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How to test your onboarding process from a member's perspective
How to test your onboarding process from a member's perspective

How to create a test member account in order to test the Buzzbassador processes they'll go through

Shelby Baldwin avatar
Written by Shelby Baldwin
Updated over a week ago

Note: We use "Program" and "Member" as label-agnostic terms to refer to any marketing you are using Buzzbassador to facilitate, whether you refer to it as an affiliate program, influencer marketing, ambassador program, referral program, creator partnerships, brand reps, partner program, etc.

Now that you've gotten your entire onboarding process all set up in the previous steps in this checklist, you should test it from a member's perspective -- just to make sure everything is working correctly.

Test the member onboarding process

1. Navigate to your application form

Either get to your application form from your landing page or by sending yourself a copy of the "You're invited to apply" email.

Once you do that, open the application form in a PRIVATE (or incognito) browser window. This is important because if you are logged in to Buzzbassador already in the same window or browser that you use to open the application form link, you will get an error message (because a brand can't apply for its own program).

2. Fill out the application form

Once you have your application form open, you can fill it out.

Quick note -- when you get to the email address field, make sure that you use an email address that is different from the email you used to create your business's Buzzbassador account.

Once you enter all of the answers to your form, click โ€œSubmitโ€ at the bottom. You will then see the Thank You/Success page, which you can customize from your application form editor. This is the furthest a member can go without being approved. This message lets them know that they should be receiving an email about the status of their application. **If you have the "Your application was received" email turned on, you should receive it at this point.

3. Approve yourself as a member

Now that you have submitted your test member's application, youโ€™ll need to go back to the brand side of your account and approve yourself. If you have automatic member approval turned on, you will automatically be approved. If you don't, you will need to manually approve yourself. You can read this article for steps on how to do that.

4. Check your inbox for the "Your application was accepted" and "Set Your Password" emails

Now that your test member is approved, you will receive two emails to the email address you provided in your test application form.

The first email, with the subject "Set Your Password" you receive prompts the member to finalize their Buzzbassador account by setting a password. This email is not editable, which is why it doesn't appear in your email template editor.

Click the button in that email, and you'll be logged in to your test member's Buzzbassador account. Once logged in, you can then see that your members have their own dashboard where they can track their code usage and earned commissions, and they can also be reminded of their discount code, referral code and perks.

The second email you should receive is the "application accepted" email (as long as you have it turned on in your email settings). The button at the bottom of that email, if you used one of our pre-built templates, should link to Buzzbassador's member login portal. Make sure to test it and confirm that it's linked correctly!

So now, after testing that those two emails work correctly, you have your codes, you know your perks, and your account has been created -- you're all set! And so will your members be once they complete this same process ๐Ÿ˜‰

And there you go-- you're done with testing your onboarding process!

If you need any further help, please don't hesitate to send us a chat at the bottom right corner of your app screen, or email us at [email protected].

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