Testing is available on Classic plans and above, because it runs alongside your onboarding manager. While you are testing, keeping the program away from your customers is your responsibility: check that everything below really is switched off before you launch.
In this article:
How to test your program
Your program has to be launched before you can test it, because nothing runs until it is. The way to test privately is to switch off everything your customers would see, launch, try the program yourself, and switch those things back on when you are happy.
Turn off the loyalty widget, unless you are using a loyalty page instead.
Turn off every notification.
Turn off every email.
On Shopify Plus, disable the points slider so points cannot be redeemed at checkout.
Launch your program. Use the Continue setup button, which walks you through the steps you have left. Once they are all done the same button becomes Launch program.
Go to your store and behave like a customer: create an account, place an order, and do whatever else your rules reward.
Open your own customer record under Customers and check you earned the points you expected.
Turn the widget, notifications and emails back on once you are happy. Your program is now live for your customers.
Testing records real data. Anything a customer does while you are testing, including a purchase, earns them points they will keep once the program is visible. Do not stay in testing for long, and contact our Support team at support@loyaltylion.com if you want your program's data cleared before you go live.
Turning off the widget
Go to Display, and then Store components.
Find Loyalty widget and click Customize.
Untick Include on my store?
Save your changes.
Turning off notifications
Go to Display, and then Store components.
Find Notifications and click Customize.
Open each notification and switch Enable Notifications to off.
Save your changes.
Turning off emails
Go to Emails.
Select an enabled email and click Edit.
Click Turn off, and save.
Repeat for every enabled email. Each one should end up tagged as disabled.
FAQ
Can I test a loyalty page before launching?
Yes. A new page in Shopify is hidden from your customers until you add it to your navigation, so you can reach it from your admin or by its direct URL and try it before anyone else can find it. There is more on how to embed the loyalty panel on a page.
I cannot see the Continue setup button, so I cannot launch. Why?
Your program has most likely been launched before and then unlaunched by us. Only our team can launch it again in that case, so contact your onboarding manager or our Support team at support@loyaltylion.com and we will do it for you.
Can I unlaunch my program?
Not yourself. Contact your onboarding manager or our Support team at support@loyaltylion.com, or use the chat in your account, and we will unlaunch it for you.