Use this checklist before exposing Userorbit experiences to production users.

Installation

  • Install the current snippet from Settings → Widget installation.
  • Confirm the correct workspace Account ID.
  • Identify a test user and verify events in the intended workspace.
  • Test client-side navigation.

Audience and content

  • Preview every published experience.
  • Test one matching and one non-matching user.
  • Check URL rules, segments, frequency, dismiss behavior, and links.
  • Remove placeholder copy and test data.

Workspace and plan

  • Confirm you are in the correct workspace.
  • Review Settings → Billing for the plan attached to that workspace.
  • Confirm gated modules are available before linking customers to them.

Launch

Publish to a small internal or staging audience first. Monitor delivery and analytics, then expand the audience. Keep an owner and rollback plan for each launch.

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