Skip to help content
RightMessage

Review and publish project changes

You'll check your draft on your website, review everything that's about to go live, and publish when you're ready for visitors to see it.

Updated

View as Markdown

Publishing makes your saved changes available to visitors. You'll review the whole project draft first, including changes to other items and edits from your collaborators. RightMessage publishes those pending changes together.

You need access to the project, and the project needs an active trial or plan. Your organization's first project gets a 14-day trial, so you can publish while it runs. Projects you add later need a plan before they publish. A no-card trial includes every Pro feature, whichever plan you picked, so everything you build can go live during it. Install the project's snippet so visitors can receive its behavior. The public demo can't publish.

Check what's about to go live

  1. Finish editing and let the draft save.
  2. Choose the unpublished changes count in the bottom bar.
  3. Expand each category to inspect its items. Use the change-type filters or Show more when the list is long.
  4. Open any linked item that needs more work. A settings change links to the settings page it came from, such as Forms & widgets, Privacy & data, Website & install for domains, or Integrations.

In Project settings, sections that only reach your website when you publish show Goes live once you next publish while they have unpublished changes, and Live now afterward.

Publish bar with an unpublished conversion goal and the Publish buttonOriginal
Publish bar with an unpublished conversion goal and the Publish button

The popover shows the autosave time when available. Filters only change the list you see. You can't select individual changes to publish.

If you'd rather return to an earlier setup, Roll back… opens Project Backups. Opening it doesn't discard your draft or change your live site.

Preview it on your site

  1. Choose Preview on your site in the bottom bar.
  2. To start on another page, open Choose preview URL beside it.
  3. Select a suggested page, or choose Enter URL…, enter the full HTTP or HTTPS URL, and choose Open Preview.

Your real website opens with your unpublished changes and the debugger docked at the bottom. Check that Draft is selected. Preview requires an authorized session and isn't available until the tracking snippet is installed.

Follow testing your changes before returning to the dashboard. Try the real path visitors will take as well as any simulated audiences.

Review and describe your changes

  1. Choose Publish in the bottom bar, or Review in the changes popover.
  2. If a validation dialog appears, fix each listed issue and try again.
  3. Expand the grouped changes and check the before-and-after fields. The heading includes the count, such as Publish 3 changes.
  4. Read any plan warning before continuing.

In the last three days of a trial with no confirmed plan, owners and billing managers also see a row such as Your trial ends in 2 days or Your trial ends today, with No charge until the trial's end date. Its Enter your card details → link (Confirm your plan → when a card is already saved) opens the trial billing dialog. You don't need it to publish.

Some features won't go live on your current plan lists features your plan doesn't include. Campaigns and conversion goals require Scale or Pro. Publishing leaves them off your website but keeps them in your draft, so nothing you built is lost. To make them live, choose Upgrade, then publish again. A successful publish of the rest of the project doesn't mean the excluded features went live.

Campaign A/B tests on an audience or the Original page need Pro. On another plan, a running test stays off your website when you publish and stays in your draft, and your other changes still go live. If your draft starts or restarts a test and the project isn't on Pro, publishing fails with "Starting an A/B test needs the Pro plan. Remove the test or upgrade to Pro." Ending a test doesn't need Pro.

Page changes

Edits to your hosted pages, site styles, and project scripts appear in a Pages group. They go live at your pages' address, so the review names both places when you've changed your website too. It also warns you about placeholders you haven't filled, page edits that would stop campaign changes from applying, and a plan that leaves your pages out of this publish. See publish your page.

Restarts measurement

If publishing changes what a running campaign test measures, the review shows a Restarts measurement section: "Publishing changes what these tests measure, so their results start over." It names each affected test with its campaign, how many weeks it has run, and its visitors. When any of those tests has a week or more of data, check I understand these results start over before you can publish.

Read the Publish note and edit it to describe what you're changing. If it says Righty is drafting…, wait for the field to become editable.

For example, Show the agency headline on the homepage and update the assessment's final offer tells your team more than Updates.

Righty can draft this note, but publishing doesn't have to wait for it. If you publish while the note loads, or Righty's draft isn't available, RightMessage uses a change summary instead. The note is saved with the published version in version history. Review the changes themselves, not just the note.

Go live

  1. Choose Publish in the confirmation dialog.
  2. If a billing screen appears, review its plan and billing terms before completing it. It appears when the project's trial has ended, when a payment needs attention, or when the project's billing setup didn't finish when it was created. After a trial ends, Pick up where you left off charges your plan today, then publishes your changes. For a project without a plan, Start 14-day trial & publish starts the organization's first trial, and Pay amount & publish starts any other project's plan. Either one publishes your changes in the same step. See choose a plan when you publish.
  3. Wait for the message that your changes are live.
  4. Choose Done.

On a trial project's first publish, if you manage billing and haven't confirmed a plan yet, Keep RightMessage running after your trial opens instead of the usual success message. Its Published. line confirms that your changes are live. Pick a plan and enter your card details to keep everything running after the trial. Nothing is charged today. Not now closes it, and the billing reference explains the rest.

Cancel closes the review without publishing. It leaves your saved draft edits in place.

Visitors receive the new setup on their next page view. Reload the page for your own check rather than checking a page that was already open.

If validation, billing, a save conflict, or a server error blocks you, see publishing troubleshooting.

Start any draft tests

Question, offer, and flow tests have a separate start action. While one is still in draft, the bottom bar shows a reminder such as "Team size" test not yet started - Review and start, with the test's question, offer, or flow name in quotes. A flow test's reminder appears only while that flow is open in the flow editor. Tests whose question, offer, or flow has been deleted don't get a reminder.

Follow that link to review and start the test. Publishing doesn't choose Start test for you.

If you're not ready to start it, select the × beside the reminder. That hides it for you only. Your teammates still see it, and the test stays in draft on A/B Testing. When you delete a flow, its never-started test is removed the next time your draft saves. Running and completed tests aren't removed.

Campaign A/B tests on an audience or the Original page work differently. Start, Restart, and End on the campaign's Testing tab are draft changes, and the test card shows Starts on Publish, Restarts on Publish, or Ends on Publish until you publish. See run an A/B test on a page or an audience.

Check it as a visitor

Open the intended entry URL without the debugger or forced segments. Use a fresh browser session for a new visitor and a dedicated test contact for an identified visitor.

Check that the page shows the right content, the flow follows the right path, and any contact update reaches your connected platform. Those checks tell you whether visitors qualify for your rules and whether the platform accepts their data.

If you need to reverse the release, restore an earlier version to the draft, review it, and publish the recovery.

Still need a hand?

Tell us what you’re trying to do and where you’re getting stuck.

support@rightmessage.com