Redpoint Best Practices Documentation
Redpoint Best Practices Documentation
Breadcrumbs

What's new?

Updated:

This page lists the new pages that we’ve published in this Redpoint Best Practices section of the documentation.

We’re publishing new content regularly; check back here for notable new pages. In addition to these new pages, we’re also enhancing existing content on a regular basis.

Be sure to also check our Video collection page for new instructional videos.

April 2026

  • Redpoint + Snowflake + Databricks + OfferFit + Braze reference architecture: This solution positions Redpoint Global’s Customer Data Platform (CDP), powered by Snowflake as its primary data warehouse, as the central hub for unifying and enriching customer data, in tight integration with Databricks for advanced analytics, OfferFit (Braze’s AI Decisioning) for 1:1 offer optimization, and Braze for cross-channel campaign execution.

March 2026

  • Moved RPI Getting Started guide and Admin operations topics: we’ve moved these topics to the RPI section of the Docs site to make it easier for you to find what you need within a single space.

  • Data readiness: this section provides comprehensive information about Redpoint’s view and implementation of data readiness as part of the Customer Data Readiness Hub.

February 2026

  • : another new topic for our Getting Started guide, this page walks through the process of creating a data import in RPI. Includes a video!

  • : a new topic under our Getting Started guide, reviewing how to turn an HTML asset into a dynamic template to help you create offers and landing pages with ease. Includes a video!

January 2026

  • RPI best practices re-org: we’ve made some changes to the organization of the RPI section. Here’s a brief description of the new categories:

  • : learn how using templates and copy/paste when creating audiences and interactions can save you time. Includes a video!

  • Alchemer functional guide: describes the capabilities of Alchemer within Redpoint Interaction (RPI) and how surveys can be utilized.

  • Google Ads Customer Match functional guide: describes the capabilities of Google Ads Customer Match data onboarding within Redpoint Interaction (RPI) and how sending records/synchronizing state data works.

  • : walk through creating the components of a simple welcome campaign. Includes a video!

December 2025

  • : learn RPI’s best practices on creating and modifying global selection rules. Includes a video!

  • : learn about creating seeds and how you can use them in the Offer Designer and Interaction Designer. Includes a video!

  • Users and User Groups: learn about the differences between users and user groups and how to create each one. Includes a companion Learning the Ropes training video.

  • Updated LuxSci functional guide and Recovering from a failed Interactive Activity: includes updated content for using LuxSci with RPI v7.6 and guidance on recovering from a failed IA.

  • Identifying custom SQL usage in RPI: understand where and how custom SQL is employed in RPI.

  • : learn about how to view selection rule counts using Waterfall Counts in the Rule Designer and Tests in the Audience Designer. Includes a video!

November 2025

  • Marigold functional guide: information about the capabilities of Marigold within RPI, how sending emails/synchronizing state data works, and links to other resources.

  • Drupal JSON:API to ECP connector info: information about integrating with Drupal’s JSON:API module to allow for the consumption of both Drupal content and the Drupal file system into Realtime.

  • RPI object caching behavior best practices: how to manage changes to the objects used in RPI campaigns and what those changes mean for active workflows, including specific scenarios when updates take effect right away in ongoing workflows, and when a workflow needs to be restarted or re-created for the changes to apply.

  • : learn about the interactive activity in detail and compare it side-by-side with using batch audiences in interactions. Includes a video!

  • : how to manage dedupe settings at an audience level. This topic is paired with a Learning the Ropes video from our Training Center.

  • : how to mark assets as PII in RPI. This topic is paired with a Learning the Ropes video from our Training Center.

October 2025

  • : walks through a use case of creating a rule that contains sibling selection, and then tells you how to fix it. Includes a video!

  • LuxSci functional guide: Batch state management: how the LuxSci connector implements batch state management to control issues that arise from terminated pods.

  • mPulse functional guide: Batch state management: how the mPulse connector implements batch state management to control issues that arise from terminated pods.

  • : learn about the single workflow vs the new workflow options when using a recurring trigger in an interaction. Includes a video!

  • Using Outbound Delivery channels and Mustache templates: how RPI’s Outbound Delivery channel enables integration with external systems for custom campaign executions, supporting delivery state tracking and dynamic content generation through Mustache templates.

September 2025

  • RPI v6.x documentation: RPI v6.7 documentation now has its own space with improved search and navigation functionality. We’ve also updated the links within the Best Practices content to these v6.x docs to make it easier for you to find those references.

August 2025

  • Case-sensitive database technologies: discusses the implications of qualifying vs. not qualifying queries, along with additional considerations when migrating from a non-case-sensitive database to a case-sensitive one.

  • Redpoint cloud-native deployments: a high-level overview of how Redpoint software is supported natively in each of the three primary clouds: Azure, AWS (Amazon), and GCP (Google).

  • One-to-many relationships and transactional audience definitions: how to configure and use the transactional audience definitions feature in RPI.

  • RPI Queue Listener usage guide: guidance on when Queue Listener (QL) functionality is appropriate to use and how it works, including example use cases.

  • : a walk through of how to create an email offer. Includes a video!

  • Scaling configuration in RPI v7: how to configure scaling for RPI v7 environments, focusing on the importance of scaling and resource management within Kubernetes environments.

  • : high-level steps you can use to create a copy or your production environment in a lower environment.

July 2025

June 2025

  • New Smart Asset use case video: check out the video demo that we’ve added for the Table Smart Asset.

  • : a walk through of how to take, run, and configure the settings of a brand new Audience Snapshot. Includes a video!

  • : optionally disable users to allow a limited set of users to perform validation (and then re-enable them) when upgrading to RPI v7.x with a parallel environment (provides SQL scripts).

  • : optionally disable all active workflows for additional smoke testing (and then re-enable them) when upgrading to RPI v7.x with a parallel environment (provides SQL scripts).

  • Interaction workflow behaviors related to configuration and copy/paste activities: the behavior of interaction workflows related to configuration options as well as copy/paste and how that impacts configured metadata and inputs to downstream objects.

  • New Smart Asset use case video: check out the video demo that we’ve added for the Rule Smart Asset.

  • : differences between the Realtime API endpoints deployed with RPI versions 6.x and 7.x.

May 2025

April 2025

  • RPI v7.x usability features: a summary of usability improvements we’ve made in RPI v7.x.

  • : a walk through of how to create a simple interaction with a single trigger, audience, and offer. Includes a video!

  • : how to set up a single RPI workflow to send to multiple channels (extract and email) and include a table asset in the email, demonstrating a use case where a healthcare payer or healthcare provider wants to email a list of active prescriptions for the household to the head of household.

  • : how to link metadata attribute dropdown lists to help simplify the metadata assignment process.

March 2025

  • : a walk through of how to create a simple multi-touch interaction using a single workflow. Includes a video!

  • : a walk through of how to create a simple multi-channel interaction in RPI. Includes a video!

  • RPI Offer History system ID values: the various system IDs used in RPI that are related to interaction and offer execution.

  • Redpoint CDP summaries and aggregates: Redpoint CDP summary tables and aggregates, including core summaries like the Golden Record Summary and industry-specific calculations.

February 2025

  • : approach and considerations to migrate from RPI v6.x to RPI v7.x using a parallel install of v7.x.

  • Configure PURL adapters to use Offer History metadata: configuring and using a PURL adapter with Offer History metadata fields as a source of the attribute values for the URL parameters in the PURL adapter.

  • Video collection: a comprehensive listing of our brief instructional videos created to enhance our written documentation.

  • Using an external trigger key constraint: how to set up and execute an interaction within Redpoint Interaction (RPI) by using an external trigger key constraint within an automation in Redpoint Data Management (RPDM).

  • : benefits, simple and complex use cases/scenarios, and how to use Audience Snapshots in Redpoint Interaction (RPI).

January 2025

December 2024

  • Campaign audience organization recommendations: guidance for setting up and organizing process blocks within an audience in Redpoint Interaction (RPI).

  • : how to create and configure placeholders within Redpoint Interaction (RPI) to use within campaigns.

  • Redpoint DM + Google BigQuery + AEP reference architecture: a strategic framework for integrating Redpoint Data Management (RPDM) with Google BigQuery's cloud-based data warehousing and analytics platform along with Adobe's customer engagement platform, Adobe Experience Platform (AEP).

  • Leverage our new AI Search integration throughout docs.redpointglobal.com: this search allows you to use natural language to conduct a more complex search of the doc content. For example, you can search for “How do I create an audience in RPI?” to find results that are more targeted than a generic search for “audience.” After typing in your search phrase, select AI Search to initiate the search.

The information provided through AI-assisted search results is generated based on available data and algorithms designed to deliver relevant and accurate insights. However, you should exercise caution and verify critical details independently, as the AI may not always reflect the most up-to-date, comprehensive, or contextually accurate information.

November 2024

  • Insight feed layouts: detailed information about the insight (model and score) feed layouts, which allows analytic (insight) data model information to be loaded to Redpoint CDP.

  • Placeholders: Benefits and best practices: the benefits of using placeholders within Redpoint Interaction (RPI) and when to consider using them.

  • Account feed layout: detailed information about the account feed layout, which allows account information to be loaded to Redpoint CDP.

  • Using views in RPI with SQL Server: best practices for using views within Redpoint Interaction (RPI) when paired with SQL Server.

October 2024

September 2024