Project Plan

Week 1

1. Day 1: Dev Team Provisions Site in All Environments
   1. Create Domains at WPE and WP prod
   2. Basic Site Configurations
   3. Configure Email Server
2. Day 2: CSM Begins Configuration
   1. Continue Basic Site Configurations
   2. Activate Plugins
   3. Configure Franchise Options
   4. Configure Plugins
3. Day 3: CSM Updates Page Content/Data
   1. Create pages
   2. Add LMS course shells
   3. Import any Client Data
4. Day 4: Dev Advanced Configuration & Custom Dev
   1. Begin any Custom Design Work
   2. Add New ACFs
5. Day 5: CSM Conducts Final Pre-Pilot QA
   1. Test each module as each user role

Week 2

1. Days 6-10: Dev Finalizes Custom Dev
   1. Any customizations are pushed to production
   2. Dev Cuts Over to Real Domain
   3. CSM Obtains Client Approval

Week 3

1. Days 11-15: Go Live! CSM Records/Posts Training Sessions
   1. Day 11: Group Leader Training
   2. Day 12: Corporate Training 1
   3. Day 13: Corporate Training 2
   4. Day 14: Master Training
   5. Day 15: Franchisee Training; Work with client to begin posting weekly news bulletins to pull clients back

Dev: Spin up Client Site in all Environments
.5 hour

• D – IMPORTANT!!! First, check with Dev Team and Leadership to confirm the most up-to-date settings are sitting on the “root” site on the network so that when a new site is launched on the network, it inherits the most up-to-date settings. This is mainly related to includes React columns, Franchise Field Options, Adminimize settings, role capabilities, and default content for the core plugins.

• IMPORTANT 2!!! Do not save any options until ACFs have been added to the system — and then IMMEDIATELY sync the groups.

• D – Add new client subdomain at WPE under “Domains” in PROD, STG, and DEV * Use Cloudflare single signon to automatically add the subdomain to our domains

• D – Add the new subdomain in prod WordPress after the DNS has been set up.

• D – After the new site is added, cut a new hotfix branch off production. Copy the root site ACF folder to a new folder named to match the site ID of the new site. The ACF folder is here locally: Local Sites > z > app > public > wp-content > plugins > fl-acf-sync > acf-storage > 1. Merge new branch to production, then push this to production, via Deploybot to get those ACFs out there in prod.

• D – Next, sync all ACF json groups back to the production DB under the “Custom Fields” section on the new site. Since the page sometimes can time out, make sure the total number of fields is always less than 100 or so. The ones that have more than 100 in a single group should be sync’d by themselves.

• D – In Sourcetree, switch to the dev branch, and then merge to dev branch so the client’s new ACFs can be carried through to all envs. It is not necessary to merge to STG — only dev. At this point, unless dev ACFs have advanced since you made the hot fix branch, client’s new ACFs should be as recent as the most recent root ACFs.

• D – Video – Now, in DEV/STG/LOC update the Migrate DB Pro settings to account for the new brand. You will need to update two aspects of the saved profile:
  • 1) Add a new row to the saved Prod > Env profile so that the new search/replace works;
  • 2) select all of the tables except the email log from the new client so that they are pulled back.
  • Track progress here:
    • Stgzees
    • Devzees
    • Local

• D – If it didn’t happen during the onboarding questionnaire, let the client know that their DNS management company may need to be change in order to support our advanced security. This won’t need to happen prior to us going live, and while we will migrate it for them, they will maintain full control over the records through their own free account at Cloudflare.

• D – In Prod WordPress Admin > Settings >Writing > and select “Yes” for allow users to switch editor

• D – In Prod WordPress Admin > Settings >Reading > and select “Discourage search engine from indexing this site”

Dev: Basic Configurations
.25 hour

• D – Update the client theme to “Zorzees Client Gutenberg” under Appearance

• D15 – Add developer and CSM email addresses in Franchise Options

• D15 – Confirm domain added to Google Maps API by following these steps:
  • Go to Google Cloud Platform > API & Services > Credentials in Left Nav > (Make sure “Zorzees” is selected as project at top) Click on pencil icon next to “API key 2”
  • Add client’s production domain like this: *.domain.com/* to include any subdomains and all pages
  • Click Save at bottom of page

• Create new page called “Zorzees Onboarding Checklist” and publish it as “private.” Copy/paste content from most recent or relevant client onboarding. On the page under Gutenberg > 3 vertical Dots > Preferences > Disable everything except “Use Theme Styles.”

Dev: Add Mailgun Email Server
1 hour

• D60 – Log in to Mailgun, and configure the following:
  • Click domains > Add New Domain
  • Add domain as mg._____.zorzees.com
  • Click DKIM as checked and set it as 2048
  • Review the suggested DNS records from Mailgun, and get ready copy/paste at Cloudflare

• D15 – Then log in to Cloudflare and access the Zorzees production profile to configure the DNS for the new Zorzees subdomain which will be used for client emails.
  • Click “DNS” and begin adding the records from Mailgun. TXT SPF
  • TXT Domainkey
  • MX x 2
  • CNAME

• D15 – In order for email tracking to work, after the DNS is set up at Cloudflare, click “Page Rules” and set up a new rule for email.mg.___.zorzees.com/* so that emails will be tracked for the client. Select “SSL” as the Setting and the use “Flexible.”

• While in Cloudflare, under the Zorzees profile, click SSL/TLS and select “Edge Certificates.” Here you will need to delete the existing DigiCert “Advanced” certificate that we pay $10/mos certificate and then re-add it with all of the same domain names plus the new email.mg.___.zorzees.com for the new client. DO NOT use spaces after the domains. This will cause a problem. There is an option for a DigiCert or Let’s Encrypt cert — only DigiCert is allowed. Once complete, send a test email in production to make sure this works. Again, test production. Sometimes it take creating certificate twice.

• D15 – From Mailgun: Change the CNAME record at Cloudflare from proxied to DNS only and verify the DNS records in the Mailgun dashboard > sending > domain settings > DNS records page. Once you have verified the CNAME records you can change the setting at Cloudflare back to proxied.

• D15 – Go back to Mailgun and confirm that all of the settings for the new email subdomain of zorzees for the new client have been validated so that emails can be tracked. This is under Sending > Domain Settings > DNS records.

• D – Don’t forget that even after the DNS records are validated, in Mailgun Domains > Tracking Settings, all three options have to be flipped to “on” from “off”

• D15 – In WP Admin, add the new production server settings to Settings > Mailgun; this is just adding the domain name on the existing URL settings for the emails

• D30 – If client is using third-party lead sources like Franchise Direct and thus Mailgun routes, set up this email route in Mailgun > “Receiving” for DEV and STG only: brand-nameleads@mg.dev.zorzees.com and brand-nameleads@mg.stg.zorzees.com.

• D15 – Contact WPE via chat and ask them to whitelist the new subdomains for dev, stg, prd with Cloudflare to prevent the Captcha error at Cloudflare. For production, also white list whatever domain the client will be cutting over to. Finally, you may want to check with WPE that they whitelisted all mailgun servers for these subdomains and the client’s new domain. You will need to reference this chat in order to get it set up correctly:
  https://help.wpengine.com/hc/en-us/requests/4222495

• Under Sending > Webhooks > Confirm that all webhooks are already set up. Test the URL at the bottom of the page.
• IMP NOTE: Mailgun events will not show up while in “dev mode.” They must be sent to users in the DB.

CSM: Basic Configurations
2 hours

• Go to Settings > General and update Site tagline, time zone, and day of week starts on. Time Zone should be Corp HQ time zone, or in the case of PP, Florida.

• If the client is using master franchisees or area developers instead of “area representatives,” go to Users > User Role Editor > Select the “Area Rep” role from the middle drop down > Then click “Rename Role” on the right, and change it appropriately.

• C15 – Most likely, we will begin by discouraging search listings under Settings > Reading > Search Engine Visiblity if we are beginning with a *.zorzees.com subdomain

• C15 – Export the Adminimize file from root site, and import the json file into production.

• C15 – Export the React Options file from root site, and import the json file into production

• C15 – DG – Add billing/commission details at Franchise Options > Billing/Commissions

• C15 – Configure general settings under WP > Settings > General. Update to the brand’s tagline, time zone of corporate office, and set day to begin on Sunday.

• C15 – Remove ability to add comments to posts/pages by going to WP > Settings > Discussion and delete the 2nd/3rd option about trackbacks/pingbacks and posting comments

• C30 – Activate all plugins that will be used by the new brand. Make sure to activate all non-Zorzees plugins first. Then activate the Zorzees plugins one at a time. Save the Build Out, Real Estate and Sales Pipeline plugins to be activated at the very end of the activations. For PP, Sales Pipeline is already activated.

• C15 – Next, open Settings > Adminimize Menu Options and click “Update.” This will register most of the menu items from the new plugins. The goal is to make sure that all of the WP menu items appear here so that if necessary we can turn them on/off per role.

• C15 – Look under Franchise Options > Field Options. These should already be copied based upon the site being spun up. Confirm this. If not set up, then export Field Options from the root site, and import to the new client site.

• C15 – In production while testing, flip the site to dev mode.

• C15 – Add licenses for WP All Import & WP All Export from Trello

• C15 – Add licenses for LearnDash. for temporary subdomain in prod; pull from Trello or copy from another client

• C15 – After adding the LearnDash license for the new subdomain in prod, you will need to contact LearnDash support and tell them to add the new subdomain to our license. You can see the status by logging in with credentials in Trello and then accessing this page. https://support.learndash.com/license/ If new domain is not activated there, send a ticket to Learndash via this link https://support.learndash.com/contact-support/ and also email support@zorzees.com and CC david@zorzees.com. Will take one business day, so do this before a Friday or we’re waiting for 3 days. This is the message to write to LearnDash support and use david@zorzees.com as the contact:
  
  • Dear LearnDash,
    
    Zorzees landed a new client and need to set up the Learndash license for a domain. As we established for our other clients, the local/dev/staging/pre-prod environments should not contribute to our use of licenses. But the new domain absolutely should. As such, can you please configure the licenses correctly for us? Below is the domain information you will need:
    
    • Local: pp.z.local
    • Dev: pp.zorzees.com
    • Stg: pp.stgzees.com
    • Pre-Production: pp.zorzees.com
    • Prod: perfectpizza.us
      
      As usual, thank you for your help!
      
      Regards,
      
      DG

• D60 – Conduct the basic Yoast configurations of disabling the meta boxes on most page types and setting which pages should be searchable. Note that finishing this requires the real domain flip to complete; separate item below. Trevor, you can probably figure this out but basically we don’t want the Yoast meta boxes to appear anywhere except pages and posts. You can look at how other sites are configured. Disable all features in SEO>General>Features and all except pages in SEO>Search Appearance>Content Types. Also select No in SEO>Search Appearance>Taxonomies and disable all in Archives

• C60 – Update social graph data if including social profiles in Yoast. Likely Requires social credentials from client.

• C15 – Validate default area taxonomy — for PP, we will need to add all current countries

• C60 – Set up area CPTs if necessary; default is to not use areas if one franchisor. For PP this would be the one area that are actually sold. For the U.S. let’s begin with 50 areas as 50 states. This is what appears in the front end drop down on the sales firm I believe.

• C60 – Create Franchisee Operations page and ; make sure the slug for the “Franchisee Operations” page is “operations” which can be changed at WP Admin > Manage Operations > Hover over Ops page to Edit > Click Quick Edit link > change slug field

• C – Add the default headers to the new Franchisee Operations page. If client is using masters or area developers, create the default masters page.

• C15 – Go to the second “Notifications” in the menu (near bottom) and under Extensions, and “Skip Wizard”; Go to Trello and get the keys for the extensions, and add the two licenses for the two Notifications Extensions (Custom Fields and Conditionals); keys are in Trello or you can look at another client site;
• Then add the following post types under Notifications > Settings > Triggers:
  • Location
  • Course
  • Quiz
  • Application
  • Area
  • FDD
  • Inspections
  • Organization
  • Store
  • News
  • Operation
  • Lesson
  • Certificate

• C15 – Create the Operations and News update alerts by exporting the alerts from a different client under Notifications > IMPORT / EXPORT. Select which notifications to export, then import into the new client site. Makes sure any client-specific data is updated.

• C15 – Use Adminimize to hide “Visit Site” and “Edit Site” for all roles except SU under Admin Back End Options.

• C120 – Find a different client site the client wants to emulate, and add most of the content created via Gutenberg by the dev team and paste into appropriate pages as a baseline draft version. Replace the brand-specific content with the new brand right away, so they don’t see the other brand content. For PP use the Franchise page from Prime.

• C120 – Begin configuring the client’s branding at Franchise Options > Branding

• Depending on the client deal, make sure these meetings are scheduled:
  • Website design kick-off with Sabrina Modder
  • LMS kick-off with Trevor Davis
  • National Social Media / PR kick-off with Morgan Vanderwall or equivalent

CSM: General Franchise Options
.5 hours

• C90 – Configure columns on store/applications grids if different than the standard imported from the root site.

• C15 – Add the general “reply to” email address and “from” name

• C15 – Hide Private Notes for all user roles in Franchise Options

• C15 – Under the Marketing tab at the bottom, make sure the site name is used. This is what appears after the | on web page titles. Please note that that this field may be moved under “Branding” by the time you launch your next client.

• C30 – Atlas Mapping yes/no — if yes, add the Atlas layer name and key for each layer under “Areas & Territories” tab in Franchise Options for both master/area repeater and location/franchisee repeater; if no, then hide the “Atlas Layer Type” fields on the area CPT and location CPT via Field Options for all roles

• C60 – Locations: Add default images for coming soon card (375x290px) and coming soon location (2000x645px)

• C15 – Icons for pins (100x130px) for coming soon and open

• C15 – Confirm that “Signed Lease – Build Out” is status to trigger “coming soon” pins.

• C15 – Add number of days before store appears on jobs if different than 4 weeks

• C15 – Add social media profiles and credentials into plugins

• C15 – Dokshop yes/no

• C15 – Rick for Financing yes/no

• C120 – Ask dev to begin any additional custom branding the theme in the style of the client

CSM: Public Site Pages
2 hours

1. C30 – Jobs page — configure to look good, including hide title in Genesis options

• C30 – Go to WP Admin > Appearance > Menu and add the appropriate menu items for the top nav, main nav and footer nav(s) for the new website. You may need to link off to custom links for each of the pages hosted on other client sites.

• C120 – Franchise page — configure to look good

• C15 – Create Learning Profile Page for LMS with this short code: [ld_profile order=”ASC” progress_bar=”true”]

• C45 – Locations general page — configure to look good

• C120 – Location-specific page — configure to look good

• C30 – News generic page — configure to look good so social media feeds are there

• C15 – News Blog page — Add one sample blog post with a featured image to see what it looks like.

• C15 – News Press Releases page — Add one sample press release with a featured image to see what it looks like.

• C15 – News Videos page — Add one sample video to see what it looks like.

• C15 – News Media Coverage page — Add one sample news media to see what it looks like.

• C120 – Home page — set franchise page as the likely home page for the brand under Settings > Reading > Front Page > Select Static Page > Select “Franchise” most likely

CSM: Sales Pipeline
2 hours

• C15 – Under Franchise Options > Sales Pipeline, make sure that a default lead owner is set or else the leads will not flow through.

• Determine if client is using short form only (we encourage this) or if they want to use a full application where the prospect receives an email to log in and fill out more information. If they want the full application, select the “include long form” as yes. Alerts will need to be configured appropriately if this is set to yes. Depending on where we are with product development, there is a chance we will have another option if the long form is used. Instead of auto-sending the email to create a passphrase, we may provide lead owners the ability to request more information from the prospect before they send the FDD.

• C30 – Add the FDD Intro content per client’s request.

• C15 – DG – Add the NDA content per client’s request, but make sure there is a release from the client first

• C15 – DG – Add the standard Zorzees Privacy Policy content per client’s request, but make sure there is a release from the client first

• C30 – Upload the real FDD PDF and select appropriate areas.

• C60 – IMPORTANT: Reconcile the FDD Receipt sections with the client’s FDD.

• C30 – Make sure that any FDD contacts are updated on the FDD Receipt; include core Z staff

• C15 – Notification: Confirm the the FDD Signed Email content in Franchise Options is correct.

• C15 – Notification: Add the denial email content in Franchise Options

• C15 – Update third-party email parsing processes to account for any new lead generation fields, and “from” email addresses.

• C60 – Determine which existing Zorzees client has a set of notifications that most closely resembles what the new client is looking for. We will export alerts out of that existing client and upload into the new client by going to Tools > Export > Notifications. You will need to do this twice because there are two types of “Notifications”: “BNFW” notifications and WordPress Notifications. Eventually, BNFW will be retired. We are in the process of doing that. Then go to the new client site and go to Tools > Import and select the two notifications files that you downloaded. Once imported, make sure that all of the alerts are disabled. You will then need to go to every alert and updated the content to remove the branding of the other brand. If you do not want to go this route, then you can export alerts from the root site which are generic, basic alerts that can be customized by the brand.

• C15 – Notification: Update the “Sent FDD” Notification Content (Isn’t this a dev only task?)

• C15 – If using Rick, update financing alerts with new link from Rick so prospects can fill out form. Look at HydroDog as an example.

• C90 – Once the sales pipeline plugin is enabled, send initial test leadgen emails to all three envs and confirm that the leads have been added for the new brand — note that the emails won’t send until they are enabled. — Make sure to test all lead forms (New Prospect in WP, Trade Show, Quick Add, Franchise)

• C15 – (DG) For Waiting Period Over Alert, confirm it is based on Prime, not HD so it sends at midnight. Update root site if not done already.

• C60 – Based upon the kick-off call review, confirm that the content of the notifications is accurate and up-to-date. Once updated, enable the relevant notifications for the client.

• C15 – Who shouldn’t receive leads? Configure exclusion lists accordingly.

• C15 – Configure who receives FDD Receipts.

• C15 – Configure other FDD / Waiting Period Alerts

• C15 – Confirm that the client’s legal has signed off on the FDD Receipt process.

CSM: Add Content Blocks Provided by Client from Spreadsheet
2 hours

• C15 – Main value prop to franchise relative to other franchises along with hero photo

• C15 – 5-8 short bullets on why to become a franchisee + photo for Why

• C15 – 5-10 key statistics for carousel

• C15 – 4 paragraphs, each with a short menu item, giving longer descriptions on why to franchise

• C15 – 3-4 paragraphs, each as a page with photo in carousel, describing the history of the brand

• C15 – 2 Tables of 3 columns for Initial Expenses and Ongoing Expenses (Expense|Cost|Description)

• C15 – 1 customer or area rep quote + photo for social proof

• C15 – Additional marketing call-out with photo to focus on any other benefit to opening a franchise

• C15 – 3-5 video testimonials of franchisees, founders, etc. and best single-sentence quote of each

• C15 – 3-5 logos of media that covered the brand and links to the stories; will be republished on site

CSM: Configure POS if Z is Calculating Royalties

• POS integrations currently exist for Square and Booker. On our upcoming road map are Clover, and Groomer.io.
  • Select appropriate POS.
  • Enter any client level API codes in Franchisor Options or F/O.
  • Enter unit-specific identifiers so data can be pulled down.
  • In F/O configure the fees and royalties by adding all of the necessary fees and rates. These will be found in the FDD.

CSM: Configure ACH if Z is Collecting Royalties

• Confirm the Zorzees ACH fees are entered correctly under Client Prices in F/O.
• Run test transactions in development sandbox.

Dev: Advanced Configurations & Custom Development
15 hours

• D120 – Add any new ACFs to the ACF Application field group.

• D15 – Set the daily cron schedules (midnight, get notifications, send notifications) to run at the optimal times (midnight + local morning for the franchisor)

• D240 – Develop/test/deploy any custom design patterns required by the client to match their existing brand.

CSM: Import Data
1 hour

• C60 – Create users manually for client.

• C/D120 – OTHER THINGS TO ADD – Data import: Triple check file imports in dev prior to production and that fields are mapped correctly. Don’t forget to add multiple roles for masters/franchisors so they are auto-added to correct learndash groups. Dev or Product Team can assist with this one.

• C30 – DG – Turn on pilot for small user base by resetting passphrase for any added users, or adding them with collaboration email (if not already added.)

• C30 – Field Options (Permissions) – Export most recent field options from root site. This will help us begin with a skinny list of “shell” fields for these CPTs: area, store and location. Then, show representatives what the skinny vs complex version look like, and ask if they want to turn any fields on.

• C30 – If areas are sold first with area reps having their own stores, make sure any area reps are also added with role of franchisee or else they will not show up on franchisee list on store page —

CSM: LMS Activities
1 hour

• C30 – Create an Online Certificate jpg for the brand in Canva and upload to the course management system

• C15 – Set up groups as Masters (or Area Reps), Franchisees, Employees, Store Managers, Group Leaders; under Settings make “Group Content” only available to enrollees; confirm model with client: assign a single course is assigned to a single group; a user is assigned to multiple groups to get the courses in those groups. Masters should be in the franchisee, employee and master groups

• C30 – Add “how to create a course” training to course training to group leaders

• C15 – Assign “Group Leader” role to appropriate users under “Other Roles”

---

Dev: Prepare for Domain Cut-Over
2 hours

• D120 – When client is ready, prepare for switching from the client.zorzees.com subdomain to their main domain.
  • IMP NOTE: After this first step, the client’s real domain will immediately redirect to zorzees.com. Set up DNS for the client’s domain to point to WPE install first by going to WPE and adding the domain to the franchiselink install. If we have the GoDaddy creds, we can first SSO to GoDaddy and no additional setup is required, then we can setup Cloudflare later. Also add an SSL for the real domain at this point. This will take anywhere from 30-60 min, usually faster.
  • Create the production Cloudflare account for the client to enable GES; put credentials in Trello
    • Add the domain, and then Cloudflare will scan the web to pull in all existing DNS records.
    • Add any new subdomains like “franchise.x.com” as a CNAME record pointing to “wvry3evgd4rb.wpeproxy.com” and with the proxy status of “DNS only”
    • Finish setting up the install and select all of the logical options to speed up the domain
  • Go to Zorzees Multisite > Update site address for client
    • Contact WPE and ask them to change all references of subdomain to the the new client site in the DB.
    • Go to WPE, redirect the temp domain to the new domain.
    • While in WPE, open a chat and ask the rep to search/replace all of the old domains to the new domain.
    • After this is done, go to the Mailgun settings and set it back to the normal mg.client-name.zorzees.com in two fields.
    • In WP Migrate Pro DB for local, dev and stg, add a new line item to the profile so that the new domain will be searched/replaced during all migrations. – Go back to Yoast and do the final configuration with webmaster tools and any other settings.

• D15 – DG – Log in to WPE and confirm that WPE whitelisted the client’s new domain at Cloudflare to prevent the Captcha error. Also confirm that all Mailgun servers are whitelisted for the new client domain. The WPE “Operations” team is required to this instead of the chat team — this will take up to one business day, so best to do on Thursday or earlier. For Mailgun, log in and confirm no errors are reported on the client’s new domain.

• D15 – Go to Mailgun and remove the temporary hooks that were used for temporary prod subdomain at Mailgun > Sending > Webhooks. Add the real production URL there. You will delete one entry under clicked, complained, delivered, opened, permanent fail, temporary fail, and unsubscribed

• D15 – Go to Mailgun and under Receiving, edit the temporary production route so that the server name for forwarding is the real production server name

• D30 – Add client domain to Google Search Console.

• D30 – Yoast: Buy $89/year license and add domain at Yoast.com

• D15 – Add client domain to Google Analytics.

• D15 – DG – Replace licenses for correct prod domain for LearnDash by emailing Learndash; will likely take one business day, so do this before a Friday or we’re waiting for 3 days.

• D15 – Purchase license (if necessary) and add/update domain at Yoast for appropriate licensing; should be purchased earlier in process

• D5 – Enable search under Settings > Reading > Search Engine Visibility

• D5 – Re-add the two Notification Add-on licenses

• D5 – Ask development or WPE to kick-off a reindex of the production database

CSM: Final Pre-Pilot QA (consider pass/fail indicator by CSM)
2 hours

1. Sales Pipeline

• C60 – Confirm at least one area is created, and then test 4 leads forms for that area, and one area taxonomy that is not in that area (that does not have a master or area rep): /franchise, /quickadd, /tradeshow, and WP > New Prospect. Test that the following things occurred:
  • Use an area that has an area rep assigned to it
  • Prospect is assigned to the correct area.
  • Assign user “arearep” to the area and log in to confirm that the filtering and negative case for non-approp rep
  • Day 0 drip campaign to prospect
  • Short form to area rep, franchisor, others
  • Check that the “from” email address is the area rep, not the default email address

• C30 – Test the parsing of 3rd party leads by forwarding an email to leads@mg.BRANDNAME.zorzees.com (confirm brand name with dev)
  • Sample email to be forwarded should have this content in a different row.:
    • NOTE: The email address must be unique, so try one that has likely not been used before.
    • Last Name: test39-last
    • Email Address: test39@11.com
    • Work Phone Number: 1231231233  
    • Alternative Phone Number: 3456123123
    • Mobile Phone: 7889888888
    • Home Phone: 99999999
    • Country: USA City: honolulu
    • State: hi
    • Zip: 63131
    • Available Cash: Less than $250,000
    • Preferred Method of Contact: Phone
    • Timeframe: Now
    • Best Time to Call: Morning
    • Comments: Testing the sales form. Hope it works!

• C30 – Finish Lead Flow
  • Send FDD
  • Esign as the prospect
  • Confirm FDD receipts are emailed to appropriate parties (prospect, area rep, franchisor)
  • Confirm that the prospect flows through React filters at every step
  • Confirm FDD Receipt is clickable at the bottom of application

• C30 – Test that “Waiting Period Over” dates flip appropriately
  • Change Signed FDD dates on prospect application to 15 days ago
  • Click update
  • Tools > Cron
    • Run the “midnight cron” job
    • Confirm the prospect moves into Waiting Period Over
    • Run the “get email” job
    • Run the “send email” job
    • Confirm that the master (and possibly prospect if it is set up) receives the “waiting period over” emails

• C30 – Add a New FDD
  • Review what happens to prospects sent prior FDD; non-approved areas should not be able to sign, or they should sign in but see the “contact your area rep” message
  • Confirm that prospects in different areas receive the appropriate FDD
  • Confirm what happens to the FDD rows — expected?

2. Role Access – What Does Each Role See?

• C120 – First confirm that the test users are added to the site (franchisor-demo, franchisee-demo, storemanager-demo, arearep-demo, employee-demo).
• Review each role’s access level in the system: employee, franchisee, store manager, area rep, franchisor, real estate; consider uploading Field Options Json from Root site again if there are few client overrides
  • Left menu access
  • Field Options per CPT

3. Award a New Franchise

• C30 – Convert an existing prospect to a franchisee by changing application status to “Award Franchise.”
  • Confirm the two “welcome” emails are sent (franchisee and system)

• C30 – Add new store with appropriate fields
  • Validate it is on public map as coming soon

• C30 – Attach new location to a store go through the leasing stages (waiting for status dates to be finished)
  • Validate email alerts are sent at each stage to appropriate parties
  • Validate open store appears on map in correct place

• C15 – Confirm Customer Testimonials, groups, non-profits show up on the store page and are aligned correctly: Confirm all three show up

4. Test the Recruitment Process

• C30 – Have a job candidate submit a job; confirm the creation/submission with email alerts to parties

• C30 – Create new jobs at unit, area, franchise level

5. LMS

• C30 – LMS: Take course with multiple lessons as a franchisee and as an employee; take quizzes, earn certificate
• C30 – LMS In Learning > Settings > Visual Customizer > Customize Learndash > Interface Elements. Check last check box to hide points.

6. Operations & News Alerts

• C30 – Franchisee Operations: Access Ops page as employee, franchisee, area rep; make sure everything looks correct

• C15 – Operations Alert: Create franchisee Ops alert vs master Ops alert, and test receipt by appropriate party

• C30 – Master Operations: Access Ops page as franchisor and master

• C15 – News Alert: Create corporate alert vs master alert, and test receipt by franchisee, master, ops, and any others

7. React Filters

• C15 – Test react filtering for store and lead statuses

8. News Feeds

• C15 – News feeds for corp level: Confirm Facebook, Twitter, YouTube and IG are showing at corporate level (cannot test until dev team adds pages)

• C15 – News feeds at store level: Confirm Facebook, Twitter, YouTube and IG are showing at store level (cannot test until dev team adds pages)

• C15 – Test zip code search for locations

• C15 – Read through the onboarding checklist one final time again to confirm that nothing was missed.

CSM: Conduct 5 Training Sessions –> And Show Knowledge Base!
4 hours

• C60 – Conduct and record corporate training – managing franchise sales, updating operations, update notification content, updating operations, adding a news alert; Focus on Knowledge Base and Existing Help Content. Post to “Corporate” Online Training course.

• C60 – Conduct and record corporate training 2 — add areas, add stores, add locations, Atlas integration. Post to “Corporate” Online Training.

• C60 – Conduct and record franchisee training. Post to Franchisee Group

• C60 – Conduct and record master franchisee “intro” training. Post to Online Training.

• C60 – Conduct and record group leader training. Post to Online Training.