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
Query String Parameter
You can append the following query string to any URL that has the Pulse Insights tag live:
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
Query String Parameter
You can append the following query string to any URL that has the Pulse Insights tag live:
Wait 20 minutes
Preview mode will automatically expire in 20 minutes.
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.
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