Story 2. Personal templates

General info

User story

As a super admin automonkey

I want to add my personal emails

So that helps to change existing emails in flow

Visual design

Acceptance criteria

01

Given: Service page

When: select company
AND click edit personal template in the service

Then: see the popup with the ability to add personal emails

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02

Given: Service page
AND login as MAXIM (any super admin)
AND service page has 3 templates in the settings

When: select company
AND click edit personal template in the service
AND add only the first template
AND add From Name, From email
AND click save

Then: all users assigned in the service to this MAXIM will receive the first email
AND other emails in the service will be sent by default

image-20240426-115804.png

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03

Given: Service page
AND login as MAXIM (any super admin)
AND service page has 3 templates in the settings

When: select company
AND click edit personal template in the service
AND add fill out all 3 personal templates
AND add From Name, From email
AND click save

Then: all users assigned in the service to this MAXIM will receive the 1st, 2nd, and 3rd emails with their intervals

04

Given: Service page
AND login as LUCA (any super admin)
AND service page has 3 templates in the settings

When: select company
AND click edit personal template in the service
AND add only the first template
AND add From Name, From email
AND click save

Then: all users assigned in the service to this LUCA will receive the first email
AND other emails in the service will be sent by default

05

Given: Service page
AND login as MAXIM (any super admin)
AND service page has 2 templates in the settings

When: select company
AND click edit personal template in the service
AND add fill out 3 personal templates
AND add From Name, From email
AND click save

Then: all users assigned in the service to this MAXIM will receive the first and second emails
AND don’t receive 3rd

06

Given: Service page
AND managers MAXIM with LUCA (any super admin) have uploaded their leads

When: set the autosending limit 20 emails per day

Then: leads receive emails randomly from both managers
can be:
day 1: MAXIM 18 leads, LUCA 2 leads
day 2: 9, 11
day 3: 0, 20

AND you see the date of the first send in the column “1-st email date“
OR empty date field “1-st email date“ if the email is not sent

image-20240503-094749.png

07

Given: Service page

When: manager MAXIM has uploaded his leads
AND manager LUCA hasn’t uploaded his leads

Then: leads of MAXIM see his personal template
AND leads of LUCA see general template

08

Given: Service page

When: click edit personal template

Then: see the tabs of all managers in this company to be able to set up their personal templates

09

Given: Service page
AND login as super admin

When: select company
AND select user
AND add From Name, From email
AND add the first and second templates
AND click save

Then: all leads assigned in the service to this user will receive the first and second emails
AND other emails in the service will be sent by default

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