Affino 9 Testing Protocol

• Test by registering a new user
• Complete the Demographic form
• Confirm that the Double Confirm notification is sent and the activation link works
• Check if the data and selected mailing lists are present on the contact record
• Confirm that you can login with the new user
• Confirm that the settings on the Registration Profile are reflected on the registration journey
• Test 2FA if set up on your instance

Awards

• Set up an Awards Profile, together with Channel and Awards Article
• You can also test an existing Awards Profile that is active
• Go through the award entry process and confirm that the payment and submission is successful

Events

• Set up an Event article or use an existing Event that is active
• Go through the registration process and confirm that the test user appears as an Attendee
• If the Event is associated to a catalogue item, check if the payment process and order creation are successful
• Assign a Contact to an Account
• Check if the settings on the Event Profile are reflected on the listing section

• Create a contact from the Contact or User Security screens
• Update a contact from either screen
• Create an account
• Edit an account
• Assign a contact to an account

Control Centre

• Create a Channel of type Article

• Check if the Section was auto-created

• Check if both Channel and Section can be edited

• Create an Article under the Section

• Check if the Article can be edited

• Check if the article is properly displayed on the front-end

Note: you can test existing channels and section listings, together with the related articles.

Display Side - Responsive

• Check if a channel is viewed correctly on a tablet and mobile device
• Check if a section is viewed correctly on a tablet and mobile device
• Check if an article is viewed correctly on a tablet and mobile device

Note: you will need to set up new sandbox payment gateways on your staging site, unless you already have sandbox(es) on your live site.

Catalogue Items

• Create a Product Article
• Create the related Catalogue Item
• Update the Catalogue Item
• Check if the item is properly displayed on the front-end

Subscriptions

• Create a Subscription Plan (you will need to set up the related security group)
• Create an individual subscription tied to the subscription plan
• Check if the user has the security group and subscription tied to their contact record
• Check the Start and End dates
• Associate a Subscription Plan to a Mailing List
• Check if a subscription is created after your test user signs up to the mailing list

Pro Formas

• Create a Pro Forma for a Customer
• Check that the Invoice and Order are generated
• Check if the Order has inherited relevant details from the Pro Forma

Checkout

• Go through the checkout process for the catalogue item that was created
• Confirm that an order was created
• Confirm that the catalogue item can be purchased with the selected Payment Method
• Check your payment provider dashboard (i.e. Stripe) to see if the purchase was reflected on the platform

Coupons

• Create a coupon
• Apply the coupon to an existing or test catalogue item
• Check that the discount is applied
• Check if the order reflects the discount

Corporate Subscriptions (Accounts)

• Create a Pro Forma for an Account
• Set the amount of subscriptions and Start/End date
• Check if the order appears on the Assign Paid Subscriptions panel on the related Account
• Check if the subscriptions were assigned to the Accounts’ contacts (Auto Assigned)
• If Account Email Domains is enabled on the Account, check if logging in or registering as a user assigns a subscription (On Demand)
• Check if the figures for Max Subs and  Assigned are correct

• Test your most commonly used imports and exports
• For imports, check if the data set in the file matches the created record
• For exports, check if the amount of records processed matches the amount of records in the XLSX file

Messaging

• Create a Message Campaign
• Create the subsequent Message
• Associate an existing Message Template to either the Message Campaign or Message
• Send a test message
• Check if the content is correctly presented in the email, as set on the Message Template
• Check if the links are clickable
• Check if the unsubscribe link works

Message Templates

• Check if your existing templates remain unaltered
• Create a simple template that includes your most used elements
• Check if the drag and drop function works for your elements
• Send a test message that uses the new template
• Check that the elements and content are correctly displayed on the email

Reports

• Run a report to its completion
• Download or export the stats
• Check that the figures are correct, both on-screen and in the exported file

Dashboards

• Check if the various Analysis screens display stats correctly
• Check if any dashboard lacks data or is not displaying correct stats
• If possible, export the data and check the figures in the file

Reports

• Set up a Creative
• Set up an Ad Campaign and associate it to the Creative
• Associate the Ad Campaign to an Ad Campaign Theme
• Associate the Ad Campaign Theme to a channel (or check an existing one)
• Confirm that the Creative is displayed on the front-end

• Check any custom Control screens
• Confirm that they work as intended
• Check your custom (display side) templates
• Confirm that they are displayed and work as intended

Note: any custom CSS or scripts will not be affected, although its best to err on the side of caution and check if they work OK

• Check for old deprecated templates
• Use the App Bar > Live Design setting to see deprecated Design Elements on the display side
• Check the Design Centre for any warnings regarding deprecated DE’s

You must also consider testing the following functions for users:

• Access to the Homepage
• Access to different channels
• Access to different sections
• Access to different articles
• Metering is working as per setup
• Event pages display as expected
• My account functions are displayed and work as expected

Due to certain functions not being enabled on a staging instance, some tests will need to be performed on your live site post update.

Some of these are:

• Dashboards
• Message Campaigns
• Subscription Renewals
• Conversion Events