WEBVTT 00:00:00.000 --> 00:00:02.566 Hi. Welcome to XMPie. 00:00:02.566 --> 00:00:06.799 While the first half of 2021 has been a difficult one worldwide, 00:00:06.800 --> 00:00:13.600 the XMPie Circle team has been quietly adding new features to improve the marketing automation platform. 00:00:13.600 --> 00:00:19.733 In January, a new feature was added to make it possible to share a touchpoint's analytics. 00:00:19.733 --> 00:00:25.566 A simple link can be copied and sent to anyone who needs to keep an eye on the metrics. 00:00:25.566 --> 00:00:32.599 Parameterized scheduling was improved in February with the addition of up to 20 custom project parameters. 00:00:32.600 --> 00:00:41.133 Triggered email touchpoints in projects created after April, now support the new list reports that include performance over time. 00:00:41.133 --> 00:00:48.199 When the feature was originally added in 2020, it was available only for mass or batch email touchpoints. 00:00:48.200 --> 00:00:56.833 Date filtering was made easier in May with new options to filter on specific time periods or by custom date range. 00:00:56.833 --> 00:01:04.933 In July, Circle analytics was extended to support SMS touchpoints as well as the existing email reports. 00:01:04.933 --> 00:01:08.633 Let's take a closer look at these new features. 00:01:08.633 --> 00:01:15.199 When viewing the metrics of an Email or SMS touchpoint, you can find the link to share the report here. 00:01:15.200 --> 00:01:20.500 If desired, you can also permit the recipient list download from the external link. 00:01:20.500 --> 00:01:26.133 For this example, I will leave it off, so you can see that it is not shared. 00:01:26.133 --> 00:01:30.099 You can forward this link to anyone who needs to monitor the analytics. 00:01:30.100 --> 00:01:34.233 The link can be opened in a browser on either desktop or mobile 00:01:34.233 --> 00:01:39.266 and is independent of Circle - meaning that the customer will not need to sign in to Circle 00:01:39.266 --> 00:01:43.832 or be familiar with the Circle user interface to view the report. 00:01:43.833 --> 00:01:48.099 Hence why it may be important to hide the list report download. 00:01:48.100 --> 00:01:52.566 Note that each touchpoint has a unique URL to its analytics. 00:01:52.566 --> 00:01:59.232 You could also add the link to your own custom dashboard that you use to report back to your clients. 00:01:59.233 --> 00:02:06.066 Project parameters are project-specific variables that can also be used in parameterized scheduling. 00:02:06.066 --> 00:02:10.899 You can find the project parameters on the Build Tab by opening the Library. 00:02:10.900 --> 00:02:16.400 The project start date and time is set automatically when your project is set to "Live". 00:02:16.400 --> 00:02:20.800 And you can define the time zone used for the project. 00:02:20.800 --> 00:02:28.000 Up to 20 custom date or time parameters can be created and then used to schedule other campaign actions. 00:02:28.000 --> 00:02:33.900 The real power of project parameters comes into effect when you use the campaign on demand feature 00:02:33.900 --> 00:02:39.266 to create a template campaign that is copied whenever you need to repeat the project. 00:02:39.266 --> 00:02:44.232 For each copy of the project, you simply set the new dates and times for the parameters 00:02:44.233 --> 00:02:52.633 and your campaign automation is already setup in the template and will use the new parameters. 00:02:52.633 --> 00:02:56.766 The list reports feature can be found in the analytics window. 00:02:56.766 --> 00:03:00.832 In addition to seeing statistical information about your email touchpoint, 00:03:00.833 --> 00:03:05.166 you can also click to download the list of recipients that are in this group. 00:03:05.166 --> 00:03:09.432 For example, these are the recipients for whom the email bounced. 00:03:09.433 --> 00:03:18.099 List reports are now available for triggered emails as well as mass or batch emails. 00:03:18.100 --> 00:03:22.500 When viewing a report, it is possible to change the date range. 00:03:22.500 --> 00:03:28.800 For example, to show the statistics for email sends in the last week, month or quarter. 00:03:28.800 --> 00:03:33.733 This is very useful for drip or ongoing campaigns like monthly email newsletters 00:03:33.733 --> 00:03:37.833 where you want to view the statistics for a particular month. 00:03:37.833 --> 00:03:45.233 In addition to the fixed date ranges, you can also select custom and manually define the report date range. 00:03:45.233 --> 00:03:51.133 Again, this feature is now available for both triggered and mass emails. 00:03:51.133 --> 00:03:55.566 In the July update, Circle introduced SMS analytics. 00:03:55.566 --> 00:04:03.099 If you are sending SMS text messages with Vonage, you will automatically start to see metrics for your SMS touchpoints. 00:04:03.100 --> 00:04:09.500 Similar to the email reports, you can get an instant view of the SMS touchpoint performance with key metrics 00:04:09.500 --> 00:04:13.033 reported as percentages and graphically. 00:04:13.033 --> 00:04:21.333 You can access the list reports on each of the tiles, use date filtering, and get a link to share the report outside of Circle. 00:04:21.333 --> 00:04:27.366 If you are using a custom SMS provider, there is also an API that allows your custom provider 00:04:27.366 --> 00:04:34.232 to pass information into Circle's data store thereby updating the Circle analytics for the touchpoint. 00:04:34.233 --> 00:04:42.099 For more information on how to work with custom SMS providers, please refer to the Circle User Guide or XMPie Campus. 00:04:42.100 --> 00:04:47.666 We hope that these new features are useful to you and look forward to your comments and feedback. 00:04:47.666 --> 00:04:56.199 Remember you can reach the Circle team easily with the smiley button here, or the Send Feedback link on the home page.