How to Preview Your ALEX Conversation
Hallie Kaplan
5 steps
20 seconds
Myalex
1
Click "URLs / Publish"
2
Click "Benefits Counselor / ALEX Go"
3
Click "Preview"
4
If this message appears that means there is missing information in your configuration. Navigate to the teal arrows in your configuration to see what still needs to be filled in and then head back here to Preview again.
5
Once all your information has been completed and you hit "Preview", this message will appear. A preview link will be sent directly to your email address within a few minutes and you can pass that off to your client/anyone else on your team to review!
Tip! Anytime you make a change in ALEX Builder, you'll want to hit "Preview" so that edit syncs up to your review link. The review URL will remain the same, the content will just refresh, so no need to send the link off each time you make a change!
Preview links expire after five days. Follow these steps to refresh the Preview link if you find the link to be offline after the five days are up.
How to Preview Your ALEX Conversation
Hallie Kaplan
5 steps
20 seconds
Myalex
1
Click "URLs / Publish"
2
Click "Benefits Counselor / ALEX Go"
3
Click "Preview"
4
If this message appears that means there is missing information in your configuration. Navigate to the teal arrows in your configuration to see what still needs to be filled in and then head back here to Preview again.
5
Once all your information has been completed and you hit "Preview", this message will appear. A preview link will be sent directly to your email address within a few minutes and you can pass that off to your client/anyone else on your team to review!
Tip! Anytime you make a change in ALEX Builder, you'll want to hit "Preview" so that edit syncs up to your review link. The review URL will remain the same, the content will just refresh, so no need to send the link off each time you make a change!
Preview links expire after five days. Follow these steps to refresh the Preview link if you find the link to be offline after the five days are up.
