Testing Flows (On Staging)

Before publishing flows for your end-users to see, you'll want to first give them a run-through yourself. To test out your flows on a staging or pre-production environment, follow the steps below.
Ready to test on production?  Head over here for our best practices on testing flows on a live site.

We recommend installing the Appcues embed script on your staging or pre-production site if you'd like to test flows without needing to publish on production. However, keep in mind that any auto-generated test user in your staging account will count toward your overall MAU count. [You can double check where your identified users are coming from via  your subscription page.]

Let's run through the steps to test flows out on staging without showing them to your devs or other teammates who don't have access to your Appcues account.

Testing your flows on a staging or pre-production environment

  1. Set up your targeting: 
  2. - Navigate to the Flow's settings page (click the gear next to the flow's name on my.appcues.com)

       

    - Select 'Show only to my team'. If you'd prefer to be the sole viewer of your flow, choose a unique-to-you property (such as email or name) and set it accordingly in the 'Specific Users' option. 

    Note: Show to Only my team -- 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.

  3. Specify the domain where you'd like your flow to appear from the list of domains you've configured for your account. For help configuring domains, see our page on targeting by domains.

  4. We recommend setting any flows you are testing to 'Show every time' when testing. Flows set to 'Show once' can only be viewed one time per user, even when that flow is unpublished and republished. You'll see the below targeting option under the display targeting section:

    ProTip: If you'd like to reset the analytics for your test flow after testing, you'll need to clone the flow from the dashboard. Select the icon to the right of the cog icon to clone.

  5. Publish your flow and you'll be set to view it on staging!

Alternatively, you can view your published flows via a permalink. 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. Learn more about our permalinks here.

ProTip: If you'd like to test so that no others on your team can see the flow. Use the 'Show Manually' targeting, Publish, then preview the flow live using the permalink!

       

Read Next: Testing Flows On Production

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