Integrate Braze

Sync your Braze customer segments and events to Optimizely Data Platform (ODP) nightly to enrich customer profiles, reports, and segmentation.

You can also sync ODP customer data and events to Braze to enrich your Braze customer data and trigger Braze messaging based on customer events in ODP (like opening an email).

Prerequisites

• Braze account
• ODP account

Configure the integration

1. Go to the App Directory in ODP.
2. Select the Braze app.
3. Click Install App.
4. Go to the Settings tab.
5. In the Authorization section, enter your Braze REST API Key, select your Braze Instance URL, and click Verify API Key.
6. Create a Custom Currents Export in Braze using the endpoint and token provided in ODP. This is required to sync Braze events to ODP.
   
7. In the Segments section, select the Braze segments you want to sync to ODP from the Segments to Sync multi-select list and add any additional field mappings you want between Braze and ODP. If you want to sync all segments, click Import All Customers. After you complete this, you must click Save.
   You must select segments here to import Braze customer profiles. If you do not select any segments, the integration will not import any customer profiles.
   

Map data fields

The app has default data field mappings between Braze and ODP. For example, the Email field in Braze is mapped to the Last Seen Email field in ODP.

If there are additional data fields in Braze that you want to map to ODP:

1. In the Segments section of the app, select the Braze field from the Braze User Data Fields drop-down list.
2. Select the ODP field from the ODP Customer Fields drop-down list.
3. Click Save Field Map.
   

You can also delete any data field mappings that are not required:

1. In the Segments section of the app, select the field mapping you want to delete from the Field Map drop-down list.
2. Click Delete Field Map.
   

Sync data from ODP to Braze

After you configure the app, you can set up an activation in ODP to sync your ODP customer data to Braze.

1. Go to Activation > Engage.
2. Click Create New Campaign.
3. To set up an automated, recurring sync, click Behavioral.
4. Click Create From Scratch.
5. Enter a name for your activation that represents the data you are syncing to Braze (for example, Braze Data Sync).
6. In the Enrollment section, you can sync data for customers that match a segment, or you can sync data for customers that trigger an event (like when ODP registers that a customer opens an email).
   • Customers that match a segment – Select your desired segment and click Apply or click Create New Segment, select your desired segment conditions, and click Save. Expand Enrollment Rules and adjust as desired.
     
   • Customers that trigger an event – Expand the Filter drop-down list and select the ODP event that you want to use as the trigger for this data sync to Braze. Expand Automation Rules and adjust as desired.
7. Expand Touchpoints.
8. Click to edit Touchpoint 1 and select Braze.
9. Expand the Targeting section and select the Target Identifier.
10. (Optional) In the Configure section, select the Number of Additional Fields you want to sync to Braze (up to 20).

    A drop-down list and input field display for the number of additional fields you selected. In each Field # drop-down list, select the Braze field you want to populate. In each corresponding Field # Value, enter the ODP field you want to send to the selected Braze field. For example, if you selected Company Name from the Field # drop-down list, enter {{customer.company_name}} for the corresponding Field # Value.

11. Click Save and then click your activation name in the breadcrumb trail.
12. If you selected Customers that match a segment for the enrollment, click Select start time and schedule in the Touchpoints section. Complete the following settings, then click Apply.
    
    • Recurring or Continuous – Select Recurring.
    • Start Date – Enter the date you want to send the data to Braze.
    • End – Defaults to Never. If you want to end the Braze data sync on a specific date, set that here.
    • Repeats – Set to Daily.
    • Repeat Every – Set to 1 day.
    • Timing – Enter the time you want to send the data to Braze.
    • Time Zone – Select the time zone in which you want to send this data.
13. Click Save and then click Go Live. Your sync starts at your designated start date and time (or when the trigger event occurs).

Troubleshoot the data sync

To ensure data is syncing as expected from ODP to Braze:

1. Go to Account Settings > Event Inspector in ODP.
2. Click Start Inspector.
3. When data is available in the inspector, a number displays next to Refresh. Click to view the data.
4. The raw data that ODP and Braze sends back and forth displays. Click View Details to see the formatted version of that raw data.
5. Data fields sent from Braze back to ODP start with _braze.

Each data sync is also logged in the ODP activity log:

1. Go to Account Settings > Activity Log.
2. Filter the categories by braze.
3. Click View Details for a formatted view of the log details, including the number of matches.