Course Outline
Introduction (watch me first!)
XMPL V5 Syntax Converter
What's new in Circle v9.3?
What's new in Circle v9.7
Creating a new campaign in Circle
Collaborating with customers and colleagues
Connecting a Circle project to uProduce
Using Circle Easy Start
Using upload a Campaign Package File
Using upload a plan file
Setting sample recipients
Adding uImage to a 2G Circle project
Creating the website in Circle
Creating personalized web pages
Updating recipient data
Uploading the website
Setting up the Friendly URL
Using other web servers
Setting up triggered emails
Setting up PDF on demand
Branding the PDF on Demand pages
Social media tags
Form validation
User authentication
Circle Website Analytics
Introduction to Email Marketing
Creating the email in Circle
Sending mass emails
Setting up triggered emails
Circle Analytics - Email Reports
Customizing the email unsubscribe page
Personalized SMS
Creating a custom SMS Provider
Connecting InDesign to Circle with uCreate Print
Uploading a Document Package
Setting up PDF on demand
Branding the PDF on Demand pages
Using the Run Center
Duplicating a Circle project
Setting sample recipients
Recipient list filters
uPlan recipient filters
Circle Parameterized Scheduling
Scheduling and automation
Circle Templates and Instances
External Touchpoints Introduction
Creating an External Touchpoint
Triggering an External Touchpoint
Circle Analytics Tab and KPI Charts
Circle Analytics - Email Reports
Circle Website Analytics
Circle Geolocation and Devices Reports
Introduction to Circle APIs
Sample 1 - Turning on/off Circle automation
Sample 2 - Getting a Touchpoint preview
XMPL API Overview
XMPL API 1 - Reading ADORs
XMPL API 2 - Multiple Referrals
XMPL API 3 - Writing to multiple tables
XMPL API 4 - XMPL Update via Postman
Circle and Cross Media Training
This series of training videos will step you through the process of planning, building and reviewing projects in Circle, as well as in-depth training for all the XMPie products and tools necessary to create a full cross media ( Transmedia or Omichanel ) campaign with web, email, print, SMS and social media.
After completing this training series, participants should be able to:
• Plan cross media campaigns and collaborate with cusotmers in Circle,
• Build print, email and web Touchpoints on your local uProduce server through the Circle user interface, and • Link Marketing Console reports to Touchpoints in Circle.
• PersonalEffect TransMedia or TransMedia Pro version 9 or later,
• Circle Administrator Account,
• Adobe InDesign and Dreamweaver CC-2014 or later, and • basic understanding of multi-channel marketing concepts.
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