# 2. Testimonial Collection & Sequence Management — Test Cases

User Type: **Affiliate**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: testimonial_sequence_management.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 |
|---------|--------------------|----------|
| 2.1 | Create a testimonial collection sequence | TC-AF-7-02-001 |
| 2.1 | Configure the testimonial request | TC-AF-7-02-002 |
| 2.1 | Set the milestone trigger | TC-AF-7-02-003 |
| 2.1 | Request sent automatically | TC-AF-7-02-004 |
| 2.1 | Responses collected | TC-AF-7-02-005 |
| 2.1 | Sequence available on web and mobile | TC-AF-7-02-006 |
| 2.1 | Sequence event logging (created, collected) | TC-AF-7-02-007 |
| 2.1 | Audit logging of the testimonial collection sequence | TC-AF-7-02-008 |
| 2.1 | Rule: The sequence is triggered on a milestone. | TC-AF-7-02-001 |
| 2.1 | Rule: The responses are collected automatically. | TC-AF-7-02-002 |
| 2.1 | Rule: Sequence events (created, collected) are logged with the account and the timestamp. | TC-AF-7-02-003 |
| 2.1 | Rule: The testimonial collection sequence is audit-logged with the account and the timestamp. | TC-AF-7-02-004 |
| 2.2 | View all sequences | TC-AF-7-02-009 |
| 2.2 | Pause a sequence | TC-AF-7-02-010 |
| 2.2 | Resume a sequence | TC-AF-7-02-011 |
| 2.2 | Edit a sequence's messages | TC-AF-7-02-012 |
| 2.2 | Delete a sequence | TC-AF-7-02-013 |
| 2.2 | Sequence status and performance | TC-AF-7-02-014 |
| 2.2 | Management available on web and mobile | TC-AF-7-02-015 |
| 2.2 | Management event logging (paused, resumed, edited, deleted) | TC-AF-7-02-016 |
| 2.2 | Audit logging of the sequence management | TC-AF-7-02-017 |
| 2.2 | Rule: The sequences can be paused, resumed, edited, and deleted. | TC-AF-7-02-009 |
| 2.2 | Rule: The status and performance are shown per sequence. | TC-AF-7-02-010 |
| 2.2 | Rule: Management events (paused, resumed, edited, deleted) are logged with the account and the timestamp. | TC-AF-7-02-011 |
| 2.2 | Rule: The sequence management is audit-logged with the account and the timestamp. | TC-AF-7-02-012 |
| 2.3 | Messages sent per sequence | TC-AF-7-02-018 |
| 2.3 | Open rate per sequence | TC-AF-7-02-019 |
| 2.3 | Click rate per sequence | TC-AF-7-02-020 |
| 2.3 | Conversions attributed per sequence | TC-AF-7-02-021 |
| 2.3 | Sequence performance comparison | TC-AF-7-02-022 |
| 2.3 | Performance available on web and mobile | TC-AF-7-02-023 |
| 2.3 | Performance event logging (viewed) | TC-AF-7-02-024 |
| 2.3 | Audit logging of the sequence performance | TC-AF-7-02-025 |
| 2.3 | Rule: The performance is shown per sequence. | TC-AF-7-02-018 |
| 2.3 | Rule: The sequences can be compared. | TC-AF-7-02-019 |
| 2.3 | Rule: Performance events (viewed) are logged with the account and the timestamp. | TC-AF-7-02-020 |
| 2.3 | Rule: The sequence performance is audit-logged with the account and the timestamp. | TC-AF-7-02-021 |

## 2.1 Testimonial Collection Sequence

### TC-AF-7-02-001 — Create a testimonial collection sequence
**Type:** Positive
**Covers:** 2.1 → Create a testimonial collection sequence; Rule: The sequence is triggered on a milestone.
**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: Create a testimonial collection sequence.
2. Observe the result and verify the full behavior: Create a testimonial collection sequence.
**Expected Result:** Create a testimonial collection sequence — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-02-002 — Configure the testimonial request
**Type:** Positive
**Covers:** 2.1 → Configure the testimonial request; Rule: The responses are collected automatically.
**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: Configure the testimonial request.
2. Observe the result and verify the full behavior: Configure the testimonial request.
**Expected Result:** Configure the testimonial request — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-003 — Set the milestone trigger
**Type:** Positive
**Covers:** 2.1 → Set the milestone trigger; Rule: Sequence events (created, collected) 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: Set the milestone trigger.
2. Observe the result and verify the full behavior: Set the milestone trigger.
**Expected Result:** Set the milestone trigger — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-004 — Request sent automatically
**Type:** Positive
**Covers:** 2.1 → Request sent automatically; Rule: The testimonial collection sequence 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: Request sent automatically.
2. Observe the result and verify the full behavior: Request sent automatically.
**Expected Result:** Request sent automatically — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-005 — Responses collected
**Type:** Positive
**Covers:** 2.1 → Responses collected
**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: Responses collected.
2. Observe the result and verify the full behavior: Responses collected.
**Expected Result:** Responses collected — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-006 — Sequence available on web and mobile
**Type:** Positive
**Covers:** 2.1 → Sequence 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: Sequence available on web and mobile.
2. Observe the result and verify the full behavior: Sequence available on web and mobile.
**Expected Result:** Sequence available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-007 — Sequence event logging (created, collected)
**Type:** Positive
**Covers:** 2.1 → Sequence event logging (created, collected)
**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: Sequence event logging (created, collected).
2. Observe the result and verify the full behavior: Sequence event logging (created, collected).
**Expected Result:** Sequence event logging (created, collected) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-008 — Audit logging of the testimonial collection sequence
**Type:** Positive
**Covers:** 2.1 → Audit logging of the testimonial collection sequence
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the testimonial collection sequence action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The testimonial collection sequence action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 2.2 Sequence Management

### TC-AF-7-02-009 — View all sequences
**Type:** Positive
**Covers:** 2.2 → View all sequences; Rule: The sequences can be paused, resumed, edited, and deleted.
**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 all sequences.
2. Observe the result and verify the full behavior: View all sequences.
**Expected Result:** View all sequences — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-02-010 — Pause a sequence
**Type:** Positive
**Covers:** 2.2 → Pause a sequence; Rule: The status and performance are shown per sequence.
**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: Pause a sequence.
2. Observe the result and verify the full behavior: Pause a sequence.
**Expected Result:** Pause a sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-011 — Resume a sequence
**Type:** Positive
**Covers:** 2.2 → Resume a sequence; Rule: Management events (paused, resumed, edited, deleted) 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: Resume a sequence.
2. Observe the result and verify the full behavior: Resume a sequence.
**Expected Result:** Resume a sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-012 — Edit a sequence's messages
**Type:** Positive
**Covers:** 2.2 → Edit a sequence's messages; Rule: The sequence management 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: Edit a sequence's messages.
2. Observe the result and verify the full behavior: Edit a sequence's messages.
**Expected Result:** Edit a sequence's messages — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-013 — Delete a sequence
**Type:** Positive
**Covers:** 2.2 → Delete a sequence
**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: Delete a sequence.
2. Observe the result and verify the full behavior: Delete a sequence.
**Expected Result:** Delete a sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-014 — Sequence status and performance
**Type:** Positive
**Covers:** 2.2 → Sequence status and performance
**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: Sequence status and performance.
2. Observe the result and verify the full behavior: Sequence status and performance.
**Expected Result:** Sequence status and performance — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-015 — Management available on web and mobile
**Type:** Positive
**Covers:** 2.2 → Management 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: Management available on web and mobile.
2. Observe the result and verify the full behavior: Management available on web and mobile.
**Expected Result:** Management available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-016 — Management event logging (paused, resumed, edited, deleted)
**Type:** Positive
**Covers:** 2.2 → Management event logging (paused, resumed, edited, deleted)
**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: Management event logging (paused, resumed, edited, deleted).
2. Observe the result and verify the full behavior: Management event logging (paused, resumed, edited, deleted).
**Expected Result:** Management event logging (paused, resumed, edited, deleted) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-017 — Audit logging of the sequence management
**Type:** Positive
**Covers:** 2.2 → Audit logging of the sequence management
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the sequence management action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The sequence management action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 2.3 Sequence Performance

### TC-AF-7-02-018 — Messages sent per sequence
**Type:** Positive
**Covers:** 2.3 → Messages sent per sequence; Rule: The performance is shown per sequence.
**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: Messages sent per sequence.
2. Observe the result and verify the full behavior: Messages sent per sequence.
**Expected Result:** Messages sent per sequence — delivered exactly as documented.
**Priority:** Critical

### TC-AF-7-02-019 — Open rate per sequence
**Type:** Positive
**Covers:** 2.3 → Open rate per sequence; Rule: The sequences can be compared.
**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: Open rate per sequence.
2. Observe the result and verify the full behavior: Open rate per sequence.
**Expected Result:** Open rate per sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-020 — Click rate per sequence
**Type:** Positive
**Covers:** 2.3 → Click rate per sequence; Rule: Performance 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 rate per sequence.
2. Observe the result and verify the full behavior: Click rate per sequence.
**Expected Result:** Click rate per sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-021 — Conversions attributed per sequence
**Type:** Positive
**Covers:** 2.3 → Conversions attributed per sequence; Rule: The sequence performance 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: Conversions attributed per sequence.
2. Observe the result and verify the full behavior: Conversions attributed per sequence.
**Expected Result:** Conversions attributed per sequence — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-022 — Sequence performance comparison
**Type:** Positive
**Covers:** 2.3 → Sequence performance comparison
**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: Sequence performance comparison.
2. Observe the result and verify the full behavior: Sequence performance comparison.
**Expected Result:** Sequence performance comparison — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-023 — Performance available on web and mobile
**Type:** Positive
**Covers:** 2.3 → Performance 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: Performance available on web and mobile.
2. Observe the result and verify the full behavior: Performance available on web and mobile.
**Expected Result:** Performance available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-024 — Performance event logging (viewed)
**Type:** Positive
**Covers:** 2.3 → Performance 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: Performance event logging (viewed).
2. Observe the result and verify the full behavior: Performance event logging (viewed).
**Expected Result:** Performance event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-AF-7-02-025 — Audit logging of the sequence performance
**Type:** Positive
**Covers:** 2.3 → Audit logging of the sequence performance
**Preconditions:** A Affiliate account is active and the Affiliate is in the state required for this behavior.
**Steps:**
1. As a Affiliate, perform the sequence performance action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The sequence performance action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical