Before anything on your membership site or course area goes “live”, you’ll want to test (and re-test) everything. This tutorial shows you how to test your order forms, so you know for sure that the products (and subscriptions) you set up will work as planned.
There are two possible ways to test:
How to Test Your Order Forms with Your Own Accounts
Once your order forms are live on a page, you can begin your testing. From start to finish, here’s how the full process looks.
Step 1: Set up your order forms
If you’re unsure how, please review this guide to setting up your products and order forms: Tutorial.
OPTIONAL: Create a coupon to use while testing
If you wish, you can create a coupon to use while testing. This is especially helpful if you’re selling high-priced items and do not wish several large purchases to appear on your card 🙂
Step 2: Place an order
Now, place an order on each one of your order forms using a real, valid credit card. If you’ve created ten order forms, plan on putting an order through each one at least once.
(If you have a variated order form with a bump, for example, you’ll have to test that order form twice. Once with the bump and once without it.)
Note for Facebook Browser Users
Please be aware that making a purchase via PayPal is currently not possible within the Facebook browser. If a user does attempt an order form purchase with PayPal when using the Facebook browser, they will see this message:
Step 3: Review Stripe / PayPal information
After your order has gone through, go into Stripe (or PayPal) to confirm that the order has taken place. Do not refund the order yet.
Step 4: Review Information in Your CRM
Check your CRM to make sure all permission tags have been added and that the email you used for the purchase has been added to any automated sequence you’ve set up.
Step 5: Once Satisfied, Refund Your Order
Once you’ve ensured that your tagging and follow-up automations are working properly, you can safely assume that the setup has been done properly.
Go into Stripe (or PayPal) and refund all purchases.
Advanced: Testing With Stripe before the site is live
If you are using Stripe as your payment processor, it’s a good idea to test order forms before anything on your site is live and available to the public.
Step 1: Turn on Testing mode
Go to AccessAlly -> Settings -> Payments -> Credit Cards.
If you have already connected your Stripe account, but no payments are processing yet, you will want to click the grey button to disconnect your Stripe account first.
Then select Stripe Connect from the dropdown again.
Now before you click on the “Connect with Stripe” button, you will hold down 2 keys:
- For Macs: Command + Shift
- For PCs: Control + Shift
After you’ve clicked while holding down these keys, you will see a way to connect your account in “Testing mode”, and this is what you should see:
Login and connect your account through this test mode, then you’ll be able to test using the special credit cards below.
Step 2: Use Stripe’s Card #s to Test Your Order Forms
You’ll want to use a test credit card like “4242424242424242”.
Now, you’ll want to go through each order form at least once and submit an order. When using Stripe’s testing mode, you can also use the Stripe credit card number that they include (find them here).
These cards will be run like a “normal” order.
Step 3: Review Stripe information
After your order has gone through, go into Stripe to confirm that the order has been run.
Step 4: Review Information in Your CRM
Check your CRM to make sure all permission tags have been added and that the email you used for the test purchase has been added to any automated sequence you’ve set up.
OPTIONAL: Step 5: Cancel Subscription
If you tested a subscription, please see this tutorial to learn how to cancel a subscription properly so that future payments are cancelled. (This will not affect much, since the credit card number is fake, but it is a good habit to get into).
Step 6: Turn Off Testing Mode
Once you are satisfied that all order forms and automations are working properly, you can switch go back to your AccessAlly -> Settings -> Payment Settings -> Credit Card page.
Then click the grey “disconnect from Stripe” and then Connect to Stripe button, without holding down any special keys.
This will make sure you’re on your fully functional Stripe account, and all payments will be processed for real going forward.