Circle – What’s New

Version 4.2.0 released July 9, 2017

See also Circle Release Notes

XES verification

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.

Read the help in English   Deutsch   Français

Version 4.1.0 released May 28, 2017

 

Project-Template

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.

Watch the project-template video  |  Read the help in English    Deutsch    Français

Parameterized scheduling

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.

Watch the parameterized scheduling video  |  Read the help in English   Deutsch    Français

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 June 2018.  After June 2018, 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

Search

Search capabilities

It is now easy to find your project using the search and filter features in the File>Open page.

Project parameters

Project parameters

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.

 

Master list

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.

Data Source

Delete data source

Delete data source is available from the Data Sources page in the Library.

Time-saving improvements

These improvements will save you time:

  • Checking the Don’t ask me again checkbox in the ‘Save is required’ message suppresses the message and saves automatically. This allows you to work efficiently, without interruption.
  • On sign in, your last-used project automatically opens. This speeds up your work by providing direct access to your last project.
 

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

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

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

 

2G_Ready2

2G Ready

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

 

run_center

Run Center

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.

 

Automation Notification

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.

 

End Date

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

 

Campaign Automation

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.

 

Recurrent Execution

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

Extended Branding

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

 

Active Projects and Principal Users Billing

Starting from August 2013, XMPie starts billing for Active Projects and Principal Users (Power Users or Administrators). Failure to make payment freezes the account until payment is made. Owners and administrators receive notification when the subscription or credits are about to expire.

 

 

Credits

The usage of Active Projects and Principal Users is pre-paid. Since the project and user quantity might vary, the pre-payment method consists in purchasing credits and then having the system deduct from those credits according to the actual daily use. A friendly calculator helps assess the amount of credits needed. The price per credit is $1. The credits expire after 12 months

 

Store

Circle’s online store allows customers to quickly subscribe, renew, and buy credits. A quick checkout process allows customers to pay with any of the major credit cards, PayPal, or coupon. Immediately following the transaction, the proper Circle Account is created, and invitation to the Account is sent to the subscriber.

 

 

Susbcription Page

The Subscription page displays subscription information, and is accessible through the Circle main menu. This information includes the subscription edition, subscription expiration date, credit balance, and credit burn rate. Renewing the subscription and buying additional credits is done by clicking dedicated buttons on that page. This directs the user to the appropriate store page.

 

Free Trial

A 30 day free trial can also be started from the Subscription page. At the end of the trial, the Account is automatically reverted to a Personal Edition, unless the customer requests to upgrade to a Team Edition.

 

Owner

The subscribing person is the person that signed the agreement and also owns the Account. The owner, typically a finance person or the company owner, does not necessarily need to be an Account Administrator. For this purpose, a new Owner role has been created. An Owner can sign-in, renew the subscription, and buy credits. However an Owner is not considered a Principal User, and hence does not bare fee.

 

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.

 

 

Archiving

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

 

Subscription Website

A new, simple and fun way to subscribe to Circle.
Go to https://www.xmpie.com/Circle and click Subscribe. This takes you to the Sign Up page where you select the edition and fill in your information. An Account and a user are created for you instantly, and are emailed to your supplied email address.

  

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.

 

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