Creating a Beacon

A Beacon enables you to quickly catch your end user's attention to a particular part of your application.

Creating a Beacon is a 2-step process.

Use the Editor extension to perform the first step to capture the part of the screen where you want the Beacon to appear. Then, on the Whatfix Dashboard, you need to define when and where the Beacon needs to appear.

Step 1: Create the Beacon

Step 2: Configure the Segment for the Beacon

Step 1: Create the Beacon

1. On the Whatfix Editor, click Beacons. 
2. Enter a name for the Beacon Collection. 

3. To create a new Beacon, click the +Beacon button.
4. Select an element on the application where the Beacon must appear.
   
   
5. Enter the name of the Beacon.
   
   
   Note

   The Beacon name is solely for your (creator's) reference and not visible to the end user.
6. Enter a description for the Beacon action.
   

7. Under the Beacon Style section, choose the style and color of the Beacon.

   
   

   Info

   • You can select the Custom style to change the text of the Beacon.
   • If you don't see the customization options, contact support@whatfix.com.
   Note

   • By default, the Beacon color is red.
   • To change the Beacon color, click the Customise this Beacon checkbox, and then select a color. You can choose from the existing color palette or pass the hex code of the desired color.
8. Set the position and visibility for the Beacon.
   
9. Click Add Beacon.
   
   Note

   Multiple Beacons can be included on a single page. To include more Beacons, click the +Beacon button and repeat 4 to 8 for each Beacon.
10. Click Maximize.
    
11. Click Save.
    Your title goes here

    Once you have created the Beacon collection, a segment is automatically created on your Whatfix Dashboard.

Step 2: Configure the Segment for the Beacon

Configuring segments enables you to control who sees your content, and when and where your Beacon is displayed. 

Use the following steps to configure the Beacon segment,

1. Navigate to the Whatfix Dashboard. 
2. In the left panel, click Widgets.
   
3. Click the Beacon tile.
   
4. Navigate to the auto-created segment. The segment name is the Beacon collection name. Click the Edit icon.
   
   
   Note

   The Beacon Collection that is attached is the newly published content.

5. Expand the Set Visibility Rules section and configure your Visibility Rules that determine how the Beacon collection is displayed to the end-user.
   
   Note

   For more informationon the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions.

6. Click the When tab and then select the number of times you want to show the Beacon.
   
7. To attach a Flow, video, or link to the Beacon, expand Attach Content section, click the Attach Content button, and then select the content you want to display to your users. 

8. Click Save.
9. On the Segment page, activate the segment.