Test your standard or custom self-hosted forms that accept EFT transactions to make sure they appear correctly on your website and enter data correctly in Bloomerang CRM.
The following steps test only EFT transactions. For information about how to test credit card transactions, read Test Forms with Credit Card Transactions.
Follow these steps:
Tip: Schedule testing for off-peak hours to prevent any confusion. Constituents will not be able to submit a donation on the form during testing.
Step 1: Place your Authorize.Net Processor in Test Mode
When a processor is in test mode, it does not actually process any real transactions, but still lets you check that your form is working correctly. This also allows you to create donations for a fake constituent, who can be filtered out of reports if necessary.
To test your Authorize.Net connection and credentials, set your account to test mode:
Go to the Transaction Processors page. You must use this direct link: https://crm.bloomerang.co/Settings/Transaction/CreditCardProcessor
Click Authorize.Net.
In the API Login ID and API Transaction Key boxes, type in your keys from Authorize.Net.
Select Test Mode.
Click Save.
Step 2: Connect your Test Processor to the Form
Make sure your form is using the test processor:
Click Communications.
Click Forms.
On the Online Giving tile, click Select.
Click the form to test.
From the Transaction Processor drop-down list, select the processor to test.
Click Save.
Step 3: Publish Your Form
Publish the form to the location on your website where it will be used.
Step 4: Make Donations Using the Form
Tip: Enter all test donations on the same constituent's account for easier clean-up.
Load your web page and visually check the form. Fields to type in credit card information should not appear.
Run test transactions using these numbers:
Routing: 021000021
Account number: 9876543210
Test these EFT transactions:
One-time donation.
Recurring donation.
Set the frequency and future start date of a recurring donation, if applicable.
Use different funds, if applicable.
Submit the form with custom fields, if applicable.
After each transaction, check the following:
The success page appears.
Account is created in Bloomerang CRM, if applicable.
Donation is added to constituent's timeline.
Funds and custom fields are recorded correctly.
Other unique functionality works as expected.
If you are self-hosting the form, check these additional items:
Test some scenarios that should not work, such as invalid bank account information, declined transactions, and so forth. Make sure the form fails correctly.
Make sure that the form correctly handles cases such as the user closing the form without entering bank account information, or the user double-clicking rather than single-clicking the Donate button.
Step 4: Clean Up
When you are done testing, tidy up the loose ends:
Refund the test donations in Bloomerang CRM. This prevents your organizationâs revenue from being incorrectly calculated in Bloomerang CRM.
Switch your processor back to live mode.
Run at least one transaction using the live Authorize.Net processor and a real bank card, just to make sure everything is set up correctly. Refund this transaction if it isn't a real donation.
If you are completely finished testing, email [email protected] to clean up the test transactions.