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Configuring Engage

Configuring Engage
Configuring and customizing Engage features.

This guide provides an overview of articles related to TargetX Engage Settings.

  • Configuring Engage Settings
    Engage Settings will display settings for SMS Endpoint, API Key and Enabling Sandbox in addition to allowing Administrators to set the Preferred Name Field.
  • Creating QR codes for check-in to Engage on-site rooms
    Steps to create a QR code for your remote login URL that you can post anywhere, so students can sign in on their personal devices but still have a face-to-face meeting if necessary.
  • Enabling Engage notifications
    You can enable or disable SMS notifications for Room(s) by following these steps.
  • Managing Engage Rooms
    Steps to create a new room in TargetX Engage and customizing Engage Room Types.
  • Managing Engage Waitlists
    Once a student has checked in, they will display on that room’s Waiting List. Description of how the list of students waiting for Advisors in each room is ordered and prioritized. Steps to add instructional text to the Engage Waiting List
  • Using Quick Text in Engage
    The Quick Text feature in Engage allows you to insert a pre-set response for common topics.

 

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