Step 1: Open an Incognito / Private Browsing Window
Open the order form (or opt in form) for the course you wish to test in an incognito (sometimes called a private browsing window). (For more information on why this is necessary, please see this tutorial.)
Step 2: Submit the Order Form (Or Opt In Form) As If You Were A Client
In your incognito window, go through the order form process as if you were a potential client. This is important because it allows your “test user” to receive all the applicable tags that are configured in your order form/opt in process.
What to look for at this step:
- Are you able to fulfill the order form / opt in form?
- Once the form is submitted, are you able to log into the website immediately (if the login information is supposed to be sent via email, make sure it arrives successfully in a timely manner)
- After logging into the site with your new test user login, are you able to access the course content that you paid/opted in for?
Step 3: Log Out Of the Test User, Log Back In With Your Admin User
If there are any issues that need to be addressed or fixed, make sure to log back into your website using your admin information, so you can make admin changes.
Take the time to check your CRM to ensure the test user you used has all the necessary tags associated with their account.