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Preview Mode

Previewing the Checklist during the building process is a great way to ensure it will look and behave as expected for your end-users. The preview appears on the right side of the page while you’re building each part of the Checklist. You’ll be able to see any changes you make and interact with it to observe its behavior.

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Test Mode

After building your Checklist and previewing it to make sure it looks good, you can test it live before publishing it for your end users. You can check many things in the test mode:
  • How the Checklist looks and behaves from your end-user perspective
  • Check that the Checklist appears on the right page(s)
  • Make sure that the Checklist obeys the specified Audience targeting
  • Check the positioning of the Checklist on your web app
  • Review and check the modules’ interaction behavior
  • Get feedback from your teammates

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Options

  1. Publishing the Checklist only to yourself and your colleagues
Setting the Audience to Only Me limits the Checklist to display only for you and colleagues who have the Userpilot Chrome extension installed. You can then navigate to the target page to test how the Checklist will appear and function.
  1. Publishing the Checklist on a testing or staging environment
Before publishing the Checklist on your staging environment, go to the Domain Settings under the Configure tab. Choose “Domains I choose” and enter your testing or staging environment. Now, you can safely publish the Checklist to your testing environment.
  1. Publishing the Checklist only to specific users
You can limit which users see the Checklist based on the user properties of your internal testers. This is done in the Audience section, where you can target specific users by their Unique User IDs, emails, or even their names.

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Publishing the Checklist

Once you test the Checklist and ensure everything looks good, update the Checklist targeting settings to include your desired end-users. You can then promote the Checklist and publish it live by clicking the “Publish” button.