QA Process and Preview Mode

We recommend fitting Pulse Insights survey launches into your standard pre-launch QA processes, including documentation, QA, accessibility testing, approvals, and post-launch validation. The follow are features that can help QA surveys in preparation for launch.

Two ways to validate surveys pre-launch

Preview Mode

Preview mode enables your browser to see Draft status surveys in order to validate logic, formatting, accessibility, and targeting. This allows you to validate in production before end-users will see the survey.

Deploy to Staging Environment

You can also set your survey status to Live but change the targeting URLs to your Staging Environment to perform necessary QA there.

About Preview Mode

Preview mode enables Pulse Insights to return Draft Status surveys with some important changes:

• Survey results aren't saved because it is test data

• Callbacks aren't executed because they could pollute other systems with test data

• Frequency caps are ignored, because that would prevent repeat testing

Preview mode enables serving to behave as if Draft Status surveys were Live. That means that Pulse Insights can return both Live and Draft surveys when evaluating targeting criteria. If you want to force a particular survey to show, use the Present method while in Preview mode.

How to enter Preview Mode

The Pulse Insights tag must be live on the page you are previewing on.

JavaScript

pi('preview',true);

Query String Parameter

You can append the following query string to any URL that has the Pulse Insights tag live:

?pi_live_preview=true

Console Preview Button

You can access Live Preview in our Console by clicking the “Live Preview” icon in the bottom bar of the Edit Survey pages and then entering the URL to preview on. The Pulse Insights tag must be on the target page in order for surveys to show.

If the tag is not yet live, but you want to preview surveys, Pulse Insights also maintains a Bookmarklet to emulate the tag being deployed on your site. Reach out to your Client Success Manager for details.

How to exit Preview Mode

JavaScript

pi('preview',false);

Query String Parameter

You can append the following query string to any URL that has the Pulse Insights tag live:

?pi_live_preview=false

How to validate Preview Mode status

You can look in PulseInsightsObject in browser dev tools console to validate Preview Mode status and learn more about the decisioning steps and data.