360 Degree success planning for current students, all in one convenient dashboard.

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The TargetX Student Success Center is your personal “mission control” to manage current students, providing a comprehensive view of all retention initiatives on campus. Using this robust dashboard helps counselors quickly identify which students need additional help and which students are persisting.

TargetX Student Success Center Dashboard

Create personalized action plans to support student success through graduation.

The TargetX Student Success Center serves as an optimized, strategic view of every student your office is assisting. Students are able to be segmented into cohorts, and you can toggle between a timeline view of those specific cohorts or an individual student. From there, you can easily customize action plans based on a student’s activity and engagement (or lack thereof) to better support their unique needs. As you work with students individually, you can take notes on their progress, add new action plan items or tasks, and mark components as complete. You can even create action plan templates based on student type with key events and milestones to save time for success staff.

Identify at-risk students with early alerts and give kudos for proactive behavior.

In addition to action plans, the Student Success Center is equipped with early alert functionality so you can provide a more prescriptive approach to student success before it’s too late. Your team determines the criteria for early alerts, so you can add triggers that are unique to your institution and outside of standard best practices. This applies to referrals as well, which means your team is instantly notified once a student has been referred to support services and all associated interactions are tracked on the student record in the Retention CRM. On the flip side, you can acknowledge students who are taking a proactive path to their success by giving them kudos and incorporating this recognition into your communication plans.

TargetX Student Success Center Student Detail Dashboard

“For us, it wasn’t about collecting more data, but about connecting the data we already have to the right people and to the needs of the student through the TargetX Retention Suite.”

Stacy Gato
VP for Enrollment Management
Averett University

TargetX Retention Suite Provides the Tools You Need to Improve Student Success

Print Mailings

Create beautifully-branded print pieces, queue print campaigns, and track each mailing as part of your communication plan.

Workflow Automation

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.


Keep Students Connected and Engaged
Throughout Their Unique Journey

Go beyond the traditional student lifecycle with the TargetX suite of solutions. Engage your students with 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.


Recruitment Suite

Transform enrollment management and power admissions productivity with intuitive, mobile-first functionality designed just for higher ed.


Retention Suite

Build meaningful connections with current students and improve their experience with prescriptive technology that drives outcomes.

Best of All, TargetX Plays Well With Others:

TargetX 💕's

TargetX is a proud partner of, and all of our solution suites are certified EDA core compatible. is the higher education and nonprofit branch of, 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.

Learn How TargetX Can Help You Achieve Results