Quick test flow, no fluff. Create a draft order, open the order status page, try a few edits, and use Pay now, Refund, or Confirm to apply them.
Test Revize on your live store with Test mode
Test mode lets you try Revize on your real store without customers seeing it. While it is on, only customers with your test tags can edit their orders. Everyone else gets your store as usual.
Turn on Test mode
1
Open Test mode
In the Revize app, click Test mode in the top bar. It shows whether Test mode is On or Off.
2
Switch it on and choose your tags
Turn on Test mode. In Test customer tags, keep
staff or add your own tags, then click Save. You need at least one tag.3
Tag your test customer in Shopify
In Shopify admin, open Customers, pick the customer you test with, and add one of your test tags. Any one tag is enough.
4
Place a test order as that customer
Place an order with that customer, then open its order status page. You’ll see Revize exactly as your customers will. See How to test for a quick test flow.
Test mode doesn’t switch Revize on. If the app is off, turn it on in Settings as well.
What changes while Test mode is on
Good to know
- Tags are customer tags, not order tags. Matching ignores upper and lower case, but the whole tag must match.
- Tag the customer before you order. Revize decides whether to hold an order when it’s placed.
- Guest checkouts never match, because there’s no customer to tag. Sign in or pick a saved customer when you test.
- Changes are real. Edits you make during testing are saved to the order, so use test products or cancel the order afterwards.
- Give it a moment. After you save, reload the order status page if the change doesn’t show straight away.
1. Create a draft order
1
Go to Orders → Drafts → Create draft order
In Shopify admin, open Orders, click Drafts, then Create draft order.
2
Select or create a test customer
In the Customer box, click Browse. If you already have a test customer, select it.
If not, click Add customer, enter your own email address, and Save.
Using your email is important, you will receive the order status link for testing.
If not, click Add customer, enter your own email address, and Save.
Using your email is important, you will receive the order status link for testing.
3
Add items and a shipping rate
Click Browse products to add at least one product and variant. Enter a shipping address, then choose a rate in Shipping.
4
Convert the draft to an order
Click Collect payment → Mark as paid. This confirms the order.
5
Open the order status page
In the order view, click More actions → View order status page. You should see the Revize Customer Portal on the page.
2. Make edits on the order status page
1
Add a product
Add an item from the Revize Customer Portal. You will see a Pay now card with the extra amount and an updated order summary. Click Pay now to charge and apply the change.
2
Remove value or downgrade
Remove an item, lower quantity, or switch to a cheaper variant. Revize shows a Refund button with the amount and an updated summary. Click Refund to apply it.
3
Make a change with no price difference
Swap a variant that costs the same, or edit details that do not change the total. Revize shows a Confirm button. Click Confirm to apply the edit.
4
Use Undo if needed
While a change is waiting for Pay now, Refund, or Confirm, the card also shows an Undo button that discards it. If Undo is enabled for your store, a Changes saved card with Undo also appears after a change is applied. That card is hidden by default on new installs, and only Revize staff can turn it on.
After you click Pay now, Refund, or Confirm, Revize updates the Shopify order immediately. The products, totals, and shipping method reflect the change right away.
3. Scenarios to try
- Update the shipping address. Change the address and save. The order summary refreshes in the portal.
- Swap a variant (same price). Change size or color. You will see Confirm and Undo. Click Confirm to apply.
- Add a product. The portal shows a Pay now card with the additional amount and an updated summary. Click Pay now to charge and apply.
- Upgrade the shipping method. Pick a faster option. If it costs more, you will see Pay now with the difference.
- Cancel the order. Choose Cancel order. Revize follows your refund setting, either original payment or store credit, and shows the amount before you confirm.
- Generate a tax invoice. Open Download tax invoice, add or update billing details or a tax ID, then download the updated invoice.
- Contact support. Use Contact customer support in the portal to send a request. This is useful when an edit needs human help.
Done. If you don’t see the Revize Customer Portal and Notifications on the order status page, make sure you added the Revize blocks in the Shopify checkout editor, then test again.