RapidPro

User guide to help you in your daily development or administration tasks on RapidPro.

82 articles found in this collection

Written by Jesus Ekie,

Platform Overview

There are some features that you need to know as you create your account: Account, Messages, Contacts, Flows.

Written by Jesus Ekie,

Updated August 3, 2021

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01.01-Your Account

The label Your Account localized on the right top of your page is the most important part of your account. From here you can...

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Updated August 3, 2021

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01.02-Adjusiting the Languages Configuration

To avoid the creation of different flows (if the content is the same) in different languages, when there is a necessity to use different languages is fundamental to organize and define the languages...

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Updated August 3, 2021

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01.03-Adjusting the Time Zone and Date Format

Adjusting the time zone and date/time format is essential to send messages, events, and other functions by SMS and Email...

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Updated August 3, 2021

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02.01-Channels Introduction

Channels allow you to send and receive messages and calls through the plataform, you can connect how many channels as you want...

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Updated August 3, 2021

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02.03- Adding Channels

To add channels to your account, you should: Click on your account on the top right of the page...

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Updated August 3, 2021

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02.04-Deleting a Channel

To delete to your account, you should: Click on the account button located on the top right...

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Updated August 3, 2021

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02.05-Using a Android CellPhone as a Channel

When your account sends a message, it notifies your Android phone. The phone will send the message out from your local number on your behalf...

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Updated August 3, 2021

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02.06-Adding an e-Mail channel

Besides sending messages using customized e-mail accounts, it's possible to set an e-mail address as a channel...

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Updated August 3, 2021

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02.07-Adding Viber channel

You can add your a Viber's public account as a channel on the platform...

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Updated August 3, 2021

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02.08-Creating a flow to a surveyor

Our Surveyor Android Application is a robust complement to our web application, what allows us to create, map and manager flows based on a mobile chat in any place of the world...

Written by Jesus Ekie,

Updated August 3, 2021

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02.09-How a SMS Integration Works

The platform allows organizations to visually build scalable interactive messaging applications. The platform is a hosted service for visually building interactive messaging applications...

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Updated August 3, 2021

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02.10-External Channel

You can connect an external aggregator or messaging service to the platform using our external API. To know how to add a channel you can read this article...

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Updated August 3, 2021

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03.01-Messages Introduction

Messages are the interactions realized when you send or receive a message using your contacts or App...

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Updated August 3, 2021

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03.02-Archived Messages

Like your email, the platform allows you to archive the inbox messages while the outbox messages are kept to verify the messages sender through the channels connected with the account...

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Updated August 3, 2021

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03.03-Exporting Messages

The message can be exported from a spreadsheet to be validated for the platform. To export received and sent messages...

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Updated August 3, 2021

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03.04-Labeling Messages

The platform allows adding labels to classify the answers. You can create your own labels to keep the messages control. This action turns the messages organization and...

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Updated August 3, 2021

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03.06-Select a Message to Send Later

The platform allows scheduled the messages to be sent in a determinate time and date, and repeat daily, weekly, or monthly. To schedule a message you should...

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Updated August 3, 2021

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03.07-Adding Audio to the Message

There are two different ways to add a audio to your message, using a audio URL or upload a audio from your computer...

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Updated August 3, 2021

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03.08-Adding Image to the message

There are two different ways to add a image to your message, using a image URL or upload a image from your computer...

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Updated August 3, 2021

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03.09-Adding Video to the Message

There are two different ways to add a video to your message, using a video URL or upload a video from your computer...

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Updated August 3, 2021

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04.01-Contact Introduction

A contact is a final user that interacted or will interact with the RapidPro. The communication with the contacts happens through a channel...

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Updated August 3, 2021

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04.02-Adding a Contact

To create a contact you should: Click on the button Contact; Click on the button “Create a Contact” on the bottom left of the page...

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Updated August 3, 2021

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04.03- Add, Edit and Priorize the Contacts Addresses

The contacts addresses are a kind of contact field as name and groups. The contacts addresses can be added, edit and prioritize when you actualize...

Written by Jesus Ekie,

Updated August 3, 2021

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04.04-Adding New Fields

All contacts can be attributed to some attributes called contact fields, they have values with their names, phone numbers and any other individual information that you want to include...

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Updated August 3, 2021

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04.05-Deleting Fields

If you don't need more contacts field, you can delete it, you just need to clear your name on the “Manager Field”. Notice that this will remove all values associated with this field...

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Updated August 3, 2021

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04.06-Editing the Fields Value

Editing Standard Fields Standard fields can be added and edited manually through the “Actualize” button located into the profile page...

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Updated August 3, 2021

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04.07-Looking for Contacts

Besides searching contacts for the name or phone number, you can consult using the consult menu bar located on the contacts guide to look for contacts on the contacts field value base...

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Updated August 3, 2021

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04.08-Configuring the Contact Language

The platform allows defining the languages preferences for your contacts. When defined, these are the languages that your contacts will receive the messages...

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Updated August 3, 2021

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04.09-Importing Contacts

The contacts importation allows you to add an entire groups to the platform using a simple XLS (MS Excel) spreadsheet...

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Updated August 3, 2021

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04.10- Types of Contacts and Variables

The table above maps each type of channel with their type of contacts address correspondents. Each contact can have different addresses...

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Updated August 3, 2021

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05.01-Groups Introduction

Contacts groups allow you to segment your contacts in groups based on their attributes and answers...

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Updated August 3, 2021

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05.02- Creating a Group

How to create a group: Go to “Contacts” on the top right of the page...

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Updated August 3, 2021

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05.03- Adding or Removing a Contact to a Group

To add a contact to a group: Go to “Contacts” guide...

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05.04-Dynamic Groups

Resulting consults groups are called dynamics groups. Dynamic groups are the only ones that still have contacts added automatically if the contacts correspond to the consult...

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Updated August 3, 2021

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06.01-Flow Introduction

Flow is the conditional logical tree visual representation applied for your contacts when they are in the flow. When the contact is in a flow, they interact directly with the steps...

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Updated August 3, 2021

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06.02-Types of Flows

The platform provides three types of flows that are available according to the channel capacity when you are connected to your flow...

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Updated August 3, 2021

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06.03-Creating a New Flow

To create a flow: go to the guide “flows”; click on the button “Create a flow”...

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Updated August 3, 2021

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06.04-Know the Flow Editor

Flow Editor Anatomy: 1. Name - The given name to the created flow...

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Updated August 3, 2021

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06.05- Defining Keywords for a flow

You can attribute keyword(s) to a flow to allow your contacts to start a flow using your criteria. The keyword is the first word in a received message...

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Updated August 3, 2021

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06.06-Starting a Flow

If your contacts want to interact into the flow, they should be initialized. A flow can be initialized in different ways...

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06.07- Action Set

An Action Command represents some actions done in name of the flow. Essentially, they are commands that allow you...

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Updated August 3, 2021

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06.08-Sending a Message Through the Flow

“Send a response message” is an action that you will use to communicate with your contacts on a flow, allowing to avoid an automatic message when reaches a determined step on the flow...

Written by Jesus Ekie,

Updated August 3, 2021

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06.09-Sending a Message to Somebody Else

You can add an action on your flow to avoid sending a message to somebody who is not an active contact on this step. For example, this action can be used for...

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Updated August 3, 2021

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06.10-Adding and Actualizing the Contact Fields

When the contact field is created, the default value is null, at least the field was imported from a pre-existing value...

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Updated August 3, 2021

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06.11-Classifing and Deleting Contacts in Groups

Adding contacts to a group: go to the flow editor; then click on and drag the red box on the action...

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Updated August 3, 2021

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06.12-Adding Labels to Responses

Use the Create Label action to label the received messages processed on the flow...

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Updated August 3, 2021

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06.13-Sending an Email

Use the Send an Email to send an Email using the flow. The resulting email can contain values referred using...

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Updated August 3, 2021

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06.14-Starting Another Flow

Use the Start Another Flow to move your contacts from a flow to another one...

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Updated August 3, 2021

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06.15- Start Someone Else in Flow

Use Start Someone Else in a Flow to put a contact or a separated group into a flow when a contact reaches this step...

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Updated August 3, 2021

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06.16- Rule Set

Rule Set are connection points on a flow. They are conditional declarations allowing to direct your contacts using...

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Updated August 3, 2021

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06.17- Response Rule

The response rules will evaluate the operator designated for the rule set. Remember the RuleSets article, for each RuleSet, is designated a different operator...

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Updated August 3, 2021

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06.18-Starting a Webhook

Although the platform provides flexibles methods to storage and evaluates values, you can have the necessity to get data from an external application...

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Updated August 3, 2021

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06.19- Creating a Flow in Different Languages

After defining the first and second language in your account, you can edit your flows to alter between different languages, depending on the languages preferences from your contacts...

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Updated August 3, 2021

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06.20-Introduction to Flow Variables

By standard, a flow containing RuleSets contains a collection of resulting variables for each RuleSet evaluation...

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06.22-Visualizing and Exporting Variables

When your contacts interact with a flow, your answers will be storage as a flow result that you can access selecting “Results”...

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Updated August 3, 2021

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06.23-Exporting and Importing a Flow

Use this action to export Flows. You can export a flow to share with other accounts or to save a specific version of your flow to use in the future...

Written by Jesus Ekie,

Updated August 3, 2021

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07.01-Introduction to Triggers

Triggers allow the user to start flows based on user actions or schedules. There are different types of triggers and some of them...

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Updated August 3, 2021

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07.02- Creating a Message Keyword that Launches a Flow

The keyword is the first word in a message and can be used to start the flow...

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Updated August 3, 2021

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07.03- Creating a Message Keyword that Allows People to Join a Group

Use this trigger to add join contact in a group. This trigger is useful to manager contacts that want to disjoin a group using the...

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Updated August 3, 2021

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07.04- Start a Flow in the Future or on a Schedule

Use this trigger to schedule a flow in a moment in the future, repeat it daily, weekly or monthly...

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Updated August 3, 2021

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07.05- Start a Flow After Receiving a Call

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Updated August 3, 2021

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07.06- Start a Flow After a Missed Call

Use this trigger to start a flow after a missed call. To start a flow after a missed call...

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Updated August 3, 2021

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07.07- Start a Flow When a Conversation is Started by a Contact

Use this trigger to start a flow when a conversation is started by a contact. To start a flow when a conversation is started by a contact...

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Updated August 3, 2021

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07.08-Start a Flow After Receiving a Message Not Handled Elsewhere

Use this trigger to start a flow after receiving an uncaught message (the message is not handled in elsewhere for other triggers)...

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Updated August 3, 2021

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07.09-Ignoring a Keyword in a Flow

When a contact sends a message that corresponds to a keyword that you defined to start flow, it will be automatically placed into the flow by default...

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Updated August 3, 2021

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08.01-Campaing Introduction

Campaigns allow scheduled messages and flow around a specific date, as a register or bought date...

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Updated August 3, 2021

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08.02- Creating, archiving and activating a Campaign

A campaign requires a name and a contact group to receive the events. Each campaign just can operate in a group...

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Updated August 3, 2021

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08.03- Adding and Editing an Event to the Campaign

A campaign event represents an action that will realize a relation with a date and time value stored in a contact field...

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Updated August 3, 2021

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09.01-Expressions and Variables Introduction

By standard, a flow containing RuleSets contains a collection of resulting variables for each RuleSet evaluation...

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Updated August 3, 2021

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09.02-Expressions Syntax

The expressions syntax are modeled as they are used in Microsoft Excel™ formula, although all expressions start with “@” symbol. When written, the symbol “@”...

Written by Jesus Ekie,

Updated August 3, 2021

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09.03- Logical Expressions

The logical expressions is an expression that evaluates as TRUE or FALSE. This expression can use some operators...

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09.04-Date and Time Values

The platform emulates almost all operators available in the Excel for date and time...

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Updated August 3, 2021

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09.05-Referencing the variables

@contact variable represents contacts field value specific for each contact presents in a flow...

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09.05- Reference Functions

Function Arguments into the bracket ([…]) are optional. Notice that, when you replace variables...

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Updated August 3, 2021

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10.01-Introduction to Telegram Channel

Using the Telegram channel you will access a superfast, simple and free plataform used for more than 62 millions of people around the world through any mobile device...

Written by Jesus Ekie,

Updated August 3, 2021

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11.01- Introduction to Twitter Channel

Besides the voice and SMS, this platform allows you to apply our exclusive flow to interact by direct messages on Twitter...

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Updated August 3, 2021

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11.02- Connecting your twitter account

To connect your Twitter account to the platform you just need to add the Twitter channel...

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Updated August 3, 2021

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11.03- Creating a Twitter Flow

Create a Twitter flow that follows the same model as a common SMS flow...

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Updated August 3, 2021

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11.04-Creating a trigger Twitter

You can create a trigger to start a flow every time that you are followed for a contact...

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Updated August 3, 2021

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Facebook Channel

To add the bot to Facebook chat it is necessary first to understand the tools involved in establishing communication...

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Updated August 3, 2021

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Surveyor - Introduction

Our Surveyor Android Application is a robust complement to our web application, what allows us to create, map and manager flows based on a mobile chat in any place of the world...

Written by Jesus Ekie,

Updated August 3, 2021

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