Overview

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

• You must have Company or App Administrator permissions in Recurly Engage.

Definition

The Test Users segment is an automatically provisioned group that enables you to restrict prompt visibility to a curated list of user IDs for QA and preview purposes.

Key benefits

• Safe testing environment: Preview prompts in production without impacting all users.
• Rapid iteration: Validate creative, triggers, and actions with a controlled audience.
• Granular control: Whitelist or remove specific test accounts on demand.

Key details

Setup Test Users

Recurly Engage automatically creates a Test Users segment for each app upon creation. To configure which users belong to this segment:

• Go to Settings > Users > Test Users.

• Enter the User ID of a test account. User IDs can be long alphanumeric or GUID strings—ensure you copy the exact value from your source system.

• Click Add.

Once added, this user will see all active prompts targeted to Test Users when they log in.

Preview via Live tool

You can also simulate a Test User using the Live Preview feature:

• Click the Live Preview button in the console. This opens your site and impersonates the selected Test User.

• Open the Recurly Engage Preview tool on your site.

• The User ID field will auto-populate with your Test User’s ID.
• If the prompt status is Inactive, navigate to the page where the prompt should appear.