End-to-End (E2E) Testing Guide

End-to-End (E2E) testing is an important step before your Staffino setup goes live. It ensures that all parts of the process, from data import to feedback collection, work smoothly in an environment that mirrors production. This article explains what you, as a client, are responsible for, what Staffino supports you with, and what to focus on during the test.

E2E testing is the final checkpoint before launch. It confirms that:
– Your data transfer works as expected.
– Email or SMS feedback requests are delivered correctly.
– The survey content, design, and logic are correct.
– Feedback is successfully recorded in the Staffino platform.

When done properly, it helps avoid surprises on launch day.

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Who Is Involved

E2E testing is a joint effort that requires collaboration between your team and Staffino. The following roles are usually involved:
– Client key users: usually from business and/or operations, who validate the questionnaire and check the results.
– Client IT team (if needed): to confirm correct data transfers.
– Staffino Implementation Team: to guide the process, monitor the system, and support troubleshooting.

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Step 1: Prepare Your Test Data

Before testing can start, you’ll need a sample data file that matches your production setup.
1. Use the same format and method as you will in production (API or SFTP).
2. Prepare a sample file with a limited set of interactions and test contacts.
3. Make sure the document reflects your production setup (1:1 match).

Step 2: Check the Email or SMS Template

Once test requests are sent, make sure they look and feel exactly as you expect.
1. Verify the email subject, sender name, and sender address.
2. Review visuals, text alignment, grammar, and placeholders.
3. Confirm that the first question displays correctly.
4. If reminders are configured, check that at least one reminder is triggered (leave one test request unopened).

Step 3: Test the Flow

Go through the full feedback journey as if you were a real customer.
1. Check that all conditions, pages, and branching logic work correctly.
2. Review visual elements such as scales, stars, or company colors.

Step 4: Validate Feedback Recording

After submitting test responses, confirm that the data is stored correctly.
1. Confirm that test feedback appears in Feedback Management.
2. Make sure it is linked to the correct venue/team and employee.
3. Check if all attributes are displayed in the right fields.
4. Verify that results are visible in Results.

Step 5: Staffino Clean Up After the Test

Don’t worry, this step is handled fully by the Staffino team, just relax while we tidy up in the background.
1. Mark test feedback as spam, so they won’t be visible in Feedback Management.
2. Delete imported test data rows.
3. Double-check in Feedback Management and Distribution test items are removed.
4. Reset any trigger throttling settings adjusted for testing.

Step 6: Confirm the Test

The final step is to officially sign off that everything works as expected.
1. Send an email confirmation to Staffino PM that the E2E test is accepted. This includes confirming that:
– Questionnaire content and format are correct.
– Feedback requests were delivered.
– Feedback was recorded as expected.

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After successful E2E testing

With E2E testing done and approved, you’re all set for a smooth move into production.

1. Staffino switches your system into production mode.
2. Triggers remain off until your agreed launch date.
3. On launch week (always starting Monday or Tuesday), we’ll move step-by-step from small data sets to full live operation, with Staffino monitoring closely.

Think of E2E testing as your dress rehearsal, once it’s done, the big show (your launch) will go off without a hitch. And remember, you’re never doing it alone: our team is here to guide you every step of the way.