When building campaigns - whether email, weblayer, or recommendation - previewing how the campaign renders for a customer is essential before launch. This guide covers how to select a specific customer for preview and answers the common question: Can you change the default preview customer?
Can you manually change the default preview customer?
No. There is currently no way to set a default preview customer for any campaign type. The platform automatically selects a customer from your project's customer database when you open the preview, and you must manually change the selection each time.
How to preview for a specific customer
To select a customer to preview the campaign, follow these steps:
Open your campaign/weblayer/recommendation or campaign node in a scenario.
Go to the Test tab (also called "Preview" depending on the platform version).
On the main screen (for emails in the Overview sub-tab), the platform displays a rendered preview for a specific customer, including their personalization data.
To change the customer, you can:
Use the arrow buttons to browse through customer profiles one by one.
Type a specific email address or customer ID directly into the input field.
Click the filter icon and add filter conditions to narrow the preview to a specific segment - useful when your campaign includes personalization. You want to validate it against a particular audience.
Email testing
For email campaigns, test emails and web preview links use the currently selected preview customer, with language version, and A/B variant.