How do I preview a Recommendation (template)?

Admins with permission can preview a Recommendation to see how it will look to Recommenders. Admins can even type/make selections on the Recommendation in preview mode to get the full Recommender experience.

To preview a Recommendation…

  1. Click Builder in the main navigation
  2. Click Recommendations
  3. Click the desired Recommendation
  4. Click Preview & State at the top of the page
  5. This will show the Recommendation as it will appear to Recommenders
  6. Admins can type in the boxes to view the Recommender experience
  7. To continue editing the Recommendation, click Form Builder at the top of the page
  8. Click Back to All Forms to return to the list of all forms