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Optimizely Knowledge Base

QA your campaign with the Preview tool

THIS ARTICLE WILL HELP YOU:
  • Preview the experiences and functionality of a campaign in Optimizely X Web Personalization
  • QA and debug a campaign
  • Make sure that events are firing correctly

Your campaign may look great in the Optimizely X Editor, but it's still important to make sure it works as expected, before you publish it live to the world. In Optimizely X, the Preview tool allows you to:

  • Navigate across your site in preview mode, without publishing changes to visitors
  • View your experiences as different audiences
  • Check that events are firing correctly
  • View published or draft changes

Use the Preview tool to QA each campaign before you publish it.

If you'd like to QA a running campaign and share it internal stakeholders, consider setting a test cookie.

Launch the Preview tool

Once you're done building your campaign, use the Preview tool to QA its appearance and functionality. Here's how to launch the Preview tool.

The Preview tool provides a granular view of your entire campaign. Use it to debug and QA, before you publish. This is different from the Preview button in the Editor, which shows the visual changes you made to an experience. 

  1. In the Campaigns Overview tab, select the campaign you'd like to QA.

  2. In the Manage Campaign sidebar, click QA Campaign. This will launch a live preview of your campaign in a new tab with the Preview tool module.

  3. The () icon allows you to drag the module around the screen. Use it to move the module if it's covering a part of the site you'd like to QA.



    The Preview tool includes three views: Currently Viewing, Override, and Feed.

    Click the () icon to view these as tabs. You'll use these to QA the functionality of your campaign. We'll walk you through each, below.

Currently Viewing tab

The Currently Viewing tab helps you identify the campaign and experience that you're currently previewing. You'll also see the audience that you're viewing the experience as.

Use this tab to keep tabs on the experience and audience you're viewing, as you QA.

The Draft Changes dropdown allows you to toggle between two views:

  • Show will include both published and draft changes
  • Hide shows you only published changes

Click to select the view you'd prefer to see.

Override tab

The Override tab allows you to select the audience you'll view the campaign as. Use this tab to QA each individual experience in your campaign, by audience.

Here's how to switch between audiences in the Override tab:

  1. Click the Browse for Audience field.

  2. Select an audience from the dropdown. You'll now see view the experience for that audience.

Feed tab

The Feed tab shows a running list of events as they are triggered in your campaign. Use it to debug the functionality of your campaign. 

Use the Feed tab to check that: 

  • Click, pageview, and custom events are triggered the way you expect

  • Pages (URL patterns where your experiment runs) activate at the right times

  • Campaigns activate for the right audiences

Campaign events show you when a campaign is activated on a page, as you navigate.

Page events show you when the URL targeting of a page is activated.

For example, imagine you've created a page that uses URL targeting to match multiple product detail pages. When a visitor navigates to any one of those pages, the page event will fire. If you've created a second page that targets an individual product detail page, that page event will fire separately when a visitor sees it. Two separate page events would appear in your feed. 

Metrics in the feed show when a click event, pageview event, or custom event is fired on the page. Use it to ensure that the events you attached to your experiment are tracking correctly.

Imagine that you've set a click event on the Call-to-Action (CTA) on your Homepage. If you click the CTA in Preview mode, you'll see the event in your feed.

You can also filter the feed for a more granular view. Click the campaign () icon, page () icon, or metric () icon to see only those events.

Events in the feed are triggered through the same code paths as in a live campaign, but no GET request is sent across the network.