Braze

Connect your Braze account with Lexer

Braze is a customer engagement platform that gives you the power to create relevant and meaningful experiences between your customers and your brand. In this article, we'll walk you through connecting your Braze account with Lexer to build even stronger relationships with your customers.

Benefits of a Braze integration

Integrating your Braze account with Lexer provides a number of benefits, such as:

• Import your Braze contacts to enrich profiles in Lexer.
• Export Lexer segments to Braze as customer lists for marketing campaigns.

Integration in a nutshell

Here's a summary of how Braze integrates with Lexer:

How do I integrate my account?

While there are quite a few steps to integrate your Braze account, follow this guide carefully and you’ll be ready in no time!

At any point if you require assistance, contact your Success Manager, or Lexer support (support@lexer.io).

You will need:

1. Braze API key and URL

Firstly, we will need your unique Braze API key and URL. For more information on how to obtain this from Braze, refer to their guide here.

• To find the API URL, first log into your Braze dashboard, and take note of the start of the web address. For example, the web address could start with [.code]https://dashboard-03.braze.com[.code] or similar.
• Using the mapping table below, enter the corresponding REST ENDPOINT in Lexer as the API URL. For example, if the web address of your Braze account is [.code]https://dashboard-03.braze.com[.code], then you enter [.code]https://rest.iad-03.braze.com[.code] as the rest endpoint.

• The API key can be found in Developer Console on the right of the Braze dashboard. Scroll down to REST API Keys to copy and paste the key (it should be in the form xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

2. Creating a Braze segment with all user profiles

Next, you will need to tell Braze which profiles to import into Lexer.

To do this you will need to create a Braze segment with all the profiles you want to send. In most cases you will want all of them. See this guide from Braze on how to create segments.

On the segment screen, make sure the Include users from all apps box is ticked.

Once the segment is created you can find the Segment ID we require at the bottom of the page under API Identifier.

2a. OPTIONAL STEP: A Braze segment with user profiles updated in the last 24 hours

Due to technical limitations with Braze you may need to create an additional segment for profiles updated in the last 24 hours in Braze in order to pull user profiles more efficiently.

Once this second segment is set up, get the Segment ID using the same process as the first segment with all the profiles. To read more about creating Braze Segments you can find their documentation here. Make sure to add the following requirements:

• Under Apps and websites targeted - Select "Users from all apps".
• In the Segment Builder - Add all of the filters indicated in the screenshot below.

3. AWS S3 Bucket

Finally, an S3 bucket is required for Lexer to import and export data to Braze so data on both platforms is kept in sync.

To start integrating your Braze account, let us know whether you’d like us to manage an S3 bucket for you. We will set up everything and provide the credentials you need to integrate your account.

Using a Lexer-managed S3 bucket is the preferred way of connecting Braze to your Lexer hub, and will reduce the amount of set-up required by you.

If you already have an S3 bucket you manage yourself, you may choose to use this instead. In that case, you will need to provide information about the S3 bucket yourself. Follow this guide from AWS 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).

4. Update Braze AWS details

To do this, first log into your Braze account.

1. On the left hand column, find the Integrations section and click Technology Partners.
2. Scroll down and click AWS Cloud Storage.

3. 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.
4. Tick the "Make this the default data export destination" button.
5. Once this is complete, press Test Credentials. If you notice any errors, please contact your Braze account manager.
6. 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.

And that's it! You are ready to go with Braze.

Setting up your Braze integration

Begin by opening up the DETAILS OF YOUR BRAZE SETUP.

1. In the Lexer Hub, click on Manage > Integrations in the top navigation bar.
2. Find and click the Braze tile, then click Integrate Braze on the right.
3. From here, fill out the necessary details in the form as shown below.

Provide the following details:

1. Enter a Name for the integration.
2. ‍Braze Account Authentication: Enter your Braze account API key and URL, as per 1. Braze API key and URL above.
3. ‍Braze User Export Segments: Enter the Segment ID you created in Braze with all user profiles, and optionally the Segment ID for user profiles updated in the last 24 hours. These segments are created as per 2. Creating a Braze segment with all user profiles above.
4. ‍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.
5. The final step, click Save Integration.

How do I send an activation to Braze?

The Braze activation allows you to securely send your customer data from Lexer to Braze, and update or create your Braze segments with custom attributes.

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. Built the segments you wish to push into Braze using Understand > Segment. If you need a refresher on creating Segments, read here.

Sending segments to Braze via Activate

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.

Braze terminology

• Identity segment: A group of customers identified by selected attributes, like a segment in Lexer Segment.
• Custom attribute: An identifier tailored to your needs - this could be products, or stores, for example.

You're done!

Congratulations, your account should now be integrated and activated in Lexer. We've gone through what Braze is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.