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 video, we use the Circle "Easy Start" feature to upload a data source and automatically create our plan file. The Easy Start feature is very helpful if you are creating a small project which has no need for and therefore no need to use uPlan.
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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 |