How do I test that the app is working correctly?

What “working correctly” means in Roadmap

In Roadmap, a successful test depends on what you built:

• Gift with Purchase (GWP): the offer is working when the free gift line item is automatically added to the cart after the shopper meets your rules (it may not show as a price discount).
• Discount offers: the offer is working when the cart/checkout shows the expected discount based on your promotion’s Conditions and Customer Eligibility.
• Loyalty & referral discounts: these typically come from Redeem points → Ways to redeem (points redemptions) or the Referral Program (referral reward type set to Discount).

Pre-test setup (do this once)

• Use two test shoppers:
  • One customer who can checkout as a guest
  • One real customer account that can log in (especially important if you test Logged in only customers or Members)
• Pick a simple test cart: use products/variants you can easily add/remove to meet thresholds (for example, to hit a Minimum Spend).

Core checklist: test a discount or GWP end-to-end

Go to Discounts / Gift with Purchase and locate your promotion using the tabs:

• All, Active, Scheduled, Expired, Draft

Open the promotion and confirm:

• Status is set to Active
• Active Dates → Start date / Start time has passed
• If enabled, Set end date hasn’t already ended

If you expected it to run but it’s in Scheduled, your setup may be correct—your timing isn’t.

In the promotion, review the Conditions section, then build a test cart that matches the condition type you selected (common examples include Minimum Spend, Buy X Get Y, and Buy A+B+C Get Y).

• If it’s product-based, confirm you added the exact products/variants and quantities required.
• If it’s spend-based, confirm the cart reaches the amount shown in If the customer spends at least…

In the promotion, open Customer Eligibility and verify your test shopper matches what you selected, such as:

• All customers vs Logged in only customers
• Customers tagged with / Customers NOT tagged with
• Customers in specific countries / Customers NOT in specific countries
• Customers with order history
• Members / Non-members

If eligibility is Logged in only customers or Members, a guest checkout test will fail. Test using a logged-in customer account.

When Customer Eligibility is set to Members, confirm you selected at least one tier in the picker labeled Enter membership tiers… (for example, Level 2).

If no tiers are selected, the promotion won’t trigger for anyone.

If you’re testing a GWP, open Free Gifts and confirm:

• You selected the gift variant using Search variants or Browse
• Maximum number of uses per order is set the way you expect (many stores use 1)
• Optional: Note contains your customer-facing message (shown on the cart page)

If the gift variant can’t be added to cart, you may not see the free gift line item even when Conditions and Eligibility are correct.

If the result is inconsistent, rule out overlap:

1. Go back to Discounts / Gift with Purchase.
2. Temporarily pause other Active promotions that could apply to the same cart.
3. Retest with only one promotion enabled.

Conflicting promotions are one of the most common reasons “everything looks right” but the checkout result isn’t.

Quick pass/fail checks (copy/paste)

• Pass: Promotion is Active, Active Dates are in-range, cart matches Conditions, shopper matches Customer Eligibility, and you see the expected discount or the free gift line item in cart.
• Fail: Any mismatch in Status, dates, conditions, eligibility (especially guest vs logged in), or membership tiers.

Troubleshooting (common test failures)

If you need to share results with support

Capture these details from your test run:

• Promotion name from Discounts / Gift with Purchase
• Status and Active Dates (start/end)
• The cart you tested (products/variants, quantities, subtotal)
• Whether you tested as guest or logged in
• The Customer Eligibility option you selected (including membership tier(s), tags, country rules, etc.)
• Any other promotions that were Active during the test

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