Testing Exhibitor Sign Up Flow End to End

SOP: Test the Exhibitor Sign-Up Flow Before Going Live

Objective

This SOP explains how to validate an exhibitor sign-up flow using both preview mode and the live end-user link. The goal is to confirm the registration form, package settings, pricing rules, and payment processing behave correctly before launch.

Key Steps

1. Review the sign-up flow in preview mode 0:01

• Open the exhibitor sign-up flow using the Preview and Preview Sign-Up Flow options.

• Use preview mode to quickly review: 

  • Overall flow and page sequence

  • Registration form layout

  • Field order and required fields

  • Package display and selection

  • Booth pricing rules

• Move through each step as if you were an exhibitor to confirm the experience is logically structured.

2. Validate form fields, packages, and pricing rules 0:29

• Check that all required registration fields appear correctly.

• Confirm the fields are in the intended order.

• Test required-field behavior to ensure validation messages appear when expected.

• If packages are offered, verify: 

  • Package options display correctly

  • Quantity limits are enforced

  • Package availability matches your settings

• If booth pricing rules are configured, confirm the correct pricing is applied during the flow.

3. Test payment processing with a real transaction 1:06

• If credit card payment is enabled, create a low-cost test item such as a $1 add-on or $1 package.

• Add the test item to the cart.

• Proceed to checkout and enter a real credit card.

• Complete the payment and verify: 

  • The transaction succeeds

  • The payment posts to the correct account

  • The amount charged matches the test amount

• Use this step before launch to confirm payment handling works end to end.

4. Retrieve the live sign-up link from event setup 1:48

• When you are ready to test the real end-user experience, go to Event Setup.

• Locate the actual sign-up flow link at the top of the page.

• Click the copy button to copy the URL.

• Save the link for testing or send it to another tester if needed.

5. Test the live link as an end user 2:08

• Because you are logged in as an admin, test the live link in a way that avoids admin session interference.

• Use one of these methods: 

  • Log out of the admin account, or

  • Open an incognito/private browser window

• Paste the copied URL into the new session.

• Confirm the live flow loads correctly and matches what end users will see.

6. Compare live behavior against preview mode 2:35

• Review the live flow carefully and compare it to preview mode.

• Confirm the live experience behaves as expected for an actual exhibitor.

• Verify that the pages, form behavior, and checkout process function correctly outside of preview mode.

• Use this final check to ensure the sign-up flow is ready for launch.

Cautionary Notes

• Preview mode is not fully identical to the live user experience. Some features may not behave exactly as they will for end users.

• Do not rely on preview mode alone if you need to validate checkout or final user behavior.

• Use a real card only when necessary and only with a low-value test amount such as $1.

• Confirm the payment posts to the correct account before going live.

• Avoid testing the live link while still logged in as an admin, since that can affect what you see.

Tips for Efficiency

• Use preview mode during setup to quickly catch form, package, and pricing issues early.

• Create a reusable $1 test item for fast payment verification.

• Use an incognito window for live testing to avoid logging out and back in repeatedly.

• Keep a checklist of required fields, package limits, pricing rules, and payment confirmation so each test is consistent.

• Test the flow after every major configuration change to catch issues sooner.

Link to Loom

https://loom.com/share/c0b06c333a5340fe9cb62943b8e5675e