AccessAlly Testing Guide

As you set up your new AccessAlly site, you'll want to make sure each piece is working properly before going live. From changing the permissions on your admin user (so you don't get "denied" access to content) to checking order forms, the testing procedures are many and varied.

Grab some coffee, then let's get started.

Why It's Important To Test Your Setup Before Going Live

AccessAlly works hand-in-hand with your CRM, giving you the opportunity to create a fully automated online course and membership area.

However, both systems are incredibly robust, and a single misstep during the setup process can cause frustrating errors for you and your clients.

Because of this, it's very important to test (and re-test) each portion of your site as you set it up, so all errors can be caught before they affect your paying customers.

What testing your setup looks like:

A typical test follows this flow:

  1. Choose an area to review (that might be an order form, an opt in form, the progress tracking for a course, etc.)
  2. Sign up as a new user (using the order form or opt in form)
  3. Follow the process that you would expect your client's to follow (make purchase, check email, use link to log in, etc.)
  4. Make a note of any front end inconsistencies (are there any broken links? Images that don't show up?)
  5. When the "experience" part is completed, hop into your CRM to make sure the new test user's profile includes all of the tags you would expect them to have.

Here's What You'll Need to Test Your AccessAlly Setup


Set Admin User to "All Access"

First, you'll want to make sure that your admin user has the ability to review all pages on your site, regardless of the required tags. To do this, you'll enable "all access" mode.


Test All Opt Ins

If you're giving out any free content to help build your list, make sure your opt in flow is working as intended.


Test All Order Forms

Next, make sure the paid portion of your setup is working as planned, so that everyone who wants to purchase your content receives what they paid for.


Switch to Another Member View

It helps to visit your site as someone else, so you can make sure that permissions are set up properly and personalized experiences are working.

Additional Testing Routes

At this point, your "entry points" (opt ins and order forms) should be working as intended. If you haven't already, please make sure the content itself (courses, memberships, progress tracking, etc.) is also ready to go live.

Test Free Content

Make sure your free content is setup properly, so you can use it to build your list (and upsell for more revenue).

Test Paid Content

Run a quick test to ensure that anyone who pays for an online course (or membership) can access it right away.

Updated on October 29, 2020

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