Creating an Open XM (2G) Cross Media Campaign

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Course Information

This e-Learning course is designed to introduce new users to the tools and workflows required to plan and deploy cross media or multi channel marketing campaigns using the second generation or 2G technologies introduced in PersonalEffect version 8.
By the end of this series of video tutorials, you will have a basic understanding of the tools and steps required to create your own cross media campaigns with PersonalEffect.
• PersonalEffect TransMedia or TransMedia Pro version 8 or later,
• Circle Administrator Account, and
• Adobe InDesign and Dreamweaver CC-2014 or later.
Recommended XMPie Version

PersonalEffect v8 or later

Resource files for this course

Creating personalized web pages

Video Information

Creating an Open XM (2G) Cross Media Campaign
Creating a new campaign in Circle
2m 57s
This video has been watched 1461 times.

In this module, we learn how to create a new project in Circle, and plan the flow of the campaign that will be used for this tutorial.

Downloads for this video

Transcript PDF
English English

Course outline

Planning your campaign in Circle
  Creating a new campaign in Circle 2m 57s
  Collaborating with customers and colleagues 2m 56s
Building your campaign in Circle
  Connecting a Circle project to uProduce 3m 26s
  Using Circle Easy Start 7m 47s
  Using upload a Campaign Package File 2m 21s
  Using upload a plan file 3m 2s
Creating personalized web pages
  Creating the website in Circle 2m 3s
  Creating personalized web pages 7m 37s
  Updating recipient data 4m 31s
  Setting up the Friendly URL 5m 18s
  Setting up triggered emails 5m 55s
  Setting up PDF on demand 3m 37s
  Branding the PDF on Demand pages 3m 23s
  Social media tags 6m 30s
  Form validation 9m 16s
  User authentication 12m 52s
Creating personalized email
  Creating the email in Circle 8m 17s
  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
  Using upload a Campaign Package File 2m 21s
  Setting up PDF on demand 3m 37s
  Branding the PDF on Demand pages 3m 23s
Managing the campaign in Circle
  Using the Run Center 2m 13s
  Duplicating a Circle project 2m 49s
  Setting sample recipients 3m 1s
  Adding Marketing Console reports 2m
  Circle Analytics - Email Reports 5m 9s
  Circle Web Analytics 7m 42s
  Recipient list filters 2m 36s
  uPlan recipient filters 4m 17s
  Scheduling and automation 2m 55s
  Adding uImage to a 2G Circle project 5m 12s
External Touchpoints
  External Touchpoints Introduction 2m 33s
  Creating an External Touchpoint 6m 10s
  Triggering an External Touchpoint 2m 47s
  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