Send data to Braze

Braze is a leading marketing automation platform that allows users to create custom experiences based on sophisticated customer attributes and segments, then map those experiences to campaigns.

Amperity can send customer profile attributes to Braze, attaching the data that is sent from Amperity to profiles that already exist in Braze.

This topic describes the steps that are required to send customer profile attributes to Braze from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

The Braze destination requires the following configuration details:

  1. The Braze API key.

  2. The IAM access key.

  3. The IAM secret key.

  4. The Amazon Resource Name (ARN) for a role with cross-account access. (This is only required when a role with cross-account access is in use.)

Add destination

Braze is a destination that may be configured directly from Amperity. This destination uses a customer-managed Braze bucket. Use the customer’s credentials to this Braze bucket when configuring this location.

To add a destination

  1. From the Destinations tab, click Add Destination. This opens the Add Destination dialog box.

  2. Enter the name of the destination and a description. For example: “Braze” and “This sends query results to Braze”.

  3. From the Plugin drop-down, select Braze.

  4. The “iam-credential” credential type is selected automatically.

  5. From the Credential drop-down, select a credential that has already been configured for this destination or click Create a new credential, which opens the Create New Credential dialog box. For new credentials, enter a name for the credential, the IAM access key, and the IAM secret key. Click Save.

  6. Under Braze settings:

    Select the Braze instance .

    Select the user identifier. The external_id is a unique identifier for your customers, such as the Amperity ID. The braze_id is a unique identifier for existing Braze customers.

    Add the name of the segment. This name should match the name of a segment name that will contain all Amperity-managed users. This segment must be defined in Braze before results can be sent. The list of Amperity-managed users is updated to match these results every time they are sent to Braze.

    Add the Amazon S3 bucket and Amazon S3 folder names. These names should match the bucket and folder names that are defined within your instance of Braze.

  7. Select Allow customers to use this data template.

  8. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  9. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You can configure Amperity to send query results to Braze. These results are sent using an orchestration and will include all columns that were specified in the query.

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for Braze, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Braze customer profiles” and “Send email addresses and customer profiles to Braze.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Verify all template settings and make any required updates.

  6. Click Save.