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Beacons Best Practices
  • 16 Sep 2022
  • 3 Minutes To Read
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Beacons Best Practices

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Create one Beacon collection per 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.

Note

To enable Whatfix to evaluate multiple Beacon collections on a page, contact [email protected]. This feature is currently Closed Beta and is available only for selected customers.

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.

For more information, see Adding a Beacon to an existing Beacon Collection.

Note

The criteria for evaluation depends on the visibility settings or the number of conditions (in case visibility settings are the same for two segments).

Provide URL paths for Beacon Segment across different Application environments

If you want the same Beacon segment to work across application environments, then provide URL paths instead of the complete URLs. If this is not done, the Beacon segment in one environment may not work in another​.
DB_Beacon_VR_URL path

Configure when the Beacon should appear

  • Use the Visibility Rule settings to configure when a Beacon should appear. A Beacon disappears after the end user interacts with it. You can also control the frequency of a Beacon appearance 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.
    RB_DB_Whentab

For more information, see Scheduling a Beacon.

Make Beacon reappear for all users

  • 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.

    RB_DB_beaconclickrefresh

  • 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.
    For more information, see Refreshing a Beacon.

Use different Beacon styles to convey different information on a page

Use Beacon Level Configuration to assign different Beacon styles to Beacons appearing on the same 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-user's attention on an element.

Add multimedia content to Beacons for better user engagement

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 Adding Rich Text Content inside a Beacon.

Use Contrast Colors to make the Tooltip Stand-out

Use contrasting colors that make the Tooltip noticeable on your website/application. This is to ensure that the Tooltips are not lost on your interface.

For more information on contrast checking, see this contrast checker website that could help you decide.
Contrast color.png

Author clear and concise content

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

Place images within the Tooltip

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.
distorted image.png

Ensure the Tooltips don’t hide any elements on your website/application

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.
Reposition tooltip.png

Choose an appropriate theme for the Tooltip

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


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