Testing guidelines for the new Affino Infrastructure Release

• 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

Note: scheduled tasks that aggregate and process analytics data are generally not run on staging instances. This means that the staging site does not collect or update view counts, engagement stats, or other analytics data in real-time or at all, resulting in empty or missing report data.

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