# 4. Conversion Tracking & Scheduled Promotions — Test Cases

User Type: **Affiliate**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: conversion_tracking_scheduled_promotions.md — every feature, sub-feature, and rule covered

## Test Execution Policy

- Zero tolerance: any deviation from the documented behavior is a defect.
- Every failed test is logged with a Bug ID, the feature, the sub-feature, the expected vs actual result, and the severity; 100% of bugs are fixed before the group passes.
- 100% pass rate is required for the group to be marked complete.

## Coverage Matrix

| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 4.1 | Conversions per social post | TC-AF-7-04-001 |
| 4.1 | Conversions per channel | TC-AF-7-04-002 |
| 4.1 | Click-to-signup tracking | TC-AF-7-04-003 |
| 4.1 | Signup-to-purchase tracking | TC-AF-7-04-004 |
| 4.1 | Conversion rate per post | TC-AF-7-04-005 |
| 4.1 | Tracking available on web and mobile | TC-AF-7-04-006 |
| 4.1 | Tracking event logging (viewed) | TC-AF-7-04-007 |
| 4.1 | Audit logging of the social conversion tracking | TC-AF-7-04-008 |
| 4.1 | Rule: The conversions are tracked per post and channel. | TC-AF-7-04-001 |
| 4.1 | Rule: The full journey from post to purchase is tracked. | TC-AF-7-04-002 |
| 4.1 | Rule: Tracking events (viewed) are logged with the account and the timestamp. | TC-AF-7-04-003 |
| 4.1 | Rule: The social conversion tracking is audit-logged with the account and the timestamp. | TC-AF-7-04-004 |
| 4.2 | Schedule a promotion | TC-AF-7-04-009 |
| 4.2 | Set the date and time | TC-AF-7-04-010 |
| 4.2 | Choose the channel (social, email) | TC-AF-7-04-011 |
| 4.2 | Promotion published automatically | TC-AF-7-04-012 |
| 4.2 | View scheduled promotions | TC-AF-7-04-013 |
| 4.2 | Edit or cancel a scheduled promotion | TC-AF-7-04-014 |
| 4.2 | Scheduling available on web and mobile | TC-AF-7-04-015 |
| 4.2 | Scheduling event logging (scheduled, published) | TC-AF-7-04-016 |
| 4.2 | Audit logging of the scheduled promotions | TC-AF-7-04-017 |
| 4.2 | Rule: The promotion is published at the set time. | TC-AF-7-04-009 |
| 4.2 | Rule: A scheduled promotion can be edited or cancelled. | TC-AF-7-04-010 |
| 4.2 | Rule: Scheduling events (scheduled, published) are logged with the account and the timestamp. | TC-AF-7-04-011 |
| 4.2 | Rule: The scheduled promotions is audit-logged with the account and the timestamp. | TC-AF-7-04-012 |
| 4.3 | Automation performance for the period | TC-AF-7-04-018 |
| 4.3 | Total conversions from automation | TC-AF-7-04-019 |
| 4.3 | Breakdown by automation type | TC-AF-7-04-020 |
| 4.3 | Automation performance trend | TC-AF-7-04-021 |
| 4.3 | Select the report period | TC-AF-7-04-022 |
| 4.3 | Download the report | TC-AF-7-04-023 |
| 4.3 | Report available on web and mobile | TC-AF-7-04-024 |
| 4.3 | Report event logging (viewed, downloaded) | TC-AF-7-04-025 |
| 4.3 | Audit logging of the automation performance report | TC-AF-7-04-026 |
| 4.3 | Rule: The report is for the selected period. | TC-AF-7-04-018 |
| 4.3 | Rule: The breakdown is by automation type. | TC-AF-7-04-019 |
| 4.3 | Rule: The report can be downloaded. | TC-AF-7-04-020 |
| 4.3 | Rule: Report events (viewed, downloaded) are logged with the account and the timestamp. | TC-AF-7-04-021 |
| 4.3 | Rule: The automation performance report is audit-logged with the account and the timestamp. | TC-AF-7-04-022 |

## 4.1 Social Conversion Tracking

### TC-AF-7-04-001 — Conversions per social post
**Type:** Positive
**Covers:** 4.1 → Conversions per social post; Rule: The conversions are tracked per post and channel.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Conversions per social post.
2. Observe the result and verify the full behavior: Conversions per social post.
**Expected Result:** Conversions per social post — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-04-002 — Conversions per channel
**Type:** Positive
**Covers:** 4.1 → Conversions per channel; Rule: The full journey from post to purchase is tracked.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Conversions per channel.
2. Observe the result and verify the full behavior: Conversions per channel.
**Expected Result:** Conversions per channel — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-003 — Click-to-signup tracking
**Type:** Positive
**Covers:** 4.1 → Click-to-signup tracking; Rule: Tracking events (viewed) are logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Click-to-signup tracking.
2. Observe the result and verify the full behavior: Click-to-signup tracking.
**Expected Result:** Click-to-signup tracking — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-004 — Signup-to-purchase tracking
**Type:** Positive
**Covers:** 4.1 → Signup-to-purchase tracking; Rule: The social conversion tracking is audit-logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Signup-to-purchase tracking.
2. Observe the result and verify the full behavior: Signup-to-purchase tracking.
**Expected Result:** Signup-to-purchase tracking — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-005 — Conversion rate per post
**Type:** Positive
**Covers:** 4.1 → Conversion rate per post
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Conversion rate per post.
2. Observe the result and verify the full behavior: Conversion rate per post.
**Expected Result:** Conversion rate per post — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-006 — Tracking available on web and mobile
**Type:** Positive
**Covers:** 4.1 → Tracking available on web and mobile
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Tracking available on web and mobile.
2. Observe the result and verify the full behavior: Tracking available on web and mobile.
**Expected Result:** Tracking available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-007 — Tracking event logging (viewed)
**Type:** Positive
**Covers:** 4.1 → Tracking event logging (viewed)
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Tracking event logging (viewed).
2. Observe the result and verify the full behavior: Tracking event logging (viewed).
**Expected Result:** Tracking event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-008 — Audit logging of the social conversion tracking
**Type:** Positive
**Covers:** 4.1 → Audit logging of the social conversion tracking
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the social conversion tracking action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The social conversion tracking action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 4.2 Scheduled Promotions

### TC-AF-7-04-009 — Schedule a promotion
**Type:** Positive
**Covers:** 4.2 → Schedule a promotion; Rule: The promotion is published at the set time.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Schedule a promotion.
2. Observe the result and verify the full behavior: Schedule a promotion.
**Expected Result:** Schedule a promotion — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-04-010 — Set the date and time
**Type:** Positive
**Covers:** 4.2 → Set the date and time; Rule: A scheduled promotion can be edited or cancelled.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Set the date and time.
2. Observe the result and verify the full behavior: Set the date and time.
**Expected Result:** Set the date and time — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-011 — Choose the channel (social, email)
**Type:** Positive
**Covers:** 4.2 → Choose the channel (social, email); Rule: Scheduling events (scheduled, published) are logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Choose the channel (social, email).
2. Observe the result and verify the full behavior: Choose the channel (social, email).
**Expected Result:** Choose the channel (social, email) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-012 — Promotion published automatically
**Type:** Positive
**Covers:** 4.2 → Promotion published automatically; Rule: The scheduled promotions is audit-logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Promotion published automatically.
2. Observe the result and verify the full behavior: Promotion published automatically.
**Expected Result:** Promotion published automatically — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-013 — View scheduled promotions
**Type:** Positive
**Covers:** 4.2 → View scheduled promotions
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: View scheduled promotions.
2. Observe the result and verify the full behavior: View scheduled promotions.
**Expected Result:** View scheduled promotions — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-014 — Edit or cancel a scheduled promotion
**Type:** Positive
**Covers:** 4.2 → Edit or cancel a scheduled promotion
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Edit or cancel a scheduled promotion.
2. Observe the result and verify the full behavior: Edit or cancel a scheduled promotion.
**Expected Result:** Edit or cancel a scheduled promotion — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-015 — Scheduling available on web and mobile
**Type:** Positive
**Covers:** 4.2 → Scheduling available on web and mobile
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Scheduling available on web and mobile.
2. Observe the result and verify the full behavior: Scheduling available on web and mobile.
**Expected Result:** Scheduling available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-016 — Scheduling event logging (scheduled, published)
**Type:** Positive
**Covers:** 4.2 → Scheduling event logging (scheduled, published)
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Scheduling event logging (scheduled, published).
2. Observe the result and verify the full behavior: Scheduling event logging (scheduled, published).
**Expected Result:** Scheduling event logging (scheduled, published) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-017 — Audit logging of the scheduled promotions
**Type:** Positive
**Covers:** 4.2 → Audit logging of the scheduled promotions
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the scheduled promotions action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The scheduled promotions action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 4.3 Automation Performance Report

### TC-AF-7-04-018 — Automation performance for the period
**Type:** Positive
**Covers:** 4.3 → Automation performance for the period; Rule: The report is for the selected period.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Automation performance for the period.
2. Observe the result and verify the full behavior: Automation performance for the period.
**Expected Result:** Automation performance for the period — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-04-019 — Total conversions from automation
**Type:** Positive
**Covers:** 4.3 → Total conversions from automation; Rule: The breakdown is by automation type.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Total conversions from automation.
2. Observe the result and verify the full behavior: Total conversions from automation.
**Expected Result:** Total conversions from automation — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-020 — Breakdown by automation type
**Type:** Positive
**Covers:** 4.3 → Breakdown by automation type; Rule: The report can be downloaded.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Breakdown by automation type.
2. Observe the result and verify the full behavior: Breakdown by automation type.
**Expected Result:** Breakdown by automation type — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-021 — Automation performance trend
**Type:** Positive
**Covers:** 4.3 → Automation performance trend; Rule: Report events (viewed, downloaded) are logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Automation performance trend.
2. Observe the result and verify the full behavior: Automation performance trend.
**Expected Result:** Automation performance trend — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-022 — Select the report period
**Type:** Positive
**Covers:** 4.3 → Select the report period; Rule: The automation performance report is audit-logged with the account and the timestamp.
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Select the report period.
2. Observe the result and verify the full behavior: Select the report period.
**Expected Result:** Select the report period — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-023 — Download the report
**Type:** Positive
**Covers:** 4.3 → Download the report
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Download the report.
2. Observe the result and verify the full behavior: Download the report.
**Expected Result:** Download the report — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-024 — Report available on web and mobile
**Type:** Positive
**Covers:** 4.3 → Report available on web and mobile
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Report available on web and mobile.
2. Observe the result and verify the full behavior: Report available on web and mobile.
**Expected Result:** Report available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-025 — Report event logging (viewed, downloaded)
**Type:** Positive
**Covers:** 4.3 → Report event logging (viewed, downloaded)
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, set up the precondition and perform: Report event logging (viewed, downloaded).
2. Observe the result and verify the full behavior: Report event logging (viewed, downloaded).
**Expected Result:** Report event logging (viewed, downloaded) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-04-026 — Audit logging of the automation performance report
**Type:** Positive
**Covers:** 4.3 → Audit logging of the automation performance report
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the automation performance report action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The automation performance report action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical