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.
• Ensure your site is loaded with the Recurly Engage JS snippet with Preview enabled.

Definition

The Preview Tool is a point‑and‑click interface that overlays your live site, allowing you to manage and debug Recurly Engage elements—segments, trackers, prompts, and inline placements—in real time.

Key benefits

• Instant validation: See segment membership, trait values, and inline prompt placements live.
• No-code editing: Add trackers or inline prompts by clicking elements on the page.
• Deep inspection: Use X‑Ray to highlight prompts, trackers, and view stats directly on the site.

Key details

With Live Now, you can:

• Impersonate individual users to test personalized flows.
• View which segments a user matches.
• Preview any prompt or guide in context.
• Add usage trackers and triggers on the fly.
• Inspect inline prompts: check stats and placement with X‑Ray.
• Visualize and override user traits in real time.
• Seamlessly insert inline prompts without coding.

Using the preview tool

Before you begin, ensure you have created at least one segment (Create a segment) and one inline prompt (Create an inline). These assets will serve as the basis for your in-page testing.

The Preview Tool injects a toolbar into your site. Its core workflow enables you to add inline prompts anywhere on the page with a simple click-and-select action.

X‑Ray for inline prompts

When your page contains many Recurly Engage components, use X‑Ray mode to highlight all prompts and trackers. X‑Ray overlays outlines and metrics, helping you locate items and understand their live performance.

Use these capabilities to test, validate, and fine‑tune your Recurly Engage setup before pushing changes live to your entire audience.