Testing Your Setup

Verify your loyalty program works correctly before going live

Before announcing your loyalty program, thoroughly test every aspect to ensure customers have a great experience.

Pre-Testing Checklist

Before you start testing, confirm:

• At least 2 tiers are created

• One tier is set as the default

• Tier automation is enabled

• Historical data has been synced (if applicable)

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Test 1: Tier Creation

What to Check

Item	Expected Result
Tiers display correctly	All tiers visible in dashboard
Thresholds are logical	Each tier has higher threshold than previous
Cashback rates are set	Each tier shows a percentage
Default tier is assigned	One tier marked as default

How to Test

1. Go to Membership Tiers

2. Verify all tiers are listed

3. Check that thresholds increase progressively

4. Confirm the default tier is highlighted

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Test 2: Customer Sync

What to Check

Item	Expected Result
Customers appear in list	Customer count matches Shopify
Tiers are assigned	Each customer has a tier
Spending totals are correct	Match Shopify order history

How to Test

1. Go to Customers

2. Find a known customer

3. Verify their tier assignment

4. Check their spending total against Shopify

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Test 3: Place a Test Order

This is the most important test. Place a real order to verify cashback works.

Step-by-Step

1. Create a test product (or use an existing low-cost item)

2. Place an order using a test customer email you control

3. Complete payment (use Shopify's test mode if available)

4. Wait 1-2 minutes for webhook processing

5. Check RewardsPro for the order

Expected Results

Check	What to Look For
Order appears	Listed in Orders page
Cashback calculated	Shows correct percentage of order
Customer balance updated	Store credit increased
Ledger entry created	Transaction in customer history

If Using Shopify Payments Test Mode

1. Enable test mode in Shopify Payments

2. Use card: 4242 4242 4242 4242

3. Any future expiry and CVV

4. Complete the test order

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Test 4: Tier Upgrade

Test that customers upgrade when they cross thresholds.

How to Test

1. Find a customer close to an upgrade threshold

2. Place an order that pushes them over

3. Wait for tier recalculation (or trigger manual recalc)

4. Verify they're now in the higher tier

Manual Tier Recalculation

If you can't wait for automatic recalculation:

1. Go to Settings → Tier Automation

2. Click Recalculate Now

3. Wait for completion

4. Check customer's tier

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Test 5: Customer Widget (If Enabled)

What to Check

Item	Expected Result
Widget appears	Floating button visible on storefront
Tier displays	Correct tier name and badge
Balance shows	Accurate store credit amount
Progress bar works	Shows progress to next tier

How to Test

1. Go to your storefront

2. Log in as a test customer

3. Look for the widget button

4. Click to open the widget panel

5. Verify all information is correct

Common Widget Issues

Issue	Solution
Widget not appearing	Enable app embed in theme settings
Wrong information	Clear browser cache, refresh
Slow to load	Normal on first load, check internet

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Test 6: Refund Handling

Test that refunds properly reverse cashback.

How to Test

1. Using your test order, process a refund in Shopify

2. Wait 1-2 minutes for webhook

3. Check RewardsPro:

   • Customer balance should decrease

   • Ledger should show reversal entry

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Test 7: Email Notifications (If Configured)

If you've set up email notifications:

What to Check

• Welcome email sends on signup

• Tier upgrade email sends on promotion

• Cashback earned email sends on order

How to Test

1. Use a real email address you can access

2. Trigger each notification type

3. Verify emails arrive and look correct

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Testing Checklist Summary

Must Pass ✓

• Tiers display correctly

• Test order processes cashback

• Customer balance updates

• Ledger shows transactions

Should Pass ✓

• Tier upgrade works

• Refund reverses cashback

• Widget displays correctly

Nice to Have ✓

• Emails send correctly

• Bulk operations work

• Analytics show data

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Common Test Issues

Order Not Appearing

Causes:

• Order not yet paid (pending payment)

• Webhook delay (wait 2-3 minutes)

• Test order excluded by settings

Solutions:

1. Verify order is marked "Paid" in Shopify

2. Wait and refresh

3. Check Settings for test order exclusions

Wrong Cashback Amount

Causes:

• Discounts not accounted for

• Wrong tier assigned

• Shipping/tax inclusion settings

Solutions:

1. Check what's included in cashback calculation

2. Verify customer's tier

3. Review cashback settings

Customer Not Upgrading

Causes:

• Tier automation disabled

• Threshold not actually crossed

• Recalculation hasn't run yet

Solutions:

1. Enable tier automation

2. Double-check spending vs threshold

3. Trigger manual recalculation

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After Testing

Once all tests pass:

1. ✅ Delete test orders (if needed)

2. ✅ Reset test customer data (if needed)

3. ✅ Proceed to Going Live Checklist

All tests passed? You're ready to launch! Continue to the Going Live Checklist.