How to Test Flows (On Production)

Before publishing flows for your end-users to see, you'll want to first give them a run-through yourself. If you'd like, you can first test your flows on your pre-production or staging environment first.  Learn how to do that here.
If your staging environment looks a bit different from your production site or if you're just ready to move forward, follow the steps below to test your flows on your live site.

Testing your flows on your production environment

  1. To test flows out on production, first think about who you want to test with.

    If you're working alone, target your flow to Just Me* or to your specific login. To do this:
    1) Expand the Choose who sees this based on user properties box. 
    2) Select Just Me*. If you have teammates with access to your Appcues account but you'd prefer to be the sole viewer of your flow during testing, choose a unique-to-you property (such as email or name) and set it accordingly*Note: You'll need to be logged in to Appcues to use Just Me targeting. This targeting will look for your Appcues ID, so anyone on your team who is logged in to both Appcues and your platform will be able to view these flows.

    If you'd like to test your flows with your team, identify a common user property your team members have (such as an email domain or company name). Then:
    1) Expand the Choose who sees this based on user properties box. 
    2) Select Users with specific properties
    3) Select your shared property type (ex: email)
    4) Specify the value of the property you'd like to target (ex: "contains" "@company.com") If you want to get more specific and target a specific internal team, you can get more specific with properties and create a testing segment. In the below example, the Appcues marketing team is defined as users with a role of Marketer and email containing @appcues.com 

  2. Specify the domain you'd like your flow to appear at. Expand the Choose which environment(s) this appears on section. You can either publish this to anywhere your Appcues embed script is installed (including your production site) or you can manually select your live site from your list under Only domains I choose
  3. We recommend setting any flows you are testing to show every time. Flows set to show once can only be viewed one time per user, even when unpublished and republished.*  

    To set your flow to show every time, expand the  Choose how many times users see this box and select Show on every visit to matching pages.

    * Note: If you've tested your flow and are ready to publish it with cleared analytics or a fresh user-viewed history, clone your flow and publish it. A cloned flow will keep all content and targeting settings identical, but won't remember who viewed your original flow.

  4. Publish your flow and you'll be set to view it on production! When it looks good, just come back to your settings page to retarget your flow to your end users.
  5. Alternatively, you can view published flows via our permalinks. Once, you click 'Publish' a 'Share' button will appear. There you will find the unique URL associated with the walkthrough. You can access and test the flows as many times as you'd like via this link. Here's more on our peramlinks. 

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