It is crucial that you test out every part of your Trip before sharing it publicly or via Magic Link (if it's private). It's important to ensure that every aspect is working the way you intended.
Familiarize yourself with this button | Preview As: Registered view
CAUTION: This view does not allow you to test PAYMENTS or TASKS. You are able to see what it looks like, but you cannot fully test it.
- This is a shortcut to view your TRIP PAGE as a registered Traveler & it is an easy way for you to easily see what your Traveler sees, but it isn't always the best way to view through a Traveler's eyes.
- Testing can be done by adding a test Traveler and then viewing the TRIP PAGE as that test Traveler - see below for details on this
- Look for this button at the top of your TRIP PAGE & click it, to view it as a registered Traveler
Create a test Traveler
In order to complete tasks and make test payments, we recommend that you create a test Traveler and view as them.
- Go to the MANAGE PEOPLE & REPORTS tab & click ADD PERSON
- Enter any details you want for the test Traveler.
Try adding details like:
- a PERSONALIZED PRICE
- a PERSONALIZED ARRIVAL DATE
- putting them on a specific PACKAGE
NOTE: If you want to test emails, be sure to add an email where you can view the emails that will be sent to your test Traveler
How-to: Test your Payment process
- After creating a test Traveler, you can view exactly as they do by going to MANAGE PEOPLE & REPORTS and clicking the eye under actions in their name.
2. Go to view their INVOICE. From there you can see what their experience looks like, by:
- Choosing a new PACKAGE
- Choosing an OPTIONAL ADD-ON to add to the INVOICE
- Viewing the INSTALLMENTS due
- Making a (fake) payment via bank transfer
- Making a manual payment on their behalf
How-to: Test Tasks
- Again, repeat the first step above, to view as your test Traveler
- From there, go and view your test Traveler's TASK tab & experience Task functionality through your Travelers' eyes, by testing out:
- Filling out a CUSTOM FORM (if you've built one)
- Completing TASKS with different types (i.e. yes/no, date picker, etc.)
- Completing a TASK which requires Planner review
How-to: Test Emails
- Send yourself a test of the EMAIL that will be triggered to a Traveler when they make a pending payment
2. You are only able to send a test EMAIL to Team Members. Send as many as you need, in order to perfect your messaging. Learn more.
How-to: Delete your test Traveler
If you're concerned about having your test Traveler on your trip, once you're ready for launch, you can always delete your test Traveler after you've finished testing your Trip.
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.