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New Idea

Preview CTA Form from Cockpit Configuration

Related products:CS Cockpit & Playbooks
  • January 15, 2025
  • 1 reply
  • 8 views

Idea: Add a preview of the CTA (in form view) during creation from the Cockpit Configuration. 

Why does it matter? Allows admins to see what the CTA form itself will actually look like, how it will flow, and share a clean sample view of CTAs with others without needing to complete the Rules Engine to get a look at the form itself. Currently the only options to preview a CTA form is via the Rules Engine after setting those or expanding each section via the configuration.

Where: Administration > Cockpit > Call to Action

Understood limitations: populating actual data generated from the Rules Engine

1 reply

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • January 16, 2025

Agree this would be super helpful.  Especially in cases where you are including tokens, HTML formatting, etc, and you want to see how that looks in a live CTA.


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