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Create a Beacon
  • 15 May 2024
  • 2 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 create and configure your Beacon using the following steps:

Step 1: Create a Beacon project
Step 2: Capture your Mobile app screens
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 in which you want to create your project.
    dashboard_select_app

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

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

  1. Enter a name for your project.
    project_name

  2. 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.
  3. Click Create.
    create_walkthrough

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Your Beacon project gets created and you are redirected to the Whatfix Mobile Studio.
beaconstudio.png


Step 2: Capture your Mobile app screens

You can capture screens as a one-time step using the Whatfix Creator widget. This widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing.

For more information on how to capture and add app screens, see Capture Mobile app screens.

Use the following steps to add a screen,

  1. On the Identify Screen window, click + Add screen.
    new_add_screen.png

  2. Select the screen where you want to create the content and click Add Screen.
    select_screen_add_screen.png

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 and 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, go 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, go to the LANGUAGE SUPPORT section, and then select the language using the dropdown.
    languagehighlight.png

  4. 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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