Testing Your Gateway Through Order Entry

Please review our guide on Gateway Setup / Creation before attempting to test your gateways through Order Entry.

After you have created your gateway, you can test it by placing an order through the Customer → Order Entry page.

Instructions

To list a campaign on the Order Entry page you will need to make sure you have a Phone campaign created with the “List in Order Entry” option enabled.

To do so, go the Campaigns Page and add/edit a phone campaign that is designated for testing new gateways. Be sure the "List in Order Entry" option is enabled and to Update the campaign.

After you add or edit a campaign, scroll down to the Campaign Products to add an offer.

Inside the General Details of the offer configuration, choose any one of your base products and set the Gateway field to the new gateway you need to test.

Note: The Qty Per Order of the product variant will override this quantity per order.

Inside the Billing Schedule configuration, depending on if you need to test recurring billings or not, choose either One-Time or Recurring as the Billing Type.

For One-Time sales:
Enter $1.00 into the Base Price field. Leave “IsShippable?” unchecked and the Ship Price field empty (unless you want to test fulfillment too).

For Recurring sales:
Set the Cycle 1 price to $1.00 with a bill delay of 1 day. Then set Cycle 2+ to $1.15 with any bill delay. Leave “IsShippable?” unchecked and the Ship Price field empty for both cycles (unless you want to test fulfillment too).

If you choose Recurring, you can set the Final Billing Cycle to 2 so that you don’t need to remember to cancel out the subscriptions from your tests.

If a third cycle gets created you can either leave it there, or you can remove it by setting the cycle 3 bill delay to 0 days.

Next, go to Customers → Order Entry and run a live test on your test campaign by buying the campaign product that is assigned to the new gateway.

You will need to use a LIVE credit card in order to test the gateway. Test Card orders NEVER go to the gateway.

Once you have filled out the order form, scroll down to the bottom and click the “Process” button. From here you will either get a decline with a decline response from the gateway or be successfully redirected to the Completed Order page.

If this sale attempt declined, view the decline message from the gateway to see if any adjustments need to be made. For example, “Authentication Failed” means that the credentials you entered into the CRM are incorrect. Please reach out to our support channel if you need assistance.

If you are only testing One-Time sales and you reached the Order Summary page then your testing is complete! You can now apply your gateway to your live campaign offers.

If the campaign product you set up is recurring, you can go to the Purchase Details page and click Force Bill Now to test rebilling.

Click “Yes, I’m Sure”

After you click “Yes, I’m Sure” a window will pop up stating that the order was successfully processed, or it will show the decline message from the gateway.

If the forced rebill approved then that means the gateway is fully tested and ready to be used inside your live campaign(s).

If the force rebill attempt declined, view the decline message from the gateway to see if any adjustments need to be made. Please reach out to our support channel if you need assistance.