A program in test mode will clearly say that on the program install page as well as at the top of the rendered form, in a red banner.
We recommend you first publish the verification form on the offer landing page on your website, then test the end-to-end verification journey. When you're ready to fully launch your program, flip the program to live mode and make your offer landing page visible to your site visitors.
Customer Happy Path
- Navigate to the page where you are advertising your offer
- Open the verification form
- Enter any dummy data you want, for testing. Use a real email address though, to receive the email notifiers.
- SheerID will simulate an approval. If you’re using a single-use code reward strategy, you will be given one of the real codes.
- Check you can successfully apply the discount, to convert to your end goal.
See this article for an explanation of typical steps in the verification journey. Please note the exact steps vary program to program, based on the community being verified, the country the person is located in, and the fraud protections in place.
On the collect info step, type in REJECTED as the first name to simulate no instant match.
Some orgs and verification types support alternative methods of verification, such as SSO or email loop. If the program and org you entered into the form support one of these methods, you will be taken to that step in the process.
Otherwise, you will see the Doc Upload step and be asked to upload a file proving your eligibility for the offer.
In the Doc Upload step, you have 3 options. Upload the test documents listed below to simulate the different outcomes.
To simulate auto-approval, upload a file with the name
approve_sheerID_docReview_testMode.png. Within 20 seconds after submitting the document, you’ll be taken to the Approved step.
To simulate auto-rejection, upload a file with the name
reject_sheerID_docReview_testMode.png. Within 20 seconds after submitting the document, you’ll be taken back to the Doc Upload step and be given the chance to try again.
To simulate a doc review scenario (aka Pending), upload a file with the name
needs_review_sheerID_docReview_testMode.png. The verification will stay in doc review pending mode.
Looking Up Test Outcomes
To see information about test verifications, click on the Search tool in the left navigation found within MySheerID.
By default, the tool only searches live verifications; to find test mode verifications, add “testing:” as a prefix to the search term. Eg if you started a test verification with the email “firstname.lastname@example.org” then you would search “testing:email@example.com”