How to preview automations
You will learn
Learn how to see how automation messages will appear to customers as well as how to test the entire automation without turning it on.
Before you begin
Please note that the preview can be slightly different than the live experience.
Compared to when automations are turned on, the preview does not:
- Show shortened links
- Catch any typos
Preview an individual message
Previewing an individual message shows you how it will appear to customers:
- Click into that message.
- Select the Preview tab in the right sidebar.
- Review your message.
Walk through the automation
With automations, you also have the ability to test the entire experience.
Previewing an automation is simple.
To preview an automation:
- Navigate to the automation.
- In the upper right, click the preview button.
- Test the automation by typing in responses.
- Once you reach a recommendation, you can restart the preview by selecting Reset Preview.
Additional resources
- How to create a SMS and RCS automation
Learn how to build an automation, a type of text message conversation that allows you to ask questions, followup to responses, and send personalized recommendations. You can build two types of automations
- How to view analytics for an automation
See how to check the performance of an automation, including how many people entered or completed it.
- How to edit, turn off, or delete automations
Learn how to update, turn off, or delete your automations in Klaviyo. In all cases, you must have an active automation.