Sharing & Preview
Preview flows and share them with your team before going live.
Sharing & Preview
Before publishing a flow to your users, you can preview it yourself and share it with teammates for review. Setgreet provides several ways to validate your work without affecting the live experience.
Previewing a flow
The flow builder includes a built-in preview mode that renders your flow exactly as it will appear on a mobile device.
To open a preview:
- Open the flow in the flow builder.
- Click Preview in the canvas toolbar.
- The preview opens in a device-frame view showing the current draft of the flow.
The preview renders the draft version, so you see your latest changes even if the flow is already published with an older version live. You can step through each screen, interact with components, and follow branch paths to verify the experience end to end.
Preview uses the current draft data. It does not affect published content or trigger any analytics events.
Shareable links
Shareable links let you send a flow preview to anyone -- teammates, stakeholders, or clients -- without giving them dashboard access.
Enabling a shareable link
- Open the flow and go to Share Settings.
- Toggle Public Link on. A unique share URL is generated for the flow.
- Copy the link and send it to reviewers.
The link stays stable even if you toggle sharing off and back on. The same token is reused, so bookmarks continue to work.
Share settings
| Setting | Description |
|---|---|
| Public Link | Enables or disables the shareable URL. When disabled, the link returns a not-found page. |
| Allow Copy | When enabled, viewers can duplicate the flow into their own Setgreet organization. Requires Public Link to be on. |
| Preview Enabled | When enabled, viewers see an interactive preview of the flow. Requires Public Link to be on. |
Disabling the public link automatically disables both the copy and preview options.
Regenerating the link
If you need to invalidate an existing link (e.g., after sharing it with the wrong audience), you can regenerate the share token. This creates a new URL and immediately invalidates the old one. Anyone with the old link will no longer have access.
QR codes for mobile testing
Since flows are rendered natively on mobile devices, testing on a real phone or tablet gives you the most accurate experience. Setgreet generates a QR code so you can quickly preview the flow on your device:
- Enable Public Link and Preview Enabled in Share Settings.
- In the flow builder's preview panel, find the Preview on Device section with the QR code.
- Scan the QR code with your phone's camera. The Setgreet app opens and renders the flow natively on your device.
This is especially useful for verifying presentation styles (fullscreen vs. bottom sheet), safe area handling, and touch interactions exactly as your users will experience them.
Copying shared flows
When the Allow Copy option is enabled on a shared link, viewers can duplicate the flow into their own organization. The copy includes:
- All screens and their component configurations.
- The flow graph (nodes and edges).
- Localization content.
The copied flow is created as a new draft in the target organization. It is not linked to the original -- changes to one do not affect the other.
Copied flows do not include trigger conditions or app assignments. The recipient must configure these for their own context.
Tips
- Share early and often -- get feedback before publishing. It is much easier to iterate on a draft than to fix a live flow.
- Test on real devices -- the device-frame preview in the dashboard is helpful, but always verify on an actual phone before publishing. Use QR codes to make this quick.
- Revoke access when done -- after a review cycle, disable the public link to prevent unintended access.
- Use copy for cross-team collaboration -- if another team in your company wants to reuse your flow, enable copying rather than rebuilding from scratch.