Skip to main content

Redpoint Interaction v7.x Documentation

Doc Site Home
Doc Site Tour
Redpoint Global Home

Redpoint Interaction v7.x Documentation

Main

Doc Site Home
Doc Site Tour
Redpoint Global Home

Main

Welcome to RPI!

News

RPI v7.7 release

RPI v6.x vs. RPI v7.x feature comparison
Glossary
Copyright information

Release notes

RPI v7.7 release notes

Upgrading to RPI v7.7

RPI v7.6 release notes

RPI 7.6.20251213.955 upgrade
RPI 7.6.20251107.936 upgrade

RPI v7.5 release notes
RPI v7.4 release notes
RPI v7.3 release notes
RPI v7.2 release notes
RPI v7.1 release notes
RPI v7.0 release notes

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 a value list
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
Users and User Groups

Reference guide

Introduction

RPI application framework

Signing In

Sign in failures
Automatic sign out

Automatic client application updates

RPI interface

Main header
Quick access menu
Main tab set
Designers
Main toolbox
Folder search

Functional permissions
Keyboard shortcuts
Main home page
About Redpoint interaction

The RPI file system and file system dialog

Folder treeview
Files/folders list
Folder permissions
Folder actions

File actions

File information dialog

File versions
Information Panel
Additional file system options
External content providers and the file system dialog

File properties
Choose Database Item dialog
Choose/Specify Database Values dialogs
Attribute Placeholders dialog
Follow/Unfollow file
Pulses
Errors and warnings

Preferences

Preferences tab set

Audit

Other audits

Lights-out alerting
Connectivity loss
File output directory
System variables
Specifying Passwords using Azure KeyVault Secrets

My Jobs

Getting started with My Jobs
My Jobs toolbar
My Jobs list
Showing Jobs Related To
Job types

RPI Realtime

Using RPI Realtime
Building up visitor profiles
Making Realtime decisions
RPI web forms
RPI web events
RPI Realtime and the data warehouse
Writing Realtime data to files
RPI Realtime authentication
RPI Realtime architecture
RPI Realtime audit

Configuration

Configuration workbench

Configuration workbench toolbar
Configuration workbench toolbox
Configuration workbench workspace

Configuring attribute lists

Attribute lists

Attribute list tabs

Configuring audience definitions

Audience definition actions

Details tab
Metadata tab
Training Sets tab

Configuring audience snapshots

Getting started with audience snapshots
Audience snapshot actions

Configuring cached attribute lists

Getting started with cached attribute lists
Cached attribute list actions

Configuring the catalog

Select Database section
Database treeview
Catalog Details
Selected Item Details
Catalog toolbar actions

Configuring channels

Getting started with channels
Channel actions
Channels - General tab

Channel Specific tab

Design Export Path/Filename Format dialog
Acoustic Email
Airship Push Direct
Alchemer Survey
Azure channels
Eloqua Email
Data Extract
Facebook Audience Data Onboarding
Google Ads Customer Match Data Onboarding
Google Firebase
Google Firebase Direct
LiveRamp Data Onboarding
LuxSci Email
Marigold Email
mPulse SMS
Outbound Delivery
Realtime Cache
Salesforce Marketing Cloud (SFMC) Email
Salesforce.com CRM
SendGrid Email
SFMC Data Transfer
Twilio SMS

Execution Windows tab
Post Execution tab
Web Adapters tab
Custom State Flow tab
Advanced tab
How Timestamp is populated in Offer History States table

Configuring the tenant

Manage Auxiliary Databases overlay

Configuring Content Generation Tools

Configuring customer views

Getting started with Customer Views
Customer view actions

Configuring Data Process Projects

Getting started with Data Process Projects
Data Process Projects actions

Configuring Database Keys

Database Keys actions

Configuring Execution Windows

Getting started with Execution Windows
Execution Window actions

Configuring External Content Providers

Getting started with External Content Providers
External Content Provider actions

Configuring File Type Approval

Getting started with File Types Grid

Configuring FTP Locations

Getting started with FTP Locations
FTP Location actions

Configuring Joins

Getting started with Joins
Join actions
Read-only Access

Configuring NoSQL DB Collection Definitions

Getting started with NoSQL Database Collection Definitions
NoSQL Database Collection Definition actions

Configuring NoSQL DB Offer History Definitions

Getting started with NoSQL Database Offer History Definitions
NoSQL Database Offer History Definition actions

Configuring the Organization

Getting started with the Organization
Organization actions

Configuring Queue Listener Providers

Configuring Realtime Queue Providers

Getting started with Realtime Queue Providers
Realtime Queue Providers actions

Configuring Resolution Levels

Getting started with Resolution Levels
Resolution Levels actions

Configuring Seeds

Getting started with Seeds
Seeds actions

Configuring SQL Database Definitions

Getting started with SQL Database Definitions
SQL Database Definition actions

Configuring State Flows

Getting started State Flows
State Flow actions

Configuring System Configuration Settings

Getting started with the System Configuration Settings

Group: Database
Group: Environment
Group: Personalization
Group: Web

System Configuration actions

Configuring User Groups

Getting started with User Groups
User Group actions

Configuring Users

User actions

Configuring Value Lists

Getting started with Value Lists
Value List actions

Configuring Web Adapters

Getting started with Web Adapters
Web Adapters actions

Configuring Web Publish Sites

Getting started with Web Publish Sites
Web Publish Site actions

The Configuration Workbench and NoSQL Databases
Appendix A – Facebook Error Codes

Attributes

Attribute types
Target table
Accessing Attributes
Creating Attributes

Getting started with the Attribute Builder

Exists in table attribute properties
Database column attribute properties
Flag attribute properties
Aggregation attribute properties
Function attribute properties
Banding attribute properties
Map item attribute properties
SQL expression attribute properties
Model project attribute properties
Parameter attribute properties

Managing attribute values
Automatic attribute cataloging

Rule Designer

Getting started with the Rule Designer
Expanded Rule/Panel – Common Features
Collapsed Rule/Panel – Common Features
Side-By-Side View and Compact Font
Selection Rule Export
Data Viewer
Waterfall Counts Window
Selection Rule Insights
Placeholder Attributes
Generated SQL Dialog
Selection Rule Review Window
Pop Out/Snap Back

Standard Selection Rules

Getting started with Standard Selection Rules: Expanded mode
Standard Selection Rule criteria

Criterion Builder

Compare to Constant
Perform String Search
Compare to List
Compare criterion
Exists in a List or Map
Tuple Data Type Support

Criteria Lists
Linked and Embedded Selection Rules
Collapsed Mode
Selection Rule Warnings
Custom SQL Expressions
Clustered Audiences

Basic Selection Rules

Getting started with basic selection rules - expanded mode
Getting started with basic selection rules - collapsed mode
Basic Selection Rules and Redpoint AI

NoSQL Selection Rules

Getting started with NoSQL Selection Rules: Expanded mode
Getting started with NoSQL Selection Rules: Collapsed mode
Restrictions When Using Google Datastore

Analysis Panels

Analysis Panel: Chart
Analysis Panel: Crosstab
Analysis Panel: Pivot Table
Analysis Panel: Venn Diagram
Analysis Panel - Word Cloud

Realtime Decisions

Getting started with Realtime Decisions: Expanded mode

Realtime Decision types

Attribute List Realtime Decision
Database Realtime Decision
Facebook Realtime Decision
JSON Realtime Decision
Custom JSON Decision Criteria
Model Score Realtime Decision
Orchestration Realtime Decision
Smart Asset Result Decision Criteria
Offer Decision Criteria
Selection Rule Decision Criteria
Message History Decision Criteria

Web Realtime Decision

Date and Time Decision Criteria
Event Decision Criteria
Geolocation Decision Criteria
Geolocation Decision Criteria: Weather
Geolocation Decision Criteria: Drivetime
Geolocation Decision Criteria: Geofence
Tracking Decision Criteria

Decision scorecard

Model Project Designer

Getting started with the Model Project Designer

Audience Designer

Getting started with the Audience Designer
Audience Designer actions

Audience Blocks

Filter block
Multi Filter block
Suppressions block
Split block
Data Process block
Model Scoring block
Audience block
Cell List block
Block actions

Segment Summary
Audience Insights
Creating an Audience Snapshot
Testing an Audience
The Audience Designer and NoSQL Databases

Cell List Designer

Introducing the Cell List Designer
Getting started with the Cell List Designer
Options tab
Dimensions & Cells tab

Content Editor

Content Editor toolbar

Content Editor: Home tab

Content Editor: Insert Tab

Facebook Social Plugin components

Content Editor: Layout Tab
Content Editor dialogs

Rich Text Content
HTML Content
Edit Image dialog
Edit Date/Time Attribute dialog
Edit Decimal Attribute dialog
Edit [Other] Attribute dialog
Plain Text Content
Spell Check

Asset Designer

Getting started with the Asset Designer
Content Panel: Text Asset
Content Panel: HTML Asset
Content Panel: Image Asset

Content Panel: Web Form Asset

Content Panel: Toolbar
Content Panel: Layout tab
Content Panel: Options tab
Content Panel: Web form

Content Panel: Localization asset

Smart Asset Designer

Getting started with the Smart Asset Designer

Smart Asset Designer - Content Panel

Attribute smart asset
Audience segment smart asset
Rule smart asset
Model smart asset
Configure Content and Applicability section
Recommendation smart asset
Goal Smart Asset
Tag smart asset
Table smart asset
Advanced smart asset

Publish Options
Realtime API Scripts
History
Smart asset utilization

Offer Designer

Getting started with the Offer Designer
Offer Designer: Workspace
Offer Designer: Offers
Offer Designer: Data Extract
Offer Designer: Outbound Delivery

Offer Designer: Email

Toolbar buttons
Email Tab set
Page Layout section
HTML Content Editor
Text Email Content Tab
Using additional elements in an email offer
Email actions

Salesforce Marketing Cloud (SFMC) Email Data Transfer
Offer Designer: SMS
Push Notifications
Offer Designer: Realtime Cache
Facebook Audience
Google Ads Customer Match
Salesforce.com
The Offer Designer and NoSQL Databases

Export Template Designer

Getting started with the Export Template Designer

Export Template Designer tab set

The Export Template Designer and NoSQL Databases

Interaction Designer

Getting started with the Interaction Designer
Interaction Designer: Toolbar
Interaction Designer: Name
Interaction Designer: Interaction validation
Interaction Designer: Toolbox
Interaction Designer: Workspace
Interaction Designer: Interaction templates
Interaction Designer: Workflows
Interaction Designer: Activities

Interaction Designer: Triggers

Triggers tab set

Interaction Designer: Note
Interaction Designer: Queue Listener
Interaction Designer: Queue Activity
Interaction Designer: Batch Audience
Interaction Designer: Interactive activity
Interaction Designer: Subscription group activity
Interaction Designer: Data process activity
Interaction Designer: Data transfer activity
Interaction Designer: Delay
Interaction Designer: Wait for event
Interaction Designer: Broadcast
Interaction Designer: Control
Interaction Designer: Export
Interaction Designer: Offer
Interaction Designer: Decision offer

Interaction Designer: Interaction execution

Interaction Execution: Activity executions

The Interaction Designer and NoSQL Databases

Data Connectors

Getting started with Data Connectors
Data Connectors list

Subscription Group Designer

Getting started with the Subscription Group Designer

Interactions Report

Getting started with the Interactions Report

Interaction Triggers Report

Getting started with the Interaction Triggers Report

Results Window

Getting started with the Results Window

Results Window: Activity details

Activity details results

Audience Waterfall report
Dynamic Content Results dialog

Workflow Instance Viewer

Getting started with the Workflow Instance Viewer

Audience Instance Viewer

Getting started with the Audience Instance Viewer

Data Import Designer

Getting started with the Data Import Designer

Landing Page Designer

Getting started with the Landing Page Designer
Landing Page Designer: Toolbar
Landing Page Designer: Page layout section
Landing Page Designer: Content editor section
Landing Page Designer: Page preview
Smart assets in landing pages

Realtime Layouts

Getting started with Realtime Layouts
Manage Realtime Layout overlay

Realtime Details

Getting started with Realtime Details
Realtime Details: Charts

Published Content Report

Getting started with the Published Content Report

Realtime Report

Getting started with the Realtime Report

Single Customer View

Getting started with the Single Customer View

File Approval

Getting started with File Approval
File Approval: Approval panel
Manage File Approval dialog
Interaction Designer: File approval ramifications

Dashboards

Getting started with Dashboards

Dashboard: Widgets

Channel Overview widget
Chart widget
Count Results widget
File Approval widget
File Type widget
News Reader widget
Configure Pulses widget
Tasks widget
Time and Weather widget
Twitter Feed widget

Wiki

Getting started with the Wiki

Reporting Hub

Getting started with the Reporting Hub

Operations Interface

Getting started with the Operations Interface
System Health tab
System Tasks tab
Audience Snapshots tab
Execution Services tab
Server & Client Log tab
Workflow Summaries tab
Workflow Instances tab
Audience Instances tab
Query Trace Log tab
Database Queries tab
Housekeeping tab
Approval Summary tab
Audit Log tab
Telemetry tab
Diagnostics Mode tab

Admin guide

Admin: Introduction
Admin: Key concepts

Admin: Containerization

Admin: Regional settings in containers

Admin: Deploying RPI

Admin: Upgrade to RPI v7.x

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

Admin: Upgrading to RPI v7.x with a parallel environment

Admin: Programmatically disable/enable users
Admin: Programmatically disable/enable active workflows

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

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

Admin: RPI environment configuration and file system migration

Admin: Replicate prod environment in a lower environment

Admin: RPI licensing
Admin: Authentication
Admin: Scheduler rules

Admin: Logging

Increase RPI Trace logging
Gathering logs from RPI

Admin: Operational management
Admin: RPI client application

Admin: RPI Realtime

Admin: Realtime cache setup
Admin: Realtime helper utility
Admin: Pre- and post-processing plugins
Admin: Geolocation setup
Admin: Load web cache data task setup
Admin: Realtime localization setup
Admin: Security concerns using sequential keys
Admin: RPI Realtime decisions - Validate memory cache connection
Admin: RPI Realtime decisions - Advanced validation
Admin: Realtime decisions - Troubleshooting guide
Admin: RPI Realtime decisions - Logging
Admin: RPI Realtime decisions - Enable trace logging in Azure App Service

Admin: RPI to RPDM integration
Admin: RPI to AML integration
Admin: Queue Reader setup
Admin: Secret management
Admin: Workflow prioritization
Admin: RPI integration API
Admin: Offer History
Admin: Basic selection rule AI integration
Admin: Case-sensitive database technologies

Admin: Troubleshooting performance issues

Admin: RPI Selection Rule, Audience, or Interaction running slowly

Admin: Appendix A - Database preparation

Admin: AWS Redshift configuration
Admin: Azure Database for PostgreSQL configuration
Admin: Azure MySQL ODBC configuration
Admin: AzureSQL configuration
Admin: Databricks ODBC driver configuration
Admin: Google BigQuery ODBC driver configuration
Admin: Google Bigtable configuration
Admin: PostgreSQL configuration

Admin: Snowflake configuration

Admin: Configuring Snowflake Warehouse Overrides

Admin: SQL Server configuration
Admin: Teradata configuration

Admin: Appendix B - Authentication configuration

Admin: Microsoft Entra ID configuration
Admin: OpenID connection (OIDC) configuration

Admin: Appendix C - Queue Provider Configuration
Admin: Appendix D - Callback Service Configuration
Admin: Appendix E - External service endpoints, URLs, and ports

Supported connectors

Connector deprecation plan

External configuration

Cache configuration

Cache provider: Azure CosmosDB
Cache provider: Azure Redis
Cache provider: Cassandra
Cache provider: MongoDB
Cache provider: Redis

CRM configuration

Data onboarding configuration

Data onboarding provider: Facebook
Data onboarding provider: Google Ads Customer Match
Data onboarding provider: LiveRamp

Database provider configuration

Email service provider configuration

Email service providers: Acoustic
Amazon SES Data Streams Configuration Guide
Email service provider: Eloqua
Email service provider: LuxSci
Email service provider: Marigold
Email service provider: Salesforce Marketing Cloud (SFMC)
Email service provider: SendGrid

External content provider configuration

External content provider: Amazon AWS S3
External content provider: Azure
External content provider: Azure Storage
External content provider: Contentful
External content provider: Drupal
External content provider: Google Cloud storage

Mobile push notification configuration

Push notification provider: Airship Push Direct
Push notification provider: Azure/Azure Push Direct
Push notification provider: Google Firebase and Firebase Direct

Mobile/SMS provider configuration

SMS provider: mPulse
SMS provider: Twilio

Queue provider configuration

Queue provider: Amazon SQS
Queue provider: Azure Event Hubs
Queue provider: Azure Service Bus
Queue provider: Azure Storage Queue
Queue provider: Google Pub/Sub
Queue provider: Kafka - AWS MSK
Queue provider: RabbitMQ

Survey provider configuration

Web Adapter configuration

Web adapter provider: Bitly
Web adapter provider: Google Analytics
Web adapter provider: Rebrandly

API reference

Breadcrumbs

Home
Redpoint Interaction v7.x Documentation
External configuration

On this Page

Data onboarding configuration

In this section:

Data onboarding provider: Facebook
Data onboarding provider: Google Ads Customer Match
Data onboarding provider: LiveRamp

Redpoint Global Home
Redpoint Support
Redpoint Privacy Policy
Redpoint Subprocessors

Copyright Redpoint Global Inc. All rights reserved.
Powered by Scroll Sites & Atlassian Confluence