Preparing to Go Live Guide

This checklist offers guidance and resources for important milestones and testing scenarios when launching on Vrio. Each topic includes additional context and resource links.

You might find it helpful to print this checklist or to download it as a PDF so that you can refer to it throughout the setup process.

Order Flow Testing

It is critical to test all sales funnels and flows to ensure the customer experience and expectations are setup properly. Find details on how to place a test order and test cards.

Recommended place order test scenarios:

• Successful Transaction
• Declined Transaction
• Partial Sale
• Test different payment methods, digital wallets, if applicable
• Verify Shipping Costs are calculating as expected
• Place test on multiple devices
• Ensure to test all billing schedules, or Offers, that are available

Post Order Creation Validation Recommendations

• Communication was properly sent, content is accurate, and From are as expected
• Charge went to the Gateway as expected *this includes declines, and any refund/void/dispute
• Confirm Shipment successfully posted to Fulfillment
• Add Tracking Number at Warehouse, if applicable, confirm status gets updated back to Vrio

For Subscriptions:

• Confirm next scheduled charge date and amount is accurate
• Confirm shipment is scheduled, date and item are accurate
• Confirm next renewal is scheduled with the correct payment method

Order Modifications

Within Vrio there are many modifications that can be done to an order and its shipments. We encourage any options that will be available to your customers and customer support, to be tested through. Those examples can include:

• Cancel a Subscription
• Refund a transaction
• Adjust the next scheduled date
• Change quantity, confirm the price updates as expected
• Apply an Order Discount

See all Customer and Order Modification options and steps here.

Connections Testing

When using any Third-Party connection, it is vital to test through that connection to ensure there are no surprises after launch.

The exact details of what you need to test in this phase depend on what systems you have connected to Vrio.

• Test through all Third-Party Connections, including:
• Pixels, Postbacks and Webhook events

Analytics Check

Any tracking data that you need should be setup.

• Add GTM ID, confirm it is setup properly
• Confirm any Custom Tracking Variable is posting back as expected

Analytics Tip!

No test orders go into the Analytics reports within Vrio. Do not be alarmed if you check the Reports and see no data when all orders are Test.

Any order that is not flagged as Test will appear within reporting.