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Scheduling a Beacon
  • 26 Aug 2022
  • 2 Minutes To Read
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Scheduling a Beacon

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To help you plan your announcements and alerts, Whatfix has a scheduler for Beacons. You can schedule alerts for a specified time and also set recurring alerts.

You can schedule a Beacon based on:

  • 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. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets

  3. Click the Beacon tile.
    RB_DB_Beacon_clickbeacon

  4. Click New Segment.
    RB_DB_beaconclicknewsegment

  5. Click Set Visibility Rules.
    setVisitiblityRules

  6. Click the When tab.
    RB_DB_beaconsclickwhentab

  7. 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 drop-down, select the days you want the Beacon to appear.

RB_DB_beaconrepeat

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. Under the Repeat section, select Custom

  2. Click Select Days from the drop-down.
    Smartip_select days

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

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.
    Dashboard_beacons_set_visibility_rules
Note

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

  1. Under the Repeat section, select Custom.

  2. Click Once Daily from the drop-down.
    RB_DB_beacononcedaily

  3. Click 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.
    RB_DB_Whentabusecase1

  2. Under the Repeat section, select Until.

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

  4. Click Save.




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