No.
Description
1.1 Create new contact using subscription form
Check the Opt In/Opt Out status
1.2
for new contact in Consent Center
Update the subscription form
2.1
using the existing contact email
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Check the Opt In/Opt Out status [Link]
2.2
for existing email in Consent Center
Comment:
Combine with 2.1
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Comment:
3.1 Submit an unsubscribe Form Create new Journey -> Select Segment_<yourname> -> Select E
specify time and publish Journey -> Click on unsubscribe link in em
form -> verify consent centre
Comment:
3.1 Submit an unsubscribe Form Create new Journey -> Select Segment_<yourname> -> Select E
specify time and publish Journey -> Click on unsubscribe link in em
form -> verify consent centre
4.1
4.2 Update an Email
4.3 Publish an Email
5.1 Create a Journey
5.2 Publish a Journey
6.1 Test purpose in Unsubscribe Form from Email
Check the consent type of email in Consent
6.2
Center
Test each topic in Unsubscribe Form from
7.1
each Email
Test each topic in Unsubscribe Form from
7.1
each Email
Check Consent status for each topics in
2.2
Consent Center
Steps
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
visit https
1. Fill data in Email, First Name, Last Name, and Year Of Birth in YYYY format. Please enter an email that
is expected to receive. Uncheck the topic that you don't want to receive the email and also fill in the
captcha.
(Please use non NAC email)
2. Click Submit.
3. Go to the "Consent center" in site map of landing page
2. Check your form submitted email in Active Consent Point Consents
3. Check the opt in/opt out status for each topic and purpose as shown in Appendix A.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
1. Go to the "Consent center" in site map of landing page
2. Check your form submitted email in Active Consent Point Consents
3. Check the opt in/opt out status for each topic and purpose as shown in Appendix A.
Prerequisite:
[Link] to [Link]
2. Compleed Test 1.1
1. Fill First Name, Last Name, Email in 1.1 that are already created in Contact and already existed in
consent center and check the Opt-out topics.
2. Click Submit.
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of Excel allows you to read this threaded Microsoft
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1. Go to the "Consent center" in site map of landing page
2. Comment:
Check your form submitted existing email in Active Consent Point Consents
Combine
3. Check with
the opt 2.1 out status for each topic and purpose as shown in Appendix A.
in/opt
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1. Your
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of Excel allows you to read this threaded Microsoft
comment; AD account.
however, any edits to it will
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1. Comment:
Click "Segments" in site map on the left of landing page
Create new Journey -> Select Segment_<yourname> -> Select Email_UAT_20240324 ->
2. specify
Select Segment_<yourname>
time and publish Journey -> Click on unsubscribe link in email -> submit unsusbcribe
[Link]
Alaric
-> will select
verify Segment_Alaric
consent centre
Comment:
Create new Journey -> Select Segment_<yourname> -> Select Email_UAT_20240324 ->
specify time and publish Journey -> Click on unsubscribe link in email -> submit unsusbcribe
form -> verify consent centre
1. Click "Email" in site map on the left of landing page
2
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
1. Click "Email" in site map on the left of landing page
2. Click New button from ribbon bar on top.
3. Select Monthly Newsletter Template in Custom Template tab.
4. Enter Name on top of the form as shown in Appendix B, for example UAT Email_<Name>_<date>
5. Click on Save
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to create email in Test 4.1
1. Click "Email" in site map on the left of landing page
2. Click on the email created in Test 4.1
3. Click on the section on top of the email editor to expand the section as shown in Appendix C.
4. Update From name.
5. Enter noreply@[Link] to From email field
6. Click on Save.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to complete Test 4.1 and 4.2
1. Click "Email" in site map on the left of landing page
2. Click on the email created in Test 4.1
3. Click "Ready to send" button on top right of the form.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to complete Test 1.1 to 4.3
1. Click "Journeys" in site map on the left of landing page
2. Click New Journey button from ribbon bar on top.
3. Fill in Journey Name.
4. Select "Segment-based" for Journey type.
5. Under "Select a segment", enter the segment's name created in Test 3.1 and click Enter. Select the
segment in the dropdown.
6. Select "A one-time journey with a static audience".
7. Click on Edit under Time zone. Select (GMT +08:00) Kuala Lumpur, Singapore
8. Select start date and time.
9. Click on "+" button to add an action to the journey. Select "Email" in the action list.
10. Enter the Email published in Test 3.3 and press Enter. Select the email in the dropdown.
11. Click on Save.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to complete Test 5.1
1. Click "Journeys" in site map on the left of landing page
2. Click on the journey created in Test 5.1
3. Click "Publish" button on top right of the form.
Prerequisite:
1. User managed to send the email form in Test 5.1 & 5.2
2. Go to [Link] or your web mail
1. Go to the Email and open it
2. You will see the "Unsubscribe" link at the end of email and click on it as shown in Appendix D.
3. In the unsubscribe form, check "Unsubscribe me from all of marketing communications" checkbox to
Opt Out from purpose as shown in Appendix E.
4. Click on "Submit" button
5. Go back to the D365 Customer Insight Journey web page and Click "Forms" in site map and open
"Unsubscribe Form" and go to "Submission" tab to check the status.
If you don't see the latest status, click on the "Refresh" button of top left corner of page as shown in
Appendix G.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to submit unsubscription form in Test 6.1
1. Go to the "Consent center" in site map of landing page
2. Check your form submitted existing email in Active Consent Point Consents
3. Check the opt in/opt out status for each topic and purpose in Consent Center.
Prerequisite:
1. User managed to send the email form in Test 5.1 & 5.2
2. User managed to create each journey with each email for each topic
3. Go to [Link] or your web mail
1. Go to the Email and open it
2. You will see the "Unsubscribe" link at the end of email and click on it as shown in Appendix D.
3. In the unsubscribe form, check each topic that you want to uncheck topic from marketing module as
shown in Appendix F.
4. Click on "Submit" button
5. Go back to the D365 Customer Insight Journey web page and Click "Forms" in site map and open
"Unsubscribe Form" and go to "Submission" tab to check the status.
If you don't see the latest status, click on the "Refresh" button of top left corner of page as shown in
Appendix G.
Prerequisite:
1. Login to [Link] with your Microsoft AD account.
2. User managed to submit subscription form in Test 2.1
1. Go to the "Consent center" in site map of landing page
2. Check your form submitted existing email in Active Consent Point Consents
3. Check the opt in/opt out status for each topic and purpose in Consent Center.
Expected Outcome Pass/Fail
User will be navigated to the subscription page of NAC.
New created contact should be created in contact list.
Consent type "Purpose" should be "Opt In" and Checked topics should be
"Opt In" and Unchecked topics should be "Opt Out" in Consent status.
User will be navigated to the D365 Customer Insight Journey landing page
Consent type "Purpose" should be "Opt In" and Checked topics should be
"Opt In" and Unchecked topics should be "Opt Out" in Consent status.
User will be navigated to the subscription page of NAC.
Contact Information and checked values of topics should be updated.
User will be navigated to the D365 Customer Insight Journey landing page
Consent type "Purpose" should be "Opt In" and Checked topics should be
"Opt In" and Unchecked topics should be "Opt Out" in Consent status.
User will be navigated to the D365 Customer Insight Journey landing page
A new segment should be created in segment list.
A new segment should be created in segment list.
User will be navigated to the D365 Customer Insight Journey landing page
A new email should be created in email list.
User will be navigated to the D365 Customer Insight Journey landing page
Email From Name and From Email are updated
User will be navigated to the D365 Customer Insight Journey landing page
Email status change from Draft to Ready to send.
(Status show beside the email name on top of the form)
User will be navigated to the D365 Customer Insight Journey landing page
A new journey should be created in journey list.
A new journey should be created in journey list.
User will be navigated to the D365 Customer Insight Journey landing page
1. Journey status change from Draft to Publishing, then Live.
(Status show beside the journey name on top of the form)
2. Email should be sent to the contact email based on configured time.
Email had been reveived
Unsubscribe Form Submission status should be Success.
User will be navigated to the D365 Customer Insight Journey landing page
Consent type "Purpose" and all topics should be "Opt Out" in Consent
Center
User will be navigated to the D365 Customer Insight Journey landing page
Unsubscribe Form Submission status should be Success.
Unsubscribe Form Submission status should be Success.
User will be navigated to the D365 Customer Insight Journey landing page
Purpose shuld be "Opt In" and Checked topic should be "Opt Out" and
remainings topics should not be updated.
Remarks
Appendix A
Appendix B
Appendix C
Appendix D
Appendix E
Appendix F
Appendix G