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Before you can jump into recording or scripting your transactions, you need to have a plan and a good understanding of your transactions. Having a good plan before you start recording your transactions can help you with the recording and testing process and help you avoid other problems later.

Know your transactions and map them

Not all transactions are built the same. A good way to get a deeper understanding of your transactions is to map them out. To get started

  • List the key tasks your users need to do on your website or app,
  • Generate flow charts of the key tasks. Think about the different paths the user may take to achieve different goals on your site (there may be multiple paths to the same goal).
  • Make sure you’re mapping out both your happy paths (the all-goes-as-planned path) and the unhappy paths (user errors and system failures). Examples of unhappy paths include difficulties such as failed user authentication, out of stock inventory, invalid credit card information, failing supporting systems like merchant services, or database errors. You may want to test these common problems to ensure your system responds appropriately.

Below, we detail the key functions and user journeys for a simple e-commerce site. The diagram describes several happy paths a user may take. Some tasks depend on the successful completion of other tasks, and we could break down some tasks further.

Chart: Sample e-commerce transaction map

To simplify things moving forward, let's consider the shopping cart functionality only. The shopping cart functionality is the simple task of selecting an item, adding it to the cart, and editing the cart.

The temptation is to expand the shopping cart functionality to include testing for the search or the checkout process. We recommend you keep the functionality compartmentalized so that you’re testing one key task at a time.

Chart: The shopping cart user journey

Wait! There is more you need to consider

Before you start recording your transactions, you need to consider several things:

If all of this seems overwhelming to you, don't worry, our support team is ready to help you get over any hurtles you may experience.