TargetX Engage Overview

TargetX Engage facilitates the management of 'walk-in' meetings at different locations across campus. Administrators can configure meeting rooms along with available Advisors. Students check-in, receive SMS confirmation messages and can view their place on the waiting list. Advisors can easily manage their Engage meetings, take notes, and maintain a history of student meetings. TargetX Engage has the following features:

Key Engage Terminology

Term

Description

Advisor Center

The Advisor Center is a Visualforce tab that is generated upon installation of the Engage package, specifically named Engage. This tab serves as the primary hub for Advisors to access various rooms and for Administrators to configure and edit the different rooms utilized within Engage.

Note: At present, the label 'Advisor Center' cannot be customized.

Check-In

Students report their arrival in a designated area by authenticating through either the In-Office Login URL or the Remote Login URL. Upon logging in, the student provides details about their visit and subsequently enters the queue.

Following a student's check-in, the In-Office URL confirmation page is displayed for a duration of 5 seconds before automatically returning to the login screen for registration. Conversely, the confirmation page associated with the Remote Login URL remains visible until the user manually refreshes the page.

The Remote login system is specifically tailored for individual student access to the page, whereas the In-Office login is designed to support multiple students utilizing the interface for check-in procedures.

Kiosk / Waiting list

The Kiosk URL, accessible under Room Information, represents the waiting list of students for a specific room. This page presents the waiting students in sequential order, along with the total number of students waiting. It is commonly displayed on a monitor within the room, enabling students to determine their position on the list.

Note: Access to the Kiosk URL necessitates that the user be logged in to Salesforce; that is, the URL is not accessible to the public.

Meeting Rooms

Meeting rooms are the unique Engage rooms that Administrators establish for different purposes. For instance, your institution might create meeting rooms based on departments, such as the Registrar's Office or Admissions Office. These rooms serve as designated spaces within the Engage platform, allowing for organized and department-specific interactions and collaborations.

Remote Scheduling Remote scheduling is a process that involves utilizing an Engage site, enabling students to register for appointments or events from any location, rather than requiring them to visit a physical office. 
Sign-in Fields

Sign-in Fields are the specific fields that a student is required to complete in order to check in to a designated room. These fields are defined by your Administrator within the Room Settings.