Before You Dive In
This article is one step from our Master Help Guide: All About Courses. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Place a test purchase of your offer checkout before launching
Troubleshoot a course signup workflow
See what users will experience after signing up for a course
How To Test Your Course Offer Checkout and Workflow
Before sharing your course offer checkout with real students, it’s important to run a quick test purchase. This allows you to confirm that the checkout, client portal access, and workflow automations are all working correctly before going live.
Important: Before testing, please ensure your course signup workflow has been set up and turned into publish mode.
Click here for the written steps
Click here for the written steps
To place a test purchase through your Course Offer Checkout, from the main menu, go to Courses > hover of the [Courses] tab > and click [Offers]
Locate your course offer > click the ✏️ Pencil icon to Edit your course offer
On the right-hand side under Offer Pricing, click the [Edit] button > toggle the offer to [Test] next to Payment Mode at the bottom > and click the [Save] button
At the top right corner, click the [Preview] button
Complete a test purchase:
Complete the checkout information > and click [Proceed to Checkout]
Use test card number 4242 4242 4242 4242, with any future expiry date and any CVV number > and click [Confirm Payment]
Click [View Dashboard] - you should be redirected to the Client Portal
Set a password, and confirm that you can access the course(s) included in your offer
Check if your Course Offer Signup Workflow fired as expected:
Go to Workflows > open the workflow for this offer > and view the Enrollment History
Confirm that your test signup ran successfully. If there are any errors, the system will highlight which step failed
Once testing is complete, go back into your offer’s Pricing settings and toggle it back to [Live]
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Courses to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Still Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍