How to test your member experience and plans

Once you've added your products, created your plans, and added login and signup links to your website, it's generally a good idea to test your member experience to ensure a seamless flow.

Sign up for your plan

The simplest way to test that your plans and overall member experience are working properly is to go to your website and sign up as if you were a new member.

Below are 3 options from which you can choose.

Option 1 - Create a 100% off coupon

If the plan you want to test is NOT free, we recommend you first create a coupon discount for yourself so you aren't charged after signing up.

1. To do that, go to your MemberSpace account > click Pricing in the left navigation > click Manage Coupons > click Create Coupon > for the dropdown What type of plan is this coupon for, choose based on the type of plan you're testing > fill in the form and make sure you set the discount to Percentage Discount and enter "100" > click Create Coupon at the bottom.
2. Open a private window in your browser: click File in the top left of your screen > then select New Incognito Window or New Private Window depending on your browser.
3. Then in this new window > go to your website > click on the plan signup link you want to test.
4. Use the 100% off coupon you just created when entering your payment information for the paid plan.
5. After you're done testing, make sure you cancel yourself from the plan by going to your MemberSpace account > clicking Members in your left navigation > find your test member and click View member details > then click Cancel next to the plan you just joined.
6. If you prefer to sign up and actually pay (not recommended), you can refund yourself afterward (Stripe will charge you a refund fee).

Option 2 - Join a plan with a free trial period

If the plan you want to test has a trial, you can simply sign up for it, and you won't be charged since there is a trial period. After you're done testing, make sure you cancel the plan from your account so you don't get charged!

Option 3 - Set up a free test plan

If you prefer to create a free test plan instead, choose one of your existing plans you want to mirror for the test.

1. Go to your MemberSpace account > click Pricing in your left navigation > click Create Plan > select Free (no payment).
2. For the title of the plan, just call it something simple like "Test Plan" and make sure you set up the same product and Content Link access (if applicable) as the plan you're mirroring.
   Also, make sure the After Log In and After Signup fields are the same as the plan you're mirroring.
   At the bottom, make sure you toggle off Make Plan Public > then click Create this plan. 

3. Next, click Signup link next to the free plan you just created. Then click the Copy button:

   
   

   

4. Open a private window in your browser: click File in the top left of your screen > then select New Incognito Window or New Private Window depending on your browser.
5. Then in this new window > go to your website > paste in the signup link you just copied and sign up as a new member.

Popular MemberSpace customizations

Check out our list of the most popular MemberSpace customizations people usually make to improve their member experience. 👍