Student engagement

TX Forms are browser-based, mobile-responsive forms built and managed inside TargetX. Each form is tied to Salesforce objects like Leads, Contacts, or Events, making it easy to route data to the right records automatically.

Key Features:

- Drag-and-Drop Form Builder: Easily design forms without the need for any coding skills.

- Custom Field Mapping: Seamlessly integrate form fields with Salesforce for smooth data synchronization.

The TargetX Events module makes it easy to build eye-catching events, manage attendees, automate communication plans specific to your event type, and measure your success.

Build the perfect event, from promotion to registration, without designers or IT.

Design eye-catching events like a pro and increase registration using our simple drag-and-drop editor. You can even build and promote events that contain sub-events or breakout sessions. Since 90% of today’s students are accessing the web via mobile, TargetX Events offers a mobile-first registration interface so students can sign up for any campus event from their smartphone without hassle. This also applies to off-campus events— using the location-based filtering tool, students can search, view, and register for events within their zip code or postal code.

Ditch the clipboard and highlighter— manage your attendees, your way.

With real-time attendance notifications and waitlist tracking, you’ll be able to properly allocate resources to your event ahead of time. Plus, TargetX Events attaches individual QR codes to attendees’ registration confirmation to streamline the check-in process on the day of your event. No WiFi at the event’s location? No problem! Offline check-in is also supported by our event management tool, so you can kiss the ol’ clipboard and highlighter goodbye for good.

Save time and deliver a personal touch by automating all of your event communications.

Send targeted communications to students that drive engagement from the moment they sign up for an event through follow up once the event has ended. You have the ability to create custom communication plans for each of your institution’s event types that include confirmation emails, reminder text messages, follow up surveys, and more.

Discover which events are working (and which aren’t) with robust event reporting.

Measure the success of your events in real time with attendee tracking, lead capture, and powerful analytics. In addition to the pre-configured event report templates provided, staff members can easily create their own reports, dashboards, and filter views to determine the ROI of campus events. Spot trends and identify which events move the needle for students based on actual data, rather than guesswork, so you can fine-tune your event strategy or try something completely new.

The Appointment Scheduler feature in TargetX Events allows students to easily schedule appointments with advisors, staff, faculty, or service centers. To ensure the unique validation, identification, and association of a student with an appointment, TargetX Appointment Scheduler requires the authentication of the student within a TargetX community.

Appointments can only be accessed through the Appointment Scheduler community for Students. Users with the appropriate permissions can view Appointments and Interviews on the Appointment Calendar.

In the Appointment Scheduler, students have the ability to:

- Schedule appointments by filtering for modalities such as In-Person, Virtual, or Phone.

- Schedule interviews.

The TargetX Portal is a mobile-first interface that’s easy to build and personalize, while being flexible enough to grow and change with students throughout the lifecycle. Mobile-first, dynamic experience that can change with students throughout the lifecycle.

The TargetX Portal allows you to create dynamic, personalized portal experiences for students at any stage of the constituent lifecycle. Portals can be created for prospective students, applicants, current students, and any other constituency managed within the CRM including, but not limited to parents, guidance counselors, and more. Providing portal content that’s based on a student’s unique interests from data collected within the CRM is a game changer for institutions looking to enhance the student experience and foster meaningful relationships. Best of all, the TargetX Portal is built 100% mobile-first, supporting a seamless, modern experience across all devices. Drag and drop your way to beautiful, eye-catching portals— without designers or IT.

Easily create professional-looking portals by dragging and dropping any field (or combination of fields) into our Portal Builder. Make your portal stand out by adding images, embedded video, or dedicated widgets for application status, requirements checklist management, and event management. You even have the ability to add multiple pages to a portal for even more personalization. There’s no need for knowledge of HTML code so you can build a great portal experience for students without designers or help from IT— saving precious time and resources.

TargetX’s email platform allows you to easily create dynamic email templates, hyper-segment your audience, automate communication flows, and optimize campaigns with real-time analytics.

Drag and drop your way to branded, mobile-friendly emails without designers or IT

Design eye-catching emails like a pro using our simple drag and drop editor. Customize email template layouts, add calls-to-action, drop in images, and even change colors to match your institution’s unique branding guidelines. Then, put your design to the test by previewing your email across multiple devices on your own— no need for designers or developers.

Segment your audience to add the level of personalization that students expect

Increase open rates and click-throughs with segmented communications that make students feel like more than just another {{first name}} merge field. Configure email campaigns using powerful audience segmentation based on almost any field or data point on a student’s record within the CRM. Leverage custom merge fields and conditional content blocks to insert individualized information such as application status or remaining checklist items for a more personal touch.

Automate email campaigns to consistently deliver the right message at the right time

Drive more conversions with less effort by fueling prospect nurturing efforts with robust email campaign automation. Build workflows based on specific enrollment criteria to send the right email at the right time for enhanced student engagement. For instance, you can easily create a workflow that automatically adds students to an applicant conversion drip campaign once they click the “Apply Now!” call to action within your admissions marketing email.

Discover what’s working (and what’s not) with built-in, real-time email analytics

Optimize email marketing campaigns with detailed engagement analytics. TargetX Email Campaign Intelligence Reports track open rates, click-throughs, precise links accessed at the recipient level, bounce rates and opt-outs. These metrics help you identify what your audience really cares about based on actual data, rather than guesswork, so you can adjust your strategy accordingly or try something completely new.

The Student Success Center serves as an optimized, strategic view of every student your office is assisting. You can segment students 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.