Circle – What’s New
Version 8.2 (November 22, 2020)
Improved report performance
Circle Analytics infrastructure was modified, and now all reports run significantly faster.
Version 8.1 (November 15, 2020)
Standalone email editor
The Circle email editor is now available as a standalone application.
This is a major improvement for customers wishing to integrate with the Circle email editor from an external application.
This feature is available for customers who hold a Cloud API license. Read more
Version 8.0 (November 1, 2020)
SMS (text message) provides and easy method of adding mass or bulk SMS messaging to your cross media campaigns.
The SMS feature has built-in integration with Vonage (formerly Nexmo), but can also be integrated with other 3rd party SMS providers.
In this first release, Circle supports transactional mass SMS messages only. These are SMS messages that are distributed to your recipient list.
Typical use cases for transactional mass SMS are sending a reminder SMS to those who have already opted in (i.e. a doctor’s appointment, conference participation), or invitation RSVPs.
PersonalEffect 9.7 or higher is required.
Read the help in English Deutsch Français | Video training
Version 7.9 (October 11, 2020)
This is a maintenance release that fixes several issues with the XES service.
Version 7.8 (June 28, 2020)
New and improved XES store
We are proud to bring you the new XES store, where you can easily manage your XES subscription.
The new XES store is visually appealing, and emphasizes design and ease of navigation. You can access the store directly from Circle, with no need for additional sign-on.
The XES store is available 24/7. All processes, such as purchasing credit and changing the plan, are fully automatic. This means that you can make prompt changes to your subscription, without having to wait for our representatives to finalize your request.
Subscription plans are flexible, can be easily changed, and are renewed automatically every month. You can specify the exact number of emails that you need in your plan.
The XES store will be available starting from July 1, 2020.
Version 7.7 (May 31, 2020)
Automatic link naming
All links in the email, including those which had been previously unidentified, are now automatically named and tracked individually. There is no longer a need to invest the effort in naming links. Tracking according to link name enables you to achieve precise and informative tracking results for important links.
Link names can be seen in the Link Performance report.
Check whether you need to upgrade your system in the Circle release notes.
Version 7.6 (March 15, 2020)
Circle Analytics now offers list reports, which provide a drill-down into the details of recipients corresponding to a certain event (opened, clicked, unsubscribed, etc.).
List reports provide access to information such as the number of times a specific recipient clicked in an email, the reason for bounced and failed emails, and recipients who clicked the “Register now” link and completed the registration.
List reports are available for each key metric and each link in the Link performance report.
PersonalEffect 9.7 is a prerequisite for list reports.
The newly added date filter impacts the data displayed in the Analytics window. You can see data for all sends of the email touchpoint or just data from the last send of the touchpoint.
Date filtering is especially useful when the email touchpoint has been sent more than once (e.g. an email with recurrence). This enables you to focus on the relevant send. For example, if you send a monthly newsletter, you can look at last month’s performance.
Performance over time
The performance over time graph now shows the number of opened and clicked emails for all sends or for the last send (as set in the date filter).
You can use the scroll bar below the graph to scroll and zoom to different time frames. You can also drag over an area of interest within the graph, such as a peak, to zoom into it.
Version 7.4.4 (Sep 22, 2019)
Maintenance release and preparations for future Circle Analytics reports.
Version 7.4 (Aug 4, 2019)
Circle Analytics – device report
Circle Analytics now offers the device out-of-the-box report available on your email touchpoints. This report identifies the most popular devices used by your recipients. With this information, you can test your emails in the most commonly used email clients.
XES client 3.5 is a prerequisite for the collection of device data.
Note: To speed up the rate at which events are visible in Circle Analytics and Marketing Console, upgrade to PersonalEffect version 9.5 or later.
Version 7.2 (June 30, 2019)
Circle Analytics – geolocation report
Circle Analytics now offers the geolocation out-of-the-box report available on your email touchpoints. The geolocation approximates where your recipients were located when they opened the email, so you can target recipients in specific regions.
XES client 3.5 is a prerequisite for the collection of geolocation data.
Version 7.0 (May 19, 2019)
Triggered external touchpoint
External touchpoints allow Circle to communicate with external services in order to broaden its customer communication capabilities.
This communication is triggered from an XMPL webpage, by clicking a button or upon a page load.
For example, when submitting a form, a lead can be created in Salesforce, a recipient can be added to an event management service, or a coupon can be sent to a recipient’s wallet, using an external service.
The external touchpoint defines the service with which to communicate (via REST API) and the recipient data to be sent (via JSON). XMPL 3.1 or higher is a prerequisite.
Connecting an external touchpoint to zapier.com provides easy integration with over 1000 services.
External Touchpoint is not supported in Template-Instance and Campaign-on-Demand (uStore).
Version 6.0 (March 31, 2019)
Circle Analytics – email reports
We are delighted to bring you the first in a series of deployments to improve and streamline Circle Analytics.
This phase includes predefined, out-of-the-box email reports available on your email touchpoints. You no longer need to define the basic email reports using Marketing Console (MC) since all email touchpoints automatically include the predefined reports. Circle continues to give access to MC reports just as before.
New reports include key metrics such as delivered/opened/clicked, email performance, 24 hour performance over time, and link performance.
Together with the auto-naming feature of XES Cloud 3.5.1, important links such as XMPieRURL, Unsubscribe, View in browser, and PDF on demand are automatically tracked by name to identify the specific link performance (for mass email only).
If you have XES Client 3.5, you will benefit from the auto-naming link feature and you can also name other links in your email to enhance link tracking.
Version 4.7.1 (February 10, 2019)
Maintenance release including security improvements.
Version 4.7 (December 9, 2018)
User authentication in websites (SecURL)
SecURL, now supported in Circle, offers user authentication in personalized URLs. When the recipient attempts to access a PURL, he/she is prompted to sign in and provide user authentication. This protects unauthorized users from accessing private recipient information which is stored in ADORs.
SecURL is implemented on a project level, and affects both managed and custom websites.
SecURL is not supported in Template-Instance and Campaign-on-Demand (uStore).
XMPL 3.0 or higher is a prerequisite.
Version 4.6.7 released November 18, 2018
XES subscription status
Now, in order to see the status of your XES subscription, you no longer need to leave your familiar Circle environment. Circle has added the Email Service – XES page, where you can view the status of your subscription and generate a detailed usage report for a specific time range.
PDF on Demand copy for auditing
You may now save a copy of a PDF on Demand document at the time the document is requested by the recipient, e.g. when the PDF on Demand link is clicked. This is very useful in the world of VDP for keeping an exact copy of what the recipient initially viewed. The copy is saved to a target destination which you define in the uProduce Dashboard.
Version 4.6.5 released October 28, 2018
This is a maintenance release.
Version 4.6.4 released August 5, 2018
Auto-generated secure ID
Link tracking name
Circle 1G discontinuation. June 6, 2018
Circle 1G discontinuation
The Circle 1G client is no longer accessible. As a result, 1G scheduled automation will not run and 1G event filters will not function. Nevertheless, the 1G campaign can be run manually from uProduce.
Version 4.6.2 released May 27, 2018
This is a maintenance release which focuses on the GDPR solution.
Version 4.6 released April 29, 2018
Read the help in English Deutsch Français
Export/Delete recipient data
Circle API training
Version 4.4 released February 25, 2018
See also Circle Release Notes
Maintenance release to resolve some issues.
Version 4.3.2 released January 21, 2018
Maintenance release to resolve some issues.
Version 4.3.1 released January 14, 2018
Duplicate project allows you to copy the production elements (i.e., uProduce campaign) in addition to the Circle diagram. You can copy to a different uProduce account making it easy to reuse a successful projects for a different customer. Note that report tracking data, the website and its friendly URLs are not duplicated, and sensitive information such as the master list data sources and project-level users are copied on request.
New Email Editor
The new Email Editor includes a responsive base layout and responsive building blocks making it easy to create responsive emails. The Preview feature offers a convenient mobile simulation in addition to the desktop view and limits the preview to the sample recipients (GDPR-ready). Using the editor, ADOR types such as Table, Style, and Visibility can easily be inserted in the Code view and image sizing and resizing can be done via the interface. The editor also keeps the code HTML5-compliant. The editor is supported in Chrome and Firefox only.
Version 4.2.6 released October 22, 2017
Maintenance release to support uStore version 9.1 (to be released next month).
In addition, this release provides fixes for various diagram issues and Audience ADORs.
Version 4.2.5 released August 27, 2017
Maintenance release to support XMPL 2.0. Circle continues to work with previous versions of XMPL as well.
When adding/removing a Circle account in the Agent, the change is automatically applied to XMPL without reinstalling XMPL each time (as was required before XMPL 2.0).
Version 4.2.0 released July 9, 2017
Verification of From email address for XMPie Email Service (XES) delivery provider
From email address verification is now available the Circle interface. Email verification can be requested and email/domain verification status can be checked in Circle email touchpoints using the XES delivery provider. To make sure that your Circle Account is synchronized with your uProduce, be sure to open the Library in any project in the Circle Account. This one-time action and the latest version of XES (3.0.4 and above) are prerequisites for enabling this feature.
Version 4.1.0 released May 28, 2017
Project-Template capabilities (GA)
Project-Template is now available with PersonalEffect version 9.0.2 or above and it requires Circle Business Edition. A template is a model project which is intended for duplication e.g., for each branch. Using templates, you can create an off-the-shelf project for the brand and each branch can purchase an instance of the template. Each instance is a duplication of the template and is a fully-functional independent project that can be fine-tuned for the specific branch needs. Note that the website and its friendly URLs are not duplicated, but are shared between the template and all its instances.
Parameterized scheduling allows you to define flexible automation based on project parameters (Deutsch Français). Now, touchpoints can be scheduled relative to a user defined date and time parameter, whereas in the past scheduling was in absolute time. In the case of a template and its instances, each instance can be customized and scheduled to run at its own time. A prerequisite is PersonalEffect version 8.0 or above and Circle Business Edition. You can schedule touchpoints to run in relation to customizable parameters, (e.g., send email reminder 1 day before the Wedding Date). You can schedule touchpoints to run as soon as the project is set to Live (using the Project Start Date & Time parameter). The power of parameterized scheduling is best experienced by scheduling your drip campaigns in relation to project parameters.
View next scheduled runs
You can view the next few scheduled runs from the Schedule area of Email and Print touchpoints. This feature is very useful when scheduling includes recurrence or project parameters.
Direct access to Marketing Console
Direct access to the relevant Marketing Console campaign is available by clicking the Marketing Console link in the Reports popup of a project. The link appears when connected to PersonalEffect version 9.0.2 or above and running Marketing Console version 2.8.1 or above. Access is via single sign-on, making it easy and efficient to access the associated Marketing Console campaign.
Video training in campus
More Circle training videos are available in the newly-branded XMPie campus.
Circle 1G discontinuation announcement
Circle 1G will be discontinued in May 2018. Thereafter, the Circle 1G website and service will no longer be available. All existing 1G automation will be stopped and the projects will not be accessible. Customers are advised to take action to migrate projects to Circle 2G.
Version 4.0.0 released April 2, 2017
It is now easy to find your project using the search and filter features in the File>Open page.
The Project Parameter page in the Library allows you to view and customize project-specific parameters such as Project Time Zone and Project Start Date & Time. It is a central place for customizing parameters and setting values.
The Project Time Zone parameter is used in all touchpoint scheduling, but is set in the project parameters page. The other project parameters are relevant when they are used in parameterized scheduling.
The Master List page in the Library offers you a clear view of your current data source and recipient table. The master list represents all recipients and is used as the default list in all touchpoints. This page was previously called Data Source.
Delete data source
Delete data source is available from the Data Sources page in the Library.
These improvements will save you time:
Circle 1G – only Internet Explorer on Windows
Circle 1G is only available in IE on Windows. All other browsers are no longer supported since the browser support of Silverlight has stopped.
Version 3.0.2 released Jan 22, 2017
Circle Agent Enhancements
The Circle agent was enhanced to ensure agent configuration persistence, even after uninstalling and reinstalling the agent. Each uProduce system now has a one-to-one connection with the Circle agent. This requires a new agent to be installed locally on the uProduce server. In addition, the agent now supports a fault-tolerant configuration in PersonalEffect Cross Media version 8.0 or above. An agent is installed on each uProduce server in the fault-tolerant configuration, so that the load is distributed, and if one agent fails, the remaining agents are available to replace the failed agent.
Version 3.0.1 released Dec 4, 2016
Project Template Ready
The Project Template capability allows you to easily duplicate projects. Each instance can then be further customized and launched at its own time. Prerequisites are PersonalEffect version 9.0.1 or above (to be released in 2017) and Circle Business Edition.
Version 3.0 released Sep 4, 2016
HTML Client (free of Silverlight)
The Circle client technology was migrated to use HTML and is now free of Silverlight. Circle no longer requires installation of Silverlight and now runs on a variety of browsers including Chrome. It is quicker too. Although the current version of Circle does not formally support tablets, it allows sketching and reviewing on large display tablets in an adequate level using the mobile Chrome browser. In addition to migration of the technology, it offers a few new features such as node grouping, mini-map diagram navigation, and multilingual help (English, German, and French). For more information, see PersonalEffect Release Notes.
Version 2.1 released Apr 3, 2016
Multiple Data Sources in 2G Projects
2G Circle projects can work with multiple data sources. For more information, see Working with Additional Data Sources in the Circle Help. uCreate Print-Circle Connectivity fully supports single Data Sources only. You can work with multiple Data Sources but it is not possible to preview the data. As a workaround, you can connect to a project with a single Data Source containing multiple tables. For more information, see PersonalEffect Release Notes.
Generate Proof Set
it is now possible to generate a proof set from Circle. This is useful for validating your plan and using the proof set file in the Proof Set Viewer or uCreate Print, as needed. For more information, see Generating a Proof Set in the Circle Help. To assist in troubleshooting issues, one may choose to generate a proof set only for the failed recipients in a touchpoint (this requires event-based filtering that is available in the Business Edition only).
Version 2.0.2 released Jan 24, 2016
Maintenance release that fixes several UI and error message issues in Circle. For more information, see PersonalEffect Release Notes.
Version 2.0.1 released Dec 28, 2015
Maintenance release that fixes several issues in Circle. For more information, see PersonalEffect Release Notes.
Version 2.0 released Nov 29, 2015
2G is Now Available
The new generation of XMPie cross-media is now available with PersonalEffect Cross Media version 8.0 or above. For more information, see PersonalEffect Release Notes.
Version 2.17.4899 released Nov 22, 2015
XMPie has completely revised its cross media offering in a new generation of cross media, code-named 2G. In 2G, the production work is done through the Circle user interface, providing consistency, ease of use and modern UI. This version of Circle supports both the previous generation (1G) and the new generation (2G) of cross media. A prerequisite to 2G is PersonalEffect Cross Media version 8.0 or above.
Version 1.17 released Sep 21, 2014
Modified Pricing Model
Charging per Active Project has been removed. Only a monthly subscription and Principal User fee is charged, so that you can easily predict and budget your expenses. In addition, the new pricing model allows you to use Circle for lower budget projects.
A new, Business Edition is now available. It provides event-based automation, more Principal Users, and unlimited number of Collaborators on top of the Team Edition functionality.
Scheduling of Touchpoint production is now available as part of the Team Edition. This edition is now limited to 15 Collaborators.
Version 1.16 released on Jun 29, 2014
Automated and Manual production can be executed from Circle. With the new version it is possible to monitor the progress of Touchpoint Runs (executions) without leaving Circle. Information includes the status of the Touchpoint Run as well as the uProduce Job ID/s.
It is not enough to have the system execute automatically because sometimes humans need to interact with the process. If the production fails, the builders need to take action. If print production completes successfully, an operator might need to manually feed it to printer. Circle now supports email notification upon relevant production events.
Version 1.15 released on Jan 19, 2014
Planning and Buildings Sample Projects
It is now possible to view Sample Projects not only in the Review tab but also in the Plan and Build tabs. This allows users to experience the planning and building functionalities and, even, to modify these Samples, if necessary.
It is now possible to set an end date for a recurring automation task. Users can either let the task recur indefinitely (until it is manually stopped) or set an end date at which the system will automatically stop the task.
Version 1.14 released on Nov 17, 2013
The new Automation features open the door to new business opportunities and more efficient operation. Automation supports use cases such as drip campaigns, conditional reminders, recurrent and frequent production, such as daily happy birthday campaigns, off-hours lights-off production, scheduled execution, and much more. uProduce 6.6.1 is a pre-requisite.
Schedule Emails and Prints
It is possible to schedule Emails to be sent out or Print documents to be produced at a given time and date. This is useful for campaigns that need to be triggered at specific times, at non-working hours, or simply as a means to off- load the production.
Scheduling can be set to recur hourly, daily, weekly, or monthly. This is useful for happy birthday campaigns, monthly statements, reminders, drip campaigns and so on. It is also means to achieve automation. The system wakes up at the designated time, evaluates the recipients that match the filters, and sends the corresponding recipient records for production.
Filters based on Profile and Behavior
When a scheduled Action is due, the system runs filters to select recipients for production. A combination of Profile filter and Behavioral filters can be used. A Profile filter is a Plan-based filter. Behavior filters, or Event Filters, retrieve recipients based on Tracking Events, such as Email Opened, Website Visited, and Button Clicked, to take a decision based on the recipient or uProduce behavior.
Send Now and Process Now
Sending email or processing prints can now be done without leaving Circle. Instead of switching to uProduce just to manually execute the production, operators can now do this directly from Circle. In addition, Circle adds the behavior filtering ability, which is not available when running production through uProduce.
Version 1.13 released on Sep 29, 2013
Circle can be rebranded not to show the XMPie logos and documentation. Customers can upload their own custom Powered By logo, and default Project logo. Customers can choose to change the help link, video tour link, feedback link, or decide to hide them. The XMPie Samples can also be hidden. Extended Branding is available at an extra charge. Contact us for pricing.
Version 1.12 released on July 7, 2013
Version 1.10 released on Apr 7, 2013
Power User Role
Users need permissions to create a new Project and to invite other users to Projects. Yet, granting them administrative power is too permissive. That is why we’ve added the Power User Role which gives users just the right amount of power. The Power User and the Administrator are both Principal Users, and hence billable beyond the free amount defined in your edition.
Active Projects are billable. Archived Projects are free of charge. If an Active Project is no longer in use, you can now archive it for future use. When a Project is needed again, it can be un-archived. Archiving is also a great way to tidy-up your My Project list – archive all Projects that are no longer in use.
Local Email View in Browser
Email preview in a browser has been available for ICP-based emails since the first versions of Circle. In the current version, the View in Browser option is also available for Local Emails that can now be previewed with no need to send the email. This feature is supported by uProduce version 6.0.2 or above.
Grab and Drag / Multi-Selection
Users may sometimes need to reposition their view of the Flow diagram, or to select multiple Nodes. Now they can do both by simply clicking on the Canvas and dragging. To reposition the Flow view, select the Grab and Drag mode, click on the Canvas and drag the diagram to the desired position. To select multiple Nodes, select the Multi-Select mode, click on the Canvas and drag the mouse cursor to indicate the area around the Nodes you wish to select.
Version 1.09 released on Feb 17, 2013
Send a Copy to another Account
Account administrators can send a copy of a Project to another Account. The target Account administrator can accept and import the copy to his Account. The target Account must be a Team Edition Account.
Publish to Samples
You may share your Projects with the community. The Sample copy of your project is ripped from the collaboration threads and from the connection to uProduce. Copies of the Samples are first sent for approval by XMPie, and are then published to the community at XMPie’s sole discretion. We encourage customers to share their work. This functionality existed in the previous versions, but in this version its user experience has been improved.
Version 1.07 released on Jan 13, 2013
A new, simple and fun way to subscribe to Circle.
New Circle Agent
The Agent was completely re-designed to support simplified installation, better automatic updates and management. It simplifies the installation by no longer requiring a license key to install. The Agent runs as a service with a user interface that completely replaces the Circle uProduce System dialog. Customers using the existing Agent are required to install the new Agent instead.
Improved Agent Connectivity
The new Agent improves the responsiveness of retrieval of uProduce Campaigns, reports, and proofs. The Agent allows working with proxies, including those that require user name and password. Customers with multiple uProduce systems can connect to all of the uProduce machines, by installing multiple Agents without any back office work from XMPie.
User Experience Improvements
To make the Sample Projects more easily accessible, they were moved to a separate tab. The Closebuttons were added to the Node bubble popups. The File menu buttons are accessible even when collapsed. Various user interface bugs were resolved.
User Removal from Account
It is now possible to remove a user from the Account.
Unbinding Nodes from the Custom Integration Node Bubble
It is now possible to unbind the Node from the Node itself. Click the Custom Integration button, and then select Unbind.
Version 1.03 July 29, 2012
|The Piece of Cake Sample Project has been added to Circle. This Project demonstrates many of the Cross-Media and Circle capabilities and is available for all Circle editions.|
|Images in the Mockup dialog can now be assigned a name by hovering over the image and entering free text in the Name field. Image names make it easier to distinguish and reference images as well as understand when they are in use.|
|When more than one image is added to the Mockupdialog, it is possible to select the image that will be displayed in the In-Node view. Whereas in the previous versions the most recently added image was automatically displayed in the Node, now you can control the In-Node image display. All you need to do is click the Eye button. The Blue Eye indicates the currently selected image.|
On small computer displays the application banner consumes too much real estate. To increate the work space, an option has been added to collapse the banner by clicking the Hide button. Once the banner is hidden, the Hide button is replaced by the Showbutton that allows displaying the application banner again.
It is now possible to include Project or User information as parameters in the Custom Preview URL. This functionality is useful to understand the full feature set of Circle and to demonstrate cross-media capabilities to customers.
For security reasons, the application signs out automatically if it is idle for two hours. User must make sure to save the Project regularly.