Introduction to XMPie Circle

Welcome to XMPie Circle, a SaaS component of XMPie PersonalEffect for managing your multichannel marketing communications.  It is a campaign management, visualization and automation tool.  

This product allows service providers, agencies and clients to visualize, communicate and collaborate based on the campaign diagram. The campaign's interactive diagram is used for all phases of the campaign, from conceptualization through to execution and result monitoring.

Circle makes campaigns easier to explain and sell and enables a broader adoption of lasting, strategic partnerships with your customers that grow your business and increase your revenue.

In Circle, campaigns are represented and implemented as Projects. Circle allows you to manage the full campaign cycle  —  starting from the campaign conceptualization through its implementation and execution to tracking and analytics. Circle uses the on-premises uProduce as its data storage and production engine.

The campaign creation process is a result of collaboration between various types of participants who contribute at different stages:

  • Administrators: Circle users with full permissions. Administrators install the Circle Agent and establish a connection with uProduce. They invite other users to the account, grant them access to all the projects, create/delete projects, import/export projects and are responsible for all the payments. Administrators have permissions to all Circle features, including subscription, which enables them to assist other users if necessary.

  • Power Users: Circle users with extended permissions. Power Users create new projects, archive/un-archive projects and invite reviewers, builders and planners to the project.

  • Planners: Project creators (sales and marketing experts and marketing agencies) who design the project's diagrams, add/delete mockups, invite reviewers and send comments.

  • Builders: Circle operators who are responsible for all production-related elements of the project, such as print and email documents, webpages and analytics reports. Builders are also responsible for scheduling delivery of project material.

  • Reviewers: Project customers who collaborate with project creators by reviewing the project, inviting other reviewers and sending their comments.

For more information, see User roles and permissions.

Circle is a browser-based application and is fully functional in the following browsers: Chrome, Firefox, Safari. It is recommended that you use the most updated browser version.

Circle workspace

The following is the Circle workspace, where you plan, build and manage your project.

The Circle workspace consists of the following four sections:

  • Header area: Includes the project and account name, a menu bar and toolbar.

  • Toolbox (left panel):  Provides tools for planning your project.

  • Canvas (area on right): Your work area for planning, building, and managing your project.