Testing and Go-live checklist
Before your event goes live it is imperative you thoroughly test all aspects or you event.
Please allow ample time for testing well in advance of your launch date to allow Evessio to support you with any changes that might need to be made.
In this article
Go Live Checklist
Using Test Mode to complete test transactions
When carrying out test transactions you should ensure that you are in Test Mode. Carrying out test transactions in Test Mode means they can be deleted and will be easily recognisable.
Be sure to use Test Mode when testing over the Preview option.
You also cannot complete web forms in Preview.
Note 🗒️
For more information on how to use test mode and how to delete test transactions, click here.
Publishing your site and archiving your old site
When you have completed your testing and reviewed the checklist, you can publish your site.
If you already have a published version of this event from the previous cycle, you may wish to archive the older site.
Note 🗒️
For more information on how to publish or archive your site, click here.
Checklist
Settings
| What to check | Where to check |
|---|---|
| Ensure the event short name is correct. | Event > Settings |
| Check all dates are correct. | Event > Settings |
| Check the event is in the correct country and time zone. | Revenue > Payment Settings |
| (Optionally) Add Google Analytics code. | Event > Settings |
| Ensure an event contact has been added. | Event > Settings |
| Ensure you have added a GDPR contact to your account- in the event of data breach this person will be contacted immediately. | Events HQ |
| Once you have submitted some test transactions, check the system reports to make sure the information you require is being captured. | Event > Data |
| Check all necessary exhibitors, sponsors, speakers and collaborators have been added/invited/accepted their role. |
Event > Collaborators Sponsors > Sponsors Exhibition > Exhibitors |
| Ensure you have configured your chosen domain | Event > Settings |
Website
| What to check | Where to check |
|---|---|
| Ensure your DNS records are set up correctly, pointed to Evessio. | Event > Settings |
| Ensure content has been added to the Privacy Policy and Terms and Conditions page. | Website > Pages > Privacy Policy / Terms and Conditions |
| Proof read ALL content on every page. |
Website > Pages Website > Templates |
| Check formatting of content on every page e.g. Spacing, colours. |
Website > Pages Website > Templates |
| Click all menu links to ensure they are linked to the correct pages. | Website > Menus |
| Click all link buttons to ensure they are linked to the correct page. |
Website > Pages Website > Templates |
| Click on any other links or linked areas to ensure they are linked to the correct content. |
Website > Pages Website > Templates |
| Check any collaborator/sponsor/exhibitor profiles to ensure the correct information is being displayed. |
Website > Pages Website > Templates |
| Check how your site appears on different sized screens e.g. phones or tablets. | View your website via test mode on different screen sizes |
| Fill in and submit any webforms e.g. contact us forms, newsletter signups. |
Website > Pages Website > Templates Review submissions in Website > Forms > Web |
Payment Settings
| What to check | Where to check |
|---|---|
| Ensure the correct payment options are enabled | Revenue > Payment Settings |
| Ensure the transaction prefix is correct. | Revenue > Payment Settings |
| Ensure the correct VAT settings have been selected. | Revenue > Payment Settings |
| Ensure the event is using the correct currency. | Revenue > Payment Settings |
Awards Categories
| What to check | Where to check |
|---|---|
| Submit a test entry for every category – Ensure that the correct fields have been added for each question e.g. is there a text box when there should be an upload field. |
Make a submission on your website in Test Mode. Note: Your nomination dates must be open to process a transaction, even in Test Mode. |
| Make sure any mandatory fields have been marked as mandatory. | Awards > Categories |
| Go through the checkout process and ensure all the required information is being collected at each stage. | Make a submission on your website in Test Mode. |
| Check the emails that you have received. |
Check received emails via your email inbox. Make edits to emails in Website > Email Templates > Emails |
| Check the email attachments you have received. |
Check received emails via your email inbox. Make edits to emails in Website > Email Templates > Attachments |
| Log in to make an amendment to your nomination. |
Log into your event site and go to Awards > Nominations. Make edits to this function in Revenue > Products |
Products
Testing Table Booking products, Event attendance products, Exhibition stands, Custom Products.
| What to check | Where to check |
|---|---|
| Submit test transactions for individual products and for a selection of products. | Make a purchase on your website in Test Mode. |
| Ensure the information that is being collected on the product form is correct and uses the appropriate form fields | Review submissions in Website > Forms > System |
| Make sure any mandatory fields have been marked as mandatory. |
|
| Check the emails you have received. |
Check received emails via your email inbox. Make edits to emails in Website > Email Templates > Emails |
| Check the email attachments you have received. |
Check received emails via your email inbox. Make edits to emails in Website > Email Templates > Attachments |
| Log in and make amendments/ updates to your bookings. | Log into your event site and go to the completed transaction. |
Transactions
| What to check | Where to check |
|---|---|
| If you have created volume discounts, test them. Carry out a transaction for various different numbers of products to ensure the rules you have created are appropriate and cover all scenarios. | Make a purchase on your website in Test Mode. Make edits to volume discounts in Revenue > Products, inside the product or via the pricing template. |
| Test any created vouchers in the Summary page of your checkout. | Make a purchase on your website in Test Mode. Make edits to volume discounts in Revenue > Products > Vouchers |
| Check any date based discounts are being applied. | Make a purchase on your website in Test Mode. Make edits to volume discounts in Revenue > Products > Date Based Discounts |