This article presumes, you've created a UserGuiding account, downloaded our Chrome Extension, and created your first Guide.

Important: You can preview (as an admin) and test (as an end-user) all content types in UserGuiding whether it's a Guide, Hotspot, Checklist, or an NPS Survey.

Overview

Before activating your Guide, it's important to ensure it looks and behaves exactly as you intend. To do this, UserGuiding provides you two options:

  1. Preview -- for experiencing how your Guide looks and behaves (as a UserGuiding admin)
  2. Only Me -- for experiencing how all Guides interact in your product (as an end-user)

Preview with Chrome Extension

When creating Guides and Hotspots, you can click Blue Play Button to preview your work so far.

You can preview a single step/hotspot or a guide from the start or a group of Hotspot on a single page.

Click on Preview take you out of editing mode (by closing the step editor in the extension), and you'll see a live preview, where you can interact with the components of your content.

You can navigate the Guide and your product as normal. Guides will only show when the "Triggering" criteria are met (correct URL and any element match/click you have set).

We provide helpful messages if the Guide is not configured to show on the current page. You can learn more about them here.

Why it is important to use Preview?

Preview is the easiest way to see how your Guide behaves. All configurations (such as the button, dismiss, media, etc.) will behave as for end-users.

Here are some helpful things to check for:

  • Does the flow of your Guide look as you intended, with the correct components and design?
  • Are Guides located on the correct pages and positioned as you desired?
  • Do Guide Steps appear in the correct order and can you navigate with ease?

Important: for Guides spanning across pages, users will only be redirected if you configure the Step Button to launch a specific URL or click a UI element.)

  • Is it easy and enjoyable for a user to progress through your Guide?

Once you checked that your Guide is working correctly, then you can test it live. This can help you evaluate your audience targeting and overall user experience across all Guides you have live.


To activate any Guides live, you must have the UserGuiding's JS code snippet installed on your platform. Learn more about your installation options here.

How to preview Checklist and Help Center​

They have their own in-house preview option. You can preview your checklist on the fly and keep track of the changes you make.

How to preview NPS Survey

NPS Survey has an in-house preview option as well.

Showing a UserGuiding content to just yourself

Once UserGuiding is installed on your platform, you can also test the published live version of your content from the end-user perspective.

  • Go to the settings page of the content that you want to make it visible only for yourself.
  • Set Audience Segmentation to Only Me.
  • Save your work and Publish Changes.

Important: To be able to use "Only Me" option, make sure you have Chrome Extension of UserGuiding downladed.

If you select your target Audience segment as "Only Me" then your content will only show live to you.

You can use this to activate a Guide directly on your Production environment, without affecting the UX of any other user, to make it easier and quicker to deploy to others after testing.

Once you're confident, then you can adjust this to display to others. You can make your guide visible for All Users or for a particular group of users. (Custom Segment)

For the latter, first you need to create custom segments for your end-users by using the Segmentation feature in UserGuiding. Learn more here.

Related Articles:

Why does my guide call back its old targeting even though I changed it?

How can I show a guide on multiple pages?

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