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How to Test Transactions in a Sandbox: https://help.pm.leapevent.tech/a/1088134
When you build a new automation or install an app in a Sandbox, it's always good practice to test all the ways you transact in PatronManager. This ensures the shiny new feature you'd like to implement in your production account won't interfere with PatronManager's business-critical functions.
In this article, you'll learn how to test credit card, cash and check transactions in a Sandbox. We'll test:
-
Ticketing transactions
- PatronManager Box Office
- Public Ticketing Site
-
Development transactions
- PatronManager Donations
- Online Donation Form
Testing should take about an hour. Let's dive in!
If you don't have a Sandbox yet, create one.
1. Log in to your Sandbox
Here's a refresher if you need one.
2. In your Sandbox, create a Ticketable Event
You'll need at least one Ticketable Event (complete with Event Instance, Allocation, and Price Level) to perform test transactions in your Sandbox.
If you need some guidance, we've got an article that'll walk you through how to create an event.
All set? Great - now we're ready to test this Sandbox.
3. Test ticketing transactions
Let's create a test credit card, cash, and check transaction on each ticket purchasing method to ensure everything works properly. Specifically, we'll test:
- PatronManager Box Office
- Public Ticketing Site
Test a credit card transaction
1. Create a Ticket Order as you normally would in PMBO
Set up a ticket order in PMBO as normal until you arrive at the Payment screen.
2. When you get to the Payment screen, click the "Process Card" button
3. Enter the fake card information the fields
The card information to enter is:
- Card number: 4111111111111111
- MM/YY: Any date in the future
- CVC: Any 3-digit number
- Confirm
Are you being asked to swipe a card with your terminal? Make sure to select "Keyed Entry" instead of selecting a terminal!
4. Success!
If you don't get an error, then Credit Card transactions in PMBO work!
If your transaction generated an error, take a look at it - it might have to do with what you've built in the Sandbox.
Test cash and check transactions
1. Create a Ticket Order with a Payment Method of Cash as you normally would in PMBO
Set up a ticket order in PMBO as normal until you arrive at the Buyer screen. Make sure to
2. When you get the the Buyer screen, type SUCCESS in the Street Address field and click "Next"
3. Click "Submit Order"
4. The card info field will say "SUCCESS"; click "Submit Order"
5. Success!
If you don't get an error, then cash transactions in PMBO work!
If your transaction generated an error, take a look at it - it might have to do with what you've built in the Sandbox.
6. Repeat steps 1-5 to test a Check transaction
We'll only test credit card transactions on the Public Ticketing Site.
1. In your sandbox, head to the PatronTicket Hub to find the link to your sandbox's public ticketing site
2. Go through the ticket purchasing path as a patron normally would
The PTS will certainly look stripped down compared to your own Public Ticketing Site - that's okay! This is a sandbox and we just want to make sure transactions work.
3. When you get to the Checkout page, fill in the required fields
4. Fill in the credit card information and click "Submit"
You'll need to use a fake credit card for this step - here you go:
- Card Number: 4111111111111111 (that's a four followed by 15 ones)
- Expiration: sometime in the future
- CVV: 888
5. Looks like it went through
If you don't get an error, then credit card transactions on the Public Ticketing Site work!
If your transaction generated an error, take a look at it - it might have to do with what you've built in the Sandbox.
4. Test donation transactions
In addition to testing Ticketing transactions, you should also test Donation transactions. You only need to test credit card transactions in this part. In this step, we'll test:
- Internal donation entry
- Online donation form
1. Start a credit card donation within PatronManager as you normally would
Check out this article to start your donation.
2. When you're ready to process the test donation, click the "Process Card" button
3. Enter the fake card information
The card information to enter is:
- Card number: 4111111111111111
- MM/YY: Any date in the future
- CVC: Any 3-digit number
- Confirm
Are you being asked to swipe a card with your terminal? Make sure to select "Keyed Entry" instead of selecting a terminal!
4. Another successful transaction!
If you don't get an error, then credit card transactions on internal donations work!
If your transaction generated an error, take a look at it - it might have to do with what you've built in the Sandbox.
1. First things first, create a new donation form if you haven't already
Follow these steps to create a donation form if you need a hand.
2. When your donation form is complete, click on the Public URL link to access the form
If you got an "under construction" message - open your Sandbox in another tab
We can totally fix this.
1. Go to Setup
2. Search for and click on "Sites"
3. Copy this text string - you'll need it in just a second
4. Now, go back to the Donation form tab and highlight everything right after the "https://" through the ".com"
In this example, we're replacing:
patrontest-1683ed4701d.secure.force.comYou'll replace something a little different, and that's ok!
5. Replace it with the text you copied from the Sites page; hit enter and voila!
There's our donation form!
3. Fill in the donation form as per usual
- Amount to Donate: Choose any amount
- Address: Type SUCCESS
- Other required fields: Fill those in as usual
-
Payment Info: Use a fake credit card number for this
- Card Number: 4111111111111111
- Expiration: Sometime in the future
- Card Security Code: 888
- Submit
4. Great job!
If you don't get an error, then credit card transactions on the online donation form work!
If your transaction generated an error, take a look at it - it might have to do with what you've built in the Sandbox.