The enhanced Campaign Preview tool gives you a clearer, more comprehensive way to visualise and share your customer journey across all user scenarios. With improved navigation, user-specific filters, and collaborative features, it helps you streamline reviews, spot issues early, and confidently launch high-performing campaigns.
Getting Started
To access the enhanced preview:
1. Log in to your dashboard.
2. Navigate to the Campaigns section and select a live campaign.
3. Click on the name of your "Live or Draft Experiment" to open experiment details.
4. Under an individual offer, click offer action (the three-dot menu) and select Preview, or simply click directly on the image thumbnail.
Using the New Campaign Preview Section
The redesigned preview interface offers:
- Full Campaign Journey Overview: View the complete user journey for both the referring customer and the referred friend.
- Simplified Navigation: Easily follow each step in the journey, organised for clarity.
- Clean, Intuitive Layout: Navigate with less friction and more context.
Journey Breakdown
The left-hand panel categorises the journey into two user perspectives:
- Your Customer (Referrer)
- Their Friend (Referee)
Within each perspective, the journey is further segmented into:
- Key Steps
- Other Interactions
Each of these is broken down by scenarios, allowing you to see specific pages and actions associated with different user behaviours.
Filters for Custom Viewing
Use filters to tailor your preview experience:
- By User: Referrer or Referee
- By Scenario: Specific user condition or path
- By Touchpoint: e.g., Website, Social, Email
Preview Features
- Journey Timing: Easily see when pages are shown and when automated emails are triggered.
- Adjustable View: Use the zoom tool to magnify content or expand the preview to full screen for seamless review.
- Page Navigation: Click on any screen in the preview and use the "Next" and "Previous" buttons to scroll through each step in the journey.
Tip! You can also toggle through the journey using the arrow keys on your keyboard.
Existing Functionality (Still Available)
All your previously available tools are still accessible:
- Switch between mobile and desktop views
- Add and view comments directly on the preview
- Edit offer text as needed
This improved interface is designed to streamline your workflow and enhance collaboration, making it simpler to understand and optimise your campaigns.