Pulse Insights Documentation
  • Pulse Insights Overview
    • đź‘‹Welcome to Pulse Insights
  • Implementing Pulse Insights (Dev)
    • Implementing on Web and Mobile Web
      • Deploying your tag (code snippet)
      • Ingesting contextual data for targeting and analysis
      • Client Key
      • Tracking Events (aka High Value Actions)
      • Presenting a specific survey
      • Supporting Inline surveys
      • Callbacks
      • Privacy Features
        • Identifiers, cookies, and local storage
        • Data that Pulse Insights stores
      • QA Process and Preview Mode
        • JavaScript Object
      • Single Page Apps
      • Load Time & Availability
      • Bot blocking
      • Customer-initiated Feedback
    • Implementing in email
      • Dynamic Email
    • Implementing in Native Apps
      • Android
        • Android Release Notes
        • Android Demo App
      • iOS
        • iOS Release Notes
        • iOS Demo App
      • Demo App Help
  • Integrations
    • Integrations overview
      • Hubspot
      • Braze
      • Google Analytics
      • Data Lake
  • Configuring Pulse Insights (Console)
    • Account Setup
      • Authentication & SSO
      • Inviting Collaborators
      • Roles & permissions
    • Dashboard & Program Management
      • Survey Status
    • Editor
      • Question Types
        • Survey Invitation
        • Single Choice
          • Using Images
        • Multiple Choice
        • Free Text
        • Net Promoter Score
        • Slider
        • Custom Content (Next Best Action)
        • Thank You Message
          • Poll (Show Results)
      • General
      • Targeting
        • Devices & Channels
        • Sample Rate
        • URL & Events
        • Dates
        • Previous Responses
        • On Page Behavior
        • CRM Targeting
        • Geo Targeting
        • Goal
        • User Behavior
        • Advanced Settings
      • Formatting
        • Widget Types
          • Docked
          • Bottom Bar
          • Top Bar
          • Overlay
          • Inline
        • Themes
        • Question Display
        • Custom CSS (Survey-level)
        • Supported Markdown
      • Link Builder
      • Preview
      • Survey Groups (Localization)
    • Reporting
      • Results Page & Filtering
      • On Demand
        • Columns/Data Dictionary
      • Scheduled Reports
      • Free Text
        • AI Generated Summary
        • Responses & Tagging
      • Custom Content Reporting
      • Viewable Impressions
    • Account Level Settings
      • Get Code Snippet
      • Global Targeting
      • Data & Integrations (Callbacks)
      • Data Restrictions
      • Themes
      • Automations
        • High Value Actions (Events)
      • Activity Log
      • Configured by Pulse Insights
  • Best Practices
    • Best Practices
      • Copy
      • Design and Execution
      • Targeting
      • Widget Types
      • Sample Rate
      • Submission Rates
      • Special Features
      • Best Practices for Progressive Profiling
  • API
    • API reference
      • Surveys
        • Questions
        • Poll
      • Q
        • A
      • Direct serve
      • Serve
      • Results
      • Present results
      • Track event
      • Custom content link click
      • Submissions
        • All answers
        • Answer
        • Close
        • Viewed at
      • Devices
        • Set data
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On this page
  • Two ways to validate surveys pre-launch
  • Preview Mode
  • Deploy to Staging Environment
  • About Preview Mode
  • How to enter Preview Mode
  • JavaScript
  • Query String Parameter
  • Console Preview Button
  • How to exit Preview Mode
  • JavaScript
  • Query String Parameter
  • Wait 20 minutes
  • How to validate Preview Mode status

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  1. Implementing Pulse Insights (Dev)
  2. Implementing on Web and Mobile Web

QA Process and Preview Mode

PreviousData that Pulse Insights storesNextJavaScript Object

Last updated 1 year ago

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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 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

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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