// Surveys & Questions

Previewing Your Survey

How to preview your survey before sending it to customers

4 min read
Updated March 18, 2026
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Before sending your survey to customers, it's essential to preview how it will appear to recipients. The survey preview feature allows you to see and interact with your questions exactly as they'll appear in the live survey, helping you catch any issues before your survey goes out.

01

Accessing the Preview

To preview your survey, navigate to the survey builder and click the Preview tab at the top of the page. You'll find this tab alongside the Questions and Settings tabs, marked with an eye icon.

The preview loads immediately and displays all your survey questions in the order they'll appear to recipients. You can interact with the preview by clicking buttons and selecting answers, though these interactions won't be saved or submitted.

02

What the Preview Shows

The preview renders all question types exactly as they appear in the live survey:

  • NPS questions display the 0-10 scale with color-coded boxes (red for detractors, yellow for passives, green for promoters)
  • CSAT questions show the emoji rating scale with hover effects
  • CES questions present the 1-7 effort scale
  • Star ratings display interactive star icons
  • Multiple choice and multi-select questions show all options with proper styling
  • Text, email, and phone fields appear with appropriate input types and validation hints

Required questions are marked with a red asterisk (*) next to the question text, just as they appear in the live survey. All interactive elements are clickable, allowing you to test the user experience flow.

03

Preview vs Live Survey

While the preview is highly accurate, there are important differences between what you see in the builder and what recipients experience:

FeaturePreviewLive Survey
Question display✓ Accurate✓ Identical
Interactive elements✓ Clickable (non-functional)✓ Fully functional
Custom CSS✗ Not applied✓ Applied
Branding (logo, colors)✗ Not shown✓ Shown
Conditional logic filtering✗ Not shown✓ Applied based on recipient data
Submission✗ Disabled✓ Enabled

The most significant limitation is that custom CSS styling is not reflected in the preview. If you've added custom CSS to enhance your survey's appearance, you won't see those changes until you view the live survey. Similarly, any branding elements like your organization's logo and color scheme are applied only on the public survey page.

Conditional logic filtering also cannot be previewed accurately since it depends on recipient employee data that isn't available in the builder context.

04

Testing on Mobile

The preview adapts to your browser's viewport size, so you can get a sense of mobile responsiveness by resizing your browser window. For more accurate mobile testing:

  1. Resize your browser window to a narrow width (around 375px for iPhone simulation)
  2. Use browser DevTools (F12 or right-click → Inspect) and toggle device emulation to simulate specific phone models
  3. Send a test survey to yourself by creating a contact with your email or phone number and sending the survey

The third option is the most reliable way to see exactly what recipients will experience on their mobile devices, including how email clients render survey links and how the survey performs on actual touch interfaces.

05

Best Practices

To ensure your survey looks and functions as intended:

  • Always preview before activating your survey, even if you've only made minor changes
  • Test all question paths by interacting with different answer combinations in the preview
  • Send a test to yourself to verify custom CSS, branding, email rendering, and mobile experience
  • Check question order to ensure the flow makes logical sense
  • Verify required fields are marked correctly with asterisks
  • Review question text for typos, clarity, and tone
  • Test on multiple devices if your audience uses diverse platforms (desktop, mobile, tablet)

Remember that the preview is a tool for catching obvious issues, but sending a real test survey is the only way to verify the complete end-to-end experience, including email delivery, link clicking, and response submission.

For detailed guidance on customizing your survey's appearance, see Custom CSS for Surveys. Once you're satisfied with your preview, learn how to send your survey in Sending Surveys.

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