Publish and grow

Preview and customer review

Inspect a site and collect focused feedback without exposing the full editor.

Preview shows the current site at realistic device widths. Customer review provides a focused experience for stakeholders who need to inspect and respond to the work.

What this workspace includes

  • Desktop, tablet, and phone preview
  • Public preview link
  • Customer review experience
  • Comments and approval context

Complete workflow

  1. 1

    Complete an internal pass

    Check every page, link, form, and device width.

  2. 2

    Open the review view

    Use the focused experience intended for the stakeholder.

  3. 3

    Share the review

    Send the supported review link.

  4. 4

    Resolve feedback

    Return to the editor, make changes, and repeat the review.

How records and settings behave

  • Review access is separate from full editing access
  • Feedback remains connected to the site review context
  • Preview reflects the latest saved site state

Working effectively

  • Give reviewers a clear review objective
  • Resolve content and functional feedback before visual polish
  • Repeat mobile review after structural changes

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Preview and customer review?

Check every page, link, form, and device width.

When is my work saved?

Review access is separate from full editing access

How do I confirm the result?

Return to the related list or detail view and review its current status. Preview reflects the latest saved site state

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