TargetX Support & Training

TargetX is Always Here to Help

We love our clients and we love what we do. Period. Our team members come from diverse higher education backgrounds, so we understand your concerns because we’ve been there before and leverage that knowledge to help empower your campus. We value meaningful collaboration with our client teams and know that a strong relationship can be an instrumental part of their success.

That’s why every client is assigned a dedicated TargetX Account Manager — to help contribute to the successful adoption of our solutions. Account Managers play valuable roles in our customers’ enrollment and retention strategies by serving as trusted advisors that challenge the status quo and inspire innovation on campus.

Our Unique Approach to Training

At TargetX, our approach to training is oriented towards long-term adoption of the CRM. To us, it’s not just about making sure you and your team know how to use the tools we provide (although that’s a big part of it!). More than that, our responsibility is to equip you with the technical knowledge, materials, and confidence so that you can help support your team in their day to day tasks.

Starting in Implementation with consultative sessions and technical knowledge, through the TargetXperience that teaches you how to deliver high-quality training programs, to webinars and Summit sessions, our team promises to work with you to unlock the full potential of the CRM and your users!

“TargetX stood out from the get-go. Because they were there every step of the way, they allowed us to create a culture of ‘if you can dream it, you can probably do it,’ with the scalability of their products and the dedication of their Support Team.”

Mark Deuel
Director of Operations & Data Management
Concordia University, Portland

The TargetXperience

The TargetXperience gives you the flexibility to send one, or a few CRM admins and power users to our office for two days of immersive training — and they’ll leave with the tools they need to bring the rest of your staff onboard.

This cohort training model goes beyond basic product knowledge and teaches your admins how to manage new user onboarding and gives your team the chance to network with other institutions who are also about to go live with TargetX.

Join the Xperience

Xpert Hub and Xpert Academy

TargetX offers two options for self-paced learning via our User Community. Both Xpert Hub and Academy are designed to equip you and your team with technical knowledge necessary for day-to-day CRM usage and administration.

Xpert Hub is designed with a focus on real-world application of technical product knowledge For example, the coursework walks you through the process of building an email template, and then adding a plaintext version, and conditional content, for example, rather than just explaining what each of those items are. Xpert Academy is also available to fulfill any basic training needs your institution may have for our basic product suite, and includes information about core functionality.

Request Xpert Hub Today

Xpert Certification

TargetX is excited to bring you the opportunity to verify your CRM skills and unlock opportunities through the launch of our Xpert Certification program! So, why should you get certified?

The Xpert Certification serves as evidence of your CRM skills and TargetX product knowledge mastery — helping you grow professionally within your current institution, or potentially become a stronger candidate for one of the hundreds of institutions leveraging TargetX on campus!

Get Xpert Certified

Learn How TargetX Can Help You Achieve Results