Live Now - Preview tool
Overview of the Preview Tool (Live Now) in Recurly Engage for visual editing and validation of prompts, segments, and trackers directly on your website.
Live Now is a preview tool that overlays your live site, so you can test and debug Recurly Engage in context before you publish changes to your audience.
Available on all Recurly Engage subscription plans
Prerequisites
- You must have Company, App Administrator, or App Member permissions in Recurly Engage.
- Your site must load the Recurly Engage JavaScript (JS) snippet with Preview enabled.
- You must have created at least one segment (Create a segment) and one inline prompt (Create an inline). These assets are the basis for your in-page testing.
Definition
The Preview Tool is a point-and-click interface that overlays your live site, so you can 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 and trackers and view stats directly on your 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, and check their stats and placement with X-Ray.
- Visualize and override user traits in real time.
- Insert inline prompts without coding.
Use the Preview Tool
The Preview Tool injects a toolbar into your site. Its core workflow lets you 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 you push changes live to your entire audience.
Updated 15 days ago
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