How To Test Just About Anything

Introduction

Learn how to test the things you've created in Infusionsoft.
 
  • Test a web form
  • Test an order form
  • Test the shopping cart
  • Test a Campaign
  • Test an Email in a Sequence
  • Test a Broadcast email

 

Step-by-Step Instructions

  1. Test a web form

    You can test web forms on-the-fly while you are creating them in the Campaign Builder.

    1. Make sure to publish any changes you've made to the form before you test it.
       
    2. While viewing the web form, cilck the Test button at the top of the web form and choose your user record from the drop-down menu.


       
    3. Fill out your form and click the Submit button.
       
    4. Close the thank you page.
       
    5. Click the Back to Campaign button.


       
    6. Click the Back to List button.


       
    7. Find your contact record in Infusionsoft, scroll down to the Form Submission section to get details on when the form was submitted and what information was obtained.

     

  2. Test an Order Form

    The easiest way to test an order form is to run an actual transaction with your credit card or PayPal account. If this isn't possible, and you use an Authorize.Net merchant account, you can put the Authorize.Net merchant account into "Simulator" mode and fill out the order form. In simulator mode, all transactions are approved, but no actual financial information is sent through the gateway.

     Simulator Mode Warning! Make sure not to leave your Authorize.Net merchant account in Simulator mode! Also, make sure your Authorize.Net merchant account isn't presently active on an existing order form or the shopping cart. In simulator mode, ALL transactions will always be approved!

    To test an order form with an Authorize.Net account in "Simulator" mode:

    1. Go to E-Commerce > E-Commerce Setup in the main navigation menu.
       
    2. Click on the Order Forms link.


       
    3. Click on the name of the order form you want to test.
       
    4. Click the Links tab.


       
    5. Click on the link to open the order form.
       
    6. Fill out the form using a test credit card number. For example, VISA; 41111111111111111; 01-2020; 123.
       
    7. Go to the contact record in Infusionsoft and make sure the items were added correctly to the order. If the product you purchased is part of a purchase goal in a campaign, make sure the campaign goal was accomplished correctly. Also, if you have billing automation set up, check that too!

     

  3. Test your Shopping Cart

    The easiest way to test your shopping cart is to run an actual transaction with your credit card or PayPal account. If this isn't possible, and you use an Authorize.Net merchant account, you can put the Authorize.Net merchant account into "Simulator" mode and fill out the shopping cart. In simulator mode, all transactions are approved, but no actual financial information is sent through the gateway.

     Simulator Mode Warning! Make sure not to leave your Authorize.Net merchant account in Simulator mode! Also, make sure your Authorize.Net merchant account isn't presently active on an existing order form or the shopping cart. In simulator mode, ALL transactions will always be approved!

    To test your shopping cart with an Authorize.Net account in "Simulator" mode:

    1. Go to E-Commerce > E-Commerce Setup in the master nav menu.
       
    2. Click on the Shopping Cart Themes link.


       
    3. Click on the thumbnail of your Active Theme to go to your shopping cart.


       
    4. Add items to your cart and checkout.
       
    5. Go to the contact record in Infusionsoft and make sure the items were added correctly to the order. If the product you purchased is part of a purchase goal in a campaign, make sure the campaign goal was accomplished correctly. Also, if you have billing automation set up, check that too.

     

  4. Test a Campaign

    1. Go to Marketing > Campaign Builder in the main navigation menu.
       
    2. Click on the name of the campaign you wish to test.
       
    3. Complete the goal that begins the campaign. For example, if the first goal of the campaign is to submit a web form or add a tag, do so now.
       
    4. Find the contact in Infusionsoft you tested with and scroll down the page and click on the Campaigns tab.


       
    5. From here, you can see what campaigns this contact belongs to as well as all of the individual marketing pieces of the campaign.

     

     

  5. Test an Email in a Campaign Sequence

    1. While viewing the email in the campaign sequence, click the Send Test button and select a user from the drop-down.

     

  6. Test a Broadcast Email

    When sending a broadcast email, you can test the email on-the-fly while you are building it. Click the Test button located in the top right to send yourself an email, send to another User, or to an a Non-User email address