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.
Circle v9 and later
Video Information
In this module, we will zip together the website files and resources and upload them to the XMPL Server.
This video has been watched 4 times.
Downloads for this video
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 v9.7 | 3m 38s | |||
| 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 | 2m 6s | |||
| Creating personalized web pages | 7m 27s | |||
| Updating recipient data | 4m 32s | |||
| Uploading the website | 3m 42s | |||
| Setting up the Friendly URL | 3m 5s | |||
| Using other web servers | 4m 22s | |||
| 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 APIs | ||||
| 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 | |||