How do I test my offer as an investor? (Review Offer, Confirm Configuration, Investor View)

Once you have completed setting up your offer, you'll want to test it using an investor account before making it visible to real users. 

TABLE OF CONTENTS

• Updating Offer Access
• Registering as New Investor
• Inviting Your Test Investor
• Creating Test Investor Account as an Admin
• Using Allow Lists
• Logging in as an Investor

Updating Offer Access

You will want to update your offer access to only allow your test investors to see the offer.

1. Select Offers from the left menu
2. Click into the offer you would like to test
3. Choose Access on the left
4. Use the Offer Visibility drop-down menu to select Invite Only (Hidden)
   • This will prevent any real investors from viewing your offer before you have completed testing
     
     
     
5. Click your account name in the top right corner
6. Select Log Out
   • Before you are able to test your offer, you will need to be logged out of your admin account on all open windows/tabs
     
     
     

Registering as New Investor

Using an email address you have access to, use the option to Sign Up as a new account from your platform landing page

• This step is recommended, as it will demonstrate the entire investor journey

  NOTE: We do not recommend creating any test investor accounts with the email address that you are using in your admin account.  We always suggest using a personal email address to test.

  
  
  
  

Inviting Your Test Investor

Once your investor account is created, you will need to invite them to view the offer.

1. Select Accounts from the left menu
2. Use the checkbox to select your new investor account
3. Click Engage Selected
4. Choose Send Email or Invite
   • Be sure to select the offer you are testing as the link landing page
     
     
     
5. Send out your invite
   

Creating Test Investor Account as an Admin

If you would like to skip the sign up process, you can create a new test account as an admin:

NOTE: We do not recommend creating any test investor accounts with the email address that you are using in your admin account.  We always suggest using a personal email address to test.

1. Select Accounts from the left menu
2. Click Add Account
3. Choose the account type
4. Complete all required fields
5. Click Save Account

Using Allow Lists

If you would like to test updating Allow Lists instead of sending an invite to a specific user:

1. Select Accounts from the left menu
2. Find and select your test account
3. Click Save List
4. Click Save selected accounts as a new list
5. Enter a list name
6. Click Save List
7. Select Offers from the left menu
8. Click into the offer you are testing
9. Choose Access on the left
10. Use the Allow Lists drop-down menu to choose the new list
11. Click Save Changes

Logging in as an Investor

You can log in as an investor at any time by taking the following steps: 

1. Select Accounts from the left menu
2. Click into any of your investor accounts
3. Choose the Users tab
4. Click Create Invite
5. Copy the Secure Invite Link
6. Paste the link in a different browser

Related article: Investor Flow Walk-Through