Although Blissbook has plenty of previewing tools and ways to see what your document and emails will look like to employees after you launch or publish, there's nothing like doing an actual launch to test the full experience.
1) Get your document ready to launch
In the launch checklist for the document you want to test launch, check off as many tasks as applicable.
Ideally you'll be able to at least mark all of the tasks in the SETTINGS and POST-LAUNCH AUTOMATION sections (the bottom 2) as complete. These settings apply to all documents in your organization. You must complete all tasks to launch a document, which means when you mark them complete in your test document, it is going to mark them all complete in all unlaunched document (including your source document). If they're already checked, then there won't be any confusion about which ones are done and which ones you had to check just to launch the test document.
Also, you really want to test with something that you think is actually launchable to your audience at large.
2) Clone your document
On your HOME page or on your Document Library page (use the main left nav to get to either of these pages), hover over the document you want to clone, then click the gray down arrow next to the Write, Edit and Design button, then choose Clone.
Enter a name that differentiates your cloned document from your actual primary document. For example: *** TEST EMPLOYEE HANDBOOK ***
3) Show your audience settings
Cloning a document will bring over all of the content from the source doc.
Since your org-wide settings apply to all documents in your team, you just need to set the audience settings for this specific document.
Start by clicking the Get Started button under distribution.
Next, you'll want to duplicate the settings from your source document.
It's likely that the reason you're doing all of this is that you want to test what your private audience will see and sign when you launch for real.
This means the path for 99% of you here is to then click Yes, Continue (with "Yes" selected), and then click "Show My Distribution Tasks".
4) Set your audience settings
There are 4 AUDIENCE tasks on your checklist:
Define Your Audience
Who's Signing
Notify Your Audience
Links
Let's go through these one by one. Click the triangle to expand/collapse each section.
1) Define Your Audience *** The main setting to change ***
1) Define Your Audience *** The main setting to change ***
The default setting here is "Everyone at your organization", and since this is a test launch, you need to change that.
Click the "Add a Person or a Group" link to start defining your audience.
You can add several individual people, or if you have a group nicely defined from your employee list sync (e.g. "HR Team" or "People and Culture"), then you can use that.
Once you add your specific audience, click the ON toggle and then click the "Turn Org Sharing Off" button to turn org sharing off.
You've now set the audience to this specific set of people.
Check the task off to mark it complete!
2) Who's Signing
2) Who's Signing
You'll likely leave this as "Everyone", but you'll want to copy over the settings from your source document. Navigate back to that document or leave it open in another tab/window, and then set the settings in this cloned document to match.
Once you're done, check the task off to mark it complete!
3) Notify Your Audience
3) Notify Your Audience
This email will have been set back to default. If you modified the email in your source document, you'll need to copy/paste that over to this cloned document.
Once you're done, check the task off to mark it complete!
4) Links
4) Links
This step basically just tells you where this document lives on the internet once it's launched. There's nothing you need to do here unless you want to test out the "Public" link feature.
Check it off to mark it complete!
5) Mark all tasks complete, then click Prepare to Launch...
Once you've completed all the tasks in the launch checklist, this button in the top right corner of the screen will become clickable.
Click it!
6) Launch your test
Just like when you launch for real, you'll see a summary of everything that will happen.
If you're happy with everything on that page (make sure the number of people it's going to launch to matches your expectation), click the Begin Launch Countdown button and hold it for 10 seconds to launch.
7) Test stuff; change your source document
Emails will go out, the doc will be viewable and signable by people, etc.
As you collect feedback and want to make changes, go back to your source document (the one you cloned from) and make all your changes there.
8) Delete your test document
Once your initial testing is complete, delete the test document to keep your Blissbook account uncluttered. Here's how.
9) Launch for real... or run another test
At this point, you're back where you've started, only you've collected your feedback and have made any changes needed. You can run another test by following all of these steps again, or you can go ahead and launch for real.
Reach out to support@blissbook.com if you need any help!