Review Collection Automation: Compliance and Consent Gate (QA)

Review Collection Automation: Compliance and Consent Gate (QA)

1. 01

   Map the data flow from collection point to display surface

   Document every channel where reviews are captured (email, SMS, QR code, on-site widget) and trace where that data lands, including any third-party processors or storage locations.

2. 02

   Verify consent mechanisms meet regional regulations

   Check that each collection method includes clear opt-in language and that consent records are stored with timestamps, covering GDPR, CCPA, and any client-specific requirements.

3. 03

   Confirm review content is moderated for prohibited or sensitive data

   Review the moderation settings in the platform to ensure automated filters catch personal data, offensive language, or competitor mentions before publication.

4. 04

   Test the display widget for accessibility and performance impact

   Load the testimonial wall on a staging site to check that it does not degrade page speed beyond 200ms and that it meets WCAG 2.1 AA contrast and keyboard navigation standards.

5. 05

   Validate that review request timing respects customer preferences

   Ensure automated requests are not sent to customers who have opted out of marketing communications and that the send cadence aligns with the client's service delivery milestones.

6. 06

   Document the audit trail for each review's lifecycle

   Record when a review was collected, edited, hidden, or deleted, and who performed the action, to provide a clear chain of custody for client or regulatory review.