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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: OpenID connection (OIDC) configuration
Admin: Microsoft Entra ID 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
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RPI v7.7 release
