WIP Recruitment Manager Quick Start Guide for Administrators

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Overview

The TargetX Recruitment Suite empowers admissions teams to build stronger relationships with prospects by leveraging best-of-breed communication tools that automatically track student engagement throughout the recruitment cycle, all in one comprehensive CRM. The Recruitment Suite includes numerous tools:

Application Review Tool (ART) enables users to easily annotate and delegate applications to different reviewers, and get admission decisions to students faster.
Application Requirements Manager (ARM) enables the requirements for an application to be created and managed automatically.
Data Imports seamlessly import large volumes of related records into the CRM from sources like search lists, test scores, or application data.
Email enables users to build emails with an easy drag-and-drop editor, mobile preview, audience segmentation, and campaign automation.
Events Management streamlines events with mobile-first registration forms, customized registration confirmation pages, and more.
TX Forms facilitates the creation of web forms for inquiries and events that record submission data on the student record in real time.
Online Application is a mobile-first online app that allows students to start or complete their application from any device.
TX Print is a tool for printing letters, envelopes, and address labels. Users can also use this tool to easily build, test and print decision letters.
Student Portal allows users to easily create an engaging experience for constituents that is tailored and targeted. You can deliver content and targeted messages to your constituents and publish to a Community.
Telemarketing facilitates the Launch and tracking of personalized call campaigns from birthdays to application follow-ups with queues and analytics.
Territory Assignments enable the creation of prospect groupings based on any criteria and automatically assign to recruiters.
Text Messaging using TX SMS allows users to set up multiple inboxes and manage individual and bulk message sends from the TX SMS tool using a Salesforce or TargetX login. TX SMS is a self-service tool powered by Twilio, our messaging provider.
Travel Planner enables users to build and manage their counselors' travel itineraries as they attend off-campus admissions events throughout the year.

Key Recruitment Manager Terminology

Term	Description
Activities	Used to track interactions with Contacts. Includes Calls, Emails, and Task Reminders.
Activity Timeline	Displays Tasks and Emails for All User Activities by Default
App	A collection of components, such as tabs, reports, dashboards, and pages that address a specific business need. Examples: Email, Events.
Checklist Items	Individual records for a given application's requirements, with their completion status.
Contact	The Student record. Includes basic contact, biographic, and demographic information.
CRM	Customer Relationship Management: A system to manage data and information for building and cultivating relationships.
Object	A Database table such as Accounts, Contacts. Standard vs Custom objects.
Org	Organization: an instance of the Salesforce platform that is unique to your institution.
Profile Builder (Source to Master)	Enables the set up of roll-up fields to mirror data stored on the Enrollment History object, Test Object, Inquiry Object and Application Object into roll-up fields on the Contact/Student Object. For example, if the student has multiple applications, you can display the most recent application decision on the Contact object.
Record	A single instance of an object. For example, John Smith's Contact record.
Roles and Contextual Scoping	Constituency Roles deliver a field, Role, on the Contact object that allows Sharing rules to be enforced to control record-level access and identify groups for communications.
Salesforce	An open platform on which TargetX is built.
Tab	A link to a specific piece of functionality.

Architecture/Data Diagrams

Data Hierarchy

Refer to this diagram if you are not using accounts and affiliations or EDA relationships. If you choose to include or integrate other aspects of EDA and start to use affiliations or relationships later on, you can always reintroduce this model using the TargetX and EDA diagram.

TargetX RM data hierarchy diagram

TargetX and EDA

The Education Data Architecture (EDA) is a data architecture designed to help educational institutions use Salesforce out of the box. For more information on EDA, see the Salesforce Help & Training Article Get Started with EDA. For information on how TargetX and EDA work together, see TargetX and EDA Readiness Guide.

TargetX and EDA diagram