Beacons Best Practices

A Beacon once created, must always be a part of a Beacon Collection for it to reflect on the page/application. A Beacon Collection is a group of Beacons belonging to the same page.

Whatfix evaluates only one Beacon collection at any given time. If there are two or more active Beacon collections on the same page of an application, then only one of them gets evaluated.

For more information, see Add a Beacon to an Existing Beacon Collection.

If you want the same Beacon segment to work across application environments, then provide URL paths instead of full URLs, else the Beacon segment in one environment may not work in another​.

When editing or modifying a particular page to add new Beacons, look for any existing Beacon collection for that page. Don't create a new Beacon collection for a page if the collection already exists.

• Use the Visibility Rule settings to configure when a Beacon should appear. A Beacon disappears after the end-user interacts with it. You can control the frequency of a Beacon appearance as well from Visibility rules.
• If you want to show a Beacon at a particular frequency like once daily, weekly every Monday, selected days of the week, etc. choose the Custom option with the date range defined under Visibility Rule settings.

For more information, see Schedule Beacons.

• Once the Beacon show count is exhausted, it disappears on the application. In case, you want to show the Beacon for all the users again including those who would have interacted with it, use the Refresh Beacon setting.

• Only an Account Manager can reactivate an existing Beacon. Also, be mindful of your date range settings when refreshing a Beacon. A past date in your visibility rules might not refresh the Beacon successfully.
  For more information, see Refresh a Beacon Segment.

Use Beacon Level Configuration to assign different Beacon styles to Beacons that appear on a page. This enables you to convey different types of information to your end-users efficiently. For example, you can use a NEW styled Beacon to announce a new feature, and a radial styled Beacon to capture your end-users' attention on an element.

Adding multimedia content like links, images and videos is a great way to explain new updates and convey useful information to the end-user.

For more information, see Add Multimedia Content to Beacons.

Use simple words and sentences while creating Whatfix content. Keep the description in your Tooltip brief and to the point.

Ensure that the images you insert in your content don't exceed the width of the tooltip or pop-up to avoid any distorted images. Exceeding 270 pixels introduces a scroll bar.

Position the Tooltips so that they don't hide any elements on your page. In certain cases, the Tooltip could inadvertently hide certain important UI leading to poor user adoption.

Choose the best available Tooltip theme to ensure the UI of the Tooltip matches your website/application’s UI.