Mark purchases as "Test" to maintain clean reporting

Samantha Brown Updated by Samantha Brown

Mark a purchase as a "test" for a Referral or Loyalty campaign. The ability to mark test purchases is particularly useful during testing phases prior to going live or when implementing significant changes to your campaign.

When a purchase is marked as a "test," our platform's reporting and analytics will exclude it from calculations and analysis.

Getting Started

You'll need to have recorded purchases available in the platform's purchases report

There are two methods for marking purchases as "test"

Method 1: Purchases Report

  1. In your Friendbuy account, navigate to Analytics > Reports > Purchases.

  1. Select the purchase(s) you want to mark as "test" by clicking on the checkboxes in the leftmost column. To select multiple purchases at once, click the checkbox in the header row to select all visible rows on the current page.
  1. Click the button Mark Purchases as Test (#) and confirm. The displayed value indicates the number of records that will become test data.
  1. Confirm the action to proceed.

Method 2: add fbtestemail to the email addresses you want to test with

This method is most helpful for testing in bulk or bypassing Method #1 of manually marking test purchases in the Purchase Report

When making a test purchase, if your email address contains the term fbtestemail, it will automatically be labeled as a "test" in Friendbuy's platform.

Example: a purchase made from customer_fbtestemail@merchant.com, customer+fbtestemail@merchant.com, fbtestemail@merchant.com or Customer+fbtestemail06052023@merchant.com will have the "test" tag in the Purchase Report and will not be included in the analytics.

FAQ

  1. Is it possible to unmark a test purchase? 

Yes!

  1. Navigate to Analytics > Reports > Purchases

  1. Adjust the filter view to Test Purchases. This will display only the test purchases, filtering out other types of purchases.

  1. Select the test purchase(s) by clicking on the checkboxes in the leftmost column.
    1. To select multiple purchases at once, click the checkbox in the header row to select all visible rows on the current page.

  1. Click Unmark Purchase as Test (#) and confirm your action. The value shown represents the number of records that will be converted into real data and included in analytics and reporting.
  1. Confirm the action to proceed.

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