Activate prompts

How to move your prompts from draft to live in Recurly Engage, including QA review and full deployment.

Overview

Required plan

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

Prerequisites & limitations

  • You must have Company, App Administrator or App member permissions in Recurly Engage.
  • At least one prompt and the necessary segments must already exist.
  • Prompt must have at least 1 trigger in order to run.
  • Ended prompts cannot be restarted, but can be cloned.

Definition

Activating prompts means enabling your designed prompts (pop-ups, interstitials, notifications, or video prompts) first for testing, then for full audience delivery.

Key benefits

  • Safe QA: Preview and tweak your prompt with a small group before broad release.
  • Phased rollout: Control exactly when and to whom a prompt goes live.
  • Dynamic lifecycle: Easily pause, restart, or end prompts without touching code.

Key details

Activation phases

  1. Review phase

    • Enable your prompt on an internal segment (for example, Test Users).
    • Perform final QA, preview live behavior, and refine settings.
  2. Active phase

    • Attach all target segments to deploy the prompt at scale.
    • Monitor performance and engagement.

Placement methods

  • Recurly Engage Live tool: Use the interactive point-and-click console tool (web only) with guidance from your support contact.
  • Class identifiers: Work with your development team to add Recurly Engage IDs to specific elements for precise on-page placement.

Managing prompt status

  • Once a prompt is live, you can pause, restart, or end it at any time—unless there’s an active experiment.
  • If an experiment is running, end it before pausing the prompt to avoid conflicts.