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Testing instructions for critical flows Mailchimp

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Sumit Bagthariya edited this page Oct 15, 2024 · 32 revisions

Can activate the plugin without any error

The plugin should be installed and activated without any error or trouble.

Test Steps

  1. Download the Plugin zip from Github
  2. Install the plugin zip in the Plugin Uploader screen of the store

Expected Result The plugin should be installed without any error

Mailchimp setup

Log in

Pre-requisites

Create an account in Mailchimp

Test Steps

  1. Go to the Mailchimp extension menu.
  2. Click on the Login button.
  3. A new popup window will open.
  4. Enter your valid Mailchimp credentials.
  5. Authorize the Mailchimp List Subscribe Form.
  6. The popup will close automatically and redirect back to the site.
  7. On the right-hand side, verify that the logged-in email ID and a Logout button are displayed.

Expected Result:

  1. The WordPress site should establish a successful connection with Mailchimp upon entering the correct credentials.
  2. A Logout button should also be visible next to the logged-in email.
  3. The Mailchimp form lists should appear in the dropdown menu for selection.
Video
login_flow.mov

Registration

Test Steps

  1. Navigate to the website and click "Create an Account."
  2. Enter profile and business details, then click "Activate Account."
  3. Check the email inbox and confirm the account by clicking "Confirm Mail."
  4. Set a password and return to the login page.
  5. Log in with your email and password.
  6. Select a Mailchimp plan after logging in.
  7. Return to the website and verify automatic login.
  8. Check the subscription list dropdown and select a list from the available options.

Expected Results

  1. The account creation form should be displayed with all fields visible and functional.
  2. A confirmation email should be sent immediately after clicking "Activate Account."
  3. The email confirmation should successfully activate the account.
  4. Password setup should be successful, and the user should be redirected to the login page.
  5. The user should be able to log in with the email and password without errors.
  6. The user should be prompted to select a Mailchimp plan and proceed without issues.
  7. After logging in, the subscription list dropdown should display all available Mailchimp lists.
  8. The user should be able to select a list from the dropdown without issues.
Video_Registraion flow
Registraion_flow.mov

Your Lists

Test steps:

  1. Goto Wp-admin dashboard
  2. Settings > Mailchimp setup
  3. Navigate to Your Lists
  4. Select and Update Mailchimp List:
  5. Choose the Mailchimp list that you want to connect to your form from the available options.

Expected Result:

  1. Verify that the dropdown or selection menu displays all available Mailchimp lists associated with your Mailchimp account.
  2. Verify that all settings remain hidden until a list is selected and saved from the dropdown.
  3. Verify on the front end that no form is visible until a list is selected and saved from the dropdown in the settings.
  4. Select any list from the dropdown and save the settings.
  5. Verify that the form on the front end appears and functions without any issues.
Screenshot

image

login.no.list.selected.mov

Create a Signup form using the shortcode

Test Steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Click on Posts or Pages from the left-hand menu.
  3. Click on Add New to create a new post or page.
  4. Click on the + icon to add a new block.
  5. In the Shortcode block, enter the following shortcode: [mailchimpsf_form].
  6. Publish post/page
  7. View Published Post/Page

Expected Result:

  1. The signup form rendered by the [mailchimpsf_form] shortcode should display correctly on the published post or page.
  2. The form fields (such as email, name, etc.) should be visibly laid out as configured in the Mailchimp settings.
  3. Submitting valid data into the form (such as a valid email address) should successfully add the subscriber to the configured Mailchimp audience or list.
  4. Error handling: If invalid data is entered or submission fails, appropriate error messages should be displayed as configured in the plugin.
Screenshot

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Create a Signup form using the Widget

Pre-requisites

  1. Install and activate Twenty Twenty-One theme

Test Steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to the Appearance menu > Widgets
  3. Click on + button
  4. Seach "Mailchimp" widget
  5. Add Mailchimp widget

Expected Result:

  1. The Mailchimp widget should be successfully added to the chosen widget area.
  2. The signup form should display correctly on the website frontend.
  3. Users should be able to subscribe to the mailing list by entering their details and clicking on the subscribe button.
Screenshot

image

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Mailchimp setting > Content Options

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to Content options
  4. Enter text in "Header", "Sub-Header", "Submit button" like
  • Header: "Subscribe to our Newsletter"
  • Sub-Header: "Stay updated with our latest news and offers!"
  • Submit button: "Subscribe Now"
  1. Click on "Update subscription form setting"

Expected Result:

  1. The text entered in the "Header", "Sub-Header", and "Submit Button" fields should be saved successfully without any error messages.
  2. When viewing the Mailchimp subscription form on the frontend of the WordPress site (e.g., using a shortcode or widget), the updated text should be displayed as configured.
Screenshot

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Mailchimp setting > Remove Mailchimp CSS

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to Remove Mailchimp CSS
  4. Checkmark the option to remove Mailchimp CSS styles from the subscription form.
  5. Click on update subscribe form settings

Expected Result:

  1. Upon checking the "Remove Mailchimp CSS" option and updating the settings, all Mailchimp-provided CSS styles should be disabled or removed from the subscription form.
  2. Verify that the subscription form now uses default styles provided by your WordPress theme or any custom styles applied separately.
Screenshot

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Mailchimp setting > Custom styling

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to Custom styling
  4. Checkmark the option to enable the custom styling
  5. Save the setting

Expected Result:

  1. Able to customize various aspects of the Mailchimp subscription form, such as border styles (width, color), background colors, and text color.
  2. Verify that changes made to these styling options are applied consistently across all the Mailchimp subscription forms.
  3. Custom styling should not interfere with the functionality of the subscription form.
  4. If there are any predefined default styles from Mailchimp, they should be overridden by the custom styles set through this setting.
Video
Custom_styling.mov

Mailchimp setting > List Options > Use JavaScript Support?

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to List Options > Use JavaScript Support?
  4. Checkmark the option to enable/disable
  5. Click on "Update subscribe form setting"

Expected Result:

  1. Ensure that JavaScript degrades for users who do not have JavaScript enabled, allowing them to still submit the form using standard HTML form submission methods.
  2. Verify that form submission and validation behaviors are consistent across different browsers and devices.

Regardless of whether JavaScript support is enabled or disabled, ensure that:

  1. The subscription form continues to collect and process user input correctly.
  2. Error handling mechanisms are in place to notify users of any submission issues.

Mailchimp setting > List Options > Use JavaScript Datepicker?

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to List Options > Use JavaScript Datepicker?
  4. Checkmark the option to enable or disable
  5. Click on "Update subscribe form setting"

Expected Result:

  1. If Enabled Datepicker The plugin should utilize a JavaScript-based Datepicker UI component for date input fields within the subscription form.

  2. If Disable Datepicker

    • JavaScript Datepicker functionality should be turned off.
    • Date input fields within the subscription form should revert to standard HTML date input controls.
    • The form should accept and process birthdate inputs where the month and day fall within the valid ranges (01-12 for month, 01-31 for day).
Video
Date_picker.mov

Mailchimp setting > List Options > Use Double Opt-In (Recommended)?

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to List Options > Use Double Opt-In (Recommended)?
  4. Checkmark the option to enable or disable
  5. Click on "Update subscribe form setting"

Expected Result:

If Enabled (Double Opt-In is Recommended):

  1. New subscribers added through the Mailchimp integration plugin will receive an email requesting them to confirm their email address before they are officially added to the subscriber list.
  2. Verify that the confirmation email is sent promptly after a user subscribes.
  3. Upon clicking the confirmation link in the email, the subscriber's email address should be confirmed and added to the Mailchimp audience or list.

If Disabled:

  1. Subscribers added via the plugin will be directly added to the Mailchimp audience or list without requiring confirmation of their email address.

Mailchimp setting > List Options > Update existing subscribers?

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to List Options > Update existing subscribers?
  4. Checkmark the option to enable or disable
  5. Click on "Update subscribe form setting"

Expected Result: If Enabled:

  1. Existing subscriber records in the Mailchimp audience or list should be updated with the new information.
  2. Verify that existing subscriber data is updated accurately without creating duplicate records.

If Disabled:

  1. New data submitted via the plugin should not update existing subscriber records in the Mailchimp audience or list.

Mailchimp setting > List Options > Include Unsubscribe link?

Test steps:

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to List Options > Include Unsubscribe link?
  4. Checkmark the option to enable or disable
  5. Click on "Update subscribe form setting"
  6. Goto front side and click on "unsubscribe from list"
  7. After clicking the unsubscribe link, you should be redirected to a confirmation page or a Mailchimp-hosted page where you can confirm your email address to unsubscribe request.
  8. On the unsubscribe confirmation page, enter the email address you wish to unsubscribe from the list.
  9. Click on the "Unsubscribe" button or similar action to confirm your decision to unsubscribe.

Expected Result:

If Enabled:

  1. Emails sent through Mailchimp should include an unsubscribe link that allows recipients to easily opt-out from future communications.
  2. After entering the email address and clicking "Unsubscribe," Mailchimp should process the request and confirm the successful unsubscribe action.
  3. Upon searching for the email address in the Mailchimp audience or list, the status should reflect as "Unsubscribed".

If Disabled:

  1. The "unsubscribe from list" link should disappear.
Video
Unsubscribe.mov

Mailchimp setting > Merge Fields Included

  1. Navigate to WordPress Admin Dashboard.
  2. Navigate to Settings> Mailchimp setup
  3. Navigate to Merge Fields Included
  4. Review the available merge fields such as address, birthdate, firstname, lastname, and phone number.
  5. For each merge field, locate the "Include?" checkbox or toggle that allows enabling or disabling the visibility of these fields in the subscription form on the frontend.
  6. Checkmark or toggle the "Include?" option for each merge field as needed to enable them for display in the subscription form.

Expected Result:

  1. Each merge field (address, birthdate, firstname, lastname, phone number) should have an "Include?" option that allows enabling or disabling its visibility in the subscription form.

  2. Confirm that only the merge fields marked as "Included" are visible and accessible for users to fill out during the subscription process.

Video
Merge.Fields.Included.mov

Ensure settings persist between logging out and logging back in

Test Steps:

  1. Log in with the first Mailchimp account.
  2. Navigate to the Mailchimp settings page.
  3. Save the settings (including selecting a list).
  4. Log out of the account.
  5. Log in again with the same account.
  6. Verify that the previously saved settings and the selected list are still displayed as they were.
  7. Log out again.
  8. Log in with a different Mailchimp account.
  9. Check that the list is not selected in the Mailchimp settings.
  10. Verify that the signup form on the front end does not render until the list is selected and saved in the settings for this account.

Expected Result:

  1. Settings and list selection remain persistent between logging out and logging back in with the same account.
  2. The signup form is not displayed on the front end unless a list is selected and saved in the settings.
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