Introduction
Every great launch deserves a great rehearsal. Whether you're tweaking your copy, testing logic, or confirming integrations, AskNicely provides tools to test your entire survey experience—from first click to final workflow trigger—without impacting real customers or data.
With preview modes and Test Mode, you can confidently trial your survey flow and integrations before going live.
Video Tutorial
Step-by-Step Instructions
✅ Previewing Your Survey
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Navigate to the Survey page (📌 Hammer & Pencil icon)
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Select the Survey Template you want to test
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Click the Survey tab
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Locate the Preview panel on the right-hand side
🔁 The Preview panel allows you to simulate the entire survey journey, including logic flows and dynamic content.
🧪 Record Real Test Responses
Toggle ON the Record Real Test Response setting to:
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Display test responses in the Responses page
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Trigger Workflows and email alerts
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Include test data in Leaderboards, Theme Buckets, etc.
⚠️ When you toggle this OFF again, AskNicely will clear all preview responses created while it was on—just like they never happened.
Important Notes:
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The toggle is survey-specific; turning it on for one template does not affect others
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You must toggle each one off manually when you finish testing
💾 Save Before You Preview
Always Save your changes before previewing:
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Updates to dynamic fields
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Conditional logic
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Text or layout changes
🧠 Preview mode won't reflect unsaved changes.
🌐 Previewing in a Live Environment
Use AskNicely's Test Mode to:
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Simulate live survey sends
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Test CRM or API integrations
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Trial webhooks or automation flows
All without sending real surveys to real Contacts.
Internal QA Testing (Team/Stakeholders)
Want your internal team to test the experience? You can safely simulate sends using a shared email domain.
👣 Steps:
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Verify your organization’s email domain
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Manually add team members as Contacts
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Go to Contacts Page
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Click “Add Contact”
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Enter name, email, and (optionally) assign a Segment
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Push a survey to the contact
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Click on their email to send
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Choose the appropriate Survey Template (if multiple)
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This is a safe way to gather internal feedback while still in Test Mode.
🔧 Testing Integrations & APIs
To fully test integrations using live workflows:
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Exit Test Mode by clicking “Go Live”
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Your integration may sync automatically upon connection
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Depending on the integration, either:
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Go to App Store > Integration > Sync Now
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Or trigger an event manually in your CRM/platform (e.g. Salesforce, HubSpot)
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📌 Check the specific integration guide for daily sync vs. event-based triggers.
Need to go back into Test Mode later? Reach out to support@asknice.ly or use the in-app chat.
🧹 Resetting Before Launching Your Live Campaign
After testing and before launching your real survey campaign:
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Contact AskNicely Support to:
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Reset your Contacts and Responses
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Set total Survey Sends back to 0
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Clear test data from reporting dashboards
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You can also delete individual test responses manually from the Responses page.
✅ This ensures test data does not affect your NPS, response rates, or analytics
FAQs & Common Issues
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Q: Will workflows trigger during a test response?
A: Yes—if Record Real Test Response is ON, workflows will activate as if it’s a real survey. -
Q: Can I test API or webhook triggers while in Test Mode?
A: You’ll need to Go Live to fully test API or CRM-triggered sends. -
Q: Can I preview different survey logic paths?
A: Yes—select specific ratings or data segments in Preview to simulate multiple flows. -
Q: What if I forget to turn off “Record Real Test Response”?
A: Test responses will remain in your system. You can delete them manually or contact Support for a clean reset.
Next Steps & Related Articles
Video Tutorial
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Need Help?
If you’re unsure about your setup or want to review your test data, reach out via the chat icon or email us at support@asknice.ly.