TX Print Overview

What is TX Print?

TX Print is a built-in tool within the TargetX suite (Recruitment Manager & Retention) that enables users to create, preview, schedule, and batch-print physical communications like letters, envelopes, or labels and generate Print Jobs to run immediately or on a set schedule.

Why TX Print?

Built-in Alternative to Conga Composer: TX Print eliminates the need for third-party tools, allowing you to create, manage, and print documents entirely within TargetX.

Flexible Data Sources: Generate print jobs using either Salesforce Reports or CSV files. No Salesforce login is required for CSV-based mailings, making it easy for non-Salesforce users to contribute.

Smart De-Duplication: TX Print automatically detects and filters out duplicate entries, ensuring that letters are printed only for new or updated records.

Scheduled Print Jobs with Automation: Streamline your mailing workflow by scheduling print jobs to run daily, weekly, or monthly. TX Print combines document creation with automatic de-duplication, so you’re always sending accurate, up-to-date communications without manual intervention.

Log Contact Activity: When you create a Print Job in TX Print, you can Log Contact Activity Records as part of the configuration. This will create a record on the Student’s Activity tab.

Accessing TX Print

Users are authenticated using TargetX User Management or Salesforce. TargetX recommends using Salesforce Authentication.

1. Navigate to home.targetx.com
2. Users can also bookmark your specific login URL, such as:

https://auth.targetx.com/<YOUR SHORT CODE>/sign-in

3. If required, enter the Short Code for your institution and click Continue.

Note: If you use a bookmark to your login URL, you will not need to enter the Short Code. For example:

https://auth.targetx.com/<YOUR SHORT CODE>/sign-in

3. Click Sign In with Salesforce or Sign In with TargetX.
4. Enter your credentials.
5. You may see multiple tiles depending on the products you have access to. Click the Print tile:

If you plan to authenticate with Salesforce, make sure Users sign up using their Salesforce Username, NOT the Salesforce Email:

Getting Started with TX Print