Braze

This integration is in beta

The‍
Braze
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

Braze is a customer engagement platform that helps brands deliver personalized, cross-channel experiences in real time. Connecting Lexer and Braze lets you sync enriched customer segments for more targeted campaigns while importing Braze customer records and engagement data into Lexer to enhance profiles.

Benefits

Integrating your Braze account with Lexer provides the following benefits:

  • Import Braze customer profiles, email engagement, and SMS engagement data into Lexer
  • Sync segments from Lexer into Braze as custom properties
  • Sync attributes from Lexer into Braze as custom properties

Our Braze integration at a glance:

Direction

What direction does the data flow?

✅ Data source: enrich profiles in Lexer

✅ Data destination: send Lexer segments to Braze

Type

Lexer loads these types of data

✅ Email

⬜️ SMS

Source method

How Lexer loads data from this source.

✅ API

✅ File (S3)

Destination method

How Lexer sends data to this source.

✅ API

Status

What is the status of the integration?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Activate

✅ Compare

✅ Segment

✅ Track

⬜️ Listen

⬜️ Respond

⬜️ Serve

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Braze relationship

✅ Braze Record

Braze email engagement

✅ Click Dates

✅ Last Email Click

✅ Last Email Open

✅ Email Click Rate

✅ Email Engagement Category

✅ Email Open Rate

✅ Email Opt-In Status

✅ Email Source

✅ Email Subscribe Date

✅ Number of Emails Sent

✅ Open Date

✅ Campaigns Clicked

✅ Campaigns Sent

✅ Campaigns Opened

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

Setup

Connecting your Braze account with Lexer requires the following information:

  • Braze API Key and URL
  • Braze Segment ID for all users
  • Braze Segment ID for updated users
  • AWS S3 Bucket (Lexer or self-hosted)

Braze API Key and URL

To connect Braze with Lexer, you'll need your Braze API Key and API URL. Follow these steps to retrieve them:

Obtain your Braze API Key:

  • Log into your Braze dashboard
  • Navigate to Settings > APIs and Identifiers
  • Click "Create API Key" with name "Lexer Integration"
  • IP Addresses property to be left disabled
  • Check all of the permissions options
  • Click "Create API Key"
  • Find your API key Identifier and copy this value.

Find Your Braze API URL:

  • Navigate to this Braze guide and reference their Endpoints table.
  • For example, if you URL is "https://dashboard-01.braze.com" then your REST endpoint is "https://rest.iad-01.braze.com"

Create Braze Segment for All Users

Lexer uses this Segment to perform a historical sync of your Braze profiles. Learn how to create segments in Braze.

Create a segment with the following details:

  • Segment Name: "Lexer - All Users"
  • Segment Description: "Segment created for Lexer integration"
  • Apps and websites targeted: "Users from all apps"
  • Segment Builder > Filter Group: Leave this blank to include all users
Braze segment for all users

Once the segment is created you can find the Segment API Identifier at the bottom. Copy this value.

Create Braze Segment for Updated Users

Lexer uses this Segment to perform a daily sync of your recently updated Braze profiles. Learn how to create segments in Braze.

Create a segment with the following details:

  • Segment Name: "Lexer - Updated Users"
  • Segment Description: "Segment created for Lexer integration"
  • Apps and websites targeted: "Users from all apps"
  • Segment Builder > Filter Group: Apply the filters demonstrated in the screenshot below
Braze segment for recently updated users

Once the segment is created you can find the Segment API Identifier at the bottom. Copy this value.

AWS S3 Bucket

An AWS S3 bucket is required for Lexer to import data from Braze. Lexer manages an AWS S3 bucket for all customers, and we'll use this as the default, but you do have the option of supplying your own. If you prefer to self-manage an AWS S3 Bucket for this configuration, you can follow this AWS guide to get the required information.

AWS S3 Bucket Regions: Learn more about AWS S3 bucket regions here.

AWS S3 Bucket Path: The path should match the path you specified when connecting your S3 bucket to Braze (this can be blank if you did not specify anything in Braze).

Let's configure these details in Braze:

  1. On the left hand column, find the Integrations section and click Technology Partners.
  2. Scroll down and click AWS Cloud Storage.
  1. Enter the Access Key ID, Secret Access Key, and Bucket Name that you entered into Lexer. If you specified a Bucket Path in Lexer, you'll need to enter that here in Braze as well.
  2. Tick the "Make this the default data export destination" button.
  3. Once this is complete, press Test Credentials. If you notice any errors, please contact your Braze account manager.
  4. If you see no issues, remember to press Save. To make sure that's all done, refresh the page and see if the details you entered are still there.

Configuring your Braze account details in Lexer

Let's add your Braze details into Lexer to complete the setup process. In Lexer, navigate to Manage > Integrations and open the Braze integration and click Integrate Braze. Add the configuration details described below:

  1. Name: Add the name of your Braze account
  2. API URL: Add your REST endpoint URL
  3. API Key: Add your API key Identifier
  4. Braze Segment - All Customers: Add Segment API Identifier for "Lexer - All Users"
  5. Braze Segment - Customers Updated in 24H: Add Segment API Identifier for "Lexer - Updated Users"
  6. AWS S3 Bucket Authentication: If your S3 bucket is Lexer managed, we will provide information for each of these fields via email. If these are managed by you, refer to the link on 3. AWS S3 Bucket above to get the Name, Region, Path, Access Key ID, and Secret Access Key of your S3 bucket.
  7. Click Save Integration.

1226

Syncing data from Lexer to Braze

Our Braze activation allows you to securely send your customer data from Lexer to Braze.

Before you get started, make sure you’ve done the following:

  1. Integrated your Braze account with Lexer by following all the steps above.
  2. Create your Lexer Segments that you wish to sync into Braze. If you need a refresher on creating Segments, read here.

Follow these steps to activate segments to Braze:

  1. In the top navigation bar, select Engage > Activate.
  2. In the left-hand column, click New Activation.
  3. Find Braze, then click the Braze integration you want to activate.
  4. The Segments column will appear. Add the segments you want to push to Braze (in the screenshot above we want to activate the “Menswear customers” segment). The number of profiles that will be sent to Braze will then appear at the bottom of the screen.
  5. The Settings column will now appear on the right-hand side. Fill out the following information:
    1. Audience Name — This name will appear as a Custom Attribute in Braze containing all the selected profiles.
    2. Activation Tag — This will be an identifier we send to Braze, so we can link it back to this activation at a later date if required. While not mandatory, we recommend this be the same as the Audience Name above.
    3. Select whether you want the activation to be Ongoing (i.e. hands-free, runs every day) and whether to Notify you when it runs.
    4. Profiles Action — Check the appropriate action. In most cases you’ll just want to maintain your list.
    5. Measurement — Choose whether to append the activation name as an attribute to the included profiles. If ticked, you can create a segment in Understand > Segment with profiles that are part of this activation in the future.
    6. Audience Split — If your activation is not ongoing and you are appending the audience, you may choose to split the audience for A/B testing.
  6. Agree to the terms and click Run Activation.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent you’ll see records begin to update in Braze. Your Profiles won’t be fully updated in Braze until after you receive a confirmation email from Lexer advising that your activation is complete. Once you receive our email confirmation, you can now use these profiles as an audience in Braze!

When everything has arrived in Braze you’ll see your Audience Name, from the activation above, is now a Custom Attribute on Braze. Note that Braze can hold only 100 custom attributes, so be sure to keep on top of this. This article from Braze talks about this in detail. Let your Lexer Success Manager know as you get close to this limit.

Braze attributes

The activation permits you to send and update the following custom attributes in Braze.

Attribute Explanation
External ID Non-Braze user ID.
Bio Bio included on user’s account/profile.
Country Country provided in a user’s account.
Date of birth Date of birth provided in a user’s account.
Email Email address provided in a user’s account.
Email subscriber Identifier for whether or not the user has subscribed to emails.
First name First name provided in a user’s account.
Gender Gender provided in a user’s account.
Home City Home City provided in a user’s account.
Image URL Image URL included in a piece of content.
Last name Last name provided on a user’s account.
Phone Phone number provided in a user’s account.
Custom string For storing user input, such as a favorite brand, phone number, or a last search string within your application.
Custom boolean For storing subscription statuses, and other simple binary data about your users. This allows you to find users that have confirmed a true/false value, as well as those with no record of that attribute recorded yet.
Custom float AKA: standard integers and decimals. Examples include recording shoe size, waist size, number of times a user has viewed a certain product feature, or category.
Custom integer AKA: incrementing integer custom attributes. Useful for storing the number of times a given action or event has occurred without counting against your data cap.
Custom array Array attributes are good for storing related lists of information about your users. For example, storing the last 100 pieces of content a user watched within an array would allow specific interest segmentation.
Custom date For storing the last time a specific action was taken, so you can offer content specific re-engagement messaging to your users. Date filters using relative dates, such as “more than 1 day ago”, or “less than 2 days ago”.

Integration complete!

Congratulations! Your Braze account is now successfully integrated with Lexer. We’ve covered what Braze is, how the integration works, its benefits, and the step-by-step setup process. If you have any questions or need assistance, don’t hesitate to reach out to Lexer Support (support@lexer.io)—we’re here to help!

Updated:
February 3, 2025
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