Braze

Connecting your Braze account with Lexer

Braze is a customer engagement platform that helps brands deliver personalized, cross-channel experiences in real time. The Lexer-Braze integration enables bidirectional data flow to enhance your customer engagement capabilities.

In this article, we'll take you through:

• Integration Benefits
• Setup Requirements
• Step 1: Obtain Braze API Credentials
• Step 2: Create Braze Segments
• Step 3: Configure AWS S3 Bucket
• Step 4: Configure Braze Currents
• Step 5: Complete integration in Lexer‍
• Syncing data from Lexer to Braze

Integration benefits

What this integration does:

• Import Braze customer profiles and engagement data into Lexer to enrich customer profiles
• Sync enriched customer segments from Lexer to Braze for more targeted campaigns
• Send custom attributes and events from Lexer to Braze

Our Braze integration at a glance:

Setup Requirements

Before starting the integration, ensure you have:

• Braze Account: Admin access to your Braze dashboard
• Lexer Account: Access to Lexer with integration permissions
• AWS S3 Access: Either use Lexer's managed S3 bucket (recommended) or your own AWS S3 bucket

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Step 1: Obtain Braze API Credentials

You will need to obtain your Braze API Key and Braze REST Endpoint to complete your integration in Step 5.

1.1 Create your Braze API Key

1. Log into your Braze account
2. Navigate to Settings > APIs and Identifiers
3. Click "Create API Key" 
4. Configure the API key:
   
   • Name: "Lexer Integration"
   • IP Addresses: Leave disabled
   • Permissions: Check all permissions ✅
5. Click "Create API Key"
6. Copy the API Key Identifier to use in Step 5.

1.2 Find your Braze API URL

Visit the Braze Endpoints guide reference the Endpoints table to find your REST endpoint. For example, if your dashboard URL is https://dashboard-01.braze.com then your REST endpoint is: https://rest.iad-01.braze.com.

Copy your REST endpoint URL to use in Step 5.

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Step 2: Create Braze Segments

You need to create two segments in Braze for Lexer to sync data effectively.

2.1 All Users Segment (Historical Sync)

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

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

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2.2 Updated Users (Daily Sync)

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

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

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Step 3: Configure AWS S3 Bucket

Lexer requires an AWS S3 bucket to import user data from Braze. You have two options:

Option A: Use Lexer's Managed S3 Bucket (Recommended)

• Lexer provides and managed the S3 bucket for you
• We'll send you the bucket details via email during setup
• No additional configuration required

Option B: Use Your Own S3 Bucket

If you prefer to self-manage:

1. Follow this AWS guide to create access credentials
2. Note your:
   • Bucket Name
   • Region
   • Access Key ID
   • Secret Access Key
   • Bucket Path (if applicable)

Configure S3 Bucket in Braze

1. In Braze, navigate to Partner Integrations > Technology Partners
2. Scroll down and click "AWS Cloud Storage"
3. Enter your S3 credentials:
   • AWS Access ID
   • AWS Secret Access Key
   • AWS S3 Bucket Name
   • AWS S3 Bucket Folder
4. Check "Make this the default data export destination ✅
5. Click "Test Credentials" to verify
6. If successful, click "Save"
7. Refresh the page to confirm your settings were saved

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Step 4: Configure Braze Currents

Lexer requires Braze Currents to import email engagement events from Braze.

1. In Braze, navigate to Partner Integrations > Currents
2. Click "Create New Current"
3. Use the same AWS S3 details as Step 3.
4. Click "Select All Message Engagement Events"
5. Click "Save Current"

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Step 5: Complete integration in Lexer

Now you'll connect everything in Lexer:

1. In Lexer, navigate to Manage > Integrations
2. Find and open the Braze integration
3. Click "Integrate Braze"
4. Fill in the configuration details and click Save Integration.

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Syncing data from Lexer to Braze

Once your integration is set up, you can send customer segments, attributes, and events from Lexer to Braze.

• Learn more about Lexer Activations
• Sync customer segments from Lexer to Braze
• Sync customer events from Lexer to Braze

Finding Lexer data in Braze

What to expect:

• Initial sync: Data begins updating immediately after activation
• Complete sync: Profiles are fully updated once you receive Lexer's confirmation email
• Data location: Lexer segments appear as Custom Attributes or Custom Events in Braze user profiles

Viewing your data:

1. In Braze, navigate to Users > User Search
2. Search for a customer you know is in your Lexer segment
3. Look for your segment name as a Custom Attribute

Braze Custom Attribute Limit: Braze supports only 100 custom attributes per workspace. Learn more about Braze custom attribute limits.

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!