Manage Walk-in Appointments Across Campus with TargetX Engage
Provide a great service experience to increase student satisfaction by efficiently scheduling and managing walk-in appointments across campus.
Improve the student experience by eliminating long lines for different offices on campus.
Today’s students expect the same level of individualization and attentiveness they receive during the admissions cycle to translate into their in-person interactions with student services upon enrollment. With TargetX Engage, your institution can eliminate long lines and deliver the direct support students need — quicker. Students can view the current waiting queue in real-time with a dynamic display to track their place in line and receive an automated text message when their advisor is ready to meet.
Efficiently schedule and manage student walk-in appointments.
TargetX Engage provides a seamless platform for scheduling and managing students’ walk-in appointments that empowers staff to cater each meeting to a student’s actual needs, with meeting intent information and the student’s personal information from the TargetX CRM at a counselor’s fingertips. Having effective, individualized conversations with students helps build meaningful relationships that contribute to increased student satisfaction.
Boost staff productivity and increase operational efficiencies.
Staff can view the current waiting queue and each student’s purpose for meeting, re-prioritize that queue, and select students from the queue to conduct more meaningful meetings. Plus, advisors and counselors can take notes from each session that are automatically logged to a student’s record in the TargetX CRM. That way, no time is wasted compiling handwritten notes and meeting history is maintained the next time a student returns.
TargetX Retention Suite Provides the Tools You Need to Improve Student Success
Create beautifully-branded print pieces, queue print campaigns, and track each mailing as part of your communication plan.
Automate business processes to minimize administrative work on the backend for staff and maximize their time spent supporting students.
Launch and track personalized call campaigns from birthdays to registration deadline reminders with queues and analytics.
Create web forms for support services inquiries and events that record submission data on the student record in real time.
Keep Students Connected and Delighted Throughout the Student Journey
Go beyond the traditional student lifecycle with the TargetX suite of solutions. Delight your students in every interaction, every communication, and every click with out-of-the-box technology that puts the student experience front and center in recruitment and retention.
Best of All, TargetX Plays Well With Others:
TargetX 💕's Salesforce.org
TargetX is a proud partner of Salesforce.org, and all of our solution suites are certified HEDA core compatible. Salesforce.org is the higher education and nonprofit branch of Salesforce.com, the #1 CRM platform in the world.
Visit the Salesforce AppExchange to find a community of partners that can further enhance your TargetX CRM and the student experience!
TargetX CRM + Your SIS = 🤝
TargetX institutions have bi-directional integrations with student information systems like Banner, Colleague, PeopleSoft, PowerCampus, Jenzabar, and even homegrown or mainframe systems. TargetX also integrates with data management providers like Axiom to validate data accuracy, prevent duplicate records, and increase productivity.
Easily Process Payments in TargetX 💰
TargetX integrates with common higher ed payment gateways like PayPal, TouchNet, Elavon, HigherOne/CASHNet, Nelnet, CyberSource, ACI/OPC, and many more. All payments collected through your preferred payment gateway are automatically recorded on the student record in the CRM.
TargetX Supports Your Centralized App 📝
TargetX provides functionality to directly load data and documents from online applications like the Common Application (SDS), CAS applications like GMAC (LOR), and statewide application services like ApplyTexas into the CRM. Many institutions choose to adopt the TargetX Online Application in addition to their centralized application to support an improved student experience.
TargetX Keeps Your Score Data 💯
TargetX provides pre-built file imports and releases for test score providers including SAT, ACT, TOEFL, GMAT, GRE, Advanced Placement, and many more. TargetX also supports direct integration with Parchment for transcript management and offers imports for various search/marketing data providers such as NRCCUA, SSS, and Cappex.
TargetX Plays Well With Others:
TargetX institutions have bi-directional integrations with their existing student information system. Plus, TargetX provides pre-built imports and releases annual updates for common higher ed test score providers, transcript management systems, search/marketing data providers, centralized applications, and payment gateways to minimize administrative work in the CRM and maximize time spent supporting students.