Actors have dress rehearsal. Programmers have QA testing. Lawyers have mock trials. Everyone knows it’s a good idea to test things out before you make them public, and AskNicely can help you do that with your surveys using our nifty preview mode. Read on to learn how to preview your surveys, or even simulate the whole survey journey!
Previewing Your Survey
To preview your survey experience, visit the Survey page by clicking the Hammer & Pencil (1). From there, click the template you want to preview (2), then click the Survey tab (3). Lastly, click Preview (4).
You’ll see the preview pane appear. Let’s look at the components of the panel:
Record Real Test Response (1) - This lets you decide whether you’re going to just take a look through your survey, or have AskNicely test the whole process.
When the toggle is off, the preview just displays the survey experience; no data is recorded anywhere.
When the toggle is on, AskNicely will record the response as though it were a real survey response, including:
- Displaying the in-app alert
- Showing the response in with your other responses
- Triggering any workflows and alerts (using your email instead of the customers’)
- Factoring the response and comments into your Leaderboards, Theme Buckets, etc.
When you turn the toggle back off, AskNicely clears out all the responses created from that preview while the toggle was on. All of it disappears as if it never happened.
Note: Each survey’s Record Real Test Response toggle only affects that survey template. If you’ve tested multiple surveys, you’ll need to turn each one off if you want to remove all test responses from your account.
“Use Sample Data From” Dropdown (2) - Choose whose perspective you want to see the survey from. If you have custom data call fields, they will be populated with this customers’ data, and the survey will follow any logic specific to groups that customer belongs to.
If you’re recording your test response, all the information from this person will be associated with the response except the email address, which will be replaced with yours.
Restart Preview (3) - Start over from the beginning of the preview.
Simulated Email & Conversation (4) - Here you’ll see your survey experience simulated, from the initial NPS question all the way through your conversation. Check it out!
Whenever you make a change to your survey—especially when that change affects call fields or survey logic—it’s a good idea to preview it. Changes made to survey templates will not show up in the preview until you click Save, so if you’re considering changes to a survey template that’s already live, you might want to duplicate it and create a survey template just for testing. (For more on that, check out our article about Multiple Survey Templates)
It’s always a good idea to test as multiple different people as well, making sure you have simulated many (if not all) possible answers. It’s important to test thoroughly before sending your surveys out to customers.
If you have any other questions, please reach out to our awesome support team by clicking the chat button in the bottom right, or by emailing firstname.lastname@example.org.