Preview Flow Option

For a quick view of the current flow version or to monitor the changes you’re making while adjusting the flow, simply navigate to the “Flow Editor” tab in the campaign’s main menu.

The preview option allows you to see the flow the same way your customers/employees see it. Also, thanks to the preview option, you can go through the whole flow and submit your answers without leaving actual feedback.

You can also share the preview link with your colleagues for review, even if they don’t have access to the Staffino platform. This can be particularly useful when testing and reviewing new flows that need confirmation from other colleagues or departments.

(Example: Sending the preview link to the Marketing department to review the design while they don’t need to have an account created in Staffino).

There are two methods to preview the flow version:

1. Click on the context menu (three dots) at the top right corner of the flow block and choose between a preview of the draft or a preview of the published version based on the Draft & Published Flow Statuses.

2. Enter the flow (click on the flow block) and click on the “Preview” button. If the flow has both published and draft statuses, this option will redirect you to the draft version.

Learn more about the Draft & Published Flow Statuses here. No matter which option you select, a new tab will open, displaying the flow in preview mode.

⚠️ The word “preview” will always appear in the URL, ensuring you know that you are not submitting actual feedback to the platform.