TargetX Functionality and Salesforce Licensing
All TargetX features are compatible with both Sales Cloud and Service Cloud licenses. Access to Salesforce and TargetX features are based on your subscription and are subject to change. Please refer to the official documentation for the latest updates.
Constituent and Recruitment Management
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Contacts: Create/Read/Edit View and manage records associated with individuals (e.g. students, counselors, parents, etc) |
Salesforce | ✓ | ✓ | - | - |
| Organizations (Accounts): Create/Read/Edit View and manage records for institutions (e.g. high schools, universities, companies, community organizations, etc.) |
Salesforce | ✓ | ✓ | - | - |
| Form Building Create, manage, and deploy web forms; includes offline form access via mobile device (user access to form building limited to number of licences purchased; there is no limit to the amount of forms created or responses received) |
TargetX | ✓ | ✓ | - | - |
| Territory Management Create, manage, and deploy rules for assigning contacts and organizations to territories/staff members based on institutional rules via drag-and-drop tools |
TargetX | ✓ | - | - | - |
| Prospect/Recruit Scoring: Define Scoring Critera Manage and update scoring and weighting rules for constituent populations |
TargetX | ✓ | - | - | - |
| Prospect/Recruit Scoring: View Student Scoring View scorecard and individual score values on contact records; scoring can also be used in list views and reports like any other field. |
TargetX | ✓ | ✓ | - | - |
Event Management, Appointments, and Interviews
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Events: Create & Manage Events View and manage events and all event-related settings (except for invite-only campaigns; all other functionality remains) |
TargetX | ✓ | ✓ | - | - |
| Events: Manage Invite-Only & Recurring Events & Interviews Includes/adds the ability to make an event invite-only and restrict access to the event to a defined group of contacts via the Campaign object; without this, CRM users can still make events private and/or hidden and create individual, one-time events |
TargetX | ✓ | - | - | - |
| Events: Contact-Level Event History View history of all events a contact has signed up for, attended, cancelled, etc on the contact record |
TargetX | ✓ | ✓ | - | - |
| Events: Check-In Attendees View event registration lists and tick students as attended to an event; check-in can be completed via web, QR code/reader, and TargetX event check-in app (with offline access) |
TargetX | ✓ | ✓ | - | - |
| Events: Register for Events End users (typically students/parents) can search for/view events, and register themselves along with guests; includes waitlist functionality and automated communications/reminders; does not require authentication/login, but can also be accessed via TargetX Portal (which is authenticated) |
TargetX | ✓ | ✓ | ✓ | ✓ |
| Travel Planner: Create/Manage Trips Add events to itineraries for trips along with notes, key contacts, and confirmation details |
TargetX | ✓ | ✓ | - | - |
| Appointment & Interview Scheduler: Set Appointment Availibility Users can define days and times of appointment availibility, time block sizes, and blackout periods. |
TargetX | ✓ | ✓ | - | - |
| Appointment & Interview Scheduler: Create & Manage Interview Slots View and manage interviews and all interview-related settings (except for invite-only campaigns; all other functionality remains) |
TargetX | ✓ | ✓ | - | - |
| Appointment & Interview Scheduler: Schedule Appointments/Interviews End users (typically students) can log in, search for available appointments and/or interview slots, and schedule as desired; includes the ability to download calendar file |
TargetX | ✓ | ✓ | ✓ | - |
Communications
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Email: Build Email Templates Create, manage, and deploy email templates within TargetX Email |
TargetX | ✓ | - | - | - |
| Email: Send Individual Emails Send one-off emails (ad-hoc and template-based) from a contact record in the CRM; there is no limit to the volume of emails sent; includes email tracking and opt-out management |
Salesforce | ✓ | ✓ | - | - |
| Email: Send List Emails from List Views Within Lightning, send emails (ad-hoc or template-based) to up to 200 contacts/campaign members from a standard list view; max. 5,000 daily sends across all users; includes email tracking and opt-out management |
Salesforce | ✓ | ✓ | - | - |
| Email: Send Mass Email Campaigns Send mass email campaigns (template-based) to groups of contacts using the TargetX Email tool; there is no limit to the volume of emails sent; includes email tracking and opt-out management |
TargetX | ✓ | - | - | - |
| Email: Global Campaign Results View detailed campaign-wide results from mass email campaigns sent via TargetX (e.g. overall open rate, clickthroughs, etc) |
TargetX | ✓ | - | - | - |
| Email: Contact-Level History/Results View history of emails sent to individual contacts via TargetX directly on the contact record; includes deliverability information (e.g. opens, clicks, etc) and the ability to view a copy of the email sent |
TargetX | ✓ | ✓ | - | - |
| Email: Resend Emails Allows users to resend an individual email to a contact originally sent in mass via TargetX Email |
TargetX | ✓ | - | - | - |
| Email: Outlook/Gmail/CRM Plug-In Syncronise event and emails between the CRM and Outlook/Gmail; plug-in automatically looks up contacts from emails and displays relevant information within Outlook/Gmail; requires institutional IT setup |
Salesforce | ✓ | ✓ | - | - |
| Text Messaging: Send Text Message to Contact Send a 1:1 text message to any contact from their record |
TargetX | ✓ | ✓ | - | - |
| Text Messaging: TX SMS View, manage, and reply to all text messages sent between contacts and your institution in TX SMS. Bulk message groups of contacts. |
TargetX | ✓ | ✓ | - | - |
| Text Messaging: View SMS History View bulk message history for individual contacts on their record from TX SMS. |
TargetX | ✓ | ✓ | - | - |
| Text Messaging: View SMS History in TX SMS View bulk message history for individual contacts in TX SMS, not within Salesforce. |
TargetX | ✓ | ✓ | - | ✓ |
| Text Messaging: View SMS History View bulk message history for individual contacts on their record. |
TargetX | ✓ | ✓ | - | - |
| Letters & Mailings Create mail merges; includes the management of templates and downloading of merged letters, labels/name tags, and envelopes (user access limited to number of licences purchased) |
TargetX | ✓ | ✓ | - | - |
| Telemarketing: Create Campaigns View and manage campaigns for phone-based outreach; includes the ability to define lists/populations of contacts to be called |
TargetX | ✓ | - | - | - |
| Telemarketing: Callers Access calling lists & leave notes/outcomes from calls |
TargetX | ✓ | ✓ | - | - |
Online Application and Portal
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Online Application: Application Configuration Create, manage, and deploy online application forms; includes configuration options for entry terms, conditional/branching logic, custom sections, and more |
TargetX | ✓ | ✓ | - | - |
| Online Application: Checklist Management Create, manage, and assign checklist requirements to applications |
TargetX | ✓ | ✓ | - | - |
| Online Application: Submit Applications & Checklist/Supplemental Items End users (typically students) can start, resume, and submit applications directly through the CRM along with any associated application fees |
TargetX | - | - | ✓ | - |
| Portal: Configuration/Management Create, manage, and deploy portals for various institutional constituents (e.g. students, parents, etc); includes functionality to control branding, utilize merge fields, and display conditional content based on constituent information; portal managers can also embed widgets for the online application, checklist, events, and text/image/video blocks |
TargetX | ✓ | ✓ | - | - |
| Portal: End User Access End users (typically students, parents, etc) can log-in and view any/all portal content as determined by the portal configuration |
TargetX | ✓ | - | ✓ | - |
Application Review
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Application Review: Configure Review Scoring Criteria/Documents Specify which application documents and scoring rubrics are displayed to which application reviewers based on application type/reviewer role |
TargetX | ✓ | - | - | - |
| Application Review: Configure Routing/Processing Rules Specify how applications are routed to users based on institutional processes; routing can be sequential or parallel/asynchronous based on previous reviews and/or any criteria; supports dynamic rules for various departments and roles |
TargetX | ✓ | - | - | - |
| Application Review: Review Applications View assigned applications along with all related documents, score applications, and provide notes/feedback |
TargetX | ✓ | ✓ | - | - |
Retention
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Success Team Membership Users can be assigned to students' success teams and receive automated alerts, tasks, and reports regarding their students. Note: Admin/config tasks require Enterprise license, everything else requires platform licenses. |
TargetX | ✓ | ✓ | - | - |
| Student Success Center Access interface for managing and interacting with current students; includes engagement tools for alerts, action plans, advising notes, and referrals. |
TargetX | ✓ | ✓ | - | - |
| Faculty Early Alerts Faculty interface. View the roster of classes being taught by the faculty and submit early alerts and kudos. |
TargetX | ✓ | ✓ | - | - |
| Admin/configuration for Faculty Alerts, Cohort Based Success Score. | TargetX | ✓ | - | - | - |
| Retention Admin Setting up and Configuring Retention. |
TargetX | ✓ | - | - | - |
TargetX Engage
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| TargetX Engage: Manage Rooms Create, manage, and deploy Engage rooms for campus offices |
TargetX | ✓ | ✓ | - | - |
| TargetX Engage: Access Meetings View the active meeting queue, pick up students, and track meeting notes/time |
TargetX | ✓ | ✓ | - | - |
Reporting
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Reports & Dashboards Generate reports and dashboards using all data a user has access to in the system; dashboards and reports can be scheduled to deliver to users automatically via email |
Salesforce | ✓ | ✓ | - | - |
| Geomapping Analyse any record/group of records in the CRM with an address; includes the ability to layer various populations, generate heat maps, received optimize routing directions, Google Maps/Street View integration (user access limited to number of licences purchased) |
TargetX | ✓ | ✓ | - | - |
Surveys
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Survey Creator | - | ✓ | ✓ | - | - |
| Survey Respondent | - | - | - | - | ✓ |
Data Management and Process Automation
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| Data Import Wizard Native import tool for one-off imports to standard and custom objects |
Salesforce | ✓ | - | - | - |
| Informatica Cloud ETL Extract, transform, and load (ETL) tool to create, edit, and manage one-off and scheduled imports/exports and the associated data mappings; includes pre-built templates and annual updates for common imports (e.g. Common Application, SAT, ACT, GRE, GMAT, TOEFL, and more) |
TargetX | ✓ | - | - | - |
| APIs Access to invoke the following API sets: REST API, SOAP API, Bulk API, and Streaming API |
Salesforce | ✓ | ✓ | - | - |
| Duplicate Management: Create Duplicate & Matching Rules Manage rules & settings for identifying duplicates and rules/actions when a duplicate is identified; applies to record creation and edit within the CRM |
Salesforce | ✓ | - | - | - |
| Duplicate Management: Duplicate/Matching Enforcement When a user creates and/or edits a record in the CRM that meets defined matching criteria, the CRM will present users with the configured prompts/alerts |
Salesforce | ✓ | ✓ | ✓ | - |
| Workflows & Processes: Management and Configuration Create and manage workflow rules/actions and custom processes resulting in immediate or time-based actions (e.g. field updates, task creation, email alerts, and outbound messages) |
Salesforce | ✓ | - | - | - |
| Workflows & Processess: Rule Triggering/Enforcement When a user takes an action that meets the criteria for a workflow rule and/or process, the subsequent workflow/process will execute |
Salesforce | ✓ | ✓ | ✓ | - |
Administration Tools
| Feature | Provider | Lightning Unlimited/ Enterprise Edition |
Lightning Platform Starter |
Customer Community | No License Required |
|---|---|---|---|---|---|
| TargetX Custom Settings | TargetX | ✓ | - | - | - |
| User Access Management | Salesforce | ✓ | - | - | - |
| Security & Permissions | Salesforce | ✓ | - | - | - |
| Creating Custom Objects & Fields | Salesforce | ✓ | - | - | - |
| User Interface Settings | Salesforce | ✓ | - | - | - |
| Custom Code Development | Salesforce | ✓ | - | - | - |
| Sandbox Management | Salesforce | ✓ | - | - | - |
| Single-Sign-On Management | Salesforce | ✓ | - | - | - |