WEBVTT

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Hi! Welcome to XMPie PersonalEffect Cross Media. 

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In this tutorial we start a new cross media campaign by creating a new project in Circle 

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and planning the customer touchpoints and the flow of the campaign.

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To start, open a web browser and navigate to xmcircle.com 

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Enter your Circle credentials to login.

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The first time you login, you will be presented with a new empty project. 

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If you have logged in previously, Circle will open the last project that you worked on. 

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To create a new project, click File and then New Project.

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There are four main tasks in Circle that are represented by these tabs: Plan, Build, Review, 

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and there is also Analyze tab which will appear later when the project is setup.

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In this video, we focus on planning the campaign's flow which is done here in the plan area. 

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Access to these different tasks is controlled by Circle Account Roles, so if you don't see the plan tab, 

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you will need to talk with your company’s Circle administrator who can check and change your Circle user account role. 

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In addition to Reviewers, Builders and Planners there are also Power User and Administrator permissions. 

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Information on these permissions can be seen  here.

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To start our project plan, we need to click and drag out the campaign touchpoints from the toolbox 

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to create a visual representation of the campaign’s flow or process. 

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To help describe or explain the touchpoints, you can change the text that appears on the touchpoint. 

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You can also join the touchpoints to help indicate the process flow. 

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I’ll add some more touchpoints and speed up the video a little. 

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The campaign diagram can be as simple or as complex as you need to help describe the campaign to your customer.

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We can also use enhancers or actions to help communicate or describe what is happening. 

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But, the main items are the touchpoints because these represent the actual web pages and print or email documents 

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that we will create later in the tutorial.

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When you are happy with the project design, you can save it. 

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There is no need for the project plan to be 100% complete when you save. 

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You can always come back, open your project and make changes later.

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If you haven’t used Circle before and need more help, 

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there are a series of tour videos here, and comprehensive online help is available from this link.