New Step: Check list membership

[iamEAP]

What / Why

As a Crank user, I should be able to check that a Pardot Prospect is a member of a list and whether or not the Prospect is opted out.

Proposed Step Name: Check Pardot List Membership Proposed Step Expression: the (?<email>.+) pardot prospect should (?<optInOut>(be opted in to|be opted out of|not be a member of)) list (?<listId>.+)

Proposed Step Fields:

• email (type EMAIL), the email address of the prospect
• optInOut (type STRING), one of be opted in to, be opted out of, or not be a member of
• listId (type NUMERIC), the ID of the pardot list

Proposed Step Records

• listMembership (type KeyValue, named List Membership), returned regardless of outcome anytime a ListMembership record is found. Guaranteed fields should include:
  • id (type NUMERIC)
  • list_id (type NUMERIC)
  • prospect_id (type NUMERIC)
  • opted_out (type BOOLEAN)
  • created_at (type DATETIME)
  • updated_at (type DATETIME)

Proposed Resolution

• Load the prospect for the given email address and note its ID.
• Query list memberships for the given listId and prospectId

Outcomes

• When optInOut is set to be opted in to
  • If no ListMembership is found, the step should fail: Prospect %s is not a member of list %d.
  • The step should pass if a ListMembership is found and opted_out field is false-y (e.g. not set or false or 0)
  • If the opted_out property is truth-y, the step should fail: Expected prospect %s to be opted in to list %d, but the prospect is opted out.
• When optInOut is set to be opted out of
  • If no ListMembership is found, the step should fail: Prospect %s is not a member of list %d.
  • The step should pass if a ListMembership is found and opted_out is truth-y (e.g. set to 1).
  • If the opted_out property is false-y, the step should fail: Expected prospect %s to be opted out of list %d, but the prospect is opted in.
• When the optInOut is set to not be a member of
  • If no ListMembership is found, the step should pass.
  • If a ListMemberShip is found, regardless of its opted_out property, the step should fail: Expected prospect %s to not be a member of list %d, but a list membership was found.
• In any case, if there is no prospect for the given email address, the step should result in an error: No prospect found for email %s

[iamEAP]

Some sample UAT scenarios:

scenario: Static List Membership
description: Proves list membership check works for static lists

tokens:
  test.email: static-pi@example.com

steps:
- step: Given I navigate to http://go.pardot.com/l/811013/2019-10-16/3mxyx
- step: And I fill out .qat-email-address input with {{test.email}}
- step: And I submit the form by clicking input[type="submit"]
- step: When I navigate to http://go.pardot.com/emailPreference/e/epc/811013/73l8a8WE9ADUxfXqsuccHNdSbUtyYnSPsF84xjhVW0g/411
- step: And I fill out input#list_20395 with 1
- step: And I submit the form by clicking input[type="submit"]
- step: Then the {{test.email}} Pardot Prospect should be opted in to list 20395
- step: Finally, delete the {{test.email}} Pardot Prospect

scenario: Dynamic List Membership
description: Proves list membership check works for dynamic lists

tokens:
  test.email: dynamic@example.com

steps:
- step: Given I create a Pardot Prospect
  data:
    prospect:
      email: '{{test.email}}'
      utm_campaign: DynamicSubscribe
- step: Then the {{test.email}} Pardot Prospect should be opted in to list 20397
- step: Finally, delete the {{test.email}} Pardot Prospect