Now that you’ve mapped and built your onboarding experience, you’re ready to preview, test, and launch it to your users. This guide walks through all three stages in one continuous workflow.
You’ll learn how to:
🔍 Preview your onboarding experience exactly as users will see it, to check for clarity, order, and visual polish.
🧪 Test the full experience using a real test user, so you can confirm triggering behavior, task logic, and email delivery.
🚀 Launch your onboarding flow so it automatically appears for new users, tracks their progress, and helps them succeed from day one.
The result: a seamless, confidence-building first experience that gets every user started on the right path.
🔍 Preview Your Onboarding Experience
Previewing lets you see the onboarding experience exactly as users will — without needing a test account. It’s the fastest way to verify that your tasks are clear, your goal is visible, and everything appears in the right order.
🤔 Why Previewing Matters
It helps you catch formatting issues or typos before launch
Ensures task content and order make sense visually
Gives you confidence that the flow feels clear and welcoming
🛠️ How to Preview Your Onboarding Flow
Click the "Preview" button in the top-right corner.
Find the Onboarding section on the Preview Dashboard and click which Onboarding Experience you want to view.
View your onboarding tasks in sequence.
Click into each task to verify instructions, content, and completion behavior.
Navigate through the flow to confirm task order, prerequisites, and overall usability.
Make any necessary edits to tasks, instructions, or formatting.
Preview mode does not require a user account and does not record task completion.
👀 What to Look for When Previewing
Task order: Are tasks appearing in the correct sequence?
Titles: Are task names short and action-oriented?
Formatting: Do instructions and links display clearly?
Flow: Does the sequence feel logical and supportive?
✅ Best Practices
Keep the preview open in a tab while editing & refresh the preview page to view changes
Use short, action-based task names
Check for any missing steps or confusing instructions
❓ FAQs – Previewing
Can I complete tasks in preview mode?
No. Preview is view-only — use testing mode to interact with tasks.
Does preview show completed onboarding?
No — it always shows the experience from a new user’s perspective.
Is preview the same as what users see?
Yes — visually and structurally, it’s identical.
🧪 Test Your Onboarding Experience as a New User
Previewing helps you polish the content — but testing shows how it actually behaves. Use a test user to verify triggering, task completion, email notifications, and overall flow.
🤔 Why Testing as a New User Matters
Preview doesn’t show real behavior (e.g., triggering, email delivery)
You can confirm that access and progress logic works as intended
It mimics the actual user experience end to end
📝 Before You Begin Testing
Choose a real email address not already in use
Confirm which product or trigger will launch your onboarding flow
Have another browser or incognito window ready
🧠 Tip: You can create multiple test users using variations of the same email address by adding a +tag after your name. For example, yourname+test1@email.com, yourname+test2@email.com, etc. CustomerHub treats each one as a unique user, and most email providers will still deliver them to your primary inbox.
🛠️ How to Test 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.
🔎 What to Look For
Did the onboarding experience appear automatically?
Are tasks unlocking in the correct order?
Are emails being sent when users are granted access?
Does progress update as expected?
✅ Best Practices
Use a separate browser or incognito window
Repeat the test using different product access levels if needed
If you're migrating users, test the behavior with imported users too
❓ FAQs – Testing
Can I delete or reset the test user?
Yes — delete the user or remove access and re-add them to retest.
Does testing affect reporting?
Only for that test user — you can safely delete or ignore their data later.
Can I test for different onboarding rules?
Yes — set up multiple users with different access to test all flows.
🚀 Launch Your Onboarding Experience
Launching your onboarding experience makes it active and visible to all users with access to the assigned product. This step is essential — without it, the experience won’t trigger.
📣 What Does It Mean to Launch Your Onboarding Experience?
The onboarding flow becomes "Live" and visible to real users
It triggers automatically based on your configured rules
Progress is tracked per user until completion
✅ Before You Launch
Review every task for clarity and completeness
Double-check triggering rules
Confirm that only one onboarding flow is assigned per trigger
Test the flow fully using a test user
🛠️ How to Launch Your Onboarding Flow
Open your onboarding experience in CustomerHub
Review all tasks and settings to ensure everything is complete.
Confirm product assignment so the onboarding will trigger for the correct users.
Publish your onboarding experience by setting the toggle from Draft to Live.
Verify that the experience is marked active in the onboarding list.
Invite or onboard new users into your product.
When these users log in, they will immediately see and begin the onboarding experience.
🎯 What Happens After Launch
New users who meet the trigger will automatically see the onboarding flow
The onboarding widget appears on their dashboard until all tasks are completed
Each user's progress is tracked independently
You can edit, pause, or deactivate the experience at any time
✅ Best Practices
Use descriptive names for each onboarding flow
Keep task instructions short and scannable
Launch only one onboarding experience per product access rule
❓ FAQs – Launching
Will current users see the onboarding experience?
Only if they meet the triggering conditions and haven’t completed it yet.
Can I update the experience after launch?
Yes — you can edit live flows anytime. Just save changes and they’ll update immediately.
What happens when a user completes onboarding?
The experience disappears from their dashboard automatically.
By previewing, testing, and then launching your onboarding experience, you ensure a smooth, intentional first impression for every new user — building clarity, confidence, and early success from day one.