Campaign, fulfillment, and Transaction Testing
Q: Do you have a test credit card to test transactions?
A: You can create test cards under Administration > Accounts, Click on the Edit icon under the Actions column, then click on Test Cards.
Obtain a valid card number by going to:https://www.
Enter your desired test card number, then Save. You can also disable or delete the test card at any time.
Q: How do I disable test credit cards?
A: Test card cards can be disabled under Administration > Accounts. Navigate to Administration > Accounts. Click on the Edit icon under the Actions column, then click on Test Cards. You can disable or delete the test card at any time within this page.
Q. How do I send a test order to fulfillment after fulfillment is setup within the CRM?
A: You must process a test transaction with a live payment source in order to send a test order to fulfillment. Test orders processed with a CRM test credit card will not be sent to fulfillment, as test orders are exempt from reporting and fulfillment. It is recommended to test your fulfillment and merchant account with a live payment source to ensure a properly working live environment.
Q: How do I mark a customer as a test customer?
A: Within the customer profile, click on the Test Customer option at the top right of the page.
Q. What does it mean when a customer is marked as "test" customer within the CRM?
A: Marking a customer as a test customer will remove them from reporting throughout the CRM and will not show up on CRM search results unless the option to show them is enabled. Tests made using a test card will automatically be flagged as test customers.
Q. Can I unmark a customer as a test customer?
A: Yes