Before your cancel flow goes live to customers, it is worth taking a few minutes to run through it yourself. This article covers how to use the built-in preview and what to check before you hit publish.
Using the flow preview
Every flow has a live preview panel built into the editor. As you configure each step, the preview updates in real time. To interact with the full flow as a customer would:
Open your flow in the editor
Click the Preview button at the top right
Step through the survey, make an offer selection, and complete the flow
💡 Preview does not create a real session
Previewing your flow does not count as a billable session and does not trigger any real events to your payment processor or webhooks.
What to check before publishing
Survey reasons: do all your cancel reasons display correctly and in the right order?
Offer targeting: does each cancel reason trigger the correct offer?
Offer copy: is the headline, description, and CTA button text clear and compelling?
Feedback step: is the question phrased neutrally so you get honest answers?
Confirmation screen: does the final message match the tone of your brand?
Branding: does the logo, colour, and font match your product?
Mobile view: resize your browser to around 375px wide and check the flow still looks correct on small screens
⚠️ Test on a staging environment first
If possible, install the widget on a staging version of your app and trigger a real test session before deploying to production. This confirms the widget loads correctly and the trigger is wired up properly.
💬 Questions or concerns?
Get help from our support specialists at Churn.io. Click the chat icon at the bottom of your screen to reach us directly.