Category: Turbo-Line

  • Story 1. Customize the columns

    General info

    User story

    As an automonkey user

    I want to set up the columns for services

    So that helps to adjust the workspace

    Acceptance criteria

    01

    Given: Login, open any service

    When: click edit columns

    Then: ability to rename, add, delete columns on both languages

    image-20240508-085446.png

    02

    add all existing names of columns, according to this table – https://docs.google.com/spreadsheets/d/1l3L8GJuz-tB00Iz0u-t7cfwJs3WRsnQJ/edit#gid=1310330066

  • Epic 7. General settings


    TL-233

  • (OOS) Story 3. Upload leads for the draw

    General info

     

    User story

    As an admin user

    I want to upload the list of winners in the draw

    So that helps to notify them about the gifts

    Visual design / Flowchart

    https://miro.com/app/board/uXjVKQeXuRE=/

    Test Win4Win Gewinneraus…Test Win4Win Prizedraw -…

    Acceptance criteria

    01

    Given: Data upload page

    When: select the draw service
    AND upload the leads with the unique structure of columns (invitation yes/no, language)

    Then: users will receive their emails according to the invitation and language

    02

    Given: have the replies for the first email

    When: manually select on service page “Account/Konto“

    Then: users receive second email from the flow

    03

    Given: service settings

    When: select checkbox draw type

    Then: in this type don’t work intervals

  • Template

    General info

     

    User story

    As a

    I want

    So that

    Visual design

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

  • 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

    image-20240426-115047.png

    image-20240426-115140.png

    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

    image-20240426-115936.png

    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

    image-20240516-132013.png

  • Story 1. Test Email

    User story

    As an admin user

    I want to send a test email

    So that helps to check the templates and letters in advance

    Acceptance criteria

    01

    Given: open any service page

    When: click on icon test letter
    AND select the template letter (name and ID in dropdown)
    AND click send

    Then: see the test email in the inbox

    image-20240328-074718.png

    image-20240328-075018.png

    02

    Given: open any service page

    When: click on icon test letter
    AND select PERSONAL template letter (name and ID in dropdown)
    AND click send

    Then: see the test email in the inbox

    image-20240516-135551.png

  • Epic 6. Service page


    TL-228

    Story 1. Test Email

    Story 2. Personal templates

    Story 3. Statuses of leads

  • Story 5.1. Export leads from service page

    User story

    As an admin user

    I want to export the file with leads from the service page

    So that helps me to work with contacts and prepare a new list for upload

    Acceptance criteria

    01

    Given: Open service page

    When: click button “Export data”

    Then: file is downloaded to the computer with columns:

    • id

    • url

    • First name

    • Last name

    • Company

    • Email

    • Import name

    • Keyword

    • Created at

    • Salutation

    Then: Every Column you can import and edit should be downloadable including the "Zugewiesen"
    AND column status as well https://media.one-line.ch/OjD5ogzJ

    AND When we download the contacts there also should be download all the imported columns like phone

    image-20240326-180859.png

  • Story 1. Super admin access

    User story

    As a super admin

    I can create users with different access and attach them to the companies

    So that helps to manage all users

    Acceptance criteria

    01

    Given: Page users

    When: select company
    AND click button “Add User“

    Then: see the popup window with:
    – Full Name
    – Email
    – Company
    – Password
    – Confirm password
    – Role
    – Photo

    image-20240322-164900.png

    02

    Given: Add user popup

    When: fill out all fields
    And click save

    Then: new user is created

    03

    Given: Add user popup

    When: select role Super admin

    Then: can manage and create new companies and other users

    04

    Given: Add user popup

    When: select role admin

    Then: can manage and create new users inside the current company without ability to select company

    05

    Given: Add user popup

    When: select role sales
    OR head-of-sales

    Then: can’t manage and create new users