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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Français 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 | |||