Preview Your Engagement Questionnaire

At a Glance

Test your engagement questionnaire exactly as participants will experience it before publishing. Preview mode provides a full-screen, resident-facing experience without collecting or saving any response data, helping you verify content, flow, and settings before going live.

Preview links are valid for 7 days and can be shared with colleagues for review.

Core Steps

1. Navigate to Ask > Surveys > Build select your engagement activity
   
   
2. Click Preview in the top navigation
   
   
3. Experience the full questionnaire as participants will see it
4. Optionally use Share Preview to send the preview link to others
   
   
5. Return to editing mode to make any needed adjustments
   
    

In-Depth Guide

Initiating Preview Mode

To test your questionnaire experience:

1. From your questionnaire's Build, Settings, or other tabs, click Preview in the top right navigation
2. The system opens a full-screen preview experience in a new window or tab
3. A prominent blue banner appears at the top: "Preview Only - No data will be collected or saved. Preview link valid for 7 days"
4. You now see exactly what participants will experience when taking your questionnaire
   
    

What You Can Test in Preview

Preview mode allows you to verify:

• Question flow and logic - Navigate through all questions and conditional branching
• Visual presentation - How content appears across different screen sizes
• Settings implementation - See how your configured settings affect the user experience
• Content accuracy - Review all text, images, and multimedia elements
• Navigation elements - Test forward/backward movement and question skipping
• End-of-questionnaire experience - Verify thank you messages and redirect behavior

Sharing Preview Links

To collaborate on questionnaire review:

1. While in preview mode, click Share Preview in the top right corner
2. The system generates a shareable preview link valid for 7 days
3. Send this link to colleagues, stakeholders, or team members for feedback
4. Recipients can experience the full questionnaire without needing account access
5. All preview sessions remain separate from actual participant responses

Understanding Preview Limitations

Important preview characteristics:

• No data collection: Responses entered during preview are never saved or recorded
• Time-limited access: Preview links expire after exactly 7 days from generation
• Settings simulation: Preview reflects your current settings
• Always accessible: Preview is available before and after publishing

Making Changes Based on Preview

After reviewing your questionnaire:

1. Close the preview window to return to the editing interface
2. Navigate to the appropriate tab (Build, Settings, etc.) to make changes
3. Modify content, settings, or configuration as needed
4. Click Preview again to test your updates
5. Repeat this process until your questionnaire meets your requirements

Preview and Publishing Workflow

How preview fits into your publishing process:

1. Draft Phase - Use preview frequently while building your questionnaire
2. Review Phase - Share preview links with stakeholders for feedback
3. Final Check - Complete a thorough preview before publishing
4. Post-Publishing - Preview remains available to test how changes will appear before republishing

Understanding the Details

Preview Link Management

Preview links are automatically generated each time you enter preview mode. Each link is unique and expires after 7 days, ensuring security while providing adequate time for review and feedback collection.

Data Isolation

Preview mode operates in complete isolation from your live questionnaire data. No responses, analytics, or participant information is collected or stored during preview sessions, maintaining the integrity of your actual engagement results.

Settings Testing

Preview mode reflects your current questionnaire configuration, including conditional logic, question ordering, and visual elements.

Important Notes

Data Protection: Preview mode never collects, stores, or processes participant responses, ensuring your actual engagement data remains clean and accurate.

Access Duration: Preview links automatically expire after 7 days to maintain security, but you can generate new links at any time.

Team Collaboration: Share preview links freely with colleagues and stakeholders - they provide full questionnaire access without requiring platform accounts.

Iterative Testing: Use preview throughout your questionnaire development process, not just as a final check before publishing.