The Onboarding Partner QAs the whole website prior to handing over to the customer
This article is for onboarding partners.
The Onboarding Partner QA step ensures that the site is production grade before handing over to the customer.
It is essential to get this step right, given that a clean customer handover can make or break the onboarding experience for a customer.
The goal of this phase is to catch and fix all issues with configuration bugs, gaps to design, usability issues and any outstanding content entry required from the partner, so that when the site is handed over to the customer, it is already production grade (e.g ready to launch, minus any content entry pending from the customer) and provides them with an exceptional first impression of the site delivery.
QA Process
This list provides you with some starting points for what you should test during your QA process.
Tip: This list should serve as a starting point for your QA.
Since each site and every customer is unique, it is crucial to carefully plan your QA. You should make sure that you test everything required to deliver a seamless, ready for launch site to your customer.
Design implementation
- Ensure that all sections, pages and your design tokens match the designs for the site.
- Any section templates selected to build the sites secondary pages should be production grade and provide a good UX for users.
Usability in the editor
- Ensure that the templates you have built in the editor are easy to manage. See the template building article for tips on making sure that sections are dynamic when they should be, that overrides are well organised and so on.
- You should do the same to make sure that your page templates are easy to manage.
- We recommend clearing out any unused templates, test pages and so on so that the Editor you hand over to the customer only includes the production grade pages, templates and design system that will be used on the site.
Functionality and apps
- Ensure that all functionality built for the site, including the customer selections in the Onboarding Menu have been implemented end to end according to the customer requirements and provide a good UX.
- All apps outlined in the App Stack Review should be activated and fully functional.
- If you have any conditional logic on your page templates, make sure that this works as expected
Analytics
- All analytics requirements should be implemented and fully functional as per outlined in your analytics review.
- The customer's consent banner should be set up according to their preferences.
Content
- All content entry outlined in the content entry step, including:
- Pages and page content: all pages from the sitemap should have been fully created and populated with all page settings, sections, media, text, links etc.
- Any new/updated Shopify content should have been completed and ready for launch
- Site settings should be entered
Devices and breakpoints
- Make sure to run tests on the most common devices, browsers and breakpoints that your customer's shoppers use.
You should ensure to fix all issues that arise in your testing, and continue to run through your test cases until the site is production ready.
Once all items have been fixed and the site is ready for launch (pending any final content required from the customer during the customer phase), then you're ready to move on to the next step.
Next Step ➡️ Nyla QA