View and share campaign previews

Campaign preview

1. Select Campaigns from the main menu.
   
2. Search for the campaign you want to preview.
   
3. Click the preview icon.
   
   Your campaign preview will then open within a new tab.
   
4. Copy the URL from the address bar. You can then send this URL to your client and they will be able to preview it within their own web browser.
   

Preview benefits

By previewing your campaign, you can share it with your clients and show them what the campaign looks like and how it works. All features enabled within the campaign will work.

For example, you can log in with social media, email or the passcode option, depending on what you have set up.

The portal is fully functional and will display each part of the login process to your client so that they can experience your campaign as if they were connecting as a guest.

Sales CRM preview

If you're on the Business plan or higher, you should instead use the preview link found in your Sales CRM -- that link will automatically capture any information and put it in your Lead List!