedule a Beacon

  • Updated On 12 Aug 2024
  • 2 Minutes To Read
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Article summary

Whatfix enables scheduling Beacons to plan announcements and alerts for your end users. Schedule alerts for a specified time and set recurring alerts as needed.

Schedule a Beacon using the following options:

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

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 over the Beacon segment to schedule and click the Edit icon.
    2023-11-07_19-13-54

  2. Expand the Set Visibility Rules dropdown.
    set visibility rules

  3. Click the When tab.
    RB_DB_beaconsclickwhentab

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

  • In the Start On and End On fields, set the date and time period.
  • In the Time Zone dropdown, select any time zone or click Use Local Time to use your local time zone.
Note
  • Clicking Use Local Time converts the Start On and End On settings based on your local time zone.
  • The Beacon appears only during the set time duration on the selected dates. For example, setting the start time at 08:00 and the end time at 21:00 will show the Beacon between 08:00 and 21:00 every day until the end date.
  1. In the Repeat section, set the frequency for the Beacon.
    RB_DB_beaconrepeat

Use any one of the following options:

  • Click Until and set the number of times the Beacon should appear. It stops appearing after the specified number.
  • Click Custom, and from the dropdown, select the days you want the Beacon to appear.
Note

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

  1. Click Save.
    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

To display the Beacon perpetually, do not select start and end dates.

  1. Select Custom under the Repeat section.

  2. Click Select Days from the dropdown.
    RB_DB_Vrulesselectdays

  3. Select the days you want to show the Beacon, and then click Done.
    RB_DB_beaconselectdays

Note

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

  1. Click Save.
    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.
    when visibility rules beacons
Note

To display the Beacon perpetually, do not select start and end dates.

  1. Select Custom under the Repeat section.

  2. Click Once Daily from the dropdown.
    once daily

  3. Click Save.
    Save

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.
    start on end on

  2. Select Until under the Repeat section.

  3. Enter a large number, such as 99999.
    occurrences

  4. Click Save.
    Save

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