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:
- Log in to your dashboard
- Go to the Campaigns section and select a live or draft campaign
- Click "Preview / Edit" to preview the journey for your live experiment
- Or, click "Drafts, Upcoming & History" followed by "View and Edit" to preview the journey for an experiment which is not live.
Using the New Campaign Preview Section
The redesigned preview interface offers:
- Full Campaign Journey Overview: Visualise the complete journey for both referrers and referees
- Simplified Navigation: Journey steps are clearly outlined and organised
- Clean, Intuitive Layout: Navigate with more clarity and less friction
Journey Breakdown
The left-hand panel categorises the journey into two user perspectives:
- Your Customer (Referrer)
- Their Friend (Referee)
Each perspective is segmented into:
- Key Steps
- Other Interactions
These segments are organised by scenario, showing individual pages and actions aligned with specific user behaviours.
Filters for Custom Viewing
Use filters to tailor your preview experience:
- User: Referrer or Referee
- Scenario: Show specific user conditions or paths
- Touchpoint: Filter by Website, Email, or Social
Preview Features
- Journey Timing: View when pages display and when automated emails trigger
- Adjustable View: Zoom in or full screen the preview
- Page Navigation: Click through each screen, or use "Next"/"Previous" buttons.
Tip: Use your keyboard arrow keys to toggle through each screen.
Existing Functionality (Still Available)
All your previous tools are still here:
- Switch between mobile and desktop views
- Add and view comments directly on the preview
- Edit offer messaging and details
This improved interface enhances your workflow and collaboration, making it simpler to review, share, and optimise your campaigns.