Training Guide

Click the Website with Facebook Login option and enter the public domain name for your campaign as the Site URL. Additional information and notes You must enter your campaign servername. The Facebook share button will only work if it is on a page that is coming from that domain. Take note of the App ID of your new Facebook application – you will need this in the next step. Click the Save Changes button. Back in Dreamweaver, we will add a new image that will be added to the Facebook post.XMPie Training Cross Media Tutorial 101

Locate the Images for web changes folder in the XM_tutorial_resources_v4 folder. If you are using a Windows computer, you can select the FacebookPhoto. jpg, and drag and drop it into the images folder in Dreamweaver Files palette.If you are using a Macintosh, you will have to copy the files from this folder to the imagesfolder inside the website folder or which ever folder that you selected as the web root whenyou imported the site configuration file into Dreamweaver.Open the landing.aspx page.Click to place the text cursor in front of the Welcome text and hit Enter to add a new line. Click again to place the text cursor in the empty line, and select Facebook Post to Wall... from the Snippets button. Additional information and notes Note that the Facebook and Twitter Share Buttons can only be added to a personalised or dynamic page. Additional information and notes The Shared page is the page that Facebook or Twitter will link to. The Shared page must be a static page (it cannot be personalised/dynamic) and it can be any valid web page. – You could enter your customer's web page rather than selecting a page in the current website. – For example, www.xmpie.com could be entered as the shared page.Click the Browse button and select the new selfRegistration.aspx page.Click the radio button for Dynamic Content Type.Type the Title and Message that will be posted to Facebook. You can enter the firstNameADOR object by double-clicking in the ADOR list.102 Cross Media Tutorial XMPie Training

Click to post a Static image to Facebook and use the Browse button to select the FacebookPhoto.jpg image. Set the Layout type to Button. Click OK to save the button onto the page. You will see the Facebook Share Button placeholder text on the page. Save the landing.aspx page and synchronise the remote server to ensure all the latest files (like the new FacebookPhoto.jpg) are uploaded to the web server. Browse to your campaign URL – for example: http://www.rwt.xmpie.com/cruise/Jane.Jones Click the Share button, login to your Facebook account and see how the post looks. Click the link in Facebook to see that you arrive at the self registration page.XMPie Training Cross Media Tutorial 103

NOTE: Special attention and warning The Facebook and Twitter Share Buttons will only work on web pages which are publicly accessible. If you are doing this tutorial with internal urls – for example: http://uprodsrv1/cruise/Jane.Jones – then Facebook will not be able to browse to the server to get the required title and message text to post. NOTE: Special attention and warning Remember in the above example I am viewing the campaign page as Jane Jones. The ADOR objects placed into the Facebook or Twitter messages are the values of the person who clicks the link on their Personalised web page. Additional information and notes If you need to edit the Facebook Message, simply select the Facebook Share Button option again from the Snippets button. Additional information and notes If you wish to delete the Facebook Share button from a page, simply select the Facebook Share Button option again and on the dialog which appears, there will be a Delete button.Adding a Twitter Share Button Step by step instructions In Dreamweaver, click to position the text cursor next to the Facebook Share Button placeholder text, then in the uCreate XM bar, click the Snippets button and select Twitter Share Button. Click the Browse button and select the new selfRegistration.aspx page. Type the Tweet Text that will be posted to Twitter. You can enter the firstName ADOR object by double-clicking in the ADOR list. If desired, enter a Twitter username for Mentioned User and/or Recommended User. These fields enable you to mention your (or your customer's) Twitter account so that people can also choose to follow Tweets from those accounts. Set the Counter Position and Language.104 Cross Media Tutorial XMPie Training

Click OK to save the button onto the page. Save and upload the revised landing.aspx page. Browse to your campaign URL again. You should see both Facebook and Twitter buttons Additional information and notes Note that you can only have one Facebook Button per page, and only one Twitter button per page.XMPie Training Cross Media Tutorial 105

Module 11 –Marketing ConsoleAfter putting all the effort into creating your cross media marketing campaign, you need the ability tomeasure and report its success. More importantly, as the campaign progresses, you need live informationabout how the campaign is going so you can modify the design, change the offer, or take other steps toimprove the response to your campaign.DurationAbout 45 minutesObjectivesAt the end of this module, you will be able to:zz log into Marketing Console Expresszz create reports and lists relating to the Travel Campaign.MethodHands on exercise with instructor leadingProcedureCreating population report charts Step by step instructions Open a web browser and enter the URL for your Marketing Console. NOTE: Special attention and warning In this demonstration, my Marketing Console is installed on the web server: websrv1. – To get to the Marketing Console in your environment, remember to use your servername followed by /marketingconsole. Enter your uProduce dashboard user name and password. Click Login.106 Cross Media Tutorial XMPie Training

Select the Travel Account and Travel Campaign from the drop-down lists. If you do not see any reports under General Reports, and the Reports message says To run a report... rather than To edit a report... you will need to change your user permissions as follows: Logout of Marketing Console. Login again as the admin user – the password will be the same as the admin login for uProduce dashboard. When logged in a admin, click User Manager. Select your username in the left column, and click the Edit link on the right. Change your role to Operator, and click Save. Log out by clicking Log-out in the top right- hand corner, and log back in as your user.XMPie Training Cross Media Tutorial 107

NOTE: Special attention and warning In this guide we are demonstrating the Express version of Marketing Console. Operators in the Express version will be able to see all accounts and campaigns. It would NOT be recommended to set a customer's login to the Operator level unless you have the Premier version of Marketing Console.For our first chart, we're going to analyse the customers we sent the print postcard invitationto and look at a breakdown of where they come from based on their city.Select the Travel Account and Travel Campaign from the drop-down lists. Then, select thePrint Population report from the Print sub folder in the list of General Reports.Enter a Title and Description for the report.In the Population Filter area, select the Touchpoint which you created when printing thepostcard.Select to Group by the City ADOR, and click the Run Report button.108 Cross Media Tutorial XMPie Training

In a few moments the page will be updated with the chart requested. If yours doesn't look the same, you can scroll back up and double check the Population Filter settings and run the report again. When you are happy with the report, click the Save button that appears above the chart. Click the checkbox to Show in dashboard, and click Save. Your report is now saved under Custom Reports, and will also appear in the dashboard area, which we will look at shortly. Before we go to the dashboard view, let's add a few more charts. Select the Website Population report from the Web sub folder in the list of General Reports. Enter a Title and Description.XMPie Training Cross Media Tutorial 109

In the Population Filter select the name of your travel campaign's Website and click RunReport.Your report will soon display. Depending on how many people you have tested registering,your chart may look different.Click on the Save button, and remember to check the box to also save the chart to thedashboard.Select the 10 day Landing Report from the Web subfolder in the list of General Reports.110 Cross Media Tutorial XMPie Training

Enter a Title and Description. Click Run Report. Your report will soon display. Click on the Save button, and remember to check the box to also save the chart to the dashboard. Additional information and notes The landing over time report counts sessions. Because I tested the landing page for four recipients at the same time in the same browser, this was seen as one session. Also, the report is non-unique sessions, so if the same recipient comes back later in the day after the session has expired, this report would count a second visit for that recipient on that day.XMPie Training Cross Media Tutorial 111

This time, let's create a report manually from the blank report so you can see how to addconditions to the population filter. We will create a report to find those recipients who haveboth visited the website, and clicked on the register button.Select the Population Report from the Blank sub folder in the list of General Reports.Enter a Title and Description.Select to Group by the offer ADOR.Click Add ConditionFrom the General Reports panel, click to create a new Population Report.Click to Add Condition. Click Event Condition. Click Next. Click Web Event. Click Next.112 Cross Media Tutorial XMPie Training

Click Page Visit and select your website name and the name of your landing page. You will be returned to the report editor with your condition setup. Click Add Condition again to add a second condition. Click Event Condition and Next. Click Web Event and Next. This time, click Action and Didn't perform. Then select your website name, the Update page, and the Registered button.XMPie Training Cross Media Tutorial 113

You will be returned to the report editor with the second condition added.Click Run Report. Click Save, and also add this chart to the dashboard.Creating population comparison report chartsNow we look at a population comparison report to compare how many print invitations we sent out,versus how many people have visited their landing page. Step by step instructions Select the Population Comparison Report from the Blank sub folder in the list of General Reports. Enter a Title and Description. You will notice that the Population Comparison Report will show you two Population Filters. Enter a name for Population A – Web visitors. Enter a name for Population B – Postcards Printed In the Population A area, use the Add Condition link to add two conditions as shown in the previous example. This time, select recipients who had a Print Event, and also visited the travel website. When complete, use the Copy Down icon to copy the filter conditions to the Population B area.114 Cross Media Tutorial XMPie Training

. In the Population B filter, uncheck the box to disable the second condition. Select to Group by the gender ADOR. Click Run Report. Your report will soon display. Click on the Save button, and remember to check the box to also save the chart to the dashboard.XMPie Training Cross Media Tutorial 115

Changing display attributesYou will notice in our chart, that our labels for Gender are just m or f – which is what is in the genderADOR object.To make the report nicer for customers to view, we will now change this to be Male and Female. Step by step instructions Click the Administration icon at the top of the window. Click the Attribute Display Settings link. Select the correct Account/Campaign/Attribute in the left-hand column, and click Edit on the right-hand side.Enter new values to appear instead of m and f. And, click Save.Click on the Reports icon at the top of the window. From the list of Custom reports, click the Printed vs Visited by Gender report that we just created.Click Run Report. You will see the chart is now updated to use your new display attributes.Click Save.This time, the Save Report dialog knows that you are saving an existing report, and offers youto replace the existing report.116 Cross Media Tutorial XMPie Training

Creating key performance indicator (KPI) chartsThis new chart type was introduced in Marketing Console v2.0. Gauge or KPI charts are very usefulat showing the performance of a component of the campaign in an easy to understand way. In thisexample, we are going to chart the success of the postcard mailing at getting customers to theirpersonalised website. Step by step instructions The Gauge chart is a type of population comparison chart. Since the query to select the recipients is the same as we used in the last example, simply click the Printed vs Visited by Gender report, from the list of Custom Reports. The Report Editor will show the selection criteria we used in the last example. Change the Title and Description of the report. Scroll down to the Chart Type and Group by selectors. First, change Group by to [none], then change Chart Type to Gauge. NOTE: Special attention and warning You must change the Group by back to [none] first before the Chart type. The Group by selector is not available once you change the Chart type.XMPie Training Cross Media Tutorial 117

When the report editor refreshes, scroll down to set the gauge configuration options.Click Run Report. If desired, adjust the Gauge settings and click Run Report until you have a chart you would like to keep. When happy, click Save and save the report to the dashboard. Do not choose to replace the previous report.Creating population list reportsNow, let's create a Population List Report. We will find the details of those people who have not visitedtheir web page. Step by step instructions Select the Website Population List from the Web subfolder in the list of General Reports. Enter a Title and Description.118 Cross Media Tutorial XMPie Training

Select your Travel Website in the Population Filter Condition. In the Column Selection area, select the data fields you want to appear in your list report, and click the arrow to move them to the right hand column. (You can use Control-Click to select multiple data fields at the same time.) If you wish, you can also use the Sort by options to sort the list. Click Run Report. After a few moments, your list will appear. Click Save to save the report to the Custom Reports list. Note that you cannot save lists to the dashboard.XMPie Training Cross Media Tutorial 119

Writing back data to the recipient list for followup marketingNow we can use this list of customers who have not yet come to the website to do followup marketing totry and increase the success of our campaign. Step by step instructions Click the Advanced button and select Write Back. Select the ICP Port for your travel campaign. Select the ADOR that you want to write back into. Enter a value to write back for all the recipients returned by this list report. Click Next.You will be asked to confirm or approve that you want to write back to the database. ClickNext to confirm. Additional information and notes The Process window should pop up a new window which will show the progress of the write back process. If this window does not appear, it is possibly because you have a browser option preventing pop ups. In this case, you can adjust the setting, and use the link to try again.120 Cross Media Tutorial XMPie Training

Managing custom reportsCustom Reports are unique to each campaign. However, you may have several reports and graphs foryour customers. Step by step instructions To make it easier for the customer, you can create groups and subgroups of reports by using the Manage link at the top of the Custom Reports panel. Simply click New Folder to create a new group for your reports, and drag and drop the reports into the folders you desire. Additional information and notes This drag-and-drop feature is not supported in all web browsers.XMPie Training Cross Media Tutorial 121

Using the Dashboard viewClick the dashboard icon at the top of the window.The dashboard is where most customers will go to get an overview of their campaign.You can click the magnifying glass icon on any of the reports to see the full-size report and the datatable.You can click the pen icon on any of the reports to return to the Report Editor for that report.Charts in the dashboard can also be reorganised by clicking and dragging individual charts to a differentposition. Additional information and notes This drag-and-drop feature is not supported in all web browsers.122 Cross Media Tutorial XMPie Training

Live reporting in actionWhile still in the dashboard view, open another browser window and enter the URL of another of therecipients in our database who is on the list report as not having visited the website, eg:http://www.rwt.xmpie.com/cruise/Fred.Farrellor http://www.rwt.xmpie.com/cruise/Scott.McPhaddenProceed through the process registering the recipient taking note of your selections.Now return to the browser with Marketing Console. Take note of the current data, and click the UpdateNow button. (Depending on how long it has been you may be asked to login again.)You should see the figures update based on your last registration. Note: There is a slight delay of 1 to 2minutes for the data to synchronise assuming there is no other large campaigns...Using the uProduce MC iPhone application If you have an Apple iPhone or iPad, you can browse the Apple App Store and search for XMPie. You will find an application called XMPie MC which enables you to view Marketing Console charts on the iPhone/iPad. Step by step instructions Once the application is installed, use the Settings button to enter the servername or IP address of your Marketing Console server, and a username and password.XMPie Training Cross Media Tutorial 123

When you save the settings, the iPhone will search theuser account in Marketing Console, and return a list ofaccounts and campaigns which have charts saved inthe Marketing Console dashboard.Note that the iPhone will only see charts saved to thedashboard.Click the Account name to view the reports available inthat Account.Click the name of one of the Reports in that Account. The two icons in the middle at the bottomof the screen enable you to choose between a chartonly, or a chart with table.124 Cross Media Tutorial XMPie Training

You can rotate the screen to view it horizontally, and you can zoom in and out using the normal iPhone Pinch technique with two fingers on the screen. Lastly, the Forward icon (in the lower right- hand corner) enables you to forward the chart to someone in an email that will be sent from the iPhone. Additional information and notes The iPhone application is only supported by PersonalEffect Analytics Premier. PersonalEffect Signature and Express editions cannot use the iPhone application.XMPie Training Cross Media Tutorial 125

Module 12 –Followup marketing activitiesThere are several opportunities and reasons for followup marketing activities in this sample campaign.We have already prepared for one – to email to those recipients who have not visited their RURL page.Another example of followup marketing could be to send a reminder email or SMS message the daybefore the event, but only to those who registered reminding them to come to the event.DurationAbout 30 minutesObjectivesAt the end of this module, you will be able to:zz Creating an email activity in the XMPie dashboard,zz creating and sending a bulk email rather than the \"event triggered\" email we sent before, andzz using a query when processing a document.MethodHands on exercise with instructor leadingProcedureSending bulk email / SMS to selected recipientsFor this example we will send the invitation email to those recipients who have not yet visited the websiteafter we sent out the print postcards. We marked these people in the database using Marketing Consolein the previous chapter. Step by step instructions Open a browser window and enter the URL of your uProduce server dashboard. Click to enter the Account, and Campaign you are working on. Click the Email link to go to the email activities. Click New to create a new Email Activity. Enter a Name for the email activity. Select the Recipient Data Source.126 Cross Media Tutorial XMPie Training

Select to use a Query, and enter the selection query. Enter the query: select * from @[contacts] where [followup] = 'yes' Select your email Delivery Provider. Select Commercial for this type of bulk email. NOTE: Special attention and warning If you are using an SMTP Delivery Provider and you see this warning: You have not set the Custom sender details on the Account page as described in \"Creating a new Account\" on page 29 to make the change. Fill in the Message Header fields with either static values, or ADORS from the list of on the right. Select the MailInvitation as the Document. Click Save.XMPie Training Cross Media Tutorial 127

You are returned back to the list of email activities. Click on the name of your new EmailActivity to test sending it.Notice that the No. of Recipients listed (9) is less than the total number in the database (12)and is also the same number found when we ran the list report in Marketing Console. This isshowing that our Query is working. Click Test Sending.The test feature permits you to select a range of recipients, and send them to your own emailaddress. This enables you to see that the variable fields are working correctly in the emailtemplate.Enter your email address, and select to send two or three emails to yourself and click Send.Open your email client and check the emails. NOTE: Special attention and warning This test is particularly important for HTML emails which you should check in different email clients to ensure that your HTML design is compatible with different email readers.You will be returned to the invitation email activity screen. Under related jobs you will notsee your test listed unless you click Show Tests on the right. NOTE: Special attention and warning If you have an error sending this test email, you can click the ? icon to find out why. If you are using SMTP it is most likely that your email template still has the commercial footer and you have not set the Custom sender details on the Account page as described in \"Creating a new Account\" on page 29 to make the change.Assuming everything is ready to go, click Send.128 Cross Media Tutorial XMPie Training

Select to send to All recipients returned by the query. Click New to add a new Touchpoint for the email being sent to the customer. Select to Activate Tracking. Click Send. You will receive a pop-up warning that you are about to send the actual email to customers in the database. Click OK.Creating hand out documents or reminder email/smsIn the same way we selected recipients who haven't visited the website by using a query, we can alsoselect those who have actually registered to attend the event to send reminder emails, SMS, or to printout personalised hand out materials.The query to use would be: select * from @[contacts] where [registered] = 'yes'This is standard SQL query syntax, with one exception. Because we automatically converted the flatfile database to a SQL table hosted on the XMPie's SQL Server, we don't really know the name of theuploaded table. Therefore, we use the @[tablename] to select from the correct table.The name to use in the square brackets will depend on the type of data uploaded in our case it was a textfile, so the name should be the name of the text file without the extension.For an Excel file, the table name would be the sheet name in the Excel file.For an Access file, the table name would be the table name in the Access file.XMPie Training Cross Media Tutorial 129

Additional information and notesFor sending SMS messages to mobile phones, it is possible to create a text email message(under 160 characters in length) and sending it to an email to SMS provider. Depending onthe provider, normally the number to send the SMS to is part of the email address that yousend to, or part of the subject of the email message. For more information on the requiredformat, please contact your email to SMS provider.130 Cross Media Tutorial XMPie Training

Module 13 –Advanced topicsNow that our basic cross media campaign for 'Round World Travel has been completed, let's look at someadvanced techniques which you may need for your future campaigns.This section is an optional part of your XMPie training session. If your group progresses quickly throughthe first part of the guide, and has good working experience with Dreamweaver and web-basedtechnologies, your XMPie instructor may include this section at his/her discretion. The main purpose ofthis section is for your future reference.Adding a new field to the database and plan file afterthe campaign is setupInevitably, despite the best planning, you will start to setup a campaign and have everything working,then the customer will ask you to capture a new piece of information from recipient on the web formpage.This topic will step you through the process to:zz Add the field to the database,zz update the campaign plan file,zz update the campaign port, andzz use the new ADOR object in Dreamweaver.For this example, let's assume that we want to capture the recipient ID of anyone who referred a newperson into the campaign with the refer a friend web page. In other words, when we insert the newperson into the database, we also want to record the recipient id of the person who is adding them. Inorder to do this, we would need to add a new database column to hold that information.Adding a new field to the database Step by step instructions Firstly, download the data as it currently stands. Additional information and notes In order to keep any new recipients – added by self registration or referrals – it is important to download the current data rather than use the contacts.txt file that we started with at the beginning of the campaign setup. Log into the XMPie dashboard, browse to your Account and Campaign. Click the Data sources link. Click on the name of the hosted data source that your campaign is using. Because the hosted data source was created automatically when we uploaded the campaign package, it should be called Recipient Data Source.XMPie Training Cross Media Tutorial 131

Click on the name of your data source.Click the Checkout button to notify other users that you are working on the data source.Click the Export button.Select to export to a Separated values text file with Comma delimiters, and click Export.Select where to save the file. Additional information and notes Note that some pop-up blockers will try to prevent the data source download. If you have difficulties, you can click the download link again after adding an exception to download from this server.Click Close to return to the list of data sources.Unzip the text file.Edit the contacts.txt file in a text editor and add a comma, and the extra row header\"referredBy\" at the end of the first line.Save and Close the modified file.Back in the browser, click the Checkin button.Click New to add a new data source.Click the Browse button and select your updated contacts.txt file.Select Separated Values Text as the Data Source Type and Comma delimiter.Click the Save button.You will be prompted to confirm that you want to replace all the current data. Click OK.132 Cross Media Tutorial XMPie Training

Adding the new data field to the plan file Step by step instructions While still in the browser, click the Plan link in the left-hand list. Click the name of your plan file. Click Checkout to lock the file and notify other users that you are working on the plan. Click Download to download a copy of the plan file to your computer. Open the plan file with XMPie uPlan. In the Plan Objects area, expand the Recipient Information, and then expand the Schema. Right-click on the Schema and select to add a New Field with the type of String. Enter the name of the new database column. The name must be exactly the same as you created in the text file: referredBy. Now right-click in the ADOR Objects area and select to create a New ADOR Object with a type of Text. Enter a name for the new ADOR Object. The ADOR Object name can be different to the database field name if you like. In this example, I am also naming the ADOR Object referredBy.XMPie Training Cross Media Tutorial 133

Click on the new ADOR Object to select it.In the Properties area click the word Read next toExpression Type. An icon with three dots will appear.Click on this icon.In the dialog which pops up, change the ExpressionType to be read+write and click OK.Right-click on the referredBy ADOR Object and selectEdit Read Expression to open the Expression editor. Click and drag the referredBy field from the Schema under Plan Objects and drop it into the Expression editor window.134 Cross Media Tutorial XMPie Training

Right-click on the referredBy ADOR Object and select Edit Write Expression to open the Expression editor. Additional information and notes Note that you can tell the difference between the Read and the Write expression by the name that shows in the tab of the Expression editor. Read Expressions start with [R], while Write Expressions start with [W]. Drag and drop the referredBy field to the Write expression editor. After the field name, enter a space and := value (Don't forget the colon!) Additional information and notes value is a keyword which will be replaced with the text that is entered into the web form and passed to the plan by the Insert or Update functions added to the page by the uCreate XM buttons. Note that the value from the web form is always passed as text. If you need to insert this value into a SQL database column which has a data type of integer or datetime, then you must use AsNumber(value) or AsDate(value). Click the Validate icon in uPlan to confirm your plan changes. You may get a warning about a missing database link, but all ADOR objects should validate. Save and Close your revised plan file. Back in the browser, click the Checkin button. Click Browse, and select the revised plan file. Click Save.Updating the PortBecause we have changed the ADORs, and we want the new ADOR to be available to the web, we need toupdate the Port. Step by step instructions While still in the browser, click on the Ports link in the left-hand list. Click on the name of your port. Click Checkout. Click Checkin. There is no need to make any changes, just click Save.XMPie Training Cross Media Tutorial 135

Updating the referral page to capture the new data Step by step instructions Start Dreamweaver and open the referral.aspx page. Click the Refresh icon on the uCreate XM bar. Under the Bindings tab, you should see the new referredBy ADOR object. Add a hidden text field to the form and call it referredBy. Then bind the XMPieRecipientKey ADOR to the input.value of the new hidden text field. NOTE: Special attention and warning The above step may seem counter intuitive. Many people will attempt to bind the new referredBy data column to the hidden field because it has the same name. Because our database has nothing in the referredBy column, this would result in an empty hidden field. What we want to do is to capture some information about the current recipient and push that information into the database together with details of the new person being referred. This enables us to identify who referred the new person into the campaign. Click the Insert button on the uCreate XM bar and choose Referral. Link the referredBy form field to the referredBy ADOR object to push the information to the database. Click OK to save the change. Save the referral.aspx page, upload it to the web server, and test. You should find that the XMPieRecipientKey of the person already in the campaign is entered into the referredBy column for any new people that they refer into the campaign. (To confirm this, you can export the data source via the dashboard and check.)Using SQL to get ADOR values from a different tableIn some cases, while your plan is linked up to one table for the recipient data, you may want to getsome additional information from a different table, or perform some kind of calculation over multiplerecipients.In the previous example we captured the XMPieRecipientKey of the person who referred someone intothe campaign. Now, following on from that example, we might want to do something more with thatinformation:zz query the database to get the firstname and/or email address of the person who referred the recipient (for example, this could be used to sign the welcome email sent to the newly referred person).zz get a count of how many people that the recipient has referred (for example, this could be used as an incentive – \"refer at least three people to get an extra bonus or discount\".)136 Cross Media Tutorial XMPie Training

Step by step instructions With uPlan, open the plan file that you modified in the previous example. In the Plan Objects area, right-click on Variables and create a New Variable that will return a String. Name the new variable referrerFirstName. In the Plan Objects area, expand the Filters and double-click on the All Recipients filter. In the expression window, select and copy the expression. Close the All Recipients filter. In the list of Variables, double click on the new referrerFirstName variable to open the expression window. Paste in the SQL expression that you copied from the filter. Additional information and notes Depending on your uPlan version and how the plan was created, you may not have an All Recipients filter. In this case, just skip ahead and enter the expression shown on the next page. In your own examples later, you can enter the name of a different table if required for your purposes. The @ character means the following item is a SQL parameter. Parameters can be changed programmatically. This means that the actual table used by the query can be changed later by uProduce. If you are using this technique to link to a specific table, rather than the primary table of the plan, then you would omit the @ and simply name the table you want to use. Now that the SQL from the filter is there, we need to make two changes to modify it for our purpose. zz For this example we need to get the firstName, not all columns, so change the * (asterisk) character to be [firstName] zz Also, we only want to get one record – the firstname of the person who referred the current recipient, so at the end of the SQL add the following: where [XMPieRecipientKey] = |->[referredBy] (Remember you can drag the |->[referredBy] from the plan Schema to the expression window rather than type it.)XMPie Training Cross Media Tutorial 137

Your variable's expression should now look like:Now to display the variable on the page we need to create an ADOR object.Right-click in the ADOR Objects area, and select to create a New ADOR Object with a type ofText.Name the new ADOR referrerFirstName and double-click to open the read expressionwindow.Drag your new variable from the Plan Objects area and drop it in the expression window. Theread expression for your ADOR object should look like this:Repeat the process to create a new variable which returns a Number.Call the new variable numberOfReferrals. We will use this variable to calculate the number ofpeople that each recipient has referred into the campaign.Double-click to edit the variable and enter this expression:Select Count([XMPieRecipientKey]) as [qty] From @[contacts]where [referredBy] = |->[XMPieRecipientKey] Additional information and notes Count() is a SQL function. It will return the number of rows that the query returns. In this case we are limiting the query to find only rows where the referredBy column contains the current recipient's XMPieRecipientKey. Therefore, we will get a number which is the number of people that this recipient has referred into the campaign. You can learn more about SQL functions here: http://www.w3schools.com/SQL/sql_functions.aspRepeat the process to create a new ADOR object which returns Text.Call the new ADOR Object referralBonus.Double-click to edit the ADOR object's read expression.Enter the following expression:if (@{numberOfReferrals} >= 3){ \"Congratulations, you have referred \" & @{numberOfReferrals} & \"people!\"138 Cross Media Tutorial XMPie Training

} else if (@{numberOfReferrals} = 0) { \"You need to refer some people to the campaign first!\" } else { \"Sorry, you have only referred \" & @{numberOfReferrals} & \" people.\" } Click the Validate icon in uPlan to confirm your plan changes. You may get a warning about a missing database link, but all ADOR objects should validate. Save and Close your revised plan file. Back in the uProduce dashboard: Browse to the correct Account/Campaign. Click Plan in the left-hand list. Click the name of your plan, then click Checkin. Click Browse, and select the revised plan file. Click Save. Click on the Ports link in the left-hand list. Click on the name of your port. Click Checkout. Click Checkin. Back in Dreamweaver: Start Dreamweaver and open the referralThanks.aspx page. Click the Refresh icon on the uCreate XM bar. Place the referralBonus ADOR Object onto the page so you can see the resulting text after referring someone. Save and upload the revised page to the web server. Open the MailReferral.aspx page. At the bottom of the email message add a new line and add some text to sign off the message from the friend who is sending the referral. For example: Regards, And place the referrerFirstName ADOR object at the end. Save and upload the revised page to the web server. Test the referral process to check the email and the referralThanks page.XMPie Training Cross Media Tutorial 139

Changing the landing page based on an ADOR valueIn some cases you may want to change the landing page which is shown to the recipient based on somevalue in the database. For instance:zz For an event registration campaign, you might not want to show the registration page a second time if the customer comes back to the Response URL after they have already registered,zz for a multi-national campaign, you need to change the page shown to the recipient based on the country or language field in the database, orzz for a campaign where you are selling a product or offering a renewal, once the customer has bought or renewed, you don't want to see the purchase page again since it could cause confusion, so you could show an order status page...For this example we will create a second landing page and display it for the recipients who have alreadyregistered to attend the event. Step by step instructions Open Dreamweaver, and locate the landing.aspx page in the Files palette. (Hit the F8 key if the Files palette is not visible.) Click on the landing.aspx file to select it, and type Control-D to duplicate it. Alternatively, you can right-click the file and select Duplicate from under the Edit menu. This will create a new file called Copy of landing.aspx. Click to select the file Copy of landing.aspx. When it is highlighted, click it again and edit the file name to landingRegistered.aspx Open the landingRegistered.aspx page, and change some text on the page so you can identify this is different to the landing.aspx page.Save and Upload your new landingRegistered.aspx file to the testing and production webservers.Now open the landing.aspx page.Switch into code view by clicking the Code button.140 Cross Media Tutorial XMPie Training

Place the text cursor at the end of line 17 after the </script> and enter a new line. Paste the following code segment into the page after the </script> tag: <script runat=\"server\" language=\"c#\"> protected void Page_Load(Object Src, EventArgs E) { if (AdorRec.FieldValue(\"registered\", null) == \"yes\") { uCreateXMCtrls.uCreateXMCommonCSharp.XMP_ RedirectCompatibleWithHelicon3( \"landingRegistered.aspx\"); } } </script> Your code should now look like: The highlighted section of code checks the value of the registered ADOR Object, and if it is yes then it will redirect the recipient to the landingRegistered.aspx page. If registered is empty or any other value, then it will do nothing and therefore continue to display the current landing.aspx page. Naturally, you could extend this code with else or else if to provide redirections to different pages based on other values in the database. Save and Upload the revised landing.aspx page to the testing and production web servers and test the result for both recipients who have registered and those who have not.XMPie Training Cross Media Tutorial 141

On some occasions you may have multiple pages to redirect to. There are several ways to dothis:1) Use multiple if statements:<script runat=\"server\" language=\"c#\">protected void Page_Load(Object Src, EventArgs E){ if (AdorRec.FieldValue(\"product\", null) == \"book\") { uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3( \"book.aspx\"); } else if (AdorRec.FieldValue(\"product\", null) == \"magazine\") { uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3( \"magazine.aspx\"); } else { uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3( \"generic.aspx\"); }}</script>2) Use a switch statement:<script runat=\"server\" language=\"c#\">protected void Page_Load(Object Src, EventArgs E){ switch (AdorRec.FieldValue(\"product\", null)) { case \"book\": uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3( \"book.aspx\"); break; case \"magazine\": uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3( \"magazine.aspx\"); break; default: uCreateXMCtrls.uCreateXMCommonCSharp.XMP_RedirectCompatibleWithHelicon3(142 Cross Media Tutorial XMPie Training

\"generic.aspx\"); break; } } </script> 3) The ADOR Object can hold the name of the page to go to. (For example the page to go to can come from the recipient database, or be set by plan logic.): <script runat=\"server\" language=\"c#\"> protected void Page_Load(Object Src, EventArgs E) { if (AdorRec.FieldValue(\"landingPage\", null) != null) { uCreateXMCtrls.uCreateXMCommonCSharp.XMP_ RedirectCompatibleWithHelicon3( AdorRec.FieldValue(\"landingPage\", null)); } } </script>Setting a select tag based on an ADOR object value(using Javascript)If your web page has a select tag or radio button group, it is possible to pre-select a value based on anADOR object value.For instance, in our example campaign we know the gender of the customer. If we wanted to show aselect tag for Gender and pre-select the value we have in the database, then here is the process. Step by step instructions Open Dreamweaver, and locate the Update.aspx page in the Files palette. (Hit the F8 key if the Files palette is not visible.) Add a new table row and add gender drop-down. You can refer to the section where we created the referral.aspx page if you need any help.XMPie Training Cross Media Tutorial 143

NOTE: Special attention and warning Note that the Values for the select tag options must be m and f in order to match what is in our database, and that the code will be case sensitive.Switch into code view by clicking the <>Code button.Locate the </head> tag which should appear about line 70.Paste the following JavaScript function in the header of the web page before the</head> tag:<script type=\"text/javascript\" language=\"javascript\"> function fixSelect(tagName,selectValue) { var elem = document.getElementById(tagName); for (var x=0; x< elem.options.length; x++) { if (elem.options[x].value==selectValue) { elem.selectedIndex = x; } } }</script>Your code should now look like: Locate the <body> tag which should be around row 83. XMPie Training144 Cross Media Tutorial

At the end of the tag, inside the closing \">\" type a space and: onload=\"fixSelect('gender','')\" If you did not name your select tag gender then replace gender with the name of the select tag you created. Note that the name is case sensitive. In the Bindings palette, locate the gender ADOR Object. Drag and drop the gender ADOR in between the single quotes as shown below.XMPie Training Cross Media Tutorial 145

Your <body> tag should now look like: Save, Upload and test your page for both male and female recipients.Setting a select tag based on an ADOR object value(using C#)In some cases, web developers would prefer to avoid Javascript. In this example, we perform the sametask as the last, only using C# server-side code instead of Javascript client-side code.Same as before, will use the Gender ADOR object value to pre-select the Gender select tag. Step by step instructions Modify the Update.aspx page so it contains a Gender drop-down select box as shown in the previous example. Click on the new Gender drop-down list to select it. Switch into code view by clicking the <>Code button. The code window should open with the Gender select object highlighted. Click to place the cursor after the m in the option tag and enter the following code: <%# AdorRec.FieldValue(\"gender\", Container).ToLower() == \"m\" ? \"selected\" : \"\" %> Your code should now look like: Click to place the cursor after the f in the option tag and enter the following code: <%# AdorRec.FieldValue(\"gender\", Container).ToLower() == \"f\" ? \"selected\" : \"\" %> Your code should now look like: Save, Upload and test your page for both male and female recipients.146 Cross Media Tutorial XMPie Training

Using custom PDF joboptions for print productionIntroduced in version 5.2, this feature enables the use of custom PDF joboptions during print production.Making specific settings to the PDF may be required to apply colour profiles or make other settingsrequired for PDF workflow products. Step by step instructions In InDesign, select Define... from the File -> Adobe PDF Presets menu Select New... to create a new PDF preset.XMPie Training Cross Media Tutorial 147

Enter a name for the custom preset. Select the specific PDF settings required for your output.Click OK to save. NOTE: Special attention and warning Note that XMPie will override some PDF settings. For information on which settings are changed refer to the uProduce Reference Manual.Now, when you select to Dynamic Print to PDF, the custom PDF settings can be selectedfrom the Advanced section.You can also copy the custom PDF settings to use on the uProduce server.148 Cross Media Tutorial XMPie Training

Open the Adobe PDF Presets from the File menu. Select your custom settings, and click Save As... Enter a name for the file, and save it to your Desktop, or another location. Copy the file to your uProduce server in the following location: \\uprodsrv1\XMPie\XMPieData\Shared\Settings\JobOptions Once the file is in the folder, you can select your custom PDF settings in the Advanced Parameters area of the dashboard's Process page. Additional information and notes If you are working with a PersonalEffect cluster, there is no need to copy the joboptions file to all Extension servers – only the Director. Additional information and notes If your PDF joboptions file is setting a particular ICC colour profile, you will need to install the ICC profile to all production servers.XMPie Training Cross Media Tutorial 149

Creating and using XLIM documentsIn addition to using Adobe InDesign Server as a document composition engine, XMPie has its ownproprietary engine called XLIM. There are several reasons why you may want to consider using XLIM onyour uProduce Server:zz XLIM documents process significantly faster than InDesign files,zz with the e-Media edition of PersonalEffect, there is no InDesign Server available, so XLIM is the only document format available on the server, andzz in a web-to-print environment, using a XLIM document opens the uEdit feature enabling the customer to modify the document layout as part of the order process.Of course, the performance increase with XLIM comes with a price – there are many features available inInDesign which are not supported in XLIM. For this reason, XMPie provides an additional XLIM PreflightPalette in InDesign so you can see what is not supported, and choose how to modify the document towork with XLIM.In the following section we will look at modifying the postcard invitation and creating a XLIM documentpackage. Step by step instructions Open the Invitation Postcard which you completed earlier in this guide. From the flyout menu on the uCreate Print palette, select XLIM -> XLIM Preflight.On the XLIM Preflight palette, check the On checkbox.150 Cross Media Tutorial XMPie Training