Transform your enrollment management operations, shape your class, and power admissions productivity with intuitive, mobile-first functionality designed just for your needs.
Partnering with TargetX Premier Services to conduct expert training sessions helped us fine-tune what we were trying to achieve, identify where the gaps were between business decisions, and determine how the platform should be set up to support those goals.
University of North Texas at Dallas
Assistant Vice President for Enrollment Management and Executive Director for Undergraduate Admissions
With mobile-first technology solutions, TargetX Recruitment student enrollment management software lowers the barriers to entry for students during the admissions process and converts more prospects into applications. We know students increasingly use only their mobile phones to complete applications, so TargetX is designed to deliver a seamless experience across devices. TargetX Recruitment lets you review and manage submitted applications on the go with ease, leaving notes and scores for other reviewers to consider during the review process. Then, you can instantly post your admission decision with an interactive, customized student portal.
TargetX Engage facilitates the management of "walk-in" meetings at different locations across campus. Administrators can configure meeting rooms along with available damation messages and view their place on the waiting list. Advisors can easily manage their Engage meetings, take notes, and maintain a history of student meetings.
TargetX Engage has the following features:
- The Advisor Center (available via the Engage tab) displays the Rooms available for advising meetings. From here, you log in to view/edit Room Settings, add students to the queue, or view the current waiting list.
- Multiple Engage rooms can be created for different meeting reasons and used simultaneously depending on your business needs. For example, you might have a room for the Registrar's Office, with reasons like "Add/Drop classes" or "Change Major," and another room for Career Development with reasons like "Resume Review" or "Practice Interview." You can also define Hours of
Operation and specific locations for each room.
- The Check-in window is used to check in students, allowing the selection of an advisor and a reason for the meeting.
- The Kiosk/Waiting list is displayed in your reception area/waiting room so students can see their placement in the queue. When an advisor has "picked up" a meeting, the student's listing will display as "Ready." Once a session is started, the student is removed from the waiting list.
- The Advisor Room Queue is what advisors see when they log in to a specific room. From this view, they can add students, prioritize the list, and "pick up" their next meeting.
- Administrators can also set up an Engage site to facilitate an online appointment scheduling queue that allows students to sign up for Engage appointments from home unauthenticated.
- Review the Engage Staff Experience video and Engage Student Experience video to learn how to utilize the tool for both your staff and students.
- Advisors can add multiple students to an Engage meeting to create and manage group sessions.
TargetX Recruitment helps you make data-informed decisions. Aligned to your enrollment strategy and engaging students across the student lifecycle, TargetX leverages student data and insights from your campus Student Information System (SIS) and other platforms.
This student enrollment management software enables you to create a single dashboard of students’ needs with a snapshot of all of a student’s data—from event registrations to communication touchpoints to financial aid information—all in the same place.
With data at your fingertips, you can easily build dynamic reports and generate actionable dashboards to analyze the success of new admissions and enrollment initiatives.
From the moment you partner with us, Liaison Services will be with you each step of the way. Whether it’s through the implementation, training, continued support, or our managed services, you will engage with our team on a regular basis. Our focus is on empowering your team to succeed because your success is our priority.
Liaison is more than a solutions provider; we’re a partner for your success. We know that choosing a CRM solution is just the first step toward achieving your goals. Implementation Services is dedicated to ensuring that you and your team successfully achieve your recruitment and retention targets through our CRM solutions. We will challenge you to consider your business processes and whether they are operating as efficiently and effectively as possible. We will consult with you to ensure that the system is configured to meet your needs.
Attract your ideal students and streamline the admissions process with our mobile-first applications, personalized student portal, and custom communication tools.
Build strong relationships through tailored outreach and provide students with a seamless experience from inquiry to enrollment.
Make informed decisions with powerful analytics that provide insights across recruitment, admissions, and student engagement.
TargetX is a proud partner of Salesforce, and all TargetX CRM solutions are certified EDA core compatible. Salesforce supports higher education and nonprofits as 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 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.
TargetX integrates with common higher ed payment gateways including 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 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 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.
