How To Use PayPal's Test Mode
[Note: This feature is available on the Standard (plus the Page Importer) / Pro / Agency / Scale and Maximize Plans. If you need this feature and you would like to upgrade to a different plan please contact us at support@convertri.com]
Video Tutorial:
Article:
PayPal is a service that allows your customers to make payments through your Convertri page. To start, you’ll need to set up your own account at PayPal.com. Then you will need to integrate this with Convertri. Click here for details on how to do this and set up your Paypal Sandbox account for testing.
Tip: It’s a good idea to head to the Properties panel in your thank you / download page and toggle both No-Index and No-Follow to ON: this prevents search engines from indexing the page. (You do this by heading to your page, clicking on the Page icon, then Meta Info)
Time to test it out!
1. Open the page editor within Convertri and add a Submit button with the Mode set to Open Checkout.
2. Then, click Products in the top toolbar.
3. The Checkout Config dialogue will appear. You should have your product, payment details and redirect URL all set up before you proceed. In the Product tab, toggle to Test Mode.
4. Next, publish this page and open it up. Click on the Checkout button and after filling in the required information click on the PayPal payment button.
5. A box will open which asks for your payment information.
6. To get test account details to enter into this box, go to https://developer.paypal.com in a separate tab and select Sandbox Accounts from the left-hand menu.
7. Click the blue-button labelled ‘Create Account’.
8. Choose the icon which says ‘Personal Account’, pick your region and click Create.
9. This account will now appear on a list under ‘Account Name’. Select the three-dot option for the account you have just made and select ‘View/Edit Account’.
10. You will see an Email ID and System Generated Password which you can use for the log-in credentials for the box which popped up from Convertri.
11. Copy and paste these across and complete the payment.
12. You will be treated as if you had made a real successful purchase!
Once you’ve made a successful test purchase, you need to head back to the Checkout dialogue and toggle the product to Live Mode, and then save and publish your page again. This will ensure all purchases go through successfully.
That’s it, you have a fully working sales machine, woohoo!