XMPie uPlan Training

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Course Information


This e-Learning course focuses on uPlan - the XMPie application for creating the campaign logic or business rules.

Designed for technical staff (data base administrator, programmer, etc) uPlan is a key part of the XMPie tool set to learn and understand. This course aims to help fast track that learning process.


After completing this training series, participants should be able to:
• create new plan files using one of the built-in plan wizards
• add, modify or edit ADORs (content objects) and variables
• explain the different ADOR types and what they are used for
• understand the way the plan file is used as an intermediary between data and document production
• create plan filters
• create custom functions that extend the uPlan functionality
• understand the logic and control operators available in uPlan
• provide designers with plans and proofsets to achieve campaign goals
• create graphic ADORs for a variety of barcode formats
• create graphic ADORs that call uImage for image personalization
• and much more!


This series of videos assumes basic knowledge of databases, logic, scripting and programming techniques, as well as an understanding of the basic concepts behind marketing campaigns.

Recommended XMPie Version

v8 and later

Video Information

XMPie uPlan Training
Advanced output file naming
4m 45s
Recommended XMPie Version
v13.2 and later

Learn how to use new GetEnv() options to add the datasource name to the output file name.


This video has been watched 6 times.

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Course outline

  uPlan Welcome (watch me first!) 1m 57s
  uPlan Introduction 2m 12s
  uPlan basic concepts 3m 11s
  uPlan user interface 4m 58s
  The plan interpreter workflow 2m 37s
Basic operations
  Creating a new plan 5m 55s
  ADOR types 8m 49s
  Linking to different data or assets 7m 36s
  Creating and using a proofset 3m 5s
  Using built-in uPlan functions 6m 1s
  Creating and using variables 8m 35s
  Operators, logic and control 11m 38s
  Recipient filters 2m 58s
  Using uImage with uPlan 6m
  Special characters 4m 37s
  Setting campaign dials (uPlan) 1m 37s
  Barcodes in uPlan 7m 40s
  Working with other languages 2m 5s
  uPlan Extension for Visual Studio Code 7m 32s
Advanced operations
  The Insert Expression 4m 6s
  Adding data sources to a plan 5m 21s
  Using multi-table and multi-data source wizards 8m 2s
  User views and Table ADORs 4m 19s
  Using Adobe InDesign tagged text 6m 24s
  The user view to string function UV2STR() 8m 26s
  What is in a plan file? 2m 27s
  Creating custom functions 8m 54s
  How to get data from a REST web service 13m 53s
  QLingo extension 12m 45s
  How to get assets from a web URL 4m 50s
  Accessing JobTicket parameters in uPlan 7m 59s
  Advanced output file naming 4m 45s