1. 1. Author Reference Guide 8.0 This document is copyright Transmedia Storyteller Ltd. You may use, copy and share this document for the purpose of working with Conducttr or promoting Conducttr or promoting transmedia storytelling. Any other use is strictly prohibited and may result in the cancellation of service or worse including legal prosecution. Draft 8.0 27 June 2017
2. 2. Change Control Document origin Name Job Title Date Author Robert Pratten Jun 2011 Document HISTORY Version Amendment Issued 0.1 Initial draft Jun 2011 1.2.0 Update from 1.0 Aug 2011 1.2.1 Minor corrections and addition of "Check Usage" to trigger section 06 Aug 2011 1.2.2 Updated email verification process which has resulted in Figure renumbering Added information about Excel macros on Data Log 10 Aug 2011 1.2.5 New workspaces New email triggering on email Body 20 Sept 2011 1.2.51 Added advice on turning off Twitter notifications if working with email too 11Oct 2011 1.2.6 Updated guidance on using the Latch trigger 10 Nov 2011 1.2.7 Improved the description of how the Copy/Move trigger works 19 Nov 2011 1.3 New release of Conducttr to include Groups, Group Triggers and Group-specific email broadcasts & replies. 28 Nov 2011 1.3.3 New Facebook account & container; additional clarification on group actions and clarification of delayed triggers 16 Dec 2011 1.3.4 Content now use color to highlight audience-seen content; ability to forward email that gets stuck in spam; new section on Practical matters relating to managing a project 22 Dec 2011 1.4 Updated YouTube instructions to take account of new Google account operations Added new proxy-triggering feature for emails 3 March 2012 1.5 NEW: Attributes, Comparison Trigger, Change Value Trigger, Widget 2nd April 2012 1.5b Tropo changed the way it validates tokens! Hence updated the SMS account setup 23 May 2012
3. 3. 1.5c Added information about Conducttr Mobile including World Workspace, Dashboard Subscription Trigger and Badges. Updated the Twitter authentication description. Updated the Comparison Trigger with new radio button. 9 June 2012 1.5d Added information about the Facebook post and Facebook Trigger 10 June 2012 1.61 Added Tumblr information. Updated to show new container layout 3 July 2012 1.7 Added Teams, Teams Widget and Redesign of Manage Audience workspace. "Custom Fields" renamed to "Attributes". Alternatives added to all messaging content. Added new Count By Audience/World feature on messaging triggers. Introduction of StoryView - new way to view Content. 27 Aug 2012 1.7.1 Improved description of Change Value action 3rd Sept 2012 1.8 Introduction of the Whiteboard Updated workflow advice to take account of new Whiteboard "Tabs" renamed as Scenes 7th Sept 2012 1.8.1 Introduction of: Index Cards in Whiteboard Clickatell SMS for UK, Europe and RoW API 1.0 ability to rename and reorder Phases in Whiteboard Deleted advice on Trigger naming conventions as the previous limitations have gone. 30th Sept 2012 1.9 Introduced "Recent Activity" and World Progress Bar. Removed "Preparation Workspace" and moved Author page to main menu as "You" Introduction of Twilio SMS. Improvements to Whiteboard: Colors, multi-select, auto-scroll, copy & move between phases, Improvements to Team:team reply in messages (email, Twitter & SMS), team-based Group actions , improved Team widget - now uses minimum number of players as default for rows in widget New Image Asset (in addition to Flickr) - ability to upload images directly to Conducttr Updates to the following content for better support of image and video embedding: Facebook Post (improved support for Wordpress, Blogger) Updates to Progress Trigger - added World Progress Fixed unused control on Experience Points action. 11 Nov 2012 1.9.1 Added journal feature to direct output to browser rather than actual live accounts 1.9.2 Added Story Grid 30th Nov 2012 1.9.3 Renamed Quests to Scenes and provided better workflow for getting started; Added ability to create Triggers from inside the Content Workspace; Re-wrote the Getting Started part of this document 4 December 2012
4. 4. 1.9.4 Corrected typos! 4 December 2012 1.9.5 Added additional clarification to API section relating to POST Allow Unauthenticated API calls Updated description and operation of Published Triggers 20 Jan 2013 1.9.6 Corrected error in API descriptions (had used audience_id when it should have been audience_email) 24 Jan 2013 1.9.7 Calendar "workspace" added 4th Feb 2013 1.9.8 Added to API: audience_name, audience_lname 11th Feb 2013 1.9.9 Added Anticipated Triggers and Response Metrics Added Inbound Messages Report Renamed some content types to be more specific and repurposed the term "Containers" to mean items intended for the Inventory. Added Containers and Inventory for API applications; Updated API parameters Added Audio asset; Added ability to upload PDF Document (rather than link to external doc via URL); Added Standard and Enhanced Polling to twitter account description. 17 May 2013 1.10.0 Added information about backups and templates. Started updating document to take account of the new UI. This work is unfinished. 13 Aug 2013 1.10.2 Assets can now be added to Scenes (but unaffected by scene condition) Attributes now have Default Value setting Added Channel Planner! Significant re-organization of sections. 15 Sept 2013 1.10.3 Added information about C-Touch NFC app and how to encode tags correctly 26 Oct 2013 2.0 Added Beat Sheet Added Call Message and Phone Call Trigger Updated Tropo account setup. 13 Dec 2013 2.1 Added instructions for Beat Sheet commands. New expand and collapse controls added to Scene in Beat Sheet 19 Dec 2013 2.2 Overhaul of document structure and updates to all sections. 29 Dec 2013 2.3 Overhaul of account creation and Character panel 29 Jan 2014 2.4 Addition of a. Drag and drop beats b. Drag and drop content to beat sheet c. HTML emails d. 3rd party reply emails from Tweet 16 May 2014 2.5 Added bookmarks for use with the new Walkthrough feature 8 June 2014 2.6 Added additional parameters for API Call Added additional information about Audience Panel updates Updated log data output and description. Reorganized that section of report to make top-level header 13 June 2014 4th July 2014 6th July 2014
5. 5. 2.7 Added Project Activity and Audience Activity feeds 10 August 2014 2.8 New Content Details panel that contains the content Body/Header/Logic and other content-related panels 12 Sept 2014 2.9 New calendar that shows content Information on limits interactions and audience numbers 25 October 2014 3.0 NEW: Last Resort trigger Improved: Watch trigger improved to allow option of Incremented & Decremented in addition to Changed Conditional Scenes condition now affects logic too Group Add/Remove/Copy/Move now also works for 3rd party Additional comments: Watch trigger processing order was reduced and now fires at the end of a beat after all other actions are taken. 16 November 2014 3.1 NEW Chapters introduced to beat sheet to help with organizing scenes (especially helpful in large projects!) IMPROVED Facebook API updated to 2.2 and Twitter API revised so that images now appear to have been uploaded. Previously Conducttr was sending a link. Narrator can now be renamed and alternative image uploaded Scenes now reorganized by drag and drop or send to a different Chapter Updates Updated section 5 to reflect new Reports pop-up 30 November 3.3 NEW Client Partitions; Parsing; Smartwords; Team triggers; Link trigger Else trigger; BCC; DELETED: World workspace and Conducttr Mobile. This has been superseded by the Communicator 15 February 2015 3.4 Updated Alternatives and included new capability to attach different images and videos per alternative and By variable May 31st 3.6 NEW Date & Time functions: TIME(), NOW(), HOURS(), MINUTES(), DAYS(), DATE() Maths operators: * / + - ^ MOD, LOOKUP 11th Nov 2015 3.7 NEW String functions LEFT, RIGHT and MID Instagram trigger 27th Nov 2015 3.8 Function sections updated due to change of syntax which now requires || to be either side of the whole function. Updated Whiteboard section 1st Feb 2016 3.9 Updated with additional information about arrays. Removed old information about smartwords. 7th Feb 2016
6. 6. 4.0 NEW An.cr links now have Standard and Premium versions allowing repeat fire of links Touchpoints have been updated to accommodate this change. Logic Report for printing chapter logic Export of array values LEN function for obtaining length of strings (ie. Number of characters) 28th Feb 2016 4.1 NEW Dynamic delays 19th Aug 2016 4.2 IMPROVED subscribe/unsubscribe actions to allow wider range of possibilities 13th Nov 2016 4.3 IMPROVED Conditional scenes now configurable from beat sheet New color-coded strip in beat sheet for scene status 5th Feb 2017 7.9.1 Changed document numbering to match the current Conducttr release. NEW FEATURE Labels 20th March 20167 7.10 Added new functions SUM and AVG CONCAT Nested smartwords 8th April 2017 8.0 Major new release Date and time functions changed 11th June 2017
7. 7. Page 7 of 191 Version 8.0 Table of Contents 1 Scope ........................................................................................................................... 17 1.1 Introduction........................................................................................................................................ 17 1.2 Prerequisites....................................................................................................................................... 17 1.3 Terms.................................................................................................................................................. 17 2 Getting started ............................................................................................................. 19 3 Understanding Conducttrs Paradigm............................................................................ 20 3.1 The Basics ........................................................................................................................................... 21 3.2 Triggers-Conditions-Actions ................................................................................................................21 3.3 Limits .................................................................................................................................................. 22 3.3.1 Audience records.................................................................................................................................22 3.3.2 Interactions..........................................................................................................................................22 3.3.3 Number of Active projects...................................................................................................................23 4 Workspaces and panels ................................................................................................ 24 4.1 Workspace Controls & keystrokes.......................................................................................................24 4.2 The most important panels to get started........................................................................................25 4.3 Panels for story development ..........................................................................................................26 4.4 Panels for implementation...............................................................................................................26 5 Whiteboard.................................................................................................................. 27 5.1 Flowcharts .......................................................................................................................................... 27 5.2 Design tools ........................................................................................................................................ 28 5.2.1 Index Cards ..........................................................................................................................................29 5.2.2 Character map .....................................................................................................................................30 5.3 Anticipated Triggers............................................................................................................................31 6 Managing your Project.................................................................................................. 32 6.1 Creating a New Project........................................................................................................................32 6.2 Backups............................................................................................................................................... 32 6.3 Templates ........................................................................................................................................... 32 6.4 Your profile......................................................................................................................................... 33 6.4.1 29BTime zones...........................................................................................................................................33 6.4.2 Summary of Current Functionality.......................................................................................................33 6.5 publishing Projects..............................................................................................................................34 6.5.1 Journal .................................................................................................................................................34
8. 8. Page 8 of 191 Version 8.0 6.5.2 Collaboration Workspace ....................................................................................................................34 6.5.3 Assignments.........................................................................................................................................34 6.6 Print outs and hardcopies ...................................................................................................................35 7 Activity Feeds and Debugging ....................................................................................... 36 7.1 Project and Audience member Activity...............................................................................................36 7.1.1 Debugging............................................................................................................................................38 7.2 Messaging Activity Report ..................................................................................................................39 7.3 Exported Project Activity intro and structure ...................................................................................40 7.3.1 How to read the log file .......................................................................................................................41 7.4 Click-thru Metrics................................................................................................................................43 7.5 Inbound Messages Report...................................................................................................................43 7.6 Response Metrics................................................................................................................................43 8 Characters .................................................................................................................... 45 8.1 Accounts ............................................................................................................................................. 46 8.2 Configuring Email................................................................................................................................46 8.2.1 62BHow it works........................................................................................................................................46 8.2.2 64BUnsubscribing & Footers......................................................................................................................47 8.2.3 Group footers ......................................................................................................................................48 8.3 Blog configuration...............................................................................................................................48 8.4 Configuring Twitter .............................................................................................................................49 8.4.1 67BPotential Twitter problems..................................................................................................................49 8.4.2 68BStep by step Configuration ..................................................................................................................49 8.4.3 Realistic vs Continuous vs Real-time Polling........................................................................................50 8.4.4 Working with Direct Messages ............................................................................................................50 8.5 Facebook............................................................................................................................................. 51 8.6 Configuring YouTube...........................................................................................................................51 8.7 Working with SMS & Phone Calls........................................................................................................53 8.8 Configuring Twilio...............................................................................................................................54 8.9 Configuring SMS - Clickatell.................................................................................................................55 8.9.1 SMS Triggers and Clickatell..................................................................................................................56 8.10 Configuring - Tropo .............................................................................................................................57 8.11 Configuring Call Message ....................................................................................................................58 8.11.1 Inbound Call Answering.......................................................................................................................58 8.11.2 Making Outbound Calls........................................................................................................................59 8.12 Configuring Flickr ................................................................................................................................59
9. 9. Page 9 of 191 Version 8.0 8.12.1 71BStep by step Conducttr Configuration .................................................................................................59 8.12.2 72BConfiguring Twitter and Blogs within Flickr.........................................................................................60 8.12.3 Configuring Instagram .........................................................................................................................60 9 The Beat Sheet ............................................................................................................. 61 9.1 Chapters.............................................................................................................................................. 61 9.2 Scenes and Beats ................................................................................................................................62 9.2.1 Beat Sheet example.............................................................................................................................62 9.3 Beat Sheet controls.............................................................................................................................63 9.4 Labels.................................................................................................................................................. 64 10 Channel Planner ........................................................................................................... 66 10.1 Calendar Panel.................................................................................................................................... 67 11 Content Table............................................................................................................... 68 11.1 Duplicating and dragging ....................................................................................................................68 11.1.1 Conditional Scenes...............................................................................................................................69 11.1.2 Using conditional Scenes: example......................................................................................................70 11.2 RENAMING & ReOrdering Scenes........................................................................................................70 11.3 Adding Content...................................................................................................................................70 11.3.1 Twitter .................................................................................................................................................72 11.3.2 Flickr.....................................................................................................................................................76 11.3.3 Email ....................................................................................................................................................77 11.4 Mail shots, newsletters and other glossy emails .................................................................................79 11.4.1 Facebook..............................................................................................................................................79 11.4.2 Tumblr..................................................................................................................................................80 11.5 Assets.................................................................................................................................................. 80 11.5.1 Video Assets.........................................................................................................................................80 11.5.2 Image Assets ........................................................................................................................................82 11.5.3 Flickr Assets .........................................................................................................................................82 11.5.4 Touchpoints .........................................................................................................................................84 11.6 StoryView and Table View ..................................................................................................................85 11.6.1 StoryView and delays...........................................................................................................................87 11.7 Alternatives ........................................................................................................................................ 88 11.8 Alternatives and Groups .....................................................................................................................89 11.8.1 Embedded images and videos in Twitter and Facebook posts, comments and replies ......................90 11.8.2 How Alternatives loop .........................................................................................................................91
10. 10. Page 10 of 191 Version 8.0 11.9 Working with delays ...........................................................................................................................92 11.9.1 Dynamic delays....................................................................................................................................93 12 Triggers ........................................................................................................................ 98 12.1 Types of Trigger...................................................................................................................................98 12.2 Trigger Processing...............................................................................................................................99 12.2.1 Date & Time and Recurrent Day & Time Triggers................................................................................99 12.2.2 Messaging Triggers ..............................................................................................................................99 12.2.3 Instagram Trigger.................................................................................................................................99 12.2.4 Last Resort trigger..............................................................................................................................100 12.2.5 Working with Match Phrases.............................................................................................................100 12.2.6 Advanced Match Phrases - using Logical operators ..........................................................................101 12.2.7 Phone Call ..........................................................................................................................................102 12.2.8 The Watch Trigger..............................................................................................................................102 12.2.9 Views and Comments Trigger............................................................................................................103 12.2.10 Published Trigger ...........................................................................................................................103 12.2.11 Link Trigger.....................................................................................................................................103 12.2.12 Form - Solo Sign-up........................................................................................................................105 12.2.13 Form - Team Sign-up......................................................................................................................107 12.2.14 Proxy-triggering for emails ............................................................................................................109 12.2.15 Using email blind copy (BCC) .........................................................................................................110 12.2.16 Market Place Trigger......................................................................................................................110 13 Parsing ....................................................................................................................... 111 13.1 Matchphrase Format for parsing....................................................................................................... 111 14 Conditions.................................................................................................................. 113 14.1 Comparison conditon........................................................................................................................ 113 14.1.1 Checking the number of times a trigger has fired .............................................................................113 14.1.2 Comparing two values .......................................................................................................................113 14.1.3 Checking membership of a group......................................................................................................114 14.2 Date & Time Condition...................................................................................................................... 114 14.3 Else Condition ................................................................................................................................... 114 15 Logic Actions .............................................................................................................. 116 15.1 Character Subscribe/Unsubscribe & Copy/Move............................................................................ 116 15.1.1 Subscriptions and accounts ...............................................................................................................116 15.2 Group Actions ................................................................................................................................... 118
11. 11. Page 11 of 191 Version 8.0 15.2.1 Add/Remove Group...........................................................................................................................118 15.2.2 Copy/Move Group .............................................................................................................................119 15.3 Change.............................................................................................................................................. 120 15.3.1 Default Change Action.......................................................................................................................121 15.3.2 For Attribute Change Action..............................................................................................................122 15.3.3 For Group Change Action...................................................................................................................123 15.3.4 Random number and Random code generation ...............................................................................123 15.4 Team Action...................................................................................................................................... 124 15.5 Set Progress ...................................................................................................................................... 124 15.6 Increment XP .................................................................................................................................... 124 15.7 Create Something Action .................................................................................................................. 125 15.8 Client Partitions ................................................................................................................................ 125 16 Working with Audiences............................................................................................. 126 16.1 Manage your Audience ..................................................................................................................... 126 16.1.1 Editing and examining audience records...........................................................................................128 16.1.2 Multiple accounts per audience record.............................................................................................129 16.1.3 Merging audience records.................................................................................................................129 16.1.4 Importing audience records...............................................................................................................130 16.2 Groups .............................................................................................................................................. 131 16.2.1 Organizing Groups .............................................................................................................................131 16.2.2 Working with Groups.........................................................................................................................132 16.2.3 Group Combinations..........................................................................................................................134 16.2.4 Example uses of Groups.....................................................................................................................136 16.3 Badges .............................................................................................................................................. 137 17 Teams......................................................................................................................... 139 17.1.1 Team Actions .....................................................................................................................................139 17.1.2 Team Type .........................................................................................................................................139 17.2 Create a Team WITH CREATE ACTION ............................................................................................... 140 17.3 Join team with Team Action.............................................................................................................. 141 17.4 Create a team with Team Sign-up form............................................................................................. 142 17.5 Check TEAM STATUS ......................................................................................................................... 142 17.6 Team names...................................................................................................................................... 143 17.7 Team status ...................................................................................................................................... 143 17.8 Team leader...................................................................................................................................... 143
12. 12. Page 12 of 191 Version 8.0 18 Attributes................................................................................................................... 144 18.1 Core Attributes ................................................................................................................................. 146 18.2 Smartwords ...................................................................................................................................... 147 18.2.1 More smartword features .................................................................................................................148 18.2.2 Nested smartwords ...........................................................................................................................149 18.3 Example use of Attributes - Ketchup vs Mustard............................................................................... 149 18.4 Inventory Attribute........................................................................................................................... 153 18.4.1 Working with arrays...........................................................................................................................153 18.4.2 Working with content inventories.....................................................................................................154 19 Working with Dates and Times ................................................................................... 156 19.1 Date and Time Functions................................................................................................................... 156 19.1.1 How to use Date and Time Functions................................................................................................156 19.1.2 How to get the current date and time...............................................................................................157 19.1.3 How to manipulate dates and times..................................................................................................157 20 Functions.................................................................................................................... 158 20.1 Maths functions................................................................................................................................ 158 20.2 AVG................................................................................................................................................... 158 20.3 Calculating an ongoing average......................................................................................................... 158 20.4 Lookup.............................................................................................................................................. 159 20.5 MAX and MIN ................................................................................................................................... 160 20.6 MOD ................................................................................................................................................. 160 20.7 SUM.................................................................................................................................................. 161 20.8 Text functions ................................................................................................................................... 161 20.8.1 LEFT....................................................................................................................................................162 20.8.2 RIGHT .................................................................................................................................................162 20.8.3 MID ....................................................................................................................................................162 20.8.4 LEN.....................................................................................................................................................162 20.8.5 DATETIME ..........................................................................................................................................162 20.8.6 CONCAT and concatenating text .......................................................................................................164 21 API 1.0........................................................................................................................ 165 21.1 External applications contacting Conducttr....................................................................................... 165 21.2 Authentication.................................................................................................................................. 165 21.3 Methods ........................................................................................................................................... 166 21.3.1 Exchanging Attribute data .................................................................................................................166
13. 13. Page 13 of 191 Version 8.0 21.3.2 GET array values ................................................................................................................................167 21.3.3 Identifying Audience members..........................................................................................................167 21.3.4 Identifying other entities ...................................................................................................................168 21.4 API Trigger ........................................................................................................................................ 168 21.4.1 Triggering when using Methods ........................................................................................................169 21.5 Unauthenticated Requests................................................................................................................ 170 21.6 C-Touch NFC...................................................................................................................................... 171 21.7 API CAll - Conducttr contacting external applications ....................................................................... 172 22 Communicator............................................................................................................ 174 22.1 How it works..................................................................................................................................... 174 22.2 The basics ......................................................................................................................................... 175 22.2.1 The Communicator Message .............................................................................................................176 22.3 IMPORTANT: Attribute choices ......................................................................................................... 177 23 Client Partitions.......................................................................................................... 181 23.1 No partitions..................................................................................................................................... 181 23.2 Identification of partition.................................................................................................................. 181 23.3 Authors design process .................................................................................................................... 182 23.3.1 Registration........................................................................................................................................182 23.3.2 Broadcast messages...........................................................................................................................183 23.3.3 Managing client partitions.................................................................................................................183 24 Practical matters ........................................................................................................ 185 24.1 Naming conventions ......................................................................................................................... 185 24.2 Working with "LOST" email: Manually forwarding email to Conducttr ............................................. 185 24.3 26BThings to be aware of: TIME.............................................................................................................. 186 25 A quick orientation to Interactive Storytelling............................................................. 187 25.1 Stories and Storyworlds .................................................................................................................... 188 25.2 interactivity - a basic orientation ...................................................................................................... 189 25.3 the Audience..................................................................................................................................... 190 25.4 Learning more................................................................................................................................... 191 Index of Figures Figure 1 Content Table ................................................................................................................................................21 Figure 2 Conducttr foundations: Trigger-Condition-Action.........................................................................................21 Figure 3 Triggers-Conditions-Actions in the Beat Sheet..............................................................................................22
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Page 14 of 191 Version 8.0 Figure 4 Example workspace .......................................................................................................................................24 Figure 5 Panel reframing to customize the workspace ...............................................................................................25 Figure 6 Panel overview...............................................................................................................................................26 Figure 8 Example project built on the Whiteboard .....................................................................................................27 Figure 9 Alan Wake storyworld planning example......................................................................................................28 Figure 10 Whiteboard - Getting Started with Index Cards ..........................................................................................29 Figure 11 Example Character Map ..............................................................................................................................30 Figure 12 Use the Anchor to link to internal project elements ...................................................................................31 Figure 13 New project dialogue box............................................................................................................................32 Figure 14 Manage backups dialog box ........................................................................................................................32 Figure 15 You - your settings .......................................................................................................................................33 Figure 16 Publish pop-up.............................................................................................................................................34 Figure 17 Assignments.................................................................................................................................................35 Figure 18 Configure collaborators ...............................................................................................................................35 Figure 19 Reports pop-up............................................................................................................................................36 Figure 20 Project Activity panel...................................................................................................................................37 Figure 21 Right-click on activity item reveals more details. ........................................................................................37 Figure 22 Activity feed for a specific audience member .............................................................................................38 Figure 23 Possible debug workspace...........................................................................................................................39 Figure 24 An.cr short URL metrics ...............................................................................................................................43 Figure 25 Characters and Accounts.............................................................................................................................45 Figure 26 Email Account configuration........................................................................................................................47 Figure 27 Example "In Character" Footers ..................................................................................................................47 Figure 28 Need to Follow Message..............................................................................................................................51 Figure 29 Facebook account........................................................................................................................................51 Figure 30 Select Facebook Page or Wall that will represent the character.................................................................51 Figure 31 Ensure YouTube Channel is configured .......................................................................................................52 Figure 32 Verify your mobile number when you setup the Twilio account ................................................................54 Figure 33 Twilio configuration - part 1 of 2 .................................................................................................................54 Figure 34 Twilio configuration - part 2 of 2 .................................................................................................................54 Figure 35 Call terminology..........................................................................................................................................58 Figure 36 beat sheet except for call message example...............................................................................................58 Figure 37 Call Message example .................................................................................................................................59 Figure 38 Flickr configuration......................................................................................................................................60 Figure 39 Beat Sheet minimum panel setup ...............................................................................................................61 Figure 40 Scenes are made up of beats.......................................................................................................................62 Figure 41 Scene 1 of The 3 Little Pigs (interactive version) .........................................................................................62 Figure 42 Beat Sheet view of the 3 Little Pigs. Audience is allowed to Tweet blow to vote for the Wolf ...............63 Figure 43 Actual screen capture of 3 Pigs in Conducttr..............................................................................................63 Figure 44 Scene commands.........................................................................................................................................63 Figure 45 Beat Sheet Trigger and Condition commands .............................................................................................64 Figure 46 Scene status as seen in beat sheet ..............................................................................................................69 Figure 47 Conditional scene in content table..............................................................................................................70 Figure 48 Reorder or renaming Scenes .......................................................................................................................70 Figure 49 Content structure ........................................................................................................................................71 Figure 50 Twitter message...........................................................................................................................................73 Figure 51 Twitter @Reply example .............................................................................................................................73
15. 15. Page 15 of 191 Version 8.0 Figure 52 Interactive fiction using @reply...................................................................................................................74 Figure 53 Simple Twitter game example .....................................................................................................................75 Figure 54 Example 3rd Party tweet .............................................................................................................................76 Figure 55 Flickr Post.....................................................................................................................................................77 Figure 56 Email sending options..................................................................................................................................78 Figure 57 Glossy newsletters and CSS formatted emails.............................................................................................79 Figure 58 Video Asset ..................................................................................................................................................81 Figure 59 Select Video(s) from YouTube playlist .........................................................................................................82 Figure 60 Image Assets................................................................................................................................................83 Figure 61 Image asset selector ....................................................................................................................................83 Figure 62 Touchpoints .................................................................................................................................................84 Figure 63 QR Code generation.....................................................................................................................................85 Figure 64 Table View of Scene Content.......................................................................................................................85 Figure 65 StoryView of Scene content.........................................................................................................................86 Figure 66 StoryView mode with Expanded messages .................................................................................................86 Figure 67 Full screen StoryView mode with Expanded message.................................................................................87 Figure 68 StoryView Sorted by delay...........................................................................................................................87 Figure 69 StoryView after change to delay..................................................................................................................88 Figure 70 Alternatives for messages............................................................................................................................88 Figure 71 Alternatives - table view..............................................................................................................................89 Figure 72 Alternatives with Groups to segment communications ..............................................................................90 Figure 73 Alternatives with Groups.............................................................................................................................90 Figure 74 Options for attaching an image or video to alternatives.............................................................................91 Figure 75 Attach an image or video "by variable".......................................................................................................91 Figure 76 Count by Audience vs World .......................................................................................................................92 Figure 77 Count by Audience vs World walk-through.................................................................................................92 Figure 78 Triggers available.........................................................................................................................................98 Figure 79 Trigger processing order..............................................................................................................................99 Figure 80 Widget Trigger Overview...........................................................................................................................106 Figure 81 Configuring a Widget Trigger.....................................................................................................................107 Figure 82 Team sign-up widget as embedded in website .........................................................................................108 Figure 83 Configuration of Team sign-up widget ......................................................................................................108 Figure 84 proxy-triggering .........................................................................................................................................109 Figure 85 Date & Time Condition ..............................................................................................................................114 Figure 86 Example use of date & time condition ......................................................................................................114 Figure 87 Table of current Actions ............................................................................................................................116 Figure 88 Subscribe action with Current Account use the account being used right now (most common) ..........117 Figure 89 Subscribe action with All Accounts use all accounts or all accounts of a certain type...........................117 Figure 90 Subscribe action with Identify by use the account specified in a dynamic variable...............................117 Figure 91 Subscribe action using Identify by to specify audience and character......................................................118 Figure 92 Add/Remove Group...................................................................................................................................119 Figure 93 Copy/Move Group options ........................................................................................................................119 Figure 94 Location-based game example for Change Value......................................................................................121 Figure 95 Change Value action (default) ...................................................................................................................121 Figure 96 Change Value trigger - example.................................................................................................................122 Figure 97 Set-up for the Change Value trigger shown above....................................................................................122 Figure 98 Change Value (For Attribute).....................................................................................................................122
16. 16. Page 16 of 191 Version 8.0 Figure 99 Change Value action for selected Group ...................................................................................................123 Figure 100 Manage your Audience (Table View).......................................................................................................128 Figure 101 Manage your Audience Details panel......................................................................................................129 Figure 102 Importing CSV files - first screen..............................................................................................................130 Figure 103 Importing CSV files - screen 2 .................................................................................................................130 Figure 104 Groups .....................................................................................................................................................132 Figure 105 Audience page view shows group membership ......................................................................................132 Figure 106 Default Email with no groups ..................................................................................................................133 Figure 107 Email with group-specific messages ........................................................................................................134 Figure 108 Combined Groups....................................................................................................................................134 Figure 109 Group example: English Goalies ..............................................................................................................135 Figure 110 Group example: USA excluding wingers and goalies...............................................................................135 Figure 111 Badges......................................................................................................................................................138 Figure 112 Group configuration for Teams ...............................................................................................................140 Figure 113 Team Type configuration.........................................................................................................................140 Figure 114 Attributes.................................................................................................................................................144 Figure 115 Configuring a Attribute............................................................................................................................145 Figure 116 Attributes are in the Attributes tab .........................................................................................................145 Figure 117 Beat sheet required to calculate average................................................................................................159 Figure 118 CH103, calculate partial average .............................................................................................................159 Figure 119 CH104, calculate final average.................................................................................................................159 Figure 120 Example LOOKUP function.......................................................................................................................159 Figure 121 Find who started first...............................................................................................................................160 Figure 122 API Authentication page..........................................................................................................................166 Figure 123 Create an API Method .............................................................................................................................166 Figure 124 API Parameter example ...........................................................................................................................167 Figure 125 API Trigger................................................................................................................................................169 Figure 126 API Call ....................................................................................................................................................172 Figure 127 The Communicator - how it works ..........................................................................................................175 Figure 128 Communicator organizes first by Channel (message type) and then by Character.................................176 Figure 129 The Communicator message is stored in an Attribute ............................................................................176 Figure 130 Communicator Message syntax...............................................................................................................177 Figure 131 Using a single Message Feed attribute....................................................................................................178 Figure 132 Using several Message Feed attributes organized by content type........................................................179 Figure 133 Using several Message Feed attributes organized by purpose/function ................................................180 Figure 134 Using Communicator with custom channels ...........................................................................................180 Figure 135 Original email...........................................................................................................................................186 Figure 136 Forwarded email to Conducttr ................................................................................................................186 Figure 137 With tradition non-interactive media, experience is largely ignored......................................................187 Figure 138 With transmedia storytelling, experience is a major consideration........................................................187 Figure 139 Scenes in mono-media have a unified experience ..................................................................................187 Figure 140 Distributed scenes in transmedia storytelling .........................................................................................188 Figure 141 Anatomy of a Scene.................................................................................................................................188 Figure 142 Stories and Storyworlds...........................................................................................................................189
17. 17. Page 17 of 191 Version 8.0 1 Scope This is a reference document for the functionality and features available in Conducttr. All information in this document is proprietary, trademarked, copyrighted and patent applied for by Transmedia Storyteller Ltd. You may not copy or distribute this information in any way. Please kindly respect our wishes. We do give away a lot of practical information and advice but nothing contained in this document. 1.1 INTRODUCTION Conducttr is a fine blend of interactive entertainment and marketing software. It provides the "glue" and intelligence to connect all your platforms - social media, email, SMS, mobile, audio, images, video, print media and live events. It is also able to provide metrics about who, when, where and what the audience is interacting with. 1.2 PREREQUISITES Before using Conducttr please familiarize yourself with social media services like Facebook, Twitter, Tumblr and with your web browser we recommend Firefox but itll work in any browser except MS Explorer. To send & receive text messages or phone calls, youll need an account with one of the providers we work with Twilio, Tropo, Nexmo & Clickatell. To send emails, youll an email address. To send tweets, youll need a Twitter account. And so on but you can start to create your project and create these accounts later. 1.3 TERMS This section defines the terms we use to describe the players in a transmedia experience: Account Used with Characters to give them permission to use a Channel: usually having authenticated or in some other way connected to an external platform like Twitter, SMS, Facebook etc. Archived Project A project unable to interact with the audience and stored out of use. Archived projects can be unarchived to make Active "Action" Something Conducttr is instructed to do when it receives a Trigger Active Project A project able to interact with the audience (live or stopped) "Alternative" Additional, alternative content to be sent on repeat triggering "Attribute" A variable used to store data about an entity in Conducttr Compatibility 1. You must use a Flash-enabled browser. We recommend Firefox. We dont work with MS Explorer. 2. Conducttr is a production tool that requires the use of a mouse or similar pointing device. Its not designed to run on touchscreens or tablets. 3. Conducttr works on PCs and Macs but we use all PC keystrokes so Ctrl-S for Save really is Ctrl-S on both platforms (we dont use the Apple key).
18. 18. Page 18 of 191 Version 8.0 Author This is you: the person creating the experience and using the Conducttr. Audience The person or people experiencing the story; those consuming the content and interacting with the story "Character" The entity created to interact with the Audience. Usually a fictional persona but it could also be the brand or the author Channel How the Character communicates to the Audience. E.g. SMS is a Channel; email is a Channel etc. Chapter A convenient way to organize scenes within the beat sheet Client the person who licenses the your experience without knowing anything about Conducttr; she does not have access to Conducttr "Collaborator" Anyone with permission to use Conducttr whom you invite to collaborate on your project "Container" Found in the Content Workspace, its a way to add content to an Inventory Attribute "Content" Catch-all term for anything that's published or referenced - can be message, post, asset or touchpoint Core Attribute Attributes defined by Conducttr. "Entity" Collective term for the "things" that Conducttr manages such as Characters, Containers, Groups, Teams. "Group" A way to segment the audience based on behavior or their preference "Inventory" A way to store an array of content. "Journal" A project-specific web page to which content can be published instead of or in addition to publishing to the live Character accounts. Typically used during testing. "Method" A way to exchange Attribute data with an external app using the Conducttr API Project The details entered into Conducttr "Scene" A convenient way to break a story into parts. All content in your project is stored in Scenes. Story An umbrella term used to refer to the interactive experience. There may, in fact, be no narrative associated with the experience. "Team" Collection of people collaborating on the same task "Trigger" Event that causes something to happen Variable a temporary place to store information and only survives for one processing cycle (i.e. for actions that happen with the same Process ID). "World" The external presentation of your Project. Can also refer to everyone in the Audience.
19. 19. Page 19 of 191 Version 8.0 2 Getting started To quickly get started, navigate to the Whiteboard, select the Twitter icon and drag it to the whiteboard. Bingo! Youve created your first tweet! Conducttr will create a date and time trigger (this determines the date and time when the tweet will be sent) and will create a default tweet with Hello world as content. Both these items are stored in the default chapter and scene. CLICK TO WATCH THE VIDEO
20. 20. Page 20 of 191 Version 8.0 3 Understanding Conducttrs Paradigm Imagine the world is your stage! With Conducttr that stage is a multi-platform world where characters talk to the audience through social media, text messaging, email and so on. Conducttr works backstage, unseen by the audience. Your audience will interact with your project via email, SMS, Facebook, Twitter, Flickr, Tumblr, YouTube and more. You will need accounts like these to communicate to the world! Your characters perform to a date-and-time schedule or when prompted (triggered) by something else like an incoming message from the audience. Or theyll perform to both date-and-time and interactions. You will need to give your characters social media accounts, text messaging accounts and so on if they are to communicate with an audience.
21. 21. Page 21 of 191 Version 8.0 3.1 THE BASICS We use the term Author to describe anyone that uses Conducttr. This is much simpler that using multiple titles or fancy names like narrative designer, instructional designer, story architect and so on. We use the term Audience to describe anyone that interacts with or is the intended recipient of your work. Again this avoids using multiple terms like reader, viewer, player and so on. A Character is the entity that communicates to your audience via a Channel. To create a Channel youll need an external Account like Twitter or email etc. You can use Narrator as a default Character it has no other special purpose. All Content is stored in Scenes. We auto-create Scene One to get you started. Content is only published in response to a Trigger. Youll need to create at least one Trigger. Your story is told to the world through your Characters. Each Character communicates through one or more Channels such as email, text messaging (SMS), Twitter and so on. In the Character pop-up youll see the Accounts tab which allows you to add the Channels. All your content is viewable as a table in the Content Table panel. If you create an empty project its going to be empty. Each row in the Content Table refers to a piece of content or Content Item. Figure 1 Content Table 3.2 TRIGGERS-CONDITIONS-ACTIONS Your story is unfolds through events that we call triggers. You will tell Conducttr to listen for certain triggers (events) and when it hears these triggers it will take action perhaps publishing some content or doing something else. Sometimes, before Conducttr takes action, youll want to test certain conditions. You can think of it like this: WHEN (trigger) something happens IF (condition) the conditions are true THEN (action) do something. The relationship between triggers-conditions-actions are seen most clearly in the Beat Sheet as shown in Figure 3 below. Characters must have accounts to communicate to the audience Figure 2 Conducttr foundations: Trigger-Condition-Action
22. 22. Page 22 of 191 Version 8.0 Figure 3 Triggers-Conditions-Actions in the Beat Sheet Scene Beat Trigger (WHEN) Condition (IF) Action (THEN) Text field Text field Text field or Active trigger Active logic or empty Active logic and Active content All triggers and actions can be seen and searched for in the Logic Table. In storytelling, a scene is a unit of drama that's driven forward by any number of beats. Each beat represents a development of the drama. In Conducttr a development of the drama the beat is a "trigger+condition" (even if there is no condition). Each beat can contain one or more actions. These actions can be Content Actions or Logic Actions: Content Actions refer to the publishing of content or its unpublishing, locking or unlocking Logic Actions refer to all other actions that aren't publishing - such as adding points to a score or moving someone to a new group. 3.3 LIMITS Your account type determines how much computing resource you have access to. You will have limits on: number of audience records number of monthly interactions number of Active projects number of collaborators. 3.3.1 Audience records Audience records are created every time someone (the audience) interacts with your project for the first time. Depending on your design, one real person might equate to several rows in the Audience Table because Conducttr has not been able to determine that, say, a telephone number and an email address belong to the same person. However, with judicious design (such as using a sign-up form widget) these rows will be automatically merged into a single record. Conducttr remembers your audience and builds a database of them. You have a certain limit to the maximum number of audience records youre allowed. 3.3.1.1 When you reach your audience limit Once you reach the limit, new audience records will not be added but the project will remain live. Anyone trying to signup via a widget will be prevented from doing so but other interactions such as via email or sms will be given no feedback. A warning is written to the Project Activity feed. 3.3.2 Interactions One interaction equals one row in the Project Activity feed.
23. 23. Page 23 of 191 Version 8.0 Interactions are created as the audience interacts with the project but the volume of interactions will depend on your design. The more complicate a project, so its likely the more interactions there will be. Often, one line in the beat sheet will create one interaction but this is not always true and some actions such as broadcast messages and group moves will generate an interaction for each audience member. The number of interactions is clearly shown in the top right-hand corner of the status bar. 3.3.2.1 When you reach your interaction limit When you reach the maximum number of interactions for the month, your project will be stopped and youll receive an email informing you. You will not be able to start the project again until you upgrade your account or wait for the next month. A month is taken to be the monthly anniversary of your first registration to use Conducttr or when you pay for your account. 3.3.3 Number of Active projects An Active Project is one thats able to be live and responding to interactive and timed events. Active Projects can be Live or Stopped. If you reach your maximum of Active Projects then you can archive a project to temporarily put it out of use or you can delete it to permanently remove it. Note that deleting a project also deletes all its audience data. 3.3.3.1 When you reach your Active project limit When you reach your active project limit you wont be allowed to create a new one. You cant remove a project from Archive until you archive an Active project.
24. 24. Page 24 of 191 Version 8.0 4 Workspaces and panels Getting things done with Conducttr requires that you select the correct panel from the View menu. Each panel has a specific role to play and you can organize panels into Workspaces. You can create as many workspaces as you need to suit the task at hand. An example workspace is shown below it shows all the basic elements of a Conducttr project: Characters, Content and Triggers. The panel at the top left of the workspace is the Whiteboard use this to plan and document your project. The Status bar shows your projects name, whether the project is LIVE or STOPPED, a unique session ID and a unique Project ID. Figure 4 Example workspace 4.1 WORKSPACE CONTROLS & KEYSTROKES The following controls and shortcuts will be useful to know: drag a panel tab to hover to reposition it in the workspace (see Figure 5) resize panels by dragging the boarders double-click the top boarder to make full screen or double-click again to return to previous size Ctrl-S saves even on a Mac (we dont use the Apple or Cmd key) in the Whiteboard, Ctrl + zooms in Ctrl - zooms out always creates something new always creates a duplicate of the selected entity (e.g. trigger or content).
25. 25. Page 25 of 191 Version 8.0 always deletes the selected item. Figure 5 Panel reframing to customize the workspace 4.2 THE MOST IMPORTANT PANELS TO GET STARTED The two most important panels are: Channel Planner - use this for projects that are predominantly date &time based Beat Sheet - use this for projects that are predominantly interactive Of course both panels can be used at the same to provide alternative views of the same project. At a minimum youll also need: Content Body - this is where you write the content Content Controls - this is where you decide from who and how the content originates
26. 26. Page 26 of 191 Version 8.0 Content Triggers - this is where you deice when the content is published Content Table - this shows all your content (can be filtered by scene, character & content type). 4.3 PANELS FOR STORY DEVELOPMENT The Whiteboard is an important panel for sketching interactive stories, user journeys and generally documenting and organizing your thoughts. Most items added to the Whiteboard are active meaning that, for example, double-clicking a Scene in the Whiteboard will filter the Content Table to show only content for that scene. You might also choose to develop your story in the Beat Sheet. 4.4 PANELS FOR IMPLEMENTATION In addition to the Beat Sheet and Channel Planner, you may also need: Logic Table shows all your triggers, conditions and logic actions Content Table shows all your content Calendar shows all content attached to date & time triggers, date & time triggers and recurrent triggers as a calendar view Figure 6 Panel overview
27. 27. Page 27 of 191 Version 8.0 5 Whiteboard The Whiteboard has a dual purpose: Use it to graphically build your interactive project using a flowchart-type approach Use it to plan and document your story-experience. Entities that you create here will be stored elsewhere in other panels ready to be made active. Deleting entities from the Whiteboard will not delete them from the project. 5.1 FLOWCHARTS You can create interactive projects by dragging content or triggers directly to the Whiteboard. If no scene is available, then one will be created. If you drop content into an empty scene then a new beat is created. If you drop content into a beat then the content or trigger is added to that beat. Figure 7 Example project built on the Whiteboard
28. 28. Page 28 of 191 Version 8.0 5.2 DESIGN TOOLS Use the Design Tools to create user journey diagrams, develop your story with index cards and so on. Figure 9 shows an example use of the Whiteboard for the Xbox 360 game Alan Wake. Use the Vertical or Horizontal icons to dissect the Whiteboard and organize the layout. Figure 8 Alan Wake storyworld planning example
29. 29. Page 29 of 191 Version 8.0 5.2.1 Index Cards Index Cards can be used to plan your project and to document it during implementation. Note that anything you type or link to does not affect the actual workings of the project. This is purely for the Author to be able document and manage the project. Index Cards can be positioned anywhere on the Whiteboard canvas and linked to anything that has a semi-circle connector shown. Figure 10 shows the versatility of Index Cards: A. Click this button to create a new Index Card B. This is the format toolbar. If you double-click the default header "Index Card" you can rename it - this one has been renamed to ACT ONE C. The cards can be resized by dragging the lower right hand corner. If you shrink the card far enough the format tool bar will disappear D. Any text in the Index Card can be selected and linked out to active parts of the project. With the text highlighted, click the anchor symbol in the format tool bar and a pop-up dialogue will allow you to select Characters, Groups, Triggers, Scenes, content and more. Figure 9 Whiteboard - Getting Started with Index Cards
30. 30. Page 30 of 191 Version 8.0 5.2.2 Character map To make your story "active" you'll have to give your Characters accounts. This is described in Section 11. Whether they have accounts or not, it can be good practice to create a character map which shows the relationship between Characters. Just add Characters, connect them and label the links. Figure 10 Example Character Map 5.2.2.1 5The Anchor Icon Wherever you see the anchor icon above a text area you can use it to link to other project elements. Here in the Index Card, all of the links are internal and allow for easy jumping to the elements that you need to reference (see Figure 12).
31. 31. Page 31 of 191 Version 8.0 Figure 11 Use the Anchor to link to internal project elements 5.3 ANTICIPATED TRIGGERS Often as the Author adds content, the response(s) from the Audience to outbound messages can be anticipated. In these instances, utilizing the Anticipated Triggers tab allows you to specify triggers for these expected replies. Conducttr will now keep track of the Audience replies, which can be analyzed in Response Metrics (Section 7.4.4). For example, the Character Laura tweets, What flavor of ice cream is best? Vanilla, Chocolate or Strawberry? Under the Anticipated tab, click the + to either link an existing trigger or create a new trigger via Add Another for each of the anticipated responses: vanilla, chocolate and strawberry. These Anticipated Triggers will usually be of the same outbound content type (Tweet) and with the same Character (Laura), but it is not required. For example, Laura might ask via SMS, My phone is dying but I need to know whether cake or pie is better for dessert. Email me at laura@email.com please! The Anticipated Trigger in this case would be Emails with the match phrases: cake and pie.
32. 32. Page 32 of 191 Version 8.0 6 Managing your Project 6.1 CREATING A NEW PROJECT When you first open Conducttr you are asked to create a new project. You have three options: Create a new empty project Create a new project from an existing public template (e.g. a template provided by Conducttr) Create a new project from a template you have created a personal template. Templates can be useful if the new project you want to create is similar to a previous project. Figure 12 New project dialogue box 6.2 BACKUPS You can create a backup of the project youre working on via File>Create Backup. Should you wish to restore from backup then select File>Manage Backup. All your backups are shown in a pop-up dialog box (Figure 14). Click the > arrow to restore the backup or the trashcan to delete the backup. Note: the active project youre working on will be replaced by the backup. If you think you might need to switch back and forth between versions of the project then be sure to create a backup for it. Figure 13 Manage backups dialog box 6.3 TEMPLATES Templates are useful when you want to create a similar projects without starting from scratch. To create a new, personal template you simply click File>Create Template. Note that when you create a template, all the Character account details are set to dummies. Therefore, when creating a new project from a template you will need to replace the dummies with new, active accounts.
33. 33. Page 33 of 191 Version 8.0 6.4 YOUR PROFILE The email you used to log into Conducttr is used as a destination for all test messages and for any configuration emails. Similarly the Contact No. entered here should be a mobile number (cellphone) as this will be used when testing a Phone account. The profile image is used to recognize you when collaborating with others. Figure 14 You - your settings 6.4.1 29BTime zones The first time zone you configure here will be used as the default for the creation of all time-based triggers. Hence, if you're creating many Date & Time triggers for a Character with a different time zone to yours, you may find it quicker to change your time zone on this profile page and then change it back after you've created all the triggers. 6.4.2 Summary of Current Functionality The current functionality is shown in the table below Overview of Functionality CHANNELS RICH MEDIA TEXT CONTENT TOUCHPOINTS TRIGGERS ACTIONS CONDITIONS YouTube Flickr SMS Email Twitter Facebook Tumblr Post (Email to blogs such as Blogger & Wordpress) API call Voice Call Video Audio Image Flickr Document Physical Object Email Twitter SMS Flickr Facebook Tumblr Blog Post Description Inventory (Array) API Call Social Networks Website & Links Locations & Events Date & Time Recurrent Period Views & Comments Email Twitter SMS Phone call Published Widget Form mobile Form team signup Form solo signup Watch API Instagram Subscribe/Unsubscribe Copy/Move Character Add/Remove Group Copy/Move Group Change Create Something Team Join/Leave/Modify Comparison - Attribute - Membership - Trigger count - Team Time Period
34. 34. Page 34 of 191 Version 8.0 6.5 PUBLISHING PROJECTS The default state for Projects is LIVE. This means the project is listening for triggers and responding to them. If a project is STOPPED then Triggers are ignored and nothing will happen. When a Live project is STOPPED, all queued content will be removed from the queue and will not be published. 6.5.1 Journal The Journal feature allows you to direct output to a web page either instead of or in addition to publishing to live accounts. This is particularly useful during testing when you may not wish content published on public sites. To clear the Journal, click "Reset". A Journal URL is given which you can provide to interested parties but we don't recommend giving to the Audience. Figure 15 Publish pop-up 6.5.2 Collaboration Workspace The Collaboration Workspace (see Figure 17) has three pages: Assignments - this is where can view assignments (more below) Configure - this is where you add other authors to collaborate on your project either solely in Conducttr or additionally via Basecamp. Click the "+" to add and "-" to delete. 6.5.3 Assignments The Assignments page is the place where you can check all the content that has been assigned to you (Figure 66 - C). Projects are grouped by "Projects I own" and "Projects I help on" (Figure 17 - A). Clicking the radio button next to these project groups will list the projects (B). Click a project to view the assignments.