Testing RechargeSMS
After installing RechargeSMS and completing the in-app onboarding steps, you are ready to test the service. This guide outlines how to test RechargeSMS.
- Recharge Checkout on Shopify
- Shopify Checkout Integration
Before you start
- Install RechargeSMS and complete the in-app onboarding steps before testing RechargeSMS.
- You must have a customer account with a mobile phone number on file that you can access to test RechargeSMS. You will need to opt-in the phone number to test the SMS service. If you don’t already have a customer account with an accessible phone number, you can create one by running a test transaction or completing a new purchase.
Note: This guide outlines how to test RechargeSMS on a live test customer account. If you are looking to test only flows and dialogues, use the RechargeSMS messaging Simulator.
Step 1 - Opt-in test customer
Before testing RechargeSMS, you must opt-in a test customer. This allows you to test RechargeSMS using a Recharge account with a phone number that you have access to. There are three different ways that customers can opt-in to receive SMS messages. Use one of these options to opt-in your test customer to test RechargeSMS.
1. Opt-in via cart or checkout
One way customers can opt-in to RechargeSMS is by completing a new purchase and opt-in via cart or checkout. Refer to the following directions to opt-in using this method for Recharge Checkout on Shopify and Shopify Checkout Integration stores.
Shopify Checkout Integration
Enable RechargeSMS and run a test transaction or complete a new purchase to opt-in using this method.
- Click the Messaging status indicator button on the bottom left of your RechargeSMS dashboard.
- Use the toggle to enable Future Subscribers Opt-in. This setting enables the Cart Widget Opt-in. Either keep this toggle enabled for future subscribers or disable the toggle until you are ready to use RechargeSMS on your storefront. For more information on cart opt-in, see Installing RechargeSMS.
- Navigate to your storefront, add at least one subscription item to your cart, and check the manage your orders via SMS checkbox in the cart.
- Navigate through checkout using test customer credentials and a valid phone number.
Note: This phone number is the phone number you use to test the service. Ensure that you have access to the phone number used.
Recharge Checkout on Shopify
Enable RechargeSMS and run a test transaction or complete a new purchase to opt-in using this method.
- Click the Messaging status indicator button on the bottom left of your RechargeSMS dashboard.
- Use the toggle to enable Future Subscribers Opt-in. Either keep this toggle enabled for future subscribers or disable the toggle until you are ready to use RechargeSMS on your storefront. For more information on opt-in, see Installing RechargeSMS.
- Navigate to your storefront and add at least one subscription item to your cart.
- Navigate through checkout using test customer credentials and a valid phone number.
- Check the allow me to modify my subscription via text checkbox before placing the test order.
Note: This phone number is the phone number you use to test the service. Ensure that you have access to the phone number used.
2. Opt-in using the landing page opt-in widget
The RechargeSMS landing opt-in widget allows your customers to opt-in and receive promotional SMS messages about their subscription orders all from a custom landing page.
Note: The test customer must exist in Recharge.
- Set up landing page opt-in widget.
- Navigate to your landing page opt-in widget on your storefront.
- Enroll your test customer by inputting the email and phone number. These must match the test customer’s email and phone number in Recharge.
3. Opt-in by texting your store's SMS phone number
You can opt-in a test customer by texting your store’s SMS phone number.
Note: The test customer must exist in Recharge.
- Locate your Shop's Phone Number on the My Shop page.
- Ensure the phone number being used for the test message is connected to your test customer account.
- Text
Start
to your store’s SMS phone number.
Step 2 - Test RechargeSMS
Now that your test customer account is opted in using one of the three options, you can test RechargeSMS by texting your store's phone number. Text "info" or "modify order" to your store’s phone number to test the service.