Testing Your Exhibitor Signup Flow

SOP: Test Exhibitor and Sponsorship Signup Flow Before Launch

Objective

Verify that the exhibitor and sponsorship signup flow works correctly from the end-user perspective before launch. This SOP ensures registration fields, packages, floor plan rules, add-ons, discount codes, checkout settings, and payment processing are all configured and functioning as intended.

Key Steps

1. Test the signup flow in preview and incognito mode 0:02

• Open the exhibitor/sponsorship signup flow in Preview first.

• Copy the live signup link and open it in an incognito/private browser window.

• Confirm you are not logged in as an admin so you can test the experience exactly as an end user would.

2. Review the registration form fields 0:32

• Check that all intended fields appear on the registration form.

• Confirm each field is set to required or optional correctly.

• Verify the field order matches the desired user experience.

• Make sure the form content is complete and accurate before moving on.

3. Validate sponsorship packages and booth-only options 0:55

• Confirm that all sponsorship packages have been created.

• Check whether you have options for: 

  • Booth/exhibitor only

  • Sponsorship only

  • Combined packages

• Review each package for: 

  • Correct pricing

  • Accurate descriptions

  • Purchase limits or quantity restrictions

• Ensure no package is missing from the signup flow.

4. Test floor plan booth availability and pricing rules 2:07

• Open the floor plan and verify booths are actually for sale.

• Click individual booths and confirm they show a price instead of only appearing as an unpurchasable object.

• Check booth descriptions and pricing accuracy.

• Test booth access rules tied to sponsorship levels: 

  • Add the correct package to the cart.

  • Remove conflicting items if needed.

  • Confirm eligible sponsors can select the correct booths.

  • Confirm ineligible sponsors cannot select restricted booths.

• Test every booth-selection scenario you expect exhibitors to encounter.

5. Confirm booth quantity limits and complimentary booth logic 3:10

• Verify the maximum number of booths an exhibitor can select.

• Test the limit based on your configuration: 

  • One booth only

  • Two booths

  • Unlimited booths

• Add booths up to the allowed limit and confirm the system blocks additional selections when appropriate.

• Test complimentary booth rules: 

  • Add the qualifying sponsorship package to the cart.

  • Navigate to the complimentary booth type.

  • Confirm the booth is not charged separately when it should be included in the package.

6. Review add-ons for completeness and accuracy 3:55

• Confirm all add-ons appear in the flow.

• Check each add-on for: 

  • Correct image

  • Proper stock/availability

  • Accurate pricing

  • Clear description

• Verify add-ons display and behave as expected before checkout.

7. Test the review cart and discount code functionality 4:11

• Review the cart page to confirm discount code behavior.

• Determine whether discount codes should be: 

  • Enabled, or

  • Disabled in advanced settings

• If discount codes are enabled, apply a test code and confirm the discount is calculated correctly.

• Verify the cart total updates properly after the code is applied.

8. Verify checkout fields and payment settings 4:36

• Review the checkout page and confirm all required billing fields are present.

• Check that each billing field is correctly marked as required or optional.

• Validate payment configuration, including: 

  • Pay later options

  • Credit card only requirements

  • Partial payment settings

• Ensure the checkout flow matches your intended payment policy.

9. Run a live payment test 5:13

• Create a small test purchase, such as a $1 package.

• Add it to the cart and complete checkout using a real credit card.

• Confirm the payment processes successfully.

• Check your account or reporting area to verify the payment appears in the correct place.

• Document any issues found and correct them before launch.

Cautionary Notes

• Always test in an incognito/private window to avoid admin-session bias.

• Do not assume package, booth, or add-on rules are working until they are tested end-to-end.

• Be careful when testing live payments; use a small-dollar test item to minimize risk.

• If discount codes are not intended, ensure they are disabled in advanced settings.

• Re-test after any configuration change to confirm the flow still works correctly.

Tips for Efficiency

• Use a checklist for each scenario so you can quickly confirm what has been tested.

• Test the most complex rules first, such as booth eligibility and complimentary booth logic.

• Keep a few predefined test packages and discount codes ready for validation.

• Use a small test product for payment verification instead of a full-priced item.

• Record any failures immediately so fixes can be made before the final launch review.

Link to Loom

https://loom.com/share/6e6d5cfb74dd408984cf8c18a50847c8