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Testing your checkout & funnel

In this article, we’re going to look at how you can test your checkout and see the flow from a customer’s perspective, without processing any live payments.

This allows you to go through your funnel and see how things work, with not only the front-end visuals for the customer, but also your fulfilment and autoresponder behaviour rules, Zapier, and webhooks (where used).

We’ve got this article broken down into several sections:

Setting your product to be in test mode

In your product settings, there are 3 statuses that can be set:

  • Disabled
  • Test mode
  • Live

This can be set in your product settings under the first options tab.

Setting your cart to ‘test mode’ will mean that your cart will not be taking live payments.

The cart will operate like a ‘live’ cart in that; product access, behaviour rules, webhooks, etc will all trigger but no real payment will be taken.

As no live payments are processed, as a vendor you will not receive a ‘sales notification’ email.

So that there is no confusion between a product in test mode and one that is ready to take real payments from customers we have a few easy identifiers.

1. The Product status is shown in your dashboard across the product thumbnail.

2. A banner across the top of your checkout page.

If you go to a cart URL you will easily see when it’s in test mode as you will have a clear orange banner running along the top warning you that no live payments will be processed.

3. Payment fields will be either yellow or have a test mode warning above them.

If you’re using Stripe, you can copy the test card number (4242 4242 4242 4242) and any future expiry date and 3 digits for the CVC.

You can find other test card numbers for different results directly at Stripe here if you’re wanting to test different scenarios on your checkout (like SCA scenarios or declines).

If you have real customers go through your funnel in test mode no payments will be processed and they will not be able to use real card payments.

Testing your funnel

To test your funnel and go through as a customer would, you can simply complete your details and then click the complete order button. You will then either be taken through to the next step in your funnel (an upsell or success page).

Remember, things like your behaviour rules, membership fulfilment, Zaps, and webhook notifications will also trigger. This lets you check all your integrations and make sure everything is working as you expect.

The email address you enter as the ‘customer’ will receive a receipt for the payment so you can see how the notifications to your customers appear.

Pro-tip when testing:

Use a unique email address for each test, especially if you’re testing with things like membership platforms or autoresponders.

Services like Gmail let you easily create a unique email address based on your existing email, which is perfect for testing.

If your email was johnsmith@gmail.com then all you need to do is put ‘+xyz’ between ‘johnsmith’ and ‘@gmail.com’.

For example johnsmith+xyz@gmail.com

You will still receive this email in your inbox, but for all intents and purposes, this will be treated as a unique email by other systems. Perfect when testing as a ‘new customer’.

Viewing test orders

By default, your dashboard only shows the live transactions and data in your account. However, you may wish to view the test mode order you process for scenarios where you want to process test refunds, or manage subscriptions to test further functionality around Zapier, webhooks, and other integrations.

To enable a selector in your transactions area, simply head to your Settings > Account-wide settings > Finances area and then change the option to toggle between modes.

Once that’s been saved, if you head to your Transactions area, at the bottom of this page will now be a selector to switch between.

The system will change to an Orange colour to symbolise your review of test mode data.

If you have completed a test mode order for a subscription and used Stripe as the processor on your checkout, you’ll find that this subscription is set up in your Stripe dashboard under the test data too.

Meaning, Stripe will trigger things like rebills when they’re due and those ‘test’ recurring payments will get tracked into your dashboard and trigger things like behaviour rules and fulfilment where applicable.

Final testing

So, once you’ve completed all your testing and you’re happy that everything is set up exactly how you want it, you’re going to make the product live so you can start taking real payments from customers.

We always advise completing a live test as well through each processor as this helps ensure there are no issues on your payment processor’s end that wouldn’t be identified in test mode.

You can always reduce the price of your product down to a single dollar (or your currency equivalent) then test with a live payment and then put your price back to the correct price for your product. Or, you could use a coupon to bring the price down, then simply disable the coupon when you are done testing.

When testing with a live payment make sure you actually make a payment and don’t make the product free. If the product is free – then no real payment processing actually occurs.

We also don’t recommend doing all your testing whilst your product is Live as you’ll have all that data muddled with your live stats and transactions which can distort the real figures.

If you have any questions or need any help with the setting up or testing of your products, please feel free to contact the team directly.

Updated on April 5, 2022

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