Circle and Cross Media Training

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Course Information


This series of training videos will step you through the process of planning, building and reviewing projects in Circle, as well as in-depth training for all the XMPie products and tools necessary to create a full cross media ( Transmedia or Omichanel ) campaign with web, email, print, SMS and social media.


After completing this training series, participants should be able to:
• Plan cross media campaigns and collaborate with cusotmers in Circle,
• Build print, email and web Touchpoints on your local uProduce server through the Circle user interface, and • Link Marketing Console reports to Touchpoints in Circle.


• PersonalEffect TransMedia or TransMedia Pro version 9 or later,
• Circle Administrator Account,
• Adobe InDesign and Dreamweaver CC-2014 or later, and • basic understanding of multi-channel marketing concepts.

Recommended XMPie Version

Circle v9 and later

Resource files for this course

Using Circle Easy Start

Video Information

Circle and Cross Media Training
Duplicating a Circle project
2m 49s
Recommended XMPie Version

This module demonstrates the different options available when duplicating a Circle Project or Template.


This video has been watched 243 times.

Downloads for this video

Transcript PDF
English English

Course outline

Introduction / welcome
  Introduction (watch me first!) 2m 49s
  XMPL V5 Syntax Converter 5m 13s
  What's new in Circle v9.3? 4m 29s
  What's new in Circle v8.9 and 9.0? 3m 20s
  Circle Website Analytics 7m 42s
Planning your campaign in Circle
  Creating a new campaign in Circle 2m 57s
  Collaborating with customers and colleagues 2m 46s
Building your campaign in Circle
  Connecting a Circle project to uProduce 2m 36s
  Using Circle Easy Start 3m 20s
  Using upload a Campaign Package File 2m 44s
  Using upload a plan file 2m 39s
  Setting sample recipients 2m 52s
  Adding uImage to a 2G Circle project 5m 12s
Creating personalized web pages
  Creating the website in Circle 1m 59s
  Creating personalized web pages 7m 45s
  Updating recipient data 4m 34s
  Setting up the Friendly URL 4m 32s
  Setting up triggered emails 5m 55s
  Setting up PDF on demand 4m 4s
  Branding the PDF on Demand pages 3m 23s
  Social media tags 6m 30s
  Form validation 9m 16s
  User authentication 12m 52s
  Circle Website Analytics 7m 42s
Creating personalized emails
  Introduction to Email Marketing 7m 1s
  Creating the email in Circle 7m 52s
  Sending mass emails 6m 12s
  Setting up triggered emails 5m 55s
  Circle Analytics - Email Reports 8m 33s
  Customizing the email unsubscribe page 5m 40s
Creating personalized SMS
  Personalized SMS 5m 18s
  Creating a custom SMS Provider 6m 16s
Creating personalized print
  Connecting InDesign to Circle with uCreate Print 4m 28s
  Uploading a Document Package 4m 14s
  Setting up PDF on demand 4m 4s
  Branding the PDF on Demand pages 3m 23s
Managing the campaign in Circle
  Using the Run Center 2m 23s
  Duplicating a Circle project 2m 49s
  Setting sample recipients 2m 52s
  Recipient list filters 2m 36s
  uPlan recipient filters 4m 17s
  Circle Parameterized Scheduling 3m 33s
  Scheduling and automation 2m 55s
  Circle Templates and Instances 5m 50s
External Touchpoints
  External Touchpoints Introduction 2m 33s
  Creating an External Touchpoint 6m 10s
  Triggering an External Touchpoint 2m 47s
Circle Analytics
  Circle Analytics Tab and KPI Charts 3m 32s
  Circle Analytics - Email Reports 8m 33s
  Circle Website Analytics 7m 42s
  Circle Geolocation and Devices Reports 3m 38s
Circle APIs
  Introduction to Circle APIs 1m 53s
  Sample 1 - Turning on/off Circle automation 6m 20s
  Sample 2 - Getting a Touchpoint preview 6m 27s
  XMPL API Overview 2m 15s
  XMPL API 1 - Reading ADORs 9m 55s
  XMPL API 2 - Multiple Referrals 17m 9s
  XMPL API 3 - Writing to multiple tables 25m 6s
  XMPL API 4 - XMPL Update via Postman 8m 13s