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Create a Beacon
  • 23 Mar 2023
  • 3 Minutes To Read
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Create a Beacon

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Article Summary

Whatfix Beacons are intentionally conspicuous and help attract your users' attention to particular elements on your app. You can use Beacons to introduce new features to your end users, inform them about offers or updates, and even remind them to log in to your application.


You can create and configure your Beacon using the following steps,

Step 1: Create a Beacon project
Step 2: Connect your mobile app and capture the app screen
Step 3: Identify the screen
Step 4: Design the Beacon

Step 1: Create a Beacon project

  1. On the Whatfix Mobile Dashboard, select the App on which you want to create a Beacon project.
    dashboard_select_app

  2. To create a new project, click + New.
    new_project

  3. In the NUDGES section, click Beacon.
    select_beacon.png

  4. Enter a name for your project.
    project_name

  5. Enter the App Version or select the App Version using the dropdown.
    app_version

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  • Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
  • Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK. Often developers use the dev/staging build to integrate any third-party SDK.
  1. Click Create.
    create_beacon.png
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Your Beacon project gets created and you are redirected to the Whatfix Mobile Studio.
beaconstudio.png


Step 2: Connect your mobile app and capture the app screen

You need to connect your mobile app to the Whatfix Mobile Studio before you can start creating your in-app experience. This can be done by scanning the QR code available on the Whatfix Mobile Studio using your mobile app integrated to Whatfix Mobile.

  1. Open your app integrated to Whatfix Mobile on your mobile phone and then enable the Creator mode.

  2. Navigate to the Whatfix Mobile Studio on your browser and scan the QR code using your mobile app.
    Mobile_screen

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  • Your app is connected to the Beacon project.

  • You can navigate to any screen on your mobile app on which you want to create your Beacon.

  1. To capture the screen on which you want to create your Beacon, click Capture.
    capture_screen1

Step 3: Identify the screen

After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page.

  1. To identify the unique elements on the screen to tag the right screen, click Add Identifier.
    add_identifier

  2. Click the desired element on the page.
    identifier_home

Example: If you want to show a Beacon on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the Beacon on the correct screen.

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Click Add More to select more elements on the page and then repeat step 2.
add_more_identifier

Step 4: Design the Beacon

Use the following steps to customize your Beacon:

  1. On the Whatfix Mobile Studio, navigate to the navigation panel and select Design.
    element_design

  2. Choose the element you want the Beacon to appear on, and then click Confirm.
    confirmbeacon.png

  3. To add or generate the audio for the in-app experience in the language of your choice, navigate to the LANGUAGE SUPPORT section, and then select the language using the dropdown.

languagehighlight.png

  1. Configure AUTO DISMISS if you want to dismiss an element automatically after an interval. You can also configure the TRIGGER EVENT and ELEMENT TERMINATION events.
    autodismiss.png
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The Beacon you create is automatically saved.

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To configure and customize the Body, Media, Buttons etc. on your Beacon, see Customize a Beacon.


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