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.
Your product has 3 statuses it can be set to:
- Test Mode
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.
You can easily see the status of your products on your dashboard as they are labelled with their current status.
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 prompting you.
To make things really easy for checking out, the credit card details will also be pre-filled with the test data.
So now, to test your checkout and go through your funnel 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 your success page or the next step in your funnel, depending on how your product is set up.
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.
A pro-tip when testing is to use a unique email address for each test, especially if you’re testing with things like membership platforms.
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 email@example.com then all you need to do is put ‘+xyz’ between ‘johnsmith’ and ‘@gmail.com’. For example firstname.lastname@example.org
You will still receive this email in your inbox, but for all intents and purpose, this will be treated as a unique email by other systems. Perfect when testing as a ‘new customer’.
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 (see above where to set the status of your product).
We always advise completing a live test as well, as this ensures there are no issues on your payment processor’s end. You can always reduce the price of your product down to a single dollar (or your currency equivalent), 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.
If you have any questions or need any help with the setting up or testing of your products, please feel free to contact us directly.