Skip to main content

Set up Test Users

Create test users in Keap to verify your membership levels are working correctly. Each membership level should have at least one test user.

Create a Test User​

  1. Log into your Keap application
  2. Go to CRM > Contacts
  3. Click Add a Contact
  4. Enter first name, last name, and email address
  5. Click Save
  6. Click the Additional Info tab
  7. Enter a password for the test user
  8. Click Save

Repeat for each membership level you want to test.

Add Membership Tags​

After creating a test user, assign the appropriate membership tag:

  1. Open the contact record
  2. Click the Tags tab
  3. Search for and select the membership tag (e.g., "Gold")
  4. Click Apply this Tag
  5. Click Save

Example assignments:

  • Free test user → "Free" tag
  • Silver test user → "Silver" tag
  • Gold test user → "Gold" tag
  • Platinum test user → "Platinum" tag
tip

For testing paid memberships, also create users with the PAYF tags (e.g., "GoldPAYF") to test payment-required access.