It is possible to test continuously on live without it being visible to your subscribers. The advantage of testing the setup on live rather than on app-test is that you avoid having to transfer the settings to your live account afterwards or losing the setup when the test data is updated.
To see how your setup will look in the new layout, do the following:
Open a customer's self-service by going to Subscriber overview
Select a given subscriber and open their profile
Under the box with basic data, click the Self-service button
Add &v=2 to the end of the URL, for example: https://app.iteras.dk/sportsmanden/?iterasselfservice=xxx&allowstandalone=1&v=2
The layout will now change from the old layout to the new one
If the self-service is embedded on your website, you can also test embedding the new self-service on the live account by including v=2:
Iteras.selfserviceiframe({ profile: "sportsmanden", prefill: {v: 2}, preauth: "..." })
We recommend that you first get the content in the self-service in place (text, images, menu, etc.) before you begin adjusting the visual setup, such as colors, button design, and similar.
This gives you a better basis for assessing the overall layout and general impression.
Test visual changes
If you also want to change the visual expression in the test, we first and foremost recommend that you take web accessibility rules into account. It is important that the page is readable and user-friendly for all subscribers, regardless of their circumstances.
To change the visual display of the self-service, do the following:
Open the account menu
Select Primary settings → scroll down to the customer service section and click the Edit settings for customer service button
Scroll down to the new self-service section
Be careful not to change the self-service version, but only make the settings under self-service branding and click save.
Under Self-service branding, you have five options
Neutral
Modern
Classic
Simple
Advanced.
For options A - C, the layout is predefined, for example in relation to whether boxes and buttons have rounded corners or not. For these, the only thing you need to set is the Primary color for the self-service.
Read our guide on web accessibility for more information on why we recommend that the primary color should be a darker color.
If you select option D - Simple, you will get more customization options
If option D - Advanced is selected, you must write the code yourself, however we have basic code which you can read more about here: https://app.iteras.dk/api/docs/js/theming/
