Introduction
Playbooks are step-by-step guides that help your customers complete onboarding or other workflows. Before you share a playbook, it's a good idea to experience it through your customers' eyes. OnRamp's preview mode lets you click through the playbook in the customer portal without creating a real project. Use this feature to validate your content and flows.
Before You Begin
You have created or selected a playbook in your Library.
You have the appropriate permissions to view and edit playbooks.
The playbook contains at least one module or task.
Steps
Open the Library: In the left-hand navigation bar, click Library and select the Playbooks tab. Find the playbook you want to preview.
Open the playbook: Click the playbook name to open its details page. You'll see tabs such as List, Portal, Activity, Data Fields, Automations, and Settings.
Launch preview: Click into the Portal tab to begin the preview.
Explore the playbook: Click through the tasks and modules. You can fill out forms, upload files, and navigate between steps. The preview is not a live project, so none of your entries or files are saved.
Reset or refresh: To clear your test data, click Clear Answers in the top right of the preview. If you make changes to the playbook while the preview is open, refresh the page or relaunch preview to see your updates.
Close preview: When finished, close the preview window or tab to return to your playbook editor.
Tips
Preview mode is ideal for testing logic, conditional tasks, and customer-facing language. Use it to ensure instructions are clear and all dependencies work correctly.
Because preview does not create a project, notifications and automations will not trigger.
If you edit tasks or modules while previewing, refresh the preview to see the changes.