Preview actions in a workflow

Test your workflow actions before going live

Preview mode lets you simulate how an action works using real data, so you can verify everything is set up correctly before activating your workflow.

This helps you avoid mistakes and ensure your automation runs exactly as expected.

When to use Preview mode

Use Preview mode when you want to:

• Check how your email content will appear

• Verify dynamic variables (customer name, product info, etc.)

• Test your workflow setup before publishing

• Make sure the right data is used in each action

What happens when you run a preview

Preview mode simulates how actions work using sample data.

For some actions (such as Send email and Send internal email), a test email will be sent to the selected recipient.

Action	Preview mode
Send email	Send a preview of the email using selected data
Send internal email	Send a preview of the email using selected data
Send push notification	Simulate the action output
Wait	Simulate the delay logic
Create discount code	Simulate discount creation
Update subscription status	Simulate status update
Add customer tags	Simulate tag assignment

How to preview an action

Steps:

1. Go to Workflows in your XFlow dashboard.

2. Open the workflow you want to edit.

3. Click on an action node (e.g. Send email).

4. In the right-side panel, click Preview.

Set up preview data

To simulate a real workflow run, you need to provide sample data:

• Customer: Select a customer to test personalization

• Product: Select a product to test restock-related content

These inputs allow XFlow to replace dynamic variables with real values in your preview.

Run preview

1. After selecting the data, click Run preview.

2. XFlow will simulate the action using your current settings.

3. Review the output (e.g. email content) to ensure everything looks correct.

• Preview mode only simulates the action using sample data

• Your live workflow and customers are not affected

• You can safely test multiple scenarios before publishing.

Related articles

Understanding workflow actionsAvailable triggers, actions, and conditionsAssign a workflow to your campaign

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