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Testing instructions for critical flows Mailchimp

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Sumit Bagthariya edited this page Jun 17, 2024 · 47 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

Pre-requisites

  1. Create an account in Mailchimp
  2. Goto profile dropdown > Account & Billing
  3. Navigate the "Extra" Menu > Select API
  4. Create a New API key

Test Steps

  1. Goto Wp-admin dashboard
  2. Settings > Mailchimp setup > Connect to Mailchimp
  3. Enter the API key
  4. Click on the connect button

Expected Result:

Upon entering the correct API key and clicking on the connect button, the WordPress site should establish a successful connection with Mailchimp.

Screenshot

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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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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
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