TX Print Overview
TX Print is a tool for printing letters, envelopes and address labels. You can also use this tool to easily build, test and print your decision letters.
TX Print replaces Conga Composer and is bundled with Recruitment Manager and Retention. TX Print currently supports both Salesforce Reports and CSV files (CSV files do not require a Salesforce account). Users can create Templates for Letters, Envelopes, or Labels and generate Print Jobs to run immediately OR on a set schedule.
TX Print’s Automation feature combines the capabilities of printing letters, envelopes, and address labels with the ability to set up Print Jobs on a schedule. Pick a schedule that works for you - daily, weekly, or monthly, TX Print can automatically de-duplicate your report - only printing letters for a new or changed row.
Accessing TX Print
Users are authenticated using TargetX User Management or Salesforce. TargetX recommends using Salesforce Authentication.
- Navigate to home.targetx.com
- Users can also bookmark to your specific login URL, such as:
https://auth.targetx.com/<YOUR SHORT CODE>/sign-in
- 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
- Click Sign In with Salesforce or Sign in with TargetX.
- Enter your credentials.
- 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:
