This document consists of the following sections:
•About RPI: provides an overview of RPI, describes what makes it unique, and summarizes the software architecture that underpins the tool. This section also provides details of the application’s key concepts.
•RPI Application Framework: gives a comprehensive account of the features of the RPI framework, which underpins all other aspects of system functionality.
•My Jobs Dialog: provides access to the server-side jobs initiated by the current user.
•Configuration Workbench: provides a single point for the management of the underlying, system-wide entities necessary for RPI’s efficient operation.
•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.
•Rule Designer: facilitates management of the following file types:
o Selection rules: collections of criteria that define a subset of a records within a database. Standard, Basic and NoSQL selection rules are supported.
o Analysis panels: Venn diagrams, charts, crosstabs, pivot tables and maps that allow you to build selection rules visually.
o 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.
o 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
•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.
•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.
•Audience Designer: documents the intuitive interface that allows you to create re-usable audiences which can be leveraged across your customer and prospect interactions.
•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.
•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.
•Offer Designer: allows you to create and manage offers – collections of content that are able to be tailored for delivery across multiple channels.
•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.
•Model Project Designer: enables Classification, Clustering and Regression models created in Redpoint Automated Machine Learning to be leveraged in RPI.
•Subscription Group Designer: allows you to create and manage subscription groups, which help facilitate membership of groups to whom an ongoing stream of communication may subsequently be directed.
•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.
•Interaction Tracker: this interface affords visibility of interactions within the current RPI client. 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.
•Interaction Trigger Tracker: this interface provides an overview of currently-active interaction triggers that have yet to fire, and which match a specified set of filter criteria.
•Workflow Builder: a productivity tool that allows you to build an interaction workflow quickly and simply in a step-by-step, intuitive manner.
•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.
•Workflow Instance Viewer: provides real time visibility of an interaction workflow’s execution.
•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.
•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.
•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.
•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.
•Realtime Tracker: 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.
•Published Content Tracker: this interface allows you to view a list of published (and, if required, unpublished) content (smart assets and landing pages) at the current RPI client.
•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.
•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.
•File Approval: describes the elements of RPI that collectively facilitate the approval by designated users of file assets.
•Data Project Designer: facilitates the import of data files into your marketing database.
•Dashboards: allows you to build exportable dashboards, which provide instant and insightful visibility of activities and results of particular interest to specific audiences.
•Wiki Browser/Designer: 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.
•Reporting Portal: gives access to your own suite of reports directly from the RPI user interface.
•Training Aids: two training aids (Build an Email and Send Emails) are provided. These allow the novice user to acquaint her- or himself with RPI key concepts and interfaces, at the same time undertaking productive work. Training aids can be enabled or disabled as required.
•Operations Interface: provides operational staff with an up-to-date synopsis of system health and provides access to server log files and services.