Reviewing dialogues in standard browsers

What if someone needs to review your disabled BlueConic dialogues outside of the platform? The simplest method is usually to use a development / staging site, set up as a channel in BlueConic. When the dialogue is configured, you first activate it on that channel. Once it has been validated, don't just add the production channel -- your testing data will be associated with production. Use "Save As" and save the dialogue anew, and don't forget to change the channel!

Reviewing dialogues without a test environment 

Fortunately there are practices that allow you to enable dialogues while preventing them from triggering, except to known reviewers or functional testers. Generally, this involves configuring the "who" and "where" tabs of your dialogue specifically for the purpose of review.

Consider two situations:

  1. A product manager needs to review some customized experiences that BlueConic has been set up to deliver
  2. A QA team needs to test site functionality with BlueConic interactions in place

A BlueConic login is not requisite to accomplish either goal. Depending on how restrictive you want to be with the dialogue, you have many options to share your work. You could change the "where" tab to check for the existence of a query string parameter. For example, you could set "who" to all visitors, and "where" to restrict the dialogue to pages that contain reviewer=true, adding that parameter to any URL (e.g. http://www.blueconic.com/ becomes http://www.blueconic.com/?reviewer=true). This can work well in situations where you in discussion and need to show a dialogue to a specific person or group of people quickly.

Perhaps the above is not strict enough. Anyone in the world with the URL www.blueconic.com/?reviewer=true would trigger the dialogue in question. If you'd prefer to be more careful with your in-development dialogue, use the "who" tab to specify a segment that you know will only include your reviewers. A nice way to do this is to set a referrer hostname that only your reviewers would have visited, such as an intranet hostname. If that is not exclusive enough, you can use this in combination with the "where" tab rule mentioned earlier. 

Another nice alternative is use an external tracker to set a specific referrer hostname that only users with your external tracker URL would have in their profile:

 There are other methods available, such as embedding an external tracker pixel in an email or on a team wiki page, or using BlueConic's built-in IP listener to determine who is eligible to see in-development dialogues based on IP address.

Tip
After testing/review is complete, use 'Save As' so there is no test data associated with your dialogue.

By creating a copy of your dialogue before activating it in production, you'll ensure there are no views/clicks/conversions associated with the dialogue before it's been seen by any users.