Email Trigger Tests

Introduction

This document outlines the testing plan for validating email triggers within the Slate to Banner integration. The goal is to ensure email notifications are accurate, timely, and aligned with application milestones and workflows.

Objectives

1. Verify email triggers activate correctly based on predefined conditions.

2. Ensure email content aligns with institutional guidelines and policies.

3. Identify delays, errors, or duplications in email delivery.

4. Validate that email responses are logged accurately in Slate and Banner.

Scope of Testing

• Emails to Test:

  1. Application Confirmation Emails.

  2. Checklist Update Notifications.

  3. Missing Document Reminders.

  4. Admissions Decision Notifications.

  5. Payment Confirmation Emails.

• Integration Points:

  • Trigger conditions in Slate.

  • Data transfer logs to Banner.

• Testing Personas:

  • New Student Applicant.

  • Transfer Student.

  • International Student.

  • Nursing Applicant.

  • Dual Enrollment Applicant.

Test Cases

Metrics for Evaluation

Recommendations

1. Optimize Trigger Conditions

   • Refine overlapping or redundant triggers to prevent duplicate emails.

2. Enhance Email Templates

   • Ensure clarity, personalization, and alignment with institutional branding.

3. Improve Monitoring and Alerts

   • Set up alerts for delayed or failed email triggers.

4. Conduct Regular Testing

   • Schedule periodic tests to validate email workflows, especially before major admissions cycles.

5. Provide Staff Training

   • Train admissions staff to troubleshoot email-related issues efficiently.