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.
Note: If you're purely interested in allowing a colleague to test a flow, you can allow them to view published flows via a Permalink. Set the flow to show to your email, click 'Publish' and a 'Share' button will appear on the flow settings page (!). Select 'Share' and 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. You can learn more about our permalinks here!
In the 'Display' section of your flow settings page, specify the path and domain where you'd like your flow to appear. 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'
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 Flows set to 'show once' can only be viewed one time per user*, even when unpublished and republished.
Note: If you've tested your flow and want to publish it with cleared analytics (or a fresh user-viewed history), clone your flow from the dashboard and then publish it. A cloned flow will keep all content and targeting settings identical, but won't remember who viewed your original flow.
Next, consider who you want to test with. If you're working alone, target your flow to 'Just me'.
- Scroll to the 'Audience' section of the flow targeting page and select the 'Just me' option.
- 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 using the 'Specific users' targeting options
Note: 'Just me' targeting will look for your Appcues ID as a user property, so anyone on your team who is logged in to both Appcues and your platform will be able to view these flows when they reach the right URL path.
If you'd like to test your flows with your team using targeting, identify a common user property your team members have (such as an email domain or company name). Then:
a) Scroll to the 'Audience' section of the flow settings page
b) Select 'Specific users', then select the shared property type (ex. email) and specify the value of the property you'd like to target (ex. "contains" "@company.com")
c) If you want to get more specific and target an internal team, you can do so by adding additional properties. In the below example, the Appcues marketing team is defined as users with a role of 'Marketer' and email containing '@appcues.com'
ProTip: If the below group is one you'd like to test with again, you can save this targeting by selecting 'Save as a Segment'
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.