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How to Use 'Preview Mode' to Test Your Account & Products
Erin Kelly avatar
Written by Erin Kelly
Updated over a month ago

One of the most frequent questions we get asked is "How can I see what my people see?" and our Preview Mode is a fantastic answer for this.

Using the Preview feature will allow you to see what your visitors or your people (those who already have accounts and access to products) see when interacting with your MemberVault site.

You can customize your Preview experience by toggling your products to different statuses (owned, available or invisible).

How to Access Preview Mode:

  1. Head to your MV admin dashboard.

  2. Click 'Appearance' and select 'Preview Account'.


  3. This will open a Preview of your account in a new browser tab/window.

  4. Your initial view upon opening 'Preview Mode' will be defaulted to your main product's page and will display only those products which are considered 'Available' (ie. products you've set to 'active').

    A message appears at the top of the Preview page to remind you that you are in 'Preview Mode'.


How to Customize Your View in 'Preview Mode':

  1. In the header of your Preview page, click 'options'.


  2. This will cause a slide-out menu to appear from the left.


  3. Toggle your products to different statuses to customize what products you can see on your main product's page and access the preview.

    Owned - will show under 'My Products' and shows you the product from the perspective of someone who has access to it (has opted in or purchased). When a product is marked to 'owned', you will be able to engage with the content as your people would once they own the product.

    Available - displays under 'Available Products' and from the perspective of someone who does not yet have access to the product (ie. will display the product's teaser message but the content is not accessible for you to preview/engage with).

    Invisible - these products are hidden from your main products page and cannot be seen/previewed.

  4. You can also enable/disable the drip nature of any product you have set to date or time dripped or progressive by scrolling to the bottom of the Options menu and toggling the drip setting. By default, this is set to show your products with the drip enabled.


  5. Once you have adjusted your desired settings, scroll to the bottom of the menu and click 'Save Options' or by clicking the 'x' at the top of the menu.



You can adjust your Preview options as much as you like until you've been able to preview each of the products you wish to. Once you're done previewing your account & products, simply close the Preview tab in your browser and return to the browser tab where you have your Admin account open.

The next time you return to Preview Mode, the view will default to the last settings you had in place.


Watch The "Preview" Video Tutorial
Would you like to see the Preview process on video, or listen to an interactive podcast episode?

If you would like to view the Video Transcript, click here.

IMPORTANT NOTE: Preview Mode is actually a rather complex feature and heavily relies on your browser's ability to maintain the status of preview mode while you test your product. It's possible that you will find that when you try and interact with your product(s) by navigating through lessons or modules you get kicked out of preview mode and returned to your main page. This is due to your browser not being able to maintain the preview status as a result of a full cache, conflicting or blocking cookies, troublesome plug-ins/extension, etc.

For this reason, you might find that Preview Mode is most ideal for just reviewing new content that you've added to a product (ie. previewing a new lesson's page) vs. using it to fully interact with your product.

While Preview Mode is a great option for reviewing your product, the absolute BEST way to test your product's full user experience is to do so as a test user. You can learn more about that option here: How to Test Your MV Site & Products



Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).

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