Preview Self Help

Preview a Self Help segment using the Preview Mode before publishing it and making it available for your end users. Previewing your Self Help enables you to test the appearance and behavior of the Survey within the target website or application, exactly as your end users would see it.

Info:

Expand the accordion(s) for more details.

Preview an old Self Help segment

Note:

The old Self Help experience will be deprecated after June 2025. If you'd like to enable the Improved Self Help experience earlier, contact support@whatfix.com.

Use the following steps to preview an Old Self Help segment:

Log in to the application where you want the Self Help to appear, and then launch Whatfix Studio.
Click Preview Mode.
On the confirmation pop-up, click Enter.

Note:

If the content you want to preview is in the Draft stage, then select the Include Draft content and widgets. checkbox.
studio_include_draft_content

Refresh the page to Preview the Self Help widget on the application.

Note:

Once you preview the widget and disable the preview mode, you have to refresh the page again for the preview mode to be disabled.

Preview an Improved Self Help segment

Info:

Improved Self Help is a Beta feature. To enable Improved Self Help on your dashboard, contact support@whatfix.com. Improved Self Help provides an enhanced and revamped end-user experience of the Self Help widget. Once enabled, end users see Improved Self Help instead of the Self Help widget.

Use the following steps to preview an Improved Self Help segment:

Log in to the application where you want the Self Help to appear, and then launch Whatfix Studio.
Click Preview Mode.
On the confirmation pop-up, click Enter.

Note:

If the content you want to preview is in the Draft stage, then select the Include Draft content and widgets. checkbox.
studio_include_draft_content

Refresh the page and find the FAB icon on your application.

Note:

Once you preview the widget and disable the preview mode, you have to refresh the page again for the preview mode to be disabled.

Info:

As per the latest updates to Manifest V3 (MV3), you cannot use the Preview mode to preview Advanced Customization (AC) code changes on Whatfix Studio.

To preview such changes, Whatfix has introduced a Preview extension. This extension enables you to test any AC code used to achieve certain out-of-the-box capabilities. For more information, see Install and use the Whatfix Preview extension in Google Chrome.

What's Next