The accounts you need
| Account | State | What it checks |
|---|---|---|
| Free | Signed up, no plan | Free content, and paywalls that explain what’s behind them |
| Trial | Trial started today | Trial access, the welcome email and the trial-ending reminder |
| Paid | Monthly or annual plan | Full access for the tier, and the right price on receipts |
| Top tier | Highest plan, or members such as season ticket holders | Extras only that tier gets: early access, priority and discounts |
| Payment failed | A test card that fails on renewal | The payment-failed email, retries and any grace period |
| Cancelled | Cancelled, still inside the paid period | Access until the period ends, then a clean downgrade |
| Lapsed | Plan ended | Paywalls come back, and win-back emails go out if you send them |
Set them up
- Create the set in one go: choose Add account, set How many, label the batch “Tiers” and tick Generate persona.
- Sign up as each one and take it to its state with your payment provider’s test mode, or your staging admin for members set up by hand.
- Tag each address with its tier, such as
free,trial,premiumorlapsed, and write in its notes the plan, the test card and the date it started. - Save each password on its address, so the “lapsed member” is still there to sign in as next sprint.
What to check
- Paywalls: every gated page, video and download is refused to tiers that shouldn’t have it. Try opening a paid page directly by its link while signed in as the free account.
- Changes of plan: upgrades unlock straight away; downgrades and cancellations take effect when they should.
- Money: the price, tax and renewal date in the receipt email match the plan.
- Rejoining: a lapsed member can come back, and doesn’t get a second free trial if they shouldn’t.
- Member benefits: discounts and priority windows apply to the right tier only.
The emails to check
Welcome, receipt, trial ending, renewal reminder, payment failed, card updated, cancellation and win-back. Each account’s row shows its newest email, and its inbox has every one in order, which makes it quick to check that a cancelled member got exactly one cancellation email and nothing after it.
Use these accounts only on apps you build or are allowed to test, in development, staging or QA.