Send audiences to Braze¶

You can send customer profile and custom attributes to Braze using segments and campaigns. Build a segment that returns a list of active customers, and then associate that list of active customers with the custom attributes that you want to update in Braze. Configure a campaign to send the audience of active customers as often as you need, and then configure a second campaign to send less frequently updates for all custom attributes.

This topic describes the steps that are required to configure campaigns to send custom attributes to Braze.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring Braze as a destination to which you can send campaigns for customer activation.

About Braze attributes¶

Attributes in Braze describe your customers.

Profile attributes describe who your customers are. For example: names, birthdates, email addresses, and phone numbers.
Custom attributes describe how your customers have interacted with your brand. For example: purchase histories, loyalty status, and value tiers.

When user profile fields and custom attributes are available in Braze they can be used to build out audience segments and to apply personalization to your campaigns.

Customer profiles¶

Attributes in Braze describe your customers.

Profile attributes describe who your customers are. For example: names, birthdates, email addresses, and phone numbers.
Custom attributes describe how your customers have interacted with your brand. For example: purchase histories, loyalty status, and value tiers.

When user profile fields and custom attributes are available in Braze they can be used to build out audience segments and to apply personalization to your campaigns.

What about email and phone subscription status?

Braze uses two fields to track email and phone subscription status: email_subscribe and push_subscribe. The values for these fields are not modified by Amperity even when the fields are sent from Amperity with the correct values. Braze is your source of truth for customer consent and for tracking email and phone subscription status.

A campaign can send customer profile data to Braze when attributes are configured to match exactly the names of the user profile fields in Braze:

The following table describes the default user profile fields that are most commonly updated from Amperity:

Braze default field	Amperity field name	Description
external_id	varies	Required. The external_id is a unique identifer for user profiles in Braze. The external_id is a unique identifier that exists in another system, such as the Amperity ID, a loyalty ID, or some other unique customer identifier.
first_name	given_name	Optional.
last_name	surname	Optional.
email	email	Optional.
phone	phone	Optional.
home_city	city	Optional.
country	country	Optional. Must be in ISO 3166-1 alpha-2 format.
dob	birthdate	Optional. Must be in “YYYY-MM-DD” format.
gender	gender	Optional. Accepted values: “M”, “F”, “O” (other), “N” (not applicable), “P” (prefer not to say), or NULL.

Note

Default user profile fields also exist for alias_name, alias_label, current_location, date_of_first_session, date_of_last_session, email_open_tracking_disabled, email_click_tracking_disabled, facebook, language, marked_email_as_spam_at, push_tokens, subscription_groups, time_zone, and twitter.

These fields are not commonly sent to Braze from Amperity, but if your brand chooses to update these user profile fields from Amperity, be sure to use the exact name of the default field name, send the correct value (or values), and to use lowercase.

Custom attributes¶

Custom attributes in Braze are represented by a set of custom-named fields. The names of these fields are determined by your brand. They may already exist in Braze, in which case you will want to shape the output that is sent from Amperity to align to the names you already have.

The names of custom attributes that can be managed by Amperity are defined by your brand. The names are strings, may contain hyphens, spaces, or underscores, may include numbers, and may contain a mix of lowercase and uppercase letters. For example, custom attribute can have names that:

Already exist within your organization.
Are exactly the same as Amperity standard output, such as “One and Done” or “L12M Monetary” (the “monetary” component of an RFM score), or “Early Repeat Purchaser”.
Align to marketing goals and/or terminology that exists within your brand’s segmentation strategy.

Verify the names of custom attributes that will be sent to Braze from Amperity. Amperity will add a custom attribute whenever there isn’t a matching name.

Tip

Avoid sending custom attributes as duplicates of default user profile fields. For example, birthdates should be sent to Braze as a user profile field named “dob”. If they are sent as “birthday”, “Birthdate”, or any other string, a custom attribute will be created and the values in the “dob” field will not be updated.

Important

Your brand’s list of custom attributes should be a list that is mostly static, remains stable over time, and is focused on your most valuable customers.

Only update custom attributes for customers to which your brand is currently engaged. Define an audience in Amperity that is some combination of “high value” (historical or predicted), “active” (has purchased recently), and are “contactable” (with an opt-in status of true for phone numbers and/or email addresses).

This will help ensure that you are only updating custom attributes for your most valuable customers. Custom attributes will be updated only for those customers have a matching “external_id” or “braze_id” within Braze.

Use in Braze segments¶

The list of custom attributes that is managed by Amperity is available from the Data Settings page in Braze. Click Data Settings in the left-side navigation, and then choose Custom Attributes. This will open a page similar to:

A list of custom attributes available from within Braze.

Custom attributes are listed alphabetically and are case-sensitive. For example, One and Done, one and done, and One_and_Done are unique custom attributes within Braze.

Custom attributes are available from a filter when you build segments in Braze. Add a filter, and then choose Custom Attributes:

Custom attributes are available as a filter within the Braze segment editor.

and then select any of your Amperity-managed custom attributes for use in your Braze segment:

About data points¶

Braze uses data points to determine when to update segment membership, to identify which types of messages should be sent, and how to apply message personalization.

You can send custom attributes to Braze from Amperity by attaching attributes from your customer profiles in Amperity, such as first and last names, email addresses, phone numbers, physical locations, SMS and email consent status, purchase histories, and so on.

Data points are part of the billing and pricing structure in your Braze contract. Some data points are non-billable; many data points are billable.

Carefully review the lists of non-billable and billable data points , and then review those lists against the attributes you will send to Braze from Amperity to determine which of those attributes are considered billable or non-billable data points.

Talk with your Braze representative to clarify if an attribute sent from Amperity is a billable or non-billable data point.

Important

Connected Content does not write data to user profiles, which means you can use Connected Content to dynamically populate values into messages without consuming data points.

Build a segment¶

Use the Segment Editor to build any audience using a series of drop-downs and picklists.

As you define the attribute profile for an audience be sure to refresh segment insights to see how many customers match your audience and to see how much value they bring to your business.

When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.

What can you use custom attributes with in Braze?

You can use custom attributes directly within segments, and then use those segments to engage with your customers across a variety of channels, including:

Example segments¶

The following sections describe a series of use cases for Braze:

An audience of customers who purchased within the previous 24 hours
An audience of high-value customers
An audience that contains all customer profiles

The pattern these use cases describe is one where:

Updates for customers who have interacted with your brand most recently are updated most frequently. Your brand may choose to have several segments like this for a variety of use cases. Each segment may have unique custom attributes or you may have a shared set of custom attributes that work across all segments.
Updates for your most valuable customers are done on a regular basis. These are customers who are likely part of your larger churn prevention, winback, and other types of campaigns and are considered to be within your “active” to “cooling down” phase of marketing.
Updates to a large percentage of custom attributes are done less frequently. This list may include customers who are “lost”, but may still represent value to your brand for future marketing activity. This update should also track where customers are at with regard to how your brand defines customer lifecycle.

Purchased yesterday¶

Build an audience of customers who purchased yesterday. Configure a recurring campaign to send this audience to Braze on a daily basis. Use this audience in Braze to build segments that help keep your customers engaged with your brand and to help drive their next purchase.

The following sections describe using the Segment Editor to build a segment that returns a list of customers who purchased yesterday.

WHICH CUSTOMERS PURCHASED YESTERDAY?

	Open the Segment Editor, look in the lower-right of the page and make sure your customer 360 database is selected.
	Identify customers who purchased yesterday using the Order Datetime attribute from the Unified Transactions table. Select the “is between” operator, enable the Use relative dates checkbox, and then define the range as “today - 1 day” and “today”: Click the Refresh button located on the right side of the Segment Editor to see how many customers are in your segment.
	You’re done building your audience! Click the Save As button in the top right corner of the Segment Editor. Give your segment a name that clearly describes the purpose and audience type for the segment. For example: “Purchased Yesterday”
	After your segment is saved the Segment Overview page opens and shows additional details, such as historical and predicted revenue, the percentage of customers that are reachable by email, by phone, on Facebook, and customer trends, such as purchases by channel, revenue by lifetime spend.

High-value customers¶

Build an audience of high-value customers. Configure a recurring campaign to send this audience to Braze on a regular basis, such as weekly or bi-weekly. Use this audience maintain the custom attributes that are associated with your most valuable customers.

Note

This example uses Amperity predicted value tiers, but you can use any metric within your customer 360 database that defines your most valuable customers.

The following sections describe using the Segment Editor to build a segment that returns customers who are predicted to be your top 10% highest value customers.

WHO ARE YOUR HIGH-VALUE CUSTOMERS?

Open the Segment Editor, look in the lower-right of the page and make sure your customer 360 database is selected.

Use your customer 360 database to build segments.

Return a list of the customers with a predicted platinum, gold, or silver value.

Identify customers whose predicted customer lifetime value is platinum, gold, or silver. Choose the Predicted Customer Lifetime Value Tier attribute from the Predicted CLV Attributes table, select the “is in list” operator, and then select “Platinum”, “Gold”, and “Silver” from the list:

Find customers with a predicted platinum, gold, or silver value.

Click the Refresh button located on the right side of the Segment Editor to see how many customers are in your segment, how much they spent in the past year, how many are active, and how many of them should belong to a future campaign.

You’re done building your audience! Click the Save As button in the top right corner of the Segment Editor. Give your segment a name that clearly describes the purpose and audience type for the segment. For example: “Predicted Top 10% High Value Customers”.

Update customer profiles¶

Build an audience that contains customer profiles – first and last name, email address, phone number, external ID, gender, birthdate, city, and country. This audience should be updated on a regular basis. For example, every 30 days.

Note

This example assumes that your customer 360 database has a table from which a segment can access the Braze external_id. For example, a customer profiles table in your customer 360 database that is unique by Amperity ID and contains all of the default user attributes that you want to update in Braze. This table may also contain custom attributes.

The following sections describe using the Segment Editor to build update Braze user profile attributes with values from customer profiles in Amperity.

UPDATE CUSTOMER PROFILE ATTRIBUTES

	Open the Segment Editor, look in the lower-right of the page and make sure your customer 360 database is selected.
	Build an audience of customer profiles to be updated in Braze. Use the External ID attribute from the table that contains Braze attributes, and then select the “is not blank” operator: Click the Refresh button located on the right side of the Segment Editor to see how many customers are in your segment, how much they spent in the past year, how many are active, and how many of them should belong to a future campaign.
	You’re done building your audience! Click the Save As button in the top right corner of the Segment Editor. Give your segment a name that clearly describes the purpose and audience type for the segment. For example: “Braze Customer Profiles”.
	Add this audience to a campaign that uses a single sub-audience to send customer profile updates to Braze on a regular basis. For example, every 30 days. Configure the list of attributes to meet the naming requirements for user profile fields, including naming and lowercase:

Build a campaign¶

Use the campaign editor to build campaigns that send data to Braze. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to Braze.

To build a campaign

	The campaign builder is available from the Campaigns page. The Create Campaign button in the top right corner of the page opens the campaign builder. After the campaign builder opens, give your campaign a name.
	All campaigns start with an audience. Choose a segment from the Include drop-down list. The customers in that list will become the audience for this campaign. Tip When a campaign starts with an audience that is defined by a single segment, you can use the segment insights for that segment as a way to measure the performance of that audience over time.
	Sometimes campaigns need to exclude certain members of your audience. For example, a churn prevention campaign is often configured to exclude customers who have opted-out of SMS messaging and/or who have unsubscribed from an email list. When you need to exclude audience members, choose one (or more) segments from the Exclude drop-down list. The customers in an exclusion list will be removed from the audience for this campaign.
	Some campaigns have just one audience, while others have many and require sub-audiences. Sub-audiences can be many things. How you choose to configure them depends on your audience, marketing strategy and goals, and the type of campaign you will run in Braze. Click Add recipient group to add another recipient group to a sub-audience. The total percentages for all recipient groups (and the control group, if present) must be 100%. Click Add Sub-audience to add more sub-audiences to this campaign, and then use the Audience Builder to define the criteria for that sub-audience.
	Assign Braze as a destination for at least one recipient group, and then edit the attributes for the sub-audience to ensure Amperity is sending the right data to Braze.
	Click Edit attributes to review the attributes that Amperity will send to Braze. Braze requires “extern_id” or “braze_id”, along with a list of custom attributes that are defined by your brand. Amperity pre-selects the list of attributes that may be sent to Braze. The Edit attributes page for Braze is similar to: Note The Merged_Customers table is the default table from which data is sent to Braze, even though segments are often built against the Customer360 table. This is by design. The Merged_Customers table is the underlying table for customer profile data and is the source for all customer profile data that exists within the Customer360 table. Important Custom attributes may be sent in addition to the list of customer profile attributes that specifically match Braze default attributes. Ask your Amperity representative for help configuring your tenant to match the list of custom attributes that you want to send to Braze from Amperity.
	A campaign can be configured to be sent once or on a recurring basis. A campaign can also be scheduled (i.e. “to be sent at the time you choose in the future”) or to be sent as soon as possible.
	Enter the date on which you plan to launch your campaign in Braze. This date helps Amperity improve results tracking and campaign results measurement.
	When your campaign is ready, click the Schedule button in the top right corner of the Campaigns page. Note Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to Braze. Please allow for enough time for Amperity to complete this process before starting a campaign in Braze.