Use Draft mode to test the complete journey with a staff email address. A good test proves more than whether a block appears: it confirms the customer action, Shopify order, payment, and fulfilment result all agree.
Install the main Order Editing block on the Shopify Thank You Page and Order Status Page you will use.
Configure the customer actions under App Settings > Editing blocks.
Open App Settings > Global settings > Editing Time and set the intended editing window.
Confirm how payments, order holds, and fulfilment release should work.
Connect and configure any 3PL, WMS, ERP, or shipping integration that depends on the final order.
On Home, Analytics, or Upsell Strategies, select the current app-status chip.
Choose Draft.
Add at least one Staff email domain.
Confirm the change.
You can manage the same status and staff domains under App Settings > Global settings > Organization.
Only customers using an email address from an approved staff domain should see the customer-facing app while it is in Draft.
Start with the preview that proves the setup without creating an order:
Open Shopify's checkout editor for the checkout profile you will use.
Preview the Thank You Page and confirm the installed Order Editing blocks appear.
Preview the Order Status Page and confirm its installed blocks appear.
For checkout placements, add a product to your cart and continue to checkout. Confirm the block appears and behaves as expected; do not complete checkout.
For a One-Click upsell, use the strategy preview in Order Editing before running an optional live checkout.
These checks prove installation, layout, and configured content. They do not prove that a real order is eligible or that an order edit, payment, refund, hold, or fulfilment update succeeds.
Editing features need a real Shopify order. Reuse an existing eligible controlled order associated with an approved staff email whenever possible.
If you do not have one, create one low-value order with products, a market, shipping details, and a payment method that represent the main customer journey. Create it once, then reuse it for the editing, payment, hold, and fulfilment checks that its state supports.
Shopify test or bogus gateways can behave differently from a live authorisation and capture. Use the test method recommended for your actual payment setup when a payment result is part of the launch decision.
Complete every editing block you plan to enable. Check the customer screen first, then open the same order in Shopify admin and confirm the result.
Customer action | Confirm in Shopify |
|---|---|
Change an address | The new address saved and any configured validation ran |
Change a product or quantity | The correct line item, quantity, and total were applied |
Add a product | The intended variant was added to the existing order |
Change shipping | The selected method, rate, and delivery date are correct |
Cancel an order | The order and configured refund or store-credit outcome are correct |
Apply a discount | The code is eligible and the new total is correct |
Submit a support form | The message, custom fields, and attachment are available to the team |
Also test invoices, gift notes, contact information, custom fields, payment switching, or Product Carousel if you will make them available.
Use existing controlled orders to prove the experience is hidden or safely blocked when it should be.
While the app is Draft, open an order associated with an email outside your staff domains. Confirm the customer-facing app is hidden.
Open an order that does not match an important editing rule. Confirm the rule-controlled action is absent.
Let the reusable editing order pass its editing window, or use an already-expired order. Confirm editing becomes unavailable.
Use the product selector to check an unavailable or restricted product. Confirm it is not offered or added.
Open a fulfilled, cancelled, or otherwise ineligible order. Confirm the customer cannot commit another edit.
For an upsell strategy, use the Order Editing strategy preview first. For Thank You and Order Status placements, also use Shopify's checkout editor. For checkout placements, use a cart and checkout without paying. Use a real order only when you need to prove live audience matching, an add-to-order action, payment, or the final Shopify update.
Open the reusable controlled order in Shopify admin.
Confirm its payment and hold state match your configuration.
Wait for the editing window to close or trigger the configured release condition.
Confirm the payment capture or hold release happens when expected.
Confirm your fulfilment system receives the final edited order rather than the earlier version.
Do not go live if the Shopify order looks correct but the downstream system has already imported an older version. Align the editing window, holds, and integration timing, then repeat the test.
After every required test passes:
Select the Draft app-status chip on Home, Analytics, or Upsell Strategies.
Choose Live.
Confirm the change.
This makes eligible customer-facing Order Editing features available beyond your staff domains. Upsell strategies keep their own Draft or Active status, so review those separately.
Open the first suitable live order associated with an email outside your staff domains, or create one low-risk controlled order if no suitable order exists.
Confirm the intended Order Editing experience appears.
Complete one representative edit only if the order is controlled and safe to change.
Confirm the Shopify order, payment, hold, and fulfilment result.
Monitor the first live orders in Shopify and Analytics.
The Live check is the only point where a new non-staff order may be needed to prove visibility beyond Draft-mode staff access. Do not create a new order when an existing suitable live order can prove the same result safely.
Select the Live app-status chip.
Change the app back to Draft.
Confirm a non-staff test customer no longer sees the experience.
Pause an affected upsell strategy separately if needed.
Review the orders created or edited during the launch period.
Correct the setup and repeat the Draft-mode test.
Draft mode hides customer-facing Order Editing features; it does not undo changes already applied to Shopify or reverse activity already sent to a fulfilment system.
