Why Testing as a New User Matters
Preview mode is helpful, but it does not simulate the real user experience. Testing as a new user allows you to verify:
The onboarding experience triggers correctly
Tasks show up in the correct order
Prerequisites unlock properly
Content loads as intended
The progress bar updates with each completed task
The onboarding flow disappears only after all tasks are completed
This is your most accurate way to see exactly what new users will experience.
Before You Begin Testing
Make sure your onboarding experience:
Is assigned to the correct product
Contains all required tasks
Has task behavior configured properly
Has been previewed for formatting issues
This ensures your test reflects the final user journey.
How to Test Your Onboarding Experience as a New User
Create a new test user account
Add a new user with an email address you can access.
Give the user access to the assigned product and click Save
Ensure they have product access so the onboarding flow can trigger.
Open your CustomerHub site in a private/incognito window
This ensures you begin with no active sessions or admin privileges.ctrl + shift + n OR command + shift + n
Firefox: cntrl + shift + p OR command + shift + p
Log in as the test user
Use the credentials you created.
Confirm the onboarding experience appears immediately
A task list and progress bar should appear on the user dashboard.
Complete each task one at a time
Verify that instructions, content, and behavior function correctly.
Check prerequisites and task unlocking
Ensure locked tasks unlock only when prerequisite tasks are completed.
Verify progress tracking
Confirm the progress bar updates automatically after each task.
Complete the final task
The onboarding experience should disappear on the next login once all tasks are completed.
Log out and log back in
Confirm that the onboarding does not trigger again after completion.
What to Watch for During Testing
Clarity
Are task names and instructions easy to understand?
Functionality
Do links, videos, and downloads load correctly?
Sequence
Do tasks appear in a logical order?
Timing
Do tasks feel quick and achievable?
Completion flow
Is it clear how to complete each task?
User experience
Does anything feel confusing, frustrating, or unclear?
Best Practices for Testing
Test on desktop and mobile for consistency
Complete tasks slowly to simulate a real user
Make edits immediately if something feels unclear
Repeat the test after making major changes
Use a separate test user rather than your admin account
Testing ensures everything works the way you intend—before real users see it.
FAQ
Why do I need to test with a real user instead of preview mode?
Preview simulates appearance, but real testing confirms triggers, assignments, prerequisites, and progress behavior.
Do I need a new test user each time?
Not always. You can reset or adjust the same test user as needed.
Why use private/incognito mode?
It prevents admin login conflicts and ensures an accurate first-time experience.
Does onboarding trigger again after completion?
No. Once all tasks are completed, the onboarding experience stops appearing on login.