# 2. Testimonial Collection & Sequence Management

User Type: **Affiliate**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 2. Testimonial Collection & Sequence Management

### 2.1 Testimonial Collection Sequence
**What it does:** Lets the Affiliate set up an automated testimonial collection sequence: a request for a review or testimonial sent to customers after a milestone (e.g., completing a course). The Affiliate configures the request and timing, and the platform collects the responses. This builds social proof for the Affiliate's promotion.

**Sub-features:**
- Create a testimonial collection sequence
- Configure the testimonial request
- Set the milestone trigger
- Request sent automatically
- Responses collected
- Sequence available on web and mobile
- Sequence event logging (created, collected)
- Audit logging of the testimonial collection sequence

**Affiliate User Journey:**
1. Affiliate opens the testimonial collection.
2. Affiliate creates a testimonial collection sequence.
3. Affiliate configures the testimonial request.
4. Affiliate sets the milestone trigger.
5. The request is sent automatically.
6. The responses are collected.
7. Affiliate opens Profile → "Activity" and confirms the sequence events are recorded.

**Rules & Edge Cases:**
- The sequence is triggered on a milestone.
- The responses are collected automatically.
- Sequence events (created, collected) are logged with the account and the timestamp.
- The testimonial collection sequence is audit-logged with the account and the timestamp.

### 2.2 Sequence Management
**What it does:** Lets the Affiliate manage their auto-responder sequences: view all sequences, pause or resume a sequence, edit the messages, and delete a sequence. The Affiliate sees the status and performance of each sequence. This gives the Affiliate full control over their automation.

**Sub-features:**
- View all sequences
- Pause a sequence
- Resume a sequence
- Edit a sequence's messages
- Delete a sequence
- Sequence status and performance
- Management available on web and mobile
- Management event logging (paused, resumed, edited, deleted)
- Audit logging of the sequence management

**Affiliate User Journey:**
1. Affiliate opens the sequence management.
2. The sequences are viewed.
3. Affiliate pauses a sequence.
4. Affiliate resumes a sequence.
5. Affiliate edits a sequence's messages.
6. Affiliate deletes a sequence.
7. Affiliate opens Profile → "Activity" and confirms the management events are recorded.

**Rules & Edge Cases:**
- The sequences can be paused, resumed, edited, and deleted.
- The status and performance are shown per sequence.
- Management events (paused, resumed, edited, deleted) are logged with the account and the timestamp.
- The sequence management is audit-logged with the account and the timestamp.

### 2.3 Sequence Performance
**What it does:** Shows the Affiliate the performance of their auto-responder sequences: the number of messages sent, the open rate, the click rate, and the conversions attributed to each sequence. The Affiliate sees which sequences are most effective. This helps the Affiliate optimize their automation.

**Sub-features:**
- Messages sent per sequence
- Open rate per sequence
- Click rate per sequence
- Conversions attributed per sequence
- Sequence performance comparison
- Performance available on web and mobile
- Performance event logging (viewed)
- Audit logging of the sequence performance

**Affiliate User Journey:**
1. Affiliate opens the sequence performance.
2. The messages sent per sequence are shown.
3. The open rate per sequence is shown.
4. The click rate per sequence is shown.
5. The conversions attributed per sequence are shown.
6. The sequence performance comparison is displayed.
7. Affiliate opens Profile → "Activity" and confirms the performance events are recorded.

**Rules & Edge Cases:**
- The performance is shown per sequence.
- The sequences can be compared.
- Performance events (viewed) are logged with the account and the timestamp.
- The sequence performance is audit-logged with the account and the timestamp.