Attn: Template Integrators

Before Site Development

Testing Criteria

Generate testing criteria with the client, these will be your measurements of success. Testing criteria will start with the new site checklist below - augment this list with custom functions and templates built for the client. Create at least one testing scenario for each custom function / template possible conditions. If the function / template is to effect other site areas (cart, checkout, orders, importing / exporting) be sure to include a process flow test to ensure those other functions are impacted correctly.

After Site Completion

New Site Checklist

Address Collection Form Homogeneity

Address forms should all have same fields AND validation rules, also that all pages that display addresses include all these fields

• Create account (if address is included)
• Address book
• Checkout Billing
• Checkout Shipping
• Order Confirmation
• Viewable / Printable Invoice
• Emailed Invoice

Page Accessibility Conditions are Enforced

cannot view while logged OUT

• Your Account
• Edit Account
• Address Book
• Order History

cannot view while logged IN

• Welcome (checkout registration)
• Create Account
• Lost Password

Settings Completed

All Email Content Entered

• Page Management > Send 2 Friend Email Subject and Body
• Campaign > Registration Email, Subject and Body (OR a page is built in page management and the "Registration Email Page ID" is pointing to that page)
• Ecommerce > Invoice Header, Footer, Subject and Emails (OR a page is built in page management and the "Checkout (Confirmation) Email Page ID" is pointing to that page)
• Users > Lost password header, footer, email, subject

All Forwards Are Completed (and Pages for which are created)

• Page Management > Search Page Id; 404 (not found) Page Id
• Campaigns > Opt In / Out Success / Failure Urls
• Ecommerce > Cart and Checkout Process Page Ids (all a required except "Checkout (Confirmation) Email Page ID")
• Users > Fail Access Authorization URL; Login Successfully URL; Fail Attempted Login URL; Logout URL; Password Expired Link; Create Account Link; Edit Account Link

Template Links Tested

Click ALL links for a page for every template and verify they link to their target. If links appear / disappear or change based on different conditions (logged in, logged out, appear in a loop such as children, appear when cart has items or meets certain conditions, etc) be sure to test under each condition to ensure link operates correctly

Process Flow Tested

Navigation Flow

• Start at a CNAV category > Category page > Product line page > product page
• Enter Search Keywords > Search > Select a product

Email Registration Flow

• Enter email into newsletter field > Newsletter registration page > registration complete page > check the email received

Purchase Flow (after completing all orders, log into administration to check if order is displayed correct and complete)

• WHILE LOGGED OUT: Add one product utilizing each product template built to the shopping cart > checkout registration (continue as guest) > billing address > shipping address > payment > confirmation / review > order complete > view the order > check the email received
• WHILE LOGGED OUT: Add one product to the shopping cart > checkout registration (create account) > create account page > billing address > shipping address > payment > confirmation / review > order complete > view the order > check the email received
• WHILE LOGGED OUT: Add one product to the shopping cart > checkout registration (log in) > billing address > shipping address > payment > confirmation / review > order complete > view the order > check the email received
• WHILE LOGGED IN: Add one product to the shopping cart > (should skip checkout registration) > billing address > shipping address > payment > confirmation / review > order complete > view the order > check the email received

Account Management

• WHILE LOGGED OUT: Your Account > Create Account > Your Account Page
• WHILE LOGGED OUT: Your Account > Log in > Your Account Page
• WHILE LOGGED IN: Your Account > Your Account Page
• Add one address, edit one address and delete one address from the address book
• View an order through order history
• Change your name and password in the edit account form

Test all CUSTOM process created for client as per the contract. Use testing criteria for evaluation.