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RapidPro
User guide to help you in your daily development or administration tasks on RapidPro.
82 articles found in this collection
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Platform Overview
There are some features that you need to know as you create your account: Account, Messages, Contacts, Flows.
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Updated August 3, 2021
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
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
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
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
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
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
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
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
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
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...
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Updated August 3, 2021
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
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
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
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
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
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
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
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
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
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
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
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
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...
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Updated August 3, 2021
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
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
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
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
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
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
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
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
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
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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Updated August 3, 2021
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
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
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
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
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
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
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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Updated August 3, 2021
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
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...
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Updated August 3, 2021
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
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
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
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
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
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
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
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
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
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
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
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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Updated August 3, 2021
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
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...
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Updated August 3, 2021
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
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
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
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
07.05- Start a Flow After Receiving a Call
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Updated August 3, 2021
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
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
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
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
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
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
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
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
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 “@”...
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Updated August 3, 2021
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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Updated August 3, 2021
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
09.05-Referencing the variables
@contact variable represents contacts field value specific for each contact presents in a flow...
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Updated August 3, 2021
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
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...
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Updated August 3, 2021
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
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
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
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
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
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...
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Updated August 3, 2021