Going live

Use this checklist before switching an offer from test traffic to live traffic.

Pre-launch checklist

1. Connect a live payment integration

   Confirm Stripe or PayPal is active for the organization and that the offer is not pinned to a test-only integration.

2. Publish the offer

   Review products, prices, taxes, discounts, order bumps, upsells, and confirmation behavior. After a live invoice has been settled, treat price and accounting changes carefully.

3. Remove test mode

   Strip ?mode=test from hosted checkout links and remove { mode: "test" } or data-plandalf-mode="test" from production embeds.

4. Test the customer path

   Start from the public page, complete the checkout, confirm the invoice, and verify any fulfillment or automation notifications.

5. Check redirect and return behavior

   Confirm redirectUrl or hosted return pages land customers in the right place after payment and after any required provider redirect.

Test mode versus live mode

The SDK option named mode selects the payment environment.

plandalf.present("pro-plan", { mode: "test" });
plandalf.present("pro-plan", { mode: "live" });

Do not confuse mode with frame modality. Use frame for how checkout appears.

plandalf.present("pro-plan", {
  frame: "slideout",
  mode: "live"
});

After launch

Watch the first few invoices in the Plandalf dashboard. The Invoices page should show payment status, customer details, totals, discounts, retries, and the context needed for follow-up.

If an automation should run after purchase, confirm it received the same customer, offer, invoice, product, price, coupon, and promo context you expect.

Related docs

• Configure SDK options
• Hosted checkout
• Stripe setup
• Webhooks