How to test Rewards or Automate flows

Testing a flow allows you to validate its behavior before activating it. You can confirm that the correct customer qualifies, the expected nodes execute, and the correct changes occur.

This guide provides instructions for testing applicable Rewards and Automate flows.

Before you start

• Before testing, make sure you have a test customer who meets the flow’s trigger and conditions. You can create a new test customer account before testing your flow.
• Not all flows support the Test Flow option.
• A test run applies real changes to the selected customer. Always use a controlled test customer to avoid impacting active subscribers.
• Access to Rewards depends on your plan. Check the Loyalty tab in your merchant portal to confirm whether this feature is available in your store.

Optional - Create a new test customer

Create a new customer in Recharge to test your flow:

1. Create a one-time use 100% off discount code in Shopify and Recharge.
2. Visit your store's storefront and add the subscription product to the cart.
3. Proceed to checkout and enter the test customer's details (use a unique email address like test+1@example.com).
4. Apply the discount code to reduce the total to $0.
5. Complete the checkout process.
6. Log in to your Recharge merchant portal.
7. Navigate to Customers and search for the test customer's email address.
8. Confirm that the customer profile and subscription were created successfully.

Step 1 – Access and save your flow

You must save the flow before running a test.

1. Open the flow, or create a new one, in your Recharge merchant portal.

2. Click Save in the top-right corner.

Step 2 – Open the Test Flow and select a test customer

Open the Test Flow option and select a customer who meets the flow’s trigger and conditions to validate the outcome in a controlled environment.

1. Click the three vertical dots menu.

2. Select Test Flow.

3. Search for and select a customer.

4. Review the customer details displayed in the panel.

   

Recharge displays customer details before you run the test, so you can confirm:

• You selected the correct customer

• The customer meets the trigger criteria

• The customer is relevant to the flow

For example, if your flow targets subscribers with a specific product, confirm the selected customer has that subscription.

Step 3 – Run the test

Click Test flow to run the test.

After the test runs, you are automatically redirected to the execution results panel.

Review the execution results

The execution results panel shows how the flow ran and what changed. It includes two tabs: Data changes and Node results.

Review data changes

The Data changes tab displays the before-and-after state of:

• The customer

• Related objects (such as subscriptions or scheduled orders)

This view highlights exactly what changed during execution, such as:

• Subscription updates

• Attribute changes

• Scheduling adjustments

Use this tab to confirm that the final outcome matches your expectations.

Review node results

You can also review node-level execution details.

The results clearly show:

• Which nodes executed

• Which nodes did not execute

• Why a node was skipped (for example, branch conditions were not met)

This helps you:

• Confirm the flow logic worked as intended

• Identify incorrect conditions

• Debug unexpected outcomes

If a node did not run, review its conditions and compare them to the selected customer’s data. Common reasons a flow might not run include:

• The customer does not meet the trigger requirements

• A condition in a branch was not satisfied

• Required data is missing from the customer profile

Review both the customer details and node results to identify the issue.