> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/getting-started/testing-and-checks.md). # Testing and checks ### 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**). If you’re only looking for a price change, you can miss a working GWP. Always watch for the **free gift** being added to cart. *** ### 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 Confirm the promotion is running 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.\\ Match the Conditions exactly 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…** Validate Customer Eligibility with the right shopper 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. If eligibility is Members, confirm tiers are selected 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. ![Customer Eligibility set to Members with a membership tier selected](https://content.gitbook.com/content/J8asLD4FVCFagK40xEr4/blobs/wXc3ZH59SfsBsVAzz8NS/Screenshot_2026%2002%2022_at_7.03.41_PM.png) For GWPs: verify Free Gifts settings 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. Retest with conflicts removed {% stepper %} {% step %} Go back to **Discounts / Gift with Purchase**. {% endstep %} {% step %} Temporarily pause other **Active** promotions that could apply to the same cart. {% endstep %} {% step %} Retest with only one promotion enabled. {% endstep %} {% endstepper %} 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) My GWP ‘works’ in the app but I don’t see a discount at checkout+ That can be expected. For a GWP, the success signal is the **gift product line item** being **added to the cart**, not necessarily a price reduction. It works for some customers but not others+ This is almost always caused by **Customer Eligibility**. * If you used **Customers tagged with**, confirm the customer actually has the tag. * If you used **Customers in specific countries**, confirm the shipping address matches your allowed countries. * If you used **Members**, confirm the customer is in a selected tier under **Enter membership tiers…**. A loyalty or referral discount seems to change what happens+ That’s normal—codes and redemptions can change what applies at checkout. * **Loyalty discount coupons:** created via **Redeem points → Ways to redeem**. * **Referral discounts:** configured in the **Referral Program** when the reward type is **Discount**. To isolate your test, retry without entering codes and pause other active promotions in **Discounts / Gift with Purchase**. *** ### 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 Avoid duplicating promotions as a “quick fix.” Duplicate offers can overlap and make testing results unpredictable.\\ *** ### Related reading * Why are discounts not applying correctly?\ A deeper checklist for status, schedule, eligibility, and stacking conflicts. * Why isn’t my GWP showing at checkout?\ Step-by-step troubleshooting for GWPs, including Free Gifts setup. * Combine GWPs with loyalty rewards or bundles\ Best practices for running multiple offers without overlap. --- # Agent Instructions This documentation is published with GitBook. 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