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Preview Self Help
  • 27 May 2022
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Preview Self Help

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You can preview a Self Help segment using Preview Mode before publishing it and making it available for your end-users. Previewing Self Help enables you to test and experience the segment exactly like your end-users would.

Use the following steps to preview a Self Help segment,

  1. Navigate to the application in which you want the Pop-up to appear.

  2. On your toolbar, click the Whatfix Editor plugin to launch the Editor.
    CLM_editor plug in(3)

  3. On the top, next to the account infomation drop-down, click the Preview icon.
    RB_DB_SH_eyeicon

  4. On the confirmation pop-up, click Enter.
    RB_DB_SH_clickenterpreviewmode

your title goes here

If the Self Help segment that you want to preview is in the Draft stage, then select the Include Draft content and widgets checkbox.


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