RASP Help CenterTenant user guide
Product guide

Everything you need to use your tenant workspace

Follow complete, plain-language workflows for onboarding, audience management, campaigns, security, tenant administration, integrations, and troubleshooting.

Start with onboardingRegistration → verification → approval → loginRun a campaignAudience → content → approval → deliveryProtect the workspaceRoles → MFA → audit → recovery
Start hereNew tenant users and tenant administrators

Set up your tenant account

Register and verify your administrator email, or accept an invitation, then complete your organization information.

Open screen
  1. 1

    Open your invitation

    If your organization has been created for you, open the password-setup email sent to your login email address. Use the secure link to choose your own password; a password is not sent by email. The invitation link expires after 24 hours and can be used once.

  2. 2

    Request access if needed

    If you have no invitation, open /setup and complete the organization and administrator details. Submit the setup, open the verification email, and select the verification button. Email verification does not activate the organization: wait for superadmin approval before signing in. If the email could not be sent, open /verify-email to retry using your registration email and password.

  3. 3

    Sign in to your workspace

    Use the tenant login URL in the email or rasphq.com/login with your login email and chosen password. Complete authenticator setup or verification when your organization requires MFA.

  4. 4

    Complete organization information

    Tenant administrators can open Settings and fill in remaining contact, address, and timezone details. Select Save Organization Information. Optional details can be completed gradually; the tenant short name and subdomain are read-only.

  5. 5

    Check your access

    Your role determines the actions you can perform. Ask your tenant administrator if the access assigned to you does not match your responsibilities.

Good to know

  • An invitation marked as queued has been scheduled for sending; this does not confirm inbox delivery. Check spam and quarantine, then contact your administrator if it does not arrive.
  • Use only your assigned organization workspace.
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Start hereAll users

Sign in, MFA, password recovery, and sign out

Securely enter the correct tenant workspace and recover access when needed.

Open screen
  1. 1

    Enter email and password

    Sign in at rasphq.com/login. RASP identifies your active tenant and redirects you to its assigned subdomain after authentication.

  2. 2

    Complete MFA

    When Mandatory MFA is enabled for your organization, enroll an authenticator if prompted and enter its current six-digit code. When the setting is off, ordinary sign-in does not require an authenticator code.

  3. 3

    Reset a forgotten password

    Enter your work email, select Forgot password, and use the time-limited link in the email. Setting a new password revokes earlier sessions.

  4. 4

    Recover an authenticator

    At the MFA step select the authenticator recovery option. Follow the emailed link and confirm the account password. Existing MFA and sessions are revoked; enroll again on the next sign-in.

  5. 5

    Sign out safely

    The top-right user menu contains only Sign out. Select it to end your session. Shared authentication cookies are cleared across the tenant domain.

Good to know

  • Never share a password, reset link, API key, or authenticator code.
  • Recovery links expire and can only be used once.
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Start hereAll tenant users

Dashboard

Monitor the tenant’s current messaging activity, delivery health, audience, and recent campaigns.

Open screen
  1. 1

    Check key totals

    Review campaign, contact, delivery, and channel summary cards for a quick operational snapshot.

  2. 2

    Watch delivery health

    Use delivery and engagement charts to spot failures, unusual volume, or changes in channel performance.

  3. 3

    Review recent activity

    Open a recent campaign from the dashboard to inspect its state and delivery details.

  4. 4

    Act on warnings

    Quota banners and status messages identify limits or setup issues that may affect sending.

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AudienceTenant users with contact access

Contacts

Create, search, filter, edit, and organize the people who can receive tenant messages.

Open screen
  1. 1

    Search and filter

    Search by name, email, phone, company, or tag. Combine search with the subscribed, pending-consent, or unsubscribed status filter, and choose an appropriate page size.

  2. 2

    Select contacts

    Use a row checkbox for individual contacts or the header checkbox for everyone on the current page. The blue selection toolbar shows the exact count and preserves the selection while you move through loaded pages.

  3. 3

    Save selected contacts as a list

    Choose Add to list, then select an existing list or create a named list. A selected-contact list preserves those exact members; it does not automatically change when contact fields change.

  4. 4

    Delete selected contacts

    Authorized administrators and campaign managers can choose Delete selected, review the names and phone numbers, and confirm once. Deleted contacts leave active lists, segments, and future audiences; historical audit and delivery records remain.

  5. 5

    Edit details and tags

    Use the pencil action to update the contact or business name, international phone number, company, department, state, region, district, store, postal code, and comma-separated tags. Email remains immutable.

  6. 6

    Manage consent safely

    Review SMS, MMS, and Email separately. SMS/MMS consent requires a phone number; email consent requires an email address. Changing a channel to Opted in requires confirmation that the organization holds documented permission. Missing destinations, pending consent, and opted-out channels remain ineligible for campaigns.

  7. 7

    Export or import

    Export downloads the active tenant contact data as CSV. Import contacts opens the guided mapping workflow for creating or updating contacts in bulk.

Good to know

  • Contact data is tenant-isolated and is never shared with another organization.
  • Clear a selection before changing filters if the previously selected contacts should not be included in a bulk action.
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AudienceTenant administrators and permitted users

Import contacts from CSV or Excel

Bulk-load a clean audience file and map it safely into tenant contact fields.

Open screen
  1. 1

    Prepare the file

    Use a CSV or XLSX file with one header row and one contact per row. Excel imports read the first worksheet. The screen accepts up to 10,000 rows or 5 MB; the current hosted upload path can impose a lower limit, so split large files if an upload is rejected. Name is required, plus at least one contact channel: Phone or Email. Include both only when the contact may receive both phone and email campaigns.

  2. 2

    Confirm phone-country handling

    If every populated phone already includes a country code, RASP detects the countries and does not ask for a default. If any local number is missing a country code, select one default country for those rows. In a multiple-country file, maintain the country code on every number.

  3. 3

    Confirm identity mappings

    Map the mandatory Name column, then map Phone, Email, or both. Phone-only contacts can be used for consented SMS/MMS campaigns; email-only contacts can be used for consented email campaigns.

  4. 4

    Map every optional field

    Review the remaining original Excel/CSV headers. Known columns such as State, District, Company, Store, or Tags map to built-in fields. Separate multiple tags with commas, semicolons, or vertical bars. Package, Age, Joined Date, and any unknown header are retained under the original label as custom segment attributes by default.

  5. 5

    Skip unwanted data

    Choose Skip only for a column that should not be stored. Required identity fields cannot be skipped. Duplicate target mappings are blocked.

  6. 6

    Review before import

    Confirm the file, row count, country conversion, and invalid-row warning. A row is skipped when its name is missing, both Phone and Email are empty, or a supplied phone/email value is invalid. Selecting a country never grants messaging consent.

  7. 7

    Understand reimports

    Contacts are deduplicated within the tenant by phone or email. A reimport updates existing details and custom attributes instead of creating duplicates, while blank consent columns do not erase existing consent.

  8. 8

    Check the result

    After completion, review created, updated, and skipped totals. Return to Contacts to inspect records, then open Segments to use newly imported fields and distinct values.

Good to know

  • Import only data your organization is authorized to process.
  • Test a small sample before importing a large production file.
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AudienceTenant users with audience access

Segments and selected-contact lists

Build dynamic filter audiences or manage fixed lists made from selected contacts.

Open screen
  1. 1

    Choose all contacts or filters

    New segments start with All contacts selected. Keep it selected for every active contact, or clear it to reveal the rule builder. Field, Operator, and Value are mandatory for every configured rule.

  2. 2

    Create a clear segment

    Choose a recognizable name such as Premium customers — West Bengal and describe the audience purpose.

  3. 3

    Choose a populated field

    The field list includes built-in contact details plus the original Excel/CSV labels retained during import. A field without imported values explains that it must be mapped and reimported before value selection is available.

  4. 4

    Select one value

    Choose Equals or Does not equal. Open the searchable value dropdown and select one State, District, Package, Tag, tier, or other text value. Tag equals means the contact has that exact tag; Tag does not equal means the contact does not have it.

  5. 5

    Select multiple values

    Choose Is one of for Tags, text, number, or uploaded date fields. Search and tick multiple values in the same dropdown; those choices use OR inside that single rule, so Tags is one of paid or premium matches either tag.

  6. 6

    Create a number range

    For fields such as Age, Spend, or Score, choose Between and enter inclusive From and To numbers. Greater than, At least, Less than, and At most remain available for one-sided comparisons.

  7. 7

    Create a date range

    For uploaded dates or contact activity dates, choose Between. Use the calendar’s month navigation to select From and To; the final date is inclusive for the entire calendar day. The To calendar cannot select a date before From.

  8. 8

    Combine audience rules

    Separate rules use AND. For example, State equals West Bengal plus Tags is one of paid or premium plus Age between 25 and 35. To require two tags, add two separate Tags equals rules.

  9. 9

    Review live eligibility

    As complete rules change, the builder recalculates total matches and separately shows SMS, MMS, and Email eligible counts plus sample contacts. Eligibility requires affirmative consent and a destination for that channel: phone for SMS/MMS or email address for email. Campaign sending checks both again.

  10. 10

    Save and manage

    Create or save the segment, then Preview to refresh its membership, Edit to change rules, Duplicate to create a variation, Delete to retire it, or Use to open a campaign with the segment preselected.

  11. 11

    Use a selected-contact list

    For an exact manual audience, open Contacts, select the required imported contacts, and choose Add to list. Return to Segments & Lists to review its member count, edit its name or description, delete it, or use it in a campaign.

Good to know

  • Use Is one of for alternatives within one field; adding separate Equals rules would require a contact to match both values.
  • Date and number Between ranges include both From and To boundaries.
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MessagingTenant content creators and approvers

Templates

Create consistent, compliant SMS, MMS, and email content with reusable merge fields.

Open screen
  1. 1

    Choose the channel

    Select SMS, MMS, or email because validation, length, subject, and content requirements vary by channel.

  2. 2

    Design a professional email with AI

    For Email, open AI professional email designer and describe the audience, purpose, key message, tone, and call to action. Review or edit the prefilled company name, public logo URL, support email, and brand color, then choose Generate email. AI fills the template name, subject, plain-text fallback, responsive HTML, and appropriate merge fields; every result remains editable.

  3. 3

    Write reusable content

    Add a unique name, category, required email subject where applicable, and message body. SMS and MMS content supports up to 1,600 characters; email supports longer plain-text content plus an optional HTML version. For MMS, also enter a public HTTPS image, video, or audio URL that Twilio can retrieve without signing in.

  4. 4

    Insert merge fields

    Search the merge-field list, place the cursor in the message body, and select a field to insert it at that position. The list combines standard contact/campaign fields with this tenant's mapped Excel and custom fields, using their original column labels. Campaign delivery renders each value separately for every eligible contact.

  5. 5

    Check length and preview

    The editor displays live character and SMS segment estimates. Sample Preview replaces merge fields with safe examples. After saving, select Preview to use the server renderer and confirm that no unresolved fields remain.

  6. 6

    Save and manage

    Create or save the template, then use Edit to revise it, Preview to render it, Duplicate to create a variation with a unique name, or Delete to retire an unused template. Templates attached to active or editable campaigns cannot be deleted.

  7. 7

    Use in a campaign

    Select the template in the campaign builder. At queue time, RASP renders contact and campaign fields for every recipient, then rechecks destination availability and channel consent before sending.

Good to know

  • AI creates a draft, not an approval: verify claims, links, merge fields, brand presentation, and compliance before saving or sending.
  • Do not put secrets or unnecessary sensitive personal data in templates.
  • Unicode characters and emoji use UCS-2 encoding and can increase the SMS segment count.
  • Email templates require a subject; MMS templates require a public HTTPS media URL. Confirm that the media type and file size are accepted by your messaging provider.
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MessagingTenant campaign creators, approvers, and administrators

Campaigns: create, approve, send, and monitor

Follow the safe end-to-end messaging flow from draft to delivery results.

Open screen
  1. 1

    Create a draft

    Select New campaign, enter a descriptive name, and choose one channel so consent and reporting remain exact. Select a matching saved template; a one-time message is also available for SMS. Email and MMS require saved templates so the email subject/HTML or MMS media URL cannot be omitted. Then choose either a dynamic segment or a selected-contact list as the audience.

  2. 2

    Validate recipients and content

    Review recipient count, consent eligibility, merge fields, links, sender details, and quota impact before submission.

  3. 3

    Submit for approval

    Where approval is required, a permitted reviewer checks the content, audience, timing, and compliance information before approving or rejecting it.

  4. 4

    Schedule or send

    Choose an appropriate time zone and delivery time, or send an approved campaign immediately when permitted.

  5. 5

    Monitor the campaign

    Open campaign details to track queued, sent, delivered, failed, and engagement results. Investigate material failure rates before sending again.

  6. 6

    Cancel when necessary

    Cancel a scheduled or eligible in-progress campaign if the content, audience, or timing is no longer correct. Already delivered messages cannot be recalled.

Good to know

  • Use a small internal test audience for high-impact content.
  • Emergency messaging still requires accurate targeting and approved operational procedures.
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MessagingTenant campaign managers and administrators; operators can review and edit messages

AI Alerts: create, review, and release campaigns

Create an alert from source details, prepare an AI-assisted message, review recipients, and create or release a campaign.

Open screen
  1. 1

    Create an AI alert

    Open AI Alerts and select Create AI Alert. Enter a title, event type, threat level, and the affected saved locations.

  2. 2

    Choose recipients

    Save the alert with its affected locations and message. Choose the recipient group in Alert Details when reviewing the draft before creating or sending a campaign.

  3. 3

    Prepare the message

    Enter verified source details. Select Generate Message with AI or write the message manually. Review the wording and preserve any demo or training qualifications.

  4. 4

    Save for review

    Select Save for Review. The alert appears in Pending Review with its locations and recipient group. Saving does not send messages.

  5. 5

    Create a campaign

    Review the source, message, and eligible recipient count, then select Create Campaign. Confirm the review to create an unsent campaign draft.

  6. 6

    Approve and release

    Open the campaign and submit it for approval. Once approved, use Send Campaign or Schedule Campaign. The organization’s approval rules apply to all releases.

Good to know

  • AI uses the source details you provide; verify facts before release.
  • Saved store coordinates are not live GPS tracking.
  • Only SMS-consented contacts receive SMS alerts.
  • The former Alerts menu is hidden; use AI Alerts for creation and campaign review.
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MessagingCampaign managers and administrators can send; permitted users can preview

Send Alert: targeted SMS

Select contacts, compose a short SMS message, and review it before sending or scheduling.

Open screen
  1. 1

    Choose the audience

    Filter by State, Store Number, City, ZIP Code, or tags. Multiple values within one field or tag group use OR; different fields and tag groups use AND. Clear all filters to return to all contacts.

  2. 2

    Review matching contacts

    Compare Matching Contacts with the SMS-eligible count. Scroll to load more contacts, or select eligible rows to target only those contacts. The header checkbox selects eligible contacts already loaded, not every match.

  3. 3

    Compose the SMS

    Choose an active SMS template or Type Custom Message. This screen has a 150-character message limit. Insert Available Variables at the cursor and inspect the recipient preview; final length varies by recipient.

  4. 4

    Set delivery options

    Choose the alert level and immediate or scheduled delivery. Check the displayed time and recipient count before continuing.

  5. 5

    Review and confirm

    Open Review Alert, check the audience, message, and timing, then confirm. Alerts requiring approval are submitted for review; open the saved campaign after approval to send or schedule. A queued result does not mean every SMS has been delivered.

Good to know

  • Only contacts with an SMS destination and affirmative SMS consent are eligible.
  • Use View campaign to inspect the saved campaign and delivery progress.
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MessagingUsers with AI-alert access; authorized managers can refresh and prepare alerts

Location emergency reports

Review weather, official alerts, and news for saved locations before preparing an alert.

Open screen
  1. 1

    Check location reports

    Search by store name, number, or address. Review each location’s check time and the separate Weather, Official alerts, and News panels.

  2. 2

    Refresh available sources

    Authorized users can select Refresh all locations. Check refresh progress, source errors, and stale results. An unavailable feed is not confirmation that no incident exists.

  3. 3

    Verify the sources

    Open source links and review the reported severity, instructions, and affected area. Weather uses Open-Meteo, official alerts use the National Weather Service, and news uses GDELT search.

  4. 4

    Prepare for review

    Where usable reports exist, select Prepare alert for review or Review prepared alert. Verify the prepared wording and sources before choosing recipients and following campaign approval and release.

Good to know

  • Saved coordinates identify locations; they do not track people in real time.
  • A prepared alert does not itself send messages.
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AudienceUsers with location access; changes require the appropriate permissions

Locations: manage stores and addresses

Maintain tenant locations used for targeted alerts and location reports.

Open screen
  1. 1

    Add a location

    Open the full location form and enter the required organization name and address. Use address suggestions when available, and review store details and saved coordinates before saving.

  2. 2

    Upload locations

    Upload a CSV or Excel file using the screen’s supported columns. Review added, updated, and skipped totals. Correct rows listed in Locations needing correction before uploading those rows again.

  3. 3

    Maintain existing locations

    Search and review the location list. Use Edit to update a saved location and the status controls to activate or deactivate it.

  4. 4

    Remove deliberately

    Review the confirmation before removing a location or deleting selected locations. Removed locations are no longer available when creating alerts.

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AdministrationUsers granted access to organization logs

Logs: errors and warnings

Inspect available operational events and use their details to investigate problems.

Open screen
  1. 1

    Choose the time range

    Select the last 24 hours, 7 days, or 30 days, then use Refresh logs to request updated records.

  2. 2

    Narrow the events

    Search event text, organization, or reference and filter by severity or category. Use pagination to move through matching records.

  3. 3

    Inspect the details

    Open an event to review what happened and the suggested next checks. Times on the Logs screen are shown in UTC.

  4. 4

    Check source coverage

    Read unavailable-source and limited-result notices. No matching events means none were found in the available records; it does not prove every service is healthy. Logs are read-only.

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MessagingTenant users with conversation access

Inbox

Handle two-way SMS, MMS, and email conversations in one tenant workspace.

Open screen
  1. 1

    Connect an inbound provider

    A tenant administrator enables a Twilio phone number or an inbound email route. Twilio sends signed SMS/MMS events to /api/v1/webhooks/twilio. Email providers send signed inbound messages to /api/v1/webhooks/email/{provider}. The configured recipient number or email address determines the tenant before a thread is created.

  2. 2

    Find a conversation

    Search by contact name, phone, email, campaign, tag, queue, or message text. Combine search with Status, Channel, and Assignment filters. Use Previous and Next when more than 25 results match.

  3. 3

    Understand inbound contacts

    A known sender reuses the matching tenant contact. A new sender creates an Unknown contact inside the resolved tenant, never another tenant. SMS, MMS, and email remain separate channel threads; inbound MMS attachments appear as secure links.

  4. 4

    Review the full history

    Open the thread to see subjects, message dates, attachments, agent authors, private notes, and queued, sent, delivered, or failed delivery state. The Inbox refreshes automatically every 30 seconds; Refresh checks immediately.

  5. 5

    Assign and triage

    Authorized operators can set Open, Pending, Closed, or Archived and assign the thread to a tenant user, department, or queue. Use Pending when follow-up is required; use Closed when resolved and Archived when the thread should leave normal triage.

  6. 6

    Send a reply

    Choose Reply, verify the destination and channel, then write the response. Enter sends and Shift+Enter adds a line. Closed and archived conversations must be reopened first. RASP verifies tenant provider availability, message length, and channel opt-out state before queuing.

  7. 7

    Add an internal note

    Choose Internal note for team-only context. Notes are visually distinct, are never queued to a provider, and do not appear to the contact.

  8. 8

    Honor consent and delivery results

    STOP and equivalent Twilio keywords update SMS consent immediately. Do not reopen or retry an opted-out channel. A queued reply is not yet delivered; confirm the delivered state or investigate the displayed failure before promising completion.

Good to know

  • Auditors have read-only Inbox access; tenant administrators, campaign managers, and operators can reply and triage.
  • If no conversations appear, verify the provider is operational and that its inbound recipient is mapped to this tenant.
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Automation & insightsTenant administrators and automation operators

Workflows

Build approved, event-driven automations and inspect every execution step.

Open screen
  1. 1

    Choose the trigger

    Use Manual/API, Contact created, Contact import completed, or Campaign approved. Event workflows run only for activity inside the current tenant.

  2. 2

    Build the ordered steps

    Add conditions, delays, team notifications, audit records, or an approved-campaign action. Reorder steps with the arrow controls; a false condition skips every later step.

  3. 3

    Understand payload fields

    A payload field is a value received when the workflow starts. A condition reads that value and decides whether later steps should run. Nested fields use dots, for example contact.state or campaign.priority.

  4. 4

    Contact created payload

    Available examples include contact_id, contact.firstName, contact.lastName, contact.phone, contact.email, contact.company, contact.state, contact.region, contact.district, contact.tags, contact.status, and contact.consent.sms. Example: contact.state Equals West Bengal, or contact.tags Contains premium.

  5. 5

    Contact import payload

    Use import_id, total, created, updated, or skipped. Example: created Greater than 0 sends a notification only when the import created a new contact; skipped Greater than 10 can alert an administrator about import-quality problems.

  6. 6

    Campaign approved payload

    Use campaign_id or nested campaign fields such as campaign.name, campaign.priority, campaign.channels, campaign.audience, and campaign.status. Example: campaign.priority Equals high, or campaign.channels Contains SMS.

  7. 7

    Manual/API payload

    A custom Manual/API request can send payload values such as package, customer_count, and state. Conditions then use those exact paths. The Run button uses an empty payload; use Swagger or the execute API when the manual workflow needs custom payload values.

  8. 8

    Choose the condition operator

    Exists checks only that the field is present. Equals and Does not equal compare a value. Contains is useful for text and arrays such as tags or channels. Greater/Less operators compare numeric values. When a condition is false, every following step is recorded as skipped.

  9. 9

    Set execution approval

    Approve every execution is enabled by default. Each manual or automatic run waits in History until a tenant admin approves it; rejection is permanently recorded.

  10. 10

    Save and activate

    New workflows are drafts and cannot run. Add at least one operation, save, then select Activate. Pause immediately if the automation needs review.

  11. 11

    Run and monitor

    Run an active workflow manually or let its event fire. Open History to approve waiting runs and inspect status, duration, step output, skipped steps, and logs.

  12. 12

    Campaign safety

    A workflow campaign action does not bypass consent. The chosen campaign must be approved when its policy requires approval, and only contacts opted into that campaign channel are queued.

Good to know

  • Contact example: Payload field contact.state, operator Equals, value West Bengal.
  • Tag example: Payload field contact.tags, operator Contains, value premium.
  • Import example: Payload field created, operator Greater than, value 0.
  • Campaign example: Payload field campaign.channels, operator Contains, value SMS.
  • Manual API example payload: {"package":"premium","customer_count":25,"state":"West Bengal"}.
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Automation & insightsTenant users with reporting access

Analytics

Understand delivery performance, channel health, and audience trends over time.

Open screen
  1. 1

    Set the reporting period

    Choose a time range that matches the campaign or operating period you want to evaluate.

  2. 2

    Compare channels

    Review volume, delivery, failure, and engagement trends across SMS, MMS, and email.

  3. 3

    Investigate changes

    Use campaign details, provider status, audience quality, and opt-out trends to explain unusual results.

  4. 4

    Use metrics responsibly

    A delivered status reflects the provider’s delivery report. It does not prove that a recipient read or acted on the message.

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Automation & insightsTenant users with reporting access

Reports: delivery history and CSV export

Review tenant campaign history, compare delivery outcomes, filter records, paginate large result sets, and download a matching CSV.

Open screen
  1. 1

    Read the summary cards

    Campaigns is the number of campaign records matching the current filters. Messages is the number of recipient message records. Delivery rate is delivered messages divided by total message records. Failed and opted-out totals identify delivery or eligibility issues. Message cost is the recorded provider cost in USD.

  2. 2

    Search by campaign name

    Enter all or part of a campaign or alert-send name. Search works together with channel, status, and date filters and resets the result to page one.

  3. 3

    Filter by channel

    Choose SMS, MMS, Email, or Multi-channel to isolate delivery history for that communication method. All channels removes the channel restriction.

  4. 4

    Filter by workflow status

    Use Draft, Pending approval, Approved, Scheduled, Sending, Sent, Failed, or Cancelled to review a particular stage. Sent corresponds to campaigns whose processing completed; individual recipient outcomes remain visible in the delivery column.

  5. 5

    Set a date range

    From includes campaigns created on or after that date. To includes the entire selected end date. Either boundary can be used independently. Select Clear to remove search, channel, status, and date filters together.

  6. 6

    Interpret each history row

    Campaign shows the saved campaign name and its group or contact-list audience. Channel and status identify the delivery workflow. Created / sent distinguishes record creation from actual sending. Recipients is the number of generated message records; Delivery shows delivered count, percentage, and failures; Cost shows recorded message cost.

  7. 7

    Move through report history

    Use the page-size selector to display 10, 25, or 50 campaigns at a time. The footer shows the visible record range and total. Use numbered pages or Previous and Next controls; active filters remain applied while paging.

  8. 8

    Download the filtered CSV

    Select Download CSV to export up to 10,000 campaign records matching the same search, channel, status, and date filters. The file includes campaign, channel, status, audience, created/scheduled/sent timestamps, recipients, delivered, failed, opted-out, and cost fields.

  9. 9

    Investigate delivery problems

    A low delivery rate or elevated failures should be reviewed in the campaign details and provider health before retrying. Opted-out recipients must not be re-added to that channel. A delivered status reflects the provider’s delivery report and does not prove that a recipient read the message.

Good to know

  • Filters affect the summary cards, table, total count, and CSV export consistently.
  • A campaign with no generated recipient messages displays zero recipients and a zero delivery rate.
  • Use Reports for record-level history and CSV export; use Analytics for broader trends and charts.
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AdministrationTenant administrators

My Organization

Review tenant identity, assigned domain, plan, status, and organization-level usage.

Open screen
  1. 1

    Verify organization details

    Confirm the tenant name, code, assigned subdomain, plan, and active status.

  2. 2

    Prepare the logo

    Use an approved square PNG, JPG, or WebP image no larger than 512 KB. A transparent PNG or WebP usually looks best in the tenant navigation.

  3. 3

    Upload organization branding

    In Organization logo, select Upload logo and choose the file. The preview updates after the server validates and saves it. Use Replace logo to upload a newer version or Remove to return to the default RASP icon.

  4. 4

    Confirm the result

    Refresh the tenant workspace and confirm the logo and organization name appear at the top of the navigation. Logo changes are tenant-scoped and recorded in the audit log.

  5. 5

    Review current usage

    Compare organization activity with available limits and investigate unexpected growth.

  6. 6

    Request platform changes

    Tenant activation, suspension, domain assignment, and plan-level changes require a system administrator.

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AdministrationTenant administrators

Users & Roles

Invite team members and give each person only the access required for their work.

Open screen
  1. 1

    Invite a user

    Select Add User to open the full-page form. Enter the work email and name, choose the appropriate role, and select the invited/pending account status when inviting someone to set their password.

  2. 2

    User completes setup

    The invitee uses the email link to set a password, signs in to this tenant, and enrolls MFA when required.

  3. 3

    Review account state

    Use status and MFA indicators to identify pending, inactive, or incompletely secured accounts.

  4. 4

    Remove access promptly

    Deactivate or update a user when responsibilities change. Sensitive access changes may ask for an authenticator code even when ordinary sign-in MFA is off. Review the audit log afterward.

Good to know

  • Never share one user account between team members.
  • Admins manage all organization functions. Operators manage contacts, reports, campaigns, and AI alerts, and send and process inbound communications. Auditors have read-only access outside Admin. Log visibility depends on assigned permissions; organization logs are read-only.
Section 20 of 30Back to top
AdministrationTenant administrators

Quotas & Limits

Track plan limits before they interrupt campaigns, imports, or automation.

Open screen
  1. 1

    Review each resource

    Check message volume, contacts, users, API usage, and other plan limits shown for the organization.

  2. 2

    Watch warning thresholds

    Quota banners indicate when usage is approaching a limit. Address the cause before a planned send.

  3. 3

    Plan high-volume events

    Estimate audience and channel usage early, especially for seasonal or emergency campaigns.

  4. 4

    Request a limit change

    Contact the platform administrator when an approved operational need exceeds the current plan.

Section 21 of 30Back to top
AdministrationTenant administrators and authorized developers

API Keys and Swagger

Connect approved systems to the tenant API using scoped, revocable credentials.

Open screen
  1. 1

    Create a scoped key

    Give the key a recognizable integration name and only the scopes required by that system.

  2. 2

    Enable contact imports

    For a CRM, POS, or client-data integration, select Import and update contacts (contacts:write). Add contacts:read only when the integration must list contacts or poll an import-status endpoint.

  3. 3

    Copy it immediately

    The complete secret is shown only at creation or rotation. Store it in an approved secrets manager, never in source code or chat.

  4. 4

    Use the API documentation

    Open Swagger from the book icon in the top bar to inspect endpoints, request schemas, and responses. Authenticate programmatic calls with X-API-Key.

  5. 5

    Rotate and revoke

    Rotate keys on schedule or after suspected exposure. Revoke credentials for retired integrations and confirm the client has stopped using them.

Section 22 of 30Back to top
AudienceTenant administrators and authorized integration developers

Synchronize contacts with another website

Choose a secure push or pull integration and map external customer data into tenant contacts.

Open screen
  1. 1

    Choose the direction

    Use Push when the other website can send data to RASP; this is recommended for real-time updates. Use Pull when that website already exposes an HTTPS contacts API that RASP must read on demand.

  2. 2

    Create a Push credential in RASP

    Open Admin → API Keys, create a named key with contacts:write, and copy it once. Configure that RASP key only in the other website's protected server environment, then POST rows to the tenant /api/v1/contacts/import endpoint.

  3. 3

    Create a Pull credential on the other website

    In the CRM, POS, membership system, or custom website, create a read-only API token that can list contacts. Ask its administrator for the HTTPS contacts URL, authentication type, header name, JSON response path, and token. Never request a write or administrator credential.

  4. 4

    Configure the Pull source

    Open Contacts → Contact Sources → Add source. Enter the website URL, choose Bearer token or API key, enter the credential, and set the response path. Use root when the response itself is an array, data for {data:[...]}, or data.contacts for {data:{contacts:[...]}}.

  5. 5

    Map external fields

    For each RASP destination enter the dot-separated source path, for example fullName → customer.name, phone → customer.mobile, and email → customer.email. Name plus Phone or Email is required. Add a default phone country only when the API returns local numbers without country codes.

  6. 6

    Synchronize and review

    Choose Sync now. RASP fetches at most 10,000 JSON contacts through its server, maps them, then uses the same validated import process as CSV. Existing phone or email matches are updated; new identities are created; invalid rows are skipped.

  7. 7

    Operate safely

    Keep consent values explicit, verify the created/updated/skipped result, test with a small dataset, rotate the external token on schedule, and edit the source with the new credential. Deleting a source removes its stored credential.

Good to know

  • Credentials are encrypted at rest and are never returned to the browser after saving.
  • Only public HTTPS endpoints are allowed; private network and redirect targets are blocked.
Section 23 of 30Back to top
AudienceTenant administrators and authorized integration developers

Import contacts from a client API

Synchronize CRM, POS, membership, or customer data into the tenant with a scoped API key.

Open screen
  1. 1

    Create the integration key

    In Admin → API keys, create a named Live or Test key with contacts:write. Copy the full key once and store it in a secrets manager.

  2. 2

    Call the tenant endpoint

    POST JSON to https://your-subdomain.rasphq.com/api/v1/contacts/import with X-API-Key and Content-Type: application/json headers. Send at most 10,000 rows per request.

  3. 3

    Provide valid identities

    Each row needs firstName or lastName, plus Phone, Email, or both. Phone must use E.164 format such as +919876543210. Use camelCase field names exactly as shown in Swagger.

  4. 4

    Include business attributes

    Rows may include company, department, state, region, district, store, zip, tags, and customFields. These values become available for contact search and segment filters.

  5. 5

    Handle consent explicitly

    Send smsConsent, mmsConsent, or emailConsent only when documented consent exists. Accepted values are yes, no, and pending. A destination and yes consent are both required for campaign eligibility.

  6. 6

    Process the result

    The response reports created, updated, and skipped counts. Existing contacts are updated when phone or email matches within the tenant, so a safely repeated sync does not create duplicates.

Good to know

  • Never place an API key in browser code, a mobile app, source control, email, or chat.
  • Start with a Test key and a small payload before enabling a production sync.
Section 24 of 30Back to top
AdministrationTenant administrators and integration operators

Webhook Deliveries

Inspect event delivery to partner endpoints and safely retry failed notifications.

Open screen
  1. 1

    Filter delivery history

    Narrow by event, status, or date to locate the delivery related to an integration incident.

  2. 2

    Inspect the result

    Review endpoint, attempt count, response status, and timing without exposing secrets.

  3. 3

    Correct the receiver

    Fix authentication, availability, validation, or response problems on the partner endpoint first.

  4. 4

    Replay when safe

    Retry only after confirming that the receiving system handles duplicate events or idempotency correctly.

Section 25 of 30Back to top
AdministrationTenant privacy administrators

DSAR Requests

Record and track privacy requests through intake, processing, and final resolution.

Open screen
  1. 1

    Verify the requester

    Follow organizational identity-verification policy before disclosing, changing, or deleting personal data.

  2. 2

    Create the request

    Record the request type, subject identity, jurisdiction, due date, and required notes.

  3. 3

    Process within policy

    Track status and document actions while limiting personal data in free-text notes.

  4. 4

    Fulfill or deny

    Record the outcome and lawful basis, then use an approved secure channel for any exported information.

Section 26 of 30Back to top
AdministrationUsers with audit-log access

Audit Log

Trace administrative and system activity within the tenant.

Open screen
  1. 1

    Search the trail

    Filter by actor, action, resource, outcome, or time period to find relevant events.

  2. 2

    Review context

    Confirm who performed the action, what resource changed, when it happened, and whether it succeeded.

  3. 3

    Investigate anomalies

    Correlate unexpected access or configuration changes with user, API key, campaign, and security activity.

  4. 4

    Preserve evidence

    Follow your incident and compliance procedures; audit entries are an immutable operational record.

Section 27 of 30Back to top
AdministrationTenant administrators

Tenant Settings

Complete organization information and manage tenant preferences, messaging providers, notifications, and security.

Open screen
  1. 1

    Complete organization information

    Review the business name and fill in available contact, address, and timezone details. Select Save Organization Information. Optional details may remain blank until available; the tenant short name and subdomain cannot be edited here.

  2. 2

    Review messaging and branding

    Set default sender and message preferences, support email, and primary color. Use My Organization for the organization logo. Save the relevant section after editing.

  3. 3

    Configure your providers

    Enter your organization’s Twilio credentials for SMS/MMS and Mailgun details for email. Save provider details and review connection status before sending. Saved secrets do not need to be entered again unless replacing them.

  4. 4

    Set notifications

    Choose the available in-app, email, and SMS notifications and quiet hours, then save. Email and SMS depend on provider configuration and recipient preferences. Invitations and password resets are separate account messages.

  5. 5

    Set Mandatory MFA

    Open Security, turn Mandatory MFA on to require an authenticator code at future sign-ins, or off to stop ordinary sign-in MFA prompts. Select Save Changes. Changing the switch without saving does not apply the policy. Existing sessions are not signed out by this setting.

  6. 6

    Review campaign approval

    In Security, Auto-approve applies to new normal-priority campaigns after saving. Existing campaigns retain their approval requirements.

  7. 7

    Verify saved changes

    Reopen the section and confirm the saved values. If a save fails, record the visible error and retry after resolving it.

Section 28 of 30Back to top
Account & supportAll users

Profile, preferences, and personal security

Keep your own account details, notifications, password, and MFA secure.

Open screen
  1. 1

    Maintain account details

    Open Profile from the sidebar account area to update your editable personal details. Check your login email and contact your administrator if it needs changing.

  2. 2

    Choose notifications

    Enable the operational and security notifications appropriate for your responsibilities.

  3. 3

    Protect credentials

    Use a unique password and MFA. Sign out from shared devices and report unexpected account activity.

  4. 4

    Recover carefully

    Use password or authenticator reset only from a trusted device and review the sender and destination before proceeding.

Section 29 of 30Back to top
Account & support

Troubleshooting checklist

Resolve common access, email, sending, and browser problems in a safe order.

  1. 1

    Cannot sign in

    Confirm your login email, active organization access, and password. If invited, finish password setup first. Use central login to reach the assigned subdomain. If MFA fails, check device time or request authenticator recovery.

  2. 2

    Email did not arrive

    Check spam, quarantine, and inbox rules for the account email. An invitation may still be queued. Contact your tenant administrator for a missing invitation; use Forgot password for account recovery. Use the newest link and never forward it.

  3. 3

    Campaign cannot send

    Check approval state, eligible audience, consent, quotas, provider health, scheduled time, and any platform-wide messaging suspension.

  4. 4

    Wrong tenant or access denied

    Return to rasphq.com/login and sign in again. RASP intentionally blocks tenant credentials on another organization’s subdomain.

  5. 5

    Screen appears stale

    Refresh once and confirm network connectivity. If the page reports Too many requests or HTTP 429, wait before retrying instead of repeatedly refreshing. Try a private browser window for persistent session problems. Record the time, screen, and visible error before contacting an administrator.

Good to know

  • Do not send passwords, MFA codes, reset links, or full API keys in a support request.
Section 30 of 30Back to top