WEBVTT

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Hi! Welcome to XMPie. 

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In this video I will introduce the first phase of the new External Touchpoint in Circle.

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This feature is being introduced in 3 phases. 

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First is an outbound trigger where an event on a cross media campaign web page can push out information to an external system – 

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for example to send an SMS or to insert a record into an MIS or CRM system.

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The second phase will be to batch process the trigger in Circle. This will come in future.

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The third phase will be for an incoming trigger: 

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Where another external system can push information into Circle to trigger an action or process to start. Again, this will be in future.

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So, what is possible in this first phase of External Touchpoint?

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You can bring one or more of the new touchpoints into your campaign flow diagram.

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Once the project is saved and connected to your uProduce server, you can configure the production settings on the touchpoint.

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You can define the URL to send the data to when the trigger occurs.

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Select either PUT or POST method.

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And configure the JSON data to send to the URL. 

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The data can include static text, or any of the ADOR values.

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To trigger the External Touchpoint, on your Personalized Cross Media web page, add the xmp-success-trigger parameter 

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and the touchpoint ID. 

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This is identical to sending a triggered email. In fact, you can trigger the email and external touchpoint in the same trigger parameter. 

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Because of this, the old xmp-success-triggered-email parameter will be deprecated.

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The xmp-success-trigger parameter can be added onto the page load; form submit; button click and other page events.

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In the following videos I will demonstrate how to setup an external trigger and push the recipient data into SalesForce as a lead.

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The first video will show how to setup the External Touchpoint in Circle to work with Zapier – 

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a 3rd party company that provides a web service to integrate with many applications including SalesForce.

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The second video will show how to trigger the External Touchpoint from the personalized web page.