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Redpoint Best Practices Documentation

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Welcome to Redpoint Best Practices!

What's new?
Video collection

News

New RPI v6.7 space
Check out new Best Practices content

Glossary
Copyright information

Connectors

Connector read/write

Cloud storage providers

Amazon Web Services S3
Azure Blob Storage
Google Cloud Storage
SFTP
Using ECPs in RPI

CMS providers

Drupal and Redpoint Realtime integration

Drupal JSON:API to ECP connector info

Sitecore and Redpoint Realtime integration

CRM providers

HubSpot APIs

Data onboarding providers

Braze

Google Ads Manager

Google Ads Customer Match functional guide

Instagram
LinkedIn API
LiveRamp

Meta Ads Manager

Using Facebook in RPI

Microsoft Advertising
The Trade Desk APIs
TikTok API

Database platforms

Databricks

Email service providers

Eloqua

LuxSci functional guide

LuxSci: Recovering from a failed Interactive Activity

Marigold functional guide

Salesforce Marketing Cloud

Salesforce Marketing Cloud UI configuration

SendGrid

SendGrid UI configuration
Using SendGrid in RPI
SendGrid functional guide

SMS (mobile) providers

mPulse functional guide

Twilio

Twilio UI configuration
Twilio functional guide
Using Twilio in RPI

Survey providers

Alchemer functional guide

Data readiness

Redpoint's view of data readiness and where customer data readiness fits in

Customer Data Readiness Hub methodology

Customer Data Readiness Hub glossary
Customer Data Readiness roles and responsibilities

Customer Data Readiness Hub implementation process

Data ingestion

Automated data quality

How Redpoint enables automated data quality

Standardization

How Redpoint enables standardization

Identity resolution

How Redpoint enables identity resolution

Profile unification

How Redpoint enables profile unification

Profile unification using CDP summary tables
Profile unification using CDP templates and customization
Profile unification using out-of-the-box CDP jobs
Profile unification using a custom implementation

Data transfer and activation

Segmentation

Data orchestration

How Redpoint enables data orchestration

Real-time decisions

Data knowledge & governance

Metadata
Data catalog & data structure
Data access rights
Privacy, compliance & trust

Redpoint reference architectures

Redpoint + Adobe Experience Platform
Redpoint + Braze + Tealium
Redpoint + Google BigQuery
Redpoint + Salesforce Marketing Cloud
Redpoint + Snowflake
Redpoint + Snowflake + AEP
Redpoint + Snowflake + Braze
Redpoint + Snowflake + Databricks
Redpoint + Snowflake + Meta
Redpoint + Snowflake + SFMC
Redpoint + Snowflake + Tealium
Redpoint + Snowflake + The Trade Desk
Redpoint + Snowflake + Twilio
Redpoint DM + Google BigQuery + AEP

Redpoint CDP best practices

Why a CDP is not a CRM: How these systems can work together to support your business needs
Redpoint CDP database deployment models
How do I get started with Redpoint CDP?

Redpoint CDP data onboarding

Data ingestion basics

Feed layout general information

Lookup tables overview

Lookup tables: core
Lookup tables: retail

Data ingestion details

Feed layouts: processing sequence and dependencies
Feed layout holding tables

Core feed layouts

Account feed layout overview

Account feed layout definition
Account feed layout sample: Customer
Account feed layout sample: Loyalty
Account extension feed layout definition
Account extension feed layout sample
Account: Customer and loyalty sample use case data sets

Campaign event nonRPI feed layout overview

Campaign event nonRPI feed layout definition
Campaign event nonRPI feed layout sample
Campaign event non-RPI extension feed layout definition
Campaign event non-RPI extension feed layout sample

Contact authorization feed layout overview

Contact authorization feed layout definition
Contact authorization feed layout sample

Insight feed layouts: Model and score

Insight model feed layout overview

Insight model feed layout definition
Insight model feed layout sample

Insight model score feed layout overview

Insight model score feed layout definition
Insight model score feed layout sample

Location feed layout overview

Location feed layout definition
Location feed layout sample
Location extension feed layout definition
Location extension feed layout sample

Party profile feed layout overview

Party profile feed layout definition
Party profile feed layout sample
Party profile extension feed layout definition
Party profile extension feed layout sample
Matching use cases

Response event feed layout overview

Response event feed layout definition
Response event feed layout sample
Response event extension feed layout definition
Response event extension feed layout sample

Retail feed layouts

Product feed layout overview

Product feed layout definition
Product feed layout sample
Product extension feed layout definition
Product extension feed layout sample

Tender (transaction payment) feed layout overview

Tender (transaction payment) feed layout definition
Tender (transaction payment) feed layout sample
Tender (transaction payment) extension feed layout definition
Tender (transaction payment) extension feed layout sample

Transaction discount feed layout overview

Transaction discount feed layout definition
Transaction discount feed layout sample
Transaction discount extension feed layout definition
Transaction discount extension feed layout sample

Transaction header and detail feed layouts

Transaction header feed layout overview

Transaction header feed layout definition
Transaction header feed layout sample
Transaction header extension feed layout definition
Transaction header extension feed layout sample

Transaction detail feed layout overview

Transaction detail feed layout definition
Transaction detail feed layout sample
Transaction detail extension feed layout definition
Transaction detail extension feed layout sample

Transaction (deprecated) feed layout overview

Transaction (deprecated) feed layout definition
Transaction (deprecated) feed layout sample

Data ingestion use case examples

Campaign and response event usage example: Braze

Campaign event example: Braze

Campaign event sample: Braze

Response event example: Braze

Response event sample: Delivery
Response event sample: Open
Response event sample: Click
Response event sample: Bounce

External data onboarding: example sequence of events

Redpoint CDP data dictionary

Core summaries

Individual Golden Record summary
Individual Golden Record summary PII
Email summary
Individual BU Email summary
Individual BU Suppression summary
ContactAuth Email summary
ContactAuth SMS summary
ContactAuth Phone summary
ContactAuth Address summary
Customer Account BU summary
Loyalty Account BU summary

Retail summaries

Transaction Detail summary
Individual BU Retail summary
Individual BU Product Category summary

Redpoint CDP Orchestration baseline configuration

User group permissions
Metadata attributes
Table joins
Placeholders
RPI folder structure
RPI client folder structure and examples
Audience definitions
Resolution levels

Predefined Redpoint CDP campaign templates

Campaign template details and configuration

Multi-touch campaign templates
Records opted into direct mail
Records opted into email
Records opted into phone
Records opted into SMS
Records with birthday this month
Records with half birthday this month
Records with birthday within 7 days
Records with birthday on current day
Records with missing birthday
Records with Loyalty Signup Anniversary current day
Records with Loyalty Signup Anniversary current month
Winback (Last Open Date)
Winback (Last Purchase Date)
New customer onboarding

Queue listener setup document

Queue listener attributes information

Primary location closing in 30 days
RPI configured suppressions
Placeholder attribute information

RPI queue listener setup
High-level campaign creation checklist

Redpoint's approach to hygiene, matching, and identity resolution
Redpoint and consent management

Self-hosted deployment model
Redpoint cloud-native deployments

Redpoint Interaction (RPI) best practices

Admin operations

Upgrade to RPI v7.x

Plan your RPI v7.x upgrade
Execute the RPI v7.x upgrade

Upgrading to RPI v7.x with a parallel environment

Programmatically disable/enable users
Programmatically disable/enable active workflows

RPI v7 Realtime API updates
FAQs: Upgrading to RPI v7.x

Managing Helm chart updates for self-hosted RPI v7 deployments
Scaling configuration in RPI v7

RPI environment configuration and file system migration

Replicate prod environment in a lower environment
Automated process for migrating RPI v6.x files

Planning to convert your campaign platform

Considerations for migrating from Unica to RPI

Case-sensitive database technologies
Users and User Groups

Getting Started guide

Basics

Selection rule use cases

Creating a standard selection rule
Using global selection rules
Resolving the Sibling Selection warning
Protecting Personally Identifiable Information (PII) in RPI
Viewing Selection Rule Counts: Rule vs Audience Designers

Audience use cases

Creating an audience
Managing the deduplication settings in Audiences
Using templates and copy/paste in Audiences and Interactions
Creating and configuring an Audience Snapshot

Offer use cases

Create an email offer

Interaction use cases

Create an interaction
Create a multi-channel interaction
Create a multi-touch interaction
Recurring Trigger: Single Workflow vs New Workflow
Interactive Activity vs Batch Audience

Campaign use cases

Campaign use case: Welcome campaign

Advanced

Advanced audience use cases

Audience Snapshots: advanced use cases

Advanced interaction use cases

Complex interaction: multi-audience, multi-channel, 1:M

Creating seeds
Configuring Placeholders within RPI
Creating a data import
Defining file exports
Creating HTML templates
Using the RPI dynamic sender feature
Using metadata filtering in RPI
Using generative AI to create content

Placeholders: Benefits and best practices
Campaign audience organization recommendations
Campaign prioritization
RPI Queue Listener usage guide
Using an external trigger key constraint
Interaction workflow behaviors related to configuration and copy/paste activities
Patterns for managing multi-region data and interactions

Offer History

Offer history configuration

Offer History partitioning

Configure PURL adapters to use Offer History metadata
RPI Offer History system ID values

RPI object caching behavior best practices
Using Outbound Delivery channels and Mustache templates
Supporting email ramp-up in RPI
Model scoring with Snowflake user-defined functions

Smart Asset types

Batch Outbound use cases
Inbound Realtime use cases
Outbound Realtime use cases

Using views in RPI with SQL Server
Identifying custom SQL usage in RPI

Redpoint Orchestration and one-to-many relationships

One-to-many relationships and map item attributes
One-to-many relationships and custom SQL functions
One-to-many relationships and flattening out the data
One-to-many relationships and transactional audience definitions

Data process projects (DPPs)

Configure RPI to RPDM connectivity

Create and use data process projects

Create data process projects in RPI
Configure and use an RPDM stub project
Use data process projects in RPI

Coupon project reference guide

Configuring RPDM and RPI to assign coupon codes

Advanced coupon concepts

Using a coupon project with more than one resolution
Using coupons that have already been sent

Appendices

RPI v6.x best practices

How to replace an SSL certificate on the RPI application server
How to create a Data Project

Redpoint Realtime best practices

Next best actions with Redpoint

Visitor profiles and IDs

Assigning visitor IDs, including use of master and alternate keys
Visitor profile attributes (Parameters)

Website personalization using attributes captured in a visitor profile
Context search mode options
Configure RPI to support custom events and metadata for web Realtime decisions
Recent items and shopping cart events
Form configuration and process flow

Realtime Web Client

RPI web client initialization

Example: Initialize web client and execute Realtime decision
RPI web client advanced initialization concepts

RPI web client decisions
Lens configuration definitions
RPI Web Client - Preserving anonymous profile information

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CMS providers

Redpoint supports connecting to the content management system (CMS) providers in this section:

Drupal and Redpoint Realtime integration
Sitecore and Redpoint Realtime integration

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