WEBVTT 00:00:00.000 --> 00:00:04.100 Hi! Welcome to XMPie PersonalEffect Cross Media. 00:00:04.100 --> 00:00:13.500 In this tutorial we start our campaign setup by using the Circle "easy start" to upload a data source and automatically create a plan file. 00:00:13.500 --> 00:00:22.200 After connecting to uProduce, you should be at this dialog. Click the Upload data source (easy start) option. 00:00:22.200 --> 00:00:27.100 Select the data source type and browse for the file. 00:00:27.100 --> 00:00:32.166 00:00:32.166 --> 00:00:36.299 The next dialog allows you to select the recipient table. 00:00:36.300 --> 00:00:46.700 For a csv or text file, there is only one table, but if you uploaded an Excel file with multiple tabs, you need to select the correct table here. 00:00:46.700 --> 00:00:50.466 You can then choose how to define the recipient key. 00:00:50.466 --> 00:00:58.999 If your campaign includes sensitive or private information, you can automatically create a SecureID by selecting this option. 00:00:59.000 --> 00:01:05.066 Or, you can select a field from the recipient database to be used as the recipient ID. 00:01:05.066 --> 00:01:10.732 For this example, I will choose to use the firstname and lastname fields. 00:01:10.733 --> 00:01:17.066 Circle will automatically handle any duplicates by adding a random number at the end. 00:01:17.066 --> 00:01:23.166 The recipient key is important when creating a campaign that will include a personalized website, 00:01:23.166 --> 00:01:30.799 since the recipient key will form part of the URL to uniquely identify the recipient that is accessing the site. 00:01:30.800 --> 00:01:38.200 It is also used for tracking the recipient's interaction with the campaign – even if there is no personalized website. 00:01:38.200 --> 00:01:45.500 Circle has now automatically created a plan file, and uploaded it, and the data source to your uProduce server. 00:01:45.500 --> 00:01:52.300 We can now go on to setting up the touchpoints either individually on each touchpoint, or via the library. 00:01:52.300 --> 00:02:00.733 We will look at setting up touchpoints in later modules. For now, let’s look in the library to see what the quick start has done for us. 00:02:00.733 --> 00:02:08.666 Firstly, in the Plan tab, you can see that the quick start has created a plan file automatically based on your data source. 00:02:08.666 --> 00:02:14.699 We can download the current plan here, and upload replacement plans with this icon. 00:02:14.700 --> 00:02:19.300 You may need to download the plan file to add additional rules or logic, 00:02:19.300 --> 00:02:26.300 or to change an ADOR type to Graphic if you want to dynamically change images in your documents. 00:02:26.300 --> 00:02:33.600 On the Master List tab, you can see the table we uploaded. Again we can upload a replacement data source. 00:02:33.600 --> 00:02:40.466 There is an option to also recreate the plan in the event that the data schema is different to the original file. 00:02:40.466 --> 00:02:44.632 For example, if additional columns were added to the data. 00:02:44.633 --> 00:02:46.766 We can download a copy of the data. 00:02:46.766 --> 00:02:54.366 For example, after the campaign, we can send the updated and newly captured information back to our client. 00:02:54.366 --> 00:03:01.599 And the tools icon allows us to do important things like adding additional recipients to the data source. 00:03:01.600 --> 00:03:07.766 If your campaign will use assets for variable graphic or text file ADORs, you can create a new assets folder 00:03:07.766 --> 00:03:14.866 and upload assets to your production server. And the same for fonts used in your print documents. 00:03:14.866 --> 00:03:20.766 We will look at Lists, Documents and Websites later in in this tutorial series.