It is expected that you have setup the Test Environment before proceeding to this step, and have taken into account all the recommendations cited in the documentation for test environment setup.
For the sake of clarity & context, below call-out is being repeated.
Referrer & Friend Devices
Here on, for the sake of better comprehension, let us treat/call the devices as:
device A = Referrer
device B = Friend
Let us now run a cycle to emulate the Referral Workflow for your ideal user.
Share the App from Referrer’s device
- In Device A, i.e. Referrer’s device, open the App
- Ensure you’ve logged in with a valid email ID (or whichever login credential prompted by the app).
Remember that this Login ID is the primary index for all your user relevant searches on the Influencers tab under Analytics section.
- Navigate to the Referral Screen, and share the app through any of the listed social channels (email, text, whatsapp, messenger, etc.) to Device B i.e. Friend’s device
Click on the Invitation Link
On Device B, click or act upon the Invitation Link sent from Device A.
This action should redirect you ultimately to the Play or App Store, prompting you to download the app.
Once you reach the app installation activity at the Store, please avoid installing/downloading the app from that page
Install Test App; Expect Welcome Screen
Now install the Test App on the Device B.
Ideally, if you had configured the Welcome Screen – it should appear right here.
It is a good way to prod the user towards making the signing up activity.
This would look something like as shown in the image here.
If you have setup a referral campaign to be driven via a Referral Code, you would need to add the referrer’s Referral Code i.e. Device A‘s referral code right here.
The most common implementation process ensures that the Welcome Screen Call to Action initiates the Sign-up of the user. Nevertheless, since it is the very next in order & importance – Sign-up event verification is important now.
It is expected that you have setup the callbacks for the Sign-Up activity while integrating the app.
To avoid being repetitive, there is no separate section for verifying Transaction event. It is best advised that all the steps undertaken in
Run a Transaction in the app, and check for all the same fields as done in , while only changing the context from Sign-up to Transaction
Uninstall, Reset & Rerun
Now, moving forward would imply running the same scenario against a wide range of variants, which implies the above referral flow must be validated across multiple devices – changing the stakeholders every time.
You should ideally come up with as many test runs as possible. Before you run the new cycle, here is what you must do:
- Uninstall the app from the Friend device i.e. Device B, if you want to run the same device as Friend again.
- Reset the device, as was shown earlier while setting up Test environment
(navigate to Testing from Dashboard, Click on Reset against the Device you want)
- Rerun the entire cycle for Referral Activity, beginning from above
This completes one whole cycle of a Referral Activity
Now you may come up with multiple queries, doubts & questions – while doing the above activity…
Go ahead & check out the Basic Troubleshooting Guidelines (or Testing FAQs, as we term it)