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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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