Using Beacon Technology: Log Presence and Generate Presence Activated Push Notifications for Commercial Properties

Using Beacon Technology: Log Presence and Generate Presence Activated Push Notifications for Commercial Properties

Using Beacon Technology: Log Presence and Generate Presence Activated Push Notifications for Commercial Properties

In this guide you will learn how:
  1. Log User Presence 
  2. Generate Presence Activated Push Notifications
  3. Generate User Presence Reports

With Automation Alerts, you are able to customize the alert message that will be sent. For more information on Automation Alerts, check out this article!

Log Presence of Staff or Occupants

Step 1
Upon logging into the  Admin Portal , select “Advanced” from the left-hand menu and select "Automation Groups.”


Step 2
Select“Add Automation Group” from the upper right-hand corner.


Step 3
Create Automation Group.
  1. Title: Name of the Automation Group.
  1. Beacon: Select the relevant beacon(s) you would like to begin logging presence.
  1. Occupant Type: The occupant type(s) you would like to track and log presence when in the radius of the selected beacon.
  1. Staff Role: The staff role(s) you would like to track and log presence when in the radius of the selected beacon.
  1.  Select “Log Presence.”


Step 4
Select “Submit” to save and complete the Automation Group setup.

Establish Push Notifications to Users

Step 1
Select “Advanced” from the left-hand menu and select  "Automation Alerts”


Step 2
Select “Add Alert” from the upper right-hand corner.


Step 3
Fill in the Alert Notification information, click "Submit" at the bottom.


Note: When a new alert is created, it is turned on by default! After submitting we automatically return to "Automation Alerts", and we can see the Test Alert is On in it's status. To deactivate it, we select the checkbox and on the bottom dropdown select "Deactivate" and apply.


Step 4
Select “Automation Groups” from the upper right-hand corner.

Step 5
Select“Add Automation Group” from the upper right-hand corner.


Step 6
Fill in the information. At the bottom of the screen select "Send Alerts to Selected Users" and select the newly created Alert. When finished click "Submit".



Generate Presence Reports
Step 1
In the Admin Portal, select “Advanced” from the left-hand menu and select “User Presence Entries.”


Step 2
Create your report.
  1. Select filters you would like enabled for your report: “Duration”, “Beacon”, “Occupant Types”, and “Staff Roles.”
Step 3
Select “Submit” to run the report.
Note: the default view of the report generates as a list. You can choose to view the report as a “Trend Chart” or “Heat Map” by selecting the desired view from the upper right-hand corner.


Step 4
Download your report as a CSV file.   
Select “Download as CSV.” Report will begin downloading to your computer.