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Hi! Welcome to Circle. During the past year, the Circle team has been working away 

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and quietly added several new features in the last few releases up to the latest 4.7 version.

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The three main focus areas for the new features are Security, Efficiency, and Email and PDF on demand enhancements.

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This video will quickly introduce these new Circle features.

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In the security area, there are several important additions.

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Improved support for the European GDPR regulations have been implemented including the ability to export and delete recipient data.

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From the Open/Organize list, on the relevant campaign row, you can find the Manage Recipient option for this project.

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You can select records based on the XMPieRecipientKey, or any of the project ADORs.

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If you select to export, you will receive an email like this 

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that you can forward to the data controller who requested the information held about this recipient. 

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Of course, the delete option removes the data from the system.

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In addition to individual projects, you can find this option under the File menu: Account Manage Recipient. 

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This option allows you to select recipient data from across multiple campaigns in the same uProduce account.

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Communication between Circle and the Circle agent installed on your uProduce server has been upgrade to TLS v1.2 

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to provide a higher level of security.

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An option to create automatically create a secure recipient ID has also been added.

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For many personalized websites, we see the recipient ID set to the recipients firstname and lastname. 

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This is fine in many cases, but when personal data will be shown on the website, 

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it is possible that someone could guess the name of another person in the campaign and see their information. 

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To prevent that, using a secure id in the URL makes it nearly impossible to guess someone else’s personalized URL.

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The option to use HTTPS on your personalized websites has been added. 

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In the library when defining the website, you can choose to enable HTTPS. 

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You will need to have an SSL certificate installed on your XMPL server. You can check this and other requirements here.

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With Circle v4.7 and XMPL v3, you can also configure user authentication or password protection to the personalized websites. 

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There is a separate video here in Campus that demonstrates how to use this new feature.

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Duplicating projects is another handy feature.

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Many of the projects we create in Circle are used again later on. 

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For example, an Independence Day sales promotion might be used again at Halloween – but with different graphics or offers. 

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In recognition of this, the Circle team added an option to duplicate projects. 

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When you duplicate the project, you have control over what elements are copied making it much faster to setup your future campaigns. 

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Again, there is a separate video in Campus showing more about the duplication feature.

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Circle offers several API methods that can also help efficiency by automating common tasks. 

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There are a series of new training videos demonstrating how to use the Circle APIs. 

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Remember that using the Circle APIs may require an additional license fee with XMPie, 

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so check with your XMPie Sales Representative before developing applications with the Circle API.

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Email enhancements include the ability to track different links in the email when using XMPie Email Services. 

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The Cheat Sheet for Email shows how you can add the xmp-tracking-action parameter to each link 

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so that your reports can identify which link was clicked by the recipient.

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Also, new in Circle is the XMPie Email Service account information. 

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From the file menu you can select the Email Service option.

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Here you can see how many credits you have remaining, total amount sent, download detailed reports and buy more credits.

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The email editor has also had some improvements.

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Most notable among them is the ability to select graphic ADORs via the user interface or to add static graphics. 

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Previously, you needed to enter code view to do this.

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PDF on demand is a handy feature to provide a personalized PDF for recipients to download from an email or personalized web page.

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The type of PDF file that is created is now Interactive PDF. 

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This means that you can include interactive features in the PDF like links, bookmarks, buttons, videos, audio, and more.

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There is a separate video here in Campus that shows some of these interactive features you can add to the Interactive PDF.

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Also, there is an option to now keep a copy of the PDF that is generated for the recipient – 

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perhaps for some administrative or record keeping purpose. 

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First, create an output destination on your uProduce server, and then you can select it on the PDF on Demand touchpoint in Circle. 

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To name the file you will need to use an ADOR object that is unique for each recipient, or the PDF will get overwritten.
 

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Then, you can select the output destination.

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As you can see there are a lot of new and useful features added to Circle in the past year.

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Hopefully, the Circle team will continue their work in future.

