Site Level Preview Mode

Preview Mode is an essential testing tool that allows Administrators to validate the configuration of Site Pages and Studies by experiencing the platform from the perspective of a Participant, Moderator, or Client. By assuming the perspective of each distinct role, researchers can ensure that visibility settings are correctly managed and that the site setup is optimized for every user.

While Preview Mode is commonly utilized at the Study Level, it can also be enabled at the Site Level by users with Analyst permissions.

Site Level Preview Mode

Preview Mode can be enabled while viewing a Site Page; however, this ability is limited to Analyst-level accounts. Preview Mode can be leveraged at the Site Level to review visibility settings within and across Pages to aid in managing the delivery of content and customizing the experience of Participants, Moderators, and Clients. 

To enter Preview Mode from a Site Page, click the profile icon in the top-right corner of a page and select Preview Mode. 

As with Preview Mode at the Study-Level, a yellow bar will appear at the top of the page indicating that the Preview Mode is active. The viewpoint can be toggled from Participant to Moderator or Client as needed, and the Participant view can be further specified by defining Segment membership. 

To exit Preview Mode, click the X icon on the yellow bar.