Introduction

Overview

This user guide provides detailed information about using Redpoint Interaction (RPI).

What is RPI?

RPI is the key component of Redpoint’s Intelligent Orchestration pillar. With RPI, you can execute both complex multitouch, multichannel journeys and simple one-off campaigns that are designed to engage with customers and prospects on the channels that they choose to interact with a business. Dynamic rules and content enable you to keep up with each customer’s cadence as preferences, interests, and needs evolve.

Intelligent Orchestration and RPI are part of Redpoint Global’s fully integrated solution, which gives you a single point of control to connect customer data and execute marketing campaigns, so you can achieve the real-time, hyper-personalized experiences you expect.

For more information, please visit Redpoint’s website.

About this documentation

This documentation consists of the following sections:

1. RPI application Framework: gives a comprehensive account of the features of the RPI framework, which underpins all other aspects of system functionality.

2. My Jobs: provides access to the server-side jobs initiated by the current user.

3. RPI Realtime: provides an overview of RPI’s realtime capabilities, which primarily center around the ability to present the most on-demand content to an inbound (typically website) visitor.

4. Configuration: provides a single point for the management of the underlying, system-wide entities necessary for RPI’s efficient operation.

5. Attributes: RPI’s unique attributes provide a layer of abstraction that hides unnecessary complexity in your data and allows the tool to speak your language.

6. Rule Designer: facilitates management of some RPI file types.

7. Standard Selection Rules: collections of criteria that define a subset of a records within a database.

8. Basic Selection Rules: collections of criteria that define a subset of a records within a database.

9. NoSQL Selection Rules: collections of criteria that define a subset of a records within a database.

10. Analysis Panels: details a series of analysis panels – Venn diagram, Chart, Crosstab, Pivot table and Map – which can be used to expedite the process of creating selection rules.

11. Realtime Decisions: rules that facilitate the realtime manipulation of content in accordance with a website visitor’s characteristics, behaviors and previous receipt of RPI communications. Decision scorecards allow you to assign a weight value to a site visitor’s fulfilling the criteria defined within a realtime decision. Further content personalization can then be carried out by leveraging scorecards in subsequent realtime decisions.

12. Model Project Designer: enables Classification, Clustering and Regression models created in Redpoint Automated Machine Learning to be leveraged in RPI.

13. Audience Designer: documents the intuitive interface that allows you to create re-usable audiences which can be leveraged across your customer and prospect interactions.

14. Cell List Designer: allows you to create and manage cell lists.  Cell lists are bundles of rules that allow you to subdivide your data quickly and accurately in order to ensure the correct treatment is applied to records that share like characteristics.

15. Content Editor: allows you to create and edit RPI content.

16. Asset Designer: allows you to create and manage re-usable text, HTML, image, table and web form assets that can be utilized when building outbound or inbound content.

17. Smart Asset Designer: allows you to create and manage attribute, audience segment, rule, model, goal and advanced smart assets, which can be used personalize inbound and outbound content.

18. Offer Designer: allows you to create and manage offers – collections of content that are able to be tailored for delivery across multiple channels.

19. Export Template Designer: allows you to create and manage export templates, which give great flexibility in controlling the format of output files generated by RPI.

20. Interaction Designer: allow you to execute interaction workflows, retrieving details of those individuals you wish to contact from your data warehouse and undertaking appropriate fulfillment activities in respect of the same.  The Interaction Designer also allows you to observe the results of your executions in real time.  In addition, real-time triggered messages can be sent from the Interaction Designer using queue listeners and activities. This includes the workflow builder, a productivity tool that allows you to build an interaction workflow quickly and simply in a step-by-step, intuitive manner.

21. Data Connectors: allow you to transfer data, on a repeating basis, to a third party.  Data connectors provide a simpler way to effect data integration without the unnecessary overhead inherent in performing this task using an interaction.

22. Subscription Group Designer: allows you to create and manage subscription groups.

23. Interactions Report: this interface affords visibility of interactions within the current RPI tenant.  A filterable list of interactions is displayed, within which a number of tasks can be undertaken – e.g. viewing results, activating workflows and opening the Interaction Designer.

24. Interaction Triggers Report: this interface provides an overview of currently-active interaction triggers that have yet to fire, and which match a specified set of filter criteria.

25. Results Window: facilitates your viewing an interaction’s, workflow instance’s or audience instance’s results.  Also allows you to view metadata assignment within an audience.

26. Workflow Instance Viewer: provides real time visibility of an interaction workflow’s execution.

27. Audience Instance Viewer: presents a real time view of an audience as it executes, allowing you to observe status updates and results as they happen.

28. Data Import Designer: allows you to create and manage Data Imports, which allow you to load files on an ad hoc basis into the RPI data warehouse, so that the data therein can be used in a tactical capacity. For example, you might wish to load a short list of customers in order to send each one a one-off email. Rather than relying on Redpoint Data Management (RPDM) or another third-party mechanism making such data available, you could use RPI’s Data Import functionality to quickly load the data.

29. Landing Page Designer: allows you to build landing pages that can be hosted at your website, to which can be added web forms that allow the capture of data from site visitors.  Landing pages can be tailored to render content customized to visitors’ needs through the use of smart assets and can effect A/B/n or machine learning-based optimization using goal smart assets.

30. Realtime Layouts: allows you to to create and manage Realtime Layouts.

31. Realtime Details: allows you to view metrics and trends thereof, generated by site visitor activity, in respect of a published version of a landing page, smart asset or interaction.

32. Published Content Report: this interface allows you to view a list of published (and, if required, unpublished) content (smart assets and landing pages) at the current RPI tenant.

33. Realtime Report: allows you to view metrics relating to published landing pages, such as the number of times pages were visited, details of links clicked therein and forms submitted.  Visibility of visitors’ behavior at external web pages can also be provided.  In addition, interaction results can be viewed in the same context, allowing the interplay between outbound communications and site visits to be explored.

34. Single Customer View: allows you to search for records from the data warehouse – typically customers – and then choose one of the records to view in detail in the Single Customer View interface.  The interface can display properties of, details of records related to and a timeline of events that have occurred in respect of the selected customer.

35. File Approval: describes the elements of RPI that collectively facilitate the approval by designated users of file assets.

36. Dashboards: allows you to build exportable dashboards, which provide instant and insightful visibility of activities and results of particular interest to specific audiences.

37. Wiki: allow you to view and contribute to pages in the RPI Wiki – a single, one-stop repository for learning and best practice within your RPI user community.

38. Reporting Hub: gives access to your own suite of reports directly from the RPI user interface.

39. Operations Interface: provides operational staff with an up-to-date synopsis of system health and provides access to server log files and services.